Day 1: Thursday, March 11
Writing Professional Reports: The Skills That Build Relationships with Attorneys
An attorney reads your report. If it's disorganized, hard to follow, or riddled with typos, the attorney doesn't just question your writing; they question your medical judgment. A sloppy report can undo weeks of careful case analysis in the time it takes to skim the first page. A subpar report results in collection issues, reputational harm, and lack of repeat business.
This session walks LNCs through the full process of producing an analytical report attorneys can actually use: how to organize your thinking before you start typing, the structure and formatting that make a report easy to navigate under deadline pressure, and the proofreading habits that catch the errors most nurses miss on their own work. You'll leave with a repeatable process you can apply to your next report, not just a list of things to avoid.
By the end of this session, participants will be able to:
- Describe a step-by-step process for writing an analytical report, from reviewing records to final draft
- Apply a clear structure and formatting approach that helps attorneys find key information quickly
- Identify the proofreading and editing techniques that catch errors spell-check misses, the kind of errors that make attorneys question your attention to detail
- Explain why writing quality directly affects an attorney's confidence in an LNC's findings, referral decisions, and willingness to pay full value for the work
Speaker Bio:
Pat Iyer MSN RN LNCC has written thousands of reports for attorneys over her decades-long career as a legal nurse consultant. She's also been on the other side of that process: as the founder of a multimillion-dollar LNC firm, she has proofread and edited thousands of reports written by LNC subcontractors, giving her a rare, close-up view of what separates a report attorneys trust from one that raises doubt.
Pat is the author of 73 books on medical-legal topics and a former president of the American Association of Legal Nurse Consultants (AALNC). She built and sold Med League Support Services, where she trained and managed LNC subcontractors on standards that make reports credible, clear, and useful to attorneys. Today, through legalnursebusiness.com, she teaches legal nurse consultants how to write, present, and refine their work so it holds up in the hands of the attorneys who depend on it.
Think Like the Defense: Evaluating Damages, Challenging Claims, and Supporting Attorneys
Defense legal nurse consultants play a key role in helping attorneys evaluate the true extent of a plaintiff's damages. In this practical session, you'll learn how to review claims through a defense lens, recognize documentation that raises questions, and identify red flags that may point to exaggerated or unsupported allegations.
Jennifer Simoes draws on 16 years of experience handling catastrophic injury cases for a national insurance carrier to share the strategies she used to support attorneys during mediations, depositions, and trials. You'll gain practical ideas you can immediately apply to your own case reviews and reports.
After attending this session, you'll be better prepared to:
- Evaluate medical records and other evidence to assess claimed damages.
- Identify documentation that may suggest exaggerated, unsupported, or unrelated injuries.
- Understand how damages influence settlement decisions in high-exposure cases.
- Anticipate issues early in the litigation process instead of reacting after problems develop.
- Write reports that demonstrate sound analysis and strengthen your value to defense counsel.
This session will help you approach cases with greater confidence and provide attorneys with insights that make a difference.
Speaker's Bio:
Jennifer Simoes MSN RN LNCC CLCP ICHCC is a master’s prepared registered nurse with 30 years of nursing experience in a variety of specialty fields. Jennifer continues to practice clinically as a critical care nurse in a Charlotte, NC intensive care unit. She is also a clinical instructor for Northeastern University Bouve College of Health Sciences in Charlotte, NC. Jennifer has 16 years of defense experience handling catastrophic injury cases for a large insurance company and covered the United States. Deemed a “powerhouse” by her peers & attorneys, she was always confident at mediations, depositions and trials and assisted attorneys and claim partners as they navigated their cases.
Along with holding her LNCC designation, Jennifer is also a certified life care planner and is employed by Spruance & Associates as well as Southeastern Legal Nurse Consulting.
Exclusive VIP Q&A with Pat Iyer
This special VIP session offers a rare opportunity to spend a full hour with Pat Iyer, an industry leader who built and manages an LNC business. Designed exclusively for VIP registrants, this session is your chance to ask Pat direct questions about your business challenges, marketing strategies, or professional growth.
No scripted presentations, just candid, practical answers from someone who’s been exactly where you are. Whether you want to refine your business systems, gain clarity on working with attorneys, or learn how to expand your income streams, Pat will offer insights drawn from decades of real-world experience.
Bring your questions and get the guidance you need to accelerate your success as a legal nurse consultant.
Day 2: Friday, March 12
Building Future Damages: From Medical Records to a Comprehensive Life Care Plan
This program guides participants through the full arc of transforming raw medical documentation into a clear, defensible, and forward-looking Life Care Plan. It explores how to extract clinically relevant data, identify long-term needs, and translate complex medical trajectories into structured future-damages projections. Attendees will learn practical strategies for analyzing records, collaborating with experts, and building plans that are both medically grounded and litigation-ready, bridging the gap between past injury and future cost.
Objectives:
- Identify the essential medical record components that directly inform future damages and long-term care needs.
- Differentiate between past medical history and ongoing medical trajectories to determine what truly drives future cost projections.
- Translate clinical findings into functional limitations that form the foundation of a defensible Life Care Plan.
- Apply structured methodologies for estimating future medical, therapeutic, and supportive-care needs using evidence-based sources.
Speaker Bio:
Lisa Mancuso, BSN, RN, CCRN-K, CLCP, LNCC was a staff nurse in Boston from 1983-2020. Her clinical background includes cardiac and critical care nursing. She is a past recipient of the Massachusetts Nurses’ Association Award for Excellence in Nursing Practice. In 2010, Lisa started Mancuso Medical Legal Consulting. She has provided expert witness testimony for standard of care matters and life care planning. Lisa was an Associate Editor for Legal Nurse Consulting: Principles and Practices, 4th edition, and has volunteered for many AALNC projects and committees. Lisa served six years on the Board of Directors, including two terms as President (2022-2024).
Damages in the Critical Care Unit
A patient goes into the ICU critically ill and leaves, if they leave, with a body that failed system by system. Multi-system organ failure (MSOF) doesn't happen all at once, and it doesn't show up as one clean entry in the chart. It builds across labs, vitals, time, and physician notes that most reviewers read in isolation instead of as a single unfolding story. LNCs who miss that progression miss the damages of the case.
This session introduces LNCs to the core concepts in critical care medicine they need to evaluate an ICU record with confidence. You'll learn how multi-system organ failure develops, what makes analyzing a critical care case challenging, and how the damages unfold in a critically ill patient's course. You'll leave better equipped to spot the clinical details in an ICU chart that translate directly into a stronger damages analysis for the attorneys you work with.
By the end of this session, participants will be able to:
- Understand the development of critical illness and the key concepts that shape care in the ICU setting
- Recognize the clinical progression of multi-system organ failure and what it looks like across the record and how it feels to the patient
- Identify the keys to spotting and articulating damages in a critical care patient's case
Speaker Bio:
Dr. Charles Grodzin is a board-certified pulmonologist and critical care physician who has practiced in numerous venues including academic settings, regional and community hospitals and in the outpatient clinic. He is a leader in the field of pulmonary embolism as a long-time member of the PERT Consortium serving on multiple committees and the board of directors.
Dr. Grodzin established a pulmonary embolism service at Emory University and is one of the editors of the PERT Consortium Handbook of Pulmonary Embolism: Research, care and management. He is currently an attending physician at TJ Samson Hospital in south-central Kentucky in both pulmonary and critical medicine where he is in the midst of building a pulmonary embolism, pulmonary hypertension and thrombotic peripheral vascular disease clinic as well as contributing to inpatient pulmonary embolism care. Dr. Grodzin has experience as a medical expert in medico-legal matters where he uses a combination of his experience, perspective and knowledge base as an objective advocate for the provision of proper medical care. Dr. Grodzin characterizes himself firstly as a provider and caregiver.
Evaluating Damages in Personal Injury Cases: Identifying the Full Measure of Harm
LNCs who understand only the medical side of a case are leaving value on the table — for their attorney clients and for themselves. Attorneys don't evaluate damages the way clinicians evaluate injuries. They're weighing economic loss, pain and suffering, future impact, and litigation strategy all at once, and the LNC who understands that process becomes far more useful than one who simply summarizes the chart.
In this session, Attorney Richard C. Bardi and Expert Witness Barbara Levin draw on decades of practice to walk LNCs through how attorneys actually identify and evaluate the full measure of harm in a personal injury case. You'll gain insight into the categories of damages attorneys look for, how they weigh medical evidence against other case factors, and what makes a damages assessment persuasive at mediation, deposition, or trial. Understanding this process helps LNCs anticipate what attorneys need and deliver reports and analysis that speak directly to it.
By the end of this session, participants will be able to:
- Identify the full range of damages categories attorneys evaluate in a personal injury case, beyond the medical record alone
- Describe how attorneys weigh and prioritize different types of harm when building a damages argument
- Recognize what attorneys look for in an LNC's report or analysis to support a damages evaluation
- Apply this understanding of the attorney's perspective to strengthen the value and relevance of their own case work
Speaker Bios:
Richard C. Bardi has a diverse trial practice focusing on civil litigation, criminal defense, and family law. He is AV-rated through Martindale-Hubbell's peer-review rating service, the highest rating available to an individual lawyer and was recognized in Massachusetts Super Lawyers and New England Super Lawyers from 2006–2011 and 2013–2022. He has also been included in The Best Lawyers in America's Consumer Guide.
Mr. Bardi has been involved in numerous high-visibility civil and criminal cases in state and federal courts across the U.S. He is licensed to practice law in Massachusetts and New York, and his office represents clients in family law matters, victims of personal injury, criminal defendants, businesses involved in litigation, and law enforcement personnel accused of misconduct. He is vice president of New England Law | Boston's Alumni Association, former president and board of directors member of the Justinian Law Society, and a member of the Knights of Columbus and Elks.
Barbara Levin BSN RN ONC CMSRN LNCC is an expert witness who assisted the attorney with this case. As an experienced expert, Barbara shares her knowledge through publications and is a Past President of AALNC. She served Massachusetts for 8 years on the Board of Nursing, including a 3-year term as president.
Barbara has been published on many orthopaedic and legal nursing topics and has collaborated with Pat Iyer on several publications. The Association of Orthopaedic Nurses awarded her the designation of Fellow of the Association of Orthopaedic Nurses, one of only 5 awards that year.
Breakthrough Sessions With Pat Iyer: Real Questions, Real Solutions
Every legal nurse consultant faces obstacles—how to find more attorney clients, price services, handle challenging cases, or decide the next business step. These issues often feel unique, but they’re shared by many in the LNC community.
In this interactive session, four attendees will have the opportunity to sit in the “hot seat” with Pat Iyer, who will provide targeted guidance drawn from a decade of experience building and running a successful legal nurse consulting business. Pat will address each participant’s specific challenge with practical, actionable advice designed to move their business forward.
Even if you’re not in the hot seat, you’ll gain valuable insights by listening to the real-world situations and solutions shared during these live consultations. Many attendees describe this as one of the most eye-opening and motivating parts of the conference.
Come prepared to take notes—you’ll leave with strategies you can immediately apply to your own business.
Exclusive VIP Q&A with Pat Iyer
VIP Question and Answer Session led by Pat Iyer
This special VIP session offers a rare opportunity to spend a full hour with Pat, an entrepreneur who built and manages a thriving legal nurse consulting business. Designed exclusively for VIP registrants, this session is your chance to ask Pat direct questions about your business challenges, marketing strategies, or professional growth.
No scripted presentations—just candid, practical answers from someone who’s been exactly where you are. Whether you want to refine your business systems, gain clarity on working with attorneys, or learn how to expand your income streams, Pat will offer insights drawn from a decade of real-world experience.
Bring your questions and get the guidance you need to accelerate your success as a legal nurse consultant.
Day 3: Saturday, March 13
Damages in Neonatal Birth Injury Cases: Where Causation Gets Missed, and Why It Matters
Attorneys rarely lose high-stakes neonatal cases because the medicine was wrong. They may lose because a missed change in condition, a documentation gap, or a causation nuance sat unnoticed in the record until opposing counsel found it first. Causation is consistently identified as the most contested element in medical malpractice litigation. In hypoxic-ischemic encephalopathy cases specifically, courts require excluding other potential causes, genetic conditions, infection, and stroke, before intrapartum negligence can even be established. That threshold makes the clinical record, not just the outcome, the real battleground.
A recent Missouri verdict illustrates the pattern: a physician’s six-hour absence during active labor, no nursing escalation despite a deteriorating fetal heart tracing, and a jury award of 48.1 million dollars. The infant developed seizures within fifteen hours of life and spent forty-six days in the NICU, a course where a neonatal-focused record review is where the real damages story often begins.
This session walks legal nurse consultants through the neonatal injuries most likely to drive litigation, how those injuries translate into lifelong consequences for the child and family, and where standard of care findings connect directly to causation in the NICU setting. Participants will leave with a clearer framework for spotting the clinical detail that changes a damages narrative, and for understanding where a legal nurse consultant's review adds value beyond a surface-level chart read.
Data shows 41 percent of birth injury malpractice claims involve cerebral palsy or another newborn brain injury. Approximately 18 to 20 percent of umbilical cord blood gas results are invalid due to technical error in how they are drawn, stored, or analyzed, a documentation vulnerability that can undercut a causation argument on either side.
Learning Objectives
By the end of this session, participants will be able to:
- Identify the most common neonatal injuries that give rise to litigation, including hypoxic-ischemic encephalopathy, birth asphyxia, brachial plexus injury, and NICU-acquired complications such as necrotizing enterocolitis and intraventricular hemorrhage, and recognize where causation is most often contested in each.
- Describe the short-term and long-term consequences of these injuries for the neonate, including cerebral palsy, seizure disorders, developmental delay, and motor or cognitive impairment, and connect those outcomes back to the clinical events that caused them.
- Articulate the impact of a neonatal injury diagnosis on parents and family systems, including caregiving burden, lost income and employment disruption, and long-term emotional strain, as part of building a complete damages picture.
- Apply standard of care principles specific to neonatal and NICU practice, including timely recognition of fetal distress, appropriate escalation, and adherence to resuscitation and cooling protocols, to evaluate whether a deviation in the NICU course actually contributed to the injury in question.
- Explain where a legal nurse consultant's clinical review of the neonatal record, including nursing flow sheets, physician progress notes, and cord gas and Apgar documentation, uncovers missed changes in condition, documentation gaps, and causation issues that a non-clinical or non-neonatal record review is likely to overlook.
Speaker Bio:
Yana Felix MSN RN NNP-BC is a Neonatal Nurse Practitioner at Johns Hopkins Hospital, where she provides expert clinical care for critically ill newborns. She also serves as a Neonatal Nurse Practitioner legal nurse consultant and expert witness, sharing clinical knowledge for medicolegal review and education.
If I knew Then What I Know Now – Panel Discussion
Starting and growing a legal nurse consulting business comes with many questions: how to find cases, work effectively with attorneys, set fees, and manage time without feeling overwhelmed. Many new LNCs wish they could hear directly from those who have already figured it out.
This panel brings together a group of experienced legal nurse consultants who will share the lessons that shaped their success. Each panelist will discuss what worked, what didn’t, and what they wish they’d known earlier in their careers. You’ll hear real-world advice about building attorney relationships, staying organized, managing complex cases, and sustaining confidence through challenging assignments.
You’ll leave with:
- Practical strategies for attracting and retaining attorney clients.
- Time-tested business practices that save money and prevent mistakes.
- Insights on balancing marketing, casework, and personal growth.
- Encouragement from LNCs who built rewarding, profitable careers.
This interactive discussion will inspire you to refine your own approach and apply proven techniques to achieve long-term success in your legal nurse consulting journey.
Speaker Bios:
Natalie Burke BSN, RN is the Founder and lead RN Consultant for NCBMed. She is a practicing RN in Wisconsin and compact states. She is currently practicing at a level 1 trauma hospital with specialties that include medical-surgical, cardiology, geriatrics, and plastics/trauma. After the pandemic, Natalie became an LNC, assisting both plaintiff and defense attorneys on criminal law, personal injury, medical malpractice, and maritime law cases.
Mariann F. Cosby PhD established her legal nurse consultant (LNC) business in 1991. Retired from direct patient care since 2019, she continues her LNC practice as a life care planner, performs future cost projections and past bill reviews, and provides consulting services in a variety of areas including emergency, correctional, and school nursing. She is published in multiple clinical and LNC journals and texts.
Lori Mollmann, MBA, BSN, RN is the Principal of Mollmann Medical Consulting. In addition, she is a surgical intensive care nurse in Tampa, FL and the owner of Mollmann Medical Consulting. She completed an undergraduate degree in Marketing and went on to finish an MBA prior to obtaining her nursing degree. During her 14-year career with Nationwide Insurance, working in sales and as a Bodily Injury Claims Adjuster, Lori developed a strong business acumen which facilitated her transition to nursing and legal nurse consulting. She has been a surgical intensive care nurse for the last 13 years, working the first 3 years at a Level I trauma center and the last 10 years at the Tampa VA. She is honored to take care of veterans and has learned a great deal about them through listening to their stories of service and sacrifice. She is committed to being a strong advocate for her patients.
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