Sumwalt, Vernon | The Sumwalt Group

Vernon Sumwalt

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Personal History

Business Address: Sumwalt & Sumwalt, PA d/b/a
The Sumwalt Group
Workers’ Compensation and Trial Lawyers
The Refinery, Fifth Floor
Charlotte, North Carolina 28208
Phone: (704) 565-0621
Fax: (704) 559-1783
Business mailing address: Post Office Box 31424
Charlotte, North Carolina 28231-1424
Place of birth: Rock Hill, South Carolina

Honors

Board Certified Specialist in Workers’ Compensation by the North Carolina State Bar (2005 – present)
- Workers’ Compensation Specialization Exam Committee (2010 – 2017, Vice Chair 2012 – 2014, Chair 2014-2017)
Board Certified Specialist in Appellate Practice by the North Carolina State Bar (2014- present)
- Appellate Practice Specialization Exam Committee (2022-2025)
Workplace Injury Litigation Group 2024 Rising Star Award
Lawyers Weekly’s “2022 Power List—Workers’ Compensation” (March 2022)
Fellow, National College of Workers’ Compensation Lawyers (2019 – present)
Best Lawyers in America® in the area of workers’ compensation (2009 – present), Employment Law (2022), and Social Security disability (2025-present)
Best Lawyers’ 2013 Workers’ Compensation Law—Claimants’ “Lawyer of the Year” in Charlotte
Best Lawyers’ 2016 Workers’ Compensation Law—Claimants’ “Lawyer of the Year in North Carolina”
Best Lawyers’ 2018 Workers’ Compensation Law—Claimants’ “Lawyer of the Year” in Charlotte
Best Lawyers’ 2025 Workers’ Compensation Law—Claimants’ “Lawyer of the Year” in Charlotte

North Carolina Super Lawyers (www.superlawyers.com) in the field of workers’
compensation (2009 as a “Rising Star” and 2010 – present)

Top Attorneys in North Carolina, Charlotte Magazine (2011-present).

Top 25 in Charlotte, North Carolina in 2015, 2016 and 2025 (through Super Lawyers)
Top 100 in North Carolina in 2015, 2016, 2017, 2019, 2021, 2023, 2024 (through Super Lawyers)
Top Attorneys in Charlotte (2022, 2023)
Top Attorneys in North Carolina (2022, 2023)
Top Attorneys in America (2023, 2024)

LEXIS-NEXIS® Larson’s National Workers’ Compensation Advisory Board (2007- present)

Martindale-Hubbell® Peer Review Rated—AV Preeminent (5.0 out of 5.0)

James L. Cross Leadership Award (North Carolina State Bar Board of Legal Specialization, 2011).

Honorary New Lawyer Award (North Carolina Advocates for Justice, June 2011).

Ebbie Award (North Carolina Advocates for Justice, June 2012).

Thirteen (13) Order of Service Awards (North Carolina Advocates for Justice, 2009- 2022)

National Academy of Social Insurance (2012 – 2022)

U.S. News–Best Lawyers “Best Law Firms” for The Sumwalt Group (2020-2023)

Silver Award for Workers’ Compensation Lawyers by Charlotte’s Best (The Charlotte Observer, 2022) https://issuu.com/neruspublications/docs/2022cb_flipbook at pp 54-55)

Appellate Court Experience

6. Groves v. Travelers Ins. Co., 354 N.C. 206, 552 S.E.2d 141 (2001) (wrote amicus curiae brief for the North Carolina Academy of Trial Lawyers).
7-8. Bridwell v. Golden Corral Steak House, 149 N.C. App. 338, 561 S.E.2d 298 (2002) (wrote appellee’s brief), petition for disc. rev. denied, 355 N.C. 747, 565 S.E.2d 193 (2002) (wrote Response to Petition for Discretionary Review).
9-10. Ruiz v. Belk Masonry Co., 148 N.C. App. 675, 559 S.E.2d 249 (2002) (wrote appellee’s brief and had oral argument), petition for disc. review denied, 356 N.C. 166, 568 S.E.2d 610 (2002) (wrote Response to Petition for Discretionary Review).
11-12. Logan v. Roger’s Concrete Co., COA 01-588, 2002 N.C. App. LEXIS 1785 (2002) (wrote appellee’s brief), petition for disc. rev. denied, 356 N.C. 164, 568 S.E.2d 197 (2002) (wrote Response to Petition for Discretionary Review).
13-14. Osmond v. Carolina Concrete Specialties, 151 N.C. App. 541, 568 S.E.2d 204 (2002) (wrote appellee’s brief), pet. for disc. rev. denied, 356 N.C. 676, 577 S.E.2d 631 (2003) (wrote Response to Petition for Discretionary Review).
15. Boney v. Winn-Dixie, Inc., 163 N.C. App. 330, 593 S.E.2d (2004) (wrote appellee’s brief).
16. Willey v. Williamson Produce, 357 N.C. 41, 577 S.E.2d 622 (2003) (per curiam) (wrote amicus curiae brief for the North Carolina Academy of Trial Lawyers).
17. Starnes v. Interstate Foam & Supply, IC No. 801639 (Full Comm’n, filed June 8, 2006) (defendants’ Notice of Appeal dismissed before Record on Appeal filed).
18. Atkins v. Kelly Springfield Tire Co., 358 N.C. 540, 597 S.E.2d 128 (2004) (per curiam) (wrote amicus curiae brief for the North Carolina Academy of Trial Lawyers).
19. Konrady v. U.S. Airways, Inc., 165 N.C. App. 620, 599 S.E.2d 593 (2004) (wrote appellee’s brief).
20-21. Queen v. Penske Corp., 174 N.C. App. 814, 625 S.E.2d 121 (2005), petition for disc. rev. denied, 360 N.C. 648, 636 S.E.2d 810 (2006) (wrote appellee’s brief to Court of Appeals and Response to Petition for Discretionary Review to Supreme Court).
22. Brooks v. Capstar Corp., 360 N.C. 60, 621 S.E.2d 170 (2005) (wrote amicus curiae brief for the North Carolina Academy of Trial Lawyers).
23. Montgomery v. Toastmaster, Inc., 174 N.C. App. 320, 620 S.E.2d 685 (2005) (wrote appellee’s brief).
24. Driggers v. Central Church of God, COA 05-1142 (dismissed Nov. 17, 2005) (defendants’ appeal voluntarily withdrawn and dismissed before Record on Appeal filed).
25. Bowling v. US Airways Group, Inc., COA P06-55 (2006) (settled after defendants’ Notice of Appeal filed with Industrial Commission, but before Record on Appeal filed).
26. Silvers v. Mastercraft, Inc., 2006 N.C. App. LEXIS 1162 (filed June 6, 2006) (wrote appellee’s brief).
27. Dodrill v. Jerry Rhyne’s Collision Repair, COA 05-1408, 2006 N.C. App. LEXIS 1472 (filed July 5, 2006) (wrote appellee’s brief).
28. Gainer v. Graebel Van Lines, COA 06-1475 (dismissed Dec. 5, 2006) (case settled and defendants voluntarily withdrew appeal after record filed, but before briefs filed).
29-30. D’Aquisto v. Mission St. Joseph’s Health Sys., 360 N.C. 567, 633 S.E.2d 89 (2006) (wrote plaintiff-appellee’s New Brief to the Supreme Court), appeal after remand, 198N.C. App. 674, 680 S.E.2d 249 (2009) (wrote appellee’s brief).
31-33. Shaw v. U.S. Airways, Inc., 362 N.C. 457, 665 S.E.2d 449 (2008) (wrote appellee’s New Brief to Supreme Court and had oral argument), rev’g, 186 N.C. App. 474, 652 S.E.2d 22 (2007) (wrote appellant’s brief and had oral argument), appeal after remand, 217 N.C. App. 539, 720 S.E.2d 688 (2011) (wrote appellee’s brief).
34. Polston v. Six Star Economic Devel./Golden Corral, COA 06-1500, 2007 N.C. App. LEXIS 1901 (filed Sept. 4, 2007) (wrote appellee’s brief).
35. McCarver v. Hunter Motors, Inc., COA 07-346, 2008 N.C. App. LEXIS 53 (filed Jan. 15, 2008) (wrote appellee’s brief).
36-37. Roberts v. Dixie News, Inc., 189 N.C. App. 495, 658 S.E.2d 684 (2008) (wrote appellee’s and appellant’s briefs for plaintiff, and participated in oral argument).
38. Davis v. Harrah’s Cherokee Casino, 362 N.C. 133, 655 S.E.2d 392 (2008) (wrote amicus curiae brief for the North Carolina Academy of Trial Lawyers).
39. Starr v. Gaston County Board of Educ., 191 N.C. App. 301, 663 S.E.2d 322 (2008) (wrote appellee’s brief).
40-42. Meares v. Dana Corp., 172 N.C. App. 291, 615 S.E.2d 912 (2005), (wrote appellant’s brief), subsequent appeal after remand, 193 N.C. App. 86, 666 S.E.2d 819 (2008), petition for disc. rev. denied, 363 N.C. 129, 673 S.E.2d 359 (2009) (wrote appellee’s brief to Court of Appeals and Response to Petition for Discretionary Review to Supreme Court).
43-44. Gesel v. Miller Orthopaedic Clinic, 2009 N.C. App. LEXIS 1122 (filed July 7, 2009), petition for disc. rev. denied, 363 N.C. 801, 690 S.E.2d 535 (2010) (wrote appellee’s brief to the Court of Appeals and Response to Petition for Discretionary Review to Supreme Court).
45-46. Nale v. Ethan Allen, 199 N.C. App. 511, 682 S.E.2d 231 (2009), petition for disc. rev. denied, 363 N.C. 745, 688 S.E.2d 454 (2009) (wrote appellee’s brief to Court of Appeals and Petition for Discretionary Review to Supreme Court).
47-48. Hatley v. Continental Gen’l Tire, 203 N.C. App. 372, 692 S.E.2d 488 (2010) (wrote appellee’s brief), appeal after remand, 215 N. C. App. 389, 716 S.E.2d 89, 2011 N.C. App. LEXIS 2005 (2011), reporting 2011 N.C. App. 1927 (filed Sept. 6, 2011) (unpublished opinion) (wrote appellant’s brief).
49. Thompson v. Aramark, Inc., 209 N.C. App. 198, 703 S.E.2d 862 (2011) (wrote appellee’s brief).
50. Thomas v. Contract Core Drilling & Sawing, 209 N.C. App. 198, 703 S.E.2d 862 (2011) (wrote appellee’s brief).
51. Kee v. Caromont Health, Inc., 209 N.C. App. 193, 706 S.E.2d 781 (2011) (wrote appellee’s brief).
52. Ashley v. C&H Carriers, COA 10-1370 (case settled after Record on Appeal filed, but before any briefs filed).
53. Cardwell v. Jenkins Cleaners, Inc., 365 N.C. 1, 704 S.E.2d 898 (2011) (wrote amicus curiae brief for the North Carolina Advocates for Justice).
54. Yous v. Greif, Inc., 210 N.C. App. 492, 711 S.E.2d 207, 2011 N.C. App. LEXIS 517 (2011) (unpublished opinion) (wrote appellee’s brief).
55-56. Mehaffey v. Burger King, 217 N.C. App. 318, 718 S.E.2d 720 (2011), rev’d, 367 N.C. 120, 749 S.E.2d 252 (2012) (wrote appellee’s brief to Court of Appeals, Petition for Discretionary Review to Supreme Court, and appellant’s New Brief to the Supreme Court, and had oral argument at Supreme Court).
57. Cawthorn v. Mission Hosp., Inc., 211 N.C. App.42, 712 S.E.2d 306 (2011) (wrote appellee’s brief).
58-59. Tinsley v. City of Charlotte, COA 11-1117 (2011) (remanded by order to Full Commission), appeal after further proceedings, 228 N.C. App. 744, 747 S.E.2d 145 (2013) (wrote appellant’s briefs in each of the two appeals and had two oral arguments).
60. Helfrich v. Coca-Cola Bottling Co., 225 N.C. App. 701, 741 S.E.2d 408 (2013) (wrote appellant’s brief).
61. Grayson v. First Charlotte Perfusion Services & Novant Health, 223 N.C. App. 361, 734 S.E.2d 139, 2012 N.C. App. LEXIS 1226 (2012) (wrote appellee’s brief).
62. Smith v. Aramark, COA 12-454 (N.C. App. 2012) (settled after Defendant’s Notice of Appeal filed, but before Record on Appeal filed with Court of Appeals, and appeal withdrawn as ordered on October 10, 2012).
63. Anglin v. Dunbar Armored, 226 N.C. App. 203, 742 S.E.2d 205 (2013) (wrote appellant’s brief).
64. Gonzalez v. Worrell, 366 N.C. 501, 739 S.E.2d 552 (2013) (co-wrote amicus curiae brief for the North Carolina Advocates for Justice).
65. Sinanovic v. W.B. Moore Co., IC No. 028831 (2013) (settled after Notice of Appeal filed, but before Record on Appeal filed).
66. Bethea v. U.S. Airways, Inc., 231 N.C. App. 713, 754 S.E.2d 258, 2014 N.C. App. LEXIS 48 (2014) (wrote appellee’s brief).
67. Miller v. Northeast Med. Ctr., 233 N.C. App. 342, 756 S.E.2d 54 (2014) (wrote appellee’s brief).
68-69. Burley v. U.S. Foods, Inc., 233 N.C. App. 286, 756 S.E.2d 84 (2014), rev’d, 368 N.C. 315, 776 S.E.2d 832 (2015) (wrote appellant’s brief to the Court of Appeals and appellee’s New Brief to the Supreme Court).
70-71. Skoff v. U.S. Airways, Inc., 234 N.C. App. 329, 762 S.E.2d 2, 2014 N.C. App. LEXIS 588 (2014) (unpublished opinion) (wrote appellee’s brief), petition for discretionary review denied, 367 N.C. 810, 767 S.E.2d 524 (2015) (filed Jan. 23, 2015) (wrote Response to Petition for Discretionary Review).
72. Winston v. Charlotte Observer, IC No. X69037 (appeal withdrawn after defendants’ Notice of Appeal filed on Sept. 13, 2013).
73. Medlin v. Weaver Cooke Constr., LLC, 367 N.C. 414, 760 S.E.2d 732 (2014) (co-wrote amicus curiae brief for the North Carolina Advocates for Justice).
74. Ademovic v. Taxi USA, LLC, 237 N.C. App. 402, 767 S.E.2d 571 (2014) (wrote appellee’s brief).
75. Gregory v. Pearson, 367 N.C. 315, 754 S.E.2d 416 (2014) (3-3 split) (co-wrote amicus curiae brief for the North Carolina Advocates for Justice), affirming per curiam without precedential value, 224 N.C. App. 580, 736 S.E.2d 577 (2012).
76-77. Haileab v. John Q. Hammons Hotels, Inc., 240 N.C. App. 293, 772 S.E.2d 265, 2015 N.C. App. LEXIS 286 (2015) (unpublished) (wrote both appellant’s and appellee’s briefs on behalf of Plaintiff).
78. Wells v. Charlotte Mecklenburg Hosp. Auth., 238 N.C. App. 364, 768 S.E.2d 201, 2014 N.C. App. LEXIS 1371 (2014) (unpublished).
79. Heglar v. Commissioners of the N.C. Indus. Comm’n, P14-329 (order filed June 11, 2014) (petition for writ of mandamus).
80. Edwards v. Reddy Ice, 247 N.C. App. 245, 2016 N.C. App. LEXIS 397 (2016) (unpublished).
81. Alfredson v. Premier Transp. Co. (case settled after Notice of Appeal filed on January 30, 2015).
82. Breath v. OrthoCarolina, 244 N.C. App. 776, 781 S.E.2d 532, 2016 N.C. App. LEXIS 34 (2016) (unpublished).
83. Farley v. Sygma Network, Inc., IC No. 13-756437 (case settled after Notice of Appeal filed on June 12, 2015).
84-85. Rainey v. City of Charlotte, 247 N.C. 594, 785 S.E.2d 766, 2016 N.C. App. LEXIS 565 (2015), pet. for disc. review denied, 793 S.E.2d 231, 2016 N.C. LEXIS 860 (2016).
86-88. Saunders v. ADP Total Source FI XI, Inc., 249 N.C. App. 361, 791 S.E.2d 466, 2016 N.C. App. LEXIS 927 (2016) (oral arguments, wrote both appellant’s and appellee’s briefs), petition for discretionary review allowed in part, 2017 N.C. LEXIS 826, 370 N.C. 271, 805 S.E.2d 486 (2017), rev’d, 372 N.C. 29, 822 S.E.2d 857 (2019).
89-92. Lewis v. Transit Management of Charlotte, 250 N.C. App. 619, 792 S.E.2d 890, 2016 N.C. App. LEXIS 1241 (2016) (wrote both appellant’s and appellee’s brief), case settled before petitions for discretionary review and responses to petitions for discretionary review for both sides decided, (dismissed on June 12, 2017).
93. Wilkes v. City of Greenville, 369 N.C. 730, 787 S.E.2d 16 (2016) (co-wrote amicus curiae brief for the North Carolina Advocates for Justice).
94. Easter-Rozzelle v. City of Charlotte, 370 N.C. 286, 807 S.E.2d 122 (2017) (oral argument and wrote Appellant’s New Brief).
95. McCleod v. Spectrum Brands, IC File No. 13-748970 (defendants’ Notice of Appeal to Court of Appeals filed on May 18, 2017, and withdrawn after case settled on June 30, 2017).
96. Pine v. Wal-Mart Assocs., Inc. #1552, 371 N.C. 707, 821 S.E.2d 155 (2018) (wrote amicus curiae brief for the North Carolina Advocates for Justice).
97-102. Walker v. K&W Cafeterias, 264 N.C. App. 119, 824 S.E.2d 894 (2019) (oral argument, appellant’s brief), rev’d, 375 N.C. 254, 846 S.E.2d 679 (2020) (oral argument, appellant’s New Brief and New Reply Brief), appeal after remand, 2022-NCCOA-219, 282 N.C. App. 708, 872 S.E.2d 68 (2022), petition for disc. review denied, 383 N.C. 680, 880 S.E.2d 695 (2022).
103. Watkins v. Federal Express, IC File No. X98323 (Plaintiff’s Notice of Appeal filed on Nov. 21, 2018, Plaintiff-Appellant’s Brief filed on Feb. 14, 2019, resolved through Consent Order on July 22, 2019, and order dismissing appeal filed on Aug. 7, 2019).
104. Lake et al. v. State Health Plan for Teachers & State Employees et al, 2022-NCSC-22, 380 N.C. 502, 869 S.E.2d 292 (2022) (amicus brief for AARP).
105. Cunningham v. Goodyear Tire & Rubber Co., 2022-NCSC-46, 381 N.C. 10, 871 S.E.2d 724 (2022) (filed May 7, 2022) (amicus brief for North Carolina Advocates for Justice).
106. Keith v. Health Pro Home Care Servs., Inc., 2022-NCSC-72, 381 N.C. 442, 873 S.E.2d 567 (2022) (amicus brief for North Carolina Advocates for Justice).
107. Monroe v. MV Transp., 2022-NCCOA-30, 281 N.C. App. 363, 869 S.E.2d 28 (2022).
108-109. Jenkins v. Wells Fargo Bank, 2022-NCCOA-70, 281 N.C. App. 627, 867 S.E.2d 424 (2002) (unpublished), petition for disc. denied, 381 N.C. 709, 873 S.E.2d 12 (2022).
110. Sardis Presbyterian Church, Charlotte, North Carolina, Presbyterian Church (U.S.A.), Inc. v. MidAmerica Productions, Inc., Midam International, Inc., and Peter Tiboris, (Mecklenburg County Superior Court Case No. 20-CVS-8293, case settled after Notice of Appeal filed on Sept. 20, 2021).
111. Peacock v. Panthers Football, LLC and Devin Akeem Funchess, COA No. 22-98 (case settled just before North Carolina Court of Appeals hearing on Sept. 21, 2022).
112-113. Betts v. North Carolina Dept. of Health & Human Servs., 2023 N.C. App. LEXIS 379*, 888 S.E.2d 414, 2023 WL 4346794 (N.C. App. filed July 5, 2023) (unpublished), petition for discretionary review pending
114. Monsam v. Premium Motorsports, IC No. 15-740065 (Defendants’ Notice of Appeal filed March 25, 2022, but case settled).
115-116. D&B Marine, LLC v. AIG Property Casualty Co., 288 N.C. App. 106, 885 S.E.2d 842 (2023), petition for disc. review denied, 385 N.C. 392, 892 S.E.2d 605 (2023).
117. Carra Jane Penegar, Executrix of the Estate of Johnny Ray Penegar, Jr., individually and on behalf of others similarly situated v. Liberty Mutual Insurance Co., Liberty Mutual Fire Ins. Co., Verisk Analytics, Inc., and ISO Partners, Inc., No. 22-1940 (U.S. Circuit Court for the Fourth Circuit Court of Appeals) (oral argument on Dec. 5, 2023).
118. West et al. v. Hoyle’s Tire & Axle, LLC, 383 N.C. 654, 881 S.E.2d 149 (2022).
119. Porter v. Alliance Credit Counseling, Inc., 2023 N.C. App. LEXIS 819 (filed Dec. 19, 2023).
120-122. Thompson v. Cranfill, Sumner & Hartzog, COA No. 24-596 (appeal to Superior Court under N.C. Gen. Stat. § 97-90(c) filed on Nov. 23, 2023, and resolved by IC order on Jan. 11, 2024), and notices of appeal under N.C. Gen. Stat. § 97-86 filed by Plaintiff on Feb. 28, 2024, and by Defendants on Feb. 29, 2024).
123-125. Martinez-Estrada v. Century Slate Co., COA 24-668 (appeal to Superior Court under N.C. Gen. Stat. § 97-90(c) filed on Feb. 29, 2024, and resolved by IC order on March 11, 2024), and notices of appeal to Court of Appeals under N.C. Gen. Stat. § 97-86 filed by Defendants on March 21, 2024, and by Plaintiff on March 22, 2024) (global settlement of case approved in October 2024 during pendency of appeal).
1-2. London v. Snak-Time Catering, 352 N.C. 589, 544 S.E.2d 781 (2000) (wrote response to petition for writ for certiorari, but not credited in Supreme Court opinion), appeal after remand, COA 03-1093 (2003) (case settled after Record on Appeal and after writing appellant’s brief).
3. Shah v. Howard Johnson, 353 N.C. 381, 547 S.E.2d 17 (2001) (wrote response to Petition for Discretionary Review).
4-5. Thomas v. Bost, COA00-237, 2001 N.C. App. LEXIS 902 (filed May 15, 2001) (wrote appellee’s brief), petition for disc. review denied, 353 N.C. 734, 552 S.E.2d 636 (2001) (wrote Response to Petition for Discretionary Review).

Legal Publications (non-continuing legal education courses)

1-2. P. Stewart and V. Sumwalt, A Step-by-Step Approach to the Breast Implant Client’s Social Security Case, SOUTH CAROLINA TRIAL LAWYER BULLETIN (South Carolina Trial Lawyers, Spring 1997), republished in THE ADVOCATE (Nevada Trial Lawyers Association, March/April 1998).
3. V. Sumwalt, Book Review: Foundations of Environmental Law & Policy, 5 S.C. Envtl. L.J. 207 (Spring 1997).
4. B. Maybank, D. Kelly, G. Beard, S. Poteat, and D. Smalls, THE LAW OF WORKERS’ COMPENSATION IN SOUTH CAROLINA (South Carolina Bar, 2nd edition 1998) (chapters on the Social Security/Workers’ Compensation Offset, the State Fund, and occupational diseases).
5-8. B. Maybank, L. Jedziniak, G. Fuller, V. Sumwalt, E. Moise, E. Covington, THE LAW OF AUTOMOBILE INSURANCE IN SOUTH CAROLINA (South Carolina Bar, 4th edition 2000, 5th edition 2002, 6th edition 2009, 7th edition 2015).
9. V. Sumwalt, Revisiting the Workers’ Compensation/Social Security Offset, THE COURSE & SCOPE Vol. 17, No. 1 (North Carolina Bar Association, Nov. 2003).
10. T. Richardson and D. Haltiwanger (editors), Workers’ Compensation (Chapter 27), SOUTH CAROLINA DAMAGES Vol. 2 (South Carolina Bar, 1st edition 2004)).
11. V. Sumwalt, Ten Things Every Workers’ Compensation Attorney Should Know about Medicare, SOUTH CAROLINA TRIAL LAWYER BULLETIN (South Carolina Trial Lawyers, Fall 2004).
12-16. G. Beard, S. Poteat, V. Sumwalt, et al., THE LAW OF WORKERS’ COMPENSATION INSURANCE IN SOUTH CAROLINA (South Carolina Bar, 3rd edition 2003, 4th edition 2005, 5th edition 2008, 6th edition 2012, 7th edition 2019), chapter on “Medicare” republished as modified by “A Continuation of the Medicare Forum and Its Impact on The Workers’ Compensation System,” Workers’ Compensation Committee Program (American Bar Association, San Francisco, California, August 11, 2003).
17. V. Sumwalt, “Proving Causation in Injury Cases,” Trial Briefs (North Carolina Academy of Trial Lawyers, April 2006).
18. V. Sumwalt, “Membership Profile—Rick Harper,” The Course and & Scope vol. 21, no. 1 (North Carolina Bar Association 2007).
19. V. Sumwalt, “LexisNexis® Expert Commentaries, Vernon Sumwalt on Proving Causation of Work-Related Medical Conditions, Legette v. Scotland Memorial Hospital, ___ N.C. App. ___, 640 S.E.2d 744, 2007 N.C. App. 361 (Feb. 6, 2007),” (October 2007, LEXISNEXIS® © 2007).
20. V. Sumwalt, “LexisNexis® Expert Commentaries: Larson Series, Vernon Sumwalt on the Physician-Patient Privilege in Workers’ Compensation Cases Since the Enactment of N.C. Gen. Stat. § 97-25.6, 2005 N.C. Sess. Law 448, 2005 N.C. H.B. 99, 2005 N.C. ALS 448, at *6,” (November 2007, LEXIS-NEXIS® © 2007).
21. V. Sumwalt, “LexisNexis® Expert Commentaries: Larson Series, Vernon Sumwalt on North Carolina Evaluation of Fringe Benefits in an Employee’s ‘Average Weekly Wage’: Shaw v. U.S. Airways, Inc., ___ N.C. App. ___, 652 S.E.2d 22, 2007 N.C. App. LEXIS 2320 (2007), (February 2008, LEXIS-NEXIS® © 2007).
22. V. Sumwalt, “Misrepresentation in Contract of Employment: Did North Carolina Decision in Freeman v. Rothrock Go Too Far?” Workers’ Compensation Law Community Powered by Larson’s and Expert Commentary, July 14, 2008 (LEXIS-NEXIS® © 2008).
23. V. Sumwalt, “The Chair’s Comments” The Course and Scope Vol. 22, No. 1 (N.C. Bar Association’s Workers’ Compensation Section, November 2008).
24. J. Ward and E. Westbrook (editors), South Carolina Damages, “Chapter 39: Workers’ Compensation” (S.C. Bar, 2nd ed. 2009).
25. V. Sumwalt, “The Chair’s Comments: Is There a Bailout in Our Future?” The Course & Scope Vol. 22, No. 2 (N.C. Bar Association Workers’ Compensation Section, February 2009).
26. V. Sumwalt, “Vernon Sumwalt on ‘Last Clear Chance’ Doctrine under N.C. Gen. Stat. § 97-10.2(e): Outlaw v. APAC-Atlantic, Inc.,” Workers’ Compensation Law Community Powered by Lexis-Nexis® and Expert Commentary, May 15, 2009 (LEXIS-NEXIS ® © 2009).
27. V. Sumwalt, “’Scenes We’d Like to See’ from WCRI’s Medical Benchmark Studies,” Workers’ Compensation Law Center Powered by Larson’s, July 27, 2009 (LEXISNEXIS® © 2009).
28. V. Sumwalt, “’Bye Bye Brewington,” Workers’ Compensation Law Community Powered by Larson’s, August 19, 2009 (LEXIS-NEXIS® © 2009).
29. V. Sumwalt, “A North Carolina Perspective: Mediation Pros and Cons,” Chronicles (South Carolina Workers’ Compensation Education Association, Winter 2009-2010).
30. V. Sumwalt, “Vernon Sumwalt on Preapproval and Awards of Retroactive Attendant Care Services: Boylan v. Verizon Wireless, 685 S.E.2d 155 (2009),” 2010 Emerging Issues 4876 (February 2010, LEXIS-NEXIS® © 2010).
31. V. Sumwalt, “Vernon Sumwalt on ‘A Tale of Two Cases’ (Stare Decisis Only Matters Sometimes): Gregory v. W.A. Brown & Sons, 2010 N.C. LEXIS 35,” 2010 Emerging Issues 4912 (March 2010, LEXIS-NEXIS® © 2010).
32. V. Sumwalt (guest editor and contributor), “Off-Label Uses of Medical Products and Services,” LEXIS-NEXIS® Workers’ Compensation eNewsletter National Edition, vol. 2, issue 24 (June 13, 2011) (http://archive.constantcontact.com/fs077/1102828640660/ archive/1105759563348.html) (LEXIS-NEXIS ® © 2011).
33. Jennifer C. Jordan (editor-in-chief), The Complete Guide to Medicare Secondary Payor Compliance (LEXIS-NEXIS® © 2011) (wrote the North Carolina sub-chapter § 6.11 for “State Specific WCMSA Requirements”) (2011 edition and annual republications).
34. V. Sumwalt, “It’s Still the Economy, Stupid: Considering the NCCI Research Brief ‘Workers’ Compensation Claims Frequency,’” LEXIS-NEXIS® Workers’ Compensation eNewsletter National Edition vol. 2, issue 41 (October 10, 2011) (LEXIS-NEXIS® © 2011).
35. V. Sumwalt, “WCRI’s Baseline for Evaluating the Impact of North Carolina’s 2011 Reforms: A Measuring Stick That Falls Short,” LEXIS-NEXIS® Workers’ Compensation eNewsletter National Edition vol. 3, issue 9 (February 27, 2012) (LEXISNEXIS® © 2012).
36-38. G. Cammarano and V. Johnson (editors), North Carolina Workers’ Compensation Law: A Practical Guide to Success at Every Stage of a Claim (LEXIS-NEXIS® 1st ed. 2012, 2nd ed. 2014, 3rd ed. 2016) (Chapter 13, “Credits under the North Carolina Workers’ Compensation Act”).
39. V. Sumwalt, “Workers’ Comp Bills Filed in 2013,” Trial Briefs (North Carolina Advocates for Justice, August 2013).
40. T. Robinson and R. Kobayashi (editors-in-chief), “Commentary on 2013 North Carolina Workers’ Comp Related Legislation,” Workers’ Compensation Emerging Issues Analysis (LEXIS-NEXIS® © 2013 ed.).
41. V. Sumwalt, “Workers’ Compensation and Its Secondary Payers: Medicare and Medicaid,” LexisNexis e-Newsletter Feb. 17, 2015, at http://www.lexisnexis.com/legalnewsroom/workers-compensation/b/recent-cases-newstrends-developments/archive/2015/02/13workers-compensation-and-its-secondarypayers-medicare-and-medicaid.aspx.
42-48. V. Sumwalt, editor and author, Lexis-Nexis Practice Guide: North Carolina Workers’ Compensation (LEXIS-NEXIS® © 2017, 2018, 2019, 2020, 2021, 2022 eds.).
49. Negligence Policy, Elements, and Evidence: The Role of Foreseeability in the Law of Fifty States (Balloon Press © 2018).
50. V. Sumwalt, “President’s Column,” Trial Briefs (N.C. Advocates for Justice, July 2019).
51. V. Sumwalt, “President’s Column: Our Time to Take Back the Courtroom,” North Carolina Advocates for Justice blog (www.ncadvocatesforjustice.wordpress.com published September 29, 2019).
52. V. Sumwalt, “President’s Column: Music Lessons (and the Legend of Ben Folds),” Trial Briefs (N.C. Advocates for Justice, October 2019).
53. V. Sumwalt, “President’s Column: Best Lawyers v. Best Lawyering,” Trial Briefs (N.C. Advocates for Justice, Winter 2020).
54. V. Sumwalt, “President’s Column: The Extra Mile (The World is Changing—and So Are We),” Trial Briefs (N.C. Advocates for Justice, Spring 2020)
55. V. Johnson and K. Bunn (editors), North Carolina Workers’ Compensation Law: A Practical Guide to Success at Every Stage of a Claim (LEXIS-NEXIS® 4th ed. 2022) (Chapter 13, “Credits under the North Carolina Workers’ Compensation Act”).
56. W. Barnes, A. Cox, G. McGriff, E. Scott-Moise, V. Sumwalt, and H. Wilson, The Law of Automobile Insurance In South Carolina (8th edition, South Carolina Bar (c) 2024) (PIP and Statutory Liens chapters).

Presentations and Teaching

1. “Everyone Has to Stand in Line Once in a While—Statutory Liens,” It Takes More Than a Threatening Letter to Settle the Claim (South Carolina Bar, October 27, 2000).
2. Practical Legal Ethics in North Carolina: Issues and Answers (National Business Institute, February 21, 2001).
3. “The In’s and Out’s of Workers’ Comp Practice (Overview of Statutory Benefits),” Practical Skills for New (and Not-So-New) Attorneys (North Carolina Academy of Trial Lawyers, August 23-24, 2001).
4. Workers’ Compensation in North Carolina (National Business Institute, May 3, 2002).
5. “The In’s and Out’s of a Workers’ Comp Practice (Overview of Statutory Benefits),” You’ve Passed the Bar… Now What?—Practical Trial Skills (North Carolina Academy of Trial Lawyers, September 5-6, 2002).
6. “Statutory Liens,” 2002 South Carolina Automobile Insurance Update (South Carolina Bar, October 25, 2002).
7. Advanced Workers’ Compensation in North Carolina (National Business Institute, November 19, 2002).
8. “Medicare, Medicare, and More Medicare (Or, Things that Go ‘Bump’ in Your Workers’ Compensation Case),” Workers’ Compensation: Unraveling the Mystery/ 8th Annual Workers’ Compensation Section Annual Meeting (North Carolina Bar Association, February 21-22, 2003) (paper only).
9. “Ethical Issues Related to Workers’ Compensation, Social Security Disability, and Personal Injury Litigation,” Legal Ethics in North Carolina (Lorman Educational Services, February 21, 2003).
10. Workers’ Compensation in North Carolina (National Business Institute, May 16, 2003).
11. “Legal Ethics for Legal Assistants,” Basics of Legal Assisting in North Carolina (HalfMoon Seminars, April 25, 2003).
12. “Where Am I and Where Do I File the Claim? Comparing Other Jurisdictions—North Carolina,” South Carolina Workers’ Compensation Law: Take It From the Top (South Carolina Bar, May 30, 2003).
13. “Knight, Willey, Arp, and More: How Should We Change our Practices?” NCATL Convention 2003 (North Carolina Academy of Trial Lawyers, June 17, 2003).
14. “A Continuation of the Medicare Forum and Its Impact on the Workers’ Compensation System,” Workers’ Compensation Committee Program (American Bar Association Section of Labor & Employment Law, August 11, 2003) (paper only).
15. “The In’s and Out’s of a Workers’ Comp Practice (Overview of Statutory Benefits),” Practical Trial Skills for New (and Not-So-New) Attorneys (North Carolina Academy of Trial Lawyers, September 12, 2003).
16. Advanced Workers’ Compensation in North Carolina (National Business Institute, November 3, 2003).
17. “Current Status of Credits under G.S. § 97-47,” 10th Annual Workplace Torts & Workers’ Compensation (North Carolina Academy of Trial Lawyers, December 5, 2003).
18. “Medicare, HIPPA, and Other Things You Don’t Find in Chapter 97,” Advanced Workers’ Compensation: Meeting the Challenges of a Changing Workplace / 9th Annual Workers’ Compensation Meeting (North Carolina Bar Association, February 20-21, 2004) (paper only).
19. “Defending Workers’ Compensation Claims in North Carolina: A View from Both the Claimants’ and Defense Attorneys (Claimants’ Perspective),” North Carolina Workers’ Comp Update 2004 (Council on Education and Management, May 4, 2004).
20. Handling a Social Security Case in North Carolina (National Business Institute, July 19, 2004).
21. Workers’ Compensation in North Carolina (National Business Institute, August 31, 2004).
22. “Woody: Where to Go From Here? (The Plaintiff’s Perspective),” Workers’ Compensation 2005: Navigating the Workplace Maze—10th Annual Workers’ Compensation Section Meeting (North Carolina Bar Association, February 18, 2005).
23. “CMS and Medicare Set-Asides and Allocations: Where Do We Stand Now?” 10th Annual Workers’ Comp Roundtable (North Carolina Academy of Trial Lawyers, March 4, 2005).
24. “What Every Workers’ Compensation Paralegal Should Know About Medicare and Social Security Disability,” Claimant and Defense Attorneys—Paralegal/Legal Assistant Seminar (South Carolina Workers’ Compensation Educational Association and the South Carolina Workers’ Compensation Commission, May 20, 2005).
25. “Medicare Set-Asides for Personal Injury Cases, “ NCATL Convention 2005 (North Carolina Academy of Trial Lawyers, June 21, 2005).
26. Getting Maximum Benefits for Your Social Security Disability Clients in North Carolina (National Business Institute, July 13, 2005).
27. “The In’s and Out’s of a Workers’ Comp Practice,” Practical Skills for New (and Not-SoNew) Attorneys (North Carolina Academy of Trial Lawyers, September 15, 2005).
28. “Interplay Between Benefits—Workers’ Comp, Social Security Disability, Medicare, Long-Term Disability, Unemployment Compensation, and Average Weekly Wage,” Advanced Workers’ Compensation in North Carolina (Sterling Education Service, November 15, 2005).
29. “Workers’ Comp Liens—N.C. Gen. Stat. § 97-10.2 Update,” 12th Annual Workplace Torts and Workers’ Compensation (North Carolina Academy of Trial Lawyers, December 2, 2005).
30. Advanced Workers’ Compensation in North Carolina (National Business Institute, December 12, 2005).
31. “Medicare Set-Asides in Personal Injury Litigation,” Disbursements 2006 (North Carolina Academy of Trial Lawyers, January 20, 2006).
32. “Medicare Set-Asides in Personal Injury Litigation,” Disbursements 2006 (North Carolina Academy of Trial Lawyers, February 24, 2006).
33. “Proving Causation in Injury Cases,” 13th Annual Workers’ Comp Roundtable (North Carolina Academy of Trial Lawyers, March 3, 2006).
34. North Carolina Workers’ Comp Update 2006 (Council on Education and Management, August 16, 2006).
35. “Concurrent Receipt of Workers’ Compensation, Social Security, and Medicare Benefits,” Advanced Workers’ Compensation (Sterling Education Services, September 26, 2006).
36-37. “(1) Preparing for the Pre-Hearing Conference and (2) Calculation of Compensation Ratings and Settlements,” Workers’ Compensation Hearings: Techniques and Strategies for Success (National Business Institute, October 19, 2006).
38. “Medicare Panel with Q&A,” 13th Annual Workplace Torts and Workers’ Comp (North Carolina Academy of Trial Lawyers, December 1, 2006).
39. The Devil is in the Details: Hot Topics in Workers’ Compensation Law (North Carolina Bar Association, February 16-17, 2007) (Moderator/Program Planner).
40. “Drafting Opinions and Awards that Will Survive on Appeal,” Workers’ Comp Roundtable 2007 (North Carolina Academy of Trial Lawyers, March 16, 2007).
41. Workers’ Compensation Law Update (National Business Institute, October 4, 2007).
42. “Getting the Math Right: Handling Liens and Set-Asides,” A is for Accident: A Workers’ Compensation Primer (North Carolina Bar Association, October 5, 2007).
43. “Ethical Contacts with Treating Physicians and Other Parties in Workers’ Compensation Claims,” 12th Annual North Carolina Workers’ Compensation Educational Conference (North Carolina Industrial Commission, October 10, 2007).
44. Handling a Social Security Disability Case (National Business Institute, October 11, 2007).
45-46. “The Workers’ Compensation Claim” and “Interplay Between Benefits—WC, SSD, UC, Medicare, Long-Term Disability,” Fundamentals of Workers’ Compensation (Sterling Education Services, Inc., October 16, 2007).
47. “Medicare Panel and Questions” and “Workers’ Compensation Liens—97-10.2 Update,” 14th Annual Workplace Torts and Workers’ Comp (North Carolina Academy of Trial Lawyers, December 7, 2007).
47. Advanced Workers’ Compensation (National Business Institute, December 12, 2007).
48. Getting Ahead of the “Comp”etition: Key Issues in Workers’ Compensation law (North Carolina Bar Association, February 15-16, 2008) (Program Planner).
49. “Calculating Compensatory Earnings and the Interplay Between Benefits: Coordination of Workers’ Compensation With Other Benefits,” Advanced Workers’ Compensation (Sterling Education Services, Inc., March 4, 2008).
50. “Settlement Demands, Future Medicals, and Attendant Care,” 13th Annual Workers’ Comp Roundtable (North Carolina Academy of Trial Lawyers, March 7, 2008).
51. “Reimbursement Claims in Workers’ Compensation Cases,” Liens, Liens, and More Liens: Resolving Claims of Subrogation and Reimbursement 2008 (South Carolina Bar, May 2, 2008).
52. “Social Security/Medicare Issues,” Dissecting a Workers’ Compensation Case (South Carolina Bar, September 5, 2008).
53. Workers’ Compensation Update (National Business Institute, October 1, 2008).
54. “Getting the Math Right: Handling Liens and Set Asides,” Basics of Workers’ Compensation (North Carolina Bar Association, October 17, 2008).
55. “Exclusive Remedy is Not the Only Game in Town: How to Maximize Recoveries in Workers’ Compensation Cases,” Injured Workers’ Advocates 26th Annual Convention (South Carolina Injured Workers’ Advocates, November 6-8, 2008).
56. Advanced Workers’ Compensation (National Business Institute, December 10, 2008).
57. “Sources of Coverage (Workers’ Compensation),” Sources of Coverage: Exploring the “Maze” of Insurance Law (North Carolina Advocates for Justice, January 15, 2009).
58. “Evidence-Based Medicine,” 14th Annual Workers’ Compensation Roundtable (North Carolina Advocates for Justice, March 6, 2009).
59. “Coordination of Workers’ Compensation with (1) Social Security Disability, (2) ShortTerm and Long-Term Disability, (3) Unemployment, and (4) Medicare,” Advanced Workers’ Compensation in North Carolina (Sterling Education Services, Inc., June 16, 2009).
60. Coordination of Workers’ Compensation with (1) Social Security Disability, (2) ShortTerm and Long-Term Disability, (3) Unemployment, and (4) Medicare (National Business Institute, September 11, 2009).
61. “Workers’ Compensation,” Beyond the Elements II: South Carolina Damages from A to Z (South Carolina Bar, September 25, 2009).
62. “Getting the Math Right: Handling Liens & Set Asides,” 2009 Basics of Workers’ Compensation (North Carolina Bar Association, October 2, 2009).
63. “Let’s Talk Rehab (Plaintiff’s Perspective),” 14th Annual North Carolina Workers’ Compensation Educational Conference (North Carolina Industrial Commission, October 8, 2009).
64. Workers’ Compensation Law Update (National Business Institute, October 13, 2009).
65. “Medicare Set-Asides and the Motor Vehicle Case—What You Don’t Know Will Hurt You,” The 2009 South Carolina Automobile Update (South Carolina Bar, October 23, 2009).
66. “Handling Family Law Issues under the North Carolina Workers’ Compensation Act— Alimony, Child Support, and Equitable Distribution,” 16th Annual Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice, December 4, 2009).
67. “Is There any Law Regarding Occupational Disease?” and “”Medicare/Social Security: Do I Really Have to Deal with Them in My Workers’ Compensation Case?” Occupational Disease Before the North Carolina Industrial Commission (North Carolina Advocates for Justice, January 29, 2010) (Program Planner).
68. Breakout Moderator, 15th Annual Workers’ Comp Roundtable (North Carolina Advocates for Justice, March 5, 2010).
69. “Workers’ Compensation Belli Nuggets—Ten ‘Do and Don’t’ Tips for Trying Attendant Care Cases,” 2010 Convention (North Carolina Advocates for Justice, June 22, 2010).
70. “Coordination of Workers’ Compensation With Social Security Disability,” Handling a Social Security Disability Case (National Business Institute, July 22, 2010).
71. “Coordination of Workers’ Compensation Benefits with Short-Term Disability, LongTerm Disability, Social Security Disability, Unemployment Compensation, and Medicare,” Advanced Workers’ Compensation (National Business Institute, September 14, 2010).
72. “Allocation of Third Party Proceeds,” “Tips for Successfully Negotiating a Settlement (for Both Sides),” “ERISA and Medicare Interplay with Workers’ Compensation—Who Pays Medical Claims?” Workers’ Compensation Subrogation (National Business Institute, September 16, 2010).
73. “Getting the Math Right: Handling Liens & Set Asides,” Accidents Happen—2010 Basics of Workers’ Compensation (North Carolina Bar Association, October 1, 2010) (Seminar Planner).
74. “The Language of Mediate Settlement Agreements and Clinchers: Protecting Your Clients (Belli Nugget Presentation),” Mountain Magic (North Carolina Advocates for Justice, October 16, 2010).
75. “Client Intake in Workers’ Compensation Cases,” 2010 Convention (South Carolina Injured Workers’ Advocates, November 6, 2010).
76. Medicare Panel, Workplace Torts & Workers’ Compensation (North Carolina Advocates for Justice, December 3, 2010).
77. “Effective Methods for Claim Resolution,” “Overcoming Common Ethical Hurdles Faced by Workers’ Compensation Attorneys,” and “Overcoming Post-Resolution Challenges,” Workers’ Comp Law Update (National Business Institute, December 13, 2010).
78. Occupational Diseases (North Carolina Advocates for Justice, January 28, 2011) (seminar planner and moderator, presenter).
79. “The Dangers of Confidentiality Agreements” and “Properly Drafting Social Security Disability Offset Language (panel member),” Workers’ Compensation Roundtable (North Carolina Advocates for Justice, March 4, 2011).
80. Convention 2011 (North Carolina Advocates for Justice, June 18-22, 2011) (Convention Co-Chair) (moderated “Greatest Wins” and “Greatest Losses” presentations and introduced Keynote Speaker Erin Brockovich).
81. “Social Security Disability and Workers’ Compensation,” 16th Annual North Carolina Workers’ Compensation Educational Conference (North Carolina Industrial Commission, October 19, 2011).
82. “Practice Tips for Dealing with the New Law in Existing Cases” and “Evaluating Claims Arising on or after 6-24-2011,” Roundtable on 2011 Changes to the Workers’ Compensation Act (North Carolina Advocates for Justice, October 28, 2011).
83. “Getting the Math Right: Handling Liens and Medicare Set Asides,” Workplace Injuries and Conditions: 2011 Basics of Workers’ Compensation (North Carolina Bar Association, November 10, 2011).
84. “Ramifications of the Year’s Most Important Appellate Court Decisions (panel discussion),” 18th Annual Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice, December 2, 2011).
85. 17th Annual Workers’ Comp Roundtable (North Carolina Advocates for Justice, March 2, 2012) (Program Chair).
86. “Workers’ Comp: Legislative Update and How this New Legislation Affects Paralegals,” Spring Seminar for Paralegals (North Carolina Advocates for Justice, March 14, 2012).
87. Convention 2012 (North Carolina Advocates for Justice, June 16-20, 2012) (Convention Co-Chair) (presented “Attendant Care” section of workers’ compensation case law review on June 19, 2012).
88. “What’s New in Social Security Disability and Medicare,” The Law of Workers’ Compensation in SC—2012 Update (SC Bar, September 21, 2012).
89. Learning the Ropes—Workers’ Compensation Basics (North Carolina Advocates for Justice, October 5, 2012) (presented “Introduction to Workers’ Compensation Law” and “Evaluating a Claim for Representation).
90. Case Law Update, 17th Annual North Carolina Workers’ Compensation Educational Conference (N.C. Industrial Commission, October 12, 2012) (presented with Bruce Hamilton).
91. Panel Discussion: Ramifications of the Year’s Most Important Appellant Court Decisions, Workplace Torts & Workers’ Comp (North Carolina Advocates for Justice, December 7, 2012).
92. New Workers’ Comp Rules, 18th Annual Workers’ Comp Roundtable (North Carolina Advocates for Justice, April 12, 2013).
93 & 94. Update on the Industrial Commission’s Rulemaking Under the Administrative Procedures Act and Workers’ Compensation Case Law Update, 2013 Convention, including the Summer Conference for Paralegals (North Carolina Advocates for Justice, June 15 and 16, 2013).
95. North Carolina Case Law Update, 18th Annual North Carolina Workers’ Compensation Educational Conference (N.C. Industrial Commission, October 11, 2013) (presented with Bruce Hamilton).
96. “Proving Your Workers’ Comp Case: Tips on Disability,” Mountain Magic (North Carolina Advocates for Justice, October 19, 2013) (discussed Medlin case in Kevin Bunn’s presentation).
97. Workers’ Compensation (Concurrent Law Update), 2014 Convention (North Carolina Advocates for Justice, June 15, 2014) (with Jay Gervasi, Stewart Poisson, and Richard Harper).
98. Case Law Update, 2014 North Carolina Educational Conference (N.C. Industrial Commission, October 10, 2014) (presented with Bruce Hamilton).
99. Workers’ Compensation and Its Secondary Payers: Medicare and Medicaid, 22nd Annual National Workers’ Compensation and Disability Conference & Expo (Las Vegas, Nevada, on November 20, 2014) (presented with Jennifer Jordan and Tim Nay).
100. “Establishing Disability Under the North Carolina Workers’ Compensation Act in 2015: The Spectrum of Earning Capacity Issues from Impairment to Restoration,” Grandover CLE, North Carolina Bar Association (Greensboro, North Carolina, February 5 and 6,2015) (panel discussion with Henry Byrum, Bruce Hamilton, Larry Baker, Rick Harper, and Stewart Poisson, and moderated by Neill Fuleihan).
101. New Industrial Commission Rules and Their Impact on North Carolina Workers’ Compensation Cases, Mecklenburg County Bar (Charlotte, North Carolina, February 24, 2015).
102. “So You Filed Your Notice of Appeal… Now What?” 20th Annual Workers’ Compensation Roundtable (North Carolina Advocates for Justice, Raleigh, North Carolina, March 6, 2015).
103. Workers’ Compensation (Concurrent Law Update), 2015 Convention (North Carolina Advocates for Justice, June 14, 2015) (with Jay Gervasi, Richard Harper, and Stewart Poisson).
104. “Case Law Update,” North Carolina Industrial Commission’s Educational Conference (October 16, 2015) (Raleigh, North Carolina) (with Bruce Hamilton).
105. Moderator and Appellate Case Law Update, Workers’ Compensation and Workplace Torts (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 4, 2015).
106. Personal Injury Protection and Statutory Liens, 2015 South Carolina Automobile Insurance Law Update (S.C. Bar, Columbia, South Carolina, December 18, 2015).
107. Workers’ Compensation (Concurrent Law Update), 2016 Convention (North Carolina Advocates for Justice, June 21, 2016) (with Jay Gervasi, Richard Harper, and Stewart Poisson).
108. “Attorney Sparring (Plaintiff’s Perspective),” 2016 Southeastern RIMS Conference (Asheville, North Carolina, September 27, 2016).
109. “Case Law Update,” North Carolina Industrial Commission’s Educational Conference (October 7, 2016) (Raleigh, North Carolina) (with Bruce Hamilton)
110. “Fall Conference for Paralegals,” North Carolina Advocates for Justice (Asheville, North Carolina, October 14, 2016).
111. “Differences between Workers’ Compensation in Georgia, South Carolina, and North Carolina,” South Carolina Injured Workers’ Advocates Convention (Asheville, North Carolina, November 5, 2016).
112. Moderator and Appellate Case Law Update, Workers’ Compensation and Workplace Torts (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, scheduled for December 2, 2016).
113. Workers’ Compensation (Concurrent Law Update), 2017 Convention (North Carolina Advocates for Justice, 2017) (with Jay Gervasi, Richard Harper, and Stewart Poisson).
114. North Carolina Case Law Update, North Carolina Industrial Commission’s Educational Conference (October 6, 2017) (Raleigh, North Carolina) (with Bruce Hamilton).
115. Moderator, Spotting a Class Action and Taking Action, North Carolina Advocates for Justice (October 25, 2017) (Raleigh, North Carolina).
116. Moderator and Appellate Case Law Update , Workers’ Compensation and Workplace Torts (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 1, 2017).
117. Workers’ Compensation (Concurrent Law Update), 2018 Convention (North Carolina Advocates for Justice) (with Jay Gervasi, Annemarie Pantazis, and Stewart Poisson).
118. Case Law Update, 23rd Annual North Carolina Industrial Commission Educational Conference (Raleigh, North Carolina, October 12, 2018) (with Bruce Hamilton).
119. Moderator and Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 7, 2018).
120. With Professor Lee Peoples (Okla. City Univ. Sch. of Law), “Overview of Changes Proposed by the Restatement 3rd and Introduction to Negligence: Purpose, Elements & Evidence,” Civil Masters in Advocacy (North Carolina Advocates for Justice, Greensboro, North Carolina, April 5, 2019).
121. Workers’ Compensation Appellate Case Update, 2019 Convention (North Carolina Advocates for Justice, June 20, 2019, Wilmington, North Carolina) (with Jay Gervasi and Stewart Poisson).
122. “Top 10 Issues Between Workers’ Compensation and Social Security,” SCAJ Convention 2019 (South Carolina Advocates for Justice, August 1-3, 3019).
123. With Jon Moore. “Trial Skills: Focus Groups.” North Carolina Advocates for Justice (Charlotte, North Carolina, Sept. 26, 2019) (substituted for William Goldfarb).
124. Panel discussion with Grady Beard, Marti Bluestein, Shannon Till Poteat, Allison Sullivan, Derrick Williams, “The One Thing I Wish I Knew,” Workers’ Comp Practice Tips from the Pros, South Carolina Bar (Columbia, South Carolina, October 3, 2019)
125. With Bruce Hamilton. Case Law Update, 24th Annual North Carolina Industrial Commission Educational Conference (Raleigh, North Carolina, October 4, 2019).
126. “North Carolina Workers’ Compensation Law,” Atlantic Coast Labor Management Conference (Myrtle Beach, South Carolina, October 16-18, 2019).
127. Panel discussion, “Preparing and Taking Doctors’ Depositions,” South Carolina Injured Workers’ Advocates Annual Convention (Asheville, North Carolina, November 9, 2019).
128. “Workers’ Compensation Law,” 2019 Half Day Workshop, Blue Ridge Safety Council (Shelby, North Carolina, December 5, 2019).
129. Moderator and Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 6, 2019).
130. With Richard Harper, Jerri Simmons, and Jeff Kadis. “Six Months In—Forecasting the Future of N.C. Gen. Stat. § 97-29(c) in February 2020.” Let’s Just All Agree to Disagree: 2020 Workers’ Compensation Annual Mtg. (North Carolina Bar Association) (Greensboro, North Carolina, February 7, 2020).
131. “Uncompromising the Great Compromise of Workers’ Compensation—New Routes Around the Exclusive Remedy Doctrine,” Southern Trial Lawyers (New Orleans, Louisiana, February 22, 2020)
132. “SSDI Offsets, How to Solve Non-Recognition Problems at SSA,” Quirky Issues 2020 (North Carolina Advocates for Justice, Virtual CLE in North Carolina, September 18, 2020).
133. “Handling a Workers’ Compensation Claim when Third-Party Liability is Involved: Issues that Can and Will Arise,” 2020 Paralegal Fall Conference (North Carolina Advocates for Justice, October 9, 2020).
134. With Bruce Hamilton. “Case Law Update.” North Carolina Industrial Commission Educational Conference (Virtual Conference in North Carolina, October 16, 2020). https://www.ic.nc.gov/Brochure_NC20_Rev6FF-1.pdf
135. Moderator and Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (Virtual Conference in North Carolina, December 4, 2020).
136. “Legal and Evidentiary Standards of Disability (Are There Any Presumptions Left?),” 26th Annual Workers’ Compensation Roundtable (North Carolina Advocates for Justice) (Virtual Conference in North Carolina, April 9, 2021).
137. Workers’ Compensation Appellate Case Update, 2021 Convention (North Carolina Advocates for Justice, June 10, 2021, virtual presentation with Jay Gervasi).
138. With Heidi Chapman. “When Death Claims Don’t Die.” Workers’ Compensation 2021: Quirky Issues in Workers’ Compensation (North Carolina Advocates for Justice, Virtual CLE, September 10, 2021). https://www.ncaj.com/?pg=events&evAction=showDetail&eid=98883.
139. With Bruce Hamilton. “Case Law Update.” North Carolina Industrial Commission Workers’ Compensation Educational Conference (Raleigh, North Carolina, October 8, 2021).
140. With Paul McCoy. “Challenges Faced on Both Sides of a Claim.” The Basics of Workers’ Compensation Law: 2021 Workers’ Compensation Fall Program (North Carolina Bar Association, virtual presentation, November 5, 2021).
141. Moderator and Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (virtual presentation on December 3, 2021).
142. With Jay Gervasi. “Workers’ Compensation Update.” 2022 Convention (North Carolina Advocates for Justice, June 17, 2022) (Charlotte, North Carolina).
143. With Bruce Hamilton. “Case Law Update and JeoParody!” North Carolina Industrial Commission Workers’ Compensation Educational Conference (Raleigh, North Carolina, October 14, 2022).
144. Moderator and Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 2, 2022).
145. With Jay Gervasi. “Workers’ Compensation Update.” 2023 Convention (North Carolina Advocates for Justice, June 16, 2023) (Charlotte, North Carolina).
146. With Heather Baker. “Case Law Update and JeoParody!” North Carolina Industrial Commission Workers’ Compensation Educational Conference (Raleigh, North Carolina, October 6, 2023).
147. Co-Presenter with Stewart Poisson, Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 1, 2023).
148. Chair / Moderator, WILG Southeastern Conference (Workplace Injury Litigation Group) (Washington, DC, April 12-13, 2024).
149. With Jay Gervasi and Stewart Poisson. “Workers’ Compensation Update.” 2024 Convention (North Carolina Advocates for Justice, June 14, 2024)
150. Conflicts of Laws and Workers’ Compensation in Multiple States (South Carolina Association for Justice) (Hilton Head Island, South Carolina, August 2024).
151. “Who is an Insured’?” South Carolina Law of Automobile Insurance (South Carolina Bar) (Columbia, South Carolina, October 4, 2024)
152. Co-Presenter with Stewart Poisson, Appellate Case Law Update, Workplace Torts and Workers’ Compensation (North Carolina Advocates for Justice) (Chapel Hill, North Carolina, December 6, 2024).
153. Catastrophic Claims: Attendant Care Issues and Life Care Plans,” 2025 Workers’ Compensation Section Program (North Carolina Bar Association, January 31-February 2, 2025) (The Grandover Resort, Greensboro, North Carolina).

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