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Saturday, April 14

 
 

Owner–Management–Employee Alignment (A4-401)

Speakers:
Jill R. White, MBA, COE
Jane T. Shuman, COT, COE, OCS

1:30 – 2:30 p.m.
Meeting Room: Level 2, East Overlook
Register

This course will feature physician owners, administrators, employed physicians (MD and OD) and clinic employees unveiling their, likely differing, perspectives on practice strategies, goals, and initiatives. Presenters will integrate fun interactions with serious discussions on how to align dissonant perspectives. The information presented could be repeated at attendees’ home practices.

 
 

To Merge or Not to Merge: That is the Question (A4-409)

Speakers:
Andrew T. Maller, MBA, COE
Zachary Smith, MHSA, COE

1:30 – 2:30 p.m.
Meeting Room: Level 2, 204B
Register

This course will address they key strategic, financial, and operational issues to consider when looking to acquire or merge with another practice. Presenters will use a "real-life" example to walk through the initial stages of the merger process—from initial thought into reality. For any practice looking to grow through merger or acquisition, this course will help pave the way.

Sunday, April 15

 
 

Compliance Dilemmas (A5-301)

Speakers:
Allison Shuren, MSN, JD
John McInnes, MD, JD
Kevin J. Corcoran, COE, CPC, CPMA, FNAO

10:30 – 11:30 a.m.
Meeting Room: Level 2, East Overlook
Register

This course will present a series of case studies examining compliance issues and the potential attention paid to them. The presenters have designed an interactive session to assist administrators with the challenge of staying current with changing regulations.

 
 

Labor Law Update: Legal Issues Involving Claims of Harassment, Hostile Work Environment, Retaliation, and Other Related Regulations (A5-303)

Speakers:
Daniel D. Chambers, MBA, COE
Joshua Alloy, JD

10:30 – 11:30 a.m.
Meeting Room: Level 2, 209BC
Register

This course will review updated legal guidelines from a labor attorney on harassment, hostile work environment, and retaliation in the workplace, and how best to address concerns reported by employees.

 
 

Benchmarking to Improve Your Practice’s Bottom Line (A5-403)

Speaker:
Maureen L. Waddle, MBA

1:30 – 2:30 p.m.
Meeting Room: Level 2, 207B
Register

What key performance indicators should practices monitor to make informed business decisions? How can you use benchmarks to understand current practice performance and set goals for productivity, staffing, compensation, operating efficiency, and revenue cycle management? Learn how to get the most out of benchmarking and ASOAnalytics.

 
 

Financial Statements 101: Evaluating the Health of Your Practice (A5-503)

Speakers:
Andrew T. Maller, MBA, COE
Laurie K. Brown, MBA, COMT, COE, CPC

2:45 – 3:45 p.m.
Meeting Room: Level 2, 203AB
Register

This course will provide attendees with guidance on how to interpret practice financial statements, such as balance sheets, profit and loss statements, and statements of cash flow. Presenters will use case studies to introduce key performance indicators that measure practice financial health in order to set goals for improvement. Lastly, attendees will receive guidance on communicating these numbers to practice owners.

 
 

Private Equity: Listen to the Why and Transition Experience by Panel Members When Practices Sell to PE Firms–Including Impact on the Ophthalmic Practice (Part 1) (A5-504)

Speakers:
Daniel D. Chambers, MBA, COE
Philip W. Isham, COE, OCS
Brent Wilde, MBA

2:45 – 3:45 p.m.
Meeting Room: Level 2, 207B
Register

This course will offer a panel discussion from administrators and consultants involved with private equity transactions within ophthalmic practices. Topics will include key reasons, the process, and their first year experience with organizational changes.

 
 

Private Equity: Review the Regulatory Issues and Transactional / Valuation Terms by Experienced Attorneys to Consider when Selling to Private Equity (Part 2) (A5-604)

Speakers:
Daniel D. Chambers, MBA, COE
Allison Shuren, MSN, JD
J. Matthew Owens
Mark Rosenberg

4 – 5 p.m.
Meeting Room: Level 2, 207B
Register

This course will offer experience and advice from attorneys that have assisted practices with the regulatory issues and transactional components of the sale to a private equity firm.

Monday, April 16

 
 

Is Your Practice Ready to Grow? Developing a Plan for Expansion, Evolution, and Extension (A6-102)

Speaker:
Julie A. Ransom Chaney, MPH, OSC

8 – 9 a.m.
Meeting Room: Level 2, 201
Register

Is your practice ready to expand or grow? This course will provide you with an opportunity to evaluate your practice's current needs, capabilities, and capacity. Then what happens after you decide to expand? Learn how to develop a project management plan and hear real examples of successful expansions as well as some less successful projects.

 
 

Practice Mergers and Acquisitions: Cultural, Historical, and Leadership Factors to Ensure More Effective Integration and Long-Term Viability (A6-103)

Speaker:
Craig N. Piso, PhD

8 – 9 a.m.
Meeting Room: Level 2, 203AB
Register

This course will cover the three primary organizational development variables to consider and manage as part of practice mergers/acquisitions: respective histories, culture, and leadership. Presenters will help practice administrators prepare to serve as strategic partners in making such decisions and to become more effective in managing new relationships and integration toward longer-term operational and business success.

 
 

Practice Valuations: Understanding the Valuation Process and How to Use It in Business Transactions (A6-205)

Speakers:
Andrew T. Maller, MBA, COE
Dixon Davis, MBA, MHSA

9:15 – 10:15 a.m.
Meeting Room: Level 2, 207A
Registe

This course will help attendees learn the key elements of how practices are valued, based on different types of business transactions. As the world of ophthalmology has rapidly changed in recent years, due to physicians retiring and the presence of private equity, practice owners and administrators must understand the valuation process and how it impacts the future goals of the business.

 
 

Shareholder Compensation Models for Today's Practices (A6-209)

Speaker:
Maureen L. Waddle, MBA

9:15 – 10:15 a.m.
Meeting Room: Level 2, 204B
Register

What is fair to one is not fair to the other. As practices increase in complexity and payer methods change, practices have had to revisit their compensation models. This course will overview external forces impacting shareholder and provider compensation, several models for sharing income, and provide cases studies for consideration.

 
 

Practice Succession Planning: Private Equity v. Traditional Pathways (A6-307)

Speakers:
John B. Pinto
Corinne Z. Wohl, MHSA, COE

10:30 – 11:30 a.m.
Meeting Room: Level 2, 204A
Register

This course will review the use of benchmarks to help owners and administrators analyze the financial impact of hiring a new optometrist or ophthalmologist. Productivity measures are also used to help set reasonable performance expectations.

 
 

Do I Have the Right Number of Staff? Benchmarks and Volumes to Drive Staffing Models (A6-407)

Speaker:
Maureen L. Waddle, MBA

1:30 – 2:30 p.m.
Meeting Room: Level 2, 204A
Register

This course introduces an Excel tool to help owners and managers answer one of the most common questions: “Do I have the right number of staff members?” The course provides an overview of industry staffing benchmarks and the pros and cons of that information. It discusses the importance of time and flow studies to help improve operational efficiency and to predict staffing needs. Attendees are eligible to receive the Excel file for customization in their practice.

 
 

Beyond Benchmarking: Implementing Fact-Based Practice Improvements (A6-505)

Speakers:
John B. Pinto
Corinne Z. Wohl, MHSA, COE

2:45 – 3:45 p.m.
Meeting Room: Level 2, 207A
Register

This course will refresh and deepen your understanding of key performance indicators. Practice benchmarking has become an old, parched topic. Presenters will bring life to the subject with case histories of practices that have harnessed dry statistics to improve financial and operational performance.

 
 

Succession Planning for Your Practice: A Strategic Approach to Prepare for Transitioning Physicians (A6-603)

Speakers:
Dixon Davis, MBA, MHSA
Zachary Smith, MHSA, COE

4 – 5 p.m.
Meeting Room: Level 2, 203AB
Register

This course will be an interactive discussion led by a senior consultant and active practice administrator on how to strategically implement succession planning for practices with physicians toward the middle to end of their careers. Presenters and attendees will discuss strategies and real life examples for recruitment and retention of high quality associates, buy in / buy out strategies, mergers and acquisitions, and private equity considerations.

 
 

Finding Efficiency, Regulation Automation, and Cost Control in a Modern ASC (A6-608)

Speakers:
Anish Kapur, MD
Nikki Hurley, RN, MBA, COE

4 – 5 p.m.
Meeting Room: Level 2, 204A
Register

This course will teach the attendees how to use the data collected at their ASC to become more efficient, control their costs, and automate as many of the regulatory measures as possible.

Tuesday, April 17

 
 

Do's & Don'ts Before and After a Ransomware Attack: How Not to Lose Your Practice (A7-202)

Speakers:
Renee C. Bovelle, MD
Rob E. Campbell, MSCS

9:15 – 10:15 a.m.
Meeting Room: Level 2, 204A
Register

Attendees will learn how to mitigate the damaging effects of ransomware on their organization and how to prepare for and respond to ransomware attacks. Attendees will receive an overview of a Proper Incident Response Plan.