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2026-27 Program
Mon
Mon - Lecture 1:
Nationally recognized educator and longtime AEI faculty Dr. Louis Kuritzky brings both wisdom and humor to this essential topic. Drawing on real-world scenarios and decades of experience, Dr. Kuritzky explores practical frameworks for navigating the most challenging patient interactions—from drug-seeking behavior and emotional manipulation to boundary issues and chronic dissatisfaction. This engaging and insightful lecture offers tools clinicians can use immediately to reduce stress, preserve professionalism, and improve therapeutic relationships.
Louis Kuritzky, MD
is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the UCF/HCA Family Medicine Residency Program in Gainesville and a clinical assistant professor emeritus at the University of Florida. Dr. Kuritzky has given over 1,000 presentations to national and international medical audiences on dozens of clinical topics and has authored over 150 articles in journals including New England Journal of Medicine, JAMA, Comprehensive Therapy, Hospital Practice, Consultant, Postgraduate Medicine, Journal of Pain and Palliative Care, and Patient Care.
You may contact Dr. Kuritzky with any questions or comments at (352) 377–3193 or by email at lkuritzky@aol.com.
Mon - Lecture 2:
Medical malpractice claims remain a reality for physicians across all specialties, yet most clinicians receive little guidance on what to do when they are named in a lawsuit. This lecture reviews the frequency and financial impact of malpractice claims, common drivers such as documentation failures, and the essential steps in claims management, from notice and discovery to deposition and defense strategies. Attention is given to the emotional toll of litigation, including “litigation stress syndrome,” and approaches to maintaining personal well-being. Kevin Klauer, DO, EJD, Assistant Clinical Professor at Michigan State University College of Osteopathic Medicine and Ohio University Heritage College of Osteopathic Medicine, provides practical advice to help physicians navigate this challenging process, mitigate risk, and maintain professionalism under pressure.
Kevin Klauer, DO, EJD
is currently the Chief Executive Officer of the American Health Information Management Association and was formerly the System Chief Medical Officer HCA Florida and Ocala hospitals. He formerly served as CEO of the American Osteopathic Association and the Chief Medical Officer and Chief Risk Officer for TeamHealth. He holds the following faculty appointments: Clinical Asst. Professor, Michigan State University College of Osteopathic Medicine; Clinical Asst. Professor, Ohio University Heritage College of Osteopathic Medicine. He is the co-author of five risk management books: Bouncebacks: Critical Care, Bouncebacks: Pediatrics, Emergency Medicine; Bouncebacks: Medical and Legal (1at and 2nd Editions) and Risk Management and the Emergency Department: Executive Leadership for Protecting Patients and Hospitals. Dr. Klauer also served as the American College of Emergency Physicians Council Speaker and subsequently as a member of their Board of Directors. Dr. Klauer earned his Executive JD, with honors, from Concord Law School in 2011.
You may contact Dr. Klauer with your comments or questions at kevinklauer1@gmail.com.
Mon - Lecture 3:
Thiamine deficiency is a reversible but often overlooked contributor to neurologic and systemic disease. This lecture reviews the spectrum of disorders linked to vitamin B1 deficiency, including Wernicke-Korsakoff syndrome, beriberi variants, and& thiamine-related lactic acidosis. Drawing on case studies and original research, Michael Donnino, MD, Professor of Emergency Medicine and Medicine at Harvard Medical School and Director of the Center for Resuscitation Science at Beth Israel Deaconess Medical Center, explores diagnostic pitfalls, clarifies common misconceptions, and presents emerging evidence on thiamine supplementation in septic shock and other critical care settings. Emphasis is placed on recognizing high-risk populations and implementing treatment strategies that may significantly alter patient outcomes.
Michael W. Donnino, MD
is a Professor of Emergency Medicine at Harvard Medical School, and an attending physician in the Department of Emergency Medicine and Division of Pulmonary/Critical Care Medicine at Beth Israel Deaconess Medical Center. His clinical practice spans both the intensive care unit as well as the emergency department. Dr. Donnino was the first person in the country to train in a 6-year combined emergency medicine, internal medicine, and critical care program leading to board certification in all three areas. Dr. Donnino is also the Director of the Center for Resuscitation Science and Director of Critical Care in Emergency Medicine. Dr. Donnino’s research interests include clinical trials and clinical investigations in septic shock and cardiac arrest. In the field of cardiac arrest, Dr. Donnino is the lead investigator of a multi-center clinical trial evaluating the use of steroids in post-arrest shock and a multi-center trial evaluating thiamine as a metabolic resuscitator in septic shock. Other notable studies include an investigation in microcirculatory dysfunction post-arrest, an evaluation of the human metabolome in sepsis and post-cardiac arrest, and severity of illness scoring systems in post-cardiac arrest patients. Dr. Donnino is a member of the Advanced Cardiac Life Support (ACLS) Subcommittee at the American Heart Association and co-author of sections of the 2010 ACLS guidelines.
You may contact Dr. Donnino with your comments or questions at mdonnino@bidmc.harvard.edu.
Mon - Lecture 4:
Nationally recognized attorney and educator Alan Gassman, Esq. draws on decades of experience advising physicians and medical practices to reveal the most common, and most damaging mistakes in business and investment planning. Attendees will learn practical, actionable strategies to protect assets, work effectively with advisors, structure investments wisely, and build a strong financial foundation for both their practice and personal life. This talk delivers guidance every clinician can apply immediately to avoid costly missteps.
Alan S. Gassman, Esq
is a Florida attorney specializing in estate planning, asset protection, and advising physicians and healthcare professionals. A partner at Gassman, Denicolo & Ketron, P.A., he has over 40 years of experience helping doctors and business owners navigate legal, tax, and liability challenges. Board Certified in Wills, Trusts & Estates and an Accredited Estate Planner®, he is recognized by Florida Super Lawyers and holds Martindale-Hubbell’s AV Preeminent rating. Mr. Gassman is a nationally published author of multiple books and over 200 articles, and he frequently lectures on topics such as medical practice law, creditor protection, and strategies to reduce legal risk for healthcare providers.
You may contact Mr. Gassman with your questions or comments at AGassman@gassmanpa.com
Tue & Sat
Tue & Sat - Lecture 1:
Louis Kuritzky, MD, Clinical Faculty with the UCF/HCA Family Medicine Residency in Gainesville, Florida, offers an in-depth look at the evolving landscape of Alzheimer’s disease. This lecture addresses the disease as a protein misfolding disorder and explores the biological basis of diagnosis using Core 1 and Core 2 biomarkers. Dr. Kuritzky examines how cognitive reserve, comorbidities, and atypical presentations influence diagnosis and treatment. The session also evaluates new therapeutic agents, including monoclonal antibodies, and how they fit into the broader clinical strategy for managing early symptomatic Alzheimer’s disease.
Louis Kuritzky, MD
is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the UCF/HCA Family Medicine Residency Program in Gainesville and a clinical assistant professor emeritus at the University of Florida. Dr. Kuritzky has given over 1,000 presentations to national and international medical audiences on dozens of clinical topics and has authored over 150 articles in journals including New England Journal of Medicine, JAMA, Comprehensive Therapy, Hospital Practice, Consultant, Postgraduate Medicine, Journal of Pain and Palliative Care, and Patient Care.
You may contact Dr. Kuritzky with any questions or comments at (352) 377–3193 or by email at lkuritzky@aol.com.
Tue & Sat - Lecture 2:
Obesity management continues to evolve with new clinical guidelines and highly effective pharmacologic therapies. In this lecture, Neil Gokal, MD, FAAFP, a family physician with extensive experience in primary care and chronic disease management, presents a comprehensive, patient-centered approach to obesity treatment. Dr. Gokal reviews the epidemiology and impact of obesity, current lifestyle and behavioral strategies, and the evidence supporting newer weight loss medications, including GLP-1 and dual-incretin agents. Participants gain practical guidance on evaluating patients, selecting appropriate therapies, and addressing bias, sustainability, and long-term care in obesity management.
Neil Gokal, MD, FAAFP
is a family medicine physician and physician-leader based in Southern Nevada, with a focus on population health, quality outcomes, and medical education. He has served as the inaugural Associate Program Director of the Valley Health System Family Medicine Residency, the largest in the state, and holds academic appointments at Roseman University, UNLV School of Medicine, and Touro University Nevada. With a background in biomedical engineering and global health, Dr. Gokal also serves as Executive Chair of One World Surgery, providing care to underserved communities in the Dominican Republic and Honduras. He is a Fellow of the American Academy of Family Physicians and a recognized leader in physician wellness and professional advocacy.
You may contact Dr. Gokal with any questions or comments at Nilesh.Gokal@optum.com
Tue & Sat - Lecture 3:
Artificial intelligence is transforming clinical care while introducing new ethical and governance challenges. In this lecture, Mark Olszyk, MD, MBA, FACEP, Chief Medical Officer and Vice President of Medical Affairs at Carroll Hospital within LifeBridge Health, presents a framework for ethical AI adoption in healthcare. Drawing on biomedical ethics, regulatory experience, and real-world leadership in AI integration, Dr. Olszyk examines transparency, safety, bias, accountability, and the emerging principle of explicability. Participants gain actionable guidance for evaluating AI tools, structuring oversight, and deploying technology in ways that preserve patient trust and clinical integrity.
Mark D. Olszyk, MD, MBA, FACEP
is an emergency physician and physician executive who serves as Chief Medical Officer and Vice President of Medical Affairs at Carroll Hospital, part of LifeBridge Health in Maryland. He brings broad experience across military, academic, VA, rural, and community settings, with a focus on physician leadership, quality, and patient safety. A former Vice Chair of the Maryland Board of Physicians, Dr. Olszyk has led major initiatives in credentialing reform, quality improvement, and the integration of artificial intelligence into clinical operations. He is a Clinical Assistant Professor, a nationally recognized speaker on physician leadership and ethics, and the author of The Chief Medical Officer’s Essential Guidebook.
You may contact Dr. Olszyk with any questions or comments at MOlszyk@lifebridgehealth.org.
Tue & Sat - Lecture 4:
Barry A. Franklin, PhD, is the Director of Preventive Cardiology and Cardiac Rehabilitation at Corewell Health, William Beaumont University Hospital, and a professor at Oakland University William Beaumont (OUWB) School of Medicine. A leading authority in exercise physiology and preventive cardiology, Dr. Franklin reviews the impact of physical activity and cardiorespiratory fitness on disease prevention and longevity. This lecture examines the relationship between fitness levels and major health outcomes, including cardiovascular disease, cancer, dementia, and post-surgical recovery. Attendees will gain insights into the minimum exercise thresholds for health benefits, the role of fitness in reducing healthcare costs, and practical strategies for integrating exercise recommendations into clinical practice.
Barry A. Franklin, MD, PHD
is Director of Preventive Cardiology and Cardiac Rehabilitation at Beaumont Health, Royal Oak, Michigan. He holds faculty appointments as Professor of Physiology at Wayne State University School of Medicine and Professor of Internal Medicine, Oakland University William Beaumont School of Medicine. Pursuing his interest in combining exercise physiology with cardiology, Barry and his associates have studied the physiologic and clinical responses to numerous occupational and leisure-time activities in people with and without heart disease. Other research interests include the prevention of heart disease; cardiovascular risk reduction; obesity and metabolism; exercise testing and prescription; and lifestyle medicine.
You may contact Dr. Franklin with your questions or comments at barry.franklin@corewellhealth.org.
Wed & Sun
Wed & Sun - Lecture 1:
A nationally recognized educator and long-time AEI faculty member, Louis Kuritzky, MD, returns with another practical lecture—this time tackling one of the most common and challenging conditions in primary care: major depression. In this lecture, Dr. Kuritzky walks clinicians through strategies for achieving true remission—not just symptom reduction. This talk highlights use of validated screening tools, selection and sequencing of pharmacotherapy, and the clinical rationale for augmentation and combination approaches. Designed for busy primary care providers, this lecture delivers take-home strategies for optimizing outcomes in the treatment of depression.
Louis Kuritzky, MD
is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the UCF/HCA Family Medicine Residency Program in Gainesville and a clinical assistant professor emeritus at the University of Florida. Dr. Kuritzky has given over 1,000 presentations to national and international medical audiences on dozens of clinical topics and has authored over 150 articles in journals including New England Journal of Medicine, JAMA, Comprehensive Therapy, Hospital Practice, Consultant, Postgraduate Medicine, Journal of Pain and Palliative Care, and Patient Care.
You may contact Dr. Kuritzky with any questions or comments at (352) 377–3193 or by email at lkuritzky@aol.com.
Wed & Sun - Lecture 2:
Alan Gassman, Esq., a board-certified tax law attorney and founder of Gassman, Crotty & Denicolo, P.A., shares practical approaches for safeguarding assets and mitigating liability in healthcare. Drawing on decades of experience advising physicians and medical practices, he will review legal structures, asset protection tools, and proactive strategies to minimize risk from lawsuits and creditors.
Alan S. Gassman, Esq
is a Florida attorney specializing in estate planning, asset protection, and advising physicians and healthcare professionals. A partner at Gassman, Denicolo & Ketron, P.A., he has over 40 years of experience helping doctors and business owners navigate legal, tax, and liability challenges. Board Certified in Wills, Trusts & Estates and an Accredited Estate Planner®, he is recognized by Florida Super Lawyers and holds Martindale-Hubbell’s AV Preeminent rating. Mr. Gassman is a nationally published author of multiple books and over 200 articles, and he frequently lectures on topics such as medical practice law, creditor protection, and strategies to reduce legal risk for healthcare providers.
You may contact Mr. Gassman with your questions or comments at AGassman@gassmanpa.com
Wed & Sun - Lecture 3:
Barry A. Franklin, PhD, is the Director of Preventive Cardiology and Cardiac Rehabilitation at Corewell Health, William Beaumont University Hospital, and a professor at the Oakland University William Beaumont (OUWB) School of Medicine. A leading expert in cardiovascular disease prevention and rehabilitation, Dr. Franklin reviews key developments in preventive cardiology, emphasizing the role of lifestyle medicine in reducing cardiovascular disease risk. The lecture covers the hazards of smoking, the benefits of cardioprotective medications, dietary interventions, exercise prescriptions, psychosocial considerations, and the influence of genetics versus lifestyle. Practical strategies for implementing preventive measures and motivating patients to adopt heart-healthy behaviors will be discussed, with a focus on improving long-term outcomes through proactive care.
Barry A. Franklin, MD, PHD
is Director of Preventive Cardiology and Cardiac Rehabilitation at Beaumont Health, Royal Oak, Michigan. He holds faculty appointments as Professor of Physiology at Wayne State University School of Medicine and Professor of Internal Medicine, Oakland University William Beaumont School of Medicine. Pursuing his interest in combining exercise physiology with cardiology, Barry and his associates have studied the physiologic and clinical responses to numerous occupational and leisure-time activities in people with and without heart disease. Other research interests include the prevention of heart disease; cardiovascular risk reduction; obesity and metabolism; exercise testing and prescription; and lifestyle medicine.
You may contact Dr. Franklin with your questions or comments at barry.franklin@corewellhealth.org.
Wed & Sun - Lecture 4:
Healthcare management consulting and managing partner of consultancy, EisnerAmper, Bert Orlov, MBA, offers valuable advice on maximizing practice profitability by making sure services rendered are always services for which appropriate payment is received. Case studies are used to explore the nine front, middle and back office elements of revenue cycle management: Registration, eligibility, authorization, charge capture, coding, billing, payment posting, denial management, and managing accounts receivable.
Bert Orlov, MBA
is a Managing Director of Eisner Amper Healthcare Consulting Group with 25 years of experience as a management consultant in the healthcare industry. Mr. Orlov earned his MBA from Yale School of Management and specializes in strategy, transactions, operations and project management for physician groups and hospital systems, as well as not-for-profits. Mr. Orlov has been published in many books and articles including the Beckers Hospital Review. He also collaborates with the University of Pennsylvania on strategy for primary care practices.
You may contact Mr. Orlov with your questions or comments at 212-324-2297, or by email at bert.orlov@eisneramper.com.
Thu
Thu - Lecture 1:
Louis Kuritzky, MD, a widely respected family physician and national lecturer, presents a focused, evidence-based approach to managing gout in the primary care setting. This talk highlights clinical pearls for accurate diagnosis—including when joint aspiration is necessary—and clarifies key treatment decisions such as when to start urate-lowering therapy, how to titrate effectively, and how to manage therapy during flares. Dr. Kuritzky reviews current ACR guidelines, practical tips on drug selection, and ways to improve patient adherence in managing this often-misunderstood condition.
Louis Kuritzky, MD
is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the UCF/HCA Family Medicine Residency Program in Gainesville and a clinical assistant professor emeritus at the University of Florida. Dr. Kuritzky has given over 1,000 presentations to national and international medical audiences on dozens of clinical topics and has authored over 150 articles in journals including New England Journal of Medicine, JAMA, Comprehensive Therapy, Hospital Practice, Consultant, Postgraduate Medicine, Journal of Pain and Palliative Care, and Patient Care.
You may contact Dr. Kuritzky with any questions or comments at (352) 377–3193 or by email at lkuritzky@aol.com.
Thu - Lecture 2:
Mark Olszyk, MD, MBA, FACEP, a nationally recognized physician executive and Chief Medical Officer and Vice President of Medical Affairs at Carroll Hospital within LifeBridge Health, brings extensive experience across academic, military, VA, rural, and community healthcare settings. In this lecture, he examines the evolving role of the Chief Medical Officer using a practical framework that connects governance, culture, quality and safety, operations, and strategic alignment. Drawing on real-world leadership experience, regulatory insight, and organizational transformation initiatives, Dr. Olszyk provides clinicians with a clear understanding of how effective medical leadership influences both patient care and system performance.
Mark D. Olszyk, MD, MBA, FACEP
is an emergency physician and physician executive who serves as Chief Medical Officer and Vice President of Medical Affairs at Carroll Hospital, part of LifeBridge Health in Maryland. He brings broad experience across military, academic, VA, rural, and community settings, with a focus on physician leadership, quality, and patient safety. A former Vice Chair of the Maryland Board of Physicians, Dr. Olszyk has led major initiatives in credentialing reform, quality improvement, and the integration of artificial intelligence into clinical operations. He is a Clinical Assistant Professor, a nationally recognized speaker on physician leadership and ethics, and the author of The Chief Medical Officer’s Essential Guidebook.
You may contact Dr. Olszyk with any questions or comments at MOlszyk@lifebridgehealth.org.
Thu - Lecture 3:
Board certified radiologist, Cullen Ruff, MD, FACR, reviews indications and benefits of different medical imaging modalities. Topics covered include uses of CT and MRI, with updates on contrast usage and allergies, as well as noninvasive cancer screening and other advances. Dozens of actual images demonstrate lung, colon, breast, thyroid, and renal issues, appendicitis, aortic tear, stoke, neurointervention, urogram, GI bleeding, bladder rupture, CBD stone, MR enterography, hepatoma, adenomyosis, and prostate cancer.
Cullen Ruff, MD, FACR
is a board-certified radiologist and published author of the Amazon best-selling book “Looking Within: Understanding Ourselves Through Human Imaging”. He is in private practice with Fairfax Radiology Centers and is an associate professor of medical education at the University of Virginia. Dr. Ruff has authored numerous publications and articles in his field, and is the recipient of several teaching awards.
You may contact Dr. Ruff with your questions or comments by email at cullen.ruff@frcpc.org.
Thu - Lecture 4:
This presentation by Deepak S. Patel, MD, FAAFP, FACSM, Assistant Professor at Rush Medical College and Medical Director of Rush Copley Sports Medicine, provides physicians with a practical framework for understanding their responsibilities when involved in legal processes. Drawing onhis extensive experience in sports medicine, urgent care, and medicolegal consulting, Dr. Patel reviews types of subpoenas, the deposition process, and the expectations of expert witnesses. Attendees will learn strategies for chart review, testimony preparation, and maintaining ethical integrity while ensuring their statements reflect current medical standards of care.
Deepak S. Patel, MD, FAAFP, FACSM
is a family and sports medicine physician and serves as Medical Director of Rush Copley Sports Medicine and Assistant Professor at Rush Medical College in Chicago. He maintains an active clinical practice and has held numerous leadership roles in medical education, including Director of Sports Medicine for the Rush Copley Family Medicine Residency. Dr. Patel is a nationally recognized expert in sports and musculoskeletal medicine, has authored and edited multiple publications and textbooks including Concussion Management in Primary Care and regularly presents at national and regional CME conferences. He serves as a subject matter expert and chair for multiple AAFP CME programs and is a member of the AAFP Education Advisory Panel for Emergency and Urgent Care.
You may contact Dr. Deepak with any questions or comments at Deepak_S_Patel@Rush.edu.
Fri
Fri - Lecture 1:
Public health department medical director, Joshua Meyerson, MD, MPH, reviews the epidemiology and prevention of communicable diseases, the public health role in controlling them and how astute physicians can assist outbreak control efforts by early identification. Diseases reviewed include food borne illnesses, respiratory diseases such as TB, measles, flu and COVID, sexually transmitted infections, hepatitis A, B and C, as well as the mayvector borne illnesses including Lyme, dengue, the West Nile virus, rabies and others.
Joshua R. Meyerson, MD, MPH
was a practicing pediatrician for 22 years and is now the medical director of 3 local health departments covering 10 northern Michigan counties. He is also medical director of two school-linked Child and Adolescent Health Centers. Dr. Meyerson is board certified in pediatrics and a diplomate of the American Board of Pediatrics. He also serves on the Michigan Advisory Committee on Immunizations, is a clinical assistant professor in Michigan State University College of Human Medicine’s Departments of Family medicine and Pediatrics, and is an educator with the Physician Peer Education Project on Immunization.
You may contact Dr. Meyerson with your questions and comments at (231) 330-1410, or by email at jmeyerson43@gmail.com.
Fri - Lecture 2:
This lecture explores how a bedside observation can spark a line of impactful research. Using real clinical cases, Michael Donnino, MD, Professor of Emergency Medicine at Harvard Medical School and Director for Resuscitation Science at Beth Israel Deaconess Medical Center, illustrates the path from idea to study design. Topics include hypothesis generation, pitfalls in clinical trial design, power and sample size considerations, and strategies to avoid common errors in execution. Participants will also gain insights into navigating regulatory requirements, managing trial logistics, and publishing results. By the end of the talk, attendees will better understand how to frame research questions, select appropriate endpoints, and execute studies that meaningfully advance patient care.
Michael W. Donnino, MD
is a Professor of Emergency Medicine at Harvard Medical School, and an attending physician in the Department of Emergency Medicine and Division of Pulmonary/Critical Care Medicine at Beth Israel Deaconess Medical Center. His clinical practice spans both the intensive care unit as well as the emergency department. Dr. Donnino was the first person in the country to train in a 6-year combined emergency medicine, internal medicine, and critical care program leading to board certification in all three areas. Dr. Donnino is also the Director of the Center for Resuscitation Science and Director of Critical Care in Emergency Medicine. Dr. Donnino’s research interests include clinical trials and clinical investigations in septic shock and cardiac arrest. In the field of cardiac arrest, Dr. Donnino is the lead investigator of a multi-center clinical trial evaluating the use of steroids in post-arrest shock and a multi-center trial evaluating thiamine as a metabolic resuscitator in septic shock. Other notable studies include an investigation in microcirculatory dysfunction post-arrest, an evaluation of the human metabolome in sepsis and post-cardiac arrest, and severity of illness scoring systems in post-cardiac arrest patients. Dr. Donnino is a member of the Advanced Cardiac Life Support (ACLS) Subcommittee at the American Heart Association and co-author of sections of the 2010 ACLS guidelines.
You may contact Dr. Donnino with your comments or questions at mdonnino@bidmc.harvard.edu.
Fri - Lecture 3:
Board certified in sleep medicine and neurology, Michael Howell, MD offers an introduction to sleep and circadian rhythm by first exploring new motivations to inspire efforts toward healthy sleep and then instruction on how to identify your and your patients’ circadian rhythm and how to adjust it. He also discusses new approaches for insomnia, an evidence-based review on supplements and tactics to become a good napper.
Michael J. Howell, MD, FAAN, FAASM
is a Professor of Neurology at University of Minnesota where he is the Vice-Chair for Education and Faculty Affairs. He is board certified in both neurology and sleep medicine and is a fellow of the American Academies of both specialties. Dr. Howell is a frequent international speaker, a co-investigator of numerous research projects, widely published and Chief Medical Officer of GEM Health.
You may contact Dr. Howell with your questions and comments at remwalkers@gmail.com
Fri - Lecture 4:
Certified Public Accountant, Carole C. Foos, CPA, explains the driving forces behind the surge in medical practice acquisitions by outside financial entities, and then reviews the potential benefits and downsides of selling to and practicing in third party owned multi-practice platforms. Areas discussed include optimizing a medical practice for sale to private equity, relevant buyer characteristics, implications of available capital, economies of scale and professional management expertise, negotiating leverage with payors and other third parties, and exit opportunities as well as reduced control, impact on practice culture, and changes to compensation structure and retirement plans.
Carole C. Foos, CPA
is a partner in OJM Group, a healthcare professional-focused financial planning and asset management firm. She is a Certified Public Accountant and offers tax analysis and tax planning services to the firm's clients. Ms. Foos has over 25 years of experience in accounting, tax planning and financial consulting, and is a co-author of numerous books for healthcare professionals, including Wealth Management Made Simple and Wealth Planning for the Modern Physician: Residency to Retirement. Ms. Foos has authored numerous articles and presented many lectures, webcasts, and podcasts on tax planning and wealth management.
You may contact Ms. Foos with any questions or comments at (513) 309–3946 or by email at carole@ojmgroup.com.