AEI’s New, Destination-based, Virtual Classrooms

In this 3-minute video AEI president, David Victor, describes AEI’s unique response to the challenges COVID presents to classroom-based continuing education. 

2020-21 Program

Monday

Louis Kuritzky, MD
Dermatology Potpourri

Longtime practitioner and clinical instructor, Louis Kuritzky, MD, surveys commonly encountered dermatologic disorders as well as effective diagnostic and treatment approaches. Conditions covered include facial flushing, venous ulcers, Schamberg’s disease, head lice, Pityriasis Rosea, recurrent mouth sores, razor bumps and more.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

Carole C. Foos, CPA
Choosing the Optimum Practice Corporate Structure

A practice’s corporate structure can have significant tax and asset protection as well as exit strategy implications. Healthcare focused tax specialist, Carole C. Foos, CPA, reviews legal entity options and their meaning for practitioners’ financial performance and liability exposure. Areas covered include protecting against inside and outside creditors, charging orders, operating agreements, partnerships, C and S corporations, retirement and compensation plans, and multiple entity structures.

Carole C. Foos, CPA

Cincinnati, Ohio

is a partner in OJM Group, a physician focused financial planning and asset management firm and a Certified Public Accountant (CPA) offering 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. She is a co-author of numerous books for physicians, including Wealth Management Made Simple and newly published 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.

Brad E. Adatto, Esq.
Practice Risk Assessment – Part 1: The Government

Myriad federal laws and regulations govern today’s healthcare practice each presenting their own liability risks, some of them criminal. Principal of healthcare boutique law firm, ByrdAdatto, Brad E. Adatto, Esq., explores the who, what and why of this broad regulatory regime and offers advice on navigating the accompanying pitfalls. Areas reviewed include anti-kickback Stark laws, board jurisdiction, ancillary compensation restrictions, the regulators, safe harbors, enforcement and penalties.

Brad E. Adatto, Esq.

Dallas, Texas

is partner at ByrdAdatto, a business and health care boutique law firm with offices in Dallas and Chicago. His background is in regulatory, transactional, and securities law with deep expertise in healthcare law born originally of his family’s lon­gtime involvement in the healing professions. Mr. Adatto regularly counsels clients with respect to federal and state health care regulations that impact investments, transactions, and contract terms, including Medicare fraud and abuse, anti-trust, anti-kickback, anti-referral, and private securities laws. He has been recognized as Top Rated Lawyer by the Dallas Morning News (2016), a Best Lawyer in Dallas in health care by D Magazine (2016 & 2018–2019), selected as a Best Lawyer in America in health care (2017–2019), and recently named as a Best Lawyer in Texas (2019) and Texas Super Lawyer (2019).

You may contact Mr. Adatto with any questions or comments at (214) 291–3204, or by email at badatto@Bbrdadatto.com.

Weart Wayne headshot
Evidence-Based Management of Heart Failure with Reduced Ejection Fraction

The prevalence of heart failure is on the rise with a recent study revealing over 8 million cases in the U.S. Celebrated pharmacist and academician, C. Wayne Weart, PharmD, reviews the causes and costs of heart failure followed by an in-depth look at its management.  Areas explored include guideline directed management and therapy (GMDT), beta blockers, ACE inhibitors, ARBs and ARNIs, landmark studies and more.

C. Wayne Weart, PHARMD

Charleston, South Carolina

is professor of the Department of Clinical Pharmacy and Outcome Sciences at Medical University of South Carolina (MUSC) College of Pharmacy, as well as professor of Family Medicine in the College of Medicine, MUSC. Prior to MUSC he instructed at West Virginia University.

Dr. Weart has authored more than 100 publications and he has presented hundreds of hours of lectures to numerous professional groups and societies, medical and house staffs at both West Virginia University and MUSC, and national pharmacy and medical seminars across the country. He has received numerous awards and honors in his field including: “Outstanding Teacher” awards at both West Virginia University and MUSC; “Hospital Pharmacist of the Year” in both South Carolina and West Virginia; and designation as a Fellow of the American Society of Health Systems Pharmacists. In 1991 Dr. Weart was among the first pharmacists to become a board-certified pharmacotherapy specialist.

You may contact Dr. Weart with any questions or comments at (843) 792-3606 or by email at weartcw@musc.edu.

 

Tuesday

Franklin Barry headshot
Preventive Cardiology and Lifestyle Medicine Update

Cardiovascular disease is the number one killer in the United States.  Preventive cardiology and cardiac rehabilitation expert, Barry A. Franklin, PhD, offers a comprehensive update on accurate risk assessment and cardioprotective medical and lifestyle approaches to reduce the changes of an adverse event. 

Barry A. Franklin, PHD

Royal Oak, Michigan

serves as Director, Preventive Cardiology and Cardiac Rehabilitation, at Beaumont Health, as well as Professor, Internal Medicine, Oakland University William Beaumont School of Medicine. He is past president of both American Association of Cardiovascular and Pulmonary Rehabilitation and American College of Sports Medicine.

Dr. Franklin is past editor in chief of the Journal of Cardiopulmonary Rehabilitation and Prevention and serves on the editorial boards of 15 other scientific and clinical journals. He has written or edited more than 700 scientific and clinical publications, including 26 books, and has given over 1000 invited presentations worldwide. In 2015, he was listed among “The World’s Most Influential Scientific Minds” (Clinical Medicine).

You may contact Dr. Franklin with any questions or comments at barry.franklin@beaumont.edu.

 

Joseph Shannon, headshot
Preventing Burnout by Managing Stress

Veteran clinical psychologist and noted speaker, Joseph W. Shannon, PhD, defines toxic stress, identifies its causes and symptoms - both physical and emotional - and then explores 12 specific strategies for reducing it and preventing professional burnout.  Approaches discussed include self-assessment, cognitive adjustment, exercise and nutrition, knowing and enforcing personal limits, schedule management, mind-centered work and more.

Joseph W. Shannon, PHD

Columbus, Ohio

has a doctorate in counseling psychology and over 30 years of clinical experience as a psychologist, consultant, and trainer. An expert in understanding and treating a broad range of mental disorders, he has appeared on several television programs including CBS’ Morning Show and PBS: Viewpoint. Dr. Shannon has developed and presented training programs for medical, allied medical, mental health, and substance abuse professionals in the United States and Canada, consistently earning exemplary ratings for presenting key insights and practical approaches with clarity, enthusiasm, and humor.

You may contact Dr. Shannon with any questions or comments at (614) 297-0422 or by email at jshannon@insight.rr.com.

Herman Hounin, headshot
Diagnosing and Treating Common Hand Problems and Injuries

The majority of hand problems and injuries are treatable in the non-specialist’s office provided of course they’re properly diagnosed and addressed.  Board certified plastic surgeon and hand specialist, Herman P. Houin, MD, offers a helpful review of both discussing the 3 most common infections, anesthesia, subungual hematoma, burns, mallet finger, wrist block, fractures, splinting, casting, ring removals and much more.

Herman P. Houin, MD, FACS

Detroit, Michigan

is board-certified in plastic surgery with a Certificate of Added Qualifications in surgery of hand. Dr. Houin practices as a plastic surgeon at Henry Ford Hospital in Detroit and serves on that institution’s OR Operations Committee. He is associate clinical professor at Wayne State University’s Department of Surgery and sits on Purdue University’s Biological Sciences Academic Alumni Council. He has received numerous awards and recognitions, has published numerous articles and is a frequent speaker on his specialty.

You may contact Dr. Houin with any questions or comments at (313) 982-8355 or by email at hhouin@yahoo.com

Burke John headshot
Drug Diversion: Safeguarding Your Healthcare Practice

An estimated 10-15% of Americans have a potential for drug addiction, a figure with obvious implications for drug diversion challenges faced by medical practices.  Past president of the National Association of Drug Diversion Investigators, Commander John J. Burke, explains the behaviors and characteristics of drug seekers as well as protective screening and prescribing practices.  Areas covered include new patient procedures, physical signs of addiction, prescription monitoring programs, prescribing techniques, pain agreements, patient education and more.

John J. Burke

Cincinnati, Ohio

retired as the Commander of the Greater Warren County, Ohio, Drug Task Force and of the Southern Ohio High Intensity Drug Trafficking Area (HIDTA) in 2015, an operation which included focus on pharmaceutical diversion. He is president of Pharmaceutical Diversion Education, Inc. (PDE), a company providing education and training to health professionals, law enforcement, and regulatory agents on the issues of prescription drug abuse, and the balance required between pain management and drug diversion.

Commander Burke has been a law enforcement officer for 49 years and in 1990 was asked to establish the Cincinnati Police Department’s Pharmaceutical Diversion Squad, one of the first units of its kind in the United States, where he pioneered the development of policies and procedures unique to the investigation of prescription drug abuse. He lectures nationally, has authored a monthly column on drug diversion in Pharmacy Times magazine for the past 15 years, and is the past president of the National Association of Drug Diversion Investigators. In 2015 he co-founded the International Health Facility Diversion Association and is the current President of this non-profit organization which provides training and networking for healthcare facility diversion professionals with the link available at www.ihfda.org

You may contact Commander Burke with any questions or comments at (513) 623-3278 or by email at burke@rxidversion.com.

Wednesday

Louis Kuritzky, MD
Defining, Diagnosing and Treating Heart Failure

Louis Kuritzky, MD, returns to offer a comprehensive definition of heart failure, it’s proper diagnosis and current treatment options.  Areas discussed include diagnostic implications of collagen, BNP and the HF scoring system, the disease’s pathophysiology and epidemiologic burden, therapeutic approaches such as BP control, ACE inhibitors, ARBs, aldosterone antagonists, beta-blockers and thiamine, as well as landmark clinical trials.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

Devji Ike headshot
Holistic Asset Protection: Identifying and Protecting Against Practice Risks

Asset protection specialist, Ike Z. Devji, Esq., draws on his experience with over a thousand physician clients to review myriad professional and personal risks, and then set forth a layered approach to asset protection including compliance culture, management of predictable risk, insurance and defensive legal structures.  Areas of risk explored include malpractice, director’s and officer’s liability, employment law, data breach, RAC audits, drug treatment liability, premises and automobile accident exposure, ADA compliance and more.

Ike Z. Devji, ESQ.

Phoenix, Arizona

has been solely focused on asset protection and wealth preservation planning for the last 14 years. He and his colleagues have protected over $5 billion in personal assets for a national client base that includes thousands of successful physicians, as well as business owners and entrepreneurs. Mr. Devji is a noted national educator (CME, CLE, and CE), an author with over 300 nationally published bylines, and a frequent speaker, having taught thousands of doctors, lawyers, and advisors on asset protection and risk management, in addition to being a contributing author to multiple books and a dozen medical journals. He is AVVO rated “10.0 Superb” for nine years in a row and is included in “Arizona’s Finest Lawyers” among other distinctions.

You may contact Mr. Devji with any questions or comments at (602) 808–5540, by email at id@thewealthy100.com, or through his website at www.ProAssetProtection.com.

Weart Wayne headshot
Impacting Cardiovascular Disease through Improved Lipids Management

Recent AHA and ACC guidelines significantly changed existing treatment protocols with an increased focus on LDL goals.  C. Wayne Weart, PharmD, award winning instructor and clinician, reviews these widely endorsed recommendations and their proper implementation.  Areas covered include the updated ASCVD plus 10-year risk calculator, the significance of LDL reduction and ways to achieve it including appropriate statin dosage, ezetimibe and CSK9 inhibitors, the potential of EPA, and landmark trials

C. Wayne Weart, PHARMD

Charleston, South Carolina

is professor of the Department of Clinical Pharmacy and Outcome Sciences at Medical University of South Carolina (MUSC) College of Pharmacy, as well as professor of Family Medicine in the College of Medicine, MUSC. Prior to MUSC he instructed at West Virginia University.

Dr. Weart has authored more than 100 publications and he has presented hundreds of hours of lectures to numerous professional groups and societies, medical and house staffs at both West Virginia University and MUSC, and national pharmacy and medical seminars across the country. He has received numerous awards and honors in his field including: “Outstanding Teacher” awards at both West Virginia University and MUSC; “Hospital Pharmacist of the Year” in both South Carolina and West Virginia; and designation as a Fellow of the American Society of Health Systems Pharmacists. In 1991 Dr. Weart was among the first pharmacists to become a board-certified pharmacotherapy specialist.

You may contact Dr. Weart with any questions or comments at (843) 792-3606 or by email at weartcw@musc.edu.

 

Kathy Gaughran headshot
Patient Experience and Brand Management – Part 1: Optimizing Satisfaction Time:

A healthcare practice’s brand is a function in the first instance of patient experience.  What factors define that experience?  How are they optimized and then translated into positive reviews?  25-year healthcare marketing veteran, Kathy Gaughran, answers all these questions focusing on the specific elements of the office visit and the physician relationship which inform patient satisfaction.

Kathy Gaughran

Irvine, California

is Senior Marketing Strategist at Healthcare Success Strategies, a data driven healthcare marketing company. She has over 25 years experience in healthcare marketing having personally consulted with over 7,000 clients and created thousands of strategic plans for clients in myriad medical and institutional clients. Ms. Gaughran has authored numerous articles in her field and has spoken to hundreds of audiences across the country.

You may contact Ms. Gaughran with any questions or comments at (714) 328-2865 or email at kathy@healthcaresuccess.com.

Thursday

Louis Kuritzky, MD
Practical Aspects of Depression Management

Award winning instructor and veteran practitioner, Louis Kuritzky, MD, reviews the scope and impact of depression and then offers important recommendations on screening, diagnosis, treatment goals, and therapies.  Areas discussed include proper treatment objectives, therapy augmentation and poly-pharmaceutical approaches.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

Byrd Michael, headshot
Practice Risk Management Assessment – Part 2: Patients, Partners & Staff

Healthcare practices are a minefield of malpractice and business risk.  Healthcare boutique firm ByrdAdatto principle, Michael J. Byrd, Esq., explores liability associated with patients, practice personnel and professional colleague, and how they’re avoided.  Areas covered include angry patients, malpractice insurance, asset protection, partner disputes, and hiring, managing and firing employees.

Michael S. Byrd, ESQ.

Dallas, Texas

is partner of ByrdAdatto, a business and health care boutique law firm with offices in Dallas and Chicago. As the son of a doctor and entrepreneur he comes to his specialty naturally and has become a leading advocate for doctors and dentists throughout the United States lecturing routinely at academic institutions, hospitals, and professional gatherings. Mr. Byrd has been named to “Texas Rising Stars” and “Texas Super Lawyers” for multiple years (2009-2019), “Top Rated Lawyer” by the Dallas Morning News (2016) and recognized as a “Best Lawyer in Dallas” in health care by D Magazine (2013, 2016-2019).

You may contact Mr. Byrd with any questions or comments at (214) 291-3202 or by email at mbyrd@byrdadatto.com.

Joseph Shannon, headshot
Treating the Highly Non-Compliant Patient

Abusive behavior, frequently missed appointments and refusal to follow professional recommendations are all common characteristics of the very resistant patient.  Veteran clinical therapist, Joseph W. Shannon, PhD, explores the definition and manifestations of extreme non-compliance as well as its various underlying causes, and then offers effective strategies towards its minimization and appropriate ways to terminate treatment if necessary.

Joseph W. Shannon, PHD

Columbus, Ohio

has a doctorate in counseling psychology and over 30 years of clinical experience as a psychologist, consultant, and trainer. An expert in understanding and treating a broad range of mental disorders, he has appeared on several television programs including CBS’ Morning Show and PBS: Viewpoint. Dr. Shannon has developed and presented training programs for medical, allied medical, mental health, and substance abuse professionals in the United States and Canada, consistently earning exemplary ratings for presenting key insights and practical approaches with clarity, enthusiasm, and humor.

You may contact Dr. Shannon with any questions or comments at (614) 297-0422 or by email at jshannon@insight.rr.com.

Childs Susan headshot
High Deductible Patients: Optimizing Care and Collections

Healthcare insurance deductibles have tripled over the last eight years profoundly impacting patient utilization and the importance of collecting fee amounts for which they are responsible.  Veteran practice management consultant, Susan Childs, FACMPE, explores ways to optimize both patient access and practice collections.  Areas discussed include patient portals, e-statements, revenue cycle management strategies, preventive screening safe harbors, HSAs, patient education and more.

Susan Childs, FACMPE

Raleigh, North Carolina

is principal of Evolution Healthcare Consulting. She has over 30 years of experience in hospital and public accounting in healthcare administration and in her consulting and public speaking focuses on the physician-patient relationship and optimal management of the medical practice in areas including revenue cycle management, financial checks and balances, operations and workflow and many others. Ms. Childs is a contributor to numerous medical publications and a frequent speaker to healthcare audiences across the country.

You may contact Ms. Childs with any questions or comments at (919) 641-5373 or via email at schilds@evohcc.com.

Friday

Franklin Barry headshot
Interpreting the Conventional Exercise Stress Test

Beyond S-T segment depression there’s a wealth of information from exercise stress tests available to identify at risk patients and assess cardiopulmonary fitness, the safety of physical exertion, safe exercise prescriptions and work-related capabilities.  Nationally renowned preventive cardiology guru, Barry A. Franklin, PhD, explores lesser known techniques for mining the plethora of prognostic data available from these tests. 

Barry A. Franklin, PHD

Royal Oak, Michigan

serves as Director, Preventive Cardiology and Cardiac Rehabilitation, at Beaumont Health, as well as Professor, Internal Medicine, Oakland University William Beaumont School of Medicine. He is past president of both American Association of Cardiovascular and Pulmonary Rehabilitation and American College of Sports Medicine.

Dr. Franklin is past editor in chief of the Journal of Cardiopulmonary Rehabilitation and Prevention and serves on the editorial boards of 15 other scientific and clinical journals. He has written or edited more than 700 scientific and clinical publications, including 26 books, and has given over 1000 invited presentations worldwide. In 2015, he was listed among “The World’s Most Influential Scientific Minds” (Clinical Medicine).

You may contact Dr. Franklin with any questions or comments at barry.franklin@beaumont.edu.

 

Michael Howell, headshot
Sleep Disorders and their Management

50 to 70 million Americans are sleep deprived impacting their health status and our country’s healthcare system.  Education director of the University of Minnesota’s Neurology department, Michael J. Howell MD, FAASM, explores common sleep disorders and their proper treatment.  Problems covered include failure to fall asleep, circadian rhythm delay, restlessness and restless leg syndrome and CNS hypervigilant insomnia.

Michael J. Howell, MD, FAAN, FAASM

Minneapolis, Minnesota

is an associate professor of Neurology at University of Minnesota where he is the Vice-Chair for Education. 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 co-founder and president of Sleep Performance Institute.

You may contact Dr. Howell with any questions or comments at remwalkers@gmail.com.

Weart Wayne headshot
Strategies for Managing Hypertensive Patients to Goal

Hypertension is the number one risk factor for cardiovascular disease, the number one cause of death in the U.S, yet only 50% to 60% of hypertensive patients are achieving blood pressure goals.  Renown author, speaker and clinician, C. Wayne Weart, PharmD, explores the debate on identifying and measuring BP goals, how and why hypertension is treated, as well as important outcome trials.

C. Wayne Weart, PHARMD

Charleston, South Carolina

is professor of the Department of Clinical Pharmacy and Outcome Sciences at Medical University of South Carolina (MUSC) College of Pharmacy, as well as professor of Family Medicine in the College of Medicine, MUSC. Prior to MUSC he instructed at West Virginia University.

Dr. Weart has authored more than 100 publications and he has presented hundreds of hours of lectures to numerous professional groups and societies, medical and house staffs at both West Virginia University and MUSC, and national pharmacy and medical seminars across the country. He has received numerous awards and honors in his field including: “Outstanding Teacher” awards at both West Virginia University and MUSC; “Hospital Pharmacist of the Year” in both South Carolina and West Virginia; and designation as a Fellow of the American Society of Health Systems Pharmacists. In 1991 Dr. Weart was among the first pharmacists to become a board-certified pharmacotherapy specialist.

You may contact Dr. Weart with any questions or comments at (843) 792-3606 or by email at weartcw@musc.edu.

 

Kathy Gaughran headshot
Patient Experience & Reputation Management – Part 2: Managing Your Brand

Reputation is all and while patient experience is the indispensable starting point building and maintaining a positive brand requires intelligently managing it.  Healthcare Success Strategies’ Senior Marketing Strategist, Kathy Gaughran, shows how with a wide ranging discussion including encouraging reviews, digital marketing, social media profiles and directories, online platform rankings, SEO performance, testimonial videos, reputation management software, and minimizing bad reviews while dealing with the ones you can’t prevent.

 

Kathy Gaughran

Irvine, California

is Senior Marketing Strategist at Healthcare Success Strategies, a data driven healthcare marketing company. She has over 25 years experience in healthcare marketing having personally consulted with over 7,000 clients and created thousands of strategic plans for clients in myriad medical and institutional clients. Ms. Gaughran has authored numerous articles in her field and has spoken to hundreds of audiences across the country.

You may contact Ms. Gaughran with any questions or comments at (714) 328-2865 or email at kathy@healthcaresuccess.com.

2021-22 Program

Day 1

Louis Kuritzky, MD
Things I Wish I'd Known Last Year

Practitioner and award-winning clinical instructor, Louis Kuritzky, MD, reviews a variety of clinically relevant items that, despite their utility, are not well known. His discussion includes the potential role for coenzyme Q in treating hypertension, tranexamic acid as a treatment for melasma, bleeding reduction and hemorrhage control, evidence concerning health benefits of cigarette smoking reduction, indoor tanning risks, colchicine dosing for acute gout, oral appliance efficacy in treating sleep apnea, and more.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

Foos Carole 2021
Understanding Practice Financial Statements – Part 1: Reading the Reports

Visibility into a practices economic performance and financial health is had through its financial statements.  In part one of her two part talk, tax specialist and OJM Group partner, Carole C. Foos, CPA, offers a helpful nuts and bolts review of the Income and Cash Flow statements, the Balance Sheet,  and accounts receivable reporting.

Carole C. Foos, CPA

Cincinnati, Ohio

is a partner in OJM Group, a physician focused financial planning and asset management firm and a Certified Public Accountant (CPA) offering 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. She is a co-author of numerous books for physicians, including Wealth Management Made Simple and newly published 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.

Joseph Shannon, headshot
Understanding and Effectively Dealing with High Conflict People

Joseph W. Shannon, PhD, draws on 30 years of clinical counseling to set forth diagnostic criteria for noxious personalities, their etiology and treatment, and then explores strategic, evidence-based approaches for effectively and ethically interacting with high conflict people while maintaining your personal balance and psychological health.

Joseph W. Shannon, PHD

Columbus, Ohio

has a doctorate in counseling psychology and over 30 years of clinical experience as a psychologist, consultant, and trainer. An expert in understanding and treating a broad range of mental disorders, he has appeared on several television programs including CBS’ Morning Show and PBS: Viewpoint. Dr. Shannon has developed and presented training programs for medical, allied medical, mental health, and substance abuse professionals in the United States and Canada, consistently earning exemplary ratings for presenting key insights and practical approaches with clarity, enthusiasm, and humor.

You may contact Dr. Shannon with any questions or comments at (614) 297-0422 or by email at jshannon@insight.rr.com.

Photo of David Norris MD MBA - CME, CLE, CDE, CE
Successful Negotiating and Effective Decision Making

Physician and practice management expert, David J. Norris, MD, MBA, dissects decision making and negotiating strategies, tactics and principles to offer techniques for doing both successfully.  Topics covered include the four negotiating approaches, the decision pathway, the power of “no”, mindsets, framing effect, prospect theory, psychological drivers and inclinations, and more.

David J. Norris, MD, MBA, CPE

Wichita, Kansas

is a practicing cardiac anesthesiologist and maintains deep expertise in the communication, financial and organizational skills, as well as business processes, needed for effective, economical, and efficient delivery of high-quality patient care. Dr. Norris is a frequent speaker on medical practice business, leadership and financial issues and is author of The Financially Intelligent Physician, with a short, weekly podcast of the same name, and Great Care, Every Patient

You may learn more about Dr. Norris at www.davidnorrismdmba.com (where you may also access his podcast, https://www.davidnorrismdmba.com/podcast), and contact him with your questions and comments at david@davidnorrismdmba.com, or by phone at (316) 200-2785.

Day 2

Louis Kuritzky, MD
Understanding, Diagnosing and Managing Transthyretin Amyloidosis

Transthyretin amyloidosis, or ATTR, may seem like a rare disease but in fact it is not and as a protein misfolding syndrome warrants understanding.  Veteran practitioner and lecturer, Louis Kuritzky, MD, reviews ATTR’s clinical presentations, protein misfolding disorders generally, non-invasive diagnosis of ATTR cardiomyopathy, and the fundamentals of available pharmacotherapies.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

Photo of David B. Mandell, JD, MBA - CME, CDE, CLE, CE
Reducing Financial Stress through Smart and Safe Retirement Planning

Planning for a comfortable retirement ranks as a top of professional financial objective and source of stress.  Attorney and financial planning expert, David B. Mandell, JD, MBA, reviews retirement planning techniques and vehicles, factors impacting their relative efficacy, associated liability pitfalls as well as approaches to successfully exiting a professional practice, all with an eye toward optimizing long term professional economic security.  Topics discussed include qualified and non-qualified plans, tax diversification, bundled payments, fiduciary liability, adjusted EBITDA, revenue source diversification, and alternative practice sale models.

David B. Mandell, JD, MBA

Ft. Lauderdale, Florida

is a practicing attorney in The Law Offices of David B. Mandell, PC and a principal of the wealth management firm OJM Group, LLC. He specializes in risk management, asset protection, and financial planning and has authored a number of books for doctors including, Wealth Planning for the Modern Physician: Residency to Retirement. Mr. Mandell also created the Category 1 CME monograph, Risk Management for the Practicing Physician. His articles have appeared in over 100 publications, including over 30 medical specialty journals, and he has addressed many of the nation's leading medical conferences.

Mr. Mandell holds a bachelor's degree from Harvard University from which he graduated with honors, a law degree from the UCLA School of Law where he was awarded the “American Jurisprudence Award” for achievement in legal ethics and earned his MBA from UCLA'S Anderson School of Management.

You may contact Mr. Mandell with any questions or comments at (877) 656–4362 or by email at mandell@ojmgroup.com.

Franklin Barry headshot
Extreme Exercise and Cardiac Health: Is More Really Better?

The cardiovascular effects of aerobic exercise are well established, and many middle-aged and older adults have embraced the notion that if some is good, more must be better. Preventive cardiology veteran, Barry A. Franklin, PhD, explains why this is not necessarily so and offers valuable insights into inherent risks, proper screening methods, cardioprotective medications and other risk reduction measures.

Barry A. Franklin, PHD

Royal Oak, Michigan

serves as Director, Preventive Cardiology and Cardiac Rehabilitation, at Beaumont Health, as well as Professor, Internal Medicine, Oakland University William Beaumont School of Medicine. He is past president of both American Association of Cardiovascular and Pulmonary Rehabilitation and American College of Sports Medicine.

Dr. Franklin is past editor in chief of the Journal of Cardiopulmonary Rehabilitation and Prevention and serves on the editorial boards of 15 other scientific and clinical journals. He has written or edited more than 700 scientific and clinical publications, including 26 books, and has given over 1000 invited presentations worldwide. In 2015, he was listed among “The World’s Most Influential Scientific Minds” (Clinical Medicine).

You may contact Dr. Franklin with any questions or comments at barry.franklin@beaumont.edu.

 

The DEA, Opioids and the Healthcare Provider

The Drug Enforcement Agency (DEA) is charged with preventing the diversion and abuse of controlled substances, so prescribers need to understand the parameters within which the agency operates and problematic provider practices.  Retired DEA special agent, Dennis Wichern, explains the DEA’s authority and uses actual case studies to illustrate in demand opioids, drug seeker and abuser red flags as well as emerging issues, and then offers DEA resources as well as practice safeguards designed help ensure legal and safe prescribing practices.

Dennis Wichern

Indianapolis, Indiana

is a partner in Prescription Drug Consulting LLC, where he focuses his efforts on risk mitigation and compliance initiatives to protect healthcare organizations, pharmacies and providers nationwide. His experience includes 30 years of public service as a DEA Special Agent, Special Agent in Charge of the Chicago Field Division where he directed all criminal enforcement and diversion control operations in the states of Illinois, Indiana, Wisconsin, Minnesota and North Dakota with a team of approximately 550 employees.

Mr. Wichern is a recognized expert on the dangers of heroin and the prescription drug epidemic and routinely speaks to healthcare organizations, pharmacies and providers to identify methods to better safeguard their practices and reduce the professional and operational risks emanating from these threats. He was the first to develop CME programs addressing MAT and pain prescribing safeguards, federal regulatory and DEA compliance, credentialing and drug destruction. Mr. Wichern has been a guest lecturer on medical prescriber safeguards to audiences nationwide.

You may contact Mr. Wichern with your questions or comments at Dennis.Wichern@prescriptiondrugconsulting.com or by phone at (312) 859-2430.

Day 3

Louis Kuritzky, MD
Type 2 Diabetes: New Approaches to Reducing Macrovascular Risk

The prevalence of diabetes is rising in all age groups at an unprecedented rate and, despite myriad available tools to manage the disease, there remains a substantial therapeutic gap for many patients not at ADA-recommended goals. Veteran practitioner and nationally renowned lecturer, Louis Kuritzky, MD, identifies ADA-endorsed treatment goals as well as agents from both the SCLT2 and GLP1RA drug classes proven to reduce cardiovascular disease and stroke risk.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

Foos Carole 2021
Understanding Practice Financial Statements – Part 2: Analyzing the Reports

Reading financial statements is one thing, understanding their implications is another.  Physician-focused financial expert, Carole C. Foos, CPA, explores the myriad insights offered by these reports including revenue trends, productivity, overhead efficiency, ancillary service profitability, cash planning, budgeting, actual compensation costs, performance indicators, receivables management, internal controls and overall practice health.

Carole C. Foos, CPA

Cincinnati, Ohio

is a partner in OJM Group, a physician focused financial planning and asset management firm and a Certified Public Accountant (CPA) offering 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. She is a co-author of numerous books for physicians, including Wealth Management Made Simple and newly published 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.

Photo of Dilip K. Moonka, MD, FAST, FAASLD - CME, CLE, CDE, CE
Non-Alcoholic Fatty Liver Disease & Alcoholic Hepatitis

Non-alcoholic fatty liver disease (NAFLD) and alcoholic liver disease are increasing causes of morbidity and mortality in the US and worldwide.  Veteran hepatologist, Dilip Moonka, MD, FAST, FAASLD, reviews diagnostic approaches to these conditions, differentiating non-alcoholic steatohepatitis and simple steatosis, disease risk factors and risk stratifications, as well as lifestyle, medical and surgical therapies. 

Dilip K. Moonka, MD, FAST, FAASLD

Detroit, Michigan

is the Medical Director of Liver Transplantation at Henry Ford Hospital. He received his medical degree from Stanford University, trained in gastroenterology and hepatology at the University of Pennsylvania, and is board certified in internal medicine, gastroenterology and transplant hepatology. Dr. Moonka has won numerous teaching awards from both the Department of Medicine and the Division of Gastroenterology and he conducts both clinical and bench research in liver transplantation, viral hepatitis and liver cancer with numerous publications in these areas. He is a Fellow of the American Association for the Study of Liver Disease (FAASLD) as well as the American Society of Transplantation (FAST), and speaks or consults for Gilead, Intercept and AbbVie.

You may contact Dr. Moonka at dmoonka1@HFHS.org.

Byrd Michael, headshot
The Big Five: What You Must Know About Professional Employment Agreements

Whether you’re doing the hiring or negotiating your own employment failure to understand the key elements of an employment agreement is a recipe for unmet expectations, surprise and ultimately conflict.  Healthcare specialist, Michael J. Byrd, Esq., walks through issues and options associated with compensation models, common covenants, patient base development and treatment responsibilities, and termination clauses.

Michael S. Byrd, ESQ.

Dallas, Texas

is partner of ByrdAdatto, a business and health care boutique law firm with offices in Dallas and Chicago. As the son of a doctor and entrepreneur he comes to his specialty naturally and has become a leading advocate for doctors and dentists throughout the United States lecturing routinely at academic institutions, hospitals, and professional gatherings. Mr. Byrd has been named to “Texas Rising Stars” and “Texas Super Lawyers” for multiple years (2009-2019), “Top Rated Lawyer” by the Dallas Morning News (2016) and recognized as a “Best Lawyer in Dallas” in health care by D Magazine (2013, 2016-2019).

You may contact Mr. Byrd with any questions or comments at (214) 291-3202 or by email at mbyrd@byrdadatto.com.

Day 4

Louis Kuritzky, MD
COPD: Diagnosis, Therapies and Management

COPD is the 4th leading cause of the death and well on its way to becoming number three.  Family practitioner and veteran lecturer, Louis Kuritzky, MD, reviews the disease’s pathophysiology, risk factors, differentiation from asthma, and dives deep into both the Russian and GOLD guidelines for assessment, diagnosis, therapeutic options, as well as multiple state and comorbidities management.

Louis Kuritzky, MD

Gainesville, Florida

is a board-certified, family practitioner and a certified Specialist in Hypertension with the American Society of Hypertension. He is clinical faculty at the Family Medicine Residency Program of North Florida Regional Medical Center 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 MedicineJAMAComprehensive TherapyHospital PracticeConsultantPostgraduate MedicineJournal 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.

The Physician as a Witness

Testimony from treating physicians, the defendant doctor or medical experts can have a profound and even determinative impact on the outcome of a medical malpractice case. Most physicians will be called upon to play one of these roles at deposition or in the courtroom.  Veteran defense attorney, Frederick Cummings, Esq., offers valuable insight into the purpose of such testimony, the ways in which it can be used to help or hurt the defendant doctor, as well as techniques for optimizing witness efficacy and pitfalls which can undermine it.

Frederick M. Cummings, Esq.

Phoenix, Arizona,

is a trial attorney with the law firm of Gust Rosenfeld with extensive experience in the areas of healthcare, medical malpractice, and medical products liability defense litigation. He has represented more than 1,000 physicians and dentists in malpractice suits before federal and state courts and in state disciplinary and licensing proceedings, and has also defended major Arizona hospitals, medical products manufacturers, distributors and retailers.  Mr. Cummings is a frequent speaker and writer on topics related to medical and dental liability issues and has been featured on numerous local and national “Best Lawyers” lists.

You may contact Mr. Cummings with your questions or comments at fcummings@gustlaw.com, or by phone at (602) 615-0488.

Herman Hounin, headshot
Understanding and Treating Carpal Tunnel Syndrome

Median nerve compression within the Carpal Tunnel is an increasingly common presentation.  When properly and timely identified and treated Carpal Tunnel Syndrome can be managed without the involvement of a specialist. Board certified plastic surgeon with special qualification in surgery of hand, Herman P. Houin, MD, takes a focused look at this condition discussing its anatomy, pathophysiology, causes and symptoms, diagnosis as well as lifestyle, medical , non-medical and surgical treatments. 

Herman P. Houin, MD, FACS

Detroit, Michigan

is board-certified in plastic surgery with a Certificate of Added Qualifications in surgery of hand. Dr. Houin practices as a plastic surgeon at Henry Ford Hospital in Detroit and serves on that institution’s OR Operations Committee. He is associate clinical professor at Wayne State University’s Department of Surgery and sits on Purdue University’s Biological Sciences Academic Alumni Council. He has received numerous awards and recognitions, has published numerous articles and is a frequent speaker on his specialty.

You may contact Dr. Houin with any questions or comments at (313) 982-8355 or by email at hhouin@yahoo.com

Photo of David Norris MD MBA - CME, CLE, CDE, CE
Practice Process Evaluation and Improvement

Processes are the infrastructure of operations.  The better the processes the more efficient and effective the practice. Anesthesiologist and practice management lecturer and author, David J. Norris, MD, MBA, dissects the meaning and elements of service, processes enabling it and approaches to improving both. Areas covered include influencers of expectations, the zone of tolerance, service quality and satisfaction factors, the Herzberg model, emotion mapping, customer experience analysis, bottlenecks, dealing with complaints and more.

David J. Norris, MD, MBA, CPE

Wichita, Kansas

is a practicing cardiac anesthesiologist and maintains deep expertise in the communication, financial and organizational skills, as well as business processes, needed for effective, economical, and efficient delivery of high-quality patient care. Dr. Norris is a frequent speaker on medical practice business, leadership and financial issues and is author of The Financially Intelligent Physician, with a short, weekly podcast of the same name, and Great Care, Every Patient

You may learn more about Dr. Norris at www.davidnorrismdmba.com (where you may also access his podcast, https://www.davidnorrismdmba.com/podcast), and contact him with your questions and comments at david@davidnorrismdmba.com, or by phone at (316) 200-2785.

Day 5

Franklin Barry headshot
Acute Cardiac Event Triggers and Novel Preventive Strategies

29% of acute myocardial infarction are preceded by physical or emotional stress.  Director of Preventive Cardiology at Beaumont Heath Systems in Royal Oak, Michigan, Barry A. Franklin, PhD, identifies these triggers and discusses cardioprotective medications and lifestyle behaviors to reduce their lethality.

Barry A. Franklin, PHD

Royal Oak, Michigan

serves as Director, Preventive Cardiology and Cardiac Rehabilitation, at Beaumont Health, as well as Professor, Internal Medicine, Oakland University William Beaumont School of Medicine. He is past president of both American Association of Cardiovascular and Pulmonary Rehabilitation and American College of Sports Medicine.

Dr. Franklin is past editor in chief of the Journal of Cardiopulmonary Rehabilitation and Prevention and serves on the editorial boards of 15 other scientific and clinical journals. He has written or edited more than 700 scientific and clinical publications, including 26 books, and has given over 1000 invited presentations worldwide. In 2015, he was listed among “The World’s Most Influential Scientific Minds” (Clinical Medicine).

You may contact Dr. Franklin with any questions or comments at barry.franklin@beaumont.edu.

 

Joseph Shannon, headshot
Effective Time Management: Challenges and Strategies

Effective time management is critical to optimizing professional performance.  Clinical psychologist and efficiency expert, Joseph W. Shannon, PhD, sets forth a way to assess time management proficiency and then discusses personal and external barriers to managing time effectively as well as practical, implementable techniques to overcome them.  Areas explored include realistic goal setting, procrastination, task delegation, responding to multiple priorities, responsibilities, deadlines and people, and more.

Joseph W. Shannon, PHD

Columbus, Ohio

has a doctorate in counseling psychology and over 30 years of clinical experience as a psychologist, consultant, and trainer. An expert in understanding and treating a broad range of mental disorders, he has appeared on several television programs including CBS’ Morning Show and PBS: Viewpoint. Dr. Shannon has developed and presented training programs for medical, allied medical, mental health, and substance abuse professionals in the United States and Canada, consistently earning exemplary ratings for presenting key insights and practical approaches with clarity, enthusiasm, and humor.

You may contact Dr. Shannon with any questions or comments at (614) 297-0422 or by email at jshannon@insight.rr.com.

Michael Howell, headshot
Introduction to Sleep and Circadian Rhythm Well Being

Sleep is a critical health profile factor with poor sleep contributing to a wide range of adverse health issues.  Sleep specialist, Michael Howell MD, reviews sleep’s physiological impact, the nature of circadian rhythm, and effective lifestyle, dietary and supplements approaches for better sleep.  Issues discussed include motivation for healthy sleep, impact of sleep on cardiovascular, mental, weight and immune system status, circadian rhythm diversity, disorders and delay, CBT, supplements for sleep and wakefulness, and more.

Michael J. Howell, MD, FAAN, FAASM

Minneapolis, Minnesota

is an associate professor of Neurology at University of Minnesota where he is the Vice-Chair for Education. 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 co-founder and president of Sleep Performance Institute.

You may contact Dr. Howell with any questions or comments at remwalkers@gmail.com.

Kathy Gaughran headshot
Building Physician and Patient Referral Relationships

There are three paths to new patients: self-referrals, practice patient referrals, and physician referrals.  The latter two are especially powerful and should be responsible for a majority of patient additions.  25-year healthcare marketing veteran, Kathy Gaughran, covers the waterfront of techniques for developing and leveraging these patient and physician relationships so critical to practice financial health and stability.

Kathy Gaughran

Irvine, California

is Senior Marketing Strategist at Healthcare Success Strategies, a data driven healthcare marketing company. She has over 25 years experience in healthcare marketing having personally consulted with over 7,000 clients and created thousands of strategic plans for clients in myriad medical and institutional clients. Ms. Gaughran has authored numerous articles in her field and has spoken to hundreds of audiences across the country.

You may contact Ms. Gaughran with any questions or comments at (714) 328-2865 or email at kathy@healthcaresuccess.com.