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, CPE, 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.

 

Image of Dennis Wichern
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.

Frederick M. Cummings, Esq. Headshot
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) 257-7967.

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, FACS, 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, CPE, 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, FAAN,FAASM, 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.