8th Annual Academic Summit:

Root Cause Solutions to Modern Chronic Disease Management and Mitochondrial Health

Next Event:

September 22-24, 2023

$795.00 – $1095.00

Virtual or In Person | San Antonio, TX

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Join us as we explore where we came from and where we are today, 25 years later.  We will be presenting the very latest research on the foundational benefits hormone therapy offers chronic disease management,  This includes cardiovascular, cognition, bone support, obesity and insulin resistance. It’s the tools you need and research to support making a difference for patients. 

In addition we will look at hormone biology on a cellular level to include mitochondrial health and autophagy, hormones as it relates to addiction, prostate cancer updates, and food/diet as it relates to insulin resistance.  Lastly, case studies for practical clinical application and another  Telemedicine update round out the agenda. 

Keynote speaker this year is psychiatrist Christopher Palmer, MD author of Brain Energy: A Revolutionary Breakthrough in Understanding Mental Health–and Improving Treatment for Anxiety, Depression, OCD, PTSD, and More.  Dr. Palmer will unite our existing knowledge about mental illness within a single framework: Mental disorders are metabolic disorders of the brain. His lecture will reveal:

  • The clear connections between mental illness and disorders linked to metabolism, including diabetes, heart attacks, strokes, pain disorders, obesity, Alzheimer’s disease, and epilepsy
  • The link between metabolism and every factor known to play a role in mental health, including genetics, inflammation, hormones, neurotransmitters, sleep, stress, and trauma
  • New treatments available today that readers can use to promote long-term healing

 At the Academy for Preventive and Innovative Medicine we’ve been researching and reporting on this for 25 years, no one knows hormone optimization and chronic disease management better than we do. 

Summit Objectives

  1. Discuss how metabolism disorders such as diabetes, heart attack, stroke, pain disorders, obesity, Alzheimer’s and epilepsy are linked to mental illness.
  2. Describe the link between metabolism and the different factors of mental illness that include genetics, inflammation, hormones, neurotransmitters, sleep, stress, and trauma.
  3. Identify the Brain Energy Theory and treatments that it offers which include: diet, exercise, hormones, substance use, sleep, and the pros and cons of current treatments. (CP)
  4. Explain current literature that supports progesterone replacement for the protection of CVD, cerebrovascular disease and breast cancer.
  5. Recognize the literature surrounding E2 and blood clots proves the opposite by reporting a decrease in blood clots with a decrease in breast cancer, breast cancer mortality, CVE and all-cause mortality.
  6. Compare the mechanism of action for breast cancer reoccurrence and CVD.
  7. Describe the recent literature that supports the benefit of optimizing E2 in men as well as the harm in lowering it.
  8. Differentiate the literature that describes PCV instead of erythrocytosis and how to support treatment of testosterone replacement with evidenced based studies.
  9. Analyze the recent studies which support the use of AI’s to treat patients with congenital thyrombophilias to prevent blood clots when taking testosterone replacement therapy. (NR)
  10. Define the pathophysiology of insulin resistance.
  11. Recall how dietary techniques can be utilized to restore insulin resistance.
  12. Explain the strong relationships between addictions and hormonal imbalances.
  13. Compare the reward pathways and hormonal issues that lead to addiction and contrast how to suppress these urges for substances ruining their lives. (NL)
  14. Identify how cellular physiology and pathways help practitioners to define cellular health and how this knowledge can help to improve overall health and longevity.
  15. Describe how cellular health is sabotaged and how mitochondrial function can be repaired and restored. (CC)
  16. Recognize different state requirements for controlled versus non-controlled prescribing and when prescribing across state lines.
  17. Recall when multiple state DEA numbers are required and the rules for seeing, evaluating and prescribing across state lines. (JE)
  18. Discuss useful tools in the diagnosis and treatment of erectile dysfunction, and tips and tricks for performing procedures along with treatments for prostate cancer. (CG)
  19. Differentiate how current cancer treatment relies on maximum tolerated dosages of cancer medications versus the game theory of beating metastatic cancer. (HP)

Learning Outcomes

  1. Healthcare practitioners will be able to identify how various metabolic disorders are linked to mental illness and how the Brain Energy theory treatments can improve quality of life for patients.
  2. Healthcare practitioners will describe the literature that supports estradiol, testosterone, and progesterone hormone replacement therapy and how to diagnose and treat men and women to improve patient outcomes against chronic diseases.
  3. After attending this conference, healthcare practitioners will be able to diagnose and treat different types of cancer for men and women with new and non-traditional therapies.



8:00 – 8:05  a.m.

Welcome and Introduction

8:05 – 9:00 a.m.

Does HRT Really Slow the Aging Process?  A new perspective for 2023 

For decades HRT was prescribed for symptoms of menopause and to maintain long term health, i.e., as an anti-aging therapy.  Then came the fallout from the egregiously misreported Women’s Health Initiative Trial and the mantra changed to for symptoms only and for the shortest time necessary.  However, recent research using the newest molecular markers of aging, the IgG glycome and DNA methylation clocks, has demonstrated that indeed menopause accelerates aging and HRT can retard and even reverse this effect.  I will review the basics of these biomarkers and show how they can be used in clinical practice to assess and monitor long term use of HRT.

Faculty: Joseph Raffaele, MD

Faculty: Joseph Raffaele, MD

9:00 – 10:30 a.m.

Women:  The Hormone Research you Need to Have (articles are included)

Estrogen and blood clots: The longest and largest E2 study to date proves a decrease in breast cancer, breast cancer mortality, CVE mortality, all-cause mortality, and a DECREASE IN BLOOD CLOTS.  The PDR disagrees but the PDR does not differentiate CEE fro E2

Progesterone protects against CVD, cerebrovascular disease, and breast cancer: Micronized P4 improves endothelial function and foam cell formation more than E2.  A review of the literature proving that all menopausal women should be/must be on P4.

Breast Cancer: After five years of hormone therapy (anti estrogen) for breast cancer, estrogen blockers stop working and tumors become hormone (estrogen) independent.  The mechanism of action of the breast cancer recurrence and how to avoid these complications.  The most common cause of mortality in breast cancer patients is CVD.  The mechanism of action of breast cancer recurrence and CVD is the same

Faculty Chairman: Neal Rouzier, MD

10:30-11:00 a.m.Exhibitor Break

11:00 – 12:30 p.m.

A Continuation of the Morning Lecture

Faculty Chairman: Neal Rouzier, MD

12:30 – 1:45 p.m. – Lunch

1:45 – 2:45 p.m.

Biohacking Insulin Resistance: When Hormones Are Not Enough (Clinical Applications)

Do you have patients that struggle with stubborn belly fat and other signs or symptoms of insulin resistance despite adequate hormonal optimization? In this talk, we will dive into dietary techniques and tools that can be used to fully optimize your patient. We will review the pathophysiology of insulin resistance and discuss real clinical cases to teach dietary interventions and behavioral changes that restore insulin sensitivity.

Faculty: Nicole Lovat, MD, PhD

2:45 – 3:45 p.m.

Managing Cellular Health to Prevent, Preserve and Perpetuate Optimal Health

Health is usually defined as the absence of disease; but all disease begins at the cellular level, often before any criteria are reached to diagnose disease. If disease begins at the cellular level, then health must begin in the cell as well. 

We will look at cellular components, physiology, and pathways to help us define cellular health and the ways we can use this knowledge to optimize our overall health and longevity. We will look directly at ways we sabotage cellular health and then explore ways we can create and maintain cellular health through repair and   restoration of mitochondrial  function – the energy factories of the cell. We will examine ways we can use hormetic stressors to aid in cellular recovery as well. 

Faculty: Connie Casad, MD

3:45 – 4:15 p.m. Break

4:15 – 5:15 p.m.

Cash Practice Compliance: Best Practices for Telehealth, Consents and Price Structuring

Post-Covid Telemedicine is changing, what you were doing during Covid may no longer be acceptable.  It’s important to be in the know with controlled vs non controlled prescribing both in state and across state lines.  Know when multi state DEA numbers are required and know the rules for seeing, evaluating and prescribing across state lines.  It may be more complex then you think.  I’ll have specific case scenarios and will be available to answer all your questions

Faculty: Jim Eischen, Esq



8:00 – 9:00 a.m.

Brain Energy: The Metabolic and Mitochondrial Theory of Mental Illness.

This lecture will provide a broad overview of the current state of the mental health field, the different lines of evidence that support the theory (clinical, epidemiological, basic science, neuroimaging, genetic, etc), and an overview of treatments that can play a role

Keynote Guest Faculty: Christopher Palmer, MD

9:00 – 10:30 a.m.

Men:  The Hormone Research you Need to Have (articles are included)

E2 and men, the final chapter: Why it’s good, why it’s bad, you are the expert, how to rebut the rebuttals.  Hypogonadism results in gynecomastia that is reversed with testosterone and E2.  Its gynecomastia vs mastalgia vs insulin resistance vs estrogen dominance.  Studies to prove AI’s dont work, they only make the forgoing worse over time. Should we prescribe E2 to men, a literature review, DHT reduces sub Q fat, E2 reduces visceral fat. Over 50% of testosterone’s protective effect is related to the aromatization in E2.  A complete literature review will demonstrate the benefit of optimizing E2 in men as well as harm of lowering E2.

High hemoglobin and hematocrit (H&H) from physiologic erythrocytosis does not cause harm (MACE) in any study; however, polycythemia vera (PCV) does. The mechanism of harm with PCV is not increased blood viscosity as everyone says, but rather platelet dysfunction, platelet aggregation, and thrombocythemia that all contribute to thrombocytosis (MI, CVA, DVT, PE) in patients with PCV.  Patients with testosterone-induced physiologic erythrocytosis (secondary polycythemia) do not require phlebotomy per current hematology literature.  We will review the hematology literature outlining the treatment for PCV in contrast to the treatment (or lack thereof) for physiologic erythrocytosis.  Understanding why hematologists and cardiologists get concerned, how to approach it and what to do about it with literature in hand.

Blood clots and congenital thrombophilia: Several recent published papers tate and claim that the increase in blood clots observed in patients with congenital thrombophilias while taking testosterone is due to the aromatization of testosterone into E2 thereby necessitating the concomitant use of AI’s.  Authors claim that estradiol-induced thrombophilia causes blood clots in men.  DES increased VTE and MI in men treated for prostate cancer, however, E2 does not increase VTE in any randomized controlled trial, not does elevated levels of E2 from testosterone administration – a detailed review.

Faculty Chairman Neal Rouzier, MD

10:30-11:00 Exhibitor Break

11:00 – 12:30

Faculty Chairman: Neal Rouzier, MD

A Continuation of the Morning Lecture

12:30 – 1:45 – Lunch.  Non-CME lecture sponsored by Belmar Pharma Solutions

1:45 – 2:45 p.m.

Beyond the Bedroom: Understanding Erectile Dysfunction and Prostate Cancer in Primary Care Practice”

Pearls of wisdom in the diagnosis and treatment of erectile dysfunction, tips and tricks that might be helpful in performing procedures, and brief, useful updates for diagnosis and treatment of prostate cancer.

Faculty: Clifford Gluck, MD

2:45 – 3:45 p.m.

A Hormonal Guide to Curbing Addiction (Clinical Applications)

Much like obesity, addiction has a strong relationship with hormonal problems. Whether you have a PCOS patient who struggles with alcohol addition, or an insulin resistance patient on opiates for chronic pain, there are hormonal tools which curb their cravings and assist in achieving sobriety. We will discuss some of the reward pathways and hormonal issues that give rise to addiction and fuel the disease as well as ways to improve the quality of life of your patients by helping them resist the substances ruining their lives.

Faculty: Nicole Lovat, MD, PhD

3:45 – 4:15 p.m. – BREAK

4:15 – 5:15 p.m.

Talk title and speaker TBA


8:00 – 9:00 a.m.

Let’s Play a Game – Updating my Journey with Prostate Cancer.

I’m going to make a case that how we treat cancers in general is seriously flawed.  We tend to treat with MTD (maximum tolerated dosage) until patient develops resistance, and then we go to another agent, again with MTD.  Our cancers have the ability to fall back upon the entire human genome; no wonder we lose at this game.  But, we can use game theory to try to beat the cancer.  I am going to expound more on just how this might work to cure metastatic disease, using me as the prime example.

Faculty: Herman Pang, MD

9:00 – 10:00 a.m.

Case Study Hour

We will be reviewing 4-5 interesting and complex case studies submitted by your colleagues

10:00 – 10:15 a.m. Exhibitor Break

10:15 – 12:15 p.m.

The Hormone Research you Need to have for Both Men and Women (articles provided)

The importance of informed consent, informed refusal, shared decision making and signed documentation.  Although there is no harm to BHRT, remember to document that you advised of the harm of SHRT when prescribing BHRT.  A literature review of both.

The U.S. Preventive Service Task Force (USPSTF) confuses CEE with E2 and warns of the dangers.  Estradiol is safe and efficacious for preventing chronic disease.

Estrogen dominance is a misnomer and myth.  Estrogen dominance is simply insulin resistance that should be treated with E2 in both women and men.  AI’s increase estrogen dominance and IR and decrease glucose utilization by muscle cells

How to reverse plaque.  We will look at the most recent JAMA review of randomized controlled trials demonstrating that statins are not beneficial in most patients unless they have elevated cholesterol.  Dyslipidemia/IR drives most CVD and inflammation.  Statins decrease CVD and morality in secondary prevention studies but not so much in primary prevention studies.  However statins do increase the risk of breast cancer, diabetes, insulin resistance, visceral whit fat, triglycerides, lipoprotein(a) and coronary calcification.  Estradiol does the opposite and protects against/reverses the forgoing.  Statins induce dyslipidemia via an increase in visceral (white) fat and by reducing metabolically active brown fat.  Statins only benefit patients with normal triglycerides and HDL according to the recent meta-analysis in JAMA, what else can be done?

Literature review for the mechanism of action for how and why oral estradiol protects against heart disease and should be prescribed to every menopausal woman and man.  The main benefit of oral E2 in reducing CVD events is via conversion of echolucent plaque to echogenic plaque thereby stabilizing and reducing plaque.

Lowering lipoprotein(a): Prominent lipidologists claim it cannot be lowered.  We’ll review the evidence that it can be lowered.  Lowering lipoprotein(a) can also prevent blood clots by oral E2 not transdermal E2.

Thyroid Review: Literature proving T4 does not work in subclinical hypothyroidism and should not be used to improve symptoms as demonstrated in two studies we will review.  T4 suppressed T3 thereby resulting in no improvement in symptoms or CVD markers.  Symptomatic improvement only occurs when free T3 is increased – the top ten papers you will want to have on hand.

How to avoid hypometabolism and the problem with weight loss medications that suppress appetite but also suppress metabolism and hypothalamic set points.  

Faculty Chairman: Neal Rouzier, MD



In support of improving patient care, this activity has been planned and implemented by The Foundation for Care Management (FCM) and Worldlink Medical. FCM is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team

18 AMA PRA Category 1 for CME

18 Nursing Contact Hours

18 Contact hours Pharmacy Credit. Program A0007163-9999-23-007-L01-P

This activity was planned by and for the healthcare team, and learners will receive (18 hours) Interprofessional Continuing Education (IPCE) credit for learning and change.


Neal Rouzier, MD

Faculty Chairman

Herman Pang, MD, F.A.C.S., F.A.C.C.

Cardiovascular Surgeon

Christopher Palmer, MD

Faculty Keynote

Connie Casad, MD

Obstetrics & Gynecology

Jim Eischen

Jim Eischen, JD


Location & Travel Details

September 22-24, 2023

Travel Details


San Antonio International Airport (SAT)


Hyatt Regency Hill Country Resort and Spa
9800 Hyatt Resort Drive, San Antonio, Texas, United States, 78251


Block Rate $249.00 ($35.00 resort fee waived)

Book a Room


If you’re visiting our webpage or were referred to us, then we most definitely feel this summit is for you!  Not only by attending will you be able to connect deeply with our speakers, but you’ll also be able to better connect with all your fellow colleagues – virtually or in person. We hope to see you in attendance.

You should attend the summit any way you can. If you have a choice, it is preferred to come in person. In this way, you will receive deeper support from speakers, as well as be able to better connect with your colleagues. However, if you can only attend virtually, we certainly understand, and your experience will be just as enriching. You’ll  have access to our live Q&A session during the conference, as well as to recordings for 2 weeks post conference. We are also there for support after the summit ends, and able to answer questions as they come up for you.