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the Business of Creating Health
A Hands-On Interactive Workshop

April 17-19, 2020 | Dallas, TX

Course Description:

Clinical evidence-based CME is important.  It provides up-to-date information on current research, emerging technologies and procedures as well as healthcare paradigm shifts and standards of care to keep you relevant and informed.  But what about the Business Health of practicing physicians and providers?  You can’t practice medicine successfully if you can’t navigate what we call the Business side of Creating Health for you and your patients.

That’s what this course is all about and it’s accredited for CME!.  We want to help you practice medicine in a transformative way for patients that makes business sense for you. 

The Business of Creating Health is an interactive hands-on course designed to navigate and create the most effective business practice models for ALL types of medical providers and all types of practices.  This includes insurance type practices, concierge and cash pay models.  This course was developed for both the experienced medical provider looking to grow or transition their practice AND the provider looking to start a brand new practice.  All attendees will create an effective business model by learning and actually doing it in groups.

Think of this as a mini business residency program in practice start up, practice transitions and practice growth.  This hands on course will teach the concepts, then we’ll build different types of practices in groups. Along the way we’ll hear all different types of practice case studies presented by your peers on what they did, what worked and what didn’t work.  By the time the weekend is over attendees we will have experienced and created a variety of business models and practice scenarios.  You will depart with new ideas, tools, resources and most importantly an actual plan to implement.  Learn by doing, leave with a plan.  Please plan to join us.

Workshop Schedule

  • Friday, 8:00 a.m. - 5:30 p.m.
  • Saturday, 8:00 a.m. - 5:30 p.m.
  • Sunday, 8:00 a.m. - 12:00 noon

    Syllabus Information

    All participants will receive an electronic syllabus with their registration.  The eSyllabus will be available for download at least one week prior to the course.  An email notification will be sent when it is available for download and will include links and instructions.  This early release provides an opportunity to download and review the materials prior to the course. A printed copy of the syllabus is available for $40 and can be requested during your online event registration process. 

    PLEASE NOTE: We request you download the material prior to the event as internet access in the meeting room may be limited.  We will also have flash drives available for those that find this easier than downloading.  The syllabus can be saved in Adobe Reader which allows participants to add "sticky notes" directly on the slide as the speaker is talking. These notes can be saved permanently to your document.  Other recommended applications include iBooks (for Apple mobile devices) and iAnnotate (for mobile devices). Remember, a printed syllabus is available with an option for good old fashioned note taking.

    Course Objectives:

    1)      Evaluate and analyze trends in private direct pay models with ongoing reforms.
    2)      Outline various alternative approaches to private direct practice structures, focusing on integrative models.
    3)      Identify legal compliance challenges and solutions.
    4)      Analyze different practice models and identify a best fit for your needs based on your particular practice.
    5)      Identify and discuss the importance of a business plan, mission, vision and story.
    6)      Examine basic business elements related to accounting and finance.
    7)      Discuss pros and cons of various physical elements of your practice from location, size, décor, signage and operational tools.
    8)      Describe and discuss the importance of your team to your overall success.
    9)      Learn marketing tools and practice clarifying your message so your customers listen.
    10)  Review websites and understand their importance in messaging, form and function.
    11)  Debate the importance of being an expert in your community, what does it take?
    12)  Use practice case studies to refine your own practice model.

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    Day 1: Friday

    7:00 – 8:00 AM


    8:00 – 8:15 AM

    Welcome and Introduction

    • Current State of sick care vs healthcare and why you should care
    • New Options for healthcare, perhaps a new model is needed
    • 5 key reasons why physicians are looking for something different

    8:15 – 9:15 AM

    How to Destroy the 9 Roadblocks Stopping you from Accelerating your Practice

    • Mindset Roadblocks
    • Management Roadblocks
    • Marketing Roadblocks

    Guest Speakers:  Malaika Woods, MD & Tamika Henry, MD

      9:15 – 9:30 AM

      Audience discussion Q and A

        9:30 - 10:30 AM

        Setting the Foundation for a Successful Practice

        • The $64K question: what do you really want our of your professional life, what do you want to do and accomplish clinically and professionally
        • Develop/Refine your unique essential business statements, and your story
        • Philosophy, Mission, Values and Vision
        • Manifesto / Business Plan

        Guest Speaker: Gregory Petersburg, DO

        10:30 – 11:00 AM

        Group Discussion, Q and A

          11:00 AM - 12:00 PM

          The Legal Business Elements of Your Practice

          • Business Models
          • Plan participation & Medicare
          • Private Direct Medicine models: FFS vs Retainer
          • Hybrid Models
          • Pros and cons of each with examples

          Guest Speaker: Jim Eischen, JD

          12:00 - 1:00 PM


          1:00 - 2:00 PM

          The Legal Business Elements of Your Practice Cont.

          Guest Speaker: Jim Eischen, JD

          2:00-3:30 PM 

          The Business Elements Practical Application

          • Structure and elements of your new practice
          • Business formation fundamentals
          • Contracts and consents

          Guest Speakers:  Jim Eischen and Greg Petersburg

          3:30 - 3:45 PM


          3:45-4:30 PM 

          When is it Appropriate to Use HSA / HRA and FSA

          • Practical application and examples

            4:30 - 5:15 PM

             Business Elements Accounting and Finance

            • Budgeting / Financial reports
            • Estimating Start up
            • Business models / what to charge

            Guest Speaker: Greg Petersburg, DO

             5:15 - 5:30 PM

             Recap of days event/informal Q and A

            Day 2: Saturday

            7:00 – 8:00AM          

            8:00 – 9:15 AM

            The Physical Elements of Your Practice

            • Finding the right location
            • Own, lease, or rent
            • Office functions, design, layout and flow
            • Furnishings & Décor
            • Image and signage
            • Operational tools - clinical and Business
            • Equipment, Technology
            • Establishing relationships, business agreements

            Guest Speaker:  Greg Petersburg, DO

            9:15 – 10:30 AM

            The Human Element of Your Practice

              • Creating Your Culture
              • Team Building
              • What positions to hire and in what order

              Guest Speaker:  TBA

              10:30 –10:45 AM BREAK

              10:45 – 11:45 AM

              Transitioning vs. Taking the Leap In Your Clinical Practice: Your Options  

              • Add new services to your existing practice
              • Continue current business and open new (separate) business
              • Transition from your current practice/specialty to a new practice/specialty
              • Make the leap and jumpstart a new practice/specialty
              • The pros and cons: Business / Clinically / Personally
              • Planning and Implementation
              Guest Speaker:  Greg Petersburg, DO
              11:45 – 12:00 PM      

              Group discussion on audience practice discussion pearls

              12:00 – 1:00 PM LUNCH

              1:00 – 2:00 PM

              Clarify Your Message So customers Will Listen:  How the Power of Story Can Grow Your Business

              • Most leaders, marketers, salespeople, managers and of course healthcare providers struggle to explain what they do. It's not because they aren't smart, hard-working or likable, it's because they aren't communicating clearly. StoryBrand helps physicians and providers like yourselves understand what your potential patients are looking for so they can tell their story in such a way people listen. The human brain is drawn to CLARITY and away from confusion. If customers are confused about what you offer, they'll look past you for somebody who can say it clearly. Once you clarify your message, your company will begin to grow.

              Guest Speaker: Tim Arnold

                2:00 – 2:30 PM

                Creating a Captivating One-Liner

                Guest Speaker:  Tim Arnold (Building a StoryBrand)
                 2:30 - 2:45 PM  BREAK
                 2:45 - 3:15 PM

                 Building a better website

                Guest Speaker:  Tim Arnold (Building a StoryBrand)

                 3:15 - 4:15 PM

                Marketing in the Digital World

                • Using your website to generate and capture leads
                • Website content
                • Paid ads vs. Organic searches

                Guest Speaker: TBA

                 4:15-5:15 PM

                Be Known as the Expert in Your Community.  Increase your impact, have more free time and get paid what you’re worth

                • How to build authority
                • The physician authority formula: 5 keys to being seen as the authority in your market
                • The physician freedom formula
                • Your authority action plan
                • Mistakes to avoid

                Guest Speaker: Malaika Woods, MD and/or Tamika Henry, MD

                 5:15 - 5:30 PM Audience discussion on how you have interacted with your community

                Day 3: Sunday

                8:00 – 10:00 AM

                Managing Your Practice: Case study presentations and general discussions

                • Marketing Tips
                • Marketing and upselling
                • System analysis
                • Down-sizing / re-sizing
                • Policies and procedures
                • Fees, billing and collections
                • Business ethics
                • Marketing tips

                Guest speaker Case Study Presenters - TBA

                    10:00 – 12:00 PM Personal & Professional Considerations (Group Break Out)
                    • Medical-Legal Considerations
                      • Pitfalls
                      • Preventing malpractice suits
                    • Avoiding burnout

                    Guest Speaker: TBA


                      Tim Arnold

                      Featured Speaker

                      Tim Arnold is part of the teaching team at StoryBrand Live Workshops and travels the world to help StoryBrand clients through Private Workshops, Train the Trainer programs and Keynotes. He has spent over two decades helping organizations communicate, collaborate and get unstuck, with clients that include The United Nations, Citibank, KPMG, Toyota, and Siemens.  Tim is able to provide his clients with a real-world perspective through his experience launching successful for-profit and not-for-profit businesses, and managing international development partnerships in four continents. As the author of the book, “The Power of Healthy Tension,” Tim is able to help his clients bring communication simplicity to their business complexity. Tim lives in Ontario, Canada with his wife, Becky and their children Declan and Avryl.

                      Gregory Petersburg, DO
                      Faculty Chairman

                      Dr. Gregory Petersburg is a popular international speaker, educator and consultant for physicians', medical professions  and the public on lifestyle, active aging medicine, the "art" of medicine and providing unique patient experiences. 

                      With expertise as a clinician, lifestyle coach and practice consultant to hundreds of lifestyle clinics across the country he brings a plethora of knowledge and experience to the human dimension of a medical practice. He teaches the power of creating patient & practitioner experiences that create lifetime relationships for you and your patients and life-transforming change in patients' lives. 

                      Jim Eischen, JD

                      Jim is a California attorney with nearly 30 years of experience in business planning, healthcare, privacy, licensing, and regulatory issues (including Medicare compliance, physician compensation, and private direct fee business modeling and compliance).

                      His practice encompasses integrating physician healthcare models via Management Services Organization (MSO) structures, navigating the corporate practice of medicine, and related compliance issues. He advises clients in matters connected to reimbursement, contracts, interdisciplinary health professional employment and labor issues, and and Health Insurance Portability and Accountability Act (HIPAA) compliance. Jim has done credentialing work for physician independent practice associations (IPAs). 

                      Jim is a national authority on structuring consumer/patient financial contribution and reimbursement models for private/concierge medical groups and healthcare IT product developers to achieve federal legal compliance. He has worked as a consultant/founder with medical groups, electronic health record software firms, cardiovascular testing and health coaching enterprises, and venture capital groups exploring healthcare opportunities. Jim also provides preliminary guidance on practice formation options. 

                      Malaika Woods, MD, MPH

                      Dr. Woods is a double board certified practitioner with the American Board of Obesity Medicine and American Board of Obstetrics & Gynecology Institute for Functional Medicine. She is the founding director of the highly popular Woods Wellness Institute and the E3 method. She is the co-author of the highly anticipated newly released book, Physician Unleashed.  As a native of Wichita, Kansas. She earned her Bachelor’s degree, with cum laude distinction, from Wichita State University. As an undergraduate, Dr. Woods was also the recipient of the Harry S. Gore Scholarship, the largest leadership scholarship awarded in the state of Kansas.  She completed her Doctorate of Medicine and Masters of Public Health degrees from the University of Kansas School of Medicine.  Dr. Woods completed her residency in Obstetrics & Gynecology at the University of Missouri–Kansas City. 

                      Tamika Henry, MD, MBA

                      Dr. Tamika C. Henry is a Southern California native who earned both her Bachelor of Science and Doctorate of Medicine degrees from the University of Southern California. She also earned her Masters in Business Administration from the University of California, Irvine. For the last 13 years, Dr. Henry has been practicing as a board certified family physician with emphasis in geriatric medicine at her growing practice, Unlimited Health Institute. She has also received extensive training in the areas of preventive medicine, bariatrics (non-surgical weight loss) and bio-identical hormone replacement therapy (BHRT). She is the co-author of the newly released book, Physician Unleashed


                            EARLY BIRD PRICE    

                       VALID NOW THRU: MARCH 20, 2020 

                         REGULAR PRICE   

                       EFFECTIVE: MARCH 21, 2020 

                      Medical Providers and Pharmacists 



                      Support Staff 



                      (MA, RN, Office Manager)

                      *Cancellation Policy

                      Cancellation and/or course change requests received more than 3 weeks in advance of the event will receive a full credit (less a $50.00 change fee) which will be applied to your account as a credit for use towards a future event/service. Any cancellations and/or changes received less than 3 weeks before the event, will incur a $350.00 processing fee and the remaining balance will be credited to your account.

                      Cancellations received less than 3 days prior to the start of the event are non-refundable. No shows are also non-refundable.

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                      AMA PRA Category 1 Statement

                      This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of the Foundation for Care Management (FCM) and Worldlink Medical. The Foundation for Care Management is accredited by the ACCME to provide continuing medical education for physicians.

                      FCM designates this educational activity for a maximum of 19 AMA PRA Category 1 CreditsTM. 

                      Physicians should only claim credit commensurate with the extent of their participation in this activity.

                      The ACCME defines a “Commercial Interest” as any entity producing, marketing, re-selling, or distributing health care goods or services  consumed by, or used on, patients.

                      Nursing Statement

                      Foundation for Care Management (FCM) is an approved provider of continuing nursing education by the Continuing

                      Nursing Education Group (CNEG), an accredited approver by the American Nurses Credentialing Center's Commission

                      on Accreditation.

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                      HOTEL AND TRAVEL:

                      Fairmont Dallas Hotel

                      1717 N. Akard Street
                      Dallas, Texas

                      Group Block Room Rate Available $169.00/night.  Book Your Room Reservation Online

                      Nearest Airport - Dallas/Fort Worth International Airport (DFW)

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                      Fairmont Dallas  Hotel
                      1717 N. Akard Street
                      Dallas, TX 75201

                      Register Now

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