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the Business of Creating Health

Stay tuned for dates for our business course of 2020!

View The Business of Creating Health Brochure

Our patient population continues to get sicker and healthcare costs continue to rise. Our changing healthcare environment requires a different type of training than what is taught in medical schools. Preventable chronic diseases now dominate the top ten list for causes of death here in the U.S., and our physician burnout rate is at an all-time high.

Dominating our surveys are your requests for tools to help guide the transition to a practice focused on creating health, as well as better resources to more efficiently and effectively educate your patients. Many physicians are no longer willing to focus on treating chronic symptoms. The key today is working with patients to ensure healthy lifestyles to prevent many of the chronic diseases affecting our growing population.

Registration coming soon!

Course Description:

The Business of Creating Health

This course has been approved for 20 AMA PRA Category 1 Credits, 20 Nursing Contact Hours (20 pharmacologic hours), 

Workshop Schedule

  • Friday, 8:00 a.m. - 6:00 p.m.
  • Saturday, 8:00 a.m. - 6:00 p.m.
  • Sunday, 8:00 a.m. - 12:00 noon

    Syllabus Information

    All participants will receive an electronic and printed 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.

    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). Lastly, put perhaps most important for many of us, a printed syllabus is available with an option for good old fashioned note taking.


    This program has an evaluation only and no pre/post testing.  The course code below will not be valid until the program is complete.

    The Course code is: Course code coming soon!

    Notification will be sent out after the course with links to complete the survey.  Instructions can also be found on the first page of your course syllabus.  The survey must be completed within one-year in order to claim your credit.  Certificates are available to print once all forms are completed.

      Course Description

      Join us as we Master the Practice and Optimize the Care at this transformative event for your unique practice setting.Our Program focus will encompass 4 different areas:

      1. Patient Education.  No business discussion would be complete without an emphasis on the patient experience for your patients.  Satisfied patients tell their friends and family. We want to maximize this for your practice with lots of tools and ideas to create extraordinary patient relationships that matter both to you and your patients.

      2. Medical Legal.  There are many obstacles to consider when picking a business model that works best for your type of practice.  Whatever you choose we want you to set it up in a legal framework that protects you and your practice

      3. Business Operations.  Business Start-up and/or a practice transition is never an easy endeavor especially if running a business was one of the last things you thought you’d be doing.  Hear from some business and consulting groups and make sure you’re in the know for basic business practices.  In addition we’ll assemble a faculty of physicians who have made the transition, hear their story and learn what worked, what didn’t and why.

      4.  Marketing.  We like to believe that once you open your doors patients will come but often times there needs to be a little push.  We’ll try to make it easy and straightforward but there are some things even you can do to grow your practice.  Practical tools to go home with and easily implement, that is our goal. 

      Registration coming soon!

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      Day 1: Friday

      7:00 – 8:00


      8:00 – 8:15 AM

      Introduction and Overview

      •  Medical Practice / Business Management: A Potpourri of War Stories and Success
      •  A reminder of the importance in getting this right

      Speaker: Jim Eischen

      8:15 – 9:15 AM

      Private Direct Medicine Models: The Past, Present & Future Innovations

      • Historical overview of US private medicine and original compliance solutions
      • Current market models
      • Anticipating future market growth in various versions of private medicine

      Speaker: Jim Eischen, JD

      9:15 – 10:15 AM

      Medicare and Plan Participation:  The Plan Integration Decision

      • How existing models navigate plan integration versus disconnection
      • Best practices for making the plan integration decision
      • Options for deals with plan requirements

      Speaker: Jim Eischen, JD

      10:15 – 10:30 AM


      10:30 – 11:30 AM

      Compliance Solutions for Various Private Direct Practice models

      • Medicare participatory private medicine compliance
      • Opting out of Medicare & out-of-network compliance solutions
      • Practice options for integrative/hormone replacement practice models

      Speaker: Jim Eischen, JD

      11:30 – 12:30 PM

      Business Model Analysis and Discussion

      Which is better for your practice, concierge or fee for service?        

      Speaker: Andre Etherly

      12:30 – 1:30 PM


      1:30 – 2:00 PM

      Physician Practice Set-Up – Case Studies and Discussion

      Moderator: Jim Eischen, Andre Etherly

      Faculty Panel

      2:00 – 3:00 PM

      HSA, HRA and FSA Eligibility: Eligible Services under Existing Laws and Potential Future Legal Reforms

      Importance of Consent Forms and other Legal Documents

      Speaker: Jim Eischen, JD

      3:00 – 3:15 PM


      3:15 – 4:15 PM

      Business Start-up: Conception to Grand Opening

      • The details of a successful launch

      Speaker: Kena Galvan

      4:15 – 5:15 PM

      Branding and Cross-Platform Marketing

      • Branding, the importance of consistency across all platforms for your business

      Speaker: Kalia Galvan

      Day 2: Saturday

      7:00 – 8:00AM          

      8:00 – 9:00 AM

      Business Analysis:  Maximizing Your ROI Using Hindsight to create Foresight

                     What to charge, workflows, staffing, efficiencies, location

      Speaker: Kena Galvan

      9:00 – 10:00 AM

      Choosing the Right Modalities for your Practice

      • Discuss some of the lifestyle / wellness options available
      • Before you decide what to offer, understand how to monetize each of these services and evaluation competition and demand

      Speaker: Andre Etherly

      10:00 –10:15 AM BREAK

      10:15 – 11:15 AM

      Business Operations:  Tools & Technologies of an Efficient, Personable Practice

      Speaker: Kena Galvan

      11:15 – 11:45 AM      

      Physician Case Studies on Business Transition – Practitioner Panel Discussion

      Moderator: Kena Galvan, Andre Etherly

      Faculty Participants 

      11:45 – 12:45 PM LUNCH

      12:45 – 1:45 PM

      Your Practice’s Digital Presence

      • Discuss the Importance of a Modern and Responsive Website, Social Engagement and Email Marketing

      Speaker: Kalia Galvan

      1:45 – 2:45 PM

      Ad Management

      • Google and Facebook ads to showcase Services / Increase clientele

      Speaker: Kalia Galvan

      2:45 – 3:00 PM BREAK

      3:00 – 3:30  PM

      Audience Participation Website Review

      Hosted by Kalia Galvan

      3:30 – 4:30 PM

      Staff Training and Upselling - Key to $ Success

      • Do you train your staff on a consistent basis?
      • Patients don't care until they know you (and your staff) cares
      • How motivated is your staff?
      • Who is responsible for sales?  You are!
      • Do you get testimonials?  Does your staff ask for them?
      • Do you share monetarily with your staff?

        Speaker:  Mike Clark, MBA, JD, PHD

      Role Play Examples (4:15 - 4:30 pm)

      4:45 – 5:30 PM

      Up Close and Personal with Faculty and Speaker Panel – Open discussion and Q and A

      Jim Eischen, Andre Etherly, Kalia Galvan, Kena Galvan, Mike Clark, Steve Goldring, Gregory Petersburg, DO and Panel Members

      Day 3: Sunday

      8:00 – 8:45 AM

      A Case Study on Patient Education

      Speaker: Steve Goldring, RPh.

      8:45 – 10:15 AM

      Practice Pearls in the Art of Medicine - Optimize your patient's relationship & experience for better outcomes & better income

      Speaker: Gregory Petersburg, DO

      10:15 – 10:30 AM BREAK 

      10:30 – 12:00 PM

      Hope, Joy & Inspiration - The new clinical tools that make a meaningful difference for 21st century medicine

      Speaker: Gregory Petersburg, DO

      12:00 – 12:15 PM Wrap up and Key Takeaways

      Registration coming soon!

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      James J. Eischen Jr., J.D. – Faculty Chairman


      Jim Eischen is a California attorney with nearly 30 years of experience representing clients in matters involving business planning, healthcare, privacy, licensing, and regulatory issues (including Medicare compliance, physician compensation, and private direct fee business modeling and compliance). His practice encompasses life science companies 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 Health Insurance Portability and Accountability Act (HIPAA) compliance. Jim has done credentialing work for physician independent practice associations (IPAs). He has experience structuring physician practice purchase and employment structures, and assisting companies delivering wellness products or programs, to ensure reimbursement and privacy compliance. 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

      Mike Clark, MBA, JD, Ph.D.

      Mike Clark is the founder of Seeking Perfect Health and co-founder of the Natural Bio Health Clinics where he created one of the

      first bioidentical hormone and functional medicine clinics.  He served as the Director Education and Research at the clinics for

      seventeen year, developing the hormone practice and subsequently the weight loss and gastrointestinal health practices. He built and

      subsequently sold five bioidentical hormone and medical weight loss clinics beginning in 2001 - 2015.  

      He has a Doctorate degree in Natural Medicine, has been designated a Health Practitioners Diplomat in the Clinical Science of

      Anti-Aging, and a Fellow and Advanced Fellow of Anti-Aging, Regenerative & Functional Medicine.  He has been certified by the 

      Amen Clinic and is a GX Sciences Trained Provider.  


      Andre Etherly, MS 

      Andre Etherly is a consultant and entrepreneur with much of his work in the last decade focused on enabling Integrative Medical Practitioners to succeed by applying the sciences of technology and business into medical practice models. He has helped numerous integrative practices, many from initial startup, with projects that have included Business Plans, Marketing Analysis, Competitive Analysis, Practice Design (Fee for Service, Concierge, Hybrid), and numerous others.

      Andre received a BA in Business Administration from Michigan State University and a MS in Information Systems Technology from George Washington University. Mr. Etherly’s Capstone Project focused on leveraging technology to improve healthcare outcomes and lower costs. Much of his work since that point has been focused on that objective.

      Kalia Galvan

      Owner of Framed Marketing, a boutique marketing company in San Diego, California, Kalia specializes in Ad Management, Branding, Graphic Design, Website Design and User Experience. Framed Marketing was developed to help small to medium-sized businesses, both locally and nationally, that don’t have the time or knowledge of how to effectively market their business. Many of Framed’s clients include medical practices, wellness salons and exercise studios.

      With over ten years of work experience, Kalia attended University of San Diego and graduated with a bachelor’s degree in Communication Studies. After receiving her degree, she tenured at an international digital marketing agency and focused on corporate marketing, including international corporate events, digital marketing, brand development and philanthropy.

      In her spare time, Kalia enjoys doing Yoga, getting outdoors, and experiencing San Diego’s infamous food scene.

      Kena Galvan

      Kena has over 25 years experience in the health care industry. She has served in many areas including contracting, financial and operational management, business development and marketing, and technology implementation.

      Prior to founding Absolute Solutions, Kena worked in large hospital systems including UCSD, Scripps and Sharp HealthCare, as well as multi-specialty practices and private centers. This diverse background provides Absolute Solutions with a unique, all-sides point of view and the drill down capabilities to formalize your vision, implement the plan, review the successes and opportunities, and continue fine-tuning to perfection.

      Steve Goldring, RPH

      As a compounding pharmacist, Steve Goldring has been educating women in menopause for over 25 years. He’s sat under Dr. Neal Rouzier’s teaching at multiple Worldlink events and has earned Advanced Bioidentical Hormone Replacement Therapy certification from Worldlink Medical. For the past three years, Steve has been answering a call to create educational materials to help women in menopause gain clarity and confidence about optimal hormones. He provides video-based, online resources to explain optimal hormones in simple, clear language for women with no medical background. He’s surveyed over 1400 menopausal women to understand what they know and what they want to know about hormones, their risks, and their benefits.

      Gregory Petersburg, DO

      Dr. Gregory Petersburg is a popular international speaker, educator, and consultant for physicians’, medical professionals, and the public on lifestyle, proactive 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.


            EARLY BIRD PRICE    

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         REGULAR PRICE   


      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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      Hilton Fort Worth Hotel

      815 Main Street, Fort Worth, TX 76102

      (817) 870-2100  (Room block under Worldlink Medical)

      Room Block Rate $179.00

      Room block coming soon!

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

      Registration coming soon!

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      Hilton Fort Worth Hotel
      815 Main Street
      Fort Worth, TX 76102 USA

      Registration coming soon!

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