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General Session – Spring Symposium Agenda*

Day 1 - Friday

Business Theme: Protection & Preparation for Your Practice, Your Business, & Your Future

11:00 - 11:05 am
Opening Remarks by Founder Steven M. Hacker, MD
Steven M. Hacker, MD
11:05 - 11:35 am
Preparing For the Unexpected: From Medicare Audits to Operational problems to Unexpected Loss of Provider
Jay Shorr, CMBM
11:35 - 12:15 pm
Protecting your Assets, Income & Life
Michael Jacobson, CLTC

Exhibits Open From 12:00 PM – 5:30 PM

12:15 - 1:15 pm
Welcome Lunch With Exhibitors

1:15 - 1:45 pm
Malpractice Risks in the Digital Age
Kimberly Hathaway
1:45 - 5:00 pm
Concurrent Breakout

Heart Attack and Stroke Prevention: A Paradigm Shift... Altruism Pays. The Core Elements of Establishing a Proven Profitable Prevention and Wellness Program in your Practice. Located in the Palm Breeze Room.
Jeffrey W. Young, Jr., MSN FNP-BC. APN
Dharmesh Patel, MD FACC, MBBS (Lon)
1:45 - 2:15 pm
Avoiding HR Nightmares with Employees & Staff
Patti Leonard, Esq.
2:15 - 2:45 pm
How will Obama’s New Tax Laws Affect My Income & My Business
Liz Dunn, CPA
2:45 - 3:15 pm
Using Tax Laws to Prepare For Your Retirement
Stephen Lippman
3:15 - 3:45 pm
Adding Innovative Revenue Streams to a Practice
Steven M. Hacker, MD
3:45 - 4:15 pm
Building your Practice: Which Procedures and Why?
Marta Rendon, MD
4:15 - 4:45 pm
Line of Credit & Importance of a Quality Banking Relationship
Jason Biro
4:45 - 5:00 pm
Daily Wrap-up and Q&A
Steven M. Hacker, MD
5:00 - 5:30 pm
Wine & Cheese Reception with Exhibitors

Day 2 - Saturday

Morning Business Theme: Issues: Policy, Technology, IP & Reimbursement Methodology


Exhibits Open From 7:00 AM – 4:00 PM

7:00 - 8:00 am
Breakfast in Exhibit Area

8:00 - 8:45 am
Keynote Address Sponsored by Citrix, Andrew Barbash MD
Andrew Barbash, MD
8:45 - 9:15 am
Concurrent Breakout

Hands On Cosmetic procedure workshop
Located in the Palm Breeze Room

Marta Rendon, MD
Steven M. Hacker, MD
8:45 - 9:15 am
Overview of Patient Protection Act
Jeffrey Cohen, Esq.
9:15 - 9:30 am
Break in Exhibit Area

9:30 - 12:00 pm
Concurrent Breakout

Hands On Cosmetic procedure workshop, cont.
Located in the Ocean Breeze Room

Marta Rendon, MD
Steven M. Hacker, MD
9:30 - 10:00 am
Physician Entrepreneurs: An Oxymoron?
Arlen Meyers, MD, MBA
10:00 - 10:30 am
Good, Bad & Ugly of Provider Ecosystems: Practice Management groups, Hospital Partnerships, ACO’s and more
Curt Rosner, CPA
10:30 - 11:00 am
Reimbursement Methodologies: Yesterday, Today & Tomorrow
Lawrence Schimmel, MD FACS
11:00 - 11:30 am
Intellectual Property Protection
Howard Gitten, Esq.
11:30 - 12:00 pm
Avoiding Common Mistakes When Starting Your First Company
Andrew Hoyne, Esq.
12:00 - 1:00 pm
Lunch with Exhibitors

Afternoon Business Theme: Growing your Practice/Business

1:00 - 3:00 pm
Concurrent Breakout
Be A Better Office Manager Workshop
Located in the Island Breeze Room

Jay Shorr, CMBM, CAC
1:00 - 3:00 pm
Concurrent Breakout

LifeScience Innovation Roadmap
Located in the Ocean Breeze Room

Arlen Meyers, MD MBA
1:00 - 1:30 pm
The Myths and Current Realities of Internet Marketing
Jeremy Pound
1:30 - 2:00 pm
Don’t Even Think of Doing it Alone!: Assembling Cross-Functional, High-Performance Teams Critical to any Successful Venture
Rhys Williams, JD MBA
2:00 - 2:30 pm
Social Media Solutions to Grow Your Business
Chris Hall
2:30 - 3:00 pm
Business Model Lessons from an Entrepreneur
Ron Tarro, CEO SDD
3:00 - 3:45 pm
Afternoon Tea with Exhibitors
Exhibitors / Sponsors
3:45 - 5:00 pm
Concurrent Breakout
LifeScience Innovation Workshop Roadmap, cont.
Located in the Ocean Breeze Room

Arlen Meyers, MD MBA
3:45 - 5:00 pm
Concurrent Breakout

Be A Better Office Manager Workshop, cont.
Located in the Island Breeze Room

Jay Shorr, CMBM, CAC
3:45 - 4:05 pm
Adding a Heart Attack & Stroke Prevention Program to your Practice
Jeffrey W. Young, Jr. MD, MSN FNP-BC. APN
4:05 - 4:35 pm
Hiring Doctors/Extenders: Understanding the Contract
Jeff Cohen, Esq.D
4:35 - 5:00 pm
Healthcare Licenses & Laws that Will Affect Your Business
Jeff Cohen, Esq.D
5:00 - 5:30 pm
Raising Capital and Negotiating Term Sheets
Andrew Hoyne, Esq.
5:30 - 5:55 pm
Adding Clinical Research to your Practice
Mark Brody
5:55 - 6:00 pm
Q&A / Day Wrap-up

6:00 - 8:00 pm
Closed Session. “Shark Tank” like Session. Located in the Island Breeze Room.

Day 3 - Sunday

Morning Business Theme: Operational Issues for your Practice/Business

7:00 - 8:30 am

8:30 - 9:00 am
Technology Hardware, Networks & Software Set up for a practice/business
Dave O’Keefe
9:00 - 9:30 am
Overview of Stage I/ll Requirements to Qualify for Federal Incentives
Michael Pepe
9:30 - 10:00 am
How to Pick an E.H.R. and Revenue Cycle Management System for your Practice
Brian Foster
10:00 - 10:30 am
Managing your Online Reputation
Jeremy Pound
10:30 - 11:00 am
What You Need to Know Regarding Hospital Privileges
Jay Shorr, CMBM
11:00 - 11:30 am
The World is Going Mobile... What Does That Mean?
Jeremy Pound
11:30 - 11:45 am
Final Remarks / Wrap-Up
General Session Adjourned
Steven M. Hacker, MD

*Schedule, Faculty and Topic Subject to Change.

“Shark Tank” like Session

Saturday, 6:00 pm - 8:00 pm
(Closed Session)

Present your business to a panel of “sharks”/experts/investors/atty for critique and possibly assistance with finding capital resources.

*Closed Door- participants by selection of Executive Summary only*

Rhys L. Williams, JD MBA
Rhys L. Williams, JD MBA
Rhys L. Williams President & Co-Founder of New World Angels, Inc., a member-managed, structured angel investor group with chapters in Southeast Florida and Tampa Bay. He is also President of iTherapeutics, a biotechnology company developing therapies for macular degeneration, which he co-founded with prominent faculty from Scripps Florida and the Bascom Palmer Eye Institute at the University of Miami.

Previously he co-founded Tequesta Marine Bioscience, a marine natural products venture focusing on therapeutic and cosmeceutical applications. His prior business experience includes roles as a venture capitalist with SI Ventures (Gartner Group-affiliated fund) and executive positions with Ixion Biotechnology (stem cells), Smith Barney, American Express, and U.S. Army Special Forces (commander, combat diver detachment).

He serves on the Boards of the Florida Institute for the Commercialization of Public Research (gubernatorial appointee), Florida Atlantic University Foundation, Univ. of Florida’s Center for Entrepreneurship & Innovation, University of Miami’s Coulter Center Technology Review Committee, and the South Florida Science Museum (former Chairman & Executive Committee Member). Current or past memberships include BioFlorida, the Economic Council of the Palm Beaches, the Harvard Club of the Palm Beaches, Florida Blue Key, and Leadership Florida (former Boardmember).

He earned his bachelor’s degree from Harvard College magna cum laude and both MBA and J.D. degrees from Univ. of Florida (MBA class president; admitted to law practice in FL & NY). A fifth generation South Floridian, Rhys lives in Delray Beach with his wife Dr. Lorna Sohn Williams and their two children. Rhys and Lorna have been active supporters of both the JFK Medical Center Foundation and Hospice of the Palm Beaches, having served as Annual Fundraiser Event Chairs and/or Underwriting Committee Co-chairs.

Robert S. Fishel
Robert S. Fishel
Robert Fishel is a founding partner of Catalyst Development Partners and has been an investor in CDP Principals’ deals for the past 20 years. Dr. Fishel has a wide variety of business interests. Dr. Fishel is president and CEO of Florida Electrophysiology Associates, the Southeast’s largest group of physicians specializing in the surgical treatment of heart rhythm disorders. He is a managing partner of Renaissance Properties NY, a management and development company specializing in NY high-density multifamily and commercial office properties. He is the general partner of ALSAR Ltd Partnership, a privately held investment partnership specializing in real estate, public equity and risk arbitrage investing. He is an active venture capital investor specializing in biotechnology investing. He is a partner of Florida New World Angels, a leading Florida venture/angel capital investing group. Dr. Fishel has had several successful biotech VC exits, the largest exit being for $300 million. Dr. Fishel is a managing partner of NewPace Medical Technologies; an Israeli based medical device company. Dr. Fishel is the General Partner of Alsar Aerospace, an aircraft leasing and management company. Dr. Fishel is an instrument rated commercial pilot.

Stephen Margolis
Stephen Margolis
Stephen Margolis is the Managing Director of Miraklet Investments LLC, a private investment firm that operates primarily in North America, Central America, South America and Europe. Investments include holdings in diverse business sectors such as consumer products, water treatment, chemicals, real estate and construction services, distribution services and energy. Prior to Miraklet, Stephen was a partner in a real estate development company and other various start-up businesses. His strengths include product and organizational systems development. Stephen holds his Bachelor of Science degree in Industrial Engineering from the University of Florida and his Master of Business Administration from the University of Chicago.

Steven M. Hacker, MD, MBA
Steven M. Hacker, MD
Founder & Symposium Director

Steven M. Hacker, MD is is the author of the top selling business book for physicians entitled “The Medical Entrepreneur Pearls, Pitfalls, and Practical Business Advice for Doctors” and is the creator of the Medical Entrepreneur App (Available for free in the Apple Store). He is founder and course director of The Symposium ( In 1994, he started his three physician group dermatology practice in Delray Beach Florida. In 1996 he founded (now owned by Walgreens). In 2004, Dr. Hacker founded PassportMD (now owned by Verisk Health). Dr. Hacker has served as a consultant for Fortune 500 companies, emerging technology companies, medical device and healthcare companies. He has published over twenty-five peer reviewed scientific articles and several textbook chapters. Over the years, Dr. Hacker has been recognized by his peers with several awards and nominations including Best Physician Entrepreneur, as well as listing in Castle Connolly as one of the best physician’s and dermatologists in the US and Florida for the last 12 years running.

Breakout Session – Heart Attack and Stroke Prevention: A Paradigm Shift... Altruism Pays

Friday, 2:45 pm - 5:00 pm
(Included with General Session Registration, No extra cost, seats limited, must register in advance)

This breakout session for entrepreneurs will explain the core elements of establishing a proven Prevention and Wellness Program in your practice.
1) Adopting a preventive mindset and understanding opportunities that exist in your current practice.
2) Planning and feasibility analysis, testing and validation of your current practice and its potential.
3) Executing your program utilizing a proven prevention model, and introducing other revenue enhancement opportunities that surround prevention; e.g., identifying insulin resistance, sleep apnea, distinctive lipidology and arteriology.

Course Objectives:

1. Understanding the science behind Heart Attack and Stroke Prevention.
2. Understanding how to develop a prevention program without adding to your current workload.
3. Understanding the business behind Heart Attack and Stroke Prevention.
4. Understanding the Wellness and Prevention market.
5. Understanding how to determine whether a prevention program is feasible in your current practice setting.

Breakout Session – Cosmetic Procedure Hands-on Workshop & Live Demonstration

Saturday, 8:45 am – 9:15 and 9:30 am - 12:00 pm
(**Paid Admission Ticket Required)

**Includes Certification of Completion**
(For those practitioners that want to add cosmetic/elective procedures to their practice)

Final Curriculum:

8:40 - 8:45 am
Welcome and Instructions
8:45 - 9:15 am
Dermal Filler Options: Making the Right Choice
• Available Products
• Individualizing procedures for each facial area
• Minimizing complications
9:15 - 9:30 am
9:30 - 10:00 am
Neurotoxins: Analyzing the Options
• Differences among the available neurotoxins
• Individualizing procedures for each facial area
• Minimizing complications
10:00 - 10:15 am
Resurfacing Procedures
• Peels
10:15 - 12:00 pm
Aesthetic Evaluations and Live Patient Demonstrations
• Demonstration and injection techniques
12:00 - 12:05 pm
Conclusions and Final Q&A

Course Objectives:
1. Understand patient selection and appropriateness of cosmetic procedures for patients.
2. Understand how to balance patient expectations with results.
3. Understand how to add cosmetic and elective procedures to a practice.
4. Understand potential complications and contraindications for cosmetic procedures.
5. Understand follow up and documentation associated with cosmetic procedures.
6. Learn hands on how to perform certain cosmetic procedures.
7. Receive a certificate of completion for workshop.
**Hands on workshop includes work on models and live patients** (*live patients may be subject to state license).

Marta I. Rendon, MD
Course Director:
Marta I. Rendon, MD
Double Board Certified, Dermatology & Cutaneous Surgery & Internal Medicine
Clinical Associate Professor in the Department of Biomedical Sciences at Florida Atlantic University

You must also be registered for general session/meeting to attend breakout sessions.
Register early to save your spot. This breakout session has limited seats and will sell out.
Your breakout session registration includes Certificate of Completion and Hands-on workshop.

Breakout Session – The Life Science Innovation Roadmap: Getting Your Idea to Market

Saturday, 1:00 pm – 3:00 pm and 3:45 pm - 5:00 pm
(**Paid Admission Ticket Required)

This breakout session for entrepreneurs will explain the core elements of getting a biomedical idea to market:
1) Adopting an entrepreneurial mindset and scoping opportunities.
2) Planning and feasibility analysis, testing and validation.
3) Executing your idea.

Course Objectives:

1. Understanding how life science inventions (drugs, devices and diagnostics) and discoveries are commercialized.
2. Understanding how to develop a bioentrepreneurial mindset.
3. Understanding the legal and regulatory environment of life science commercialization.
4. Understanding the life science and medical innovation roadmap including the basics of how life science ventures are financed.
5. Understanding how to determine whether a life science discovery or invention has commercial feasibility.

When: Saturday at The Symposium Delray Beach, Florida.
Time: Breakout Session 1-5 PM Est during day 2 of The Symposium.

Arlen Meyers, MD, MBA
Course Director:
Arlen Meyers, MD, MBA
Professor, Departments of Otolaryngology, Dentistry and Engineering
University of Colorado
President and CEO, Society of Physician Entrepreneurs

You must also be registered for general session/meeting to attend breakout sessions.
Register early to save your spot. This breakout session has limited seats and will sell out.
Your breakout session registration includes a premium membership to SOPE (Society of Physician Entrepreneurs – $299 value).

Breakout Session Faculty:
Steven K. Stranne, J.D.
M.D., Harvard Law School, 1994, M.D., Duke University Medical School, 1990, B.S.M.E., Duke University, 1986 is a physician and lawyer with Polsinelli Shughart PC and over 18 years of experience in Washington, D.C. designing, implementing and overseeing complex legislative and regulatory initiatives involving Congress, the Centers for Medicare & Medicaid Services (CMS) (see bio on faculty page).

Wade Johnson, J.D.
University of Montana, 2001, high honors; CALI Awards for Excellence in Legal Analysis and Legal Writing; James H. Kilbourne Award for Excellence in Legal Writing B.S., Brigham Young University, 1991, Mechanical Engineering is a shareholder in the Science and Technology practice group at Polsinelli Shughart PC. (see bio on faculty page)

Jason Sapsin, J.D.
graduated cum laude, University of Michigan, 1994 M.P.H., Public Health, Johns Hopkins University, 2003, Delta Omega, B.A., magna cum laude, Williams College, 1991, is a member of Polsinelli Shughart’s Life Sciences group, leading its FDA practice based in Denver, Colorado and is an instructor in regulatory affairs at Colorado State University’s School of Biomedical Engineering. (see bio on faculty page).

Breakout Session – Be a Better Office Manager Workshop

Saturday, 1:00 pm – 3:00 pm and 3:45 pm - 5:00 pm
(Included with General Session Registration, No extra cost, seats limited must register in advance)

(For Office Managers Only) – Included with Registration

Jay A. Shorr, BA, CMBM, CAC
Course Director:
Jay A. Shorr - BA, CMBM, CAC

Topics to be covered:
1. Compliance and Risk Management, Audit landscape, Minimize Audit Risks, Identify audit risk areas in your practice, compliance measures to reduce impact of audit.
2. Staffing.
3. Improving Profitability.
4. Improve the Bottom Line for your practice: Revenue and Cost Containment.
5. Preparing for ICD-10 Implementation.
6. Customer Service Strategies.
7. Employee Engagement.
8. Getting and Negotiating Payor Contracts.
9. Productivity and Non Productivity Incentives for employees and physician employees.
10. Patient Collections.
11. Preparing your practice for technology.
12. Accountable Care Organizations- the basics.

General Session Preliminary Topics

Additional New Topics this year...

1. Newer reimbursement methodologies -Accountable Care Organizations, Patient-Centered Medical Home (PCMH), PCMH-neighbor, clinical integration, and shared savings, Pay for Performance programs, office-based quality improvement, gain sharing, and risk based contracting.

2. Requirements for Stage I of the Centers for Medicare & Medicaid (CMS) EHR incentive program for eligible practices, professionals, preview of what CMS has proposed for Stage II of the program, including financial penalties.

3. Overview of CMS proposed regulations to implement Section 6002 of the Patient Protection and Affordable Care Act (ACA), known as the U.S. Sunshine Act and what it means for physician relationships with industry.

4. Centers for Medicare & Medicaid Services (CMS) Physician Quality Reporting System (PQRS)- Review opportunies for physician participation and implications/penalties of non-participation.

5. Revenue Cycle Management

6. Practice Benchmarks- how does your practice measure against your peers?

7. How to prepare a pro-forma budget to get a line of credit?

8. Benefits of a high net worth banking relationship?

9. Business Presentations- Get a free critique and present to potential investors

Plus these popular topics from last year...

1. Virtual medicine and the use of technology to evolve healthcare

2. Necessary Evils: Licenses, Laws & Regulatory Compliance for Your Practice

3. Everything you Need to Know About Hospital Privileges, Participating with Insurance, Medicare & Medicaid

4. Avoiding Pitfalls with Employees, HR, Payroll and Payroll Services

5. What doctors Need to Know About Employment Agreements (Including physician extenders)

6. Office Space in this Market: Rent, Lease or Buy and Design Concerns

7. Understanding Math vs. Myth in Retirement Planning, Defined Cash Benefit & Profit Sharing Plans for Your Practice

8. Understand the Principals of Billing and Pros/Cons of in House Versus Outsourced Billing Services

9. Understand Day to Day Hardware, Software and Networking Needs of a Practice- Desktops, Tablets, Servers & Networks

10. Office Space in this Market: Rent, Lease or Buy and Design Concerns

11. The Role of Traditional PR & Marketing Before During and After Internet

12. How to Optimize Internet Marketing, Website Design & Social Media Opportunities for Your Practice & Business

13. Practice Operational Issues & Preparing for Medicare audits and the Unexpected in Your Practice

14. How to Properly Insure Your Office and Practice - General Liability and More

15. Understanding personal Insurance Options: Life, Disability, and More

16. How to Evaluate Malpractice Policies, Understand the Differences

17. Risk Reduction, Prevention of Medical Errors, Quality Assurance

18. Asset Protection: When & How?

19. Technology for the Office - Evaluation, Buy & Integration Considerations

20. Adding Revenue Streams to Your Practice

21. In Office - Dispensing, Cosmetic Procedures, Concierge Medicine

22. Adding Revenue Streams to Your Practice

23. Adding Clinical Research to Your Practice - A Reality Check

24. The Legalities of Adding Revenue Streams to Your Practice such as Clinical Research, In Office Dispensing, & More

25. Intellectual Property Protection: Patents, Trademarks and Copyright

26. What To Do With a Great Idea, Writing a Business Plan, Exec Summary and Elevator Pitch

27. Choosing a corporate structure: where, how and which

28. Understanding Financials, Balance Sheet & Cash Flow

29. “Pick the Jockey Not the Horse” - Assembling a Management Team, Board, Advisory Board

30. Raising Capital - How To Do It, Where to Find it and Understanding Valuations and Term Sheets

31. Basics of Marketing Math: Customer Acquisition Cost vs. Customer Life Time Value

Unique Visitors Since 2010
The Medical Entrepreneur

The Symposium

Helping Doctors become Entrepreneurs in Business and Practice Management

Course Director Steven M. Hacker, MD

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