Description | Program Schedule | About our Presenters

All sessions are held at the Searle Center ( lower-level medical library) in the Exhibit Hall.

“Understanding Medical Practice Management”
Oct. 16, 2008

Presented by Margie Satinsky, MBA, President, Satinsky Consulting, LLC
Learn about private medical practice management and its five components: Getting Started, Managing Finances, Recruiting and Managing Staff and Outside Resources, Improving Healthcare Delivery and Clinical Outcomes, and Ensuring Compliance. Handouts provided.

Listen to Margie's podcast (Requires iTunes. Free download)
If you would like copies of handouts given at this seminar, please call Susan Thayer at 919-667-2537

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“Understanding Employment Agreements”
Oct. 30, 2008, 6-8 p.m.

Presented by Joan M. Roediger, JD, LLM, Obermayer, Rebmann, Maxwell, & Hipple, LLP
Learn how to interpret key terms found in Employment Agreements. Attendees will also learn negotiating strategies and how to structure buy-in arrangements. The session will include a review of an employment agreement and sample buy-in projections. Handouts provided .

Listen to Joan's podcast (Requires iTunes. Free download)
If you would like copies of handouts given at this seminar, please call Susan Thayer at 919-667-2537

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“Disability & Malpractice Insurance - What You Should Know”
Nov. 13, 2008, 6-8 p.m.

Presented by Michael C. Waters, CEBS, Benefits Planning Group
Learn about how much insurance you need, how to protect yourself and determining costs v. coverage, and other insurance issues.

Listen to full podcast (Requires iTunes. Free download)
If you would like copies of handouts given at this seminar, please call Susan Thayer at 919-667-2537

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“Financial Planning and Asset Protection Strategies for Doctors”
Jan. 15, 2009, 6-8 p.m.

Presented by Price C. French, RFC, CLU, The French Financial Firm, LLC
Learn about the “Top Ten” mistakes to avoid in your planning, how to create a flexible plan for an unkown tax future, risk management and asset protection strategies, and more. Handouts provided.

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“Tax Preparation for Medical Professionals”
Jan. 29, 2009, 6-8 p.m.

Presented by David L. Huntoon, CPA, Coleman Huntoon Charamut & Brown, PLLC, CPA
Learn about the tax implications of investing to include deductions and credits as well as student loan pay plan(s). A significant portion of his presentation is open to discussion of these issues. Handouts provided.

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“Education Loan Re-payment: You Have Options!”
Feb. 19, 2009, 6-8 p.m.

Presented by Julie A. Fresne, Association of American Medical Colleges (AAMC)
Learn about student loans and effective debt management. The discussion will include how to postpone or make minimal payments in residency, loan forgiveness, new and existing repayment options, and strategies for minimizing total student loan repayment. Handouts provided.

See schedule and descriptions of previous sessions.