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Ophthalmic Practice Management Program
Presented in Partnership with the American Society of Ophthalmic Administrators (ASOA)

AGENDA

Saturday, June 29

8:00 – 9:10 AM

Welcome/Introductions

Elizabeth Monroe, PHR, COE, CPSS & Laureen Rowland, CAE


8:10 – 9:10 AM

Legislative & Regulatory Update:
Impact of a New Congress on Healthcare Delivery and Ophthalmology

Nancey McCann


9:10 – 10:10 AM

Technician Accountability

Jane Shuman, MSM, COT, COE, OCS, CMSS


10:10 – 10:40 AM

BREAK WITH EXHIBITORS


10:40 – 11:40 AM

Informed Consent:
What Plaintiff Attorneys Don’t Want You to Know

Michelle Pineda, MBA and Steven I. Rosenfeld, MD


11:40 AM – 12:40 PM

Resolving Conflicts and Complaints in the Workplace

Elizabeth Monroe, PHR, COE, CPSS


12:40 - 1:30 PM

LUNCH


1:30 - 2:30 PM

Staff Compensation Plans

Joe Theine, MBA & Elizabeth Monroe, PHR, COE, CPSS


2:30 - 3:30 PM

Private Equity Investment in Eyecare:
What's It All About

Phillip Isham, COE


3:30 - 3:45 PM

BREAK


3:45 - 4:45 PM

Panel Discussion:
Leadership and Emotional Intelligence

Elizabeth Monroe, PHR, COE, CPSS, Phillip Isham, COE, Jane Shuman, MSM, COT, COE, OCS, CMSS, & Joe Theine, MBA, COE


4:45 PM

MEETING ADJOURNS


FACULTY

Elizabeth Monroe, COE, CPSS, PHR*

Elizabeth Monroe, COE, CPSS, PHR*

Principal, Senior Consultant
BSM Consulting
Phoenix, AZ

Phillip Isham, COE

Phillip Isham, COE

Chief Development Officer
Eye Health America
Tampa, FL

Nancey McCann

Nancey McCann

Director of Government Relations
American Society of Cataract Refractive Surgery
American Society of Ophthalmic Administrators
Fairfax, VA

Michelle Pineda, MBA

Michelle Pineda, MBA

Risk Manager
Ophthalmic Mutual Insurance Company
San Francisco, CA

Steven I. Rosenfeld, MD

Steven I. Rosenfeld, MD

Ophthalmic Mutual Insurance Company
Voluntary Professor of Ophthalmology
Bascom Palmer Eye Institute
University of Miami Miller School of Medicine
Delray Beach, FL

Laureen Rowland, CAE**

Laureen Rowland, CAE**

Executive Director
American Society of Ophthalmic Administrators
Fairfax, VA

Jane T. Shuman, MSM, COT, COE, OCS, CMSS, OSC

Jane T. Shuman, MSM, COT, COE, OCS, CMSS, OSC

President
Eyetechs, Inc.
Needham, MA

Joe Theine, MBA, COE

Joe Theine, MBA, COE

Practice Administrator
Four Corners Eye Clinic, PC
Durango, CO

*2019 Program Chair

**2019 Planner

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