Agenda

National Course

This weekend program will discuss preparing for, and building, a practice as an early career surgeon in a value-based care environment. The more physicians can prepare for this transition, the better positioned they will be to care for their patients, reduce burnout, and lead clinical decision making in their sub-specialty.

Faculty

  • Neil Badlani, MD, MBA, The Orthopaedic Sports Clinic
  • Michael P. Bolognesi, MD, FAAOS, Duke University
  • Janet Carlson, MSN, BSN, CRN, NE-BC, Vertex Surgical Solutions
  • Brian Culp, MD, FAAOS, Princeton Orthopedics
  • Cynthia Emory, MD, MBA, FAOA, FAAOS, Atrium Health Wake Forest Baptist
  • Carl Herndon, MD, Columbia University
  • Doug Jackson, PhD, JD, Project C.U.R.E.
  • Dana Jacoby, MBA, Vector Medical Group
  • Elizabeth Lieberman, MD, Orthopedic + Fracture Specialists
  • Dustin Massel, MD, Endeavor Health Medical Group / NorthShore University HealthSystem
  • Ilda Molloy, MD, MS, Yale University
  • Ryan Nunley, MD, FAAOS, Washington University
  • Stephane Owusu-Sarpong, MD, Hospital for Special Surgery
  • Marney Reid, Founder and CEO, Marney Reid Consulting, LLC
  • Josh Rozell, MD, NYU Langone Health
  • Nana Sarpong, MD, Columbia University
  • Kate Lee Smith, MBA, FPA Executive Director
  • Bryan Springer, MD, Mayo Clinic Florida
  • Amy Trammell, MD, Atrium Musculoskeletal Institute
  • Sara Wallace, MD, MPH, FAAOS, University of Chicago Medical Center
  • Jessica Woodcock, MD, FAAOS, Carolina East Health

Conference Venue

Renaissance SouthPark Charlotte Hotel 5501 Carnegie Blvd Charlotte, NC 28209

Meeting Rooms

Cotillion Ballroom

  • General session
  • Working breakfast and lunch
  • Working dinner – Friday evening
  • Future of Spine Breakout Group

Queen’s Court Ballroom

  • Sponsor Hall
  • Breakfast and lunch buffet setup
  • Friday night reception
  • Saturday game night

Queen Charlotte

  • Medtronic skills lab
  • Adult reconstruction billing and coding breakout session

Queen Elizabeth

  • Finance skills lab
  • Hand, upper extremity, and sports medicine billing and coding breakout session

Overview

Friday, February 21, 2025

3:30 – 8:30 PM

General Session & Dinner Program

Saturday, February 22, 2025

8:00 AM – 6:30 PM

Working Breakfast, General Session, & Game Night/Dinner

Sunday, February 23, 2025

8:00 AM – 11:45 AM

Breakfast, General Session & Travel Grants

Program Agenda

Friday, February 21, 2025

3:30 – 4:00 PM: Registration

4:00 – 4:15 PM: Welcome and “What to Expect”

  • Dr. Bryan Springer (Course Chair) and Kate Lee Smith

4:15 – 4:45 PM: Employment Models and Interview Tips

Moderator
  • Marney Reid
Faculty
  • Dr. Cynthia Emory, MBA
  • Dr. Nana Sarpong
  • Dr. Bryan Springer
  • Dr. Amy Trammell
Discussion Topics
  • What I didn’t know about my employment model
  • Interview tips I’d give my younger self
  • What I wish I had known before I signed my contract
  • What I would have done differently my first six months in practice
    • Building a referral base, marketing and social media considerations
  • What’s changed since I started practice

4:45 – 5:30 PM: Balancing It All: Strategies for Achieving Personal and Professional Success

Keynote Speaker
  • Dr. Kevin J. Bozic, MBA
  • Chair of Surgery and Perioperative Care at the Dell Medical School at the University of Texas at Austin
  • President of the American Academy of Orthopaedic Surgeons 2023-2024

5:30 – 6:30 PM: Part I – Meet the FPA Sponsors – Cocktail Reception: Attendees, faculty, and sponsors

Queen’s Court Ballroom

6:30 – 8:30 PM: Working with Industry – Dinner Program

  • Faculty and attendee participation expected.
  • Invitation Only: Platinum & Gold Sponsors
Faculty
  • Drs: Brian Culp, Cynthia Emory, Dustin Massel, Ryan Nunley, Josh Rozell, Amy Trammell, Stephane Owusu-Sarpong, Kate Lee Smith, Sara Wallace, and Jessica Woodcock
    • Room: Sections A & E
    • Moderator: Dr. Brian Culp
  • Drs: Neil Badlani, Michael Bolognesi, Kevin Bozic, Carl Herndon, Elizabeth Lieberman, Marney Reid, Nana Sarpong, and Bryan Springer
    • Room: Sections B, C, & D
    • Moderator: Dr. Michael Bolognesi
Discussion Topics
  • Various levels of industry consulting arrangements
  • When is the right time to work with industry?
  • Vetting your opportunities
  • Managing expectations – what they look for and what they avoid
  • Advamed guidelines

Saturday, February 22, 2025

7:30 AM: Breakfast Buffet Open

Eat in general session for working breakfast

8:00 – 8:10 AM: Saturday Kick-off and “What to Expect”

Dr. Bryan Springer (Course Chair) and Kate Lee Smith

8:10 – 9:00 AM: Introduction to Employment Contracts (Working Breakfast)

Didactic
  • Emily Ast, Esq. – didactic via video recording
Panel Moderator
  • Dr. Cynthia Emory, MBA
Faculty
  • Dr. Michael Bolognesi
  • Dr. Elizabeth Lieberman
  • Dr. Dustin Massel
  • Dr. Amy Trammell
  • Dr. Sara Wallace
Discussion Topics
  • Introduce learners to contract language
  • Discuss specific “watch outs” in employment contracts
  • Discuss specific techniques to negotiate employment contracts
  • Understanding and utilizing leverage
  • Contract considerations with practices that may aggregate, get acquired, or merge before you make partner

9:00 – 9:55 AM: Case Study Review – Junior and Senior Partner Interactions

Moderator
  • Dr. Bryan Springer
Faculty
  • Dr. Neil Badlani, MBA
  • Dr. Elizabeth Lieberman
  • Dr. Ryan Nunley
  • Dr. Nana Sarpong
  • Dr. Jessica Woodcock
Discussion Topics
  • Review four scenarios between junior and senior partners

9:55 – 10:05 AM: Break – Transition to Skills Labs

10:05 AM – 11:45 AM: Skills Labs

  • Dr. Bryan Springer (Course Chair) and Kate Lee
  • Attendees split up into two groups
  • Each group will rotate through two skills labs
Medtronic Skills Lab
  • Room: Queen Charlotte
  • Theme: Cutting-Edge Efficiency: Medtronic’s Innovations for Blood Loss and Surgical Navigation
Finance Skills Lab
  • Room: Queen Elizabeth
  • Theme: Future-Proof Your Career: Essential Life Skills in Finance

11:45 AM – 12:00 PM: Get Food – Come Back into General Session Room

12:00 – 1:00 PM: Practice Models in 2025 and Beyond – Private Equity, Super Groups, and Hospital Consolidation

Didactic and Panelist
  • Dana Jacoby, MBA: CEO at Vector Medical Group
Moderator
  • Dr. Brian Culp
Faculty
  • Dr. Neil Badlani, MBA
  • Dr. Bryan Springer
  • Hector Torres, JD, MBA: Managing Director Healthcare – DC Advisory
Discussion Topics
  • History and terminology
  • Why PE and Orthopaedics
  • State of the union
  • Junior partner considerations for PE partnership
  • Advocacy – how and why to get involved as an early career surgeon

1:00 – 2:00 PM: Part II – Meet the FPA Sponsors: Attendees, Faculty, and Sponsors

Queen’s Court Ballroom

2:00 – 3:30 PM: Compensation Models with Billing and Coding Considerations

Didactic and Breakout Groups
  • Dr. Josh Rozell
Adult Reconstruction Breakout
  • Room: Queen Charlotte
  • Faculty: Dr. Michael Bolognesi, Dr. Brian Culp, Dr. Ilda Molloy, Dr. Josh Rozell
Future of Spine Ancillaries and Innovation
  • Room: Cotillion Ballroom
  • Faculty: Dr. Neil Badlani, Dana Jacoby, Dr. Dustin Massel, Dr. Stephane Owusu-Sarpong, Marney Reid
Hand, Upper Extremity, Sports Medicine
  • Room: Queen Elizabeth
  • Faculty: Dr. Cynthia Emory, Dr. Amy Trammell, Dr. Jessica Woodcock
Discussion Topics
  • Basic vocabulary
  • Review the main compensation models
  • Compensation based billing/coding considerations and watch outs
  • Best practices and lessons learned from the faculty

3:30 – 4:20 PM: FPA KOLs – Innovation and Technology from Industry Leaders

Moderator
  • Dr. Bryan Springer
Faculty
  • Janet Carlson: Co-Founder – Vertex Surgical Solutions
  • Jim Dulaney: Vice President of Strategic Relations – Medacta
  • Ann Roen: Vice President of Professional Relations and Fellows Strategies – Smith + Nephew
  • Dr. Nana Sarpong
Discussion Topics
  • Where we have come from
  • What’s exciting today with innovation
  • The next 3 – 5 years
  • 10 years from now
  • How Orthopaedic surgeons can get involved

4:20 – 4:30 PM: Saturday Recap

  • Dr. Bryan Springer (Course Chair) and Kate Lee Smith

4:30 – 6:30 PM: Dinner, Networking, & Game Night Dinner

  • Attendees, faculty, and sponsor participation expected

Sunday, February 23, 2025

7:30 AM: Breakfast Buffet Open

Eat in general session for working breakfast

8:00 – 8:10 AM: Sunday Kick-off and “What to Expect”

  • Dr. Bryan Springer (Course Chair) and Kate Lee Smith
  • Attendee survey

8:10 – 8:50 AM: Getting Out of Debt and Beginning to Build Wealth

Didactic and Moderator
  • Dr. Neil Badlani, MBA
Faculty
  • Dr. Brian Culp
  • Dr. Carl Herndon
  • Doug Jackson, Ph.D., JD
  • Will Walker, CFP: Wealth Advisor at United Capital Wealth
Discussion Topics
  • Factors that influence financial decisions
    • Income, life experiences, ego, incentives, family, etc.
  • Identifying what wealth means to you
    • It’s not as simple as a spread sheet
  • Going it alone versus working with a wealth management advisor

8:50 – 9:30 AM: Building Your Personal Brand

Didactic
  • Cynthia Walker – Smith & Nephew, SVP Global Medical Education & Societies
Moderator
  • Marney Reid
Faculty
  • Dana Jacoby, MBA
  • Dr. Stephane Owusu-Sarpong
  • Dr. Carl Herndon
  • Dr. Bryan Springer
Discussion Topics
  • Personal branding – key components
  • Where to begin
  • Iteration is key
  • Case study examples from the faculty

9:30 – 9:35 AM: Break

9:35 – 10:15 AM: ASC Migration – Clinical and Financial Considerations

Moderator
  • Dr. Neil Badlani, MBA
Faculty
  • Janet Carlson, MSN, BSN, RN, NE-BC
  • Dr. Brian Culp
  • Dr. Elizabeth Lieberman
Discussion Topics
  • Site of surgery differences: In-patient, HOPD, ASC
  • Reading a proforma – key things to understand
  • DeNovo versus syndication
  • Achieving an orthopedic centers of excellence accreditation
  • Multi-specialty ASC considerations
  • Utilizing an ASC to build a concierge medicine practice

10:15 – 10:45 AM: Leadership at Any Level – EQ, IQ, and Maintaining Work Life Balance

Moderator
  • Marney Reid
Faculty
  • Dr. Michael Bolognesi
  • Dr. Ilda Molloy
  • Dr. Stephane Owusu-Sarpong
  • Dr. Bryan Springer
  • Dr. Sara Wallace
Discussion Topics
  • What is EQ and why does it matter?
  • How EQ affects your work and ultimately your patients?
  • “Feedback is a gift” – don’t shoot the messenger
  • Ramifications of low EQ and benefits of improving it
  • EQ resources and coaching best practices
  • Managing burnout and finding balance

10:45 – 11:30 AM: Ask Me Anything – FPA Faculty

  • Open discussion with all faculty and attendees
  • All Faculty on stage to take questions and share final thoughts

11:30 – 11:45 AM: Closing Remarks – Travel Grants

  • Dr. Bryan Springer (Course Chair) and Kate Lee Smith
  • Course to end at 11:45 AM
  • Checkout: 12:00 PM
  • Travel grants via Zelle