CPOMP 2025 | Agenda

Find the full list of topics and speakers here.

Thursday, September 11

2:30 – 5:30 PM	Pre-Conference Workshop: Finance 101 West Ballroom
3:00 – 6:00 PM	Member Check-in West Foyer Find the CPOMP Team to pick up your badge and welcome package, enjoy a refreshment, and connect with fellow attendees
5:15 – 6:15 PM	Advisory Board Meeting El Pomar Room
7:30 – 9:30 PM	CPOMP 2025 Kick Off Reception Lakeside Terrace

Friday, September 12

7:00 – 8:00 AM	Networking Breakfast Rocky Mountain Foyer
8:00 – 8:30 AM	CPOMP 2025 Welcome Rocky Mountain Ballroom
8:30 – 10:15 AM	Breakout Session 1 – Physician-Owned Real Estate 101 Rocky Mountain Ballroom View a detailed agenda Cory Pace, CFO, Alaska Heart & Vascular Institute Craig Kilgore, CEO, Coastal Vascular & Vein Center Kelby Tardi, CEO, Tallahassee Orthopaedic Clinic
8:30 – 9:05 AM	Breakout Session 2a – The Overlooked IRS Election That Can Cost Doctors a Fortune West Ballroom Shane Pickett, Partner, Eide Bailly
9:05 – 9:20 AM	Breakout Session 2b – The Hidden Value of Swaps: When & How to Unlock Them West Ballroom
9:20 – 9:35 AM	Breakout Session 2c – Short-Term vs. Long-Term Rates: Understanding and Profiting from the Disconnect West Ballroom
9:35 – 10:15 AM	Breakout Session 2d – Leveraging Real Estate Ownership to Attract & Retain Top Mid-Level and Executive Talent — Without Getting Locked In West Ballroom Rene Larkin, Attorney, Hall Render Rob Condie, CEO, Granger Medical Clinic Nicole Banning, Consultant, Orthopedic Centers of Colorado
10:15 – 10:45 AM	Break
10:45 AM – 12:00 PM	Wins, Losses, and Lessons: Unfiltered Confessions from Your Peers Rocky Mountain Ballroom → The Sale-Leaseback Recapture Opportunity Joey Peay, CPA, CEO, Murfreesboro Medical Clinic & Surgicenter Sergio Viroslav, MD, The San Antonio Orthopaedic Group → Consolidation of disparate ownership of your real estate: How and Why Dave Fisher, CEO, Eastern Nephrology Associates Susan Bader, CEO, Connecticut Orthopaedics → Recognizing & Preventing “Killer Clauses” in Your Loan Agreements Ross Neville, Manager, First Baptist Medical Center Chris Tollinchi, Director of Finance, Principal, CMAC Partners
12:00 – 12:50 PM	Keynote Speaker Luncheon – Featuring Lieutenant Colonel (ret.) Jason O. Harris Rocky Mountain Ballroom
1:30 – 4:30 PM	Friday Afternoon Activities Shotgun Start at Broadmoor Golf Pickleball with the Pros Visit to Seven Falls
6:30 – 8:30 PM	Evening Reception, Dinner, & Local Music Entertainment Mountain View Terrace

Saturday, September 13

7:00 – 8:00 AM	Networking Breakfast
8:00 – 8:45 AM	Optimizing Real Estate Opportunities – Strategic Vision, Collective Execution Rocky Mountain Ballroom Kolbe Sheridan, CEO, Hutchinson Clinic Robert Slattery, President, CEO, Allons!Health Jeffrey Douglass, MD, The Oregon Clinic
8:45 – 9:30 AM	Think You Have a Good JV deal? These 8 Tests Will Tell You Rocky Mountain Ballroom Danny Freudeman, CEO, Principal, Hplex Solutions Leo Spector, MD, OrthoCarolina
9:30 – 10:00 AM	Networking Break Rocky Mountain Foyer
10:00 – 10:35 AM	Breakout Session 1 – From the Pro’s Perspective: The Keys to Unlocking Elite Lending Terms Rocky Mountain Ballroom
10:00 – 10:35 AM	Breakout Session 2 – The Real Estate Impact of Private Equity Sale of the Practice: Valuation & Structure West Ballroom Tomas Moreno, MD, Florida Retina Institute Collin Hart, MBA, CEO, Managing Director, ERE Healthcare Real Estate Advisors Dean Carlson, MD, Eye Associates of Colorado Springs
10:35 – 11:00 AM	Keys to Planning New Projects in a Volatile Economy Rocky Mountain Ballroom Suzi Gausman, CEO, Nebraska Orthopaedic Center Steve Dobias, Managing Director, CBIZ John Marasco, President, Marasco & Associates Tommy Middleton, CEO, EmergeOrtho – Foothills Region
11:00 – 11:30 AM	Cracking the Code: A New Take on Real Estate Valuation Rocky Mountain Ballroom Eric Nuttall, CPA, Medical Practices Leader, Eide Bailly Mike McCaslin, Managing Director, CBIZ Mark Fleury, CFO, Balboa Nephrology
11:30 AM	Meeting Concludes