CPOMP 2024 Agenda

Thursday, September 19

4:00 – 5:30 PM

Board Meeting

3:00 – 6:00 PM

Member Registration & Check-in

Lakeside Terrace

7:30 – 9:30  PM

CPOMP 2024 Kick Off Reception

Lakeside Terrace

 

Friday, September 20

All general sessions, breakfast, breaks, and lunch will be in the International Center unless otherwise noted below.

7:00 – 8:00 AM

Networking Breakfast & Member Check-in

8:00 – 8:30 AM

CPOMP 2024 Welcome

8:30 – 10:15 AM

Breakout Session #1: Physician-Owned Real Estate 101

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Bruce Cohen, MD, OrthoCarolina
Alicia Daniel, CFO, OrthoLoneStar
Courtland Jackson, Director of Finance, Coastal Orthopedics

8:30 – 10:15 AM

Breakout Session #2: Four Essential Tax Strategies for Physicians

Bartolin Hall
Eric Nuttall, CPA, Medical Practices Leader, Eide Bailly
Olivia McCarthy, CPA, Senior Tax Manager, Eide Bailly
Joe O’Neil, Partner, Eide Bailly
Michael Hauser, Attorney, Honigman

10:15 – 10:45 AM

Networking Break

10:45 AM – 12:00 PM

Optimizing Consensus for the Ultimate Operating Agreement

Joel Baranski, MD, Balboa Nephrology
Adam Dossey, MD, Heaton Eye Associates
Julie Cleeland, Executive Director, Eye-Q Vision Care

12:00 – 12:40 PM

Keynote Speaker Luncheon – Faking Financial Acumen: What Are the Signs In Your Group & How to Treat It

Jill Arena, CEO, Health e Practices

1:30 – 4:30 PM

Sponsored Afternoon Hike at the Garden of the Gods

Garden of the Gods

6:30 – 8:30  PM

Friday Evening Festivities: Reception, Dinner, & Entertainment

Mountain View Terrace

 

Saturday, September 21

 

7:00 – 8:00 AM

Networking Breakfast
With an Interest Rate Update at 7:45 AM

8:00 – 9:00  AM

Anatomy of Joint Venture Proposals

Rob Condie, CEO, Granger Medical Clinic
Steve Dobias, CBIZ Somerset
Mike Bergerson, CEO, Orthopedic Centers of Colorado
John Fry, Senior Vice President, Acquisitions, Rendina Healthcare Real Estate

9:00 – 9:30 AM

Update on the Sale/Leaseback Environment: Considerations & Potential Opportunities

Collin Hart, CEO & Managing Director, ERE Healthcare Real Estate Advisors
Gerald Quattlebaum, Flagship Healthcare Properties
Joe Magliochetti, Remedy Medical Properties
James Winchester, Principal, CMAC Partners

9:30 – 10:00 AM

Networking Break

10:00 – 11:15 AM

10 Questions to Test Your Fundamental Real Estate Knowledge: Doctors vs. Executives Challenge

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11:30 AM

Meeting Concludes