2023 CPOMP Agenda

Thursday, November 2

4:00 – 5:30 PM

Board Meeting

3:00 – 6:00 PM

Member Registration & Check-in

Ponte Vedra Inn & Club Lobby

7:30 – 9:30 PM

CPOMP 2023 Kick Off Reception on Green #1

West Lawn

Friday, November 3

All conference sessions, breakfast, breaks, and lunch will be in the Conference Center.

7:00 – 8:00 AM	Networking Breakfast & Member Check-in
8:00 – 8:30 AM	CPOMP 2023 Welcome
8:30 – 9:15 AM	The 3 Essentials to a Sustainable & Highly Profitable Real Estate Investment: Valuation – The Best (and Worst) Methods Cory Pace, CFO, Alaska Heart & Vascular Institute Craig Kilgore, CEO, Coastal Vascular & Vein Center John Blanck, Senior Managing Director, Integra Realty Chris Tollinchi, Principal, CMAC Partners Arthur Valadie, MD, President, Coastal Orthopedics Listen to a sneak peek of this session
9:15 – 10:15 AM	The 3 Essentials to a Sustainable & Highly Profitable Real Estate Investment: Funding – Creating Affordable Buy-ins and Assured Buyouts Bruce Cohen, MD, CEO, OrthoCarolina Ethnie Jones, MD, Virginia Eye Institute Eric Nuttall, Medical Practices Leader, Eide Bailly Michael McCaslin, Principal, Healthcare Team, CBIZ Somerset Listen to a sneak peeks of this session – #1 and #2
10:15 – 10:45 AM	Networking Break
10:45 – 11:00 AM	CPOMP Initiatives Update
11:00 – 11:30 AM	The 3 Essentials to a Sustainable & Highly Profitable Real Estate Investment: Leverage – Exploring the Age-Old Question of Debt vs. Equity Check Kam, MD, South Florida Orthopaedics & Sports Medicine Jimmy Tucker, MD, OrthoArkansas Nate Esser, Chief Development Officer, The Iowa Clinic Lisa Mead, CEO, Reno Orthopedic Clinic Alicia Daniel, CFO, OrthoLoneStar
11:30 AM – 12:30 PM	Keynote Speaker Luncheon: A Bankers’ Forum David Ericksen, Senior Vice President, Middle Market Director, UMPQUA Bank Jeff Cobb, Senior Vice President, First Citizens Bank Jeff Kachel, Senior Vice President Medical & Physician Banking, Bank of Oklahoma Joe Long, Director, Pensford
1:30 – 4:30 PM	Sponsored Networking Activities: Register for 9-Hole Best Ball Golf Tournament Register for Trip to St. Augustine
6:30 – 8:30 PM	Friday Evening on the Beach: Reception, Dinner & Entertainment *Stockton Room, Main Inn*

Saturday, November 4

7:00 – 8:00 AM	Networking Breakfast
8:00 – 8:30 AM	New Tools Available to Assess Location & Space Needs Delia Caldwell, Director, Advisory Services, ERDMAN Kyle Kirkpatrick, Partner – Director of Consulting Services Shawn Sullivan, Vice President, Real Estate Development, Neenan Archistruction Blake Wylie, CTO, Clarity Ventures Group
8:30 – 9:15 AM	The Real Estate Impact of Private Equity Sale of the Practice: Valuation & Structure Collin Hart, CEO & Managing Director, ERE Healthcare Real Estate Advisors Michael McCaslin, Principal, Healthcare Team, CBIZ Somerset Andrew Gould, MD, Advanced ENT & Allergy Eric Janssen, MD, SportsMED Hector Torres, Managing Director, DC Advisory Listen to a sneak peek of this session
9:15 – 10:15 AM	Making Joint Ventures Work: How to Recognize Partner Misalignment & Utilize Provisions that Protect Your Investment Eric Olson, CFO, Orthopedic Physicians Alaska Steve Dobias, Managing Director, CBIZ Somerset Jennifer Struck, Attorney, Hall Render Bruce Stewart, MD, Shoreline Orthopaedics Listen to a sneak peek of this session
10:15 – 10:45 AM	Networking Break
10:45 – 11:30 AM	To Build or Not to Build: The Cost of Standing Still Kamee Wearden, Administrator, Southern Oregon Neurosurgical & Spine Associates Paige LeMay, CEO, Coastal Orthopedics Tom Sanchez, CEO, The Oregon Clinic Steve Dobias, Managing Director, CBIZ Somerset Listen to a sneak peek of this session
11:30 AM	Meeting Concludes

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