Friday, February 28, 2014 • 8:00 a.m. –  Noon

Affordable Healthcare Act (ACA) - UPDATE
Bill Trees, Director of Sales for Blue Cross, Blue Shield Retail Markets Division for Texas, Oklahoma and New Mexico, will be providing an update on the Affordable Healthcare Act. He will discuss the challenges Blue Cross, Blue Shield has encountered along the way along with their strategy versus their competitors strategy. Mr. Trees will cover marketplace enrollment data and review producer's support.

Speaker: Bill Trees, CLU, ChFC, RHU, REBC (Allen, Texas)

Friday, February 28, 2014 • 7 – 10 p.m.

Marketing Is a Team Sport: Bringing Your Team into the Marketing Mix
Behind the scenes marketing involves participation from the whole team on a daily basis to connect with your clients and patients and forever bond them to your practice.   Building a marketing strategy, which targets your client’s wants and patient needs should not be left to chance.  This engaging session will include strategies your whole team can utilize to enhance compliance, adherence, client communication and patient care.

Marketing Yourself and the Veterinary Profession
Finding the perfect position can be as challenging as finding the perfect employee. This is a session for anyone who is considering looking for a new employment opportunity.  We will cover what employers are looking for and how to position yourself to be the number one candidate. Clients don’t understand the level of education, experience and responsibilities of a licensed veterinary technician. Let’s educate them! Strategies to get the word out and build respect and understanding both outside and inside the practice.

Speaker: Sandy Walsh, RVT, CVPM (Wilton, California) 
CE credits = 3

SATURDAY, March 1, 2014 • 8 a.m. – Noon

Social Media 101
Have you ever wondered how you can use social media to achieve your business objects (advertising, personal branding, public relations, customer service, etc.). Social media flows through many channels. Which one is right for you? Does your veterinary clinic have a Facebook page? Our workshop instructor will not only provide you with information on how you can make social media work for you but will provide you with step-by-step instruction to set up your own Facebook business page. The workshop is an additional charge of $50 per person and is limited to 50 people. Be sure and check ‘social media workshop’ on your registration form when registering.

Speaker:  Darlene Kirk (Kirk Marketing Solutions, Austin)
CE credits = 3.5

SATURDAY, March 1, 2014 • 1:30 p.m. – 5:30 p.m.

Turning Hope into a Plan: Making Sense of This Mess (Veterinarians with 5+ years in practice)
From the date of graduation, veterinarians embark on a career that takes them down many roads, some more dusty than others. Ultimately, most veterinarians hope that, at the end of their career, they will be financially independent and able to enjoy their non-working years. What actions do you need to be taking today in order to turn your hope into a reality? This informative seminar will give you information regarding the following:

• Essential personal financial planning for today’s veterinarian
• Succession planning for the buyer and seller
• How do I find a partner? What is the succession process?
• Valuation
• Buy/sell agreements
• How does this affect my retirement?

Speaker: John Chalk, Jr., CPA, JD, CFP (Chalk, Cullum and Associates, Fort Worth)
CE credits = 3.5

SATURDAY, March 1, 2014 • 6:30 p.m. – 8 p.m.

Are you ready to sell your practice or acquire a new one?
This comprehensive seminar will help you through the process!
Three industry leaders will be on hand to provide the information and steps needed to help reach your goals and ensure a successful transition. 

The expert panel includes:
 Kevin Rouse –Banc of America Practice Solutions – Lending Availability: 
Expectations to have whether a buyer or a seller

David King, DVM – Simmons Southcentral
Ready to buy or sell?  Dr. King presents the FAQ’s you need to know

Ryan McClendon – Financial expert at AXA Advisors
Health Insurance Landscape Changes, Disability & Life Insurance Concerns for a Veterinary Practice
Questions to consider:
·  Are you wondering if this is the right time to buy or sell a practice?
·  Do you know how to avoid the pitfalls of buying or selling a practice in today’s market?
·  Have you investigated tax issues and planning tied to buying or selling?
·  Would you like to get all you answers in one place?

CE credits = 2.5

SUNDAY, March 3, 2014 • 10 a.m. – 12:30 p.m. 

Financial Fundamentals: The Building Blocks to a Successful Career (The First Five Years)
Ready set, launch...! Now what? What does your professional career as a veterinarian look like to you financially? How do you begin to sort through all the details and still practice veterinary medicine? This informative seminar will provide you the educational building blocks to bridge the gap and start building your financial success while building your career.

• Protecting my education investment
• Developing a money philosophy
• Tax rates and my earnings
• Creating a budget
• Managing student loan debt 
• Retirement funding

Speaker: Annette Thompson, MBA, CPA (Chalk, Cullum and Associates, Fort Worth)
CE credits = 4




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