Recent Speaking Events 2004 and before

Recent Speaking Events

"Healthcare and the U.S. Market Outlook," by Cindy Eddins Collier, MHA, MSA, CPA, ABV, CVA, CMPE  and Alan Frankel, President, Lighthouse Capital Corporation.  A Web Seminar sponsored by the Equipment Leasing Association on February 8, 2006.

“Overview of the Healthcare Industry With a Focus on Production & Compensation: What is the Future for Cardiac Surgeons ?,” Duke University Medical School, Durham, NC.  November 30, 2005.

“Long-term Trends in Healthcare:  Strategies and Solutions,” Darden Graduate School of Business, University of Virginia, Charlottesville, VA.  November 7, 2005.

“Long-Term Trends in Healthcare: Implications for the Leasing Industry,” Equipment Leasing Association Annual Convention, Boca Raton, FL. October 25, 2005.

“An Overview of the AICPA Proposed Statement on Standards for Valuation Services: Valuation of a Business, Business Ownership Interest, Security, or Intangible Asset” Spring Conference, Affiliated Healthcare Advisors, Chicago, Illinois, May 13, 2005.

“Survey Of The Health Care Sector: Finance, Ethics, And Strategy,” Professors Cindy Collier and Patricia Werhane, Master of Business Administration Program, Darden Graduate School of Business Administration Master of Business Administration Program, University of Virginia, Charlottesville, Virginia, 4^th Quarter – Spring 2005.

“Forensic Economic Issues and Analysis Related to Life Care Planning,” Capital University Law School, Columbus, Ohio, March 12, 2005. 

National Association of Forensic Economists Education Session,  “An Analysis of Four Educational Venues of Life Care Planning Certification: Implications of Current Course Offerings and Teaching Methods Against Expert Standards for Competency, ”  with Penelope Caragonne, Caragonne and Associates, LLC; “ sponsored by the National Association of Forensic Economists, Nashville, Tennessee, October 15, 2004.  Session presented at the Missouri Valley Economic Association, 41st Annual Meeting, Nashville, Tennessee, October 14-16th, 2004.

"A Discussion of Managed Care, Health Care Finance and Quality Issues in 2004,"  Master Of Business Administration Program, The Ohio State University, May 12, 2004.

"Health Care Finance in 2004," American College of Healthcare Executives Student Chapter, The Ohio State University, May 11, 2004.

Survey of the Health Care Sector: Finance, Ethics & Strategy, with Professor Patricia H. Werhane, Darden Graduate School of Business Administration, University of Virginia, Charlottesville, Virginia Spring 2004.

“Advanced Finance, Valuation Theory & Applications in 2003,” NACVA’s 2003 Career Development Institute (CDI), Deceber 5, 2003 in San Diego , CA .

 “Physician Practice Success Strategies: How to Thrive, Not Just Survive, In The New Healthcare Environment,” Illinois CPA Foundation 2003 Healthcare Conference, Oak Brook Terrace, Illinois , September 24, 2003.

“Taking the Worry Out of Capital Expenditures,” Midwest-Western Joint Conference, Medical Group Management Association, Chicago , Illinois , on July 23, 2003 .  

“Bridging Customer Service Delivery by Learning From the Very Best,” Midwest-Western Joint Conference, Medical Group Management Association, Chicago , Illinois , on July 22, 2003 .  

“Vocational and Economic Loss Assessment,” with Mark Shirley, at NACVA’s 10^th Annual Business Valuation Conference, National Association of Certified Valuation Analysts, New York , New York on May 29, 2003 .  

Health Care Economics, Ethics and Finance, with Professor Michael Moore and Professor Patricia Werhane, Darden Graduate School of Business Administration, University of Virginia, Charlottesville, Virginia Spring 2003.

"Aligning Incentive with Physician Compensation,"  Financial Management Society (FMS) and Managed Care Assembly (MCA) February 23-26, 2003 in Savannah , Georgia .

“Performance and Practices of Successful Medical Groups in 2002,” with Jan Krause, at the 2002 MGMA Annual Meeting in Las Vegas , Nevada on October 29, 2002 .

“Advanced Finance, Valuation Theory & Applications in 2002,” NACVA Career Development Institute, Phoenix , Arizona on October 2, 2002 .

“Business Intelligence:  Making Decisions That Enhance Business Value,”  Cardinal Health Leadership Forum 2002, The Ohio State University , Columbus , Ohio on August 26, 2002 .

“Financial and Performance Issues in Medical Practices 2002,” Duke University Medical School , Durham , NC on August 11, 2002 .

“Minimizing the Tax Consequences of Divorce,” at the Advanced Topics in Family Law Conference sponsored by the Ohio State Bar Association in Cincinnati, Ohio on June 21, 2002.

“Minimizing the Tax Consequences of Divorce,” with Michael Petrecca, CPA, JD, at the Advanced Topics in Family Law Conference sponsored by the Ohio State Bar Association in Columbus, Ohio on June 7, 2002.

“Physician Production and Compensation Issues in 2002,” Duke University Medical School , Durham , NC on April 11, 2002 .

Finance 722: Investments, Spring 2002, Fisher College of Business , The Ohio State University .

“Practice Management Issues in Orthodontic Dentistry in 2002,” Ohio State University College of Dentistry , Columbus , Ohio on February 21, 2002 .

“Medical Practice in 2002,” Duke University Medical School , Durham , NC on February 13, 2002 .

“Healthcare Finance and Strategy in 2002,” Darden Graduate School of Business, University of Virginia , Charlottesville , Virginia on January 23, 2002 .

“Advanced Finance, Valuation Theory & Applications,” NACVA Career Development Institute, Las Vegas , NV on November 29, 2001 .

“Physician Compensation and Production in 2001,” Duke University Medical School , Durham , NC on October 11, 2001 .

“Advanced Medical Practice Valuation” AICPA National Practitioners Symposium, American Institute of Certified Public Accountants, Orlando , Florida on June 13, 2001 .

“Using Ibbotson Data for Capitalization and Discount Rate Development” NACVA’s 8^th Annual Business Valuation Conference,  National Association of Certified Valuation Analysts, Chicago , Illinois on May 24-25, 2001 .

“Medical Practice in 2001:  An Update for the Medical Student” Duke University Medical School , Durham , NC on April 11, 2001 .

“Asset Allocation:  An Exciting View of Investment Performance” Columbus Society of Financial Analysts, Columbus , Ohio on February 15, 2001 .

“Medical Practice Accounting, Finance, and Valuation: Good Stuff to Understand for a Prosperous Future!”   Duke University Medical School , Durham , NC on December 7, 2000 .

“The Use of Ibbotson Data in Business Valuation,” with Ron Seigneur, AICPA National Business Valuation Conference, Miami Beach , Florida on November 12-14, 2000 .

“The IPO Process and Valuation of Publicly Traded Securities”, NACVA 2000 Learning Institute, sponsored by the National Association for Certified Valuation Analysts, scheduled for Chicago , Illinois on October 18, 2000 .

“Advanced Finance, Valuation Theory & Applications,” with Terry Isom, NACVA 2000 Learning Institute, sponsored by the National Association for Certified Valuation Analysts, scheduled for Chicago , Illinois on October 17, 2000.

“Asset Allocation Workshop,” Presenter, Ibbotson Associates, New York , NY on May 2, 2000 .  Executive program for institutional money managers held on Times Square .  

  “Advanced Topics in Health Sector Management,” with Professor Richard Burton at the Fuqua School                              of  Business, Duke University , Durham , North Carolina , Spring 2000.  

  “Capitalization/Discount Rates: Assessing the Alternatives,” NACVA 1999 Learning Institute, sponsored the National Association for Certified Valuation Analysts, Hyannis , MA on August 31, 1999 .

“Finance in the Health Care Industry: An Overview and Focus on Current Issues,” with Bill Gradison, Senior Public Policy Counselor, Patton Boggs, LLP, Attorneys at Law, Washington, D.C. and Richard W. Siehl, Leader of the Health Care Industry Team, Baker & Hostetler, LLP, Counsellors at Law, Columbus, Ohio at the Fuqua School of Business, Duke University, Durham, North Carolina on April 19, 1999.

"Financial and Operational Benchmarking in Clinical Practices,” Gastroenterology Practice Management Group, Chicago , Illinois on November 7, 1998 .

“An Update of How to Market to Doctors and Lawyers," 3^rd Annual Winter Workshop, Ft. Lauderdale Florida, sponsored by The CPA Healthcare Network, on November 5-7, 1998.

"Valuation Issues in the Health Care Industry," was presented at The Fuqua School of Business, Duke University on August 11, 1998 .

Finance 824: The Student Investment Management Program, summer and fall 1998, Fisher College of Business, The Ohio State University.  The students in this course act as investment advisors for a $16 million portion of the Ohio State University Endowment Fund.  The class reports to the Board of Trustees of the Ohio State University

"Value and Capital in the Health Care Industry," presented at The Fuqua School of Business, Duke University on April 23, 1998 .

"How to Market to Doctors and Lawyers," presented at the First Annual AICPA Professional Practices Conference, May 18-19, 1998 in Las Vegas .

“The Conversion of Not-For-Profit Health Care Organizations” presentation at the American College of Healthcare Executives 41^st Congress On Healthcare Management, March 1-5, 1998 in Chicago .

“Valuation Discounts and Premiums,” summer & fall 1998, sponsored by the National Association for Certified Valuation Analysts in Salt Lake City, UT; Houston, TX; Chicago, IL; San Jose, CA; Boston, MA; Atlantic City, NJ; Cincinnati, OH; and Orlando, FL in 1998.

“The Development of Capitalization and Discount Rates,” summer & fall 1998, sponsored by the National Association for Certified Valuation Analysts in Houston , TX and Chicago , IL in 1998.

"The CPA's Role in Business Valuation," sponsored by The American Women's Society of Certified Public Accountants, Central Ohio Affiliate, January 1998 Meeting in Columbus , Ohio .

 Finance 822: “Investments,” fall 1997, Graduate Programs, Fisher College of Business, The Ohio State University, Columbus , Ohio .  This course is a finance elective for MBA students majoring in Finance.

MBA 621: "Financial Management," winter, 1998, Graduate School of Business, Franklin University , Columbus , Ohio .  This is the core finance course for the MBA program.

“Valuation Discounts and Premiums,” summer & fall 1997, sponsored by the National Association for Certified Valuation Analysts in Chicago , IL ; Washington , DC ; and San Diego , CA in 1997.

The Development of Capitalization and Discount Rates,” summer & fall 1997, sponsored by the National Association for Certified Valuation Analysts in Baltimore , MD and Newport Beach , CA in 1997.

“Effective Direct and Cross-Examination of the Business Valuation Expert," 1997.  This course was approved for 10 hours of Continuing Legal Education credit by The Supreme Court of Ohio Commission on Continuing Legal Education.  She has presented this course at an international law firm, and a large Midwest law firm in 1997.

“Measuring Quality and Performance in Today’s Managed Care Marketplace," February 26, 1997 sponsored by The Health Coalition of Central Ohio, Columbus, Ohio.

“The Pros & Cons of Practice Acquisition,” Annual Meeting, October 19, 1996, sponsored by the Indiana State Medical Association, Indianapolis , IN.

“Physician Compensation on 1996," September 23, 1996 sponsored by The Ohio State University Medical Center, Columbus , Ohio .

"Managed Care As It Relates To The Valuation Of Medical And Dental Practices," Fall 1995 Educational Sessions, November 2-4, 1995, sponsored by the Practice Valuation Study Group, in Charleston, SC.

"Enhancing Communication Between Alliance Partners: Preventing And Resolving Conflict Without Legal Recourse," Creating And Managing Strategic Business Alliances, Education Session, 1995 Capital Conference For Innovation And Technology, October 17-18, 1995, sponsored by the Greater Columbus Chamber Of Commerce, the Ohio Department Of Development, and the United States Small Business Administration, in Columbus, Ohio.

Computer Systems, Your Office, And Data Collection," 64th Annual Scientific Meeting, October 7-11, 1995, sponsored by the Plastic Surgery Educational Foundation, the American Society of Plastic and Reconstructive Surgeons, and the American Society of Maxillofacial Surgeons, in Montreal, Quebec, Canada.

"Effective Accounts Receivable Management,"64th Annual Scientific Meeting, October 7-11, 1995, sponsored by the Plastic Surgery Educational Foundation, the American Society of Plastic and Reconstructive Surgeons, and the American Society of Maxillofacial Surgeons, in Montreal, Quebec, Canada.

"Measuring Patient Satisfaction," 64th Annual Scientific Meeting, October 7-11, 1995, sponsored by the Plastic Surgery Educational Foundation, the American Society of Plastic and Reconstructive Surgeons, and the American Society of Maxillofacial Surgeons, in Montreal, Quebec, Canada.

"Successfully Managing Managed Care," 64th Annual Scientific Meeting, October 7-11, 1995, sponsored by the Plastic Surgery Educational Foundation, the American Society of Plastic and Reconstructive Surgeons, and the American Society of Maxillofacial Surgeons, in Montreal, Quebec, Canada.

"Quality Acquisitions: Medical Practice Valuation In 1995," Strategies For Developing, Integrating, And Managing Physician Networks, July 24-25, 1995 , sponsored by AIC Conferences in Chicago , Illinois .

Health Online Facilitator & Leader for national online health information service. 1995-1997.

"Your Practice Finances: Successfully Managing Managed Care," ASPRS/PSEF Spring Institute: The Practice of Plastic Surgery, May 4-7, 1995, sponsored by the American Society for Plastic and Reconstructive Surgeons and the Plastic Surgery Educational Foundation, in Dallas, Texas.

"Technology: The Key to Efficiency in a Consulting Practice," Women's Forum, April 20, 1995, sponsored by the Ohio Society of Certified Public Accountants, in Columbus, Ohio.

"Valuation of Medical Practices," with Karen Zupko, The Fifth National Managed Care Forum, February 26- March 1, 1995 sponsored by the Society for Healthcare Planning and Marketing of the American Hospital Association, in Lake Buena Vista, Florida.  The proceedings were taped and published.

"Health Care Quality Based Contracting" with Robert W. McAdams, MBA, JD, 47th Annual Quality Congress, May 24-26, 1993, American Society for Quality Control (ASQC), in Boston, Massachusetts.  Presentation to audience of over 300 members.  ASQC is an organization with over 110,000 members from around the world.  The proceedings were published.

"Practice Financial Management", Continuing Dental Education Course for The Ohio State University College of Dentistry, May 15, 1993 , in Columbus , Ohio .  Developed and taught this full day course for dentists and practice managers.

"Health Care Cost Issues for Small Business", Free Enterprise Briefings: Midwest Small Business Economic Summit, March 12, 1993 , sponsored by the Edward Lowe Foundation, in Columbus , Ohio .  Presentation to over 100 small business owners.  Quoted in the business section of the Columbus Dispatch on Sunday, March 14, 1993 , page 2H.  Program was videotaped and delivered to President Clinton, and many Senators and Congressmen

"So You Want to Start a Business", Women Business Owner's Conference, The Ohio State University , February 20, 1993 in Columbus , Ohio .  Developed and taught one session in this conference for several hundred women business owners.

Practice Management Institute: Financial Management in the Veterinary Practice, Ohio Veterinary Medical Association, Columbus , Ohio .  Developed and taught in a program for veterinarians and practice managers on September 15-17, 1992 in Columbus , Ohio .

"Quality: The Competitive Challenge for the 90s,"1992 Health Care Conference, sponsored by The Ohio Society of Certified Public Accountants, November 5-6, 1992 in Columbus, Ohio.  Developed and coordinated a panel for over 300 attendees.

"The Total Quality Management Program: a Chief Financial Officer's Contribution,' with Lawrence R. Rittgers, CPA, sponsored by the Ohio Society of Certified Public Accountants, Members in Industry Discussion Group, on April 22, 1992.  This continuing professional education program drew a much larger crowd than expected and brought in many top-level financial managers from major corporations throughout Central Ohio .

Designing Profitable Hospital Services: Integrating Planning, Marketing, Finance and Legal Issues In An Era of Health Care Alliances, Ohio Society of Hospital Planning and Marketing of the Ohio Hospital Association 1992 Annual Meeting, January 29, 1992 , Columbus , Ohio .  Developed and taught in a program for over one hundred hospital chief executive officers, administrators, planning/marketing managers, chief financial officers, and physicians.

"Running a One-Woman, Home-Based Business", with Jan Leibovitz Alloy, Business Exchange Series, sponsored by Coopers and Lybrand, October 22, 1991 in Columbus Ohio .  Developed and taught in a seminar for over 50 women business owners.

"Effective Accounts Receivable Management- The Key to Practice Profitability," Sponsored by GBS Computer Systems, July 23, 1992 in Marion, Ohio and July 25, 1992 in Columbus, Ohio.  These seminars were well received and I have been invited back several times.

"Financial Impact of Managed Care Systems on Hospitals," The 14th Annual Executive Program in Health Care Management, conducted by the Graduate Program in Hospital and Health Services Administration, The Ohio State University, November 9, 1989 in Columbus, Ohio.  Developed and taught a session in this advanced educational program for health care executives.

"Women in Medicine" Leadership Conference, sponsored by the Duke University Medical Center, American Medical Women's Association, American Medical Association, and Student National Medical Association.  October 31 through November 2, 1980 in Durham , North Carolina .  Served as special consultant in the design and implementation of this exciting national conference with over 175 participants representing a variety of leadership positions in the Health care industry.