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2016 Annual Convention - PM WORKSHOP SCHEDULE
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as of 05.12.16 - subject to change




9 AM – 11 AM

Quality Based Compensation is Here….Prepared?

Douglas Jorgensen, DO, CPC, FAAO, FACOFP, CAQ


11AM – Noon

Creating Net Worth Through Financial and Tax Planning

Maurice M. Glazer

We have always said that the medical student, resident and then the established physician has to plan starting at the very beginning. Saving $25 a month as a medical student grows into $25,000 as a mature physician. As things progress asset protection and building net worth becomes more important and more sophisticated. We need to start from the beginning of your career.


Noon -12:30PM

Exhibit Break


12:30PM – 1:30PM

TOMA/TxACOFP Awards Luncheon


1:30PM – 2PM

Exhibit Break


2PM – 3PM

Increase your Revenue….Work Smarter Not Harder

Katrina Midkiff

Learn how to use the proper codes to maximize your reimbursements and learn to add codes for everything you are doing and are not aware there is a code. Services to add to your practice to increase profitability..... Allergy testing. Cognitive testing, MSO, toxicology, swabs, chronic care management, risk management, in-home EEG, coding and billing, annual wellness visits, preventative to maximize reimbursement for all the above-mentioned... how to maximize revenue from you what other family practices are doing and how they have increased their profitability by working smarter, not harder....


3PM – 4PM

Social Security Update: New Rules Require New Strategies

Jonathan Dumas

You've paid Social Security taxes for decades. At some point, it will be time to collect your benefits, and you’ll obviously want to collect all that you can. However, maximizing Social Security benefits can be far more complex than what most people realize. Millions of individuals and spouses leave money on the table because they’re unaware of strategies that could provide them thousands of extra benefit dollars. Unfortunately, beginning this year, the challenge to enhance your Social Security benefits has become even greater as the government has changed the rules, effectively taking away some of the previous strategies to access more benefits. Have you determined when the optimal time is for you to start taking Social Security? Are you aware of how to capture higher spousal and dependent benefits? Despite these recent rule changes, this presentation will help you learn how you can still boost your Social Security income during and even before retirement, as well as understand how to navigate the complex rules and methods of filing for benefits.


4PM – 5PM

Round Table Discussion

Kelly Skinner


Texas Osteopathic Medical Association
1415 Lavaca Street | Austin, Texas 78701
512.708.8662 | (t) 800.444.8662 | (f) 512.708.1415
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