Target Audience: Early career professionals

Target Length: 45 minutes

What to Expect: An empowering presentation filled with lessons on how to excel as an early career professional. 

• All about our experience bias and how to overcome it with skills
• The 5 leadership settings
• The 3 stages of leadership

Target Audience: Those who seek to engage early career professionals

Target Length: 45 minutes

What to Expect: An eye opening presentation filled with lessons on how to engage and empower early career professionals. 

• All about our experience bias and why we need to overcome it 
• Why positional authority labels are holding back your organization
• The 5 leadership settings
• The 3 stages of leadership 

Target Audience: High pressure professionals and high pressure organizations

Target Length: 45 minutes

What to Expect: Hot takes, storytelling, and a Play-Dough experiment make a passionate plea to find synergy in life. 

• Essentials of motivation and inspiration
• Why synergy is what we're really searching for
• The Synergy Blueprint is your guide

Target Audience: DO, MD, NP, PA trainees in both UME and GME programs. 

Target Length: 90-120 minutes. Can be condensed to 45 minutes but not preferred.

What to Expect: An engaging presentation about an otherwise dry topic from someone who understands firsthand all stakeholder viewpoints.  

• Based on the Perfect Notes Course
• 3 languages of physician communication 
• Why the Perfect Notes method means better academics, better patient care, and better pay
• Case studies

Target Audience: DO, MD, NP, PA trainees in both UME and GME programs. 

Target Length: 3-6 hours depending on content focus and desired number of case studies and Q&A periods.

What to Expect: An engaging presentation about an otherwise dry topic from someone who understands firsthand the stakeholder viewpoints.  

• Based on the Perfect Notes Course
• 3 languages of physician communication 
• Why the Perfect Notes method means better academics, better patient care, and better pay
• Coding Crash Course
• Billing Basics
• Case studies

Target Audience: DO, MD, NP, PA trainees in both UME and GME programs. 

Target Length: 45-90 minutes depending on number of case studies and Q&A 

What to Expect: An engaging presentation about an otherwise dry topic from someone who understands firsthand all stakeholder viewpoints.  

• Based on the Perfect Notes Course
• Historical context of healthcare coding
• How subtle coding changes impact financial and quality metrics
• Case studies

Target Audience: DO, MD, NP, PA trainees in both UME and GME programs. 

Target Length: 45-90 minutes depending on number of case studies and Q&A 

What to Expect: An engaging presentation about an otherwise dry topic from someone who understands firsthand all stakeholder viewpoints.  

• Based on the Perfect Notes Course
• Historical context of medical billing
• How subtle statements impact productivity measures and the bottom line
• Case studies

Target Audience: Physicians

Target Length: 45 minutes

What to Expect: A thought-provoking and controversial take on the practice of medicine and how to train the next generation of physicians.   

• Will AI replace physicians?
• Can the medical profession let go of its past?
• Is the bureaucracy too big to innovate?
• How the medical profession can overcome its structural barriers to chart a course forward

Target Audience: Medical students, residents, fellows, and early career physicians

Target Length: 45 minutes

What to Expect: Practical financial lessons tailored for physicians as the navigate the transition from student to high-wage earner. 

• Who to call for financial help 
• What to do before setting financial goals
• Financial discipline and accountability