A LIFE COURSE FOR PHYSICIANS

Join us at the Crowne Plaza West Loop in Chicago, IL on

DECEMBER 1-2, 2017!  

Friday, December 1
Private Investment Experience w/ Special Guest 6-9pm

Saturday, December 2
BTER Signature CME Sessions, 8am-4pm
VIP SIGNATURE COURSE COCKTAIL PARTY, 4-6pm

Sunday, December 3 - CANCELLED
BTER Brunch Session for Residents AND Fellows, 11am-1pm
UNFORTUNATELY, THE RESIDENT BRUNCH HAS BEEN CANCELLED DUE TO LOW REGISTRATION.* 
*Special accommodations can be made for interested residents. Please email info@beyondtheexamroom.co for more information on this option.

Between Friday and Saturday's exciting and informative sessions, we will discuss the essentials of our career, business and financial decisions (not taught in medical school or training) in a secure environment surrounded by our colleagues. 

Come prepared to get your questions answered by BTER's physician faculty and expert financial advisors, attorneys, bankers and accountants.  

Physicians, Doctors, Residents, and Fellows from all specialties are welcome, and please bring an accountability partner (i.e. spouse, family member, or friend)!  

"Physicians Educating Physicians, because we are BTER, together!"

 

TENTATIVE AGENDA TOPICS INCLUDE, BUT ARE NOT LIMITED TO:

8:00 - 8:30 am      OPENING SESSION

Your Professional Life Cycle & Business Fundamentals for Physicians

“Dr. Jekyll, Meet Mr. Hyde”

BTER Co-Founder - Bonnie Mason, MD & Course Moderator - Robert Gray, MD

8:30 - 9:30am      Leadership Panel

PERSPECTIVES ON 21ST CENTURY DOCTORS AS LEADERS

Fawn Lopez - Editor, Modern Healthcare* - Keynote

Patricia Turner, MD, FACS

Thomas Mason, MD, FACP

Robert Gray, MD - Moderator

9:30 - 9:45am     BREAK

9:45 - 11:15am    PRACTICE MANAGEMENT, ACADEMIC AND LEADERSHIP BREAKOUT TRACTS (Each participant will choose a tract. Two BREAKOUT Sessions will be conducted in each tract.)  

TRACT 1 - Combined PRACTICE MANAGEMENT SESSION for PRIVATE PRACTICE & EMPLOYED DOCS

Lisa Whitty Bradley, MD, MPH

Kim Boike, Esq.

Pam Joslin, PMI MD

J. Mandume Kerina, MD

TRACT 2 - Session for ACADEMIC DOCS

Raymond Wynn, MD

Monica Lypson, MD, MPH

TRACT 3 - DOCS IN THE C-SUITE

Patricia Turner, MD, FACS

Jabbar  Bennett, PhD

Derek Robinson, MD, MBA

Deborah Wood

11:30am - 12:00Pm   BTER PROGRAM INTRODUCTIONS

Bonnie Mason, MD

12:00 - 12:45pm   Real life married to medicine panel & lunch: "Real couples, real talk"

12:45 - 1:30pm     CONTRACTS, COMPLIANCE & Practice Liability -  Landmines & Midlevels

Kim Boike, Esq.

1:30 - 2:00pm      Financial Strategy Building 101: “If you don’t have a plan, any plan will do!”

FINANCIAL FACULTY - TEAM OF TRUSTED ADVISORS

Raquel Mack, CPA

Andrea Williams, CFP, CLU

John Thomas, CFP

LaPiere Carby, CFP

2:00 - 3:30pm      Financial STRATEGY BUILDING BREAKOUTS : “It’s all about the Benjamins & the Tubmans”  Choose 2 out of the following 3 sessions:

Debt & Credit Management

Income Protection

Investing for Docs

3:30 - 4:00 PM     CLOSING ACCOUNTABILITY SESSION, EVALUATIONs, Adjourn

SIGNATURE COURSE AFTER-PARTY

4:00 - 6:00PM


What other physicians are saying...

"That was an excellent event!!! Professional, ON TIME, and so informative!!!! Now, it did stress me out... on many levels... but I think I needed that!!! I was literally about to get in bed and snuggle up with my 2017 goals worksheet to get my s*%# together!!! But your speakers were all very good... practical and well informed!!!" Plastic Surgeon, 11 years in practice
"The program was excellent and something I needed." Ob-Gyn, 10 years in practice
"Excellent event, and digestible chunks of information. Well done!!!!" Orthopaedic Surgeon, 18 years in practice

 
Andrea Williams
 
Dr. Drai
 
John F. Thomas II
WealthMD
 
Sheila Dantzler
Related Realty
 
Alex Margulis
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EVENT SPONSORS

Andrea Williams | LinkedIn | Website

Andrea K. Williams, CLU®, CFP®, a native Chicagoan, joined Northwestern Mutual with the McTigue Financial Group in 2008.  She received a Bachelor of Science in Finance and Economics Summa Cum Laude from Dominican University which was funded by a Full Academic Scholarship from the Ida Brechtel Foundation. After working in accounting and as a financial analyst at the William Wrigley Jr. Company, she decided to change her focus from corporate finance to “the individual’s bottom line”.  After deciding that her life’s work would be to serve people and their finances she began her Financial Planning Practice focusing on underserved communities.  Pioneering the African American and Female marketplace she has been recognized for ranking in the top 5% of the industry and is a Member of the Million Dollar Round Table.  She was recently featured in an Issue of Forbes for her noted trailblazing and niche clientele which have garnered much recognition from the Financial Planning industry as a whole.

She is a sought after speaker for Northwestern Mutual’s Speaker’s Bureau and Healthcare Conferences nationally and internationally.  She primarily works worth with physicians, dentists, business owners and professionals in leadership positions in the Chicagoland Area.

Dr. Draion Burch | LinkedIn | Website

A board-certified obstetrician and gynecologist, Draion Burch, DO, "Dr. Drai," is a 3X best-selling author, award-winning business coach for physicians, and an international consultant. As a women's health expert, visionary and practicing physician, Dr. Drai combines practical, responsible academic knowledge with his charisma and high-energy personality--making him a highly sought national speaker and media personality.

 

John F. Thomas II | LinkedIn | Website

John developed an interest in finance as a teenager.  After completing a stock marketing project in high school, he became an avid reader of Barron’s Magazine and the Wall Street Journal. His passion for finance and specifically, the stock market, continued to grow.

Upon graduating from the University of South Carolina, John began his financial journey with Merrill Lynch. During John’s tenure with Merrill Lynch, he offered a tailored array of investment options for his clientele. As a standard of business, John utilized a discipline that is rooted in a goals-based approach to wealth management which allowed him to strategize the client’s needs with successful achievement.

John is currently a Financial Advisor with WealthMD: a premier financial planning firm specializing in comprehensive financial planning for medical professionals. He initiates a systematic process that will provide each client with the explanation of investment, cash flow, retirement and estate planning, with a strong emphasis on asset protection.

John is frequently sought after to speak to physicians and medical staff on financial planning, which is his primary business focus along with the WealthMD team for more than a decade.  

When time allows, John leisurely enjoys running marathons, cycling and golfing. Additionally, he is actively involved in his church’s media and financial ministries.

Sheila Dantzler | LinkedIn | Website

Sheila lives by the principle, “You make a living by what you get; you make a life by what you give.” Giving 100% to her clients is her number one priority. Since the start of her career in July 2005, Sheila has closed approximately 40 million dollars’ worth of real estate. Prior to joining Related Realty, she earned competitive awards as one of the top selling brokers at another nationwide firm in 2007, 2009, 2012, and 2013. Sheila was also named among the elite “Top Producers” by the Chicago Association of Realtors in 2013.

In 2009, Sheila was featured as a real estate expert on HGTV, appearing on House Hunters, House Hunter’s Guide to House Hunting, and Good Buy/Bad Buy. Look for her to be a regular personality in the near future! Sheila focuses on the neighborhoods in the great city of Chicago; however, she has sold many homes in a number of surrounding suburbs.

Sheila has an extensive sales background, having sold software for IBM and Candle Corporation before venturing into entrepreneurship. After leaving corporate, she was a partner in a successful Events Management and PR firm. In a short time, Sheila’s real estate business has become 91% referral based due to her excellent customer service, negotiation skills and relentless follow-up.

Whether working with first-time buyers, savvy investors, luxury market buyers, or large developers, Sheila’s commitment to excellence does not waver. Her goal for her clients is to make the home-buying or home-selling process as stress-free as possible.

Sheila is committed to her craft and earned the following designations: Certified Negotiation Expert, Accredited Buyer’s Representative, and Short Sale Foreclosure Resource. In addition, she is very active in the Chicago Association of Realtors® and was appointed to the Professional Standards Committee and the Professional Development Committee. She also a member of the Women’s Council of Realtors®, Chicago Chapter.

Sheila holds a B.S. in Computer Science from Grambling State University, was Miss Black USA 1995, is a member of Jack and Jill of America, and currently serves on the board for the Primo Center for Women & Children.

Alex Margulis | LinkedIn | Website

Alex is more than a mortgage advisor, he’s a mortgage expert. His background in mortgage underwriting gives him significant insight into his clients’ financing options. As a Vice President of Residential Lending, Alex offers honest advice on any home loan ranging from a 1st time home-buying experience, to purchasing a vacation home or investment property, to refinancing any type of residential mortgage across the country.   

At the age of 10, Alex and his family moved from the Ukraine to put down new roots in Chicago. This city has woven itself into the fabric of his life. Alex graduated from Loyola University and cheers on the Bulls at every home game. His origins, however, are not forgotten as he remains fluent in his native language and Alex is proud to provide top-notch service in either English or Russian.   

Having been featured and quoted in industry as well as popular publications, such as Real Simple magazine, Alex has earned the reputation of an industry expert. As a result, Alex is in top 1% of mortgage originators in the country based on Mortgage Executive magazine’s annual survey.

Known best for the level of service he offers his clients; Alex makes himself available at all times to guide people through the most important financial decision of their lives. To Alex, communication is the key to get a loan closed quicker than most competitors. He can be counted upon to answer questions, to pick up the phone, and to promptly return calls and emails. Give Alex a call today at 312.651.5372 or send him an email at amargulis@perlmortgage.com.