Toolkit for
independence

March 25, 2021 5:30 – 9:30 pm

All in one place, the power tools you need to help your independent practice thrive

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Agenda

speakers

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Interactive Workshops

Keynote address

Panel of experts on practice revenue maximization

WHY SHOULD YOU ATTEND?

Gain insight into anticipated regulatory changes that will affect your practice

Learn strategies and tactics to maximize practice revenue

Get the latest information on 2021 coding changes and updates

Find out what the experts say you should do to keep your finances strong during Covid-19

Dive into the benefits and drawbacks of IPAs, MSOs and more

Hear how to respond if an investigator knocks on your door...BEFORE it happens

Meet industry experts and leaders from across the country

Network with other providers and share best practices

About THE TOOLKIT

The premier conference that offers independent physicians and healthcare providers support and education

The Toolkit for Independence is packed with insights to help independent medical practices thrive. The event will be held on Thursday, March 25, from 5:30 – 9:30 p.m. The all-new virtual format offers the opportunity for an expanded range of speakers, valuable one-on-one meetings with healthcare and industry experts, networking, and learning.

Speakers

Steven G. Taibbi
Author, "Grateful Guilt: Living in the Shadow of My Heart"
Steven G. Taibbi is author of the memoir, "Grateful Guilt: Living in the Shadow of My Heart"
Jack O'Brien
Content Team Lead and Finance Editor at HealthLeaders Magazine
Jack O'Brien, Content Team Lead and Finance Editor at HealthLeaders Magazine.
Aaron Cohen, JD, MPHIL
Principal, Co-Practice Leader, Citrin Cooperman Accountants and Advisors
Aaron Cohen is co-leader of Citrin Cooperman's Healthcare Practice.
Sarah Hughes, MBA, MSHA
Manager, Health Care Advisory Practice, Citrin Cooperman & Company, LLP
Sarah Hughes is Manager, Health Care Advisory Practice, Citrin Cooperman & Company, LLP

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Elizabeth Gousse Ballotte
Principal, Grassi Healthcare Advisors
Elizabeth Gousse Ballotte is a principal within Grassi Healthcare Advisors.
Heather Spillman, MS
Principal, Healthcare Advisory, Citrin Cooperman Accountants and Advisors
Heather Spillman, MS, is Principal, Healthcare Advisory at Citrin Cooperman Accountants and Advisory.
Kate Broderick, MBA, MSIS
Manager, Healthcare Advisory, Citrin Cooperman Accountants and Advisors
Kate Broderick, MBA, MSIS, is Manager of Healthcare Advisory at Citrin Cooperman Accountants and Advisors.
Prabhleen Virk, CPA
Director, Citrin Cooperman Accountants and Advisors
Prabhleen Virk is a director of Citrin Cooperman's White Plains office and a member of the firm's health care and financial services industry practices.

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Anthony Vuozzo, MPA
Director of Implementation and Credentialing at E Central Medical Management
Anthony Vuozzo, Director of Implementation and Credentialing at E Central Medical Management
Susan Montana, AAPC, CPC, CPMA, CHTS-Trainer
Owner, Habanero, Inc.
Susan Montana, AAPC, CPC, CPMA, CHTS-Trainer, is the founder and President of Habanero, Inc.
Zack Caplan
Director of Provider Network & Strategy at Stellar Health
Zack Caplan is Director of Provider & Network Strategy at Stellar Health.
Pam D'Apuzzo, CPC, ACS-EM, ACS-MS, CPMA
Managing Director, VMG Health
Pam D’Apuzzo is Managing Director at VMG Health

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Mathew J. Levy, Esq.
Director, Weiss Zarett Brofman Sonnenklar & Levy, P.C.
Matthew J. Levy is Director of Weiss Zarett Brofman Sonnenklar & Levy, P.C.
Peter Bechtel
President of CareONE Concierge
Peter Bechtel is President of CareONE Concierge
Soheil Saadat, PhD
Founder and Chief Executive Officer of GenieMD
Soheil Saadat is Founder and Chief Executive Officer of GenieMD

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View all speakers

Sponsorships begin at just $300

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HERE'S WHAT PREVIOUS ATTENDEES SAY

“I attended the Toolkit Dinner in 2017 and found a wealth of information. But more than that, I made
connections that have had significant effects on my practice. After meeting Louis Burke from E Central
Medical Management at the event, we began working with ECM. The positive revenue impact of working with
their team has been dramatic."
”Vinod Gulati, MD, Internist, Amityville, NY"
"The Toolkit for Independence bridges the gap to enable companies to reach medical professionals. To be able to connect virtually this year is extremely exciting and I'm looking forward to being a sponsor again!"
KEN STERNFELD, CAREONE DIRECT