2015 Courses in Practice, Financial and Lifestyle Management

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1 PRESENTS 2015 Courses in Practice, Financial and Lifestyle Management For Healthcare Professionals

2 Helping doctors with the business of being in business The responses are absolutely wonderful. There is no doubt such a course was well over due. Thank you for your meticulous, efficient and excellent management at every level! Manager CPD & Sub-Speciality Services RANZCOG

3 2015 Course Program Whether starting-out, established, or planning a successful retirement, The Private Practice can help you gain efficiencies in your business, financial and personal life. Trainees & Fellows Starting Private Practice The Private Practice offers courses and workshops designed to prepare trainees, recent fellows, and staff specialists for the challenges involved with establishing and managing a successful medical practice. We can assist in formulating, implementing and monitoring a business and personal financial plan; and help you recognise and adopt the actions, processes and habits required to establish and maintain your desired lifestyle. Established Doctors in Practice The Private Practice programs are also designed to provide a forum for the established practitioner and practice principal to review and benchmark current systems, procedures, arrangements and knowledge in all areas of business, financial and lifestyle management, and to provide facilitation and coaching for meaningful, effective change. Doctors Leaving Private Practice Retirement planning is about much more than just maximising superannuation contributions. The Private Practice is committed to being the pre-eminent source for the most up to date knowledge, information, research, technology and strategy around transitioning from Practice to Private life and establishing and maintaining your desired lifestyle in retirement. The Private Practice Magazine Each edition of The Private Practice Magazine contains articles (written by leaders in their field) containing the latest ideas, tips and strategy on business, financial and lifestyle management themes of specific relevance to healthcare professionals. Please complete and return the enclosed form for your complimentary subscription. By subscribing to our magazine, you will also receive regular updates on new web articles, special reports, courses, workshops and other Education Initiatives.

4 The Private Practice 3 Day Comprehensive Sensational course, I will recommend it to colleagues. I m coming away with lots of ideas and an awful lot to do before my practice opens next year! 10% EARLY BIRD DISCOUNT For registration 3 months or more prior to event. See back page for for details. For Senior Trainees, recent Fellows and Consultants seeking a smooth and efficient transition from employee to practice principal. SYDNEY Fri 20 March Sun 22 March 2015 Grace Hotel 77 York Street HOBART Fri 24 April Sun 26 April 2015 Hobart Function Centre 1 Elizabeth Steet Pier MELBOURNE Fri 12 June Sun 14 June 2015 Hilton on the Park 192 Wellington Parade, East Melbourne ADELAIDE Fri 19 June Sun 21 June 2015 The Playford 120 North Terrace BRISBANE Fri 17 July Sun 19 July 2015 Stamford Plaza 39 Edward Street CANBERRA Fri 31 July Sun 2 August 2015 Crowne Plaza 1 Binara Street PERTH Fri 21 August Sun 23 August 2015 Rydges Cnr King & Hay Street DARWIN Fri 13 November Sun 15 November 2015 Mantra on the Esplanade, 88 The Esplanade Fee: $2,145 inc. GST From Effective to Successful: The role that sound business and financial management plays in achieving practice and lifestyle goals. Starting with the End in Mind: Understanding the mind-set required, as well as the practice development and operation strategies needed, to build a business that will have sale-able value. Practice Set-Up: A checklist and action plan for assessing your options with respect to buying in to or setting up your practice, and managing the process to fruition. Practice Management and the Role of the Practice Manager: A good practice manager is an invaluable asset, particularly during the period of practice set-up and establishment, but what exactly should this all important role encompass, and how do you find and train the ideal candidate? Medical Practice Business Planning: The theory and tools for providing structure and systems for project and people management. Medicare and Medical Billing: How the system works and how can you optimise the results for your practice. Tax, Accounting and Business Structures: Choosing an appropriate financial and business structure, accounting and taxation basics, complying with legislation, case studies and current hot topics. Medico Legal Risk Management: Risks in practice, claims experience, tools to assess risk, strategies to manage risk, managing the risks of others, professional indemnity for the practitioner and the practice, choosing the right type and level of cover. Personal Risk Management: Stuff happens! Why and how to design and implement your own personal and family long-term safety net for protection against unforeseen events. Wealth Creation and Lifestyle Planning: Making it and keeping it. Money Do s and Don ts, smart debt management, understanding investments, understanding legislation, choosing the right team to work with.

5 Banking and Finance: Practice, investment and personal finance products and strategy for the healthcare professional. Medical Practice Information Technology: Maximising practice and personal efficiency through smart adoption of technology and strategy. Asset Protection and Estate Planning: The use of family trusts and other mechanisms to help protect your personal assets from claim, plus proper planning to minimise adverse tax effects for beneficiaries. Medical Practice Marketing: Marketing communicates your promise what differentiates yours from every other practice but it also focuses on the way your practice delivers that promise: branding, generating referrals, the role of education, websites, internet, social media, patient experience management and much more... Sourcing & Securing your Practices Premises: Tips and strategy from commercial leasing and sales professionals. Practice Design & Construction: Understanding the importance of design on patient/customer attraction and satisfaction as well as efficient work-flow. Spouse/partner program Budgeting & Household Finance Management Personal Insurance & Family Risk Management Wills & Estate Planning School Funding Strategy Understanding Tax, Accounting & Book Keeping Understanding Investments Frequent Flyer Point Management Retirement and Lifestyle Planning We offer a 25% discount on registration fees to members of the Australian Doctors Spouse Network go to for membership details and see back page of this flyer regarding discount promotion codes. Every doctor thinking of starting private practice should attend Vitally important for any practitioner embarking on any form of private practice! Informative, thought provoking and inspiring. Thank you!

6 The Private Practice prepares doctors for the challenge of establishing and managing a successful medical practice that supports their desired lifestyle. Advanced Wealth Planning & Management 2 Day Workshop SYDNEY Sat 30 May Sun 31 May 2015 Grace Hotel 77 York Street Fee: $1,595 inc. GST 10% EARLY BIRD DISCOUNT For registration before 1 March 2015 Very good course, with excellent presenters informed, experienced, excellent communicators. Two Days of intense, hands-on learning and work-shopping designed to help produce your own personalised needs analysis and plan for wealth creation, protection and management. Your Values, Goals and Vision Risk Tolerance and Profiling Understanding Asset Classes Understanding Relevant Legislation Negative Gearing, Superannuation Debt Management and Finance Stategy Tax Management Equities and Initial Public Offers (IPO s) Property A Diagnostic Approach to Investing Investing in Medicine Biotechnology, Medical Property direct and managed Understanding Investment Platforms Master Trusts, WRAP Accounts, Unified Managed Accounts, SMSF s Managing Risks Asset Protection and Estate Planning Strategy Building a Bullet-Proof Financial Plan Choosing and Working with Advisers Day Surgery Development SYDNEY Sat 29 August Sun 30 August 2015 Grace Hotel 77 York Street Fee: $1,595 inc. GST 10% EARLY BIRD DISCOUNT For registration before 29 May 2015 This two day workshop will guide delegates through the due diligence process as well as the project management and operational considerations for successful development and function of a day surgery/hospital. Topics for discussion include: Commercial Feasibility Operating Structures Partnership Models Working with State Health Bodies Sourcing & Securing the Site Design and Construction Accreditation Dealing with Suppliers Dealing with Health Funds Staffing Leadership/Team Building Finance Facility Management Attracting Doctors Equity Participation Models

7 The Private Practice 2 Day Growth Strategies Workshop The Private Practice Marketing Workshop SYDNEY Sat 17 October Sun 18 October 2015 Grace Hotel 77 York Street Fee: $1,595 inc. GST 10% EARLY BIRD DISCOUNT For registration before 17 July 2015 The course has given me knowledge from an array of experts but most importantly provided clear directions and inspiration for adding value to the practice and growing it! Thank you For established practice principals seeking operational efficiencies, practice expansion, transition to group and/or multi-location practice and positioning for optimal sale. Systems, Policies & Procedures the what and how to getting organised Group Practice Models Multi Practice Models Attracting the Right Partners/ Associates Attracting, Retaining and Grooming Employed Doctors Leadership and Team Building Employee Equity Plans Advanced Marketing Strategy Advanced Wealth and Lifestyle Planning Strategy Day Surgery Development Expanding and Deepening Referral Relationships Risk Management Measures Understanding the Corporate Succession Model SYDNEY Fri 20 November 2015 Grace Hotel 77 York Street Fee: $1,045 inc. GST 10% EARLY BIRD DISCOUNT For registration before 20 August 2015 The aim of this 1 Day Workshop is to help Practice Principals and Managers to better engage with the community they serve by delving deeply in to proven medical practice marketing strategies. Topics to be addressed include: Building your practice s reputation Developing a loyal, engaged referrer network Multiplying referrals and growing your number of new patients Attracting new doctors and potential practice successors Supporting new location(s) and new doctors Attracting cases that you enjoy or have special expertise for Increasing your marketing effectiveness Leveraging new technologies Working smarter not harder Winning at Internet marketing Creating an ethical social media strategy Understanding and adopting principles of practice design Creating an optimal workflow environment Starting your NEW business now? Committed to practice expansion/ growth? What are the most important next steps? Provides good resources I would be happy to engage any of the presenters to assist me with my private practice

8 BROUGHT TO YOU BY Key Features Association, Partner & Early Bird Discounts Further Information CPD point entitlement We offer discounts for early birds (see enclosed registration form), accompanying spouses or practice managers and members, trainees or fellows of Colleges, Associations and Societies with whom we have an education partnership. Further details including: confirmed presenters, course schedules, accommodation arrangements and social program will be forwarded upon registration. Intensive lecture & workshop style presentations by leading professionals in business and financial disciplines specialising in healthcare consultancy Completion of needs analyses and action plans Course workbook and resource library Networking social functions Morning tea, lunch and afternoon tea throughout Contact the Course Director to determine discounts available to you. In the meantime, should you have any queries please contact the Course Director: Steven Macarounas of Fintuition Institute on (02) or via

9 The quarterly management magazine for health care professionals Complimentary Subscription To Australia s Premier Publication devoted solely to issues of Business, Financial and Lifestyle Management for Healthcare Professionals. Sign up for our magazine and you will gain access to all past and future editions. Simply complete the information section and tick the box marked Complimentary Subscription on the other side to subscribe.

10 Yes! Please sign me up to the complimentary subscription of The Private Practice Registration Form Please fill out the details below and return the completed form to: Fintuition Pty Limited PO Box 1584, Double Bay NSW Australia 1360 Tel: Fax: Yes I will be attending the Day Comprehensive Yes I will be attending the 2015 Advanced Wealth Planning & Management Yes I will be attending the 2015 Day Surgery Development Yes I will be attending the Day Growth Strategies Workshop Yes I will be attending the 2015 Marketing Workshop Information Title: Surname Given Names (Dr/Prof/Associate Prof/Mr/Mrs/Ms/Miss) Medical Specialty/Occupation I will be/will not be accompanied by my partner: Partners name Postal Address Suburb State Postcode Country Telephone: (w) (m) (h) Dietary Requirements Delegate Vegetarian Vegan Other Please specify Dietary Requirements Partner Vegetarian Vegan Other Please specify Registration Fees Location No. of person(s) Sub-total 3 Day Comprehensive ($2,145 inc. GST) Please write location: Advanced Wealth Planning & Management ($1,595 inc. GST) Day Surgery Development ($1,595 inc. GST) Sydney Sydney 2 Day Growth Strategies Workshop ($1,595 inc. GST) Sydney Marketing Workshop ($1,045 inc. GST) -10% Early Bird Discount (if booked 3 months before event) Sydney TOTAL COURSE FEES (inc. GST) = Payment method I wish to pay by: CHEQUE/MONEY ORDER (enclosed). Cheques should be made payable to: Fintuition Pty Limited Direct transfer to: Fintuition Institute Pty Limited BSB: Account number: (NAB) NOTE: Please insert your surname in the description field when making payment online. CREDIT CARD My credit card details are: AMEX Mastercard VISA Card Number CCV: Name in card Expiry date / Signature PLEASE NOTE: Cancellations must be notified in writing to Fintuition. Cancellations received up to two weeks before each conference will receive a refund of monies paid less a cancellation fee of $220. No refunds will be made after this date.