5-Day Conference
Medical Update: Clinical Practice, Practice Growth, and The Future of Care
A practical, future-focused conference on outpatient clinical care, risk reduction, practice growth, financial resilience, and the changing landscape of medicine.
7:00 AM – 11:45 AM
Schedule
80 Modules
Workshops
Online Course
Format
5 Days
Duration
About this Conference
This conference offers a practical, forward-looking update on the clinical, legal, financial, and operational challenges of modern medical practice. Learners will strengthen their approach to common outpatient conditions including hypertension, dyslipidemia, obesity, gastrointestinal disease, cancer screening, sleep medicine, sexual health, infection, longevity, aging, kidney health, and muscular-skeletal health, while also addressing the risks that shape contemporary care, such as opioid prescribing, malpractice exposure, litigation, documentation, communication, and digital reputation. Beyond clinical care, the program examines practice finance, fraud prevention, efficiency, burnout, asset protection, retirement planning, and the evolving technologies and care models that are reshaping the future of medicine.
Key Objectives
What you'll learn and be able to apply after completing this conference.
Integrate evidence-based approaches to cardiometabolic, gastrointestinal, sleep, preventive care, kidney heaalth, infection, sexual health, and aging and longevity in adult outpatient medicine.
Mitigate clinical, legal, and reputational risk through safer prescribing, better documentation and communication, and ethical practice growth strategies.
Improve physician and practice resilience through sound financial oversight, workflow optimization, burnout reduction, and long-term planning.
Conference Outline
5-day schedule with 80 workshops.
Day 1
7:00 AM – 11:45 AM
Hypertension, Lipids, and Global Cardiovascular Risk
Integrated approach to assessing and treating hypertension and dyslipidemia while estimating and lowering overall cardiovascular risk.
7:00 AM – 8:00 AM 60 min
- Use contemporary cardiovascular risk assessment tools to guide blood pressure and lipid targets.
- Select evidence-based antihypertensive and lipid-lowering regimens tailored to individual patient risk.
- Identify patients with resistant or secondary hypertension who require further workup or referral.
Risk Assessment and Blood Pressure Targets in Clinical Practice
Review cardiovascular risk calculators, blood pressure classifications, and target-setting strategies for everyday care.
Managing Primary Hypertension and Combination Therapy
Practical strategies for stepwise pharmacologic treatment of primary hypertension, including use of combination therapy.
Resistant and Secondary Hypertension: When to Investigate and Refer
Recognizing resistant and secondary hypertension and choosing appropriate diagnostic and referral pathways.
Lipid Management and ASCVD Prevention Across Risk Groups
Evidence-based approach to statins, nonstatin therapies, and ASCVD prevention for primary and secondary prevention populations.
Obesity and Weight Management in the Era of GLP-1–Based Therapies
Comprehensive approach to lifestyle, pharmacologic, and GLP-1–based treatments for obesity in clinical practice.
8:15 AM – 9:15 AM 60 min
- Assess obesity-related risk and readiness for change using structured tools.
- Differentiate among lifestyle, pharmacologic, and procedural options for obesity management.
- Implement safe prescribing, monitoring, and follow-up plans for GLP-1–based obesity therapies.
Foundations of Lifestyle and Behavioral Treatment for Obesity
Key elements of nutrition, physical activity, and behavioral counseling for long-term weight management.
Patient Selection and Shared Decision-Making for Anti-Obesity Medications
Determining who is an appropriate candidate for anti-obesity medications and engaging patients in shared decisions.
Practical Use of GLP-1–Based Therapies in Obesity Care
Dosing, titration, monitoring, and adverse effect management for GLP-1–based therapies used in obesity.
Long-Term Follow-Up, Weight Maintenance, and Special Populations
Strategies for maintaining weight loss, addressing weight regain, and individualizing care for special populations.
GI and Cancer Screening Update: From GERD to Colorectal Cancer
Evidence-based management of GERD and dyspepsia and practical approaches to colorectal cancer screening and surveillance.
9:30 AM – 10:30 AM 60 min
- Differentiate uncomplicated GERD from presentations that warrant further investigation.
- Select appropriate colorectal cancer screening modalities for average- and high-risk patients.
- Plan surveillance intervals after polypectomy based on guideline-directed risk stratification.
Evaluation and Initial Management of GERD in Primary Care
Recognizing typical and atypical GERD presentations and choosing initial empiric therapies.
Alarm Features, Endoscopy, and Barrett Esophagus
Identifying alarm features, indications for endoscopy, and management implications of Barrett esophagus.
Colorectal Cancer Screening Modalities and Risk Stratification
Comparing stool-based tests, sigmoidoscopy, colonoscopy, and other options for colorectal cancer screening.
Post-Polypectomy Surveillance and Communication of Results
Determining surveillance intervals after polypectomy and closing the loop on results with patients.
Sleep, Brain Health, and Metabolic Disease
Connections between sleep, cognition, mood, cardiometabolic risk, and practical approaches to common sleep complaints.
10:45 AM – 11:45 AM 60 min
- Screen for common sleep disorders using brief, validated tools.
- Recognize the impact of sleep disorders on cardiometabolic and neuropsychiatric outcomes.
- Select appropriate nonpharmacologic and pharmacologic treatments for insomnia and related conditions.
Recognizing Sleep Disorders in the Outpatient Visit
Identifying insomnia, circadian rhythm disorders, and other sleep problems in busy clinical encounters.
Obstructive Sleep Apnea, Cardiometabolic Risk, and Referral Pathways
Understanding when to suspect obstructive sleep apnea, order testing, and collaborate with sleep specialists.
Sleep, Cognition, and Mood: Implications for Clinical Practice
How sleep disturbance intersects with cognitive complaints, depression, and anxiety in adult patients.
Nonpharmacologic and Pharmacologic Approaches to Insomnia
Combining sleep hygiene, CBT-I principles, and judicious use of medications for insomnia.
Day 2
7:00 AM – 11:45 AM
Vaccines, Common Infections, and Antimicrobial Stewardship
High-yield prevention and treatment decisions for common outpatient infectious disease problems, with emphasis on immunization and antibiotic stewardship.
7:00 AM – 8:00 AM 60 min
- Apply adult immunization strategies more consistently in everyday practice.
- Treat common outpatient infections using evidence-based, stewardship-minded approaches.
- Build workflows that reduce inappropriate antibiotic use and improve follow-up.
Adult Immunization in 2026: What Busy Practices Need to Get Right
Practical vaccine delivery for adults, including age-based, risk-based, and catch-up indications.
Antibiotic Decisions for Respiratory, Sinus, and Urinary Complaints
Choosing when antibiotics are and are not warranted for common outpatient infectious presentations.
Skin, Soft Tissue, and Tick-Related Infections Without Reflex Overtreatment
Evaluating common outpatient infection complaints while avoiding unnecessary broad therapy.
Follow-Up, Safety Nets, and Stewardship Systems That Actually Work
Creating office systems that support delayed prescribing, reassessment, and fewer avoidable antibiotic harms.
Chronic Kidney Disease and Albuminuria: Early Detection and Progression Prevention
Recognizing CKD early, interpreting albuminuria and eGFR trends, and slowing progression through evidence-based outpatient care.
8:15 AM – 9:15 AM 60 min
- Detect CKD earlier using eGFR, albuminuria, and risk-based surveillance.
- Initiate therapies that slow progression and reduce cardiovascular complications.
- Recognize referral thresholds and complications that warrant nephrology collaboration.
Screening for CKD and Interpreting eGFR and Albuminuria
Using kidney function data correctly to recognize CKD before complications or rapid decline emerge.
Slowing CKD Progression: Blood Pressure, Glycemia, and Kidney-Protective Drugs
Practical treatment of CKD with RAAS blockade, SGLT2 inhibitors, and risk-factor control.
Potassium, Anemia, Acidosis, and Other CKD Complications in Primary Care
Managing common CKD complications and knowing what can stay in primary care versus what needs specialist input.
When to Refer: Nephrology Collaboration and Preparing for Advanced CKD
Referral decisions, patient counseling, and transition planning for patients with worsening kidney disease.
Sexual Health: STI Care, HIV Prevention, and Conversations That Build Trust
Evidence-based screening and treatment of common STIs - including the syphilis resurgence, mpox, and the emerging sexually transmitted fungal infection TMVII - current HIV prophylaxis strategies including PrEP (oral and twice-yearly injectable) and PEP, doxy-PEP for bacterial STI prevention, and practical communication skills for sexual health conversations in adult primary care.
9:30 AM – 10:30 AM 60 min
- Diagnose and treat common bacterial, viral, and emerging STIs using current CDC guidelines, with attention to the ongoing syphilis resurgence, mpox, and the sexually transmitted fungal infection Trichophyton mentagrophytes genotype VII (TMVII).
- Initiate appropriate HIV prophylaxis - PrEP for ongoing prevention including oral and twice-yearly injectable lenacapavir, and PEP for post-exposure management - with correct regimens, monitoring, and attention to access equity.
- Apply a nonjudgmental, patient-centered communication approach to normalize sexual health screening and prevention across all patients regardless of sexual orientation, gender identity, or risk profile.
Gonorrhea, Chlamydia, Syphilis, Herpes, Mpox, and TMVII: What's Changing and Why It Matters
Applying current screening criteria and first-line regimens for common STIs while addressing the ongoing syphilis resurgence, mpox, and the newly identified sexually transmitted fungal infection Trichophyton mentagrophytes genotype VII (TMVII).
PrEP: Oral, Injectable, and Equitable - Prescribing and Monitoring in Primary Care
Identifying candidates for HIV pre-exposure prophylaxis and managing PrEP safely across oral daily and twice-yearly injectable (lenacapavir) formulations, with attention to access barriers and health equity.
PEP and Doxy-PEP: Post-Exposure Prevention for HIV and Bacterial STIs
Managing both HIV post-exposure prophylaxis (PEP) and bacterial STI post-exposure prophylaxis (doxy-PEP) in primary care: eligibility, timing, prescribing, follow-up, and the stewardship considerations that come with both.
Talking About Sex and Risk: Nonjudgmental Sexual Health Conversations Across All Patients
Using inclusive, structured communication techniques to normalize sexual health screening, reduce shame, and build trust with patients of all sexual orientations, gender identities, and risk profiles.
Menopause, Male Hormonal Aging, and Longevity Medicine in Primary Care
Current evidence on managing perimenopause and the full menopausal transition with hormone and nonhormonal therapy, male hormonal aging and testosterone deficiency, and practical guidance on diet, supplements, GLP-1s, and the longevity interventions patients are increasingly asking about.
10:45 AM – 11:45 AM 60 min
- Counsel perimenopausal and menopausal women on the benefits, risks, and appropriate use of hormone therapy - including correcting WHI-era misconceptions - and identify evidence-based nonhormonal alternatives.
- Evaluate testosterone deficiency in aging men and apply current evidence to treatment decisions including initiation, monitoring, and safety.
- Distinguish evidence-supported longevity and dietary interventions from those with insufficient clinical data, and address patient questions about GLP-1s, peptides, and supplements.
Perimenopause and Menopause: Diagnosis, Hormone Therapy, and Nonhormonal Alternatives
Recognizing the distinct clinical phases of perimenopause and established menopause, individualizing hormone therapy decisions using current evidence, correcting WHI-era misconceptions that drive underprescribing, and selecting evidence-based nonhormonal options for patients who cannot or will not use hormones.
Testosterone Deficiency, Male Aging, and When to Treat
Distinguishing symptomatic hypogonadism from normal aging and applying current evidence on testosterone therapy in older men.
Peptides, GLP-1s, NAD+, and Longevity Supplements: What Patients Are Taking and What the Evidence Shows
Evaluating the evidence - and the absence of it - behind popular longevity supplements, peptides, and GLP-1-adjacent compounds patients are increasingly using, with particular attention to regulatory status, risks, and the muscle and bone preservation considerations of GLP-1 use.
Dietary Patterns That Work: Mediterranean, Low-Carb, Time-Restricted Eating, and What to Recommend
Reviewing the clinical trial evidence for major dietary patterns and building practical counseling recommendations for common patient goals.
Day 3
7:00 AM – 11:45 AM
Healthy Aging, Bone Health, Falls, and Medication Safety
Practical outpatient care for older adults with emphasis on fracture prevention, fall risk, medication safety, and functional independence.
7:00 AM – 8:00 AM 60 min
- Screen for frailty, fall risk, and functional decline using brief office-based approaches.
- Prevent fractures through evidence-based osteoporosis screening, treatment, and counseling.
- Reduce medication-related harm and support safe aging in place through deprescribing and goal-concordant care.
Screening for Frailty, Functional Decline, and Fall Risk
Brief, practical approaches to identifying mobility problems, frailty, and fall risk in adult outpatient care.
Osteoporosis Screening, Fracture Prevention, and First-Line Treatment
Applying bone density testing, fracture risk assessment, and initial pharmacologic and nonpharmacologic treatment strategies.
Polypharmacy, Deprescribing, and Medication Harm Reduction
Reducing medication burden and adverse drug effects in medically complex and older adults.
Advance Care Planning, Mobility, and Aging in Place
Supporting independent living and goal-concordant care through mobility planning, caregiver conversations, and advance care planning.
Common Musculoskeletal Problems in Outpatient Practice
A practical diagnostic and management approach to frequent musculoskeletal complaints seen in adult outpatient medicine.
8:15 AM – 9:15 AM 60 min
- Evaluate common musculoskeletal complaints using focused history, exam, and selective imaging.
- Treat common outpatient conditions such as low back pain and osteoarthritis with evidence-based first-line strategies.
- Recognize features that suggest inflammatory, neurologic, infectious, or urgent causes requiring escalation.
Low Back Pain, Sciatica, and When Imaging Actually Helps
Evaluating common back pain presentations, recognizing red flags, and using imaging judiciously.
Osteoarthritis of the Knee, Hip, and Hand: Practical Treatment Choices
Choosing medications, exercise, therapy, injections, and referral strategies for common osteoarthritis presentations.
Shoulder, Neck, and Overuse Problems in the Adult Patient
Approaching frequent upper-extremity and soft-tissue complaints without overtesting or missing serious disease.
Gout, Polymyalgia, and Other Clues It Is Not Just Wear-and-Tear
Recognizing inflammatory and crystal-related disease when musculoskeletal symptoms should not be dismissed as routine degenerative pain.
High-Value Care, Diagnostic Stewardship, and Smarter Testing
How to reduce low-value testing, avoid diagnostic cascades, and make more disciplined choices about labs, imaging, and referrals.
9:30 AM – 10:30 AM 60 min
- Apply high-value care principles to common outpatient diagnostic decisions.
- Recognize how low-yield tests and incidental findings can trigger unnecessary cascades.
- Communicate diagnostic uncertainty and the rationale for selective testing more effectively.
When to Order, When to Wait, and How to Reduce Low-Value Testing
Using pretest probability, symptom evolution, and watchful waiting to avoid reflexive testing.
Avoiding Diagnostic Cascades and Incidentaloma-Driven Harm
Recognizing how low-yield tests can create downstream harms, costs, and patient anxiety.
Smarter Imaging, Labs, and Referrals in Common Outpatient Scenarios
A scenario-based approach to choosing the right next step for common symptoms and abnormal results.
Talking With Patients About Uncertainty and Why More Is Not Always Better
Communicating diagnostic reasoning in ways that preserve trust while supporting evidence-based restraint.
Communication Under Pressure: Navigating Patient Distrust, Difficult Encounters, and High-Resistance Conversations
Evidence-based frameworks and practical scripts for physicians managing patient skepticism about vaccines, medications, and medical institutions - including distrust shaped by COVID-19, social media, and AI-generated health content - with skills for motivational interviewing, de-escalating conflict, and maintaining productive clinical relationships.
10:45 AM – 11:45 AM 60 min
- Apply motivational interviewing and evidence-based communication strategies - including the readiness ruler and change talk - to high-resistance conversations about vaccines, medications, and clinical recommendations.
- Recognize the structural and media-driven sources of patient institutional distrust, including the role of social media algorithms and AI-generated health content in shaping patient beliefs before they reach the office.
- Establish and maintain productive clinical relationships with difficult or resistant patients while setting appropriate professional limits and navigating the ethical requirements of relationship termination when necessary.
The Distrust Landscape: COVID, Social Media, AI Content, and the WHI Legacy
Mapping the modern sources of patient institutional distrust - from COVID-19 policy failures and the WHI's lasting shadow on hormone therapy to algorithmically amplified social media and AI-generated health content - and understanding how each shapes the clinical encounter.
Motivational Interviewing and Evidence-Based Scripts for High-Resistance Conversations
Applying core motivational interviewing techniques - including the readiness ruler, change talk elicitation, and rolling with resistance - to clinical conversations where patients push back on evidence-based recommendations.
Topic by Topic: Vaccines, Obesity Meds, Hormones, Opioids, Stimulants, Antibiotics, and AI Content
Practical communication frameworks for the clinical topics most likely to generate patient skepticism, refusal, or unsupported demand in 2026 - including how to respond when patients arrive with AI-generated content or social media health beliefs.
Difficult Encounters: Setting Limits, De-escalating Conflict, and Ending Relationships
Managing the full arc of a difficult clinical relationship, from initial boundary-setting to professional termination when necessary.
Day 4
7:00 AM – 11:45 AM
Pain Management, Opioids, and Addiction Risk
Balancing effective pain relief with safe opioid prescribing and recognition of opioid use disorder in clinical practice.
7:00 AM – 8:00 AM 60 min
- Assess pain comprehensively and set realistic, measurable treatment goals.
- Prioritize non-opioid and nonpharmacologic pain management strategies when appropriate.
- Initiate, monitor, and taper opioid therapy using evidence-based risk mitigation practices.
Assessing Pain and Setting Realistic Treatment Goals
Structured approaches to pain assessment, functional goals, and expectation-setting with patients.
Non-Opioid Pharmacologic and Nonpharmacologic Therapies
Evidence-based use of non-opioid medications and nonpharmacologic therapies for acute and chronic pain.
Initiating and Monitoring Opioid Therapy Safely
Principles for starting, continuing, and tapering opioids while minimizing risk of misuse and overdose.
Recognizing and Managing Opioid Use Disorder in Clinical Practice
Identifying opioid use disorder and initiating or facilitating evidence-based treatment.
Malpractice, Litigation, and the Physician as Witness
How malpractice cases arise and progress, and what physicians should know about documentation, depositions, and testifying.
8:15 AM – 9:15 AM 60 min
- Describe common patterns of malpractice claims and contributing factors.
- Align documentation and informed consent practices with medico-legal best practices.
- Prepare effectively for serving as a fact or expert witness in legal proceedings.
Common Malpractice Allegations and How They Arise
Patterns of diagnostic error, communication failure, and system issues that drive malpractice litigation.
Documentation, Informed Consent, and the Medical Record in Litigation
How notes, orders, and consent forms are interpreted in court and what constitutes defensible documentation.
Preparing for Depositions and Interactions with Counsel
Practical steps physicians can take when they are deposed or consulted in legal cases.
Testifying at Trial and Maintaining Professionalism Under Pressure
Strategies for clear, credible testimony and maintaining composure in the courtroom.
Digital Reputation, Marketing, and Patient Acquisition
Building a professional online presence and using web, search, and social media to attract and retain patients ethically.
9:30 AM – 10:30 AM 60 min
- Evaluate the strengths and weaknesses of a practice’s current online presence.
- Implement basic website, search, and review strategies to support patient acquisition.
- Apply ethical and regulatory principles when designing digital marketing activities.
Building a Patient-Centered Online Presence and Website
Core elements of an effective practice website and online profile that support patient trust and access.
Search, Reviews, and Social Media Strategies for Clinicians
Using search optimization, online reviews, and social media to enhance visibility while protecting professional reputation.
Converting Website Visitors and Inquiries Into Appointments
Transforming digital interest into scheduled visits through clear calls to action and efficient workflows.
Ethical and Regulatory Boundaries in Digital Marketing
Understanding professional, legal, and payer constraints that apply to digital outreach and advertising.
Documentation, Communication, and Team-Based Care to Reduce Risk
Using high-quality documentation, patient communication, and team processes to lower clinical and legal risk.
10:45 AM – 11:45 AM 60 min
- Document visits in ways that clarify reasoning, plans, and patient understanding.
- Conduct risk-reducing conversations about diagnosis, uncertainty, and follow-up.
- Design team workflows that close loops on tests, referrals, and handoffs.
High-Value Progress Notes and Problem Lists
Structuring notes and problem lists so they support patient care and defend clinical decisions.
Risk-Reducing Conversations and Informed Consent
Talking with patients about risks, benefits, and uncertainty in ways that foster understanding and shared decisions.
Closing the Loop on Tests, Referrals, and Follow-Up
Designing systems to ensure abnormal results, referrals, and follow-up needs are tracked and addressed.
Leveraging Team-Based Care and Handoffs to Improve Safety
Optimizing team roles and handoff practices to reduce errors and improve patient experience.
Day 5
7:00 AM – 11:45 AM
Fraud Prevention and Internal Controls in Medical Practices
Recognizing, preventing, and responding to financial fraud and embezzlement in clinical settings.
7:00 AM – 8:00 AM 60 min
- Identify common patterns of billing fraud and embezzlement in medical practices.
- Design practical internal controls that protect revenue and reduce opportunities for misuse.
- Develop a basic response plan for suspected fraud, including documentation and consultation with advisors.
Recognizing Common Fraud and Embezzlement Schemes in Clinics
How fraudulent billing, skimming, and embezzlement show up in day-to-day practice operations.
Designing Basic Financial and Billing Controls
Core internal control concepts and simple safeguards physicians can implement with their teams.
Monitoring Reports, Audits, and Red Flags
Using basic reports and periodic audits to monitor for fraud and compliance problems.
Responding to Suspected Fraud and Working with Advisors
Steps to take when fraud is suspected and how to engage legal and financial advisors effectively.
Clinical Efficiency, Burnout, and Sustainable Practice
Improving visit flow, managing EHR and inbox demands, and building sustainable work patterns that prevent burnout.
8:15 AM – 9:15 AM 60 min
- Analyze how time is currently spent during a typical clinical day.
- Redesign workflows, visit structures, and team roles to improve efficiency.
- Adopt practical strategies to set boundaries and support long-term well-being.
Diagnosing Inefficiency: Mapping the Clinical Workday
Tools for analyzing how time and effort are distributed across clinical tasks.
Visit Flow, Templates, and Team Roles
Optimizing visit structure, templates, and delegation to support efficient, high-quality care.
Managing the EHR, Inbox, and After-Hours Work
Strategies to control electronic health record burden and reduce spillover work into personal time.
Burnout Prevention, Boundaries, and Personal Sustainability Plans
Recognizing burnout and building individualized plans for resilience and boundary-setting.
Asset Protection, Wealth, and Retirement Planning for Physicians
Core concepts in protecting assets, building wealth, and planning for retirement across a medical career.
9:30 AM – 10:30 AM 60 min
- Summarize the key components of a physician’s personal and professional balance sheet.
- Compare basic legal and insurance strategies for protecting personal and practice assets.
- Outline a retirement planning approach that aligns with individual goals and risk tolerance.
Financial Goal Setting and the Physician Balance Sheet
Clarifying financial goals and understanding assets, liabilities, and cash flow for clinicians.
Asset Protection Basics: Legal Structures and Insurance
Using legal entities, contracts, and insurance coverage to protect personal and professional assets.
Retirement Savings, Investment Principles, and Common Pitfalls
Retirement account options, diversification concepts, and missteps that can derail long-term plans.
Integrating Practice Transitions with Long-Term Financial Planning
Coordinating employment changes, practice buy-ins or sales, and retirement timing with financial goals.
The Future of Practice: AI, Telehealth, and Caring for Vulnerable Populations
Emerging tools and models, including AI and telehealth, and how to use them to improve access and equity for vulnerable patients.
10:45 AM – 11:45 AM 60 min
- Describe current and emerging AI tools relevant to both clinical practice and practice operations, including front-desk and administrative automation.
- Design telehealth workflows that support quality, safety, and patient experience.
- Identify strategies to improve access and equity for unhoused, disabled, and other vulnerable populations.
AI in Clinical Practice and Practice Operations
Opportunities, limitations, and safeguards when incorporating AI into both clinical care and day-to-day practice operations — from documentation and decision support to scheduling, phone answering, appointment reminders, and administrative automation.
Designing Patient-Centered Telehealth Workflows
Building telehealth processes that are clinically sound, efficient, and responsive to patient needs.
Improving Access for Unhoused, Disabled, and Other Vulnerable Patients
Practical strategies to reduce barriers and tailor care models for patients facing structural vulnerabilities.
Equity, Ethics, and Governance in Emerging Care Models
Ethical and governance considerations for AI, telehealth, and new delivery models that affect vulnerable populations.
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