Program

DOWNLOAD a PDF of our full conference program

Day 1
Oct 13 2016
Day 2
Oct 14 2016
Day 3
Oct 15 2016
Day 4
Oct 16 2016
1:00 pm-7:00 pm

Registration

Pre-Conference Sponsored by Metagenics

FirstLine Therapy: an Operating System for Lifestyle Medicine

Many healthcare professionals do not have the time or tools to give their patients the help they really need to make meaningful lifestyle changes.FirstLine Therapy delivers a practical and rewarding approach for clinicians to implement lifestyle medicine in their practices, in a stream-lined process, ultimately...
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Cory Rice, DO
6:30 am

Registration Open

7:00 am-8:00 am

Breakfast in Expo

Keynote

Addressing Hidden Causes of the Chronic Disease Epidemic

As an integrative practitioner you are ahead of the curve with your knowledge of the many underlying factors that contribute to illness and chronic disease. With the incidence of chronic disease continuing to rise, so does the demand for your integrative approach. One of the...
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Joseph Pizzorno, ND

Track 1: Operations

Scaling your Business – When to Hire Resources and/or Outsource

As an individual practitioner, much of the responsibility of your business falls directly on your shoulders. It can be overwhelming trying to keep all of the operational pieces together on a daily basis and deliver exceptional clinical service at the same time. In this session,...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Defining a Clear Clinical Model to Use in the Management of New Patients

Practitioners are often challenged in the face of managing complex patients and not knowing where to start. It seems the more we learn what the potential treatment options are, the more unclear it is what we should do first. Join Dr. Kalish for an in...
Read More
Dan Kalish, DC

Track 3: Marketing

Understanding and Attracting Your Ideal Client with an Irresistible Message

Practitioners often believe they will attract more patients by being everything to everyone. Yet not only does this “generalist” strategy miss the mark when it comes to bringing in new patients, it directly leads to overwhelm and ultimately burnout. A focused approach is the answer...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Navigating Your Financial Roadmap

Clinicians often find themselves lost in a foreign land…do they really need the business degree or is there “conversational business?”  The answer is yes!  AND it doesn’t have to be dry and boring. This session will give you a new perspective of the key financial...
Read More
Rebecca Hunton, MD

Track 1: Operations

Hiring and Management – How to Hire, Train and Retain the Best Talent

Hiring the right person to assist you with your practice can be life changing. Hiring the wrong person can be draining, costly and create more problems than solutions.  In this session you will learn how to clearly define your expectations, find the best people to...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Determining the Right Labs & Selecting the Best Quality Supplements

As practitioners we learn about labs and supplements gradually. It’s hard to know what are the ideal labs to use in any given case or what will be the most effective dosing strategy and best quality supplement to use to get clinical results. Explore with...
Read More
Dan Kalish, DC

Track 3: Marketing

Essential Online Marketing Strategies to Grow Your Practice

It’s never been easier to reach a large audience of potential clients and patients through online media, yet many practitioners are confused or overwhelmed by the wealth of options and technology. It turns out there are just a few key things you need to focus...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Checking Your Practice Vital Signs

As a busy clinical, it is difficult to carve out time to be the “business owner”. While it may be difficult to trade time focusing on your passion as a healer to focus on your business, it has never been more essential.  Why? Because you...
Read More
Rebecca Hunton, MD

Track 1: Operations

Maximizing the Patient Lifecycle Process

Practitioners often feel uncomfortable “selling” their services not realizing they if they don’t, who will? Assisting patients in achieving their health goals doesn’t happen in one visit, it happens over a specific program time-frame that often never comes to realization. In this session you will...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Communicating Results and Sequencing Protocols

Patient education and patient communication are the main drivers of every successful practice and while some of us are natural “great communicators” many of us need to learn these skills. Join Dr. Kalish as he explains how he learned to communicate effectively with patients and...
Read More
Dan Kalish, DC

Track 3: Marketing

Top Offline Strategies to Establish Yourself as the Go-To Expert in Your Community

With social media, email marketing, blogging and other digital options at our fingertips, it’s easy to believe that the fastest path toward practice growth depends only on a robust online presence. But prosperous practitioners have told us that the quickest way to bring in new...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Plotting Your Map to Prosperity

The traditional business plan is very overwhelming and can take days to prepare. But there is an alternative that works with our clinical language that is much more intuitive, easier to prepare and update: SWOT: Strength/Weakness/Opportunities/Threats:  how to analyze your situation including some reframing of...
Read More
Rebecca Hunton, MD
12:30 pm-1:30 pm

Networking Lunch & Expo

Track 1: Operations

Interactive Workshop – Putting it All Together

In this interactive workshop, we will focus on how to implement your own patient lifecycle process. We will guide you through building your own custom patient follow up process by outlining the specific stages of your clinical program from treatment visits to product purchases. Creating...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Interactive Workshop – Putting it All Together

This workshop will provide you the time to apply everything we’ve covered earlier in the day to your practice and your unique circumstances. Every practitioner has their own vision of what they want their clinic to be. Discover with Dr. Kalish how to outline your...
Read More
Dan Kalish, DC

Track 3: Marketing

Interactive Workshop – Putting it All Together

In this session, you will have dedicated time to work with peers and instructors to create your own actionable marketing plan to use in your practice. In the workshop, we will start with a review of key topics from the three earlier marketing sessions followed...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Interactive Workshop – Putting it All Together

In this session, you will have dedicated time to work with peers and the instructor to create your own actionable SWOT to SOAP plan.  Please bring your own metrics and financial statements so that we can create your own personalized vital signs (examples will be...
Read More
Rebecca Hunton, MD
3:30 pm-4:30 pm

Expo & Networking Roundtables

Sponsored Session

Which Do You Want To Drive?
Differentiating Quality in Liposomes and Lipid Particle Deliveries

Use of Phospholipid-based delivery systems is expanding in the dietary supplement industry due to the excellent bioavailability of the systems and the biocompatibility of the materials used.  However there is a vast range of quality across different products. In this lecture, we will review types...
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Christopher Shade, Ph.D.

General Session Presented by IFM

Functional Medicine Practices: Opportunities, Challenges & Emerging Trends

Join Tom Blue, Director of Strategic Development for the Institute for Functional Medicine as he reviews finding from the recent IFM survey, Functional Medicine Practices: Opportunities, Challenges and Emerging Trends. This session will shed light on and quantify the key challenges associated with implementing a...
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Tom Blue

Welcome Reception

Storytelling Under the Stars

Spend a relaxing night outside, overlooking the beautiful Sandia mountains. As the sun sets and the stars come out, a Native American storyteller will share tales by the camp fire, inspired by the sacred land the Tamaya is built on and the Santa Ana Pueblo...
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7:00 am-8:00 am

Breakfast in Expo

Keynote

Pioneering the New Model of Medical Care in North America

You know the current state of healthcare in our country: chronic disease continues to rise; a focus is put on the treatment of acute illness and trauma rather than prevention; high costs with poor patient outcomes. But it’s not about a bad vs. good approach...
Read More
Mimi Guarneri, MD, FACC, ABIHM

Track 1: Operations

Scaling your Business – When to Hire Resources and/or Outsource

As an individual practitioner, much of the responsibility of your business falls directly on your shoulders. It can be overwhelming trying to keep all of the operational pieces together on a daily basis and deliver exceptional clinical service at the same time. In this session,...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Defining a Clear Clinical Model to Use in the Management of New Patients

Practitioners are often challenged in the face of managing complex patients and not knowing where to start. It seems the more we learn what the potential treatment options are, the more unclear it is what we should do first. Join Dr. Kalish for an in...
Read More
Dan Kalish, DC

Track 3: Marketing

Understanding and Attracting Your Ideal Client with an Irresistible Message

Practitioners often believe they will attract more patients by being everything to everyone. Yet not only does this “generalist” strategy miss the mark when it comes to bringing in new patients, it directly leads to overwhelm and ultimately burnout. A focused approach is the answer...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Navigating Your Financial Roadmap

Clinicians often find themselves lost in a foreign land…do they really need the business degree or is there “conversational business?”  The answer is yes!  AND it doesn’t have to be dry and boring. This session will give you a new perspective of the key financial...
Read More
Rebecca Hunton, MD

Track 1: Operations

Hiring and Management – How to Hire, Train and Retain the Best Talent

Hiring the right person to assist you with your practice can be life changing. Hiring the wrong person can be draining, costly and create more problems than solutions.  In this session you will learn how to clearly define your expectations, find the best people to...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Determining the Right Labs & Selecting the Best Quality Supplements

As practitioners we learn about labs and supplements gradually. It’s hard to know what are the ideal labs to use in any given case or what will be the most effective dosing strategy and best quality supplement to use to get clinical results. Explore with...
Read More
Dan Kalish, DC

Track 3: Marketing

Essential Online Marketing Strategies to Grow Your Practice

It’s never been easier to reach a large audience of potential clients and patients through online media, yet many practitioners are confused or overwhelmed by the wealth of options and technology. It turns out there are just a few key things you need to focus...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Checking Your Practice Vital Signs

As a busy clinical, it is difficult to carve out time to be the “business owner”. While it may be difficult to trade time focusing on your passion as a healer to focus on your business, it has never been more essential.  Why? Because you...
Read More
Rebecca Hunton, MD

Track 1: Operations

Maximizing the Patient Lifecycle Process

Practitioners often feel uncomfortable “selling” their services not realizing they if they don’t, who will? Assisting patients in achieving their health goals doesn’t happen in one visit, it happens over a specific program time-frame that often never comes to realization. In this session you will...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Communicating Results and Sequencing Protocols

Patient education and patient communication are the main drivers of every successful practice and while some of us are natural “great communicators” many of us need to learn these skills. Join Dr. Kalish as he explains how he learned to communicate effectively with patients and...
Read More
Dan Kalish, DC

Track 3: Marketing

Top Offline Strategies to Establish Yourself as the Go-To Expert in Your Community

With social media, email marketing, blogging and other digital options at our fingertips, it’s easy to believe that the fastest path toward practice growth depends only on a robust online presence. But prosperous practitioners have told us that the quickest way to bring in new...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Plotting Your Map to Prosperity

The traditional business plan is very overwhelming and can take days to prepare. But there is an alternative that works with our clinical language that is much more intuitive, easier to prepare and update: SWOT: Strength/Weakness/Opportunities/Threats:  how to analyze your situation including some reframing of...
Read More
Rebecca Hunton, MD
12:30 pm-1:30 pm

Networking Lunch & Expo

Track 1: Operations

Interactive Workshop – Putting it All Together

In this interactive workshop, we will focus on how to implement your own patient lifecycle process. We will guide you through building your own custom patient follow up process by outlining the specific stages of your clinical program from treatment visits to product purchases. Creating...
Read More
Lorne Brown, BSc, CPA
Leandra Fishman

Track 2: Patient Process

Interactive Workshop – Putting it All Together

This workshop will provide you the time to apply everything we’ve covered earlier in the day to your practice and your unique circumstances. Every practitioner has their own vision of what they want their clinic to be. Discover with Dr. Kalish how to outline your...
Read More
Dan Kalish, DC

Track 3: Marketing

Interactive Workshop – Putting it All Together

In this session, you will have dedicated time to work with peers and instructors to create your own actionable marketing plan to use in your practice. In the workshop, we will start with a review of key topics from the three earlier marketing sessions followed...
Read More
Julia Zaslow, NC
Miriam Zacharias, MS, LPSN

Track 4: Finance

Interactive Workshop – Putting it All Together

In this session, you will have dedicated time to work with peers and the instructor to create your own actionable SWOT to SOAP plan.  Please bring your own metrics and financial statements so that we can create your own personalized vital signs (examples will be...
Read More
Rebecca Hunton, MD
3:30 pm-5:30 pm

Expo & Networking Roundtables

TAP Expert Practice Management Panel

Special Dinner Event

*Must select during conference registration. Limited seating available! This dinner event will feature a panel of 3 TAP Experts: Tieraona Low Dog, MD, Tina Kaczor, ND and Brandon Brock, RN, NP-C, DC moderated by Lise Alschuler, ND, TAP Executive Director. The panel will respond to a...
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Lise Alschuler, ND, FABNO
Brandon Brock, DC, RN, NP-C, DACNB
Tina Kaczor, ND, FABNO
Tieraona Low Dog, M.D.

Social Event

Spiced up Southwest Social

Kick (and spice) up the fun, southwest style, with a night filled with local traditions, including Chile roasting, Native American dancing, bread baking, tequila tasting  and more. This spicy social event will offer a chance for you to network and unwind in a truly unique...
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7:00 am-8:00 am

wellevate Sponsored Breakfast

Targeted Talk

Additional Streams of Income: a Proven Formula for Financial Success

It continues to become evident that one-to-one patient care alone is unlikely to generate enough income to meet your personal and/or the business budget goals, creating a need to incorporate multiple streams of revenue in order to achieve financial independence. Discussion will include creating a...
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Dickson Thom, ND

Targeted Talk

How to Succeed in a Cash-Based Practice (Sooner than Later!)

The experience of starting and running an integrative practice is new to almost all of us. How do I wear several hats? How do I prioritize? How do I find and retain patients? AND how do I do all of this while maintaining a healthy,...
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Tina Kaczor, ND, FABNO

Targeted Talk

Long-Term Personal Finance Planning: Taking Charge of Your Budget

Planning for the long-term is necessary in order to enjoy financial security in retirement. Thus, while planning for the long term is necessary, one’s plan must be flexible to account for the uncertainty inherent to it. Partly inspirational, these plans must help you create a...
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Dickson Thom, ND

Targeted Talks

The Modern “Complex” Patient – Where Do I Start & How Do I Proceed?

It would seem that the people seeking healthcare today come in with greater and greater states of dis-repair and with deeper and deeper levels of disease and dysfunction. “Peeling the onion” is becoming more and more difficult every day with our clients. Based on decades...
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Paul Anderson, NMD

Keynote

The Business and Ethics of Healing: Bridging the Divide

New models of care delivery are offering innovative opportunities for clinicians from a wide range of professions to offer their services in a manner consistent with their values and practice styles. However, in any discussion of business and healing, we must always remember that our...
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Tieraona Low Dog, M.D.