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Are You Communicating With Your Patients Effectively?
Kevin Gee     OD, FAAO
Gee Eye Care

After graduating from optometry school Dr. Gee was appointed Assistant Clinical Professor of Surgery at the Texas A&M College of Medicine and Senior Staff Physician at Scott & White Memorial Hospital in Temple, Texas where he focused on the care of patients affected with diabetes, cancer and autoimmune diseases like lupus and Sjogren’s disease. His responsibilities involved the training of medical students and ophthalmology residents at the Scott & White Eye Institute.  While in Temple, he served the optometric community of Waco, Temple and Killeen as the president of the Heart of Texas Optometric Society.  In 2004 he was included in the “Guide to America’s Top Optometrists” by the Consumers’ Research Council of America.

Dr. Gee returned to Houston in 2004 to private practice where he expanded his interests into refractive surgery and cataract care.  He is also an Assistant Clinical Professor at the University of Houston College of Optometry and is involved with sports vision care of athletic teams in the city of Houston.  In 2006, Dr. Gee completed his certification in Oklahoma for Anterior Segment Laser Treatment. The Cambridge Who’s Who’s Registry of Executives recognized Dr. Gee in 2007.  In 2009, Dr. Gee was named the Young Optometrist of the Year by the Texas Optometric Association and nominated by the American Optometric Association for the same award on the national level.  In 2010, he was honored by the American Optometric Association with the appointment to the Meetings Center Executive Committee.  Dr. Gee served as President of the Texas Optometric Association in 2013 and is currently the Chair of Student Support and Meetings Committees.  Dr. Gee is also the Co-Chair for the Texas Optometric Association Association Support Committee and served on the Legal and Legislative Committee.  In 2011 Dr. Gee completed and successfully passed the American Board of Optometry Board Certification examination and is now distinguished as a Diplomate of the American Board of Optometry.  He is a Fellow of the American Academy of Optometry and was a former board member of the local optometric society.  Dr. Gee was awarded the Optometrist of the Year in 2018.

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WHAT YOU WILL LEARN
  • Understand the advantages and disadvantages of traditional modes of communication
  • Learn about the newer electronic means utilized by medical practices
  • Understand compliance, security and encryption tactics to help aid participants in safely communicating with their patients

Be Different
Chad Fleming     OD, FAAO
Wichita Optometry

Dr. Fleming graduated from Northeastern State University Oklahoma College of Optometry in 2002. Upon graduating he went into private practice and is now CEO of a 7 doctor 4location practice, Wichita Optometry, in Wichita, KS. Along with practicing optometry, Dr. Fleming has worked as a consultant for Rev360, illuma, Weave, JJVC, iMatrix, SolutionReach, AOAExcel, Plano, and he is the founder of OptometryCEO. He has been featured in numerous professional journals and The Wall Street Journal. When Dr. Fleming is not involved in optometry he spends time with his wife of 23 years and their 3 children.

WHAT YOU WILL LEARN
  • Discuss how to avoid Groupthink pitfalls
  • Learn how to save practices from the slowly eroding profit margins
  • Explore how to grow your practice in an environment of “big business”

Are you Communicating with your Patients Effectively?
Jeffrey Sonsino     Co-Founder & CMO
myEyeris

Jeffrey Sonsino, O.D., FAAO, is a partner in a high-end specialty contact lens and anterior segment practice in Nashville, Tennessee.  For over 11 years, he was on the faculty at Vanderbilt University Medical Center’s Eye Institute.  Dr. Sonsino is a Diplomate in the Cornea and Contact Lens Section of the American Academy of Optometry (AAO), past-chairman of the Contact Lens and Cornea Section of the American Optometric Association (AOA), founding executive board member of the Healthcare Alliance for Patient Safety, a fellow of the Scleral Lens Education Society, board certified by the American Board of Optometry (ABO), past president of the Middle Tennessee Optometric Association, the 2017 Gas Permeable Lens Institute (GPLI) practitioner of the year, the 2017 AOA’s Advocate of the Year, and the 2018 Optometrist of the Year awardee by the Tennessee Optometric Association. 

Most recently, he co-founded and is the chief medical officer of myEyeris, a company founded to nurture the doctor-patient relationship for independent optometrists.

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WHAT YOU WILL LEARN
  • Understand the landscape of disruptors operating now and how they can lead to harm
  • Explore the differential diagnosis of contact lens complications from improper prescription validation
  • Dissect a case where a simple refractive complaint turned into life-threatening surgical intervention
  • Hash through the statistics of a national database of cases of harm reported by our colleagues 
  • Learn what changes the individual optometrist can make to their exam to ensure patients continue to value comprehensive eye care

The Hyper-Connected Patient Experience: Utilizing Modern Technology to Create the Best Patient Experience
Monroe McKay     Director of Business Development - Optometry
Weave

Monroe McKay is a Director of Business Development for Weave Communications who has a flair for customer success and a passion for improving customer satisfaction. His fervor for providing doctors with tools to strengthen their customer relationships started when he worked at Solutionreach (formerly known as Smile Reminder). As the fourth employee of the new start-up, he built their Training and Support team and turned it into a place where doctors and their offices could go for the resources they needed. He was also an integral part of helping the company grow its customer base from 150 to 5000 offices.

From Training and Sales, he moved on to become part of the Business Development group where he began working with Key Opinion Leaders and industry influencers. After he left Soltionreach in 2012, he went on to do similar work of building sales best practices and strengthening relationships with key influencers, but in the pharmaceutical arena. In 2015 he joined Weave and was excited to return to serving in the medical communication space and to learn from and work with some of the best educators and consultants. With 15+ years at companies who help doctors, Monroe understands how integral communication is to building a successful practice. He believes that with the right skills and tools that it is possible to wow patients both in the office and on the phone. When a patient feels taken care of, they want to keep coming back and that contributes to the bottom line.

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WHAT YOU WILL LEARN
  • Learn how to leverage technology to create loyal and referring patients
  • Discuss what drives the patient’s spending decisions
  • Understand how to provide a personalized patient experience.

Telemedicine & Telehealth: A Practical Guide
Peter Cass     TOA, VP
Practice Compliance Solutions

Dr. Cass is a 2000 graduate of the University of Houston, is a full time associated with MyEyeDr. in Beaumont, TX. and is a diplomate of the American Board of Optometry. 

He is a Past President of the Texas Optometric Association and still assists the TOA with third party and HIT issues, He is also an auditor for Medicaid’s Meaningful Use program and on the. H has served on the AOA’s health information exchange committee and is currently the chair of the AOA’s nominating committee. 

Dr. Cass is also a managing partner of Practice Compliance Solutions, an optometry billing and compliance company, for which he lectures, provides regulatory guidance, billing and coding consulting and audit support. 

Dr Cass is a nationally recognized speaker who has been a consultant, speaker, and researcher for numerous ophthalmic companies. He has lectured for many state associations, various national optometric groups, and at several optometry schools. 

Dr. Cass was awarded the Young OD of the year award by the TOA in 2012, several TOA Presidents Awards for distinguished service, and the Entrepreneur of the Year award by his local Chamber of Commerce.

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WHAT YOU WILL LEARN
  • Understand recent changes in Telehealth
  • Understand benefits and issues with Telehealth 
  • Demonstrate current options and solutions
  • Explain proper billing and coding for Telehealth

Practice Management / Marketing

Adam Smith
The Local Marketing that you Have to be Doing in 2020
Adam Smith     Head of Marketing Channels
Weave

Adam Smith is the Website Team Lead at Weave. He has been in the online marketing world for over 8 years and has owned a boutique SEO agency for more than 4 years helping multiple businesses achieve exponential growth. He also has owned a dental office and has recently helped his father build his engineering companies online presence.

When he is not busy ranking websites, he loves playing with his kids, playing the guitar and mountain biking.

WHAT YOU WILL LEARN
  • How to rank higher in local searches by creating local relevance
  • How to leverage Google Reviews to improve your local rankings
  • How to make the most of your FREE Google My Business platform
  • How to use Google Maps to make things easier for your customers and improve rankings
Kortney Osborne
SIMPLIFY YOUR MARKETING - INCREASE YOUR IMPACT
Kortney Osborne     VP of Marketing
Weave

Kortney Osborne is a passionate marketing executive with experience in building world-class unicorns. She is currently VP of Marketing at Weave where she leads Demand Gen, Creative, Communications, Events, Content, Marketing Operations, Affiliate Marketing and other areas across the company. Prior to Weave, she worked at Qualtrics where she was a founding member of the marketing team. At Qualtrics, she built and oversaw the global marketing campaigns and events teams, including the Qualtrics annual event, helping create moments that helped lend the company to an $8B acquisition.

Kortney is lover of food, travel, her three children and Oprah (not necessarily in that order). She is a board member for the Women’s Success Center at Utah Valley University and enjoys mentoring and supporting women through their educational and professional pursuits. She also enjoys stand-up comedy and is a forever Hoya.

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WHAT YOU WILL LEARN
  • How defining a clear audience will increase your marketing impact
  • What to ask your customers to increase your marketing impact
  • How to choose and minimize your top marketing channels
  • How to create a framework for your effort to avoid burnout
Johny Wudel
TOOLS FOR INNOVATING ON THE CUSTOMER EXPERIENCE
Johny Wudel     VP of Product
Weave

Johny Wudel is the VP of Product at Weave. His background includes product development and customer experience in tech and other industries, including food & beverage and non-profit. He has run a small business and has also worked with various Fortune 500 companies, including Google, Burger King, T-Mobile, and Under Armour. He has an undergraduate degree from BYU and an MBA from Harvard Business School.

WHAT YOU WILL LEARN
  • How to discover customer needs
  • How to create a solution that fulfills customer needs
  • Your product is not what you sell – it’s the customer experience you create
  • Using technology to create a great customer experience
Ben PJ AJ
MARKETING IN THE PAST, PRESENT & FUTURE FOR YOUR BUSINESS
PANEL DISCUSSION    

Ben has been working in marketing for over a decade. He spent the first portion of his career at a digital marketing agency, focusing on local business marketing and then transferred to in house marketing and has never looked back. He joined Weave over four years ago and has been an integral part its success.

AJ Wilcox is a LinkedIn Ads pro who founded B2Linked.com, a LinkedIn Ads-specific ad agency, in 2014. As official LinkedIn partners, they manage among the world’s most sophisticated advertising accounts worldwide. He and his wife live in Utah, with their 4 kids.

PJ Howland is the VP of Industry Insights at 97th Floor. His role is to champion great content and advocate 97th Floor’s mission; make the internet a better place. When he’s not shelling out content, he can be found at home living his lifelong dream of hobby homesteading.

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WHAT YOU WILL LEARN

Ben has been working in marketing for over a decade. He spent the first portion of his career at a digital marketing agency, focusing on local business marketing and then transferred to in house marketing and has never looked back. He joined Weave over four years ago and has been an integral part its success.

AJ Wilcox is a LinkedIn Ads pro who founded B2Linked.com, a LinkedIn Ads-specific ad agency, in 2014. As official LinkedIn partners, they manage among the world’s most sophisticated advertising accounts worldwide. He and his wife live in Utah, with their 4 kids.

PJ Howland is the VP of Industry Insights at 97th Floor. His role is to champion great content and advocate 97th Floor’s mission; make the internet a better place. When he’s not shelling out content, he can be found at home living his lifelong dream of hobby homesteading.

Business and Growth Insights

Getting Back to Business
Marty Smuin     COO
Weave

Marty Smuin has more than 25 years of management experience in business development, sales and marketing and operations; spending much of that time in senior executive roles. His industry experience ranges from wireless telecommunications, storage management and application software, media and ecommerce. Much of Marty’s experience has been gleaned in the international business arena having amassed considerable experience in Europe, Latin America, Australia and Asia. Marty has also worked extensively with start-ups from concept to exit and has help raise tens of millions of dollars from angel investors, VC’s and private equity firms. Marty has consistently exceeded expectations and specializes in strategy, execution and the development of highly effective teams.

WHAT YOU WILL LEARN
Alison Faulkner
HOW TO GET PEOPLE TO CARE ABOUT WHAT YOU HAVE TO SAY OR SELL!
ALISON FAULKNER      BOSS LADY
THE ALISON SHOW

Alison Faulkner of The Alison Show has made a career doing whatever she feels like doing. But it always involves finding ways to feel awesome and help others feel awesome too. Alison is a branding and events expert with a highly engaged online community. She hosts an iTunes top 100 podcast with her music producer hubby called Awesome with Alison. And founded Alisons Brand School which has helped thousands through workshops and online courses that empower entrepreneurs with the heart to build a brand that can support their dreams. She collaborates and consults with Fortune 500 companies and believes in love, dancing inappropriately, and putting your own name in lights.

WHAT YOU WILL LEARN
  • You have to care
  • You have to be clear
  • You have to be consistent
Dale Murphy
3 DECISIONS THAT CREATE RESILIENCE
DALE MURPHY     FORMER MLB PRO
RETIRED/MOTIVATIONAL SPEAKER

Dale Murphy, one of the most popular athletes to ever play in Atlanta, Dale had a 19+ year in the Major Leagues and is one of the youngest players in MLB history to win back-to-back NL MVP Awards. A 7-time All Star, Dale was chosen in the first round of the 1974 MLB draft and retired in 1993. He now travels the country speaking to businesses about topics such as Resilience, Teamwork, Big League Leadership, and How to Create a Winning Culture. He and his wife, Nancy, have been married 40 years and have 8 children and 14 grandchildren.

WHAT YOU WILL LEARN
  • Why being a leader is showing resilience
  • Keep your ultimate picture your goal – that is what creates resilience
  • How I created resilience in a profession where there is a high failure rate
Andrew Smith
MY 5 TIPS TO ACCELERATING GROWTH AFTER 20+ YEARS AS A CEO
ANDREW K. SMITH     CO-FOUNDER AND CEO
FOUR FOODS

Over the past 2 decades, Smith has founded 4 companies, 3 in the technology arena and now his current company, Four Foods Group, which he founded in 2009 with his wife, Shauna. As a food and beverage investment, operations and growth company, he has successfully raised over $350 million, created over 23,000 jobs across America, and successfully developed over $200M in restaurant real estate. He has exited businesses through both private and public exits. Smith is also a Managing Partner of Mercato Partners, a growth equity firm based in Salt Lake City, Utah. He leads the Savory Fund practice which is focused on scaling highly profitable, yet undiscovered brands within the food & beverage industry. Smith and his team have generated over $1 billion in sales over the past 10 years.

Andrew was a recipient of the 2017 EY Entrepreneur of the Year® award in his category, and KPMG’s Entrepreneur of the Year in 2017. He also served as an EY Judge for the 2018 and 2019 EY Entrepreneur program. He was also a BusinessQ Triple Crown Recipient in 2018.

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WHAT YOU WILL LEARN
  • Invest in your people – Know your people.
  • Create a purpose bound journey
  • Don’t just have a strategy, have strategy and execution
  • Continuous improvement – Learn from your failures
  • The rule of three
Dave Taylor
REGARDLESS OF HOW LARGE AND DAUNTING A TASK MAY BE YOU CAN ALWAYS EXECUTE YOUR WAY THROUGH IT
DAVE TAYLOR     CMO
STELLA CONNECT

Dave Taylor joined Impartner as chief marketing officer in 2015, and leads the development and execution of the company’s global marketing and product development strategy. Taylor brings more than two decades of marketing experience and a legacy of success in building high-tech businesses to his role. He most recently served as vice president of marketing, product and corporate strategy at WatchGuard Technologies, and was key in transforming WatchGuard into the most highly awarded company in the network security space. Prior to WatchGuard, Taylor co-founded Sparxent, a rollup of value-added service providers in the mid-market space, which grew to more than $50M of annualized revenue within two years.

Taylor also held sales and marketing roles at LANDesk Software for more than a decade and was part of the executive team that orchestrated the spinoff of LANDesk out of Intel. He spent five years of his career with Intel in the UK, serving as general manager of Intel EMEA.

Taylor holds a master’s degree from Brigham Young University’s Marriott School of Management

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WHAT YOU WILL LEARN
  • “A journey of a thousand miles begins with a single step” -Laozi
  • Aggressively implementing the plan
  • Iterating / refining
Jeff Lyman
HOW TO SCALE GREAT DECISION MAKING IN YOUR GROWING BUSINESS
JEFF LYMAN     FORMER CMO/CPO
VIVINT SMART HOME

Jeff is the former Chief Product Officer and Chief Marketing Officer at Vivint Smart Home where he oversaw the company’s technology, product development, new business development, and strategy functions.  During his tenure, he led the development of several multi-million dollar product lines across the firm’s security, video, and automation verticals. In his CMO role, he increased the company’s brand recognition and channel development, generating tremendous interest from consumers, media, and partners.

Before joining Vivint in 2013, Jeff spent nearly a decade at Nike, Inc., most recently as Senior Director for Mobile and Web Design at Nike+, Nike’s industry-leading activity tracking service. Jeff has worked across the landscape of the Nike Brand, including leading digital and marketplace communication for NIKEiD (Nike’s custom footwear experience), Nike Basketball, and the LeBron James brand.

Jeff has a bachelor’s degree from Brigham Young University and an MBA in Marketing from the University of Oregon.

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WHAT YOU WILL LEARN
  • How defining a clear audience will increase your marketing impact
  • What to ask your customers to increase your marketing impact
  • How to choose and minimize your top marketing channels
  • How to create a framework for your effort to avoid burnout
Rachel Nilsson
PURCHASE, PURPOSE AND PARTY - GROW AND RETAIN THE RIGHT WAY
RACHEL NILSSON     CEO / FOUNDER
RAGS

Rachel Nilsson, founder and CEO of Rags, formally known as Rags to Raches, started her children’s clothing company with function, fashion and fit being her main focus. RAGS unique and functional kid’s one pieces are void of frustrating snaps or buttons, featuring an elastic neckline for easy on and easy off. Rags has seen some great growth and has been featured in Vogue, Huffington Post, Forbes and just recently partnered with Disney, Star Wars and Marvel. What started as a hand-made hobby trying to solve a problem ended up becoming a multi-million dollar business.

WHAT YOU WILL LEARN
  • Product is King
  • Experience is Queen
Andrew Ventura
INVESTING IN PRACTICE GROWTH
Andrew Ventura     Senior Business Development Manager
Wells Fargo Practice Finance

Andrew Ventura is a Senior Business Development Manager with Wells Fargo Practice Finance and has been working with healthcare professionals to provide commercial financing solutions for 20 years. He leverages his experience and insights into healthcare financing to provide tailored financing solutions to his clients looking to transition to ownership, grow or expand their operations.

WHAT YOU WILL LEARN
  • Practice life stages
  • Cash flow: the key to growth
  • Source and assess financing options
SkyePoVey
HOW TECHNOLOGY WENT FROM A LUXURY TO A MUST FOR SMALL BUSINESS
Skye Povey     VP of Sales
Weave

Skye PoVey is the Vice President of Sales at Weave, the premier customer communication platform for service-based businesses, where he grew the sales team from 10 people to over 160 people in under two years and doubled revenue three years in a row.

Skye holds a Bachelor of Business Administration in Business Administration and Management from Brigham Young University.

WHAT YOU WILL LEARN
  • Why is the number of small businesses declining?
  • The simple reason some businesses are 2x more profitable than their competition
  • The three E’s. A simple way to identify great technology for your business
Carlos Kemeny
HOW TO LEVERAGE DATA - WE KNOW YOUR COMPETITORS AREN'T
Carlos Kemeny     Director of Business Intelligence and Data Science
Weave

Dr. Carlos Kemeny is the author of the IMPACTDATA Revolution at Weave, where he directs business intelligence and data science. Prior to joining Weave, Carlos strategically advised several Fortune 250 C-suites and senior executives on business intelligence and analytics, served as a subcommittee member on U.S. Secretary of Commerce Penny Pritzker’s National Advisory Council for Innovation and Entrepreneurship, and was a MIT Clean Energy Prize Semifinalist.

Carlos has a BS in Mechanical Engineering and MBA from Purdue University, as well as a MS in Engineering & Public Policy (EPP) and dual-PhD in EPP and Technological Change & Entrepreneurship from Carnegie Mellon University and Católica Lisbon School of Business and Economics. He is a father of four incredible children, founder of two data startups, violinist of 30+ years, Boston Marathoner, and tri-lingual.

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WHAT YOU WILL LEARN
  • Gain confidence in your abilities as a small/medium business leader/manager to use data and analytics
  • Learn the top ways to generate big returns from just a bit of data
  • Receive a proven strategy to know when to continue or stop doing activities that you think are not profitable

About Weave

From the first phone call to the final payment, Weave’s unique integration of hardware and software solutions help businesses grow, retain and communicate across the entire customer journey.

 
 

Weave’s mission is to bring local businesses and the people they serve closer together. We do this by modernizing the way businesses interact with their customers, unifying their data and all channels of communication onto one smart platform.