Events Today’s Independent Practice: Management Trends & Financial Strategies for Success

6.1.16 4:45pm - 7:15pm
Chicago Yacht Club
400 E. Monroe (The Commodore Room & Boardroom)
Chicago, IL 60603

Contact
Carlo Calma
312.670.7444
[email protected]

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Today’s changing healthcare landscape provides both opportunities and challenges for independent medical practices. From enhancing profitability to maintaining successful operations, it’s important to stay on top of the latest trends and financial strategies impacting your business. ORBA and MB Financial Bank invite you to this insightful program, which will cover management trends, economic insight, practice valuations and financial and tax strategies for your business.

Please Note: Complimentary valet service will be available.

Agenda

4:45 – 5:15 p.m.
Registration & Networking

5:15 – 5:45 p.m.
Trends in Healthcare Industry Valuations and the Current Economic Outlook:
What Practitioners Need to Know

Presenter: Spencer Klein, Senior Portfolio Manager, MB Financial Bank

5:45 – 6:45 p.m.
Trends That Bankers and Accountants are Seeing in Private Practices
Moderator: Louis Weinzelbaum, Commercial Group President, Commercial Banking, MB Financial Bank
Panelists:

  • Strategies for Buying, Selling Out or Consolidating — Karen Andrews, Senior Vice President, Commercial Banking, MB Financial Bank
  • Practice Valuation — David Rogers, Director, Business Valuation & Litigation Support, ORBA
  • Best Practices for Maintaining an Independent Practice — Leanne Levy, Vice President, Commercial Banking, MB Financial Bank
  • Strategies for Minimizing Income Tax and Asset Protection — Greg Koelling, Director, ORBA

6:45 – 7:15 p.m.
Questions, Wrap-Up & Networking

Seats are limited. Please register on or before May 31, 2016.

Agenda

Today’s changing healthcare landscape provides both opportunities and challenges for independent medical practices. From enhancing profitability to maintaining successful operations, it’s important to stay on top of the latest trends and financial strategies impacting your business. ORBA and MB Financial Bank invite you to this insightful program, which will cover management trends, economic insight, practice valuations and financial and tax strategies for your business.

Please Note: Complimentary valet service will be available.

4:45 – 5:15 p.m.
Registration & Networking

5:15 – 5:45 p.m.
Trends in Healthcare Industry Valuations and the Current Economic Outlook:
What Practitioners Need to Know

Presenter: Spencer Klein, Senior Portfolio Manager, MB Financial Bank

5:45 – 6:45 p.m.
Trends That Bankers and Accountants are Seeing in Private Practices
Moderator: Louis Weinzelbaum, Commercial Group President, Commercial Banking, MB Financial Bank
Panelists:

  • Strategies for Buying, Selling Out or Consolidating — Karen Andrews, Senior Vice President, Commercial Banking, MB Financial Bank
  • Practice Valuation — David Rogers, Director, Business Valuation & Litigation Support, ORBA
  • Best Practices for Maintaining an Independent Practice — Leanne Levy, Vice President, Commercial Banking, MB Financial Bank
  • Strategies for Minimizing Income Tax and Asset Protection — Greg Koelling, Director, ORBA

6:45 – 7:15 p.m.
Questions, Wrap-Up & Networking

Seats are limited. Please register on or before May 31, 2016.

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