Event Agenda
Thursday, October 23, 2025
Attendee Arrival and Check-In
3:00 p.m. – 5:00 p.m.
Conference Check-in and Welcome Happy Hour
5:30 p.m. – 7:00 p.m.
Special Surprise Guest
(Cocktails & heavy hors d’oeuvres)
Friday, October 24, 2025
Nashville Sunrise Walk & Network
6:30 a.m. – 7:15 a.m.
Kickstart your day with a refreshing and energizing 6 a.m. walk through the heart of downtown Nashville. This unique experience blends exercise, entertainment, and history as you explore the city’s iconic landmarks.
Guided by locals, you’ll hear stories about Nashville’s rich culture and musical roots, while enjoying the opportunity to network with fellow physicians in a relaxed, inspiring setting. Whether you’re a fitness enthusiast or just want to take in the sights, this sunrise walk is the perfect way to set a positive tone for your conference day.
Walk Leaders: Blake Wylie, CTO, MontecitoPLUS
Randy Horick, Director of Content Strategy, MontecitoPLUS
Conference Check-in and Breakfast
7:30 a.m. – 8:30 a.m.
Welcome Remarks by Montecito and Holland & Knight
8:30 a.m. – 8:45 a.m.
Speaker: Chip Conk, Co-Founder, MontecitoPLUS and CEO, Montecito Medical
Business Coach-led Group Exercise
8:45 a.m. – 9:15 a.m.
Rewriting the Rules: How Physicians Can Win in Today’s Market
9:15 a.m. – 10:30 a.m.
The traditional fee-for-service model is no longer enough. To thrive, independent physicians must break the status quo, rethink revenue streams, and forge strategic partnerships. In this dynamic discussion, you’ll hear from physicians who have successfully redefined their business models—leveraging private equity, value-based care, real estate, and innovative collaborations to drive profitability and long-term stability.
Walk away with actionable strategies to future-proof your practice and take control of your financial destiny.
Moderator: David Cook, MD, FAAFP, CEO of One Health
Break
10:30 a.m. – 10:45 a.m.
Beyond the Paycheck: Make Your Money Work for You
10:45 a.m. – 11:30 a.m.
Earning a great income isn’t enough—what you do with it determines your long-term financial security. This physician-led panel will break down key strategies for maximizing retirement benefits, managing practice equity, making smart private investments, optimizing taxes, and balancing risk vs. return.
Whether you’re early in your career or managing a growing portfolio, this session will help you think strategically about building, protecting, and sustaining wealth for yourself and your family.
Moderator: Bruce Cohen, MD, Foot & Ankle Specialist, OrthoCarolina
Keynote
11:30 a.m. – 12:15 p.m.
Speaker: Brian Ferguson, CEO, Arena Labs
A former Navy SEAL Officer and special operations leader, Brian Ferguson brings elite performance strategies from the military, sports, and creative worlds into healthcare through Arena Labs. His keynote will provide powerful insights on how physicians can build high-performing, resilient teams and thrive under pressure. Get ready for a session that challenges your mindset and equips you to lead with clarity and courage in today’s demanding healthcare environment.
Lunch
12:15 p.m. – 12:55 p.m.
Transition Break
12:55 p.m. – 1:10 p.m.
Breakout Session A
Real Estate as an Asset Class
1:10 p.m. – 1:55 p.m
For many physicians, real estate is more than just a place of practice; it’s a powerful wealth-building tool.
In this session, speakers will lead a deep dive into how physicians can strategically leverage real estate assets to unlock capital, increase yield, and invest in their practices. Learn how to navigate tax-efficient strategies, evaluate when to hold vs. sell, and optimize real estate investments to maximize long-term financial growth.
Speakers: Mitesh Kothari, MD, Clinical Advisory Board Member, Seed Healthcare
Mike Freiburg, SVP, Capital Markets, Montecito Medical
Breakout Session B:
The Insider’s Guide to Venture for Physicians
1:10 p.m. – 1:55 p.m
Participating in Venture opportunities offers physicians a unique opportunity to diversify wealth and fuel innovation—but how do you get involved? This session breaks down venture investing, creating your own startup, and other ways physicians can profit by working with private companies.
Our experts on both the clinical and funding side Venture Capital will share how physicians can get involved and walk through requirements, considerations, and best practices.
Speaker: Alison Curfman, MD, MBA, Founder and Principal Advisor, Alison Curfman MD LLC (Practicing Pediatrician and Founder of Imagination Pediatrics)
Break
1:55 p.m. – 2:10 p.m.
Breakout Session A
The Tax Playbook: Keep More of What You Earn
2:10 p.m. – 2:55 p.m.
Taxation is inevitable, but overpaying is not. This session goes beyond basic deductions to uncover sophisticated tax strategies tailored for high-earning physicians. Learn how to legally minimize tax liabilities, optimize deductions, and leverage tax-efficient investment and legal structures to build long-term wealth.
Our experts will break down actionable tactics that physicians can apply immediately to their 2025 tax returns and beyond. Whether you’re a W-2 employee or managing additional income streams, this session will help you navigate the complex tax landscape with confidence.
Sponsored by RSM
Breakout Session B
The Insurance Playbook: Striking the Balance Between Protection and Profit
2:10 p.m. – 2:55 p.m.
For high-net-worth physicians, insurance is more than just a safeguard, it’s a strategic tool for wealth preservation. But how do you strike the right balance between protecting your assets and avoiding unnecessary coverage that eats into your bottom line?
This session demystifies insurance planning by covering essential strategies for optimizing malpractice, disability, life, and asset protection coverage. Our experts will guide you through evaluating coverage needs at different career stages, identifying gaps, and ensuring your policies work for you—not against you. Walk away with actionable insights to fortify your financial security without overpaying for coverage you don’t need.
Break
2:55 p.m. – 3:15 p.m.
Healthcare Innovation & Physician Wealth: Turning Disruption into Opportunity
3:15 p.m. – 4:00 p.m.
The landscape of physician practice models is shifting dramatically. Today, only 22.4% of physicians remain independent, while 77.6% are employed by hospitals, corporate entities, or private equity-backed organizations. This transformation is driven by rising costs, declining reimbursements, policy changes, and rapidly evolving technology.
This session explores the latest innovations reshaping care delivery and how physicians can leverage these disruptions to maintain autonomy, increase revenue, and build long-term wealth. From venture investments and tech-driven efficiencies to strategic deal structures, attendees will gain actionable insights on positioning their practice for financial success in this challenging yet opportunity-rich environment.
Moderator: Jeff Patton, MD, CEO, OneOncology
Panelists: Ray Guzman, CEO, SwitchPoint Ventures, LLC
April Hansen, MSN, RN, CEO, Barton and Associates, Inc.
Break
4:00 p.m. – 4:15 p.m.
Marketing Medicine: How Smart Strategies Drive Patient Demand & Revenue
4:15 p.m. – 5:00 p.m.
Marketing is often an afterthought for physicians, but in today’s competitive healthcare landscape, a strategic approach is essential for both independent practices and employed physicians looking to grow.
This session will break down how highly targeted traditional and modern marketing techniques—like Google Business Profiles, proactive review management, and targeted patient acquisition—can ensure your schedule stays full, new services find the right patients, and your practice attracts an optimal payer mix.
Speaker: Steve Hendrick, CEO, Arrowlytics