Speaker, “Healthcare Merger & Acquisition Activity,” The Healthcare Roundtable General Counsel meeting, La Jolla, CA, March 2012.
Speaker, “Sustaining the Organization in Challenging Times,” American Health Lawyers Association, 2009 Annual Meeting.
Speaker, “Tax-Exempt Healthcare Providers Under Siege,” California Health Facilities Financing Authority, 2006 Annual Program Berkeley, January 2006.
Speaker, “Physicians as Hospital Owners/Operators,” California Society for Healthcare Attorneys, 2005 Fall Seminar, Los Angeles, November, 2005.
Speaker, “Hospital Mergers, Virtual Mergers & Consolidations,” The Governance Institute, Leadership Conference for Physicians, Trustees & Executives, San Francisco, September, 1998.
Panelist, “Mergers, Virtual Mergers and Consolidations; Hot Business and Transactional Issues,” American Health Lawyers Association, Annual Meeting, San Diego, June, 1998.
Speaker, “Practice Valuation and Physician Compensation: Overpayment Myth and Reality,” American Health Lawyers Association, Nashville, April 1998.
Speaker, “Non Profit and For-Profit Affiliations: Conversion/Acquisition/Joint Ventures,” American Bar Association, Healthcare Mergers and Acquisitions, New Orleans, October 1997.
Panelist, “Hospital Mergers, Virtual Mergers & Consolidation: Hot Business, Transactional and Antitrust Issues,” American Academy of Healthcare Attorneys - Annual Conference, Toronto, June, 1997.
Speaker, “Demystifying New Types & Structures of PPM Frameworks,” Consolidating, Regulating & Supervising The Physician Practice Management Sector, San Francisco, June 1997.
Program Chair, Consolidating, Regulating & Supervising The Physician Practice Management Sector, New York, May 1997.
Program Chair, “Key Deal Points and Organization,” American Academy of Healthcare Attorneys - Mergers and Acquisitions in Healthcare, Chicago, IL, November 1996.
Program Co-Chair, “Demystifying the Framework of PPM’s: Understanding the History, Types & Structures,” Management Circle - Consolidating & Managing The Physician Practice Management Industry, San Francisco, CA, September 1996.
Speaker, “Critical Analysis of Appraisals: Reviewing Valuation Reports for the Purchase of a Physician’s Practice,” American Academy of Healthcare Attorneys - Exploring New Territory: Financial and Operational Challenges of IDS, Tempe, Arizona, February 1996.
Panelist, “The Formation of Integrated Delivery Systems,” American Academy of Healthcare Attorneys Twenty Eighth Annual Meeting, Boston, June 1995.
Moderator, “Negotiating Hospital-Physician Integration - Troubleshooting and Views from the Trenches,” American Academy of Hospital Attorneys Eleventh Annual Tax Institute, two discussions regarding integrated delivery systems, Hilton Head, SC, April 1995.
Panel Chair, “Tax Aspects of Physician Practice Acquisitions,” American Academy of Hospital Attorneys, February 1995.
Program Chair & Co-Presenter, “Allocating and Managing Debt in a Multi-Institutional System,” American Academy of Hospital Attorneys Sixth Annual Health Care Finance Institute, New York, October 1994.
Speaker, “Mergers,” American Academy of Hospital Attorneys Annual Meeting, San Francisco, June, 1994.
Speaker, “Building the Provider Network from Conception to Application - Workshop on Legal Issues,” Center for Health Services Management Research, University of La Verne (California) conference, Rancho Mirage, March 1994.
Speaker, “The Accountable Health Plan - Whose Domain?” American Academy of Hospital Attorneys, Legal Issues and Planning Strategies for Hospital/Physician Relationships, Phoenix, February 1994.
Speaker, “How to Structure and Capitalize Practice Acquisitions, MSOs, PHOs, and Joint Ventures between Hospitals, Healthcare Systems and Behavioral Group Practices,” The National Dialogue Conference on Mental Health Benefits and Practice in the Era of Managed Care, San Francisco, September 1993.
Speaker, “Tax Exempt Financing Strategies,” American Academy of Hospital Attorneys, 26th Annual Meeting, Washington, D.C., July 1993.
Speaker, “Documenting Community Need,” American Academy of Hospital Attorneys, Legal Issues and Planning Strategies for Hospital/Physician Relationships, St. Petersburg, Florida, February 1993.
Speaker, “Catholic and Non-Catholic Hospital Affiliation Forms,” Association of Catholic Health System In-House Counsel, San Francisco, 1991.
Speaker, “Master Indentures, Obligated Groups and Other Financing Approaches of Multi-Hospital Systems,” Healthcare Financial Management Association, Third Annual Healthcare Finance Institute, San Francisco, 1991.
Panelist, “Healthcare in the ‘90s and Current Economic and Regulatory Issues,” HealthWeek/Andersen Consulting Seminar, Antitrust issues Panel (with representatives from the Federal Trade Commission and the Department of Justice), Chicago, 1991.
Speaker, “Hospitals and Physicians Under the New Safe Harbor and Stark Rules,” Joint Presentation with Arthur Andersen & Co., San Francisco, 1991.
Speaker, “Antitrust Update,” National Health Lawyers Association, Health Law Update and Annual Meeting, Chicago, 1991.
Speaker, “Trends in Antitrust Healthcare,” American Bar Association, Forum on Healthcare Law, Concurrent Workshop on Mergers, Washington, D.C. 1990.
Speaker, “Effect of Medicare Safe Harbor Rules and Stark Bill on Hospital-Physician Business Enterprises,” Association of Catholic Health System In-House Counsel, Costa Mesa, 1989.
Panelist, “Diversification in Health Care,” Program on Health System Merger, Los Angeles, 1987.
Speaker, “Joint Venture and Affiliation Strategy,” Hospital Financial Management Association, Ohio Chapter, 1986.
Speaker, “Joint Ventures,” Southern California Hospital Planning and Marketing Association, Los Angeles, 1984.
Multiple speaking engagements regarding Medicare and Medi-Cal payment, data processing and administrative law issues for the Hospital Financial Management Association, Northern California Chapter, 1981-1988.
Hospital and health system board retreats, multiple presentations, 1982-present.