2015 ANNUAL REPORT · Practice Management E-Toolkits E-toolkits are created for AAOE members of all...
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2015 ANNUAL REPORT
Transcript of 2015 ANNUAL REPORT · Practice Management E-Toolkits E-toolkits are created for AAOE members of all...
2015 ANNUAL REPORT
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2015 ANNUAL REPORT
2015 ANNUAL REPORT
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TABLE OF CONTENTS
President’s Letter 3
Membership Report 5
2015 Annual Conference Report 8
Treasurer’s Report 12
Independent Auditor’s Report 15
AAOE Government Affairs 16
Education Council 18
Strategic Plan Recap 19
Executive Director’s Look Ahead 25
Acknowledgements 28
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PRESIDENT’S LETTER Written by Jim P. Kidd, CMPE, AAOE President
As the American Association of Orthopaedic Executives finishes its 47th
year, I am grateful for the energy invested by the Board of Directors, staff,
and almost 100 volunteers who have served on our councils, committees, and
task forces. Without the involvement and talents of you, our members, AAOE
could not maintain the strong legacy and benefits created through education,
membership, advocacy, communication, benchmarking, and governance.
Our councils, committees and task forces worked to achieve the following
highlights from the past year:
EDUCATION
• Secured above budget sponsorships and sold 184 booths at the 2015
conference
• Welcomed 600 attendees to the Chicago conference - our highest attendance since 2007
• Planned, promoted, and launched two Issue Educator Programs - ICD-10 and CCJR webinar series,
with over 8000 registrations and new revenue of more than $50,000
• Secured sponsorships for each hosted webinar totaling $30,000 last year
MEMBERSHIP
• New member communication plan designed and launched
• Increased membership level to an all-time high of 1517 (year end 2015)
ADVOCACY
• Wrote and delivered six letters to Congress
• Wrote and delivered six letters to CMS
• Researched and developed a plan for the 501(c)(6) and associated implementation and
communication plan for members
• Conducted 19 action alerts for response and action by members
COMMUNICATION
• Launched new AAOE website New Member Benefits page
• Single sign-on implemented for webinars and Live Learning Center
• New online forms available to speakers, sponsors, and members
• Collected 19 articles written by AAOE members
• 2 member-written articles were published in AAOS Now
Jim P. Kidd, CMPE President
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PRESIDENT’S LETTER continued...
GOVERNANCE
• Developed and carried out the Strategic planning session
involving 46 leaders of AAOE
• Worked with state society leadership to create a checklist
for their activities in order to remain viable
• Developed a Volunteer Leader Manual for councils and
committees
It’s been a busy year for all of the leadership volunteers, our
Chief Executive Officer, Addy Kujawa, and all of our dedicated
AAOE staff members. Everyone has put in a significant amount
of time and effort to strengthen and improve the association’s
capabilities and improve member benefits to ensure growth
and success in the future.
Thank you.
Highlights
• Secured sponsorships for
each hosted webinar totaling
$30,000 last year
• Increased membership level
to an all-time high of 1517
(year end 2015)
• Conducted 19 action alerts
for response and action
by members
• Launched new AAOE website
• Developed and carried out
the Strategic planning
session involving 46 leaders
of AAOE
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MEMBERSHIP LETTER Written by Sam Santschi, JD
In 2015, AAOE welcomed some 300 new members and experienced very
strong renewals to end the year with 1,517 total members.
Our membership continues to expand and reflects growing diversity. AAOE
membership is actively marketed to managers as well as to the physician
and senior provider/manager level of orthopaedic and musculoskeletal
professionals.
Approximately 60 percent of members have individual memberships and the
other 40 percent are affiliated with multi-member organizations. More than
200 multi-member organizations were active in 2015.
We look forward to continuing to share the value of AAOE membership
Member Benefits
AAOE 46th Annual Conference
San Francisco June 9-12, 2016
More than 70 industry-specific educational sessions to support all levels of professional development
of members, as well as multiple opportunities to connect with peers to share experience. Significant
member savings on the only Annual Conference dedicated to Orthopaedic practice management.
Peer-to-Peer Online Membership Directory
Need a resource in your geographic area, with a comparable practice size, or with similar ancillaries?
Search the interactive peer database on a number of different statistics to find members you need to
connect with. Contact information is included in the database and readily available.
Orthopaedic Practice Benchmarking Survey and Report
Have the ability to compare your practice statistics with similar practices across the country, with yearly
updates. Members who participate by providing data in the survey receive free access to the interactive
reporting tool.
Webinars Free to Members
Enjoy meeting your educational needs right at your desk. If you have staff in your office that would
benefit from the current webinar topic, have them join you. There is no limit to the number of
Sam Santschi, JD President
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MEMBERSHIP LETTER continued...
attendees per location. All webinars are recorded and uploaded to the AAOE Live Learning Center
where members and nonmembers can access them anytime 24/7. Members will have free access;
nonmembers will pay $99 per webinar.
Practice Management E-Toolkits
E-toolkits are created for AAOE members of all practice sizes and types. Topic focuses are based on the
leading needs of the membership. Culled by member volunteers, these internet resources are vetted
to get the best for orthopaedic practice management. The e-Toolkits provide links to articles, podcasts,
websites, videos and webinars.
OrthoActivist - Legislative and Regulatory Update e-Newsletter
This monthly e-newsletter is dedicated specifically to federal and state legislative issues and legislation
affecting orthopaedics.
AAOE Listserv
Need an answer right now? The AAOE listserv is a real-time members-only networking tool where you
can ask questions and receive responses from peers on what you’re dealing with right now.
AAOE Leaders in Practice Success (ALPS) Mentoring Program
The ALPS Program unites experienced executives with new executives. Mentors provide guidance
and insight to assist mentees in their personal and professional growth, development and education.
Through the ALPS Program, members enhance their abilities and increase the skills necessary to
successfully conduct the day-to-day management of an orthopaedic practice.
Weekly e-Newsletter
This multi-media newsletter arrives in your inbox every Tuesday, providing aggregated industry
information and news. Get informed, participate in surveys, read the handy tips, and watch for pictures,
videos, and audio clips.
Advocacy Center and Advocacy Updates
Find timely information and tools to assist in getting involved.
Library
An online resource of useful documents, forms, and templates that you can customize for your practice.
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MEMBERSHIP LETTER continued...
Live Learning Center
Annual Conference sessions and our webinars are recorded and synced to the slides! They can be
viewed or downloaded 24/7 so you don’t miss any educational opportunities, can get a refresher on your
own time, or share important education with your staff. Webinars are always free to members; some
charges apply for conference content and series.
Career Center
List an open position or search listings. Single sign-on implemented for webinars and Live Learning
Center
• New online forms available to speakers, sponsors, and members
• Collected 19 articles written by AAOE members
• 2 member-written articles were published in AAOS Now
Total Membership
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2015 ANNUAL CONFERENCE REPORT Written by Kim Wishon, MBA, FACMPE, Chair, 2015 Annual Conference Committee
The 2015 AAOE Annual Conference prepared members for managing the
industry landscape and better positioned them to implement the ongoing
industry changes impacting their groups. The Annual Conference held in
Chicago, Illinois, saw the highest conference attendance since 2007, with 600
attendees, and the largest exhibitor showcase with over 150 vendors in more
than 180 booths. Additionally, sponsorships saw a large jump in support – an
almost 40% increase over the 2014 Annual Conference. Without our exhibitor
and sponsor support, AAOE would be unable to maintain our low registration
rates and we are most appreciative of their continued support.
Chicago’s keynote speakers included the incomparable, Jeffrey Tambor,
veteran of film, television, and Broadway. He is one of the most iconic and
respected character actors of his generation. One of his most notable roles was
as George Bluth, Sr., in Arrested Development. General session and lunch speaker, Jonathan Bush, CEO
and President of athenahealth, provided the playbook for “Doing the Right Thing”. His talk focused on his
call for a revolution in healthcare – one which gives patients more choice, power, and information, at far
lower prices. Noah Blumenthal, author of the nationally bestselling book, Be the Hero, was the closing
keynote speaker, and inspired members to overcome any adversity and perform at their best.
The social events provided several avenues for attendees to meet new members and get reacquainted
with old friends. With Chicago’s unique and wide-range of excellent dining options, members were
able to participate in a Dine Around, sampling appetizers, main course, and desserts from different
restaurants. The iconic Chicago House of Blues created a brand new experience for the opening
reception with three floors and two main stages featuring both blues and jazz.
Kim Wishon, MBA, FACMPE
Chair, 2015 Annual Conference Committee
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2015 ANNUAL CONFERENCE REPORT continued...
Sponsors
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2015 ANNUAL CONFERENCE REPORT continued...
Exhibitors
Advantage Telemessaging
Aegis Sciences Corporation
Aidarex
All-American Teleradiology
AllMeds
American Health Information Management Association
Ancillary Advantage
Ancillary Care Strategies
ApexNetwork Physical Therapy
athenahealth
ATI Physical Therapy
Automated Healthcare Solutions
Axelrod & Dean LLP
BACTES
BBL Medical Facilities
Bimini Platinum Care
Black ROCC
Block Imaging
Blue Belt Technologies
Blue Ridge Xray, Co
Bonafide
BREG, Inc.
BSN Medical, Inc.
Callpointe
Care Credit
ClaimRemedi
ClientTell
CMAC Capital
CME/1st-Dragon
CodeHERO
Coding Network (The)
Compression Solutions
Custom Medical Design Group
D1 Sports Medicine
Data File Technologies
Data Trace Publishing
Depuy Synthes
DeRoyal
DJO Global
DoctorsManagement, LLC
eClinicalWorks
Elite Medical Scribes
Entrada
Esaote North America
Expeditor Systems, Inc.
Exscribe, Inc.
Ferring Pharmeceuticals
First Source, Inc.
For[CME]
FreedomLink Rx
Frost-Arnett Company
FTGU Medical Consulting
Fujifilm
Fulcrum Strategies
FusionOne
GE Healthcare IT
Gensco Laboratories
Healthcare Compliance Pros, LLC
Healthcare Information Services, LLC
HealthiPass
HealthPort
Henry Schein Medical
Hitachi Medical Systems America, Inc.
Horton Group (The)
Ideal Protein of America
Implant Partners
Integrity Rehab Group
Intellisound, Inc.
JBJS
Jaxxon Promotions, Inc
Jopari Solutions, Inc
Keane Insurance Group (The)
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2015 ANNUAL CONFERENCE REPORT continued...
Exhibitors
KMMedical Software LTd
m-brace
McKesson
Mdnetsolutions
Marketware
Medical Protective
Medirevv
Meds Management Group
Medsafe
MEDSTRAT
MedTunnel LLC
Merge Healthcare
Metro Health Solution
Millennia Patient Services
MRO
My Doctors Choice
National Healthcareer Association
Neenan Company (The)
Netgain
NextGen Healthcare
NORCAL Mutual
Nuance Communications
One Medical Passport
Onrad
Origin Healthcare Solutions
Ortech Data Center
Orthoscan
Ossur Americas
Paramed Medical Systems
Patient Prompt
PCI - HealthDev
PD-RX Pharmaceuticals, Inc.
PerfectServe
Phoenix Ortho
Physicians Angels
Physicians Assistants in Orthopaedic Surgery
Physicians Rehab Solutions
Planmed, Inc.
POS - Professional Office Services
ProScan Reading Services
Pulse Systems, Inc.
Qgenda, Inc.
Quality Care Products
Quantum Medical Imaging
RadmediX
Radsource
Rayence Inc.
Revenue Recovery Corporation
RRS Release of Information Services
Rx Doctors Development
Samia Solutions
Samsung
ScribeAmerica
Secure Bill Pay
SecurityMetrics
Socius Marketing, Inc.
Solutions Team (The)
Somerset CPAs
SpineSearch
SRSsoft
SullivanLuallin Group
SurgiMate
Sweet Dreams Nurse Anesthesia
Systemedx, Inc.
TeleMed, Inc.
TeleVox
3tsystems
Townsend Design
Transdyne
TransPortal
TransWorld Systems, Inc.
Trellis
TriMed Tecnologies
TriZetto Provider Solutions
Varitronic
Venel
Viztek
Wellbe
White Plume
ZyDoc Transcription
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TREASURER’S REPORT Written by Ron Chorzewski, PT, MBA, 2015 Treasurer
I was once again honored to serve the organization as the treasurer for an
exciting year at the AAOE. I would like to commend the entire AAOE staff
and the leadership of Addy Kujawa, CAE as they have all worked diligently to
further our mission and numerous initiatives. In doing so, they have finished the
2015 year within 2% of the annual budget; a remarkable performance given
the growth of our advocacy, benchmarking, and conference efforts.
Here are some highlights of our financial performance in three different areas:
member services, annual conference, and the performance of our Short Term
Investment Funds. From a historical perspective, income from our annual
conference covers administrative losses with member services. This year was
no exception as our conference profit of $329,062 more than compensated for
our member services segment loss of $230,398.
In terms of our Short Term Investment Funds, we experienced a loss of $7,760 or 0.7% through 2015.
This was the result of disappointing market performance relative to our investment portfolio. We
finished the year with 55% of our investments in fixed income, 40% in equities, and 5% in cash/money
accounts.
It is worthy to mention that, according to the AAOE Financial Policies and Procedures, the organization
is expected to have funds equal to 50% of its annual budget in Short Term Investment Funds and 50%
of its annual budget in Operational Cash. This is an important point that speaks to why the organization
has significant monies in reserve. We finished 2015 with 48% of our annual budget of $1,913,181 in
Operational Reserves and 62% of our annual budget in our Short Term Investment Funds.
Lastly, I would like to commend AAOE President Jim Kidd, CMPE, Addy Kujawa, CAE, and the entire
board for their efforts to create a balanced budget for 2016 that allows the organization to continue to
grow. The future is bright for the AAOE.
Ron Chorzerski, PT, MBA
Treasurer
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TREASURER’S REPORT continued...
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TREASURER’S REPORT continued...
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INDEPENDENT AUDITOR’S REPORT
Please download the complete Independent Auditor’s Report here:
http://pwrnewmedia.com/2016/aaoe/2015_annual_report/downloads/2015AuditedFinancialStatemen
ts.pdf
2015 ANNUAL REPORT
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AAOE GOVERNMENT AFFAIRS Written by Paul Bruning, DHA
The AAOE Advocacy Council has been busy during 2015, providing
membership with valuable information regarding legislative and regulatory
occurrences. Brad Coffey (AAOE Governmental Affairs Manager) continues
to provide exceptional reviews and comprehensive analysis of legislative and
regulatory bills, rulings, and recommendations. Coffey Talk remains a weekly
staple for orthopaedic executives interested in governmental activity.
This year also saw a change in The OrthoActivist publisher. Doctors
Management provides content excellence monthly and delivers a visually
compelling product. Ron O’Neil leads the group of editors in providing subject
matter excellence to insure members receive relevant and well written articles.
Joel James has been instrumental in staying on top
of legislation under review in Congress. His expertise
and connections have helped AAOE stay in front of
bills that may influence the practice of musculoskeletal
care. Along with Brad, Joel has helped author several
letters to Congress and initiated several action alerts
to comment on IOAS, MU, CJR, and several other
issues that continue to be monitored.
Mike Doyle has been a critical addition to the
Advocacy Council. His knowledge of regulatory rules
have added to the skills of the Advocacy Council. He
has also brought new blood and vision as part of a
hospital based orthopedic group.
The entire council has provided valuable time,
commitment, and knowledge to benefit and enhance
orthopaedic administrative practice. Their efforts
are greatly appreciated and important to the future
success of the AAOE and musculoskeletal practice.
Paul Bruning, DHA Advocacy Council,
Chair
Highlights
• The OrthoActivist is now published
by Doctors Management providing
subject matter excellence to insure
members receive relevant and well
written articles.
• We initiated several action alerts
to comment on IOAS, MU, CJR, and
several other issues that continue to
be monitored.
• Development of the American
Alliance of Orthopedic Executives -
501(c) (6).
• Finalized five strategy principles
that guide future efforts of
AAOE Advocacy.
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AAOE GOVERNMENT AFFAIRS continued...
Other significant milestones met in 2015 include:
• Quality Reporting Research, Whitepaper, and Recommendations to CMS;
• Development of the American Alliance of Orthopedic Executives - 501(c) (6);
• Finalized five strategy principles that guide future efforts of AAOE Advocacy;
• Increased grassroots participation in Council action alerts:
* Advocates taking action in 2014 = 2,403
* Advocates taking action in 2015 = 3,527
Please recognize the members of the Advocacy Council for their dedication and hard work on behalf of
the AAOE membership:
Kathy Ackerman
Michael Berkowitz
Michael Doyle
Joseph Mathews
Don Schreiner
The AAOE is poised to be a major player in governmental affairs in Washington DC with the
development of the 501(c) (6) and the leadership of Brad Coffey and incoming Chair – Joel James.
It has been a true pleasure serving the AAOE as the Advocacy Council - Chair. Brad and the Council team
have made the journey easy and enjoyable. I look forward to continuing to serve AAOE members on the
AAOE Board of Directors.
Jennifer Ale-Ebrahim
Michael Brohawn
Joel James
Ron O’Neal
Brad Coffey
Alexis Bergeson
Tracey Burchell
Marc Katzin
Karen Simonton
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EDUCATION COUNCIL Written by Jeanetta Lawrence, MBA, FACMPE, CPC, CPMA, CMRS
For the Education Council, 2015 was an exciting year. We worked hard to
incorporate education, tools, and resources not just for CEOs and senior
management, but that provided information and choices for our mid-level
managers and staff, as well as our physician members. To assist with physician
education, we welcomed an orthopaedic surgeon to the council for the first
time. We partnered with DoctorsManagement and AAOE organization
member, Signature Medical Group to offer two hot topic series:
• ICD-10: this webinar series included a 10-part series for administrative
staff as well as a 10-part series geared specifically to orthopaedic surgeons.
• CJR: this webinar series included a 3-part series on CJR and its impact
on members.
For our sponsors, we offered a new opportunity, a 3-part
webinar sponsorship, which provided more exposure
and value for a reduced rate. Our sponsors are a key
part of the online education program – they’re the only
reason we can offer so many webinar topics at no cost
to our members. I’d like to thank our sponsors, and also
our council members that worked diligently all year to
partner with their vendors to support our education.
AAOE staff ensured that the webinars were approved
for CEUs, resulting in an educational lineup of over 20
CEUs at no cost to AAOE members that could be earned
by members and also their staff. Overall, the council
provided over 40 webinars in 2015, with almost 8,000
registrations (not unique, but as a combined total), and
double the sponsorship/registration revenue of 2014.
See the Webinar Calendar.
Learn about Sponsorship Opportunities.
Jeanetta Lawrence, MBA, FACMPE, CPC,
CPMA, CMRS Education Council,
Chair
Highlights
• Educational lineup of over
20 CEUs at no cost to
AAOE members
• The council provided over
40 webinars in 2015, with almost
8,000 registrations
• A new opportunity, a 3-part
webinar sponsorship, which
provided more exposure and
value for a reduced rate
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STRATEGIC PLAN RECAP
OBJECTIVE 1
Advancing Advocacy.
• What is the goal or expectation? How do we define success?
* Office in DC under a 501(c)(6) status with fulltime staff person.
* Influence legislative and regulatory members on current and future healthcare policy.
* Engage members of the AAOE to actively participate in advancing policy priorities of the
organization through education and provision of timely data, analytics, and policy analysis.
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STRATEGIC PLAN RECAP continued...
OBJECTIVE 2
Development of an Analytics and Research Department.
• What is the goal or expectation? How do we define success?
* Create a repository of data (clinical, financial, and operational) to be used by members for
identifying and reporting:
* Quality Outcomes
* Bundled Payment Contract Negotiating
* Financial Benchmarking
* Operational Flow
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STRATEGIC PLAN RECAP continued...
OBJECTIVE 3
Expand Membership through Focused Recruitment (Physicians, ASCs, Hospitals, Universities, Mid-
Level Managers, Other Musculoskeletal Specialties).
• What is the goal or expectation? How do we define success?
* Assist current membership in advocating for additional members
* Staged conference track scheduling for doctors, clinical staff, etc.
* Specific webinars for members in the different groups/categories
* MGI and Membership Council have clarified roles to maximize efforts
* Articles have been published in appropriate venues affecting different groups
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STRATEGIC PLAN RECAP continued...
OBJECTIVE 4
Staff Certification Programs (for staff of AAOE members).
• What is the goal or expectation? How do we define success?
* Develop programs to help staff, providers, and management develop skills they need to enhance
their job performance.
* Cast Application and Removal
* Coding and Billing
* Customer Service
* Compliance Training
* OSHA Training
* Technology (MU, PQRS, Reporting Requirements (Security Assessment))
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STRATEGIC PLAN RECAP continued...
OBJECTIVE 5
AAOE Consulting Service.
• What is the goal or expectation? How do we define success?
* High value product for AAOE members.
* Balance existing vendor/consultant relationships.
* Knowledge transfer – non-threatening to all our members making experts out of all
of our members.
* Upside for AAOE/revenue or prestige.
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STRATEGIC PLAN RECAP continued...
OBJECTIVE 6
Governance and Structure Committee to increase engagement and effectiveness of AAOE board,
councils, and committees.
• What is the goal or expectation? How do we define success?
* Accountability through defined and measured goals
* Meeting minutes posted to AAOE website monthly
* Annual review of board, council, and committee effectiveness
* Annual task force for the changing healthcare environment
* Defined governance policy
* Defined position descriptions
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EXECUTIVE DIRECTOR’S LOOK AHEAD Written by Addy M. Kujawa, CAE, Chief Executive Officer
The future is very bright as AAOE continues to grow and add value to
membership with new and exciting offerings that complement the already
solid foundation of core products and services. The strategic plan outlines our
trajectory and I’m going to build on that a bit so you can see where we expect to
be within that plan by year end.
Advocacy: By the end of 2016, all work is planned to be completed for
adding the 501(c)6 organization, the American Alliance of Orthopaedic
Executives. We’ve held four webinar town halls at different times of the day
to accommodate your busy schedules, and have the recordings posted to our
website for reference. The communications plan will be complete and bylaws
will have been voted on at the AAOE Annual Conference. If all goes according to plan, your membership
renewal notice in October will come from the new organization and that organization will be official by
January 1, 2017.
Data Analytics: By the end of 2016, the Benchmarking Survey will include trending data, enhanced
reports based on member feedback, and a plan to expand how AAOE supports its members with data.
We’re looking at education about why surveys are important, how to gather the right information,
understanding the survey(s), and most importantly, how to use them. We’ve all heard the phrase, “data
is king”, and we’re going to be sure the orthopaedic community has the data it needs for orthopaedic
surgeons to practice the way they want to practice (independent, multi-specialty, academic, hospital),
and to work toward reducing the administrative burden on practice executives.
Membership: To help spread the word about AAOE and increase the membership, the Membership
Council and the State Societies Committee are discussing ways to partner. The goal is to bring value to
both state and national members, while helping to grow the memberships of all involved.
Education: The Education Council is already working on plans for a few different webinar series,
including a practice management 101 webinar program. A core curriculum is also being discussed and
will be fully developed in the next year or two. This core curriculum will drive all of AAOE’s educational
programming so we can ensure consistency, quality, timeliness, and the depth and breadth needed by
members. This focus will ensure we are providing education to all member types and levels.
Staff Certification: The Committee is already hard at work on the casting program, adding a Subject
Matter Experts Task Force to develop a quality education program that is broadly endorsed by
Addy M. Kujawa, CAE Chief Executive Officer
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EXECUTIVE DIRECTOR’S LOOK AHEAD continued... The future is very bright as AAOE continues to grow and add value to membership with new and exciting
offerings that complement the already solid foundation of core products and services. The strategic plan
outlines our trajectory and I’m going to build on that a bit so you can see where we expect to be within
that plan by year end.
Advocacy: By the end of 2016, all work is planned to be completed for adding the 501(c)6 organization,
the American Alliance of Orthopaedic Executives. We’ve held four webinar town halls at different times
of the day to accommodate your busy schedules, and have the recordings posted to our website for
reference. The communications plan will be complete and bylaws will have been voted on at the AAOE
Annual Conference. If all goes according to plan, your membership renewal notice in October will come
from the new organization and that organization will be official by January 1, 2017.
Data Analytics: By the end of 2016, the Benchmarking Survey will include trending data, enhanced
reports based on member feedback, and a plan to expand how AAOE supports its members with data.
We’re looking at education about why surveys are important, how to gather the right information,
understanding the survey(s), and most importantly, how to use them. We’ve all heard the phrase, “data
is king”, and we’re going to be sure the orthopaedic community has the data it needs for orthopaedic
surgeons to practice the way they want to practice (independent, multi-specialty, academic, hospital),
and to work toward reducing the administrative burden on practice executives.
Membership: To help spread the word about AAOE and increase the membership, the Membership
Council and the State Societies Committee are discussing ways to partner. The goal is to bring value to
both state and national members, while helping to grow the memberships of all involved.
Education: The Education Council is already working on plans for a few different webinar series,
including a practice management 101 webinar program. A core curriculum is also being discussed and
will be fully developed in the next year or two. This core curriculum will drive all of AAOE’s educational
programming so we can ensure consistency, quality, timeliness, and the depth and breadth needed by
members. This focus will ensure we are providing education to all member types and levels.
Staff Certification:
Structure and Governance: The Structure and Governance Task Force will have completed its work
by the end of 2016, ensuring the new strategic initiatives are reflected in AAOE’s governance.
Both member volunteers and staff are working to amplify the experience of serving on a council
or committee with AAOE, as well as increasing the value of the work being accomplished by those
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EXECUTIVE DIRECTOR’S LOOK AHEAD continued... Structure and Governance: The Structure and Governance Task Force will have completed its work
by the end of 2016, ensuring the new strategic initiatives are reflected in AAOE’s governance. Both
member volunteers and staff are working to amplify the experience of serving on a council or committee
with AAOE, as well as increasing the value of the work being accomplished by those groups.
I hope you share in my excitement about the future of AAOE and I encourage you to volunteer on a
council, a committee, or perhaps take on a project that sounds exciting to you. Remember that AAOE is
YOUR association. Get involved; be a part of shaping the future!
I want to hear from you! Contact me directly via phone, 317-749-0625, or email, [email protected],
with thoughts, questions, concerns, topics of interest, and fresh ideas.
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ACKNOWLEDGEMENTS
Professional Management Staff
Addy M. Kujawa, CAE, Chief Executive Officer
Direct: 317-749-0625
Cell: 847-624-2339
Vicki S. Effland, PhD, Informatics Director
Direct: 317-749-0626
Jill A. Curtis, CAE, Membership and Marketing Director
Direct: 317-749-0627
Bradley Coffey, MA, Government Affairs Manager Direct: 317-472-2546
Jared Crabtree, MA, Education Manager
Direct: 317-749-0628
Paige Walburn, Industry Relations Coordinator
Direct: 317-749-0632
Jenny Greene, CMA, Administrative Coordinator Direct: 317-749-0633
Alyssa DelPrete, Communications Coordinator
Direct: 317-749-0631
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ACKNOWLEDGEMENTS continued...
Council and Committee Accomplishments
Membership Council
• 1571 members as of December 31, 2015.
• Welcomed the new AAOE Director of Membership and Marketing, Jill Curtis, CAE!
• Provided three articles for the eNewsletter.
• Provided article for AAOS NOW on AAOE membership benefits.
• Developed partnership with State Societies to promote a “State Network” to promote state societies, advocacy
and membership growth.
Advocacy Council
• Quality Reporting Research, Whitepaper, and
• Recommendations to CMS.
• Development of the American Alliance of Orthopedic
• Executives and the 501(c)(6) status work.
• Finalizing five strategy principles that guide future efforts involving AAOE Advocacy.
State Societies Committee
• Increased engagement with state societies. (Quarterly conference calls)
• Completed two assessment tools to help state societies conform to association best practices and provide a
small annual benchmarking report.
• The Committee narrowed its focus to providing services and support to state societies and engage these state
societies in a reciprocating relationship. Our focus has been membership and advocacy development at the
state-level to encourage membership in the national organization.
Education Council
• Council continues to manage the Tool Kit to provide peer-vetted tools and resources to members
each month.
• The webinar calendar was over 90% full by March 2016.
• Council is working on expanding education to include office staff.
• Webinar costs have been fully covered by sponsors allowing members to receive non-series
education for free.
Industry Relations Council
• Worked side-by-side with the AAOE Annual Conference Committee to plan the 2015 and
2016 Annual Conferences.
• Vetted exhibitor, sponsor, and advertising opportunities presented by AAOE to ensure vendor buy-in to keep
costs low for AAOE members
2015 ANNUAL REPORT
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ACKNOWLEDGEMENTS continued...
Council and Committee Accomplishments
Benchmarking Council
• Council was instrumental in assisting with the hire of an Informatics Director.
• Council developed core reports to allow members to easily see the most important data points for orthopaedic
practices to consider when working with the benchmarking data.
• Participation has met and exceeded the participation rate of the 2015 survey year
Consulting Services Committee
• Researching the creation of a consulting services arm to provide a high value product for
members of AAOE.
ALPS Council
• Developed the Knowledge Bank to be held during the 2016 Annual Conference.
• Created a new communications plan for ALPS mentor program.
Advancing Advocacy Committee
• Researched and recommended the creation of a 501(c)(6) organization to support expanded lobbying
in Washington, DC.
Marketing & Communications Council
Social media engagement:
• Facebook: 516 likes
• Twitter: 1,229 followers
• LinkedIn: 1,770 members
3 member-written articles published in AAOS Now.
• Average Weekly eNewsletter Stats
• Open rate: 56%
• Click rate: 19%
Annual Conference Committee
• Attendance was the highest since the 2007 Annual
• Conference, with 600 attendees.
• First time Welcome Center or area for new members and attendees to gather and get information about AAOE,
the conference, and meet peers.
• Exceeded budgeted expectations without compromising excellence.
2015 ANNUAL REPORT
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ACKNOWLEDGEMENTS continued...
Council and Committee Accomplishments
Staff Certification Committee
• The Committee has voted to move forward with a certificate training course, in order to initiate procedures
(manuals, testing, skills sign-off, etc.) and identify market demand, before moving onto a more-thorough national
certification process.
• The Committee has selected cast application / removal as the subject of the first certificate program, and subject
matter experts have been identified and meetings are being held weekly to create manual for learning purposes
(Draft manual completed May 2016).
• The Committee is currently investigating possibilities for partnerships for the certificate program,
or endorsements from other professional organizations, which would give instant credibility to the
certificate program.
• Depending on demand and further analysis, the Committee would recommend moving forward with a
certification process and making the casting certificate a piece of that overall certification.
Structure & Governance Committee
• Developed an annual volunteer program.
• Streamlined the organizational structure of councils and committees.
2015 ANNUAL REPORT
32
ACKNOWLEDGEMENTS continued...
2015 - 2016 AAOE Volunteers
AAOE Councils, Committees, and Task Forces have been hard at work throughout the year to bring members the
best information, resources, and education possible. These volunteers participate in conference calls, meetings,
and spend personal time working on AAOE projects. These leaders represent practices that range in size and have
a wide variety of experience, creating the perfect blend for representing the AAOE membership.
Thank you all for your hard work and dedication!
Advancing Advocacy Task Force
Donald A. Schreiner, MBA, Champion
Paul Bruning, DHA, ATC
Mike Butler
Joel James
Eric Worthan
Advocacy Council
Paul Bruning, DHA, ATC, Chair
Kathy Ackerman
Jennifer Ale-Ebrahim, MHA
Alexis Bergeson
Michael Berkowitz
Michael Brohawn, FACMPE
Tracey Burchell, CAPPM, CPC
Michael Doyle, MBA, ATC
Joel James
Mark Katzin, CPA
Joseph Matthews, PT, DPT, CSCS
Dick Nelson
Ronald O’Neal, MPH, FACHE
Jessica Pittman
Karen Simonton, CPA
Donald A. Schreiner, MBA, Board Liaison
ALPS Committee
Quinten Davis, MBA, Chair
Shawna Bailey, CMPE, CPC
Michaele Morrison, MBA, CMPE
Sheryl Toburen, CRNFA
Brian Bizub, BSHA, Board Liaison
Annual Conference Committee
Patricia L. Brewster, MHA, FACMPE, Chair
John Powell, MD, Physician Course Co-Director
Anthony Sorkin, MD, Physician Course Co-Director
Lee Ann Ackerman, CMPE
Suzann Crowder, MBA, CMPE
David Fitzgerald, MBA
George Hernandez
John Marshall, MBA, MS
Joseph Matthews, PT, DPT, CSCS
Marsha Pinat, CMPE
Jill Yates, RN, ONC, CPC
Jim Kidd, CMPE, President
Kitchi Joyce, Board Liaison
Audit Committee
Christine Moss, Chair
Stacey Halverson, CPA
Jeffrey Smith, CPA, MBA
Ron Chorzewski, MBA, PT, Treasurer
Benchmarking Council
Chad Sackman, RN, MBA, Chair
David Batulis, MHA
Chris Greenman, MBA / MHA, CMPE
Meredith Robicheaux, RHIA
Barbara Sack, MSHA, CMPE
Ronald Whiting, CPA
Jan Vest, MBA, Board Liaison
2015 ANNUAL REPORT
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ACKNOWLEDGEMENTS continued...
2015 - 2016 AAOE Volunteers
Consulting Services Committee
Kalen Privatsky, MBA, CMPE, Chair
Steve Fiore, MBA, FACMPE
Jason McCormick, MHA
Steve Nelson
Barbara Sack, MSHA, CMPE
Sami Spencer, FACMPE, CMM
George Trantow, FACHE, CMPE, Board Liaison
Data Analytics and Research Committee
Jan Vest, MBA, Champion
Terry Anderson
Melody Blauser, MBA
Steve Nelson
Marshall O’Dowd, CPA
Scott Paneitz
Education Council
Jeanetta Lawrence, MBA, FACMPE, CPC, CMPA,
CMRS, Chair
Jennifer Boyer
Jim Carr, MS, LAT, ATC
Denise Dula, CPC, COSC
Jerald Forrester, MBA, FACMPE
Robin Green, MBA
Jason McCormick, MHA
Debi Mitchell, RN, BSN, MBA
Stephanie Swan, CMPE, CPC
Thomas (Quin)
Throckmorton, MD
Rebecca Dean, FACMPE, MA, Board Liaison
Legacy Task Force
Mary O’Brien, MBA, CMPE, Chair
Steve Fiore, MBA, FACMPE
Todd Laytham, MBA, CPA
Patrick Page
Timothy Pella, CMPE
William Pupkis, CMPE
Thomas Wolfe, FACMPE, CASC, CPA
Jana Foor, Membership Council Liaison
Karen Sollar, CMPE,
Board Liaison
Jim Kidd, CMPE, President
Library Task Force
Jason McCormick, MHA, Chair
Judith Basile, MSM, FACMPE
Diane Hubisz, MBA
James Nelson, MSAT, ATC, LAT, CSCS
Sami Spencer, FACMPE, CMM
Marketing and Communications Council
William Pupkis, CMPE, Chair
Jerald Forrester, MBA, FACMPE
Chad Gilbert
Stephen Maddock
Jeanie Neumeyer, MBA, MSA
John Marshall, MBA, MS
Sheila Tally
Dennis Viellieu, CPA, CMPE
Rebecca Dean, FACMPE, MA, Board Liaison
2015 ANNUAL REPORT
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ACKNOWLEDGEMENTS continued...
2015 - 2016 AAOE Volunteers
Membership Council
Francis “Sam” Santschi, JD, Chair
Jana Foor
Craig Henry, MHA
Marian McCann, RN, BSN, MBA, CNOR
Andrea Nelson, MBA, ATC
Cindy Race, ATC, CWCP
Jeffrey Smith, CPA, MBA
Karen Sollar, CMPE, Board Liaison
Staff Certification Committee
Jason McCormick, MHA, Chair
David Bereson
Bart Folse
Jonathan Lukas, MS, ATC, OTC, COSC
Mark Miller
Jack Morana, DHA, MS, MSHA, FACHE
Leigha Silvestro, CCMA
Tammie Simao, CMPE
Kathleen Snelgrove, OTR / L, CHT
Chris Studinger
Jake Thielen
Ron Chorzewski, MBA, PT, Board Liaison
State Societies Committee
Karen Simonton, CPA, Chair
Kathy Ackerman
David Bereson
Alexis Bergeson
Tracy Burchell, CAPPM, CPC
Debbie Cohen
Joel James
Colleen Kinlund
Megan O’Hara
Chuck Stillwaggon
Kitchi Joyce, Board Liaison
Structure & Governance Task Force
Brian Bizub, BSHA, Champion
Jennifer Davison, BHA, CMPE
Timothy Pella, CMPE
David Schlactus, MBA, CMPE
Jim Kidd, CMPE, President
Industry Relations Committee
Sean M. Weiss, Chair, DoctorsManagement, LLC
Eric Christensen,
Healthcare Compliance Pros
Tony Edwards, Venel
Hillary Hellman,
Ancillary Care Strategies
Hollie Houghtaling, 3t Systems
Shari Matkin, Breg
Susan Sumner,
Nuance Communications
