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Richard J. Botelho, M.D.

Professor of Family Medicine Director of the Fellowship Training Program

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Education and qualifications .................................................................................................................................................3 Sabbaticals ...........................................................................................................................................................................3 Postdoctoral Training............................................................................................................................................................4 Faculty Appointments...........................................................................................................................................................4 Past Employment Record......................................................................................................................................................5 Research and Educational Grant Experience..........................................................................................................................5 Current Academic Activities.................................................................................................................................................6 Publications..........................................................................................................................................................................6 Teaching Awards and Honors ...............................................................................................................................................9 Journal Reviewer..................................................................................................................................................................9 Consultant Experience ........................................................................................................................................................10 Presentations at Major International and National Professional Meetings.............................................................................10 Educational Responsibilities ...............................................................................................................................................21 Administrative Appointments and Responsibilities..............................................................................................................22 Membership in Academic and Professional Organizations...................................................................................................23

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June 11, 2004 CURRICULUM VITAE Richard J. Botelho, M.D. Professor of Family Medicine and Nursing Director of the Fellowship Training Program 1989-present Co-Director of Graduate Education (Residency) 1985-1993 Avid Squash Player 1975 - present Family: Married to Eve (Fiber Artist and Textile Designer; specializing in embroidery)

Daughters: Anna, adopted from Korea (dob 6/16/85), and Sara (dob 3/16/87) Home: 85 Eastland Avenue

Rochester, New York 14618 (585) 442-6114 Office: Department of Family Medicine

885 South Avenue Rochester, New York 14620-2399 Ph: (585) 442-7470 Fax: (585) 442-8319

Birthdate: March 25, 1953 Birthplace: Kansas City, Missouri New York State License No. 151813, 1982-present Education and Qualifications

Degree/Qualification Year American Board of Family Practice Board Certified; ID No. 67581 1990 Membership of the Royal College of General Practice (England) M.R.C.G.P. 1981 Nottingham Medical School (England) B.M.B.S. 1977 Nottingham Medical School (England) B.Med.Sci. 1975 Sabbaticals 1992-1994 (6 months) and 2002-2003 Rochester, New York with multiple visits abroad. Developing online learning programs for Motivational Practice July 2002-June 2003 Visiting Professor to the Department of Community and Family Medicine and to the National Drug and Alcohol Research Center in Sydney, Australia January-April Worked with Dr. Robyn Richmond at the Lifestyle Unit 1994 Visited University of Albuquerque, NM Worked with Dr. William Miller to study Motivational Interviewing October 1993 Visited The Addiction Research Foundation in Toronto Worked with Drs. Martha Sanchez Craig, Mark and Linda Sobell to study brief interventions for alcohol problems June 1993 Visited St. Mary's, St. George's, Nottingham and Sheffield Medical Schools in England October 1992

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Past Employment Record General Practice locum 1/82-6/82 Psychiatry Training, Senior House Officer 7/81-12/81 General Practice (12 months) and Geriatrics (6 months) 1/80-6/81 (Nottingham Vocational Training Scheme for General Practice) SHO Accidents/Emergency Department, Brighton England 7/79-12/79 SHO Obstetrics Royal Sussex County Hospital, Brighton England 1/79-6/79 SHO Pediatrics Southull Hospital, Birmingham England 7/78-12/79 Medical/Surgical Internship City Hospital, Nottingham England 7/77-6/78

Research and Educational Grant Experience

Robert Wood Johnson Foundation Grant on Behavior Change In Primary Care 2002-2004 Working with 2 Research Networks $250,000 ìMotivate Healthy Habits (MHH) Online Project: Helping Ourselves and Our Patientsî 2002 Mannix Award; Medical, Educational and Scientific Foundation of New York, Inc. $50,000 Faculty Development in Family Medicine. Department of Health and Human Services; 2001-2004 Public Health Service Grant $827,000 Community-Based Quality Improvement Education Grant (CBQIE), sponsored by 1997-1999 Health Resources and Services Administrations Bureau of Health Professions Faculty Development in Family Medicine. Department of Health and Human Services; 1998-2001 Public Health Service Grant $790,000 Faculty Development in Family Medicine. Department of Health and Human Services; 1995-1998 Public Health Service Grant $685,000 Faculty Development in Family Medicine. Department of Health and Human Services; 1992-1995 Public Health Service Grant $620,000 Faculty Development in Family Medicine. Department of Health and Human Services; 1989-1992 Public Health Service Grant $445,000 Blue Cross/Blue Shield Health Services Grant. "Research/Evaluation of Respite Care 1988-1990 for Alzheimerís Patients: A Pilot Study." Co-Investigator with Cleve Shields, PhD $40,000 Residency Training Grant; Geriatric Component, Department of Health and Human Services; 1986-1989 Public Health Service Grant $110,000 A CME Demonstration Project: A Family-Centered Approach to Medical Care in a 1986 Balint-Style Group (Approved for 36 hours of AAFP Elective Credit) $6,400 New York State Academy of Family Practice; Research and Education Foundation

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Current Academic Activities

Articles-in-progress Motivational Practice Article Series Botelho RJ, Expert Systems for Motivating Health Behavior Change: 1. Methods, Applications and Outcome Studies; 2. Assessing the Prospects of Dissemination." Botelho RJ, Velicer W.

Publications Books published ìMotivational Practice: Promoting Healthy Habits and Self-care of Chronic Diseasesî MHH Publications. 2004. ìMotivate Healthy Habits: Stepping Stones to Lasting Changeî MHH Publications. 2004. ìMy Healthy Habits Journal: Stepping Stones to Lasting Changeî MHH Publications. 2003. (A low literacy version of the above publication for research studies) ìBeyond Advice: Becoming a Motivational Practitioner.î Botelho RJ (for details, go to www.MotivativeHealthyHabits.com) Contributing Author to Chapters 1, 5, 6: Skinner H. MHH Publications. 2002 "Beyond Advice: Developing Motivational Skills." Botelho RJ (for details, go to www.MotivativeHealthyHabits.com) MHH Publications 2002. ìMotivate Healthy Habits: Change Yourself Before Helping Othersî MHH Publications. 2000. ìPartnerships in Healthcare: Transforming Relational Process." Suchman A, Hinton-Walker P, Botelho RJ. Edited book that originated from a symposium. University of Rochester Press. April 1998. (List of chapters attached; see Appendix) Chapters and Monographs ìPromoting Health through Organizational Changeî By Harvey Skinner; Botelho, RJ - Contributing Author to Chapter 9: Developing Motivation for Change, Chapter 10: Strengthening Capacities for Improvement, Chapter 12: Conducting a Critical Functions Analysis, and Chapter 16: Computer Systems that Motivate Behavior Change. Benjamin Cummings, 2002 Botelho RJ, Skinner HA, Williams GC and Wilson D: Patients with Alcohol Problems in Primary Care: Understanding Their Resistance and Motivating Change" In: Stuart MR, Lieberman JA (eds) Primary Care: Clinics in Office Practice. 26 (2), W. B. Saunders Co. June 1999 (pp. 279-298) Ryan S, Kirschling JM, Botelho RJ, Bennett NM, Schmitt M: "Medicine, Nursing, and Public Health: Partnering to Improve the Community's Health." In: Cohen E, DeBack V (eds.). Outcomes and Collaboration in Case Management, Saint Louis: Mosby, Inc. 1999 (pp. 384 ñ 388). Hinton-Walker P, Botelho RJ, Suchman AL: ìPartnerships, Power, and Process: An Introduction.î In: Suchman AL, Botelho RJ Hinton-Walker P (eds.). Partnerships in Healthcare: Transforming Relational Process. Rochester: University of Rochester Press 1998 (pp. 3 ñ 7) Botelho, RJ: ìNegotiating Partnerships in Healthcare: Contexts and Methods.î In: Suchman AL, Botelho RJ, Hinton-Walker P (eds.). Partnerships in Healthcare: Transforming Relational Process. Rochester: University of Rochester Press 1998 (pp. 19 - 49) Liepman MR, Keller DM, Botelho RJ, Monroe AD, Sloane MA: "Understanding and Preventing Substance Abuse By Adolescents." In: Saunders WB (Ed.). Primary Care: Clinics in Office Practice 25(1), Philadelphia: W.B. Saunders Company, March 1998. (pp. 137-162)

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Botelho RJ, Richmond, R.: "Secondary Prevention of Excessive Alcohol Use: Assessing the Prospects of Dissemination." Family Practice - An International Journal, 1996;13(2):182-193. Lue Bee-Horng, Botelho RJ, Lee Yu-Lee: "Patient Preferences of Family Involvement in a Family Medicine Clinic." Chinese Journal of Family Medicine, 1995; 5:84-91. Skinner, H, Botelho, RJ: "Negotiating Changes in Health Behaviors: Using Motivational Approaches." Annals Of Behavioral Medicine, 1995; 17 (Supplement) Botelho RJ, Grumbach K: "The role of the Society of Teachers of Family Medicine in Health Care Reform: A Membership Survey," Family Medicine, 1994; 26:212-216. Botelho RJ: "A Family Health Care System," American Family Physician, 1993; 48(2):217 (Reply to Letter to the Editor). Botelho RJ, Seaburn DS, and Harp JJ: "Brief Group Consultations for Residents," Academic Medicine, 1993; 68(11):843-844 (Brief Report). Franks P, Shields C, Campbell T, McDaniel S, Harp J, and Botelho RJ: "Association of Social Relationships with Depressive Symptoms: Testing an Alternative to Social Support," Journal of Family Psychology, 1992; 6(1):49-59. Botelho RJ: "A Family Health Care System," American Family Physician, 1992; 46(3):685-686 (An Editorial). Botelho RJ, Dudrak R: "Home Assessment of Adherence to Chronic Medications in the Elderly," Journal of Family Practice, 1992; 35(1):61-65. Botelho RJ: "A Negotiation Model for the Doctor-Patient Relationship," Family Practice - An International Journal, 1992; 9(2):210-218. Botelho RJ, Shields CG, Novak SJ: "Using the Kvebaek Board for Brief Systems Consultations: A Teaching Technique for Preceptor-Resident Encounters," Family Systems Medicine, 1992; 10(1):91-97. Botelho RJ: "A Town Forum Debate?," Family Medicine, 1991 23(4):253-254 (Letter to the Editor). Botelho RJ: "Overcoming our Prejudice Against Having a National Health Care System," Archives of Internal Medicine, 1991; 151:863-869. Botelho RJ, Seaburn DS, Harp JJ: "Isomorphism in Resident Consultations: Implications for Education and Patient Care," Family Systems Medicine, 1991; 9(2):137-149. Botelho RJ, McDaniel SH, Jones JE: "A Family System Balint Group: A Case Report," Family Systems Medicine, 1990; 8(3):265-271. Botelho RJ, McDaniel SH, Jones JE: "Using A Family Systems Approach to a Balint-Style Group: An Innovative CME Program," Family Medicine, 1990; 22(4):293-295. Botelho RJ: "Acute Umbilical Sepsis and Pilonidal Disease," Journal of Family Practice, 1989; 29(2):205-209. Botelho RJ: Journal of the Royal College of General Practitioners, 1982; 32:235:131 (Letter to the Editor).

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Botelho RJ: "Cholelithiasis, ascending cholangitis and septicaemia: Report of a case in an 89-year-old woman," The Practitioner, 1982; 226:1444-1445. Botelho RJ, Sainsbury R, Ebraham ES, Rendal J: "Paroxysmal Nocturnal Haemoglobinuria with Renal, Infective and Immunological Abnormalities," Postgraduate Med J, 1981; 57. Botelho RJ: "Update: The Postgraduate," Journal of General Practice, 1981:1982 (Letter to the Editor).

Teaching Awards and Honors

American Academy of Family Physicians, Clinical Reviews and Research in Family Practice, Runner-Up Award: When Education and Advice Don't Work: Motivate Health Behavior Change, September 1997. National Academies of Practice, Distinguished Practitioner in Medicine, April 1997. The Tenth Forum for the Behavioral Sciences in Family Medicine, Innovation in Clinical Teaching Award to Richard J. Botelho, M.D., Jeff Harp, M.D., and David Seaburn, M.S. in recognition of their creative contribution to the education of family physicians. September, 1989.

Journal Reviewer American Family Physician Family Medicine Journal of Family Practice Family, Systems, & Health Addiction American Journal of Health Behavior

Consultant Experience Consultant Trainer for Air Force health care teams: ìMotivate Healthy Habits:î Three one-day workshops at MacDill Air Force Base, Tampa, FL 2002 Two week consultation and final report to the Dean of the National University of Singapore Medical School on ìThe Future Development of Academic Family Medicine in Singaporeî 2002 Faculty Trainer with the Hazelden Foundationís Physician-in-Residence Training Program. Center City, Minnesota; New York City; West Palm Beach, Florida 1999 Consultant with Dr. Dan Duffy to the Macy Foundation Project; using simulated patients for training about alcohol abuse 1995-1996 Consultant to the Alcohol Risk and Assessment Intervention Project. Organized by the College of Family Physicians of Canada. 1993 Substance Abuse Education for Family Physicians: A Family Development Project. Working Group Member and Chapter Author (see publications) Consultant and Working Group Member to the STFM HRSA Contract (Substance Abuse Education for Family Physicians) 1989-1990

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Consultant to National Prevention Implementation Program Office of Substance Abuse 1989 Presentations at Major International and National Professional Meetings A. Invited Visiting Professorships ìHealth Action (CBQIE-HP LIT) Initiativeî Interprofessional Education Collaborative, 4th Meeting, Hartham Park (Bath), England June 1999 Moderator of Fellowís research projects, University of Pittsburgh June 1999 "Motivating Patients to Change" Lovelace Healthcare Innovations, Albuquerque, NM July 1998 "Motivating Behavior Change" (Workshop), Bergen, Norway May 1998 "Motivating Behavior Change" and "Reflection Groups," Oulu, Finland May 1998 "Motivating Behavior Change" and "Developing as a Reflective Practitioner," Sponsored by DUODECUM, Helsinki, Finland May 1998 Reflection Groups" (Workshop for GP Trainers), Cumberland Lodge, Great Britain March 1998 "Reflective Practice for Professional Development," GP Mentor Development Meeting, Cumberland Lodge, Great Britain March 1998 "When Health Education and Advice Don't Work, Use Motivational Approaches" (Workshop), American Heart Association, New York City Affiliate November 1997 Primary Care/Behavioral Healthcare Summit, Chicago, IL November 1997 "Negotiating Health Behavior Change" Executive Seminar. 2nd Annual Neurobehavioral Disease Management Institute, Philadelphia, PA March 1997 "Negotiating Health Behavior Change: Using Brief Motivational Interventions" Workshop, Summa Health System, Akron, OH April 1997 "Negotiating Health Behavior Change: Using Brief Motivational Interventions" (Workshop) Fifth Annual Substance Abuse Symposium, Vanderbilt University Medical Center, Division of Adolescent Medicine, Nashville, TN September 1996 "Motivating Health Behavior Change: When Advice Doesn't Work" (Preconference Faculty Development Workshop) 18th Annual Conference on Patient Education, Nashville, TN October 1996 "Negotiating Health Behavior Change: Motivational and Organizational Approaches" (Symposium Presentation for Managed Care Organizations), The Primary Care Behavioral Healthcare Summit, Orlando, FL November 1996 "The Brief Intervention Method," New York University, Center for Continuing Education in Nursing June 1996

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"Negotiating Health Behavior Change," Veteran's Hospital, Montrose, NY June 1996 "Motivation and Health Behavior." Rosenstadt Professorship in Health, University of Toronto September 1995 "Family Medicine Meeting the Challenge of Hazardous Behaviors," 14th Annual World Conference on Family Medicine (WONCA) Hong Kong (Invited Chairperson for symposium) June 1995 "Secondary Prevention of Alcohol Problems in Primary Care: Dissemination Issues." Department of Family Medicine, University of Rhode Island August 1994 "Brief Consultations about Challenging Experiences: A Faculty Development Workshop For Training Consultants." Department of Family Practice, University of Toronto June 1994 "Brief Interventions for Alcohol Problems in Primary Care." National Drug and Alcohol Research Center, University of New South Wales, Sydney, Australia March 1994 Grand Rounds on "Patient Empowerment" and Workshop on "Brief Biopsychosocial Consultations." Department of Family Practice, Henry Ford Hospital, Detroit, MI February 1993 "Counseling in Primary Care: An Anglo-American Perspective." British Association of Social Psychiatry, St. George's Medical School, England (Plenary) November 1992 "Negotiation in the Doctor-Patient Relationship." Post-Graduate Conference, Department of General Practice, Nottingham, England (Workshop) October 1992 "Brief Consultation Method." Department of General Practice, University of Liverpool, England (One-day Workshop) October 1992 "The Practical Application of the Biopsychosocial Model." Invited Visiting Professorship. Osteopathic School of Medicine, Philadelphia, PA May 1992 B. International Meetings ìMotivate Healthy Habits: Change Yourself Before Helping Othersî Lecture at The Cardiac Society of Australia and New Zealand, Wellington, New Zealand June 2003 ìMotivating Resistant Patients: Developing Individualized Interventionsî National Heart Foundation Lecture, Plenary Session at The Cardiac Society of Australia and New Zealand, Wellington, New Zealand June 2003 ìHow to Change Risk-Taking Behavior: Smoking Cessation as an Example.î Keynote Speaker at the 2003 Taiwan Association of Family Medicine Regional Conference, Taichung, Taiwan March 2003 ìThe Character and Development of Family Medicine in Americaî Guest of Honor Speech at the 2003 Taiwan Association of Family Medicine Regional Conference, Taichung, Taiwan March 2003

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ìBeyond Advice: Becoming a Motivational Practitionerî Speech at the Chung Shan Medical University Hospital Department of Family Medicine, Taichung, Taiwan March 2003 ìHow to Help Patients Quit Smokingî at the National Taiwan University Hospital Department of Family Medicine, Taipei, Taiwan March 2003 ìHow to Change Risk-Taking Behavior: Smoking Cessation as an Exampleî Speech at the Bureau of Health Promotion, Department of Health, Taipei, Taiwan March 2003 ìMotivate Healthy Habits: Change Yourself Before Helping Others.î Workshop at the International Conference on Physician Health, Vancouver, British Columbia October 2002 ìThe Use of the Internet Tool as a Communications Tool in Behavioral Medicine.î Symposium at the 7th International Congress of Behavioral Medicine Helsinki, Finland September 2002 ìThe Use of the Internet as a Communications Tool in Behavioral Medicineî Symposium at the Seventh International Congress on Behavioral Medicine, Helsinki, Finland August 2002 ìTraining Counselors in Primary Care on Motivating Behavior Changeî Workshop sponsored by the Trust In Primary Care Counseling in Sheffield, England June 2002 ìMotivate Healthy Habits: Change Yourself Before Helping Others,î Workshop at 12th Wonca Asia Pacific Regional Conference, Kuala Lumpur, Malaysia April 2002 ìMotivate Healthy Behaviors: Developing Continuing Professional Development Programs,î Workshop at 12th Wonca Asia Pacific Regional Conference, Kuala Lumpur, Malaysia April 2002 ìKicking the Tobacco Habit,î Public Forum at 12th Wonca Asia Pacific Regional Conference, Kuala Lumpur, Malaysia April 2002 ìMotivate Healthy Habits: Change Yourself Before Helping Others,î Workshop at Family Medicine Forum 2001, Vancouver, B.C. October 2001 ìMotivate Resistant Smokers: Helping Practitioners Develop Individualized Interventions,î Workshop at Family Medicine Forum 2001, Vancouver, B.C. October 2001 ìA WONCA Global Call to Action: Tobacco Use, Prevention and Cessationî 16th World Congress of Family Doctors WONCA 2001 Durban, South Africa (plenary session) May 2001 ìMotivate ëResistantí Smokers: Training Practitioners to Develop Individualized Interventionsî 16th World Congress of Family Doctors WONCA 2001 Durban, South Africa (sub-plenary workshop) May 2001 ìMotivate Healthy Habits: Using Self-guided Change Methodsî 16th World Congress of Family Doctors WONCA 2001 Durban, South Africa (workshop) May 2001 ìHelping Smokers to Stop: the European Experience 6th European Conference on General Practice & Family Medicine WONCA 2000 Vienna, Austria (workshop) July 2000

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ìMotivating Resistant Patients to Changeî Annual Scientific Meeting of the College of Family Physicians of Canada Victoria, Vancouver Island, BC Canada (Full day, Main Pro-C Workshop) May 1999 ìMotivating Patients to Change Behavior: A Mass Risk Reduction Approach,î The Fifth International Congress of Behavioral Medicine, Copenhagen, Denmark (Workshop) August 1998 ìWhen Education and Advice Don't Work: Motivate Behavior Change,î WONCA 15th World Conference, Dublin, Ireland (Workshop) June 1998 "When Advice Doesn't Work Use Motivational Approaches,î The College of Family Physicians of Canada, Halifax (Pre-Conference Workshop) May 1998 "When Health Education and Advice Don't Work,î 1997 Seoul WONCA Asia Pacific Regional Conference, Seoul, Korea (Workshop) September 1997 "Motivating Health Behavior Change: What Do You Do When Health Education and Advice Don't Work?" WONCA European Conference, Prevention in Primary Care, Prague, Czech Republic (Workshop) July 1997 "Negotiating Change in Health Behaviors: Using Brief Motivational Interventions," St. Catherine's College, Oxford, England (Workshop) July 1996 "Negotiating Health Behavior Change," 3rd European Congress on Family Medicine/General Practice (WONCA), Stockholm, Sweden (Workshop) July 1996 "Negotiating Change in Health Behavior," 14th Annual World Conference on Family Medicine (WONCA) Hong Kong (Workshop) June 1995 "Process-Oriented Consultations: an Alternative to Balint Groups," 14th Annual World Conference on Family Medicine (WONCA) Hong Kong (Symposium) June 1995 "A Negotiation Model for the Doctor-Patient Relationship," 13th Annual World Conference on Family Medicine (WONCA) Vancouver, British Columbia (Workshop) May 1992 "A Negotiated-Centered Approach to Patient Care: A Clinical and Teaching Model" Presentation at the 1991 International Consensus Conference on Doctor-Patient Communication, Toronto, Canada (Workshop) November 1991 "On Processing Power in the Doctor-Patient Relationship" Presentation at the International Conference on Communication in Health Care Oxford, England June 1990 C. National Meetings ìMotivating Self-Care of Patients with Chronic Diseaseî speech at the Greater Rochester Independence Practice Associationís ìMotivating & Managing Change to Achieve Quality Improvement in Health Careî program, Rochester, N.Y. November 2003 ìBeyond Self-Management Supports for Self-care of Chronic Diseases: Online Learning for Motivating Behavior Change for Practitioners and Patientsî The Emerging Technologies and Healthcare Innovations Congress, Washington, D.C. September 2003

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ìHealthy Living: Motivating Behavior Change for Weight Management & Smoking Cessationî Presentation at the Association of Reproductive Health Professionals 40th Anniversary Annual Clinical Conference, La Jolla, California September 2003 ìMotivate Healthy Habitsî Presentation at the North Carolina Academy of Family Physicians Mid-Summer Family Practice Digest, Myrtle Beach, North Carolina June 2003 ìE-Learning Management Systems: Motivate Healthy Habits and Self-care of Chronic Diseasesî Third National Disease Management Summit, Baltimore, MD May 2003 ìLose Weight, Exercise More and Improve Your Diet: Change Yourself Before Helping Othersî 5th Biennial Preventive Cardiology Symposium, University of Wisconsin Medical School, Madison, Wisconsin April 2003 ìLearning Portfolio Project: Training Community Preceptors and Students.î Lecture-Discussion at STFMís 29th Annual Predoctoral Education Conference Austin, Texas January 2003 ìMotivating Healthy Habits and Self-care of Chronic Diseases.î Minicourse at the IHIís 14th Annual National Forum on Quality Improvement in Health Care, Orlando, FL December 2002 ìBeyond Giving Advice: Motivating Behavior Change.î Plenary lecture at STFMís 24th Annual Conference on Patient Education, Ft. Lauderdale, Florida November 2002 ìMotivating Healthy Behaviors and Self-care of Chronic Diseases: Using Web-based and Continuing Professional Development Programs.î All-day preconference workshop at STFMís 24th Annual Conference on Patient Education, Ft. Lauderdale, FL November 2002 ìMotivate Healthy Habits and Self-care of Chronic Diseases ñ Coaching for Health Coaches, Practitioners and Care Managers.î Half-day preconference workshop at the Disease Management Association of Americaís 4th Annual Disease Management Leadership Forum, San Antonio, Texas October 2002 Plenary Speaker 23rd Forum for Behavioral Science in Family Medicine, Medical College of Wisconsin, Chicago, Illinois September 2002 ìMotivate Healthy Habits: Change Yourself Before Helping Othersî Workshop at the 23rd Forum for Behavioral Science in Family Medicine, Medical College of Wisconsin, Chicago, Illinois September 2002 ìMotivate Resistant Patients: Developing Individualized Interventionsî Workshop at the 23rd Forum for Behavioral Science in Family Medicine, Medical College of Wisconsin, Chicago, Illinois September 2002 ìPromote Effective and Efficient Self-directed Learning: Empowering Students and Preparing Preceptorsî Seminar at STFM Predoctoral Education Conference, Tampa, FL February 2002 ìMotivate Healthy Habits: Change Yourself Before Helping Othersî Workshop at the AAFP/STFM 23rd Annual Conference on Patient Education, Seattle, WA November 2001

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ìMotivating Healthy Behaviors: Using Continuing Professional Development Programsî Preconference Workshop at the AAFP/STFM 23rd Annual Conference on Patient Education, Seattle, WA November 2001 ìImprove Your Behavior Change and Disease Management Programs: Using Innovative Training Methods for Motivating Resistant Patientsî Workshop at the Joint Commission Resources 2001 National Conference on Quality and Safety in Health Care, Chicago, IL November 2001 ìMotivating Healthy Behaviors and Self-Care to Help Disease Management Patients Change Over Timeî Presentation at the 6th Annual Disease Management Congress and Exposition, Boston, MA October 2001 ìDiscover How to Motivate Healthy Behaviors and Self-Care to Help Disease Management Patients Change Over Time.î Presentation at The 6th Annual Disease Management Congress and Exhibition, Boston, MA October 2001 ìMotivate Healthy Behaviors and Patient Self-Care of Chronic Diseases,î Presentation at the 12th Annual National Forum on Quality Improvement in Health Care, San Francisco, CA December 2000 ìMotivate Healthy Behaviors: Helping People Change Over Time,î (Workshop, full day) NASA/Kennedy Space Center, Orlando, FL November 2000 ìDeveloping Reflective Practitioners: Learning from Challenging Experiences.î (Preconference Workshop, full day) Annual STFM Conference, Orlando, FL May 2000 ìMotivate Yourself: Develop Healthy Habitsî (Workshop) Annual STFM Conference, Orlando, FL May 2000 ìMotivating Resistant Patients: Individualized Approaches to Behavior Change.î(Seminar) 21st Annual Scientific Sessions, The Society of Behavioral Medicine, Nashville, TN April 2000 ìTeaching Behavioral Interventions for Health Behavior Change in Medical Education.î (Symposium) 21st Annual Scientific Sessions, The Society of Behavioral Medicine, Nashville, TN April 2000 ìUnhealthy Behaviors: Motivating Resistant Patients ñ Parts 1 & 2 (Skill Builder!)î 17th Annual National Preventive Medicine Meeting, Association of Teachers of Preventive Medicine/American College of Preventive Medicine, Atlanta, GA March 2000 ìTeaching Behavioral Interventions for Health Behavior Change in Medical Educationî (Symposium) 17th Annual National Preventive Medicine meeting, Association of Teachers of Preventive Medicine/American College of Preventive Medicine, Atlanta, GA March 2000 ìWhen Health Information and Advice Giving Donít Work: Motivating Resistant Patients.î 21st Annual Conference on Patient Education, AAFP/STFM, Austin, TX November 1999

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ìHealthy Behaviors: Motivating Resistant Patients to Changeî (Workshop), Wright-Patterson Airforce Base, Ohio October 1999 Mini-course ñ "Seven Critical Functions: Changing Organizations, Practitioners and Patients.î Institute of Health Improvement. Orlando, FL December 1998 "When Education and Advice Don't Work: Motivating Behavior Change," STFM Patient Education Conference Workshop, Orlando, FL November 1998 STFM Theme Day on Motivating Behavior Change (Organizer), Chicago, IL May 1998 "Integration of Motivational Approaches to Behavior Change in Primary and Managed Care" (Workshop), Midwest Primary Health Care Annual Conference, Chicago, IL March 1998 "Developing Skills At Motivating Behavior Change" (Workshop), STFM Patient Education Conference, Chicago, Il November 1997 "Motivating Behavior Change: Information Technology & Population-Based Approaches," The Third National Primary Care Behavioral Healthcare Summit, Chicago, IL November 1997 "When Health Education and Advice Don't Work, Use Motivational Approaches" (Faculty Development Workshop), ABSAME Meeting, Cape Cod, MA October 1997 "When Education and Advice Don't Work: Motivate Health Behavior Change,î American Academy of Family Physicians, 49th Annual Scientific Assembly, Chicago, IL September 1997 "When Health Education and Advice Don't Work: Motivating Health Behavior Change," 19th Annual Conference on Patient Education, Seattle, WA November 1997 "Motivating Health Behavior Change," Preconference Faculty Development Workshop, ABSAME Annual Conference, Cape Cod, MA October 1997 "Motivating Health Behavior Change: Enhance Practitioner Competence and Satisfaction," Preconference Faculty Development Workshop (full day), 30th Annual STFM Spring Conference, Boston, MA May 1997 "Negotiating Health Behavior Change" Part I: Individual Approaches; Part II: Organizational Approaches (full day). 18th Annual Scientific Session of The Society of Behavioral Medicine, San Francisco, CA April 1997 "Negotiating Health Behavior Change: Using Brief Motivational Interventions" (Preconference Faculty Development Workshop) AMERSA, Washington November 1996 "Negotiating Health Behavior Change: Using Motivational Approaches in Managed Care" (Plenary Session) 26th Annual Meeting of ABSAME, Orcus Island, Eastsound, WA October 1996 "Negotiating and Motivating Change in Health Behaviors: A Clinical Approach to Risk and Harm Reduction." 25th Annual ABSAME Conference (Workshop) October 1996 "Negotiating Change in Health Behaviors: Using Brief Motivational Interventions." 25th Annual ABSAME Conference (Workshop) October 1996

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"Motivating and Negotiating Change in Health Behavior." 28th Annual STFM Conference (Workshop) May 1995 "Mental Health and Behavioral Interventions: Effectiveness and Economic Issues" 28th Annual STFM Conference (Theme Day) May 1995 "Negotiating Change in Health Behavior," 16th Annual Scientific Meeting. Society of Behavioral Medicine (Seminar) San Diego, CA March 1995 "Understanding Non-Adherence to Medical Advice." North Carolina Academy of Family Physicians Winter Family Physicians Weekend. Asheville, NC (Plenary) November 1994 "Motivational Interviewing for Behavioral Change." North Carolina Academy of Family Physicians Winter Family Physicians Weekend. Asheville, NC (Workshop) November 1994 "Consulting about Challenging Experiences in Clinical Practice: From Reflection to Intervention." 27th Annual STFM Conference (Workshop) May 1994 "Consultation Questions About Families: From Reflections to Interventions." Working With Families in Medical Settings Conference, Rochester, NY (Plenary) November 1993 "The Kveback Board: Brief Systems Consultation." Working with Families in Medical Settings: An Intensive Experiential Course for Medical Educators, University of Rochester/Highland Hospital, Rochester, NY (Workshop) September 1992 "Brief Biopsychosocial Consultation: A Learner-Centered Approach." Working with Families in Medical Settings: An Intensive Experiential Course for Medical Educators, University of Rochester/Highland Hospital, Rochester, NY (Workshop) September 1992 "Third Trimester Bleeding." Advanced Life Support in Obstetrics (ALSO) course, sponsored by the New York State Academy of Family Physicians and the University of Rochester Department of Family Medicine, Ellenville, NY (Lecture) August 1992 "Shoulder Dystocia." Advanced Life Support in Obstetrics (ALSO) course, sponsored by the New York State Academy of Family Physicians and the University of Rochester Department of Family Medicine, Ellenville, NY (Workshop) August 1992 "Brief Systems Consultations with Residents: New Approaches to Old Problems." Workshop with Jeff Harp, MD and Dave Seaburn, MS, Family Medicine Conference, Amelia Island, FL March 1992 "Can Health Care Become a Human Right? An Ethical Perspective." Twelfth Forum for the Behavioral Sciences in Family Medicine, Chicago, IL (Plenary) September 1991 "Patient Empowerment." Twelfth Forum for the Behavioral Sciences in Family Medicine, Chicago, IL (Workshop) September 1991 "Physicians Empowering Patients: Exploring Opportunities." STFM 24th Annual Spring Conference, Philadelphia, PA (Workshop) May 1991

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"Making STFM More Democratic." STFM 24th Annual Spring Conference, Philadelphia, PA (Special Session) May 1991 "Families with Alcohol Problems: Developing Brief Interventions for Primary Care." 11th Annual Family in Family Medicine Conference, Amelia Island, FL (Workshop) March 1991 "Challenging Institutional Assumptions: Future Directions for STFM." Northeast Regional STFM Meeting, New York, NY (Special Session) October 1990 "Opportunities for Patient Empowerment: Re-Negotiating the Doctor-Patient Relationship." Northeast Regional STFM Meeting, New York, NY (Presentation) October 1990 "Substance Abuse Education for Family Physicians." Faculty Development Workshop in Stamford, CT (Faculty Course Organizer - 4 days) September 1990 "Substance Abuse Education for Family Physicians." Faculty Development Workshop in Lake Geneva, WI (Faculty Presenter ñ 4 days) August 1990 "Town Forum on Basic Health Care as a Human Right." Presentation of Policy Proposal for STFM at the 23rd Annual Spring Conference, Seattle, WA May 1990 "Role Play of Brief Office Intervention for Alcoholism." 23rd Annual STFM Spring Conference, Seattle, WA (Panel Discussant) May 1990 "Universal Health Care: Political and Ethical Issues." Theme Day Session at the STFM 23rd Annual Spring Conference, Seattle, WA May 1990 "A Systems Prospective on Problematic Chronic Illness: A Process Model for Developing Successful Interventions." Family in Family Medicine STFM Conference, Amelia Island, FL (Workshop) March 1990 "The Kvebaek Board as a Teaching Aid for Brief Systems Consultation." Family in Family Medicine STFM Conference, Amelia Island, FL (Paper) March 1990 "Prejudice Against the National Health Concept: Why the US Cannot Provide Basic Health Care for All?" Northeast Regional STFM Meeting, Hershey, PA October 1989 "Brief Consultation Techniques: Integrating a Family-Centered Approach." Presentation with Jeff Harp, MD and Dave Seaburn, MS, Tenth Forum for the Behavioral Sciences in Family Medicine, Chicago, IL September 1989 "Substance Abuse: Educational Barriers." Annual STFM Meeting, Denver, CO (Panel Discussant) April 1989 "The Role of Physician Gatekeeper: A Cultural and Ethical Perspective." Annual STFM Meeting, Denver, CO (Seminar) March & May 1989 "Research/Evaluation of Respite Care of Family Caregivers of Alzheimer's Patients: A Pilot Study." Presentation with Cleveland Shields, Ph.D. Family in Family Medicine STFM Conference, Amelia Island, FL March 1989

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"From Medical Paternalism to Patient Empowerment: A Process Model for Using Family Resources and Strengths." Family in Family Medicine STFM Conference, Amelia Island, FL (Workshop) March 1989 "Isomorphism in Resident Consultations: Implications for Education and Patient Care." Family in Family Medicine STFM Conference, Amelia Island, FL (Paper) March 1989 "A Process Model for the Management of Problematic Chronic Illness: Strategies for Successful Interventions." Annual STFM Meeting, Hershey, PA (Conf. Canceled) October 1988 "A Process Model for the doctor-patient relationship in Primary Care." Annual STFM Meeting, Baltimore, MD (Workshop) April 1988 "Teaching family centered medical care in the daily context of clinical practice." Family in Family Medicine STFM Conference, Amelia Island, FL (Workshop) February 1988 "A Process Model for the Doctor-patient Relationship in Primary Care." Northeast Regional STFM Conference, Boston, MA (Workshop) October 1987 "Permission to Parent." 5th Annual Ob/Gyn for Family Physicians, Rochester, NY (Workshop) October 1987 "Integrating Geriatric Training into Internal Medicine Residencies." Mt. Sinai Medical Center, New York, NY (Workshop) March 1987 "Menopausal problems." 4th Annual Ob/Gyn for Family Physicians, Rochester, NY (Workshop) September 1986 "Health Care as a Human Right: Paradox, Promise and Counter-paradox of contrasts." Northeast Regional STFM Conference, Buffalo, NY (Plenary) October 1986 "Family centered medical care in the daily practice of family physicians." Northeast Regional STFM Conference, Buffalo, NY (Workshop) October 1986 "Early alcohol screening an assessment: How to do it and how to teach it." Annual STFM Meeting, San Diego, CA (Workshop) May 1986 "Principles of prescribing in ambulatory care: An evaluation of this sophomore course." Northeast Regional STFM Meeting, Columbus, OH (Paper) October 1985 "Labor Management Dilemmas." 3rd Annual OB/Gyn for the Family Physician, Roch, NY (Workshop) September 1985 "Early alcohol screening and assessment: How to do it and how to teach it." Annual STFM Meeting, Nashville, TN (Workshop) May 1985 "A patient survey on the prospects of videotaping the office visit: implications for consent and education." NAPCRG Annual Meeting, Seattle, WA (Paper) April 1985 "Early alcohol screening and assessment: How to do it and how to teach it." Northeast Regional STFM Meeting, New Brunswick, NJ (Seminar) October 1984 "The Preceptor-resident Relationship: Concepts for understanding the teaching process. " Northeast Regional STFM Meeting, Philadelphia, PA (Paper) November 1983

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Educational Responsibilities Fellowship Courses Motivate Healthy Habits (weekly, 2 semesters) 1998 - present Fellows Reflection Group ñ Resolving Challenging Experiences (30 minutes weekly) 1999 - present Facilitating Resident Reflection Groups (1 hour weekly) 1995 - present Organize Behavior Change, Prevention and Disease Management Course (1 hour weekly) 1999 - present Introductory Course on Evidence-based Medicine (3 hours/week for 8 weeks) 1989 - present Writing Course (3 hours per month) 1990-1998 Education Practicuum (3 hours/week for 8 weeks) 1989-present Critical Appraisal Course (2 hours/week for 8 weeks) 1989-present Consultation Practicum (2 hours/week for 8 weeks) 1989-present Weekly Discussion Group (1 hour per month) 1989-present Graduate Administrator/Coordinator for longitudinal training experience and electives at St. John's Nursing Home (1 hour/week) 1986-1993 Director, Academic Development Group (weekly meetings) 1986-present Videotape Review, Wednesday morning rounds (1 1/2 hour/week) 1986-present Resident Mentor (6 residents) (1/2 hour/resident/4 weeks) 1985-present Clinical Team Leader (2 hours/month) 1985-present Co-Director of Graduate Education (Biomedical) 1985-1992 Preceptor-1st, 2nd, 3rd year residents (3 hours/week) 1985-present Individual precepting of residents (one-on-one teaching) (4 hours sessions) 1985-present Co-Leader of Balint Group - twice weekly meetings with residents to discuss interpersonal issues regarding professional development 1985-1989 Undergraduate University of Rochester School of Medicine

Third Year Clerkship Reflection Groups Motivating Diabetic Self-Care Workshop 1996-1999

Psychosocial Medicine II: Case Studies and Case Reasoning Course 1988-1994

Seminar Leader, Practicum leader, Introduction to Community Medicine Required 1st year medical school course 1985-1989

Preceptorship electives for 2nd-4th year medical students 3 hours/week for approximately 6 months 1985-1987

SUNY, Buffalo

Sophomore Course (required), 1st year orientation course to Family Medicine 1983,84 Introduction to Ambulatory Care Pharmacology 1983,84 Introduction to Family Medicine 1982-84 Three 4th year one-month electives at the Health Center 1982-84

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Administrative Appointments and Responsibilities Institution Appointment Inclusive Dates WONCA Organization Chair, Ad Hoc Task Force on Tobacco Cessation 2000 ñ present Chair, Special Interest Group on Behavior Change 1999 ñ present Conveyor, Interest Group on Behavior Change 1996 ñ present Society of Behavioral Medicine Chair, Professional Scientific Liaison Committee 1999 - present Association of Behavioral Sciences Chair, Program Committee and Medical Education 1999 - present Preferred Care Adult Guidelines Review Committee 1999 ñ present Society of Teachers of Family Co-Chair, Task Force on Universal Health Medicine 1994 - 1996 Greater Rochester Fights Back Alcohol Committee 1991-1993 Highland Hospital Medical Quality Improvement 1991-present Highland Hospital Quality Assurance Committee 1990-1993 University of Rochester Executive Committee of Human Values School of Medicine and Dentistry Cluster 1990-1995 Highland Hospital Task Force on Geriatric Issues 1989-1991 Highland Hospital Attending 1988-present Highland Hospital Pharmacy and Therapuetics Committee 1988-1990 Genesee Valley Utilization Review, Committee for Medical Foundation Nursing Homes 1988-1990 Highland Hospital Senior Citizens Task Force 1987-1989 Highland Hospital Acute Geriatric Unit Committee Member 1986-1988 Highland Hospital Alternate Level of Care Committee Member 1986-1987

Membership in Academic and Professional Organizations

Society of Behavioral Medicine 1997-2002 Association of Behavioral Sciences and Medical Education 1997-2002 WONCA Organization (international organization for family physicians) 1992- Society of Teachers of Family Medicine 1989- Society of Teachers of Family Medicine, Northeast Regional Chair 1988-1990 Society of Teachers of Family Medicine, Northeast Regional Committee Member 1986-1990 Society of Teachers of Family Medicine 1983- Membership of the Royal College of General Practice 1981-