Friday Night Agenda

5:00 – 6:00 PM – Meet & Greet with Dinner

6:00 – 6:15 PM – Welcome and Physician Career Solutions Introduction

Brian Kistler, MD and Darryl Auston MD/PhD Co-Founders PCS

6:15 – 6:45 PM – How Physicians Can Create and Communicate Value?

Presenter: Meredith Rodriguez (President of Physician Enterprise – Pacific Central Coast Health Centers).

This session explores how physicians create and communicate value within hospital systems from trauma and surgical services to primary care and subspecialty care. Meredith will share insights into how hospitals assess physician impact beyond clinical productivity, including quality metrics, program development, patient access, and strategic growth initiatives.

Meredith Rodriguez specializes in managing over 700 providers in the California Central Coast from Redwood City to Ventura. She has extensive knowledge in the inner workings of multiple hospital systems.

6:45 – 7:00 PM – Q&A

7:00 – 7:15 PM – Break

7:15 – 7:25 PM – Exponential Open Science Sponsor Welcome: “The Future of AI and Medical Education”

Presenter: Jason Haider, CEO

7:30 – 9:00 PM – Meet and Greet with presenters and attendees

Saturday Morning Agenda

7:30 - 9:00 - Breakfast

9:00 – 9:20 AM – Wealth Building from Early Practice: Strategies for the First 10 Years Part 1

Presenter: Ted Wight from Lenox Advisors

• Managing debt and maximizing cash flow early

• Disability and liability protection for surgeons

• Asset allocation: what’s appropriate when you're 32 vs. 52

• Why early financial habits matter more than market timing

9:20 – 9:40 AM – Taxes & Transitions: Accounting Principles for the Practicing Physician

Presenter: Nathan Larsen from Squire & Company, PC

• 1099 vs. W2 income: what does it mean and what you can write off

• Retirement plan basics: solo 401(k), SEP IRA, or employer plan?

• Entity structure considerations (if moonlighting or consulting)

• Tracking expenses and staying audit-ready

• Year-end tips and planning ahead

9:40 – 10:00 AM – Basics of Estate Planning: Trusts, Wills, and Ancillary Documents to Consider Part 1

Presenter: Michael Hanchett, Esq.

10:00 – 10:10 AM – Panel Q&A

10:10 – 10:30 AM – Break

10:30 – 10:50 AM – Contracts: What You Don’t Know Can Hurt You

Presenter: Michael Best & Friedrich LLP

10:50 – 11:10 PM – Fair Market Valuation: What percentile am I?

Presenter: LBMC

11:10 – 11:20 AM – Panel Q&A

11:20 – 12:40 PM – Working Lunch with FMV Benchmarking Demonstration

Saturday Afternoon Agenda

12:45 – 1:00 PM – Survey

1:00 – 1:20 PM – Wealth Building from Early Practice: Strategies for the First 10 Years Part 2

Presenter: Ted Wight from Lenox Advisors

• Managing debt and maximizing cash flow early

• Disability and liability protection for surgeons

• Asset allocation: what’s appropriate when you're 32 vs. 52

• Why early financial habits matter more than market timing

1:20 – 1:40 PM – Basics of Estate Planning: Trusts, Wills, and Ancillary Documents to Consider Part 2

Presenter: Michael Hanchett, Esq.

1:40 – 2:00 PM – Malpractice

Presenter: Michael Best & Friedrich LLP

2:00 – 2:30 PM – Real Estate 101/Physician Loans and the Current Market

Presenters: Falynn Auston - Chief Real Estate Officer, PCS & Dakotah Kutz - New American Funding

2:30 – 2:40 PM – Panel Q&A

2:40 – 3:00 PM – PCS and your career “What I Wish I Knew When I Finished Training”

Presenter: Brian Kistler, MD and Darryl Auston MD/PhD Co-Founders PCS

3:00 PM – Wrap up – Course Ends