Friday Night Agenda

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

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

Presenters: Brian Kistler, MD & 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

The goal of this session is to share the perspective of the hospital system to help surgeons navigate and develop successful and transformational relationships with their home programs.

6:45 – 7:15 PM – Coaching for Optimal Life

Presenter: Carla Smith, MD; SurgeonMasters

This session explores how coaching can help surgeons achieve greater clarity, resilience, and balance in both their professional and personal lives. Presented by Surgeons Masters, it will highlight practical strategies for managing stress, improving performance, and building a more intentional and fulfilling career.

7:15 – 7:45 PM – Q&A

7:45 – 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; Lenox Advisors

This session explores the financial fundamentals physicians should prioritize early in their careers, including managing debt, improving cash flow, and protecting income through disability and liability coverage. It will also cover age-appropriate asset allocation and why disciplined financial habits early on often matter more thantrying to time the market

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

Presenter: Nathan Larsen; Squire & Company, PC

This session will cover the key financial fundamentals physicians should understand, including the differences between W-2 and 1099 income, common deductions, and retirement plan options such as employer plans, SEP IRAs, and solo 401(k)s. The discussion will also address entity structure considerations for physicians who moonlight or consult, along with practical tips for tracking expenses, staying audit-ready, and planning ahead for year-end tax strategy.

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

Presenter: Michael Hanchett, Esq.; Hanchett Law

Part 1 of this session introduces the core elements of estate planning, including wills, trusts, and key supporting documents physicians should have in place. Attendees will gain a practical understanding of how these tools protect assets, support family planning, and ensure their wishes are carried out.

10:00 – 10:20 AM – Panel Q&A

10:20 – 10:40 AM – Break

10:40 – 11:00 AM – Contracts: What You Don’t Know Can Hurt You

Presenter: George Jurch & Katelyn Pellitteri; Michael Best & Friedrich LLP

This session breaks down the key elements of physician employment contracts and the risks that are often overlooked. Attendees will learn what to watch for in compensation structures, restrictive covenants, and termination clauses so they can protect their careers and make more informed decisions.

11:00 – 11:20 AM – Fair Market Valuation: What percentile am I?

Presenter: Jessica Webster; LBMC

11:20 – 11:40 AM – Panel Q&A

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

Saturday Afternoon Agenda

12:40 – 1:00 PM – Survey

1:00 – 1:30 PM – Real Estate 101/Physician Loans and the Current Market

Presenters: Falynn Auston; PCS Realty & Dakotah Kutz; New American Funding

This panel will introduce physicians to the fundamentals of real estate and the unique financing options available to them through PCS. Falynn Auston of PCS Realty and Dakotah Kutz of New American Funding will discuss physician loan programs, current housing market dynamics, and key considerations for physicians looking to purchase their first home or invest in real estate.

1:30 – 1:40 PM – Real Estate Panel Q&A

1:40 – 2:00 PM – Wealth Building from Early Practice: Strategies for the First 10 Years Pt. 2

Presenter: Ted Wight; Lenox Advisors

Part 2 of this session further explores the financial fundamentals physicians should prioritize early in their careers, including managing debt, improving cash flow, and protecting income through disability and liability coverage. It will also cover age-appropriate asset allocation and why disciplined financial habits early on often matter more than trying to time the market.

2:00 – 2:20 PM – Basics of Estate Planning: Trusts, Wills, & Ancillary Documents to Consider Pt. 2

Presenter: Michael Hanchett, Esq.

Part 2 of this session will help attendees gain a practical understanding of how these tools protect assets, support family planning, and ensure their wishes are carried out.

2:20 – 2:40 PM – Medical Malpractice

Presenter: Katelyn Pellitteri; Michael Best & Friedrich LLP

This session provides an overview of medical malpractice and the legal realities physicians may face throughout their careers. We will cover common sources of liability, how malpractice claims unfold, and practical steps physicians can take to reduce risk and protect their practice.

2:40 – 3:00 PM – Panel Q&A

3:00 – 3:20 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

This session explores the critical career decisions physicians face after training and the gaps many discover too late. Physician Career Solutions will share practical insights on contracts, compensation, and long-term career strategy through the lens of “what I wish I knew when I finished training.”

3:20 – 3:30 PM – Wrap up – Course Ends