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American Health Lawyers Association
Medical Group Management Association
Healthcare Financial Management Association
American Institute of Certified Public Accountants

• Webinar: “Working with Expert Witnesses: Best Practices” – ABA Health Law, June 14, 2022
• Fair Market Value in Today’s Healthcare Transaction Environment: FMV’s Gone Wrong and the Government’s Attempts to Expand Liability, Co-Presenter, Texas Health Lawyers Association, Dallas, TX, November 28, 2017
• Hospital Valuations: Insights and Perspectives, Co-Presenter, Business Valuation Review’s Webinar Special Series on Healthcare Valuations, November 11, 2017
• Horror Stories from the Field – Maintaining Balance to Get the Deal Done, Co-Presenter, Healthcare Dealmakers Conference 10th Annual Meeting, Dallas, TX, May 17, 2017
• Ways and Costs to Align: The Valuation of Physician Practices, Hospitals, ASCs and Other Healthcare Providers, Co-Presenter, Becker’s Hospital Review 8th Annual Meeting, Chicago, IL, April 18, 2017
• Key Valuation Issues for Healthcare Leadership, Co-Presenter, Healthcare Financial Management Association Maryland Spring Conference, Annapolis, MD, March 13, 2017
• Hot Legal and Valuation Issues For Transactions Between Health Systems and Physicians, Co-Presenter, Healthcare Financial Management Association Conference, Chicago, IL, December 13, 2016
• Dancing Between the Raindrops: Managing Close Calls in Healthcare Acquisition Diligence and Documentation, Co-Presenter, Healthcare Deal Makers Conference, Dallas, Texas, May 26, 2016
• Healthcare Consulting, Valuation and Compensation with Case Study, Co-Presenter, Financial Consulting Group University 2016, Atlanta, Georgia, May 24, 2016
• Strategy: Thinking 5 Years Into the Future, Co-Presenter, Becker’s Hospital Review 7th Annual Meeting, Chicago, Illinois, April 28, 2016
• Healthcare Industry Update Regarding Regulatory, Valuation and & Financing Trends, Co-Presenter, Alliance of Merger And Acquisition Advisors, Dallas, Texas, September 24, 2015
• The Impact of Health Reform on the Valuations of Healthcare Provider Business Models, Moderator and Co-Presenter, Healthcare Dealmakers Conference, Dallas, Texas, May 28, 2015
• Friend or Foe: Will Health Reform Improve or Destroy the Value of Hospitals and Other Providers?, Co-Presenter, Healthcare Financial Management Association Lone Star Chapter Spring Institute, Irving, Texas, May 15, 2015
• How the Affordable Care Act Affects Healthcare Appraisals, Co-Presenter, American Society of Appraisers, Webinar professional continuing education course, February 12, 2015
• Hospital Valuations in the Health Reform Era, Co-Presenter, Business Valuation Review’s Online Symposium on Healthcare Valuation series, July 31, 2014
• Key Damages and Valuation Issues in Healthcare Litigation, Panelist, Healthcare Litigation Conference, McGuireWoods, Chicago, IL, April 8, 2014
• Fair Market Value in Health Care Transactions: Advanced (and Thorny) Issues, Part III: Commercial Reasonableness in Contrast with Fair Market Value: What’s the Difference and Who Makes the Call?, Panelist, American Health Lawyers Association, Webinar March 6, 2014
• Health Reform: Where are we? What’s next?, Speaker, Texas Association for Healthcare Financial Management Annual Fall Symposium, San Antonio, Texas, September 2013
• Health Reform: Where are we? What’s next?, Speaker, Texas Association for Healthcare Financial Management’s Seminar Series: Keep Informed, The Hospital you Save May be Your Own, Dallas, Texas, June 2013
• Hospitals Mergers & Acquisitions: Opportunities & Challenges, Instructor, Deloitte internal continuing professional education course, Dallas, Texas, May 2013
• The Impact of Health Reform on Health Systems, Speaker, The Texas Insurance Institute Conference, Dallas, Texas, May 2013
• The New Valuation Frontier: Fair Market Value in New Payment and Delivery Models: A Panel Discussion, Moderator, Southwest Healthcare Transactions Conference, Dallas, Texas, May 2013
• The Ongoing Evolution of Physician Alignment Strategies, Co-Presenter, Webinar hosted by Deloitte Financial Advisory Services LLP and Winstead PC, May 2013
• Challenges in Estimating Cost of Capital in Healthcare, Co-Presenter, Business Valuation Review’s Online Symposium on Healthcare Valuation webinar series, April 2013
• Payer-Physician Alignment Strategies: Prevailing Legal, Valuation, and Industry Perspectives, Co-Panelist, American Bar Association Health Law Section webinar, January 2013
• New M&A Accounting Rules for Not-for-Profit Entities: What Not-For-Profit Buyers Need To Know About The Changing Landscape, Co-Speaker, National Healthcare Industry Conference, American Institute of CPA’s, Las Vegas, Nevada, November 2012
• Mergers & Acquisitions: An Outlook on Industry Trends for Healthcare Providers, Co-Speaker, Deloitte client webinar, November 2012
• Navigating the Practice Acquisition Jungle: A Panel Discussion, Co-Panelist, Medical Office Today webinar, June 2012
• The Future of Physician Practices: A Panel Discussion, Moderator, Southwest Healthcare Transactions Conference, Dallas, Texas, May 2012
• Hospital Valuations in the Health Reform Era, Co-Presenter, Business Valuation Review’s Online Symposium on Healthcare Valuation series, February 2012
• Hospital-Physician Alignment Strategies: A Legal and Fair Market Value Analysis, Co-Presenter, Healthcare Financial Management Association Lone Star Chapter 2012 Winter Institute, Irving, Texas, January 2012
• Hospital Acquisitions of Physician Practices: A Legal and Fair Market Value Analysis, Co-Presenter, Dallas Bar Health Law Section, Dallas, Texas, May 2011
• Positioning for Accountable Care: Strategic, Regulatory and Operational Considerations, Panelist, ACO Seminar, Deloitte LLP and Locke Lord Bissell & Liddell LLP, Chicago, IL, May 2011
• Conference co-chair and moderator for panel discussions, including: Deal Surge: Strategics – Humana’s Acquisition of Concentra; and Accountable Care Organizations, Southwest Healthcare Transactions Conference, Dallas, Texas, April 2011
• Healthcare Business Valuation & Financial Health under Health Reform – Focus on Providers, Co-Presenter, Dallas Bar Health Law Section, Dallas, Texas, April 2011
• Physician Alignment: Achieving Strategic and Operational Value, Co-Presenter, Healthcare Financial Management Association (HFMA) Texas State Conference 2011, Austin, Texas, March 2011
• Hospital Acquisitions of Physician Practices: A Legal and Fair Market Value Analysis, Co-Presenter, Hospitals and Health Systems Law Institute Conference, American Health Lawyers Association, Las Vegas, Nevada, February 2011
• Transactions – Compensation and Valuation, Co-Presenter, Fulbright & Jaworski L.L.P.’s Seventh Annual Health Law Symposium, Houston, Texas, February 2011
• Healthcare Reform: One Year After, Co-presenter, Business Valuation Review Webinar, January 2011
• Healthcare Business Valuations Under Health Reform, Presenter, 2010 Business Valuation Conference, Missouri Society of CPAs, December 2010
• Healthcare Reform and Its Impact on Valuation, Co-presenter, Business Valuation Review Webinar, June 2010
• New M&A Accounting Rules Under SFAS 164 for Not-for-Profit Entities: What not-for-profit buyers need to know about the changing landscape, Co-Speaker, Southwest Healthcare Transactions Conference, Dallas, Texas, May 2010
• Healthcare Reform Update, Keynote Speaker, Bernstein Investment and Research, Dallas, Texas, May 2010
• BVR’s Healthcare Teleconference Series (Part 3 of 3): Valuation of Hospitals, Joint Ventures, and Clinical Co-Management Arrangements, Co-presenter, Business Valuation Review Webinar, December 2009
• Is There A Doctor in the House? Practical Solutions to Making the Correct Diagnosis in a Healthcare Industry Valuation, Co-presenter, AICPA National Business Valuation Conference, San Francisco, California, November 2009
• “Emerging Issues & Trends in Medical Practice Valuations”, Speaker, North Texas Healthcare Compliance Professional Association, Dallas, Texas, November 2009
• Healthcare Valuations in the Current Challenging Environment, Speaker, Pennsylvania MGMA & ACHE of Western Pennsylvania: 2009 Practice Operations Conference, Pittsburgh, Pennsylvania, July 2009
• The Art and Science of Communicating Value in Healthcare Transactions, Co-Speaker, Southwest Healthcare Transactions Conference, Las Colinas, Texas, May 2009
• Healthcare Valuation for Transaction Purposes, Co-presenter, AICPA Webinar, March 2009
• Building Value In & Making Financial Decisions For Your Medical Business, Speaker, The National Association of Portable X-Ray Providers, Orlando, Florida, October 2008
• Current Events in the Dynamic World of Healthcare Valuations, Co-presenter, AICPA/ASA National Business Valuation Conference, Las Vegas, Nevada, November 2008
• An Update of Key Healthcare Regulatory Issues and their Impact on Valuations, Co-Speaker, Southwest Healthcare Transactions Conference, Las Colinas, Texas, May 2008
• Building Value in Your Medical Practice, Speaker, The American Society of Breast Surgeons, New York, New York, April/May 2008
• Healthcare Valuation: The Insiders Edge, Panelist, National Teleconference, Business Valuation Resources, February 2008
• Healthcare Valuation Developments, Challenges and Solutions in 2007, Panelist, AICPA National Business Valuation Conference, New Orleans, Louisiana, December 2007
• Working with the IRS, Financial Consulting Group Fall Conference, New Orleans, Louisiana, December 2007
• Healthcare Valuation and the Impact of Recent Court Cases, Panelist, National Teleconference, Business Valuation Resources, February 2007
• 2006 Healthcare Valuation Update: Trends & Transactions, The Austin Bar Association – The Health Law Section, October 2006
• 2006 Healthcare Valuation Update: Trends & Transactions, The Dallas Bar Association – The Health Law Section, September 2006
• The Valuation of Privately Held Businesses, Austin Bar Association’s Business, Corporation and Tax Law Section, Austin, Texas, November 2005
• Medical Practice Valuations in Changing Times: A Discussion of Key Events and Market Trends Involving Physicians, Their Practices, and the Valuation of Their Business Interests, Doctors’ Referral Service of North Texas, Dallas, Texas, October 2005
• Medical Practice Valuations in Changing Times: A Discussion of Key Events and Market Trends Involving Physicians, Their Practices, and the Valuation of Their Business Interests, Client Conference Co-Sponsored by Bernstein Investment Research and Management and Hill Schwartz Spilker, Keller, LLC, Dallas, Texas, September 2005
• Valuation Services in Litigated Matters: A Discussion of the Nature, Requirements, and Common Challenges Regarding Expert Valuation Services, 2005 Valuation Symposium, HCAPS, Nashville, Tennessee, May 2005
• Healthcare Partnerships: Trends, Opportunities, and Pitfalls. Baker & McKenzie Law Firm (in-house presentation involving multi-offices), February 2005
• Current Valuation Trends and Hot Topics in Healthcare Partnerships, The Dallas Bar Association – The Health Law Section, January 2005
• Ambulatory Surgery Center Partnerships: Current Events and Valuation Issues, Hughes & Luce law firm (in-house presentation involving multi-offices), November 2004
• Ambulatory Surgery Centers: Industry Update and Valuation Issues, Locke Liddell & Sapp law firm (in-house presentation involving multi-offices), November 2004
• Ambulatory Surgery Center Partnerships: Discussion of Business Model and Current Events, Vinson & Elkins law firm, (in-house presentation involving multi-offices), November 2004
• Topic entitled “Ambulatory Surgery Center Partnerships: A Great Business Opportunity or Doomed Business Model?”, 2004 American Society of Appraisers National Advanced Business Valuation Conference, San Antonio, Texas, October 2004
• Topic entitled “The Anatomy of a Medical Practice Valuation”, 2004 Financial Consulting Group Annual National Business Valuation Conference, Houston, Texas, September 2004