Practice Management

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  • 1.  Facilitator for annual retreat

    Posted 05-02-2022 11:31
    Hi All,

    We are planning a group retreat in the fall and are looking for some suggestions for a facilitator.  Our topics will include our group infrastructure, business goals 5-10 year plan, section goals and action and accountability plan for the next 1-5 years.

    Any suggestions would be greatly appreciated!

    Please feel free to contact me directly at holly.wallner@providnce.org

    Thanks
    Holly

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    Holly Wallner
    Practice Administrator
    TRG, LLC
    Portland, OR
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  • 2.  RE: Facilitator for annual retreat

    Posted 05-03-2022 10:19
    Holly,

    There are several very good facilitators within the RBMA vendors and members.

    My organization CliftonLarsonAllen (CLA) facilitates a number of strategic visioning sessions each year.
    We are actively doing so for several different groups over the next few week.  I would appreciate the opportunity to talk to you about our capabilities and approach.

    Again, there are a number of options for you and choosing a facilitator with an approach that is consistent with the way that you group will be most effective, will be very important.  Two of the consultants that do this for Radiology groups include Mr. Keith Chew, past President of RBMA and Mr. Jeff Younger from Preferred Radiology Alliance.  These are just two of several consultants that are very adept in strategic facilitation.

    Thank you,

    Tony Werner

    Anthony Werner (MBA)
    Principal
    Health Care

     

    Direct 612-397-3061  Mobile 952-220-4125
    CLA (CliftonLarsonAllen LLP)
    anthony.werner@claconnect.com

    Create Opportunities
    Wealth Advisory | Outsourcing | Audit, Tax, and Consulting

    Send me your files with secure file transfer.



    ------------------------------
    Anthony Werner MBA
    CliftonLarsonAllen LLP
    Minneapolis MN
    (612) 397-3061
    ------------------------------



  • 3.  RE: Facilitator for annual retreat

    Posted 07-14-2022 09:05

    There was only one response to this post, and I wonder if anyone else would be able to share their thoughts for a retreat facilitator?

     

    Thanks,

    John

     






  • 4.  RE: Facilitator for annual retreat

    Posted 07-14-2022 09:12

    I just recommended Lowell Aplebaums's company to another practice yesterday.  He has been instrumental in working with the RBMA Board of Directors as well as Chapter Leadership, I highly recommend him and his team.

     

    Lowell's company, Vista Cova, and has added more facilitators to his team.  Here is the website: https://www.vistacova.com/

     

    The contact point would be Jennifer Lipsey - jennifer@vistacova.com.

     

    Please note your recommendation came from RBMA!

     

     

     

    _____________________­­­­­­­­­­­­­________­­­­­__

    Shannon N. Wilson, FRBMA

    she/her/hers

    Associate Director of Professional Billing

    Radiology and Radiation Oncology, CPBO

    Mass General Brigham

    M (925) 407-6667

    massgeneralbrigham.org

     

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