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CE DAYTIME SESSIONS

PRACTICE MANAGEMENT/ OFFICE PERSONNEL FRIDAY, SEPTEMBER 22 _______________________________________ STRATEGIC PLANNING: BACK TO BASICS Laura Boone, MBA 8:00 AM - 8:50 AM | Room 212 AB Never get bored with the Basics. Just because something is simple, doesn't mean it's easy. Improve performance in any area of your life - personally and professionally - is admitting that the basics work. Learn how to Master the basics first and build on a strong foundation. CREATING THE UNSTOPPABLE TEAM Laura Boone, MBA 9:00 AM - 9:50 AM | Room 212 AB Culture - Structure - Strategy. Embrace and lead a strong, cohesive, and positive culture. Increase retention, reduce turnover Create leaders leading leaders - less micromanaging UNDERSTANDING THE CEO MENTALITY Laura Boone, MBA 10:30 AM - 11:20 AM | Room 212 AB Enroll your team in the journey and the destination Learn the 6 Qualities of a great leader Understand the financial engine of your business Have a plan to succeed every year Create a culture of accountability Lead with a new approach - understand the coaching model to coach your team DELIVERING THE WOW EXPERIENCE - IS IT A LOST ART? Laura Boone, MBA 11:30 AM - 12:20 PM | Room 212 AB Identify your spirit of hospitality. Master the 10 steps to a great new client experience. Understand the 5 Steps of enrollment and the power to influence others. Embrace the attention to details in all areas of your business.

• Traits and strengths different neurodivergents have • Conclusion • Finish the toxic tech story with what actually happened NEURODIVERSITY - WHAT IN THE WORLD IS IT? PART 2 This workshop covers ways to tap into the potential of neurodivergent individuals that may be on your team or be hired for. We will discuss the challenging behaviors exhibited by neurodivergent individuals to better understand their struggle and help place proper accommodations while utilizing the special gifts that they bring to the table. Introduction • The story of the alleged toxic tech, that wasn’t actually toxic • Language and defining the proper terminology • Statistics of workplace discrimination of neurodivergent individuals • Myth Busting • Not a real condition, Only kids can have ADHD, Autism caused by vaccine, All autistics have mental disabilities, Autistic people are socially awkward • Story of being diagnosed with both ADHD and Autism and what that actually looks like. • Traits, what each are and how they can appear in practice • Time Blindness • Executive Dysfunction • Rejection Sensitive Dysphoria • Object Permanence • Sensory Processing differences • Superpowers, what each are and how they can appear in practice • Traits and strengths different neurodivergents have • Conclusion • Finish the toxic tech story with what actually happened NEURODIVERGENTS IN VETERINARY HOSPITALS - CASE STUDIES Ronald Sosa, CVPM, CCFP, FFCP 10:30 AM - 11:20 AM | Room 213 AB Ronald Sosa, CVPM, CCFP, FFCP 9:00 AM - 9:50 AM | Room 213 AB This workshop covers 4 real world scenarios that have happened and we will discuss each case and what could have been done well, what could have been done differently, and how we can provide reasonable accommodations to our teams. - What do we want our outcome to look like? - What steps can we take to help this individual - What steps did this review take - What was the outcome Case Study #2 Rejection Sensitive Dysphoria - What is happening - What do we want our outcome to look like? - What steps can we take to help this individual - What steps did this review take - What was the outcome - What do we want our outcome to look like? - What steps can we take to help this individual - What steps did this review take - What was the outcome Case Study #4 Sensory Processing Disorders - What is happening - What do we want our outcome to look like? - What steps can we take to help this individual - What steps did this review take - What was the outcome NEURODIVERGENT INTERVIEWING AND ONBOARDING Ronald Sosa, CVPM, CCFP, FFCP 11:30 AM - 12:20 PM | Room 213 AB Case Study #3 Executive Dysfunction - What is happening Discuss DE&I talks directly into our culture through interviewing and onboarding. How we can use our Case Study #1 Time Blindness - What is happening

language to be inclusive to all and ensure a neurodivergent is set up for success within the walls of our veterinary hospital starting with the first sets of communications that happen. -Understanding Neurodivergent forms of communication both verbal and non-verbal -Ad placement and language -Interviewing - not discounting the ""out of norm"" through a thorough understanding -Onboarding - setting our trainers up for success without judgement - no training is one-size fits all and setting reasonable expectations BOOMERS ARE WORK-A-HOLICS, X-ERS ARE LAZY, MILLENIALS ARE ENTITLED AND GEN Z IS A MESS. HOW CAN WE POSSIBLY In today’s veterinary practice, four generations (Baby Boomers, Generation X-ers, Millenials and Gen Z), each with its own unique way of looking at the world, are trying to work together and collaborate. Common strategies for managing in this multigenerational workplace include villainizing the “other” generations or merely tolerating their presence. It is not unusual for conflict, disagreements and misunderstanding to get in the way of practicing quality medicine. This session will help attendees develop skill sets that will allow for effective communication, not only within the practice, but also with clients, vendors and other valuable stakeholders. SETTING THE STAGE FOR LEAVING A LEADERSHIP LEGACY IN VETERINARY MEDICINE Betsy Charles, DVM 3:00 PM - 3:50 PM | Room 213 AB In order to understand how to leave a positive leadership legacy, we must first define leadership and what a new leadership paradigm might look like in veterinary medicine. Through an interactive discussion, we will work together to identify what it looks like to lead well and set the stage for equipping others to do the same, thereby leaving a legacy of leadership in the profession, no matter how old you are. THE REVERSE LEGACY OF OUR TIME- HOW MILLENIALS AND GEN Z ARE TEACHING US HOW TO SET BOUNDARIES Betsy Charles, DVM 4:30 PM - 5:20 PM | Room 213 AB If we are going to lead well and allow all members of the veterinary team to thrive, we must master the skill of setting and maintaining boundaries. The younger generations are showing us what this might look like. We must take advantage of this amazing opportunity to collaborate. We will build on the skill sets from the previous session and create individual strategies for how to put effective boundaries in place and maintain them. FINANCIAL STATEMENTS: NUMBERS THAT MAKE CENTS! Camala Bailey, CPA, CVA 2:00 PM - 2:50 PM | Room 212 AB As a practice owner and/or practice manager, COMMUNICATE? Betsy Charles, DVM 2:00 PM - 2:50 PM | Room 213 AB understanding the practice financial statements is crucial to managing your practice. In this presentation you will learn how to read your financial statements including the balance sheet, income statement and cash flow statement. You will understand why using the AAHA/VMG chart of accounts is crucial to tracking profitability and other metrics. You will learn why the often overlooked balance sheet is actually very important! You will understand what expenses are the most important to profitability. And you will understand why practice profit does not always equate to cash in the bank! MASTERING THE METRICS THAT MATTER Camala Bailey, CPA, CVA 3:00 PM - 3:50 PM | Room 212 AB Metrics are the pulse of your practice! The most valuable asset to managing your practice is your data. Your practice's ability to drive revenue and profit largely stems from your ability to retrieve and analyze meaningful data from your accounting and practice information system. In

NEURODIVERSITY - WHAT IN THE WORLD IS IT? PART 1

Ronald Sosa, CVPM, CCFP, FFCP 8:00 AM - 8:50 AM | Room 213 AB

This workshop covers ways to tap into the potential of neurodivergent individuals that may be on your team or be hired for. We will discuss the challenging behaviors exhibited by neurodivergent individuals to better understand their struggle and help place proper accommodations while utilizing the special gifts that they bring to the table. Introduction • The story of the alleged toxic tech, that wasn’t actually toxic • Language and defining the proper terminology • Statistics of workplace discrimination of neurodivergent individuals • Myth Busting • Not a real condition, Only kids can have ADHD, Autism caused by vaccine, All autistics have mental disabilities, Autistic people are socially awkward • Story of being diagnosed with both ADHD and Autism and what that actually looks like. • Traits, what each are and how they can appear in practice • Time Blindness • Executive Dysfunction • Rejection Sensitive Dysphoria • Object Permanence • Sensory Processing differences • Superpowers, what each are and how they can appear in practice

SWVS 2023 ON-SITE GUIDE

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