The most successful practice owners are always learning.

Watch our latest webinars for exclusive, no-cost insight on building and sustaining a successful practice.


  1. Adding an Associate – You will learn all about what should be considered before adding an Associate and how it will impact your office.
  2. Time Management – You will learn the secret to finding time for admin and project work.
  3. Enhancing Your Investment – You will learn how to Invest in your greatest Asset: Your Team.
  4. Engaging Your Team – You will learn the importance of Team Retreats and how to get the most out of this invaluable time with your Team.
  5. Delivering a Proper Performance Evaluation – You will learn the importance of delivering regular Performance Evaluations, when to deliver these Evaluations, and how to deliver Performance Evaluations to your team.
  6. Valuing a Practice – You will learn the importance of how to value a practice and what it is that is considered when doing a valuation of an office.
  7. Efficiency of the Appointment Book – You will learn how managing your schedule and patients will help make your appointment book and practice a success.
  8. Hiring Quality Team Members – You will learn how to find Quality Employees; beginning at where to find candidates, what to watch for during the selection process, interviewing, and more!
  9. Preparing for Year End – You will learn how to get your financials in order to be prepared for the new year.
  10. Staff Appreciation – You will learn the best ways to show your team that you appreciate the work they do.
  11. Team Communication – You will learn the value of clear communication in your office and how team meetings can optimized.
  12. QuickBooks Online: Don’t be afraid – You will learn about various plans available on QuickBooks Online and explore functionality of the online based service.
  13. Employee Benefits – You will learn about the various options for Employee Benefits and what to consider before implementing them in your office.
  1. Know Your Inventory – You will learn the best ways to manage your inventory and reduce understock.
  2. The Good, the Bad and the Ugly – You will learn how to differentiate between Good frame reps, Bad frame reps and ‘Ugly’ frame reps, and how to deal with each type.
  3. Phone Etiquette – You will learn how implementing, and consistently using, a few simple techniques on the phone can make the BEST first impression on callers.
  4. Managing Accounts Receivable – You will learn how to avoid common difficulties offices face with Accounts Receivable balances, and be introduced to processes which, when implemented and executed consistently, will keep A/R balances in check.
  5. Loss Prevention – You will learn about the different ways theft can occur in your office, and how you can prevent both external and internal theft from taking place.
  6. Rx Retention – You will learn how properly educating your patients will increase the rate at which Rxs are retained in your office.
  7. Marketing: Establishing Your Plan – You will learn how to establish the Marketing Plan that is best for achieving your office’s goals.
  8. Buy More, Save More – You will hear about a new Optical savings option for patients, that can improve their quality of life while also increasing the office’s bottom line.
  9. Patient Expectations – You will learn the importance of setting appropriate expectations for your patients; as well as how to set and how to fulfill these expectations.
  10. Threat or Benefit – You will learn the various threats of Private Practice ownership, but also how these threats can be used as benefits.
  11. Tray Management – You will learn about a system of organizing patients’ lab orders, which will lead to increased patient satisfaction.
  12. What Message are you Sending? – You will learn about types of messages we tend to send, while also learning about the message we want to send to our patients and community.
  13. Navigating the Cash Flow Analysis Tool – You will learn about the Acquios Advisors Budgeting Tool: the Cash Flow Analysis; and how it’s used for setting and obtaining goals.
  14. In-House Vision Benefit Program – You will learn how to, and the advantages of, implementing an In-House Vision Benefit Program in your practice.
  15. Confirmation of Appointments -You will learn the value of each appointment slot, as well as about confirming appointments, and reducing no shows.
  16. Gathering Patient Information – You will learn what information to gather from patients, how to ensure its correct, and how this ensures a wonderful patient experience.
  17. The Baton Pass – You will learn how a proper hand off from OD to the Optical can greatly increase the Receipts per Patient in your office.
  18. Transitioning a Practice – You will learn what to what to plan for, as well as what to consider, when getting ready to retire and sell your Practice.
  19. Staffing – Proper Levels and Proper Scheduling – You will learn which different staffing factors need to be considered when creating the best schedule for your team and patient flow.
  20. The Grass is NOT Always Greener – You will learn how the roles you play, and the balance you find, working at a Private Practice office combat the seemingly appealing offers you may receive from the Corporate World.
  21. Dry Eye Center of Excellence – Our guest presenter, Matthew Ward, OD, shares his expertise on dry eye treatments and creating a dry eye center of excellence in your office.
  22. What is your Back to School Plan? – You will learn how to prepare for Back to School Time and how to prepare a promotional event for your office.
  23. Managing Vision Care Plans – You will learn just how that Vision Plan is helping your office (or hindering it), and how you can move forward to be independent of undesirable plans.
  24. Reducing Remakes – You will learn the types of Remakes we’re faced with in our offices, and how we can avoid them.
  25. Exit Strategy: Part One – Exploring an Exit Strategy – You will begin to learn about the various ways you need to prepare your office for your transition out of your practice.
  26. Exit Strategy: Part Two – Curb Side Appeal – You will learn about making your office more attractive to a potential Associate buy-in or other buyer.
  27. Exit Strategy: Part Three – Adding an Associate – You will learn why, how, and when to bring on an Associate as you prepare to transition out of your Practice.
  28. Insurance Plans: Can We Afford to Drop Them? – As the title suggests, you will learn all about weighing the pros and cons of various Insurance Plans and whether we can afford to move on without them.
  29. Building Bridges – You will learn how to network, both yourself and your office, in the community.
  30. Staff Scheduling – You will learn what variables need to be considered when creating a schedule for YOUR office.
  31. Adding a Call Center to Your Office – You will learn why, when, how and who to consider when adding a Call Center to your office.
  32. The Butterfly Effect – You will learn about the small changes we can make today to create large, lasting effects in the future
  33. Stats: What They Measure – You will learn the definition of each statistic on our Stat Sheet; as well as how the Stat Sheet will benefit your Practice and the decisions you make.
  34. Staffing for Safety and Balance (Staffing after COVID) – You will learn to consider the effects COVID-19 has on your office and staffing needs.

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