2024 APEX: Achieving Peak Performance

Overview

Organization Strategies for a Competitive Advantage & Inflection Mapping, by Shon Hiatt, PhD

April 12-13, 2024, USC Campus, Los Angeles, CA

AOA Faculty:

Joseph J. Hoegler, MD, FAOA, Henry Ford Health, Detroit, MI

Douglas W. Lundy, MD, MBA, FAOA, St. Luke’s University Health Network, Bethlehem, PA

Selina Poon, MD, FAOA, Shriners for Children, Pasadena, CA

Organization Strategies for a Competitive Advantage

What are the best ways to expand your healthcare business and gain a competitive edge in today’s dynamic and globalized world? How can you leverage your core competencies and resources to create value for your customers and stakeholders/shareholders? How can you avoid the common pitfalls and risks that come with diversification, vertical integration, and geographic expansion?

This course will help you answer these questions and more by introducing you to the concepts and frameworks of corporate and competitive dynamics strategy. You will learn how to analyze your own firm’s strengths and weaknesses, as well as those of your competitors, using the resource-based view strategy framework. You will also learn how to evaluate the opportunities and challenges of moving beyond your current markets, whether horizontally (by offering new products or services), vertically (by controlling more stages of the value chain), or geographically (by entering new regions or countries).

You will explore the various motives and drivers for corporate expansion, such as achieving organizational advantages, overcoming organizational disadvantages, learning from industry leaders, tapping into growing markets, establishing a first mover advantage, and more. You will also examine the real-world examples of successful and unsuccessful corporate strategies, and learn from their best practices and mistakes.

By the end of this course, you will have a deeper understanding of the strategic decisions that shape the boundaries and performance of your hospital/clinic. You will also have the tools and skills to design and implement a sound corporate strategy that aligns with your vision, mission, and goals.

Inflection Mapping

Discontinuous and disruptive change is the reality of today’s business environment, and the healthcare industry is no exception to this rule. In fact, with COVID and the rise of inflation, the health care industry is at the center of a global Tsunami and survivors know that fundamental transformation will be a necessity. To avoid being blindsided, incumbents must identify the discontinuities that are most likely to threaten their business model. However, chasing every new fad is at best a waste of resources and, at worst, a strategic distraction that prevents renewal and possibly threatens long term survival. But missing a key shift or noticing it too late is equally dangerous. Building upon the corporate strategy session, we will introduce analytical frameworks that systematically identify strategic inflections and understand their implications for strategy.

Overview

September 13-14, 2024, Henry Ford Health, Detroit MI

Managing & Leading Change: Organizational Change Simulation, by Becky Heino, PhD

AOA Faculty:

Joseph J. Hoegler, MD, FAOA, Henry Ford Health, Detroit, MI

J. Benjamin Jackson III, MD, MBA, FAOA, FAAOS, University of South Carolina (USC) School of Medicine Columbia, Columbia, SC

Keith Kenter, MD, Hon ScD, FAOA, Western Michigan University Homer Stryker School of Medicine, Kalamazoo, MI

Managing & Leading Change: Organizational Change Simulation

Building change capability is a management imperative. Given the turbulence in the world today, the ability to effectively manage organizational change is especially critical. Organizations may have similar objectives, strategies, and resources, but those that execute change better, faster, and smarter will thrive in the long term.

In these sessions, we will first examine one of the most extensively researched and well respected change management approaches. Then we will apply it via an online simulation to see if you can turnaround an organization facing change. The simulation focuses on Global Tech, a company fraught with real-world change challenges. Through careful application of change management best practices, you can build stakeholder buy-in and lead the company to success.

In debriefing the simulation, we will identify critical similarities and differences between Global Tech and your organizations/departments. We will focus specifically on how orthopaedic leaders can most effectively convert stakeholder resistance into support for key organizational change initiatives.

LEARNING OBJECTIVES

• Understanding effective change management approaches
• Assess the challenges and opportunities of change and how to create stakeholder buy-in
• Plan and lead a change initiative successfully
• Managing attitude and emotion around change
• Managing change fatigue

Learning Objectives

• Develop a Strategic Mindset
• Learn to Map Organizational Culture
• Explore Effective Personal Leadership
• Acquire Valuable Negotiating Methods & the Power of Persuasion
• Improve Strategic Analysis for Competitive Advantage
• Understand Leadership for High Performing Teams

2024 PEAK Program Chair

Joseph J. Hoegler, MD, FAOA, Henry Ford Hospital

Dr. Joe Hoegler is an Orthopaedic Trauma Surgeon for the Henry Ford Medical Group in Southeast Michigan, Vice Chair for Department of Orthopaedic Surgery and Co-Medical Director for Henry Ford Hospital Operating Room.

A graduate of Ohio University in 1998, Dr. Hoegler attended medical school at the University of Cincinnati College of Medicine where he received his Doctor of Medicine in 2002.  He completed an Orthopaedic Surgery Residency training at Henry Ford Health System in Detroit, Michigan.  Following residency, Dr. Hoegler completed an Orthopaedic Trauma Fellowship at Grant Medical Center in Columbus, Ohio.

Returning to Detroit, Michigan, Dr. Hoegler joined the faculty at Henry Ford Hospital as an attending Orthopaedic Trauma Surgeon, holding such positions as Interim Chair of the Orthopaedic  Surgery Department, Chief of Division of Orthopaedic Trauma, Medical Director of Advanced Practice Providers, Co-Medical Director of the OR and Vice Chair of the Department of Orthopaedic Surgery.

Dr. Hoegler currently holds an appointment as Clinical Assistant Professor of Orthopaedic Surgery at Wayne State University.  He was an Ambassador for the AOA 2020 APEX Cohort.  He has served on numerous Committees and Taskforces for the Orthopaedic Trauma Association, American Orthopaedic Association, American Board of Orthopaedic Surgery and Michigan Orthopaedic Society.

April 12-13, 2024 – FACULTY

USC Faculty:

Shon Hiatt, MS, PhD, USC Associate Professor of Management and Organization

Shon Hiatt is an associate professor at USC Marshall School of Business and faculty affiliate of the Greif Center for Entrepreneurial Studies. He researches entrepreneurship, ESG strategy, and sustainable innovation in domestic and international contexts. Professor Hiatt’s research has been published in academic journals and featured in media outlets.

He is the recipient of numerous scholarly and teaching honors, including the Kauffman Junior Faculty Fellowship in Entrepreneurship and the Academy of Management and ARCS Emerging Scholar Awards. Prior to joining USC, he was on the faculty at Harvard Business School.

AOA Faculty:

Douglas W. Lundy, MD, MBA, FAOA, St. Luke’s University Health Network, Bethlehem, PA

Doug Lundy is Chair of the Department of Orthopaedic Surgery and an Orthopaedic Trauma Surgeon at St. Luke’s University Health Network in Bethlehem, Pennsylvania. He is past co-President of Resurgens Orthopaedics; one of the largest orthopaedic practices in the country where he also specialized in the care of patients with multiple injuries and complex fractures. While in Georgia, he practiced at WellStar Kennestone Hospital where he was Chair of the WellStar Musculoskeletal Service Line and past-Chief of Surgery.

He is actively involved in many national and state surgical and orthopaedic societies. He served as President of the American Board of Orthopaedic Surgery (ABOS), Chair of the Oral Examination Committee and as Director from 2012 to 2021. He is past-Chair of the American Association of Orthopaedic Surgeons (AAOS) Advocacy Council, former Treasurer of the Political Action Committee of the AAOS and past-chairman of the AAOS Medical Liability Committee. He is currently the First President-elect of the Orthopaedic Trauma Association (OTA), and he previously served on the OTA Board of Directors as CFO and as a Member-at Large. He led the effort of the OTA to produce Performance Measures with the AAOS and as chair of the OTA Health Policy Committee. He currently represents the OTA on the AAOS Board of Specialty Societies. He currently serves on the American Orthopaedic Association (AOA) Critical Issues Committee and was Vice-Chair of the AOA Leadership Fellowship Committee. He serves on the American College of Surgeon’s Board of Governors and Orthopaedic Advisory Committee and previously on the ACS Committee on Trauma. He is a past-President of the Georgia Orthopaedic Society and formerly served as Legislative Director. He is a Clinical Associate Professor (Adjunct) in the Lewis Katz School of Medicine at Temple University, Department/Center of Orthopaedic Surgery and Sports Medicine.

He graduated from North Georgia College and the Medical College of Georgia and did his post-graduate training at Georgia Baptist and Vanderbilt University Medical Center. He received his Master of Business Administration from Auburn University in 2014. He is very involved in foreign medical missions in Eastern Europe, Haiti, Asia and especially sub-Saharan Africa through the Christian Medical and Dental Association and the Pan-African Academy of Christian Surgeons. He is an Overseas Fellow of the College of Surgery of East, Central and Southern Africa, and he participates in their oral examinations. He has authored over eighty manuscripts on orthopaedic surgery and has presented topics on orthopaedic trauma over 300 times both in the United States and abroad.

Selina Poon, MD, MPH, MS, FAOA, Shriners for Children, Pasadena, CA

Selina Poon, M.D., MPH, MS, is a pediatric orthopedic surgeon at Shriners Children’s Southern California and is board certified by the American Board of Orthopaedic Surgery. She is currently an attending for the Harbor UCLA Orthopedic Surgery Residency and Cedar Sinai Orthopedic Surgery Residency. Dr. Poon graduated from Tulane Medical School and completed her residency in orthopedic surgery at the Baylor College of Medicine in Houston, Texas, and her fellowship in pediatric orthopedic surgery at Columbia University, New York. Dr. Poon is an Active Member of the American Orthopaedic Association, an alumni of the 2022 AOA | USC APEX Leadership Certificate Program cohort, and served as Ambassador for the 2023 AOA | USC APEX Leadership Certificate Program cohort. Her clinical and research interests are early onset scoliosis, scoliosis, spinal deformity, limb deformity and DEI issues.

September 13-14, 2024 – FACULTY

USC Faculty:

Rebecca Heino, PhD, USC Professor of Clinical Management and Organization

Dr. Rebecca Heino is a Professor of Clinical Management and Organization. She teaches courses in cross-cultural intelligence and diversity, leadership and organizational behavior (including mindfulness, EQ, resilience, and teaming), and critical conversations for undergraduates, graduate students, and executives. Currently she leads the Marshall Leadership Fellows Program for MBA students. Previously, she was on faculty at Georgetown and Columbia Universities. Her extensive global work in executive education includes clients such as KPMG (Brazil, Mexico), International Finance Corporation, Rio Tinto (Australia), Jasoor (Qatar), and the Industrial and Commercial Bank of China.

AOA Faculty:

J. Benjamin Jackson III, MD, MBA, FAOA, FAAOS, University of South Carolina (USC) School of Medicine Columbia, Columbia, SC

J. Benjamin Jackson III, MD, MBA, FAOA, FAAOS, the Lunceford-Moore Distinguished Professor of Orthopedic Research and a professor of Orthopedic Surgery at the University of South Carolina (USC) School of Medicine Columbia, works at Prisma Health. Dr. Jackson completed his undergraduate education at Mars Hill College in Asheville, North Carolina, where he competed in cross-country and track and field at the Division II level and was a two-time NCAA Academic All-American. He earned an MBA from the USC Darla Moore School of Business and then finished medical school at Wake Forest University School of Medicine, where he served as student body president. Dr. Jackson completed an orthopedic residency at Carolinas Medical Center in Charlotte, North Carolina, where he received the resident teaching award. He then completed a fellowship in foot and ankle surgery at the University of Utah. Clinical interests include injuries and disorders of the foot and ankle. A highly skilled surgeon and caring physician, Dr. Jackson is a national leader in foot and ankle conditions. He has published nine book chapters and more than 50 peer-reviewed manuscripts, in addition to being awarded more than $4 million of federal research funding, including from the DoD, NIH, and NSF. He has lectured nationally for the American Orthopaedic Foot and Ankle Society (AOFAS) and the National Hyperbaric Medicine Association. He serves on committees for the American Academy of Orthopaedic Surgeons (AAOS), the American Orthopaedic Association (AOA), and AOFAS.

Keith Kenter, MD, Hon ScD, FAOA, Western Michigan University Homer Stryker School of Medicine, Kalamazoo, MI

Dr. Kenter is the current Professor and Chair of the Department of Orthopaedic Surgery with Western Michigan University Homer Stryker MD School of Medicine. He is the immediate past Associate Dean of Clinical Affairs and retired Chief Medical Officer within WMed Health. He also has a secondary appointment as Professor in the College of Engineering and Applied Science at Western Michigan University. Before arriving at Western Michigan University, he was Professor and Vice Chair of Academic Affairs and Orthopaedic Residency Director with the Department of Orthopaedic Surgery and Sports Medicine at the University of Cincinnati. While in Cincinnati he also held secondary appointments with the Division of Physical Medicine and Rehabilitation within the Department of Neurology and the Department of Biomedical Engineering at the University of Cincinnati, School of Engineering. He graduated from DePauw University in 1984 with a BA in Zoology and a minor in Physics. He then finished his Masters of Science in the Department of Biology with emphasis in Embryology and Biochemistry in 1986 from St. Louis University. He completed his medical school education at the University of Missouri-Columbia in 1990. His Internship and Orthopaedic Surgery Residency were at Duke University Medical Center and then he completed a fellowship in Sports Medicine and Shoulder Reconstruction at The Hospital for Special Surgery in New York City. He received his Hon ScD from DePauw University in 2019. His clinical interests are shoulder reconstruction, which includes arthroscopic surgery, fracture management, rotator cuff surgery, shoulder instability, muscle transfers and shoulder replacements. He also is actively involved with the treatment of all musculoskeletal injuries and cares for professional, collegiate, high school and recreational athletes.

His research interests are the basic science of soft tissue healing and the incorporation of tendon healing to bone and has completed a part of ongoing NIH funded research. He has had positions on several national committees for the American Orthopaedic Society of Sports Medicine, the American Orthopaedic Association, American Academy of Orthopaedic Surgeons, American Shoulder and Elbow Surgeons, Mid-American Orthopaedic Association, and the American Board of Orthopaedic Surgery. He was first chair of the Council of Orthopaedic Resident Directors (CORD), has chaired the Emerging Leaders program, named Program Chair of the annual meeting, chaired the Critical Issues/Educational Programing, and is current Secretary-Elect all within the American Orthopaedic Association. He is a reviewer for several orthopaedic journals and is on the editorial board for American Journal of Sports Medicine and Associate Editor for Orthopaedic Journal of Sports Medicine. He has been awarded the American Orthopaedic Society for Sports Medicine Traveling Fellowship to South America and has been awarded excellence in teaching by both the Dean of the School of Medicine and by the orthopaedic residents at the University of Cincinnati and by the orthopaedic residents at the University of Missouri and has also been recognized as a national orthopaedic Top Doc for several consecutive years. He has been recognized by his peers as one of the top 28 shoulder surgeons in North America and recently been elected to the Herodicus Society. He has also been recently awarded the “Distinguished Service Award” by his colleagues within Western Michigan Univesity School of Medicine. He has been team orthopaedic surgeon for the Cincinnati Mighty Ducks, AHL affiliate with the Anaheim Mighty Ducks, the University of Cincinnati scholarship athletes, University of Missouri scholarship athletes, The New Giants Football Club of the NFL during his fellowship, Duke University scholarship athletes during residency, and has been the head team physician for many high school athletic teams. He is an international and national speaker on shoulder topics and basic science of soft tissue and has been a lecturer for USA Hockey coaches.

• AOA Members/Emerging Leaders/APEX Alumni – September Conference Only = $2,995
• Non-Members – September Conference Only = $3,500

Registration Deadline Dates:

• August 22, 2024 for the September session

September 13-14, 2024, Henry Ford Health, Detroit, MI

Housing details coming soon!

Cancellation & Program Transfer Policy (updated 12/02/13):

In Person Events:

• Cancellations received from registration until six (6) weeks in advance of Event will be assessed a cancellation fee of $50 per participant.
• Cancellations received between three to six (3-6) weeks in advance of Event will receive a 50% refund of the registration fee.
• Cancellations received within twenty (20) days or less of the Event will not receive a refund.

Webinars:

• Cancellations received within seven (7) days or less of the webinar are not eligible for a refund.

*NOTE: All cancellations and refund requests must be in writing. This policy applies to all forms of payment.

Program Transfers:

Program transfer requests to a future session must be received in writing and will incur a

$75.00 transfer fee.

Transfer requests received within 14 days of the first day of the program will incur a $300.00 transfer fee. Registrants are permitted one transfer only before forfeiting the total tuition fee.