Helping small healthcare practices avoid costly audits, protect revenue, and stay compliant with confidence.

Small healthcare practices are facing more audits, compliance requirements, and financial penalties than ever before. I help practices navigate the regulatory landscape, strengthen compliance processes, and protect revenue through practical and actionable strategies.

If you want a speaker who brings clarity, confidence, and real-world solutions to compliance, I’d be honored to support your event.

Audits are no longer something only large healthcare systems worry about. Small and mid-sized practices are now facing increased scrutiny from payers, Medicare, Medicaid, and state oversight agencies. This session helps attendees understand the real triggers behind audits and how to prepare before the letter arrives.

Attendees will learn:

• The most common mistakes that lead to audit risk
   
• Real scenarios where practices lost revenue
   
• Simple processes that keep teams audit-ready without extra staffing
   
• How to avoid denials, recoupment, and costly penalties
   

Poor documentation is still one of the leading causes of denied claims, lost reimbursement, and audit triggers. This session highlights the most expensive documentation errors and provides clear solutions that reduce financial loss.

Attendees will learn:

• The documentation gaps that lead directly to lost revenue
   
• How to prevent recoupment and denials
   
• Practical fixes that can be implemented immediately
   

This session teaches healthcare teams how to build scalable and sustainable processes that reduce audit risk and meet regulatory requirements—without needing a full compliance department.

Attendees will learn:

• The essential components of a small-practice compliance system
   
• How to design workflows that prevent errors and fines
   
• Repeatable steps to increase efficiency and reduce liability
   

Compliance doesn’t need to be complicated or overwhelming. This presentation breaks down the key privacy, documentation, and audit-readiness processes every practice must have to stay protected.

Attendees will learn:

• The core elements of HIPAA compliance
   
• What practices must do today to avoid future penalties
   
• How to protect patient data and reduce organizational risk
   

Compliance is only effective when the entire team is aligned. This session shows leaders how to build a culture of accountability, communication, and audit readiness.

Attendees will learn:

• How to integrate compliance into daily operations
   
• How to train and communicate expectations clearly
   
• How to sustain ongoing compliance without burnout
   

This session connects compliance directly to financial outcomes. Leaders learn how to reduce audit exposure and maintain reimbursement without slowing down operations.

Attendees will learn:

• The link between compliance and revenue protection
   
• How to reduce denials and recoupment
   
• Processes that protect financial stability
   

Many small healthcare teams underestimate how quickly a payer or regulatory audit can affect operations and revenue. This topic explains the current audit landscape and what steps to take now.

Attendees will learn:

• The latest audit trends and risk signals
   
• How audits impact reimbursement and operations
   
• What immediate actions reduce exposure

Available for both virtual and in-person events. Presentations are typically 45–60 minutes with optional Q&A and can be customized for healthcare practices, professional associations, leadership teams, and healthcare conferences.

Small and mid-sized healthcare practices
Medical offices, clinics, and specialty providers
Practice managers, healthcare owners, and compliance leads

Professional presentation
Slides and handouts if needed
Case studies and examples tailored to the audience
Follow-up resources when requested

Basic AV setup for in-person: screen, projector, microphone
For virtual: Zoom or similar platform
Point of contact for event logistics and coordination
 

• Independent practices
   
• Clinics
   
• Med spas
   
• Behavioral health
   
• Small and medium healthcare teams
   
• Healthcare leadership groups
   
• Conferences and professional associations
   

Both virtual and in-person sessions available.