Fall Forum Artwork

Session Descriptions and Speakers

General Session

Creating an Exceptional Patient Experience 
Part I -- 9:10 AM - 9:55 AM | Part II -- 11:00 AM - 12:00 PM

Ritz-Carlton Leadership Center
Sponsored by Curi

This engaging and inspiring experience is designed to share legendary Ritz-Carlton best practices, each harnessing the processes, insights, and philosophies that have made Ritz-Carlton a world-wide success for you to bring back to your practice.

  • The Ritz-Carlton Processes & Healthcare: Internalizing the key processes and systems that are the most applicable to the healthcare industry.
  • Talent Selection: The process of selecting, onboarding, and rewarding talent at The Ritz-Carlton and how this is applicable to your service providers.
  • Engagement in Healthcare: Recognizing the interrelationship between leadership engagement, provider engagement, and patient engagement and learning strategic techniques to personalize the patient experience.
  • Creating Patient Advocates Through Empowerment: Understanding how The Ritz-Carlton Empowerment Guidelines can be leveraged to reduce problem resolution costs and create an exceptional patient experience.
Valori Borland

Session Speaker
Valori Borland
Practice Director
Ritz-Carlton Leadership Center

As a trusted advisor with The Ritz-Carlton Leadership Center, Valori Borland brings over three decades of experience with The Ritz-Carlton Hotel Company to create exceptional experiences with clients worldwide.

Throughout Valori’s time with the brand, she has played an integral role in the global expansion and openings of over 60 Hotels, Destination Clubs and Residences in 20 different countries across Asia/Pacific, Europe, Middle East, North America and Russia. Her experience implementing The Ritz-Carlton Culture and brand standards in new countries and continents has benefited many clients as they look to grow and expand into new markets.

Breakout Session 101

Caring for Yourself & Others during the COVID-19 Pandemic
10:00 AM - 10:45 AM

Session Description
Administrators and their practices are dealing with higher-than-normal levels of stress, anxiety, worry, and emotional and physical exhaustion as the COVID-19 virus continues to spread. 

From balance and burnout to emotional health, issues of well-being are front and center for today’s medical practices. Having a practice culture that supports people’s health is having a culture that supports people.
Ready to rethink your role in a way that allows well-being to be embedded into the practice culture? We’ll take a look at how living with intention, purpose, discovering one’s true self-authenticity, practicing self-care, and focusing on the positive gratitude are the key attributes to practice success.

Learning objectives:

  • Recognize major factors influencing work-life balance and the key drives of burnout.
  • Explain the relevance of addressing leadership, self-care, self-compassion, emotional disclosure, and gratitude as predictors of burnout.
  • Using an innovative model created to promote fulfillment and decrease burnout, discover ways to address personal resilience, the culture of wellness, and practice efficiency.

Jason HoraySession Speaker
Jason Horay, MS, CHES 
Manager of Health Strategy & Well-Being

Jason Horay is the Manager of Health Strategy and Well-Being at Curi, a company committed to helping physicians in medicine, business, and life. In this role, he serves as Health Promotion Program Manager for the North Carolina Medical Society Employee Benefit Plan, where he partners with brokers, producers, and vendors in supporting nearly 500 medical practices and 11,000 covered healthcare professionals. Jason has also held well-being leadership roles at Duke University, IBM, and Cisco Systems.

Jason is a graduate of Leadership North Carolina and chairs the Triangle (N.C.) Area Health Promotion Network. He was featured as a WELCOA Member Spotlight and voted as a Top 100 Health Promotion Professional.

Breakout Session 102

CARES Act PPP and HHS Funds – The Path Forward
10:00 AM - 10:45 AM

Session Description
The CARES Act provided financial resources to help sustain small businesses during the pandemic. Two of the CARES Act provisions, the Paycheck Protection Program (PPP) and the Provider Relief Fund (HHS Stimulus) were paramount in assisting physician practices with needed cash flow. Along with federal assistance comes uncertainty – in the forgiveness process, financial reporting, attestation, and federal tax implications. With what seems like daily updates to SBA and federal government guidance, you may feel like you are navigating an ever-changing maze. In this session, we will review the most up-to-date guidance from the SBA, IRS, and HHS to assist you in navigating the path forward.

Tracey-Martin PhotoSession Speaker
Tracey Flynn Martin
Bernard Robinson

Tracey has over 35 years of experience as a CPA and is a tax and consulting partner with BRC. She applies her knowledge and practical ideas to meet the needs of firm clients from both a business and tax perspective. Tracey is partner-in-charge of the Winston-Salem office for BRC and leads the Firm’s CAS service line (Client Accounting Solutions – a service that focuses on providing outsourced accounting and advisory services to BRC clients). She primarily works with professional service groups and high net worth individuals, including physician practices, law firms, marketing & advertising. She also has experience with nonprofit entities and closely-held businesses.

Breakout Session 103

Hot Topic Roundtable Moderated Discussion
10:00 AM - 10:45 AM

Session Description
Get ready to listen and share! This roundtable discussion, led by a moderator, will feature hot healthcare topics (to be chosen closer to the forum date) and will allow for sharing of best - and worst -practices on a variety of practice-relevant topics. Hear what your peers have to say!

Doral Jacobsen PhotoSession Moderator
Doral Jacobsen, MBA, FACMPE
Founding Partner, Prosper Beyond, Inc. 
Doral Jacobsen, MBA, FACMPE, is a founding partner of Prosper Beyond. She is a seasoned healthcare consultant with more than 20 years’ experience serving healthcare providers ranging from solo practitioners to large academic medical centers. She is a popular speaker and author, always looking around the corner to help her clients prepare for what’s next. Jacobsen is known for assisting practices with next-generation managed care contract negotiations, revenue cycle, and payment reform. She is a Fellow in the American College of Medical Practice Executives, graduated from Florida Atlantic University with a bachelor’s degree in health services, and obtained her master’s in business administration from Webster University in Denver. She has authored numerous articles on medical practice revenue cycle, payer contracting, and payment reform and is a frequent speaker at national, regional, and local healthcare forums. Most recently, Doral co-authored MGMA’s new book titled Transitioning to Alternative Payment Models: A Guide to Next Generation Managed Care Contracting published in October 2016.

Return to the Fall Forum general information page.


Meet The Expert

Dee Brown PhotoSession Moderator
Dee Brown
HR Advisor, HR Experts
Our "Meet the Expert" Dee Brown is the HR Advisor for the HR Experts program and will be here to provide immediate, one-on-one answers to your HR questions. From basic regulatory matters to practical solutions for complex problems, Dee can assist you with any HR issue, including:


Covid-19 Safety
Remote Work
Social Media Issues


Wage and Hour
Pay Practices
Drug Screening
Background Screening
Employee Handbooks


Mission, Vision, Values
Employee Relations
HR Structure
Leadership Development
Supervisory Practices
Talent Acquisition
Talent Management


This special opportunity is open to all registrants, regardless of their malpractice affiliation.
To sign up for your complimentary 15-minute session, please email us by clicking here.

Return to the Fall Forum general information page.