Concierge Medicine Today presents the industry’s annual medical education conference

the CMF 2025 Slide Decks

October 16-18, 2025 | ADDITIONAL CMF EDU RESOURCES BELOW IF YOU KEEP SCROLLING DOWN | PAGE EXPIRES 12/31/25

Note: Recordings are not available for CMF Sessions. For access to 100+ hours of additional on demand content about this industry, browse of our Video Library Archive

Below Are Most (Not All) Presenter Slide Decks (PDF) from CMF2025 (Oct 16-18, 2025)

Disclaimer: Please be aware that these slide decks (and this page) will expire on December 31. The presentations, information, links, etc., provided are intended solely for educational purposes and should not be considered professional advice nor shared with any individuals other than registered CMF participants. Slide decks, speaker participation, etc., do not serve as endorsements for or against any viewpoints, and claims or results have not been validated by Concierge Medicine Today, LLC. You assume all associated risks. The opinions of individuals, companies, organizations, and speakers do not necessarily reflect those of Concierge Medicine Today LLC. We encourage you to conduct your own research. Thank you.

ADDITIONAL CMF 2025 FREE BONUS WEBINARS AVAILABLE UNTIL 12/31/2025

2025 Concierge Medicine FORUM SLIDE DECKS

Please note, only slide decks that have been approved by the speakers or organizations are featured on this page. Please do not share this link. We have also included a way to connect directly with speakers from the Concierge Medicine Forum should you desire. Should a few presenters wish to make minor edits to their slides, we will upload those revised versions here, so please check back between now and December 31. These materials, presenters and information are not vetted and may or may not contain errors, omissions, etc., please do your own due diligence. Thank you!

Slide Decks (PDFS Only) + BONUS 🎥 🎙️ ARE Organized In Alphabetical Order by Presenter's Last Name

Please note, not all presenters had slides. We are only sharing CMF 2025 slide decks that have been approved by the speakers or organizations on this page. Should we receive additional slides from presenters/organizers on or before 12/31/25 when this page will expire, we will update them to this page. Thank you.

  • Joe Aguilar

    • Get Connected/Contact: (LinkedIn)

    • Managing Partner, HMS Valuation Partners - Bio

    • “Beyond the Numbers:  Defining the True Worth of your Concierge Practice” - PDF Slides

    • Email: joe.aguilar@hmsvalue.com

  • Dr. Ellie Campbell and Natalie Corbin-Ricchiuti

  • Jim Eischen, Esq.

    • Get Connected/Contact: (LinkedIn)

    • Presentations

    • Email: jim@eischenlawoffice.com

    • Office: (619) 919-5395

    • BONUS RECORDINGS AVAILABLE 🎥 🎙️ CMF 2025 (Webinar(s) / Podcast(s) Audio)

      • ⚠️ April 2025 OIG Alert — only the 4th of its kind (Watch/Listen)

      • 🎙️Cash Healthcare: How Does It Really Work??? Industry Legal Expert Weighs In! (Watch/Listen)

  • Michelle Fritsch, PharmD, BCGP

  • Julie Kniseley

    • Get Connected/Contact: (LinkedIn)

    • Web Site: President, James Moore HR Solutions

    • Email: julie.kniseley@jmco.com

    • Presentation Title: “The Art of the Experience: Your Brand, Through Their Eyes: Hiring for Experience-Driven Care”

  • Eunicia Peret

    • Get Connected/Contact: (LinkedIn)

    • “Strategic Exit Planning For Physicians” - PDF Slides

    • Email: eunicia@excelstra.com

    • Office: (770) 738-9636

    • BONUS RECORDINGS AVAILABLE 🎥 🎙️ CMF 2025 (Webinar(s) / Podcast(s) Audio)

  • KATIE RHODES

    • LEARN MORE AND CONNECT WITH KATIE HERE: https://consult.coalcreekledgers.com or https://www.linkedin.com/in/katierhodes23/

    • BONUS RECORDINGS AVAILABLE 🎥 🎙️ CMF 2025 (Webinar(s) / Podcast(s) Audio)

      • Webinar: “Regaining Total Clarity and Control Over Your Business Finances”

      • Our guest today is Katie, Owner of Coal Creek Ledgers -- and in this week's episode of the DocPreneur Leadership Podcast we talk about medical office finances and the 16 Levers You Can Pull to Help Your Medical Practice Thrive!

      • "With over a decade of experience in managing business finances, I help owners like you cut through the noise, get clear on your numbers, and make confident decisions. I started this firm to help business owners step into their role as strategic leaders—not just operators. This is about more than financial reports—it’s about gaining the clarity and control you need to lead with vision, build with purpose, and grow without second-guessing every move."

  • Tom Wingert

    • Get Connected/Contact: (LinkedIn)

    • Chief Revenue Officer

    • Castle Connolly Private Health Partners, LLC - Web Site

    • “Sparking Joy in Membership Sales: Medicine as a want, not just a need.” - PDF Slide Deck

    • Email: twingert@ccphp.net

Industry References and RESOURCES

  • The Basics for Beginners

    (Hardcover Edition)

    Perfect for newcomers wanting to understand different business models, explore options, and adopt a physician entrepreneur mindset in a competitive economy.

    Get the Book

  • Marketing Edu. “I just need to grow!” (Hardcover Edition)

    (Hardcover Edition, Release Date 10/1/25)

    (Now Accepting Preorders)

    You've been cozying up to the old-school marketing playbook to grow your practice. But now, it's time to flip the script! Let's pivot from self-promotion to putting your patients front and center.

    Get the Book

  • Advanced Customer Service Lessons

    (Hardcover Edition)

    “Time to level up your practice! This isn't a book about how to make your practice bigger. This is a book about how to make your practice more appealing to the people who don’t usually—or have never—gone to practice.”

    Get the Book

  • Mastering New Patient Referrals by Curating Remarkable Patient Experiences

    (Softcover Edition)

    For seasoned concierge practices seeking to elevate their patient experience and boost word-of-mouth referrals from existing patients!

    Get the Book

Looking for something MORE SPECIFIC, we’d like to help!

Here’s A FEW ADDITIONAL EDUCATIONAL AVENUES we MIGHT BE ABLE TO GUIDE YOU TOWARD:

FAQs: Will you record or live stream certain sessions of the conference?

This is really an event you really need to experience in-person. We do not currently offer live streaming or a virtual viewing option during this Conference. However, if event organizers decide to offer this option, virtual tickets must be purchased through our event app. At present, no live stream is being planned. In the past, conference attendees have mentioned that it can distract the audiences. We may record certain sessions for playback and post them in our event app for paid ticket holders, highlighting certain speakers and sessions who provide exclusive conference content via webinar recordings. Any recordings, live streams or exclusive releases will be available for purchase in our event app and released in November, following the conclusion of our Concierge Medicine Forum, annual conference.