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We are excited to bring you our second annual Summit!

The Physicians Summit 2014

Join us in beautiful North Dallas to explore this year’s theme:


“Rekindling the Entrepreneurial Spirit”

How to Stay Competitive in Today’s Ever-Changing Market

Staying competitive and fulfilled in today’s ever -changing business landscape can be challenging.
Medical professionals are required to keep up with the very latest in medical technology and practices; at the same time, it’s essential that they manage their business and stay on top of their investments.
When times get tough, knowing that you have the necessary skills to accomplish the tasks at hand is a major source of self-confidence. You’ll inspire those around you – co-workers and associates, even your family and friends – when they see that you don’t let the pressure get you down.

Welcome to “Rekindling the Entrepreneurial Spirit” – the theme for the Physician’s Summit 2014.

From passion and positivity to technology and innovation to freedom and wealth preservation, we’ll discuss and debate the latest trends that can help you run a profitable business… and create an environment where you can care for patients the way you were trained to.
  • Our experts will share their insight, knowledge and action strategies for enhancing your practice.
  • Together, we will explore the principles, practices and techniques that help ensure that your passion and portfolio flourish and thrive.
Prominent, well-respected and proven leaders will teach you how to:
  • Run a proven, cash-based and “concierge” practice model
  • Maintain safe and protected real assets
  • Develop sustainable practices for a work-life balance, your health, and much more.

This is what our second annual Physicians Summit is all about…

  • Learning and exchanging exciting new trends and innovation that can help you better manage and expand a successful practice.
  • Plus, investment and lifestyle alternatives that will set you on a path toward success, happiness and peace of mind.

Successful Entrepreneurs Are Ordinary People with Extraordinary Determination

Today in America, cutting-edge technological advancements and rapidly unfolding new treatments are some of the greatest advantages of being a physician or healthcare professional. Our country’s entrepreneurial spirit so far has not been vanquished, and to keep us at the forefront of medical excellence we must be vigilant and ever improving.
When doctors are immersed in government requirements and regulatory minutiae, they don’t have time to create the next generation of medical advances. But, don’t let current regulations and upheavals, or political and economic uncertainties, derail your vision.
America needs entrepreneurs – just like you – to remain number one in healthcare as well as a model for other countries.
From running a first-rate practice to developing the next medical breakthrough, you can and should be part of the new wave of entrepreneurs defining and mentoring our country’s future in medicine.
Innovation: Practicing physicians will reveal innovative treatments and procedures that they’ve made accessible to patients, many at a very affordable cost.
Do you have an invention or idea? Join to us… we’ll show you how to make your dream a reality.

Learn How You Can Run a Successful Cash-Based or Concierge Medical Practice

Many physicians are reinventing themselves by reshaping their business model. Medical practices have changed considerably from the days of house calls, and now, a small but growing number of primary-care physicians are reshaping how American families get their medicine.
Doctors are freeing themselves from over-regulated, stifling government and insurance oversight… while offering their patients the same services at a mere fraction of the cost.
Real Successes: Our faculty practitioners will tell you about their real-world practice model strategies and successes. They’ll also explain the challenges and reveal new opportunities that may be just right for you.

Wealth Preservation Strategies Specifically for Physicians

An atmosphere of changing and unpredictable laws adversely affects economics and investing. Today, in particular, this applies to physicians. Traditional ways of saving for the future – stocks, bonds, mutual funds – may not guarantee that you achieve your financial ambitions.
Investment Alternatives: We’ll explore alternate ways to save and invest with our internationally recognized experts in asset management and wealth building – these specialists have been selected for their credibility, expertise and profitable track records.
Wealth preservation and management is as essential to a physician’s strategy for success as a smoothly flowing patient management system. This is the time to plan for your future – and not only your retirement, but the ability to live a comfortable life now.

Maintaining Personal Balance and Health – Taking Care of the Whole Person

Some days it seems like our world is spinning out of control. It’s a stressful time. Upheaval in the world and turmoil in our healthcare system right here at home.
If you find yourself wondering about the future for you and your loved ones, you are not alone.
People who are best able to cope with life’s uncertainties are those with healthy bodies, minds and spirits. Whether you consider yourself fit or are looking for some tips on stress management, or a new direction for your diet and fitness routine, we believe in taking care of the Whole Person. Experts will be on hand to show you how.
Take the first step toward Rekindling Your Entrepreneurial Spirit. Register today and don’t miss three important and stimulating days that could dramatically change or improve your practice model, lifestyle and your financial security.


Note that CME Credits are available for this event. Learn More
Registration: $675   Early Bird: $575 ends Nov 1st
Early, Early Bird: $425! ends Oct 10th



Beth Haynes, MD
Beth Haynes, MD
Summit Moderator
Dr. Beth Haynes, MD is the Executive Director of the Benjamin Rush Institute. Previously in private practice with board certification in both Family Practice and Emergency Medicine, she has worked full time in health care policy for the past four years. Read More
Dr James
Dr. James Pinckney II
Dr. James believes in the old adage that integrity and hard work are critical to building customer loyalty. A visionary, he founded Diamond Luxury Healthcare in 2012, a concierge medical practice focused on the patient-physician relationship. Read More
Dr. Mark Williams
Dr. Josh Umbehr
Dr. Josh Umbehr
Born and raised in Alma, Kansas, Dr. Josh Umbehr majored in human nutritional sciences with a minor in biology, and completed extensive research on the effects of vitamin A on lung cancer. Read More
Dr, Robin Hall



10:00am - 1:00pm
1:00pm - 1:40pm
Opening Address
Igniting the Entrepreneurial Spirit
1:40pm - 2:20pm
The Private Practice Cash Model
2:20pm - 2:30pm
Break before workshops
2:30pm - 3:10pm
The Private Practice Concierge Model
3:10pm - 4:00pm
The Private Practice Asset
4:00pm - 4:45pm
Proven Patient Technology Solutions
4:45pm - 5:30pm
View all workshops HERE


8:00am - 8:40am
The Private Practice Concierge Model
8:40am - 9:20am
Practice Technology
Doctor Presentation
9:20am - 10:00am
Patient Care Advancements
10:00am - 10:20am
10:20am - 11:00am
The Private Practice Business
11:00am - 12:00pm
Emerging Medical Technologies
12:00pm - 1:20pm
1:20pm - 5:40pm
View all workshops HERE
7:00pm - 9:00pm


9:00am - 9:30am
The Private Practice Cash Model
The Cash Model
9:30am - 10:00am
Practice Technology
10:00am - 10:30am
Proven Patient Technology Solutions
10:30am - 11:00am
Doctor, Your Health Matters
11:00am - 12:20pm
View all workshops HERE
12:30pm - 1:30pm
Panel Roundtable / Q&A

2013 Testimonials

Very good conference – exceeded my expectations. I enjoyed the small group workshops which were very helpful and interactive.

PS 2013 Attendee

2013 CME Survey Results

The 2013 Physicians Summit was relevant to my work.

Strongly Agree 69%
Agree 28%
Don't Know 3%

My professional competence will increase because I have acquired new strategies to use in my practice.

Strongly Agree 39%
Agree 56%
Don't Know 6%
Disagree 3%

Was the mode of education effective for learning?

Yes 97%
No 3%

Do you believe this forum was appropriate for the scope of your professional activities?

Yes 97%
No 0%
N/A 3%

Content matched stated objectives.

Strongly Agree 58%
Agree 31%
Don't Know 3%
Disagree 8%
Strongly Disagree 0%


The Intercontinental Hotel - Dallas, Texas

Contemporary Dallas Hotel

Combining upscale accommodations with premium amenities like courtesy shuttle service and the city’s premier event space, InterContinental® Dallas is an excellent choice for business or leisure travelers. Throughout your stay, you will bask in our warm Texas hospitality. Boasting natural textures inspired by the Texas landscape and works by local artists, our recently redesigned lobby and restaurant are the perfect place to unwind before or after an exciting day in Dallas.

Deluxe Dallas Hotel Amenities

From the moment you walk into our newly designed lobby with a welcoming and contemporary feel, our staff will treat you with warm Texas hospitality. From state-of-the-art business and fitness centers to premier meeting facilities, our upscale Dallas hotel has everything you need. Relax with a dip in the outdoor pool or unwind with a gourmet meal at Q de Cheval, our award-winning restaurant. Guests also have easy access to local attractions like Galleria Mall with complimentary shuttle service.

Excellent Location

Located in the Addison, Texas business district, our upscale accommodations are close to companies like Mary Kay World Headquarters, Bank of America, USAA, Wells Fargo, Fannie Mae and top Dallas dining destinations. With easy access to multiple highways in the area, top attractions like Six Flags Over Texas and sports venues like AT&T Stadium, home of the Dallas Cowboys are just a short drive away. InterContinental® Dallas is also one of the top hotels near Galleria Dallas, and our courtesy shuttle service makes it easy to enjoy a memorable shopping outing.


For travel arrangements call Mickey or Michael at Opportunity Travel at 800-926-6575 or 561-243-6276, or send them an email. They’ll be happy to assist you with your air travel and hotel stay.

Discounted ​hotel ​reservations ​can ​be ​made ​by ​clicking HERE