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News & Press: Annual Conference Speaker Spotlights

At the Intersection of Culture and Merger

Thursday, March 28, 2019   (0 Comments)
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AAOE's 2019 Annual Conference agenda is packed with a lineup of all-star industry experts presenting on the latest trends and innovation in orthopedic practice management. To help you get to know the conference's speakers a little better, we will be spotlighting them leading up to the conference.

AAOE's 2019 Annual Conference brings to you Joianne Meyers, Executive Director of Clinical Processes and Performance and David Bereson, Director of Business Intelligence and Analytics from Northern Arizona Orthopaedics. The landscape of mergers and acquisitions in healthcare have forced organizations to revisit their culture and strategy to successfully navigate these changes. Mission and Values statements that sit as idle words on a wall plaque may no longer serve any value. The key is to effectively integrate a culture that recognizes the importance of work/life balance with the most efficient business operations possible.  A strong company culture is the critical, often overlooked, component of successful mergers and acquisitions.  This presentation will discuss innovative strategies that merged a new vision of culture with an original business model.

Meyers and Bereson recently shared some information to help you get to know more about them and their session!

AAOE: Why should attendees come to your session?

Meyers and Bereson: We are excited to be back! Last year we helped attendees understand how to build a strong company culture through identifiable commitments and data capture - processes that include staff and give them a sense of accountability, not only to our patients but to each other. After an eventful year in our practice, we are on a somewhat different journey, one that involves corporate culture assimilation. We are continually navigating how to maintain our identity now that we have become part of an Management Services Organization (MSO). With news of mergers, acquisitions and partnerships becoming an everyday event, we realized that many executives are faced with navigating these same waters. At their core, MSOs allow for some autonomy, but, by their very design, they demand standardization.


AAOE: What's a fun fact about you that attendees should know?

Meyers and Bereson: David Bereson: Balances life as an Orthopaedic Executive with part-time ski patrolling, playing hockey, and coaching a youth hockey team. Joianne Meyers: Just as comfortable in the kitchen baking delectable treats as I am handling the trails on my dual sport motorcycle. I also run for beer.

AAOE: What are key takeaways from your session?

Meyers and Bereson: In this session you will learn what cultural pieces we developed for our organization pre-MSO partnership and what cultural pieces we feel will live on post-MSO partnership. We will provide you with the ideas and tools necessary to create a Management Services Agreement that provides your organization with the best of both worlds when faced with mergers, acquisitions and partnerships.


Register now for AAOE's 2019 Annual Conference, May 5-8 in Nashville, TN to attend Meyers and Bereson's session! Add their session to your personal agenda during registration, or add it later by editing your registration form in the Attendee Service Center

Questions about the Annual Conference or creating your personal agenda? Contact AAOE at or 800-247-9699.


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