Practice Management

WVC 90th Annual Conference

(PM51P) Management Core: The Best KPI’s for Success

Sunday, March 4
3:00 PM - 3:50 PM
MBCC, Breakers E, Level 2

CE Credits: 1

A profitability turn-around takes planning, focused attention, and changes to your processes to boost efficiency and productivity. Declines in profit impact your ability to pay bills, offer competitive wages and benefits, buy new equipment and protect the investment value of your veterinary practice. Learn the latest revenue and expense KPI's and how to get to a 20% ROI.

Charlotte Lacroix

Veterinary Business Advisors

Dr. Lacroix owns and manages Veterinary Business Advisors, Inc., a legal and business consulting firm, and advises Veterinarians and attorneys nationwide on business and legal issues. Dr. Lacroix received her DVM degree in 1988 from the University of California at Davis. After completing a large animal internship at the University of Guelph (Ontario, Canada), she worked for several years at an equine medical and surgical referral practice serving northern New Jersey's large equine community. In pursuit of her goal to make greater contributions to the veterinary profession, Dr. Lacroix attended law school and received her Juris Doctor from the University of Pennsylvania Law School. She is licensed to practice in Pennsylvania and New Jersey. Dr. Lacroix's legal and consulting activities include: legal document preparation and negotiation; assisting practice owners in selecting and forming business entities; advising on all aspects of veterinary partnerships, including associate buy-ins, specialty and general practice governance and management, and partner retirement and withdrawals; negotiating and facilitating the purchase and sale of practices of all types; consulting on specialty practice "shared leases" and other commercial leases; assisting with all employment law issues; and advising on malpractice cases, animal law, and other legal and business problems. Dr. Lacroix lectures extensively on all of these topics nationwide and overseas and is a frequent speaker at AVMA, AAHA, NAVC, WVC, and other veterinary association and industry meetings and seminars. She is also an enthusiastic adjunct professor at the University of Pennsylvania.


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Denise Tumblin

WTA Veterinary Consultants

Denise Tumblin, owner of WTA Veterinary Consultants, provides management, valuation, and transition services to independently-owned veterinary practices across the U.S. Her company co-authors the Well-Managed Practice® Benchmarks Study, and Denise is the co-founder and facilitator of the WellMP® Management Groups.

Denise speaks regularly at national and regional meetings on valuation and management issues and has authored numerous veterinary management articles.

Denise is a graduate of The Ohio State University and is a member of:
• The AICPA, the OSCPA, and NACVA
• VetPartners - serves on the Valuation Council and is a past Board Member
• Veterinary Team Brief Advisory Board
• The Capital Area Humane Society


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(PM51P) Management Core: The Best KPI’s for Success


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