LH Physician Leadership Development Guide flip

Lee Health

Physician Leadership
Development Program

September 2019 — February 2021

Integrate.
Align.
Engage!

Physician Leadership Development Program

Required On-Site Session Schedule

This collection of full-day sessions provided by AAPL Faculty, Physician
Leader Quarterly Meetings, designated online assignments, and exposure
to committees, councils, and social networking opportunities provide a
robust experiential learning opportunity designed specifically for you as
physician leaders.

Sept. 5, 2019 Program Kick-off & AAPL Leadership within a Culture of Trust
Thursday, 8 am – 5 pm, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

Oct. 2, 2019 Physician Leader Quarterly Meeting
Wednesday, 5:30 pm – 7:30 pm, at the Lexington Country Club
16257 Willowcrest Way, Ft. Myers, FL 33908

Nov. 22, 2019 AAPL Building and Leading Effective Teams
Friday, 8 am – 5 pm, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

Dec. 6, 2019 AAPL Integrated Health Systems: Physician Engagement
Friday, 8 am – 5 pm, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

Feb. 27, 2020 Physician Leader Quarterly Meeting
Thursday, 5:30 pm – 7:30 pm, at the Lexington Country Club
16257 Willowcrest Way, Ft. Myers, FL 33908

April 3, 2020 AAPL Emotional Intelligence:
EQ for Physician’s - Meeting Staff & Patient Needs
Friday, 8 am – 5 pm, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

May 20, 2020 Full-day Custom Program with Lee Health Executives
Wednesday, 8 am – 5 pm, at the GCMC Community Room
13681 Doctor’s Way, Ft. Myers, FL 33912

June 12, 2020 AAPL Dealing with Disruptive Physicians
Friday, 8 am – 5 pm, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

Sept. 10 & 11, 2020 AAPL Managing Physician Performance
Thursday & Friday, 8 am – 5 pm, both days, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

Nov. 20, 2020 AAPL Leading & Managing Strategic Change
Friday, 8 am – 5 pm, at the Collaboratory
2031 Jackson Street, Ft. Myers, FL 33901

Dec. 9, 2020 Physician Leader Quarterly Meeting
Wednesday, 5:30 pm – 7:30 pm, at the Crowne-Plaza
13051 Bell Tower Drive, Ft. Myers, FL 33907

Jan. 22, 2021 AAPL You’re Not Just a Doctor Anymore
Friday, 8 am – 5 pm, at the Collaboratory,
2031 Jackson Street, Ft. Myers, FL 33901

Feb. 19, 2021 Physician Leader Summit & GRADUATION!
Friday, 8 am – 3 pm, at the Westin Cape Coral Resort
5951 Silver King Boulevard, Cape Coral, FL

Table of Contents

Lee Health Physician Leadership Development Program - Overview... 2
Welcome from Dr. Scott Nygaard and Dr. Venkat Prasad........................3
American Association for Physician Leadership®........................................ 4
Advancing to your Certified Physician Executive (CPE) credential.....5
Pursue Your Master’s Degree..................................................................................5
Program Details........................................................................................................... 6

CPI 260TMAssessment and Development of
Personalized Action Plans................................................................................... 6
Online Curriculum.....................................................................................................7
On-site Curriculum.................................................................................................. 9
Physician Engagement Opportunities...........................................................16
AAPL Faculty Bios .....................................................................................................18
2019 Physician Leadership Program Members............................................ 24
AAPL Dashboard - Physician Portal.................................................................. 24
Letter from AAPL CEO Peter Angood............................................................. 25

Integrate. Align. Engage! | 1

Lee Health Physician Leadership
Development Program
Overview

Lee Health, in partnership with the American
Association for Physician Leadership® (AAPL), is
proud to offer this 18-month program targeted
specifically to employed and independent
physicians, and designed to build physician
leadership capability across our community. Our
vision for this program is to integrate, align, and
engage physicians to advance health and healing
in our community.

The Physician Leadership Development program
includes 10 live, full-day sessions conducted
by AAPL Faculty and Lee Health Executives,
and five on-line courses that can be completed
throughout the duration of the 18-month
program. Quarterly evening networking and
education sessions are also included to enhance
professional development and social contact
opportunities among peers.

Physicians will be awarded 104.5 total CME’s
for their participation in the 18-month program,
and will be encouraged to attend designated
committees, workgroups, physician meetings
or interdisciplinary projects to share expertise,
thought leadership, and best practices learned
through participation in the program.

Physicians completing the Lee Health Physician
Leadership Development Program can
subsequently pursue the prestigious Certified
Physician Executive (CPE) credential, and apply
credits toward a Master’s degree.

2 | Physician Leadership Development Program

I wanted to personally Congratulations!
welcome each one of Among ninety
you to the inaugural Lee applicants, you were
Health-AAPL Physician selected for the
Leadership Development first cohort of the
Program. Leadership is a Lee Health-AAPL
critical function within any Physician Leadership
organization. Why? Leaders Development
have a responsibility to Program.
steward their role to serve the organization.
It requires humility, to serve the needs of We value your alignment with Lee
other people. We have all seen the misuse of Health, your service to our patients and
leadership as a function of title, power, self- communities, your willingness to engage
interest. Leadership does not equate with and your desire to further support Lee
seniority or one’s position in the hierarchy Health’s mission, vision and values.
of a company.
We hope that your time sacrificed will
I like the following definition of leadership: be rewarded through this excellent
Leadership is a process of social influence, curriculum and will serve you well
which maximizes the efforts of others towards on your journey as you grow as a
the achievement of a shared goal. As you go physician leader.
through this journey of leadership, I want you to
see it through the lens of people and influence. There is a strong need for committed,
There are skills to be learned, but know that skilled, dedicated physician leaders
leadership is about serving others first. Simon with a high degree of integrity and
Sinek said it well in his book, Leaders Eat Last. deep patient-centric values in health
You will get out of this effort what you put into care today. Your acceptance of this
it in terms of self-reflection and curiosity. Keep responsibility is appreciated and
an open mind and learn from others who are welcomed.
investing time in you to build your leadership
skills, then use those strengths to influence Good luck and best wishes,
others to help Lee Health accomplish our
mission and vision. Venkat L. Prasad, MD, MBA/MHA,
FAAFP, CPE
My best to each of you as you embark on this Chief Medical Officer,
exceptional leadership journey. Lee Physician Group
[email protected]
Scott D. Nygaard, MD, MBA
Chief Operating and Medical Officer,
Lee Health
[email protected]

Integrate. Align. Engage! | 3

American Association for “ The American
Physician Leadership® Association
for Physician
For more than 40 years, the American Leadership® is the
Association for Physician Leadership® only professional
(AAPL) has helped physicians develop association and
their leadership skills through education, community
career development and thought solely dedicated
leadership. AAPL accelerates physician’s to developing,
leadership potential, thereby enabling nurturing and
personal and organizational transformation supporting
that benefits patient outcomes and physician
improves health care quality. leaders to create
transformative
Evidence shows that physician leadership solutions for our
is vital to the future of health care. Now fast-paced health
more than ever, physicians are rapidly ”care system.
engaging to become leaders in their — Peter Angood, MD
practices, organizations, and communities.
AAPL supports the physician workforce
across the entire career span, from
medical students to those in later career
stages. This includes physicians in clinical
roles, nonclinical administrative roles
and those on nontraditional physician
career paths. We are confident that all
health care organizations will benefit from
improved outcomes and quality, and more
efficient systems of care when guided by
professionally-trained and highly-skilled
physician leaders.

American Association for Physician Leadership®
is your partner for career guidance, networking,
and education opportunities to take your
leadership to the next level.

4 | Physician Leadership Development Program

Advancing to Your
Certified Physician Executive
(CPE) Credential

Earning the prestigious and internationally-
recognized Certified Physician Executive (CPE)
credential indicates that you’re not only an
accomplished physician, but someone who also
has the necessary leadership, management, and
communication skills required to effectively improve
the quality and efficiency of a health care organization.

Once you have completed the Lee Health Physician Leadership Development program,
you’ve met over 90% of the initial requirements for earning you’re CPE. Before
registering for your CPE Capstone, you must complete the following courses - online
or in person at an AAPL site - at your own expense:

• Three Faces of Quality (24 CME)
• Science of High Reliability (10 CME)
• Foundations of Financial Accounting (5 CME)
• Techniques of Financial Decision-Making (24 CME)
• Essentials of Health Law (8 CME)
AAPL offers the 3 ½ day CPE Capstone four times annually at an AAPL site. This
pinnacle event will allow you to engage and collaborate with your colleagues to
prepare for your CPE Leadership Summary Presentation, while earning 32 CME’s.

After successful completion of the Capstone, you’ll be awarded the designation of
CPE by the Certifying Commission in Medical Management (CCMM).

Pursue Your Master’s Degree

Participation in the Lee Health Physician Leadership Development program results in
automatic credits toward your Master’s degree, and a 10% discount on tuition with
five university partners:

• UMASS Isenberg (All online MBA)
• Carnegie Mellon University (Online and on-site MMM)
• USC Marshall (Online and on-site MMM)
• Thomas Jefferson University (All online MS-HQSM; all online MS-POPH)
• Arizona State University (All online MS-SHCD; all online MS-ASHI)

Integrate. Align. Engage! | 5

PROGRAM D E TA I L S

Assessment and Action Plans

CPI 260TM Assessment and Development
of Personalized Action Plans

CPI 260TM Leadership Assessment and Development of Your Personalized
One-Hour Telephone Debrief Session Action Plan

The California Psychological Inventory, Based upon the results of your CPI
also known as the CPI 260™, is a powerful 260™ assessment, you and your
tool that interprets the way others coach will develop a personalized
perceive respondents as leaders. It has action plan to address your
been customized to map competencies development opportunities and
specific to physician leaders. The provide the necessary guidance,
instrument reveals, based on the support and accountability to
respondent’s answers, how their reported improve your leadership skills.
behaviors are perceived by others and This might include suggestions
whether those behaviors enhance or for education, recommendation
decrease the ability to lead. The CPI 260™ for professional development
compares empirically derived data with activities, additional engagement
that of 5,000 leaders across a spectrum opportunities, etc. In a post-
of industries. Its primary purpose is skill- program review with your coach,
building. First, the assessment identifies you will discuss your growth and
the respondent’s approach to others accomplishments toward your
and interpersonal experiences, feelings goals, and define next steps in your
about rules and values, and inherent level journey as a physician leader.
of lifestyle satisfaction. The assessment
then provides a deeper look into those
approaches and reveals how approaches
have led to strengths and developmental
opportunities.

Assessment to Action
6 | Physician Leadership Development Program

Required Online Curriculum

To be completed on AAPL’s Dashboard/Physician Portal, to
supplement your learning throughout the 18-month program.

September 2019 — February 2021

Fundamentals of Physician Leadership Series
(31.5 CME’s)*

1. COMMUNICATION

Course Objectives:
• Interpret non-verbal cues and word use that can communicate intent.
• Determine personal communication style and personality type.
• Develop strategies for building relationships and working with others.
• Understand the four communication styles based on the DiSC

psychometric assessment.

2. FINANCE

Course Objectives:
• Define and apply basic concepts of finance.
• Understand the four types of accounting.
• Analyze fiscal reports to evaluate organizational performance.
• Apply financial principles to make informed decisions.

3. NEGOTIATION

Course Objectives:
• Identify core values which guide leadership styles and decision making.
• Discover current leadership level and potential personal impact.
• Explore processes for leading a team, tribe and organization.
• Develop strategies to maximize productivity of teams and individuals.

more >

Integrate. Align. Engage! | 7

4. QUALITY

Course Objectives:
• Assess the impact of financial and quality disruptors driving a consumer-

centric health care system.
• Examine the elements of quality improvement theories and frameworks.
• Understand how the history of quality and safety have impacted current

health reform.
• Identify the components needed to develop a culture of training.

5. INFLUENCE

Course Objectives:
• Identify core values which guide leadership styles and decision making.
• Discover current leadership level and potential personal impact.
• Explore processes for leading a team, tribe, and organization.
• Develop strategies to maximize productivity of teams and individuals.

*This activity has been planned and implemented in accordance with the accreditation
requirements and policies of the Accreditation Council for Continuing Medical Education
(ACCME), through the joint providership of the American Association for Physician
Leadership® (AAPL) and Lee Health. The AAPL is accredited by the ACCME to provide
continuing medical education for physicians.
The American Association for Physician Leadership® designates this on-line activity for a
maximum of 31.5 AMA PRA Category 1 CreditsTM. Physicians should claim only the credit
commensurate with the extent of their participation in the activity.

8 | Physician Leadership Development Program

Required On-site Courses

Led by AAPL Faculty -
Collaboratory, downtown Ft. Myers (73 CME’s)*

September 5, 2019
Leadership Development within a Culture of Trust

AAPL Faculty: Rebekah Apple, MA, DHSc

Course Description:
Building upon the results of an assessment specifically designed for physician
leaders, this course reviews the characteristics, motivations and thinking styles
present in the attendee group. Elucidating the way leaders can effectively
approach the management of themselves and others, the course provides a
detailed view of strengths and developmental opportunities while setting a
foundation for goal maximization within a culture of trust.
Prior to the course, participants respond to the American Association for
Physician Leadership’s customized CPI 260TM, an online assessment which offers
reliability and validity with a normative sample of 6,000 senior executives. Unlike
other leadership assessments, this tool speaks to unique competencies required
for physicians, incorporating concepts such as evidence-based practice, the
tendency to weigh risk vs. benefit, and more. These competencies were identified
through surveys of physician membership and the work of the Health Leadership
Alliance, a network of professional healthcare administration associations
representing more than 140,000 healthcare management professionals.
Course Objectives:

■ Understand how your approach is perceived by others
■ Have clarity regarding your leadership strengths and developmental

opportunities
■ Grasp how to cultivate a culture of trust based upon behavior
■ Be familiar with a critical thinking decision-making process that fosters

commitment to organizational mission and vision

Integrate. Align. Engage! | 9

November 22, 2019
Building and Leading Effective Teams

AAPL Faculty: William “Marty” Martin, MA, MS, MPH, PsyD, CHES
Course Description:
This full day workshop will provide participants with the knowledge, skills,
and support to build a Team-Based Health Care Organization that selects,
orients, trains, and rewards physician leaders, physicians, and other health care
professionals for designing and delivering care in a team based environment. A
team development survey will be utilized in this course to provide data on the
effectiveness of teams. In addition, cases, role plays, experiential activities and
movie vignettes will be used to reinforce the learning.
Course Objectives:

■ Transform a group of individuals into a highly motivated, high
performance team

■ Increase commitment from team members
■ Utilize the most effective ways to successfully integrate new

members into a team
■ Transform conflict situations into constructive ones
■ Bring out the best in team members
■ Establish team based policies, procedures and systems

10 | Physician Leadership Development Program

December 6, 2019

Integrated Health Systems: Physician Engagement

AAPL Faculty: Larry McEvoy II, MD

Course Description:

Collaboration and unity of purpose are essential for a team to succeed. For system
integration to work, physicians must support and work within that collaborative
organizational structure and culture. You’ll understand how physician behavior
must be consistent with the vision and values of the organization and be able
to win loyalty. Physician and administrative leadership must be tightly tied and
diverse cultures and philosophies must unify to create a shared agenda.

Course Objectives:
■ Examine systems that earn physician loyalty
■ Create effective and accountable leadership structures
■ Train physicians to execute an organizational vision
■ Manage difficult physician behavior

April 3, 2020

Emotional Intelligence: EQ for Physicians - Meeting
Patient’s and Staff’s Needs

AAPL Faculty: Char Wenc, LCPC, M.Ed

Course Description:
Your relationship with your patient is a critical component of your clinical practice.
If you want to better manage your relationship with your patients and co-workers,
consider the importance of emotional intelligence skills.

There is a renewed interest in healthcare in the role of emotional intelligence, due
to the fact that there is growing evidence that a physician’s emotional intelligence
influences patient outcomes and organizational success.

Course Objectives:
■ Communication - listening deeply and opening as well as sending clear,
credible and convincing messages.

■ Interpersonal effectiveness - being attuned to others, having the ability to
relate to all kinds of people

more >

Integrate. Align. Engage! | 11

■ Building Trust - being trustworthy and ethical when working and
relating to others

■ Building Bonds - nurturing and maintaining relationships, knowing the skills
to connect with others effectively

This seminar will move the participants’ emotional intelligence to their next level.
The participants will leave with a higher knowledge of what emotional intelligence
is and more importantly the commitment and skills to implement it.

June 12, 2020
Dealing with Disruptive Physicians

AAPL Faculty: Richard Lauve, MD

Course Description:
The Joint Commission has required a policy that “defines acceptable and disruptive
and inappropriate behaviors” since January of 2009. Research on high-reliability
organizations demonstrates that disruptive and inappropriate behavior deteriorates
both quality and safety. Yet many organizations struggle with implementing
a process for managing these behaviors that balances the imperative for a
harassment-free workplace with the rights of the disruptive individual.
In their Sentinel Event Alert of July 9, 2008, the Joint Commission referenced
publications with Dr. Lauve as co-author 11 times. Dr. Lauve and his colleagues
have provided guidance to a number of health care systems throughout the
process, from policy development to expert witness testimony after-the-fact of
privilege adverse action. Convinced that there are right and wrong ways “to do
the right thing,” Dr. Lauve shares his experiences in this program while simplifying
the regulations, laws, and court decisions that influence how systems can get this
important work accomplished.
Course Objectives:

■ Implement policy to identify problematic behavior in applicants
■ Develop clear behavior expectations
■ Identify resources and techniques for dealing with disruptive behavior
■ Differentiate between manageable disruptive behavior and the disruptive

individual likely to require professional help
■ Develop policy to guide appropriate responses to the full continuum of

disruptive behavior
■ Ensure protection from the federal Healthcare Quality Improvement Act

(HCQIA)
more >

12 | Physician Leadership Development Program

■ Minimize the risk of subsequent lawsuits for appropriate action
■ Maximize your defense when sued for inappropriate adverse

privileging actions

September 10 & 11, 2020 more >

Managing Physician Performance

AAPL Faculty: William “Marty” Martin, MA, MS, MPH, PsyD, CHES

This on-site session will include physicians who completed the Lee Health
Physician Leadership Institute (PLI) program.

Course Description:
In this 2-day course, attendees will gain insight into the following key concepts
and competencies:

FOUR MOST FREQUENT THEORIES
• The specific characteristics and needs of individuals
• The personal consequences of various types of behaviors
• The group/team environment and organizational culture
• The specificity of both expectations and feedback

RECRUITMENT, SOURCING & INTERVIEWING

COMPONENTS OF PERFORMANCE MANAGEMENT
• Defining expected behavior
• Measuring actual behavior
• Feedback and coaching

TYPES OF DATA FOR PERFORMANCE MEASUREMENT
• Quantifiable systematic data
• Behavioral observation data

PERIODIC PERFORMANCE REVIEW COMPONENTS
• Review of data
• Self-evaluation
• 1:1 interview with mutual discovery and goal setting

“INVERTED PYRAMID” OF MANAGING PHYSICIAN PERFORMANCE
• Recruiting with the right doc from the onset
• Clear expectations of performance
• Clear measures of performance
• Compensation aligned with expectations

Integrate. Align. Engage! | 13

• Routine and periodic feedback
• Managing marginal performance
• Adverse action

Course Objectives:
■ Apply the six dimensions of performance to recruiting, retaining and
evaluating physicians
■ Better manage recruiting efforts
■ Design and ask interview questions which create a meaningful exchange
■ Better align physician compensation and organizational objectives
■ State the core components of a performance management system
■ Write clear definitions for the dimensions of physician performance
■ Identify sources of data for performance measurement
■ Evaluate performance on the basis of behavior
■ Plan and conduct a performance improvement interview
■ Communicate more effectively in one-on-one situations
■ Give more effective feedback

November 20, 2020

Leading and Managing Strategic Change

AAPL Faculty: William “Marty” Martin, MA, MS, MPH, PsyD, CHES

Course Description:
The key to surviving and thriving as a physician leader is your ability to lead
and manage strategic innovation and change. You’ll understand the difference
between a compelling vision and a “burning platform” and be able to make the
case for change. You’ll gain the tools, techniques and skills to lead change, not just
manage it, and guide your organization to the forefront of health care innovation.

Course Objectives:
■ Define the role of physician executive in leading and managing strategic
innovation and change
■ Distinguish between a compelling vision and a “burning platform”
■ Master the steps to make the case for strategic innovation and change
■ Identify the top reasons why organization change efforts fail and how to
prevent them

more >

14 | Physician Leadership Development Program

■ Describe the six steps of the Blueprint of Successful Change Model
■ Embrace resistance rather than fear or fight resistance
■ Differentiate between leading and managing innovation and change from

transition
■ Develop a 30-day, 60-day, and 90-day action plan

January 22, 2021
You’re Not Just a Doctor Anymore

AAPL Faculty: Kevin O’Connor, MA, CSP, LMFT, LCPC
Course Description:
Physician leaders are required to develop a new skillset of beliefs, behaviors, and
results that will define their work beyond their clinical expertise and reputation.
In order to meet these challenging requirements of the physician as leader,
influencer, and as ‘right thinker’ this course devotes itself to specific physician
leader competencies.
Course Objectives:

■ Develop a personal philosophy of leadership
■ Determine a personal plan of action when influence is required
■ Analyze and demonstrate how to initiate successful change in a

complex activity
■ Analyze and summarize one’s own unique understanding of change

and transformation
■ Use specific communication strategies for specific needs and in

specific situations
■ Prepare and rehearse a plan for executive presence in meetings one-to-one

or one-to-100
This course consists of lecture, interactive group work, theory and best practices,
as well as discussion. Pre-work in the form of a confidential email to the attendees
from the presenter will allow for a closer focus on the needs and the wishes
of those present. The responses received will provide a platform for faster and
more effective education and change and will serve as a dynamic model for the
attendees themselves as they take the course content to their respective positions
of leadership.

Integrate. Align. Engage! | 15

February 2021
On-site Graduation

At the end of the program, participants will understand:
■ A common vocabulary of leadership, change and influence
■ An opportunity to openly discuss leadership successes and near successes
■ A way to forge a leader identity that focuses on outcomes
■ Strategies to use immediately with others

*This activity has been planned and implemented in accordance with the accreditation
requirements and policies of the Accreditation Council for Continuing Medical Education
(ACCME), through the joint providership of the American Association for Physician
Leadership® (AAPL) and Lee Health. The AAPL is accredited by the ACCME to provide
continuing medical education for physicians.
The American Association for Physician Leadership® designates this live activity for a
maximum of 73 AMA PRA Category 1 CreditsTM . Physicians should claim only the credit
commensurate with the extent of their participation in the activity.

Physician Engagement Opportunities

Quarterly Networking & Education,
Committees, workgroups, more

We invite and encourage you to participate in committees, workgroups, and
interdisciplinary teams to share your expertise, learnings from the program, and
thought leadership.

■ Attend Quarterly Networking & Education Meetings
■ Engage in Continuous Improvement Practice and Section Meetings
■ Attend LPG Dinner Meetings
■ Participate on interdisciplinary teams/workgroups
■ Leverage opportunities to present and publish
■ Attend Town Hall Meetings

16 | Physician Leadership Development Program

“ Physicians are often viewed as

the most effective leaders in
determining and affecting better
health care outcomes because
of the inherent nature of patient-

”physician relationships.

— Peter Angood, MD

Integrate. Align. Engage! | 17

Faculty Bios

Rebekah Apple, MA, DHSc
Senior Manager of Programs, American Medical Student
Association
Rebekah Apple has designed and delivered educational programs
for the American College of Cardiology, the American College of
Physicians, Texas Health Resources and the Pennsylvania Medical
Society, among others. She was responsible for customizing the world-
recognized CPI 260TM assessment to address leadership competencies
specific to physicians, which she uses with other assessments to help
physicians develop cultures of trust, maintain resiliency and lead
through change. She also has customized a self-awareness assessment
for medical students preparing for residency.
With a special interest in health care organizational ethics, Apple is a
voting member of the University of South Florida Division of Research
Integrity and Compliance Conflict of Interest Committee and serves
on the Florida Hospital Ethics Committee, Suncoast Hospice Ethics
Committee and as bioethics peer reviewer for Advances in Skin &
Wound Care. She serves on the Culture of Integrity Task Force for the
American Medical Women’s Association, and regularly provides in-
service training on ethical responses to shooting events in hospitals.
Apple is also a member of the board of directors for Choice for Care, a
certified facilitator for Advance Directives, and teaches undergraduate
health care ethics at St. Petersburg College.

Areas of Expertise
• Using Influence
• Change Management
• Resilience
• Leadership development
• Health care Ethics

Degrees
• MA - Bioethics, University of South Florida
• DHSc, Health Science,

A.T. Still University College of Graduate Health Studies

Certifications
• ASTD, coaching certificate
• NCDA, global career development certificate
• MBTI, administrator
• CPI 260TM, administrator
• Change Style Indicator, facilitator
• Creative writing, graduate certificate
• Influence Style Indicator

18 | Physician Leadership Development Program

Richard Lauve, MD
Owner / Manager, Lauve & Associates, LLC
Richard Lauve (pronounced “love”) is a nationally recognized speaker,
facilitator, and consultant. His engagements range from half-day
seminars to multi-year system transformations.
Dr. Lauve’s recent long-term organizational roles include: CEO of
Palmetto Primary Care Physicians, chief medical officer for Trident
Health in Charleston, SC, medical director and VP of Clinical Affairs of
the LA, MS, & TN regional office of the Voluntary Hospital Association
(now Vizient), vice president of medical affairs for Woman’s Hospital
in Baton Rouge, LA, and president and medical director of a privately
held, multi-state PPO. He later developed the infrastructure of this PPO
to enable conversion to a provider-owned HMO.
Dr. Lauve completed an internal medicine residency in 1979, practiced
for five years in a solo internal medicine practice in rural Utah, initially
in the National Health Service Corps, and left that practice for the
challenge of being the chief medical officer for the first chemical-
weapons-destruction facility in the world with the U.S. Army. Returning
to New Orleans in 1989 Dr. Lauve was board certified in internal
medicine in 1990; received his MBA in 1992; and served as the medical
director for the faculty practice at LSU New Orleans where he taught
ethics and medical management to medical students and residents
from his position as assistant to the chair of medicine. He then served
as the medical director of a 120 bed multi-unit “hospital within the
hospital” at Charity in New Orleans; provided consulting services to a
wide range of healthcare organizations and professionals.

Areas of Expertise
• Conflict management
• Negotiations
• Credentialing and privileging
• Teaching physicians to lead
• “On-boarding” physicians to the board
• Understanding and avoiding legal pitfalls in privileging
Degrees
• MD - Internal Medicine - Louisiana State University, New Orleans
• MBA - Tulane University
Certifications
• CPE American Association for Physician Leadership®,

fellow and life member

Integrate. Align. Engage! | 19

William “Marty” Martin, MA, MS, MPH, PsyD, CHES
Director and Associate Professor, DePaul University

Marty Martin is a highly sought-after presenter, trainer and facilitator
in the United States and abroad. His topics range from managing
physician performance to elements of teamwork. Martin currently
serves as director and associate professor of the health sector
management MBA program at DePaul University in Chicago. In this
role, he launched three innovative programs: dual MBA/MS degree
with Rush University; health care concentration in the MS in predictive
analytics, and MS in health informatics.
Martin has authored more than 100 refereed articles in journals ranging
from the Journal of Health Care Finance to the International Journal of
Computer Science and Technology. His scholarly and consulting work
has been featured in stories in the Wall Street Journal, Washington
Post and USA Today. He has also written two books: The Inner World
of Money: Taking control of your financial decisions and behaviors
(2012) and Taming Disruptive Behavior, published by ACPE, in 2012.
Before DePaul, Martin practiced clinical psychology in primary
health care settings. He continues to practice behavioral sleep
medicine as a licensed clinical psychologist. He also has served in key
leadership positions at DePaul, Johns Hopkins Hospital and Tulane
University Hospital and Clinics. He serves on boards, such as Aurora
Health Care, as a member of the social responsibility and executive
compensation committees. He is actively involved in the innovation/
entrepreneurship community in Chicago, working with health care
organizations to design processes and collaborating with health-
focused business incubators, such as Healthbox. He was recently
selected as a Coleman Entrepreneurship faculty fellow to continue
his work on health care innovation and entrepreneurship. Martin is
seeking a postgraduate diploma in global eHealth at the University of
Edinburgh School of Medicine.

Areas of Expertise
• Training and public speaking
• Retreat facilitation
• Strategic planning facilitation
• Resolving conflict: mediation to large systems
• Performance management design and implementation

Degrees
• PsyD - Clinical Health Psychology, Rutgers University
• MPH - Health Promotion, Rutgers University
• MSc - Behavioral Sleep Medicine, University of Glasgow
• MS - Financial Planning, College of Financial Planning
• MA - Psychology, Catholic University of America
• BS - Biology/Chemistry, Xavier University of Louisiana

Certifications
• Certificate of professional qualification in psychology (CPQ)
• Master planner advanced studies (MPAS)

20 | Physician Leadership Development Program

Larry McEvoy II,
Chief, Strategy and Innovation, PracticingExcellence
Larry McEvoy, MD, a seasoned health care executive and experienced
emergency physician, has the unique capacity to integrate diverse
strategic and professional perspectives through leadership, facilitation,
coaching and presentation. Particularly focused on the shared work
between executives, clinicians, and clinical leaders, Larry’s experience
as both a CEO and a clinician deepens his skill in facilitating dynamic
shifts in mindset, method, and performance. Whether he is working as
a titular leader, consultant, facilitator or storyteller, Larry is particularly
effective at creating strategic alignment, inclusive leadership and
energetic collaboration.
Dr. McEvoy is the co-founder of and Chief of Strategy and Innovation
for PracticingExcellence, a physician-built, crowd-sourced learning
ecosystem which supports skill development, professional fulfillment,
and patient-centered performance within clinical microsystems. He
also serves as an executive-in-residence at the Center for Creative
Leadership, a global resource for leadership development, practice,
and research. From 2008 to May 2012, Dr. McEvoy served as the CEO
of Memorial Health System in Colorado Springs, CO, facilitating a
$100 million turnaround, the emergence of a culture of collaboration
and commitment, and Memorial’s transformation from an at-risk and
unfunded municipal hospital to the threshold of its merger with the
University of Colorado Health System. Prior to his work with Memorial
Health System, he was a senior executive and emergency physician at
the Billings Clinic in Billings, MT, rated number one in patient safety by
Consumer Reports in 2012.
Dr. McEvoy is a Board-certified fellow, American College of Emergency
Physicians and a faculty member of the American College of Physician
Executives. He completed his residency and internship at Hennepin
County Medical Center in 1995 and earned his MD from Stanford
Medical School in 1992.

Areas of Expertise
• Executive and physician leadership
• Strategy
• Clinical quality
• Techniques of organizational transformation
• Patient-centered, collaborative approaches
• Crafting volitional, high-performance organizations

Degrees
• MD - Stanford University Medical School
• Residency - Emergency Medicine, Hennepin County Medical Center
• BA - English Writing, Caroll College

Certifications
• Fellow, American College of Emergency Physicians
• Board-certified, American Board of Emergency Medicine

Integrate. Align. Engage! | 21

Kevin O’Connor, MA, CSP, LMFT, LCPC
Principal, Kevin E. O’Connor & Associates Ltd.
Kevin O’Connor specializes in working with physicians called to the
next step in their careers … to help them present, influence and lead
better, so their teams can focus on innovating, communicating and
growing. O’Connor demonstrates safe, easy-to-learn strategies that
will bring physicians together for greater influence, patient safety and
improved quality.
After more than 25 years of teaching and interviewing successful
physicians around the globe, O’Connor knows what physicians must
consider to transition from peer to leader and achieve their goals in
today’s dynamic health care environment.
O’Connor has authored and co-authored several books, including
Fearless Facilitation: The Ultimate Guide to Engaging (and involving!)
Your Audience (2013), Speak Up: A Woman’s Guide to Presenting Like
A Pro (2008, co-authored with Cyndi Maxey, CSP) and Present Like A
Pro: A Field Guide to Mastering the Art of Business, Professional and
Public Speaking (2006, co-authored with Cyndi Maxey, CSP).

Areas of Expertise
• Influence/leadership
• Teamwork/collaboration
• Conflict resolution
• Presentation skills
• Innovation
• Ethics

Degrees
• Master of Arts - Counseling Psychology,

Alfred Adler School of Professional Psychology
• Master of Arts - Pastoral Studies/Spirituality,

Loyola University Chicago
• Master of Arts - Education, Saint Xavier University
• Bachelor of Arts - Philosophy, Loyola University Chicago

Certifications
• Certified Speaking Professional (CSP), designation held by fewer

than 550 in the world, for speaking excellence
• Licensed Marriage and Family Therapist (LMFT), State of Illinois
• Licensed Clinical Professional Counselor, (LCPC), State of Illinois
• National Board of Certified Counselors (NBCC), national certification

Other
• Loyola University Chicago, Senior Lecturer
• Columbia College, Chicago, Senior Adjunct Lecturer

22 | Physician Leadership Development Program

Char Wenc, LCPC, M.Ed
Principal, Char Wenc Communication
Char Wenc is a communication and relationship specialist
working with leaders to equip, enhance, and encourage
their skills in working with colleagues, staff and clients.
She teaches doctoral level students at the Adler University,
Chicago’s oldest professional psychology graduate school,
and teaches undergraduate students at Loyola University
of Chicago.
Char is a board certified professional counselor, holds a
master’s degree from DePaul University and is the author
of three books.
Char works with physicians, pharmacists, scientists,
educators and corporate executives from McDonalds
to Takeda International in the United States, England
and Switzerland.
Char believes the brand of a leader is known by their
behavior and that is what she teaches best.
Areas of Expertise
• Influence/leadership
• Teamwork/collaboration
• Relationship building
• Conflict resolution
Degrees
• Masters of Education - Counseling, DePaul University
• Bachelor of Arts - Education, Alverno College
Certifications
• Licensed Clinical Professional Counselor, State of Illinois
• Board Certified Teacher - Illinois
Other
• Loyola University Chicago Senior Adjunct Faculty
• Adler University Chicago Adjunct Faculty

Integrate. Align. Engage! | 23

2019 Physician Leadership Program Participants

Fadi Abu Shahim, MD Alex Gumiroff, MD Elizabeth Midney-Martinez, MD
Khalid Alam, MD William Hearn, DO Rob Minkes, MD
Asif Azam, MD Larry Hobbs, MD Kristina Mirabeau-Beale, MD
Kevin Burlison, MD Larry Issacs, MD Cherrie Morris, MD
David Butler, DO David Johnson, MD Richard Murray, MD
Bill Carracino, MD Eric Jones, MD Piedade Oliveira-Silva, MD
Christina Cavanaugh, MD Joann Journigan, MD Alexander Philip, MD
Ravi Chokshi, MD Asjad Khan, MD Sunil Pammi, MD
Gary Correnti, MD Syeda Khan, MD John Rodriquez, MD
Jose Diaz, MD Daniel Krauss, MD F. Brett Shannon, DO
Leopoldo Duluc Vega, MD Chadwick Leo, DO Parmeet Saini, MD
Robert Esposito, DO Leah Lynch, MD Jordan Taillon, MD
Bianca Ferrari, MD Craig MacArthur, MD Alfredo Vargas, MD
Morris Gieselman, MD Rich Macchiaroli, MD
Alfred Gitu, MD Elvin Mendez, MD

AAPL Dashboard - Physician Portal

The AAPL Dashboard allows you to claim CME, complete your online
requirements, access a peer-to-peer portal shared by AAPL members,
and view Physician Leader Meet-Ups - a selection of online and live events
sponsored by or through AAPL.
For AAPL Dashboard Technical Support, please call 800-562-8088

24 | Physician Leadership Development Program

A Message from Peter Angood, MD, President & CEO, American Association for Physician Leadership®

Greetings!
Congratulations on your selection as one of the first physicians to
participate in the Lee Health Physician Leadership Program. As a
physician, you are no stranger to leadership — all physicians are
inherently leaders. However, true leaders recognize the need to
enhance their skills and mindset. True leaders recognize the value
of collaborative exchanges of ideas on interdisciplinary teams in
order to yield the best results for their organizations and industry
— and to produce the very best outcomes for their patients.
The practice of medicine and the health care industry are evolving
to include a more diverse workforce comprised of physicians
and independent practitioners on teams alongside staff from
other allied health care professions. As the industry continues to
change, physician leaders naturally must adapt by learning new
competencies and ways to collaborate.
As a member of this program’s first cohort, it is my hope that
this experience ignites a life-long pursuit of leadership skills
that keep pace with your clinical expertise. Upon completion
of the Lee Health Physician Leadership Program, you will be
just a few competencies shy of earning your Certified Physician
Executive credential, certifying your leadership, management and
communication proficiencies and your ability to effectively improve
the quality and efficiency of your health care organization. We also
hope you’ll consider joining our community of physician leaders as
a member of AAPL. Until then, I look forward to the changes you
and your colleagues experience as you increase your leadership
skills for benefit of your patients and Lee Health.
Sincerely,

Peter Angood, MD
President/CEO
[email protected]
Simone Leite: 813-636-2842
www.physicianleaders.org

Integrate. Align. Engage! | 25

Lee Health Medical Staff Compact

LEE HEALTH LEADERSHIP WILL: PHYSICIANS & ADVANCED PROVIDERS WILL:

EXCELLENCE EXCELLENCE
• Support the recruitment and retention of superior • Practice evidence-based medicine with a team based

physicians, advanced providers and staff with physician approach
involvement • Communicate timely clinical information to the patient
• Acknowledge contributions to patient care, safety and • Accurate, timely and informative documentation;
service excellence
• Data transparency and manage to measurable best verbal communication with colleagues as appropriate
practice, operational and clinical measures • Manage to measurable best practice, operational and
• Facilitate communication between physicians, advanced
providers, teams and patients clinical measures
• Support the delivery of an ExceptionalLee patient • Deliver an ExceptionalLee patient experience
experience • Remain true to the calling of medicine

RESPECT AND COMPASSION RESPECT AND COMPASSION
• Treat everyone on the team with respect • Treat everyone on the team with respect
• Implement practices that support work-life balance and • Involve the patient and family in care and treatment

the calling of medicine decisions (as appropriate)
• Listen, ask clarifying questions and share ideas that • Implement practices that support work-life balance
• Listen, ask clarifying questions and share ideas that
improve organizational performance
• Provide fair market compensation (e.g. “Market pay improve patient care
• Support organizational and group goals that you have
for market work”– tied to survey), aligned with
organizational strategy helped to develop
• Expect and be open to constructive feedback that • Expect and be open to constructive feedback that
improves personal and professional development
improves personal and professional development
EDUCATION
• Participate in planning and implementation of EDUCATION
• Identify and request needed information and resources
organizational change
• Support professional and career development to practice evidence-based medicine
• Share information and create dialogue regarding strategic • Support learning and research that advance practice

intent, organizational priorities and business decisions innovation health outcomes and care delivery
• Support learning and research that advance practice, • Promote wellness, health, and safety

innovation, health outcomes, and care delivery
• Promote wellness, health, and safety

Collaboratory – Southwest Florida Community Foundation
Lee Health thanks the Southwest Florida Community
Foundation for hosting all Physician Leadership
Development Program on-site sessions at their newly
opened Collaboratory,
2031 Jackson Street, Ft. Myers, FL, 33901
239-274-5900

9800 S. HealthPark Drive, Suite 210, Fort Myers, FL 33908
239-343-6223 • [email protected]

© Lee Health 2019 • LOD 8/19