Business, Policy, and Practice Management in Orthopaedics Lecture Series

Welcome to the Business, Policy, and Practice Management in Orthopaedics Lecture Series homepage!

This collection of lectures represents years of preparation and collaboration by surgeons, attorneys, a practice administrator, a business school professor and residents who believe in the importance of developing residents-in-training into surgeons-in-practice who are interested in and equipped to take on leadership roles wherever they practice.

This curriculum is designed as a "curriculum-in-a-box" solution for programs that currently do not have a series in place or are looking to augment an existing one. Each topic is composed of a Content Chapter and PowerPoint presentation. How these materials are used is left to the discretion of the program, but we recommend distributing the Content Chapters ahead of the lecture to give residents the necessary background for each topic and prepare them for meaningful discussion. Each PowerPoint is designed to be given by a local champion or mentor with experience in or understanding of the topic, whether that person is in-house legal counsel, a hospital administrator, or a "fresh" attending who just negotiated his or her first contract. We encourage speakers to modify the talks as they see fit, but we ask that the authors are always given their due credit and that any ideas for improvement are shared with us for future revisions.

The topics are listed below along with our contributing authors, but we also encourage you to read our vision and mission statements, as they represent the foundation of this series. It is our hope, that by understanding the language and perspective of practice management, residents will be more interested in and better prepared to be active participants in the management of our profession and more effective advocates for our patients.

Kevin Bozic, MD, MBA
Alexe Page, MD
James M. Saucedo, MD, MBA


  • Facilitate fulfillment of the AGCME requirement for Systems-based Practice for orthopaedic training programs.
  • Enhance orthopaedic resident education by introducing basic business principles early in training
  • Prepare residents for a more active role in their future practices by exposing them to practice management concepts throughout their residency experience.
  • Foster resident interest in advocacy and health care policy while integrating a systems-based perspective into education curricula.


  • Build a foundation for future collaboration between hospitals, health care systems, and young surgeons. 
  • Expand and improve access to quality musculoskeletal care for orthopaedic patients through active surgeon involvement in health policy and advocacy.

Introduction - Overview of the Health Care System
By John Cherf, MD, MBA, MPH and Paul Switaj, MD

Essential Legal Knowledge for the Orthopaedic Surgeon
By B. Sonny Bal, MD, JD, MBA and Lawrence Brenner, JD

Coding and Billing: A Global Perspective
By William Beach, MD and Julie B. Samora, MD, PhD, MPH

Employment and Compensation
By Bonnie S. Mason, MD, Kim Boike, Esq. and Hasham M. Alvi, MD

The Art of Negotiation
By James M. Saucedo, MD, MBA, Mary O'Brien, MBA, CMPE and Lal Puri, MD, MBA

Organizational Design and Behavior
By John P. Andrawis, MD and Thomas J. Grogan, MD

Enterprise Finance
By Shyam Vekaria, MD and Bonnie S. Mason, MD

Hospital Systems
By Daniel K. Moon, MD, MBA, MS and Craig A. Butler, MD, MBA, CPE

Total Quality Management and Performance Improvement
By Kevin J. McGuire, MD, MS, Steven J. Spear, DBA, MS and Prem Ramkumar, BA

By David B. Bumpass, MD and Ken Yamaguchi, MD

Health Care Policy and Reform: A Primer
By Eric C. Makhni, MD, MBA and Kevin J. Bozic, MD, MBA