Transition into Practice Evening Seminar Series (September 2024 - May 2025)

The Transition into Practice Evening Seminar Series are frequent one-hour workshops that cover a wide range of subjects from financial planning, investing, job searching, mentoring, billing and auditing, and to many more important and interesting topics.  These seminars were designed to assist residents with the necessary tools to successfully transition from residency to medical practice.

These seminars are held on most Tuesday evenings of every month from 6:00 – 7:00 PM virtually.  Residents of all levels and specialties are welcome to attend.  Registration is required.

Due to proprietary reasons and continuous updates of the contents of our topics, these sessions are not recorded.  The use of any type of recording and/or AI technology/tool is strictly prohibited.  

The TIP sessions are designed to provide a safe environment for presenting information, asking questions and sharing personal experience among colleagues. The content is intended for the professional development of a medical audience. It is not intended as public communication.  Any reproduction of the session or provided materials in part or full requires the explicit approval of UBC PGME TIP.

Transition into Practice (TIP) will continue with the Academic Half Day program partnership.  This is a collaboration with various programs within PGME and TIP.  During each academic year, one of your Academic Half Day seminars will be hosted by TIP and will focus on four core topics that residents need to know about:  financial literacy, investments, tax planning and insurance planning.  A fall (Tuesday & Wednesday) and spring (Thursday & Friday) TIP AHDs are now be scheduled annually.

September 10, 2024

Money Management Foundations
Speaker:  Alphil Guilaran
Organization:  Financial Literacy Counsel

As you approach the completion of residency training, financial planning, incorporation and getting physician centric financial advice become top of mind.

This session will focus on foundational money management principles to improve your financial decision-making abilities as a new to practice doctor.

Learning objectives include:

  1. Determining how financial planning is different for doctors
  2. Building your advisory team (financial planner, accountant, lawyer & banker)
  3. Strategies to manage cashflow, pay off debt and invest wisely
  4. Understanding the costs, benefits, and drawbacks of incorporation


September 24, 2024

DoBC Negotiated Benefits/Insurance Planning
Speaker: TBC
Organization:  Doctors of BC

The session will be an overview of BC government paid benefits available to all MSP billing physicians (including service contract, sessional, and fee-for-service).  Benefits include CRPSP, CME, CMPA, REAP, PDI.  Discusses how to access or apply for these valuable benefits.

Insurance Planning will discuss a general overview of personal insurance; how to prioritize personal insurance depending on practice type and/or family situation. Review of Disability Insurance in particular and its importance in a physician’s career.


October 15, 2024

How to streamline referrals:  Tips on using
Speaker: Dr. Tracy Monk
Organization: UBC

A guided tour to Pathways’ online directory.  Learn how to streamline referrals, process specialist/specialty clinic info (e.g., current wait times, sub-expertise, pre-consultation blood work, and imaging requirements) and search patient and physician resources.


October 22, 2024

How to get paid as a doctor:  Understanding your options & financial considerations
Speakers: Lana Korch, Executive Director Physician Engagement & Contracts, Fraser Health Authority, and Alphil Guilaran, Executive Director, Financial Literacy Counsel
Organization: Financial Literacy Counsel Inc.

This session will introduce learners to the various compensation models available to doctors as well as the financial and tax planning considerations associated with them. You will walk away from this session with a deeper understanding of salary contracts, service contracts, and how to develop new to practice money management skills as you transition to practice


October 29, 2024

Don’t be a maverick:  How to invest for long term success!
Speaker:  Dr. Yan Yu, Family Physician, University of Calgary

Now that you’ve learned about different accounts through which to invest, it’s time to find out what you can put in them!  This talk is a practical guide of the different type of assets once can invest in, how they are similar and how they differ, explained in plain English, with a specific focus on stocks and bonds.


November 5, 2024

Show me the money:  The Business behind Medical Clinics
Speakers:  Tessa MacDougall & Omid Toub
Organization:  Hive Business Solutions Inc.

Summary:  This session is to explore the business side of community clinics, how they operate, and how operations impact provide experience.  The session is meant to arm physicians with the understanding of what happens behind the scenes at their future place of practice, to increase transparency and knowledge of the business side of medicine.


November 19, 2024

“Are there any jobs out there?” Help for Specialty Residents
Speaker: Dr. Nicole Todd
Organization: UBC

Worried about your career prospects? Join this talk where we discuss the results of the RDoc and Royal College Reports on New Grad Employment, formulate a job seeking strategy and prepare a job application, and discuss strategies to maintain and increase skills in a challenging job market.


November 26, 2024

Investment 101…show me the money!
Speaker: Andrea Bobadilla
Organization: MD Financial

Make your money work for you. And the sooner you begin investing, the greater the effect of compounding growth. This presentation will cover the essentials for starting out and beginning to save for different purposes, types of investment vehicles available, accounts accessible to you, how investments are taxed, how to determine the approach to investing for each purpose, i.e. home purchase, education, retirement, etc. Comparison of active versus passive investment management will also be discussed (mutual funds vs. ETFs).


December 3, 2024

Transition into Practice Academic Half Day (TIP AHD)
Speakers:  Various
Organizations:  Various

This multi-program academic half day will cover core topics on financial literacy & building your advisory team, tax planning, insurance planning & a guided tour of the Pathways Referral program.


December 5, 2024

Transition into Practice Academic Half Day (TIP AHD)
Speakers:  Various
Organizations:  Various

This multi-program academic half day will cover core topics on financial literary & building your advisory team, tax planning, insurance planning and MSP Fees, billing & audit.


December 10, 2024

The Basics of Understanding Contractual Agreements and Terms in Medical Practice
Speaker: Dr. Robert Russo
Organization: UBC Peter A. Allard School of Law

Contractual options and arrangements are growing for B.C. physicians and it’s important for residents to have a basic understanding of their contracts. Residents should be familiar with both how a contract works and how the unique medical-legal aspects of their agreements may impact them. This session will provide an introduction and overview of a contract and how it affects your professional life. The session will provide a general introduction to how contractual arrangements and contractual terms operate. The focus will be on practice arrangements pursuant to contracts, using the example of a locum contract and reviewing how to assess contractual rights and obligations before signing. The session will also review how to understand contractual terms using the examples of indemnification, liability and confidentiality clauses. Residents should have a good understanding and ability to carefully consider the terms of a contract which help them make informed decisions about the legal risks and benefits before signing.


January 14, 2025

Tax Planning and practical tips
Speaker: Don Nicholson, CPA, CA, FEA
Organization: Grant Thornton LLP

Early tax planning and optimization for end of residency.  Includes common expenses deductible post residency and tax credits, examples of allowable deductions for self-employed and incorporated doctors as well as things not to deduct.  Also covers when and how you should expect to pay income taxes or corporate taxes and why you might or might not want to incorporate.


January 21, 2025

Licensing, MSP Enrolment, HA credentialing, & UBC Appointment
Speaker: Dr. Noa Mallek
Organization: UBC

Review the process of applying for a BC College license, the steps to enroll in MSP, and the centralized credentialing system for BC hospital privileges and applying for an academic appointment at UBC.

January 28, 2025

Practical CPD and Navigating MOC

Speaker: Dr. James Barton
Organization: UBC/RCPSC

Each of us has a professional responsibility to engage with CPD.  The MOC is new to most and has been renewed in 2024 so there is lots to know and be aware of.


February 4, 2025

Family Medicine Job Landscape 1.0: “What practice opportunities are available when you’re done residency?”
Speaker: Dr. Cathy Clelland
Organization: UBC

Have you thought about what you are going to do when you finish residency? Will you work as a locum? Do you want to do longitudinal practice? How about working in an Urgent & Primary Care Clinic? How do you want to be compensated? Are you aware of the different payment models? What about the incentive to work in a rural community? Where do you even start? Dr. Cathy Clelland will review each of these points so you can make an informed decision about starting your independent professional journey.


February 11, 2025

Rural Education Action Plan (REAP) Updates: Support for all UBC Residents including those transitioning to rural practice!
Speaker: Dr. John Pawlovich and Co.
Organization: REAP, RCCbc, UBC CPD

Learn how this program can support all UBC Residents including those transitioning into rural practice.

February 18, 2025

Family Medicine Job Landscape 2.0: How do I start working as a Family Physician, and how do I get paid?”
Speaker: Dr. Aaron Childs
Organization: UBC

A practical talk that outlines the many types of jobs for family physicians as well as the details of different payment models now available in BC.  If you are wondering how and where you will work as a family physician, and how and how much you will get paid, then this talk is for you!


February 25, 2025

New to Practice Contracts for Family Physicians
Speaker: Joshua Wells
Organization: Doctors of BC

This session will provide an overview of the New to Practice Family Physician Contract available to family physicians who do not have an established practice with their own panel and are interested in providing community longitudinal family practice services. The session will also provide information on how to access these contracts and the Doctors of BC supports available to family physicians.


May 1, 2025

Transition into Practice Academic Half Day (TIP AHD)
Speakers: Various
Organization: Various

This multi-program academic half day will present core topics on financial literacy, debt management, incorporation, Mainport & MainPro+ navigation, Pathways program, etc.

May 2, 2025

Transition into Practice Academic Half Day (TIP AHD)
Speakers: Various
Organizations: Various

This multi-program academic half day will present core topics on financial literacy, debt management, investment, insurance planning, RoadSafe, virtual care, licensing, enrollment & credentialing in BC, etc.


CMPA Live virtual Educational Workshop

 Registration for the CMPA virtual workshop for residents is now open!



Covering medico-legal essentials to reduce your medico-legal risk and keep patients safe.

This live, interactive and virtual workshop has been developed specifically for PGY1 Family Medicine and PGY2 Royal College residents. Delivered by highly experienced CMPA physician advisors, the workshop covers medico-legal issues frequently encountered by residents in real CMPA case files: informed consent, documentation, disclosure of a patient safety incident (accident in Québec), and teamwork.

About the workshop

When will the workshop take place? Registration is now live for sessions up until December 2022. Remaining sessions will be posted in Fall 2022.
Who should register? Subject matter is targeted towards residents in their early years of training, PGY1 Family Medicine and PGY2 Royal College residents


When should I register? SPACE IS LIMITED so residents are encouraged to register for their preferred event as soon as possible.


Is there pre-work? Yes. The pre-work activities should take about one hour. Completion of all pre-work is essential to your full participation in the live virtual event. Residents will be expected to apply what they learned in the pre-work to scenarios and discussions throughout the live event.


After completing the pre-work and participating in the workshop, residents will receive a Certificate of Participation.

What residents are saying?

“Very well run, effective use of time. Virtual delivery was as effective as in-person. Meeting facilitators were excellent and the medico-legal Q&A was extremely useful. Amazing for residents!” – McMaster University resident (2021)

“I liked hearing the thoughts, perspectives, and approaches of other residents.  I took away quite a few strategies from them that I have not seen before but will be great to add to my practice.” – University of Alberta resident (2022)

Learn more about Patient Safety Primer: medico-legal essentials for residents

Please contact if you require any additional information.