Transition into Practice Evening Seminar Series (September 2022 - May 2023)

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.

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 6, 2022

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

Understanding the costs, benefits, and drawbacks of incorporation

September 13, 2022

Physician Heal Thyself” 4 Supports to know about at the beginning of Residency:  Doctors of BC Disability Insurance, PGME Resident Wellness Office, VCH Wellness Office & The Physician Health Program of BC
Speakers:  Ms. Felicia Phan, Rebecca Turnbull, and Mr. Gordon Dufresne
Organizations:  UBC PGME, DoBC, PHPBC, LifeWorks (VCH)

Timely introduction to supports available to UBC residents on wellness and mental health as well as a time-limited disability insurance opportunity.


September 20, 2022

Navigating the New Normal:  Incorporating Virtual Care into Clinical Practice
Speaker:  Richard Wang, Director
Organization:  Elicare Medical, Inc.

This seminar will provide details of practicing virtual health applications during the pandemic and beyond.  Explore and compare well-known programs to determine which are best for one’s practice and what to expect when joining a practice with telehealth.  Will also go over key tips when working with telemedicine to ensure you and your staff are providing the best care without being overburdened.


September 27, 2022

Doctors of BC Negotiated Benefits
Speaker: Aneal Basi
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.


October 4, 2022

How to get ahead quick: Tips for using Pathways
Speaker: Dr. Tracy Monk
Organization: UBC

A guided tour to Pathways’ online directory.  Learn how to streamline referrals, access 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 18, 2022

Insurance Planning
Speaker: Aneal Basi
Organization: Doctors of BC
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 25, 2022

Driver Medical Fitness: know what you need to know
Speakers: Catherine Douglas, RN, Sr. Nurse Case Manager & Peter Harris, Adjudication Team Lead
Organization: RoadSafetyBC

RoadSafetyBC (RSBC) is the government authority responsible for driver licensing decisions in BC. One component of RoadSafetyBC’s responsibilities is making licensing decisions for individuals who have medical conditions that may negatively impact driving outcomes. These decisions are made by staff in the Driver Medical Fitness Program who have given the legislated authority to make these decisions under the Motor Vehicle Act. This one hour session will cover the relevant resources available to health care professionals, the role physicians play in the process of making medical fitness determinations, a look at the forms physicians need to be aware of (how, when, why to fill these out and submit them to RSBC), a review of a high level schematic about the flow of information to RSBC through to the point of decision, and an opportunity for open discussion.


November 1, 2022

Incorporate or not…that is the question
Speaker: Debora Jankovics, Early Career Education Specialist
Organization: MDFM

Incorporating your practice can be highly complex. If you choose to incorporate, the company will become the owner of your practice, and you will own shares of the corporation and remain personally responsible for your professional actions. Professional incorporation is a long-term commitment and you must be willing to undertake all the necessary steps to ensure that you can enjoy the tax and wealth enhancement benefits that this strategy is designed to achieve.

This talk will provide the groundwork on what it means to incorporate and why. Walk through a few examples, discuss advantages of different structures and review the proposed changes to corporate taxation on private businesses in Canada.

November 8, 2022

“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 15, 2022

Business of Medicine 101
Speaker: Dr. Kevin Lee, Vascular Surgeon
Organization: UBC

An overview of practice management including select business aspects of medicine, billing, establishing a practice, hiring medical staff, etc.


November 22, 2022

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.

November 23, 2022

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.

November 29, 2022

Safe medical care
Speaker:  Dr. Katherine Lariviere, MSc, MD, CCFP FCFP, Physician Advisor, CMPA
Organization:  CMPA

Communication skills for challenging patient encounters. Medico-legal issues related to electronic communication with patients.  Health information privacy issues.  Accepting new patients. Locum work and physician obligations for handover and test follow-up.


December 6, 2022

Financial considerations of PCN/APP Contracts (TBC)
Speaker: Alphil Guilaran
Organization: Financial Literacy Counsel Inc.



December 13, 2022

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 10, 2023

Investment 101…show me the money!
Speaker: Marc Kraichati
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).

January 17, 2023

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



January 24, 2023

Let’s talk about debt and building your advisory team
Speaker: Alphil Guilaran
Organization: Financial Literacy Counsel

Rising interest rates, inflation and the cost of living have immediate and long-term impacts on the financial security of doctors.

This session will focus on how to pay off debt, pathways to home ownership and the differences between investing personally and through your professional corporation. You will also learn how to assembly a financial advisory team (financial planner, accountant, lawyer and banker), how they get paid and how they work together to give you a peace of mind and financial security.

January 31, 2023

Maintenance Certification of New to Practice: A First Time User’s Guide for Specialty Residents
Speaker: Dr. Rod MacFadyen
Organization: UBC

An introduction to and guided tour of the Royal College’s Maintenance of Certification (MOC) continuing professional development program

February 7, 2023

Family Medicine Job Landscape 2.0: Locum Pay versus Anchored Physician Pay
Speaker: Dr. Aaron Childs
Organization: UBC



February 21, 2023

How to pick your first locum clinic
Speaker: Richard Wang
Organization: Elicare Medicare, Inc.

An overview of where to look, what to look for, and how to set-up your first locum clinic.

February 28, 2023

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

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

March 7, 2023

Licensing, credentialing and hospital privileges
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.

March 14, 2023

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.


March 21, 2023

New to Practice Contracts for Family Physicians
Speaker: Milena Markovic
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.

April 4, 2023

“Wait, I’m not done learning?” Navigating Mainpro+®
Speaker: Dr. Simon Moore
Organization: UBC



April 11, 2023

MSP Fees, billing and audit
Speaker: Dr. Kevin Lee or Janet Evans (TBC)
Organization: Doctors of BC

A brief introduction to the Fee for Service Guide and Preamble; Why Audits happen and how not to trigger them; what are the steps and scope of an audit and what not to do.

May 23, 2023

Cultivating Leadership Skills
Speaker: Dr. Noa Mallek
Organization UBC



May 25, 2023

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, investment, tax planning, insurance planning, Pathways program, etc.

May 26, 2023

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, incorporation, tax planning, insurance planning, Pathways program, etc.

Practice Survival Skills Conference

The Practice Survival Skills Conference is put on by the UBC Continuing Professional Development (CPD) unit and covers a broad range of topics essential to starting your medical practice.
Date:  TBD
Agenda:  Learn practical tips voted on by your peers: Getting Started in Practice, Mixing Business with Medicine, Incorporation, Locums, Contracts, Financial Aspects, Tips for Avoiding Medicolegal Risk in Practice, Evaluating Practice Opportunities Before It’s Too Late.

CMA/Joule Practice Management Workshops

Summer Practice Management Webinars

CMA/Joule has lined up webinars for the summer specifically designed for those who are unable to join our May offerings, recently graduated and senior residents.  Check out these dates and topics of interest:

July 27, 2021 6:00 – 8:30 PM ‘What to expect in Year 1, pitfalls to avoid, and how to set yourself up for success’

July 29, 2021 6:00 – 8:30 PM ‘Finances, taxes, and insurance’

To register,  please sign-up here:

July 27, 6-8:30 PM

July 29, 6-8:30 PM

CMPA Live virtual Educational Workshop


Covering all medical-legal essentials to reduce your medical-legal risk and keep patients safe

This live, interactive and virtual workshop has been developed specifically for residents. Delivered by highly experienced CMPA physician advisors, the workshop covers topics representing medical-legal issues frequently encountered by residents in CMPA case files: informed consent, documentation, disclosure of harm, and teamwork.

“This was a fantastic, well-run session that should be a model for how future virtual seminars should be done.” – University of Calgary resident (2020)

About the workshop

When will the workshop take place? Beginning in January 2021, the workshop will be offered multiple times throughout the year. Click on the Register Now link to see all available dates.
Who should register? Subject matter is targeted to PGY1 Family Medicine and PGY2 specialty program 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 only 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.

You will receive a Certificate of Attendance after completing the pre-work and participating in the workshop.

Learn more about Prepped for Practice: Medical-legal essentials for residents

Please contact if you require any additional information.