AGENDA

Moderator: John Lane, MD

7:00 AM Registration
Breakfast/Networking with Exhibitors
Santa Barbara Ballroom
7:15 AM Exhibitor-Sponsored Educational Session
A Case-Based Review of Xiaflex
Endo, USA a Keenova Pharmaceutical company
Richard Braun, MD
8:00 AM Practical Issues for QMEs/AMEs
What to Look for In the Medical Records
What’s Your Obligation in Reviewing Medical Records?
What to do if you Don’t Receive the Relevant Medical Records When Can a Supplemental Report Be Requested
Should you Offer an Opinion on Injuries Outside of the MSK Injuries? Represented vs. Unrepresented Injured Workers
COA Medical-Legal Report Template
Q&A
Michael Klassen, MD
8:20 AM “Skin and Contents” Evaluations – How to Sort Out Relevant Injuries
“Glow in the Dark” Medicine – When is it Appropriate to Order Diagnostic Imaging Testing
Q&A
Carl Jacobs, Esq. Defense Attorney
8:40 AM How Handling Evaluations for Firefighters/Police Officers are Different Beth Williams, Esq. Applicant Attorney
9:00 AM Top 12 Rating Conundrums
Within the 4 Corners of the AMA Guides – Part I

Roundtable Discussion with Audience Input
1. Plantar fasciitis
2. Lateral epicondylitis
3. Nonoperative treatment of menicus tears
4. Chondral defects of the knee
5. Cubital tunnel syndrome/carpal tunnel syndrome with or without diagnostic study confirmations
John Lane, MD
Michael Klassen, MD
Dori Cage, MD
10:00 AM Break/Networking with Exhibitors
10:30 AM Top 12 Rating Conundrums
Within the 4 Corners of the AMA Guides -Part II
Roundtable Discussion with Audience Input
6. Chronic tendinitis (bicipital, tendinitis, proximal,or distal)
7. DeQuervains tenosynovitis
8. Forearm tendinitis confirmed with MRI consistent with tenosynovitis (ulnar findings on MRI with subluxation of the ECU but full motion and pain
9. Patient has substantial restrictions, but only 2% impairment
10. Jamar grip loss in a patient with pain and is more or less one year post-surgery
11. Wrist Fractures – grip loss
12. Ankle lntar flexion weakness/Achilles
John Lane, MD
Michael Klassen, MD
Dori Cage, MD
11:45 AM Working Lunch
12:00 PM Exhibitor-Sponsored Educational Session
Complying with Labor Code Section 4628 when using AI in the Forensic Record Review
Fred Kumetz – eData
12:30 PM DWC Is Reviewing Your Reports – What Are They Finding?
Q&A
 Sue Honor, DWC*
1:00 PM Kite,Vigil, and Almaraz-Guzman Case Law
How Does the Effects of ADLs Affect Applying Vigil?
Handout: 31 ADL Questionnaire How do you Assess Levels of Pain?
Handout: Pain Chart
How do you decide whether the case applies?
Handout: Case Law Reference Sheets
If applying the case, how do provide the justification in your report? Q&A
Beth Williams, Esq. Applicant Attorney
Carl Jacobs, Esq. Defense Attorney
2:15 PM Judges’ Perspective on Important Case Law
Q&A
Beth Williams, Esq.
2:30 PM Break/Networking with Exhibitors
3:00 PM Practical Apportionment Tips for the Evaluating Orthopedic Surgeon in the California Worker’s Compensation System – Tips and Tricks
Welcome and Introduction
Legal Foundation of Apportionment From a Defense Attorney’s View
Legal Foundation of Apportionment From an Applicant Attorney’s View
Panel Discussion:
Six Common Mistakes Made by Evaluating Physicians
Ten Examples of Common Apportionment Issues for the Evaluating Orthopedic Surgeon
Q&A
David Wood, MD
Carl Jacobs, Esq. Defense Attorney
Beth Williams, Esq. Applicant Attorney
4:30 PM Handling Causation in Post Termination Cases
Q&A
Beth Williams, Esq. Applicant Attorney
Carl Jacobs, Esq. Defense Attorney
4:45 PM Depositions
What Attorneys Need out of a Deposition
How to Prepare for and Respond to Attorney Questions
What Will Trip You Up in a Depo – Using an Optic Scanner/Historian and Only Looking at the Summary of the Medical Records
Don’t Be Unreasonable in Scheduling Depo
Why Asking to Go Off Record is a Bad Idea
Is it Okay to Change Your Opinion?
Q&A
Beth Williams, Esq. Applicant Attorney
Carl Jacobs, Esq. Defense Attorne
5:30 PM We All Bring Our Own Biases to an Evaluation
– Providing a Fair Evaluation to the Injured Worker Q&A
Lesley Anderson, M.D.
6:00 PM Adjournment

*Invited not yet confirmed

Program Co-Chairs: Jeffrey Smith, MD, Kartheek Reddy, MD

7:00 AM Registration/Breakfast Santa Barbara Ballroom
7:30 AM Exhibitor-Sponsored Educational Session
Staffing for Doctors
Michael Tabuso
8:00 AM COA Advocacy Efforts on Your Behalf Moderator: Russell Nord, MD
Ryan Spencer, COA Lobbyist
8:30 AM Our Experience with CMS Episodes of Care Model Nicholas Abidi MD
Steven Bast, MD
8:50 AM Building the Boutique Orthopedic Practice: Designing a Patient-Centric Experience That Commands Cash-Pay Value Nick Mast, MD.
Lisa Marie Wark, PhD, MBA
9:10 AM Dropping Insurance Without Dropping Patients: The Blueprint for a Cash-Based Orthopedic Practice Nick Mast, MD.
Lisa Marie Wark, PhD, MBA
9:30 AM CMS 2026 Coding Update Cathy McDowell, KZA
10:00 AM Break Networking with Exhibitors
10:30 AM Conversation on Surgeon Burnout, Moral Injury, and More
Partner perspectives on practice stress. Avoiding poor family outcomes through personal introspection and honest communication.
Moderator: Jeffrey M. Smith, MD, PCC
Richard Barry, MDRamon Jimenez, MD
11:20 AM Co-Management Agreements – How to Successfully Negotiate With Your Hospital to be Paid for Services You Are Performing Wendy Wong, MD
11:40 AM Federal Legislative Update Kelly McCone, MPA, AAOS
12:00 PM Lunch & Breakout Workgroups
How do I make my practice sustainable long-term?
How do I thrive inside a large system?
How do I balance multiple professional roles?
What does the next phase of my career look like?
How do I design a career I actually want?
1:00 PM Ergonomic Modifications Reinvigorating Surgeon Health Mary Allan, MOT, OTR/L, CHT
1:20 PM Trauma-Informed Care Caryn Lindsey, DSWc, LCSW
Trauma & Fracture Care Moderator: Todd Swenning
1:50 PM Reinventing / Reengineering Trauma Care Todd Swenning, MD
1:10 PM Just Breathe Jeffrey M. Smith, MD, PCC
2:10 PM What is the Role of an In-Clinic Social Worker, Why is This Important Caryn Lindsey, LCSW, PMH-C
2:15 PM Trauma Pearls for the General Orthopaedist
Practice Pearls
Clinical Pearls
Moderator: Todd Swenning, MD
Kartheek Reddy, MD
Timothy Craft, MD
Emily Benson, MD
3:15 PM Break Networking with Exhibitors
3:45 PM Foot & Ankle Care
Practice Pearls
Clinical Pearls
Moderator: Keith Donatto, MD
Nicholas Abidi, MD
Eric Giza, MD
Philip Kaiser, MD
4:45 PM Hand / Upper Extremity Care
Practice Pearls
Clinical Pearls
Moderator: Christopher Bayne, MD
Jacob Gire, MD
Leo Kroonen, MD
Marie Dusch, MD
5:40 PM Reinvigorating – The 7th Inning Stretch Jeffrey M. Smith, MD, PCC
5:45 PM Presidential Speaker
A 50 Year Reflection on Hand Surgery and a Vision of the Next 50
Roy Meals, MD
6:15 PM Presidential Reception Plaza del Sol – Hilton Hotel

Program Co-Chairs: Jeffrey Smith, MD, Kartheek Reddy, MD

 

6:00 AM 5K Run Meet in hotel lobby
7:00 AM Registration/Breakfast Santa Barbara Ballroom
Exhibitor-Sponsored Educational Sessions
Clinical CBD – Integrating Clinical Grade CBD into Orthopedic Practice – Corganics
Alexander Sah, MD
7:15 AM Exhibitor-Sponsored Educational Sessions
An Oral Therapy for Treating Moderate to Severe Acute Pain – Vertex Pharmaceuticals
Alexander Sah, MD
7:45 AM Resident Award Papers Robert Slater, Jr., MD
Jeffrey Smith, MD
7:47 AM J. Harold LaBriola, M.D. Award
Combined Root And Body (CRAB) Lateral Meniscus Tears in the Adolescent Population: An Underrecognized and Underreported
Karch Smith, MD UC San Diego
7:52 AM Lloyd Taylor, M.D., Award
Under-prescribed and Underutilized: National Trends in Osteopo-rosis Medication Use After Fragility Fracture
Harsh Wadhwa, MD Stanford
7:57 AM Luskin Orthopaedic Institute for Children Award
Correction of Fixed Knee Flexion Deformity in Patients with Cere-bral Palsy Using Suture Anchors for Anterior Distal Femur Hemi-epiphysiodesis
Mathangi Sridharan, MD UCLA
8:02 AM OREF Award
A Video-Based Intervention for Increasing Health Literacy in Total Joint Arthroplasty Patients at a Safety-Net Hospital: A Prospective Single-Blind Cohort Study
Sung Jun Son, MD
LA County Harbor
8:07  AM Q&A
Reinvigorating MSK Research & Innovation
8:15 AM Reinvigorating MSK Research Lee Grossman, OREF
8:25 AM Research in the Private Practice Setting John Lane, MD
8:35 AM Reinventing – Orthopaedic Innovation Aenor Sawyer, MD
8:50 AM Reinventing the Orthopaedic Surgeon Jeffrey M Smith, MD, PCC
9:00 AM Keynote Speaker
Lessons from Space: What Orthopods Can Learn from Astronauts
Catherine (“Cady”) Coleman, PhD
10:00 AM Break/Networking with Exhibitors
10:30 AM Beyond the Hype: Proven Clinical Value of AI in Orthopaedics Meir Marmor, MD
10:50 AM What Should Board Certification Really Look Like? Derek Moore, MD
11:10 AM ASC Strategies to Optimize Mutual Benefits Paul Sasaura, MD
11:30 AM In-Office Orthopedic Ultrasound –Clinical Applications and Hands -On Training – Esoate Joseph McGinley, MD, PhD
12:00 PM Adjournment
12:15 PM Resident and Young Ortho Roundtable Lunch and Discussion
1:00 PM Golf Tournament Michael Klassen, MD
2:00 PM Pickleball Tournament
Gala Dinner – Moxi Museum
Ed Diao, MD
5:00 PM Museum Exploration Sponsor:
6:00 PM Dinner on the Rooftop of the Museum

Program Co-Chairs: Jeffrey Smith, MD, Kartheek Reddy, MD

7:00 AM Registration
7:00 AM Business Meeting – Election of New COA Officers Santa Barbara Ballroom
7:30 AM Exhibitor-Sponsored Educational Session
Heron Therapeutics
Alexander Sah, M.D.
8:00 AM COA Resident Award Papers Robert Slater, Jr., MD
Kartheek Reddy, MD
8:02 AM Performance of ChatGPT Versus Spine Surgeons as an Emergency Department Spine Call Consultant Taha Taka, MD, Loma Linda
8:06 AM Fractures in the System: Local Voices and Global Strategies for Orthopaedic Reform in Nigeria Kelechi Nwachuku, MD, UC San Francisco
8:10 AM Patients Receiving GLP-1 Agonists Have Reduced Odds of Pseudoarthrosis Following Lumbar Decompression and Fusion Abhinav Sharma, MD, UC Irvine
8:14 AM MRI Anatomic Analysis of Patients with Brachial Plexus Birth Palsy Jourdan Meltzer, MD, Cedars Sinai
8:18  AM Lateral Extra-Articular Procedures Increase Risk of Arthrofibrosis After ACL Reconstruction in Adolescents: A Multi-Institutional Propensity Matched Study Christopher Hamad, MD, UCLA
8:22 AM How Safe Are Minimally Invasive Photodynamic Intramedullary Implants? Christian Chalmers, MD; UC Irvine
8:25 AM Research in the Private Practice Setting John Lane, MD
8:26 AM Q&A
8:30 AM AI in Orthopaedic Education Derek Moore, MD
8:45 AM Reinvigorating – Peak Performance as a Surgeon
Tools for Self Care to Optimize Patient Care
Longevity in the Era of High Volume Joint Replacement Surgery
James Chen, MD
9:00 AM Radiation Safety Unique to Orthopaedics Isabel Newton, MD
10:00 AM Break
Arthroplasty / Joint Preservation
10:15 AM Diagnosis and Management of Gluteus Medius and Minimus Tendon Tears Mauro Giordani, MD
10:30 AM Arthroplasty
Practice Pearls
Clinical Pearls
Moderator: Jennifer van Warmerdam, MD
Nick Mast, MD
James Chen, MD
Paul Sasaura, MD
11:30 AM Orthobiologics Tal David, MD
12:00 PM Sports Medicine Pearls for the General Orthopaedist
Practice Pearls
Clinical Pearls
Moderator: Tal David, MD
Samera Kasim, DO
James Bailey, MD
12:45 PM Final Raffle
1:00 PM Adjournment