CERTIFICATE PROGRAM DESIGNED SPECIFICALLY FOR ORTHOPAEDIC LEADERS

Expand your personal leadership skills and amplify your success in leading others.

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APEX is a ten-month long, “deep dive” leadership development program designed to meet the specific needs of orthopaedic surgeon leaders.

Following in the tradition of the AOA-Kellogg Leadership Series and AOA Leadership Immersion Series with University of Chicago Booth School of Business, the APEX Leadership Certificate Program will cover strategic analysis, organizational culture, effective negotiations, and leadership for high-performing teams.

Using a cohort learning model, participants experience aspects of collegiality and professional networking that builds strong bonds for years to come.

Participants will work on their own personal capstone project to apply the lessons and skills learned to provide tangible and implementable solutions for personal growth and added institutional/departmental value.

Who Should Attend?Orthopaedic leaders who wish to achieve prime leadership status in the orthopaedic community and in their workplace will find value in this experience.

Have you considered an MBA or aspired to enhance your leadership position, but time constraints were a barrier?

AOA’s signature blend of leadership development, with direct relevance to orthopaedics and issues confronting medicine, allows individuals at any stage of their career to expand their knowledge and leadership skills.

AOA | USC APEX Leadership Program

PREMIUM EDUCATION FOR INDIVIDUALS AT ANY STAGE OF THEIR CAREER

REGISTER TODAY: AOASSN.ORG/APEX | 3

Program Highlights

The AOA | USC Leadership Certificate Program melds the power of face-to-face education with the convenience of distance-learning formats to tackle the essential leadership development skills required of surgeons today.

Cohort Model for Learning

• Participants will benefit from a shared learning experience.

• Intimate peer networking, and collegiality in a small setting.

• Build strong bonds with orthopaedic leaders across subspecialties.

AOA Ambassadors

• Three recognized orthopaedic leaders will serve as Ambassadors for the cohort, partnering with our expert USC faculty to enrich the program experience.

• These Ambassadors represent the concerns and priorities of orthopaedic surgeons who encounter everyday leadership challenges within health care. AOA Ambassadors, contribute to program development, participate alongside learners, and serve as educators, to link executive management concepts to the work done by physician leaders.

Capstone Project

• Identify a leadership project to incorporate the skills acquired to provide solutions valuable to you and your institution.

• Determine how to change or influence your organizational culture.

• Apply skills obtained to formulate an action plan.

• USC faculty will provide one-on-one engagement with each cohort member and deliver feedback over the course of the 10-month project.

Graduate with AOA Alumni Status

• Cohort graduates will emerge into an esteemed and highly coveted group of APEX alumni. See Alumni section for more information.

Leadership Self-Assessment for Personal Development and Leading Teams

• Diagnose your personal leadership style.

• Develop and expand your personal skills and amplify your success in leading others.

PREMIUM EDUCATION FOR INDIVIDUALS AT ANY STAGE OF THEIR CAREER

Powerful formats to address essential leadership development skills

Three In-Person Sessions (40 instructional hours):Relevant case studies, experiential hands-on exercises, simulation activities, small breakout sessions, interactive classes, and online discussions provide a vibrant learning environment to connect with other orthopaedic leaders and enhance your leadership skills._______________________________________________________________________________

February 21-22, 2020 Rosemont, IL

June 14, 2020 | AOA Annual Leadership MeetingBaltimore, MD

October 16-17, 2020 University of Southern California Marshall School of Business - Los Angeles, CA_______________________________________________________________________________

Virtual Learning and Coursework (10 instructional hours): A blend of instructive online courses and interactive webinars designed to extend and enrich the cohort’s collective learning and bridge components studied in the three in-person sessions. These sessions include off-campus team projects, individual assignments, and modules that are taught in a distance learning format. A monthly virtual gathering of the cohort and USC faculty covers:

• Understanding the Health Care Industry & the Political Environment

• Disruption/Strategic Mindset

• Organizational Culture

• Strategic Analysis for Competitive Advantage

• Introduction to Culture Assessment Tool: Self and Organizational Diagnosis

• Review of Assessment Results

• Personal Leadership

• Project Work/Coaching

• Effectively Negotiating with the Power of Persuasion

• Leadership Teams

• Driving Change

• Power and Influence

• Leading Teams

• Leading and Managing Organizational Change

• Project Review and Implementation

Culture Assessment Tool: Self and Organizational DiagnosisThe January session will be a special orientation/introduction in which USC faculty will distribute a pre-course survey examining participants’ existing vs. ideal organizational culture. An additional leadership self-assessment will drive the cohort’s learning, helping to gauge the individual’s own leadership style, to ultimately identify areas for improvement.

The AOA | USC APEX Leadership Program Cohort Year

REGISTER TODAY: AOASSN.ORG/APEX | 5

APEX Learning Objectives Include:

Develop a Strategic Mindset

• Explore the relationship between strategy, market structure, and the impact of frontline activities on strategic goals.

• Unlock and apply the mystery of the strategy formation process.

Agility for the Health Care Industry

• Strengthen the grasp on policy, competitors, and trends in the health care industry to enliven your leadership.

Map the Organizational Culture

• Learn how culture is reflected in ongoing interactions.

• Determine how the various facets of culture function as six important levers for impacting organizational performance and effectiveness.

Personal Leadership

• Explore effective leadership styles and when to assume each role in different situations.

• Delve into the role of accountability and its relationship with personal development.

• Examine executive leadership: integrity, vision, innovation, and interpersonal relations.

Effectively Negotiating/Power of Persuasion

• Uncover communication methods to achieve win-win outcomes.

• Master emotional intelligence, perfect the art of persuasion, and triage difficult situations.

• Recognize how various power and influence dynamics serve or hinder leaders.

Strategic Analysis for Competitive Advantage

• Learn how to make strategic choices in an analytical and integrative manner.

• Address the challenge of sustainability, and maximize the long-term value of the organization.

• Meet the challenge of changing technologies and increasing competition.

Leadership for High Performing Teams

• Understand the keys to effective people management.

• Identify different management styles and when to use them.

• Attain the skills necessary for building, facilitating, and leading teams.

“ Orthopaedists do not have many opportunities to develop the leadership and navigational skills to succeed. This program addresses issues such as understanding the health care industry, organizational culture, strategic analyses, and instruction on the development of critical individual leadership skills including negotiation, leading change, and emotional intelligence. The coursework includes a capstone project that allows attendees to integrate and synthesize what they have learned. ”Theodore Miclau, III, MD, FAOA | 2019 APEX Program Ambassador Vice-Chair, Fellowship Director & Professor in the Department of Orthopaedic Surgery at the University of California San Francisco

APEX Alumni BenefitsAPEX graduates form an esteemed, highly coveted group of alumni. APEX is an excellent learning opportunity for those who have achieved or wish to achieve prime leader status in the orthopaedic community or in their hospitals. It also affords niche benefits to those that complete the program.

Certificate of Completion

• All cohort members who graduate from the AOA | USC APEX Leadership Program receive a USC MSBEE Certificate of Completion, co-branded with USC and AOA signatures.

Recognition

• Increased internal AOA recognition in AOA publications, e-mails and on the AOA website.

• APEX Alumni attend yearly receptions and receive recognition at AOA Annual Leadership Meetings.

• Graduates don ribbons at AOA Annual Leadership Meetings highlighting their APEX Alumni status.

USC-Specific Benefits

• APEX Alumni receive USC Marshall School of Business Executive Education Alumni status and a 15% discount on the MSBEE open-enrollment executive education courses listed at www.marshall.usc.edu/programs/executive-education-programs.

Payment for tuition can be submitted in two ways:

1. Payment in full at time of online registration.

2. 50% of tuition paid at time of online registration. Remainder of tuition submitted by December 1. Registrant will be invoiced for the remaining balance.

Fee includes: program tuition, educational/meeting materials, enrollment in USC MSBEE’s online platform, continental breakfasts, lunches, and coffee breaks at all in-person sessions, and alumni receptions.

For more details surrounding tuition, cancellation policy, in-person session hotel accommodations, and other logistics, please visit www.aoassn.org/APEX. Registration closes December 1.

Space is limited. Register Today!

Tuition: AOA Members - $9,900Non-members - $10,900

REGISTER TODAY: AOASSN.ORG/APEX | 7

Spotlight on FacultyArvind Bhambri, DBAFaculty Director for Executive Education, Associate Professor of Management and OrganizationArvind Bhambri, DBA spe-cializes in strategic change,

competitive strategy, global business development, and leadership. He has twice received the Golden Apple Award for MBA instruction. In a 2008 special report on executive MBA programs by the Wall Street Journal, Professor Bhambri was profiled as one of fourteen best EMBA professors worldwide. In 2009, he received the Evan C. Thompson Award for Learning and Teaching Innovation. Professor Bhambri has served on the faculty of the Getty Museum Leadership Institute, Bocconi University, University of Hawaii’s Advanced Management Pro-gram, and the Owner Managed Business Institute in Boston.

Geoffrey Joyce, PhDDirector, Health Policy, USC Schaeffer CenterChair, Department of Pharma-ceutical and Health Econom-ics, USC School of PharmacyAssociate Professor, USC School of Pharmacy

Geoffrey Joyce, PhD is the author of over 90 peer-reviewed articles, reports and book chapters, and his research has been published in leading medical, economic, health policy and statistics journals. Dr. Joyce’s research focuses on the costs of med-ical care and the role of insurance. He published a series of studies in JAMA examining the impact of alternative pharmacy benefit designs on prescrip-tion drug utilization and spending. Other studies by Dr. Joyce have examined the lifetime costs of chronic disease, smoking cessation, the cost-ef-fectiveness of highly active antiretroviral therapy for HIV-infected patients, and differences in med-ical care utilization and costs under alternative financing arrangements and treatment settings. He recently received an CMS Innovation grant that integrates clinical pharmacy into primary care. His current research is examining the impacts of Medi-care Part D, prior authorization policies, and pricing in health care markets. Dr. Joyce’s work has been featured in several major print, television and radio news media outlets.

David Logan, PhDLecturer, Management and OrganizationDavid Logan, PhD is a Senior Lecturer at USC Marshall School of Business, and New York Times bestselling author.

He is co-founder and president of CultureSync, a management consulting firm focused on the intersection of strategy and culture. CultureSync has consulted dozens of Fortune 500 companies, major nonprofits, and governments around the world. He has been on the USC faculty since 1996 and has a PhD in Organizational Communication from the Annenberg School at USC. Dr. Logan authored or co-authored six books, including the bestseller Tribal Leadership and The Three Laws of Performance.

Kyle Mayer, PhD, MS Professor of Management and OrganizationKyle Mayer, PhD, MS studies how firms govern relationships with other firms, with partic-ular attention to the contract

and its role in establishing a framework for the relationship. His research has been published in Organizational Science, Academy of Management Journal, Management Science, and Journal of Law, Economics, and Organization. He served on the editorial board of Academy of Management Jour-nal, Organization Science, Academy of Manage-ment Review, and Strategic Management Journal. He received a Golden Apple Award in 2003, Marshall’s Educator of the Year Award in 2006, and a Mellon Mentoring Award from USC in 2006.

Sabrina Pasztor, PhDAssistant Professor, Business CommunicationSabrina Pasztor, PhD focuses her research on digital and mass communication, (media history, media economics, and

the media industry, specifically television program-ming); gender studies (organizational representa-tions, discourse, workplace and pay equity), and popular culture. Her pedagogical expertise in ac-ademia includes strategic professional communi-cation, business case analysis, the media industry/history and fandom, and gender communication. She is the author of several book chapters on the media industry, social media/technology and au-dience engagement. Prior to academia, Dr. Pasztor

was a Senior Strategic Management Consultant at Pricewaterhouse LLP and IBM, implementing global organizational, communication and training strategy for Fortune 500 clients.

Greg Patton, PhD Professor of Clinical Business CommunicationGreg Patton, PhD is an expert in communication, and inter-personal and leadership ef-fectiveness. He has received

numerous teaching awards, been ranked as one of the top three professors at USC, and helped USC’s Executive MBA Program achieve a #1 worldwide ranking by the Wall Street Journal for leadership and management skills instruction. Professor Patton has extensive international experience, has trained thousands of leaders worldwide, and has advised on several hundred consulting engage-ments throughout the Pacific Rim. He has held more than twenty leadership positions in national and international organizations and conducts ap-plied research in behavioral skill development.

Terance Wolfe, PhDExecutive Director of Executive Education & Adjunct Professor, Manage-ment and OrganizationTerance Wolfe, PhD is known for his work in strategic plan-

ning, executive development through team-build-ing and coaching, and organizational assessment and change. He has a broad background educat-ing and consulting to executives in a variety of industries, including health care. He has authored book chapters and journal articles, and presented at conferences in the United States and abroad. Dr. Wolfe’s current interests are strategic mindsets, the development of strategic sense-making, and dimensions of high performance management. He has been a member of the Academy of Manage-ment, Strategic Management Society, World Future Society, World Affairs Council, Asian Business League, Institute of Management Consultants, and Society for Human Resource Management, and consults for a variety of private, public and not-for-profit organizations.

Program Director Maeleine MiraDirector, Healthcare Industry Programs & Master of Medical Management

“ Leadership is a journey. We can all become better leaders by enhancing our abilities to understand and improve our organizational culture. A positive culture is essential to building and sustaining high performance teams. Now, more than ever, our patients need our leadership. ”Mary I. O’Connor, MD, FAOA | 2019 APEX Program Ambassador Director, Center for Musculoskeletal Care at Yale School of Medicine and Yale New Haven Hospital Professor of Orthopaedics and Rehabilitation Yale School of Medicine

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9400 W. Higgins Road, Suite 205 Rosemont, IL 60018-4975

DEADLINE TO REGISTER IS DEC 1. REGISTER TODAY AT AOASSN.ORG/APEX

“ The new APEX Leadership Program is a unique offering for all orthopaedic surgeons. We’ve taken careful consideration to develop this program with the specific needs of our surgeons in mind. In this dynamic everchanging environment, these personal leadership and executive skills are more important than ever. ”Theodore W. Parsons, MD, III, FACS, FAOA | 2019 APEX Program Ambassador

Professor and Chair, Department of Orthopaedic Surgery, Henry Ford Health System