Pre-Seminar Business Management Forum

A Pre-Seminar Conference Sponsored By PCCA CPMS
17th Annual Client Meeting
Wednesday, October 20, 2021 │ In-Person Attendance Only

Join us the day before the International Seminar 2021 in Houston, Texas, for a full day of practice management education. You will learn how to start 2022 with new profit opportunities that will be discussed at this management and marketing meeting.


CPMS Clients and Staff – FREE
PCCA Members – $495.00 Per Person

IN Person Only, No Virtual Offering

Pre-Seminar Event Registration includes IN-PERSON access to education, plus:

  • Breakfast
  • Lunch
  • Refreshment break
  • Education app with all presentations in electronic format
  • Downloadable audio recording of the event for CPMS clients only

Registration is open to all PCCA members.

Registration is open to all PCCA members. You do not have to be a CPMS client to attend! However, registration for this event is not included in the International Seminar registration fee.


CE credit will not be offered for this program.

7:00 am

Registration and Breakfast

8:00 am

Welcome – Bryan Prescott, PharmD, MBA

Bryan joined PCCA in April 2012 as part of the company’s Clinical Services team. In 2015, Bryan became a Business Coach on the PCCA Compounding Pharmacy Management team, helping members improve operating efficiencies and profitability. Before joining PCCA, he spent 10 years working for PCCA member Pharmcare in Pearland, Texas, where he was the department manager for the long-term care (LTC) pharmacy. The LTC services focused on pain management, anti-nausea, wound care and other palliative measures. Bryan obtained his Doctor of Pharmacy from the University of Houston in 2001 and earned his Executive MBA degree from Texas A&M University in 2019.

8:15 am

Compound Your Wealth – Pharmacy Accounting & Tax Strategies – Scotty Sykes, CPA, CFP®

Compounding pharmacies are unique in many aspects but one area that is no different than any other pharmacy is fundamental accounting. The fundamentals are critical to maximizing your profit and cash flow opportunities. This presentation will discuss the best practices in pharmacy accounting, tax strategies in an ever-changing tax environment and how to maximize cash flow.

Scotty has helped lead Sykes & Company, P.A., forward by building strong relationships with pharmacy owners, third parties and key vendors to enable pharmacy clients to have access to the best possible resources, accounting, tax and advisory in the pharmacy industry. He is actively involved in all areas of pharmacy accounting and tax with an emphasis on high-level advisory for pharmacy clients. He is also a frequent speaker and writer on various pharmacy accounting and tax matters.

9:15 am


9:30 am

What is the Market Value of Your Pharmacy? – Jaclyn Franks, MBA, ASA, ABV, CFE

Are you considering selling your pharmacy or are you curious as to what your pharmacy is worth? Join Jaclyn as she discusses the process of doing a letter of opinion which will approximate the fair market value of your pharmacy. She will share what financials are needed to complete the valuation and how your financial statements are normalized in order to arrive at a reasonable asking price for the pharmacy.

Jaclyn specializes in financial and valuation issues related to law disputes, and has provided litigation support services for over a decade as a consulting and testifying expert with Valuation Fraud & Forensics, LLC. She has 20 years of experience developing and implementing sophisticated financial management strategies, organizational strategic goals, and policies and procedures both in the financial and general operational realms. Jaclyn has managed a comprehensive array of services at the corporate level to maintain compliance with state and federal licensure and regulations, and directed financial turnarounds, re-staffing and coordination between corporate offices and jobsites.

10:15 am

FY2020 Benchmark Report – Bill Letendre, MSPharm, MBA

PCCA Vice President of Pharmacy Management Services Bill Letendre has crunched the numbers for 2020 to provide this industry economic benchmark report looking at the average profit margin, payroll expense and operating expenses that pharmacies saw last year. He’ll share year-over-year comparisons that will provide valuable insights as you forecast and plan for 2022 and beyond.

Bill received his Bachelor of Science in pharmacy from the Massachusetts College of Pharmacy, Master of Science in pharmacy from the University of Texas at Austin, and Master of Business Administration degree from the University of Phoenix. Bill has held appointments as adjunct professor at the Massachusetts College of Pharmacy, the University of the Pacific, Mercer University, Western University and the University of Houston. He has been honored as a Fellow in the American College of Apothecaries, the American Pharmacists Association, and the International Academy of Compounding Pharmacists. Bill is the recipient of the 2000 American Pharmacists Association Distinguished Achievement Award in Specialized Pharmaceutical Services, the 2004 Texas Pharmacy Association Pharmacist of the Year and the 2005 National Community Pharmacists Association Outstanding Faculty Liaison Award. Past president of the American College of Apothecaries (1982), the New Hampshire Pharmacists Association (1981) and the Texas Pharmacy Association (2003), Bill currently serves as the treasurer of Alliance for Pharmacy Compounding and as a member of Board of Commissioners for the Accreditation Commission of Health Care. He has held various offices in the APhA-Academy of Pharmacy Practice and Management (1995- 2001) and currently serves on the National Community Pharmacists Association Compounding Steering Committee. Bill previously owned and operated six community pharmacies, two home infusion pharmacies, and a home care supply company located in the state of New Hampshire.

10:45 am


11:00 am

Best Practices Panel – Member Pharmacists TBD

With this winning lineup of top-notch speakers, you are sure to come away with many take-home points to grow your business. Each speaker will share a specific part of their practice that is helping their patients and leading them to increased financial success.

12:00 pm


12:45 pm

Leading Others Using People Analytics – Alison Grizzle, EdD

Dr. Alison Grizzle will explore how companies use behavioral and cognitive analytics to create a people strategy. She will lead participants through the process of creating a people strategy that centers on understanding roles and KPIs, hiring the right people, inspiring employees, creating dynamic teams, and measuring engagement. Learn how behavioral analytics can create a science-based approach to leadership and unlock the mystery of people. This will not live in theory; Dr. Grizzle will show you the results from a participating member.

Allison is the founder of Clearview Strategy Partners. She works with clients in various industries facilitating conversations among members of leadership teams around company vision, strategy and talent optimization. Using her degrees in mathematics and leadership, Alison helps leaders to leverage behavioral and cognitive analytics to create a people strategy that turns a business strategy into results. In a 20+ year career, she has accomplishments in teaching, leadership development, team dynamics and strategic planning.

2:00 pm


2:15 pm

How to Find the Right Resources for Marketing Success – Kim Speairs, APR, MBA

The afternoon presentations will cover 3 different options pharmacies can use to manage their marketing efforts: using a full-service agency, hiring an in-house/remote marketer, and outsourcing project-specific marketing tasks. Attendees will discover the pros and cons of each and be able to determine which option might be right for them. Kim will discuss what to look for and what to expect when hiring an agency or freelancer, plus tips and tools to use from PCCA.

Kim joined PCCA as Director of Communications in June 2017. In this role, she develops, implements and manages employee and member engagement and communications programs; supports the company’s immediate and long-term vision for growth; and manages the corporate communications team. Kim is a graduate of Texas Christian University (TCU) with a BS in advertising/public relations with an emphasis in marketing. In 2014, Kim earned her MBA from the TCU Neeley School of Business.

2:45 pm

Ready to Elevate Your Marketing? What to Expect When You Hire an Agency – Hami Arrington; Stephen Brent May

You’re busy meeting with providers, filling prescriptions, managing employees, and running the day-to-day operations of your pharmacy, but you also know that in order to grow, you need to market your business. Hiring an agency to help with this is not a set-it-and-forget-it approach – it’s a relationship. Hami and Stephen will talk candidly about agency/client partnerships and how to make the most of them. You will walk away from this session knowing:

  • How an agency can learn about your business well enough to market it
  • What your involvement should be with your agency
  • What successful marketing looks like in 2021 and beyond
  • How to measure the success of your partnership
  • How to find the right marketing agency for your pharmacy

Hami and Stephen are the co-founders of One Foot Over, an unapologetically digital marketing agency that specializes in bringing customers closer to their clients' brands on the web. Hami holds a BA in Public Relations and Marketing and an MBA in Marketing from Georgia State University. She serves on the boards of the National Association of Women MBAs (NAWMBA) Houston Professional Chapter and Houston Chapter of the American Marketing Association. In previous roles, Stephen has worked in hospitality marketing for national chain and boutique hotels and led the marketing team at cPanel, the global leader in web hosting automation software. He has spoken at conferences in the U.S. and Europe about online, agile and growth marketing.

3:30 pm


3:45 pm

In-House Marketing and Remote Marketing – Scarlett Brown

What is the role of a pharmacy marketer? What are the responsibilities of an owner in the success of a marketer and sales rep? Join Scarlett Brown as she shares her experience at Maker’s Compounding Pharmacy, including strategizing with her owner, Michelle Moser, calling on doctors, and performing other traditional marketing roles. As a now remote marketer, Scarlett will share her current role and how her responsibilities differ.

Scarlett graduated from Colorado State University with a Bachelor’s degree in Biology, minoring in Anatomy & Physiology. Since then, she has served as the Director of Marketing & Education for Makers Compounding Pharmacy in Mount Vernon, Washington. Using her understanding of science and passion for education-based marketing efforts, she has facilitated numerous successful virtual (and in-person) events, grown prescription and over-the-counter sales, redesigned the pharmacy’s website, and developed print and digital materials for marketing campaigns. She has expanded her capabilities by starting Scarlett Brown Marketing, LLC, and is taking on new clients to help more pharmacies across the country level up their virtual marketing.

4:30 pm

Outsourcing Marketing Projects – Bryan Ziegler, PharmD, MBA

In addition to utilizing a dedicated salesperson, Bryan outsources with contract employees to complete marketing projects, such as social media, video production, print material design and website design. During this presentation, he will share why he opted to proceed in this direction and how he effectively oversees these more technical projects.

Bryan is owner/pharmacist of Moss Compounding Pharmacy in Florence, South Carolina. He is also the owner of Pharmacy Service Consulting, LLC, a consulting firm that supports community pharmacies with training & education, implementation guidance, workflow analysis, and market analysis for Pharmacist Provided Patient Care services. In his previous career, Bryan served in faculty and administrative roles at the University of South Carolina College of Pharmacy, and he still maintains a position as an adjunct clinical associate professor at the college. His lecture topics focus on pharmacy financial and operational management topics, pharmacy ownership and compounding.

5:00 pm

Closing Announcements / Adjourn

Our Money-Back Guarantee

PCCA takes great pride in developing the highest quality educational programs and providing top-notch networking and sharing opportunities at our events. Our policy is to provide you with a full refund of the purchase price of the program if it hasn’t met your educational goals.

If you are not satisfied with our educational content for this CPMS program, your refund must be requested by Saturday, Oct. 30, 2021. To request a refund, email and include the attendee name, email address, phone number, 2021 Business Management Forum and a detailed explanation of why a refund is being requested. All refunds will be issued via the original payment method.


Billing and Cancellation Policy

All registrations will be billed immediately to your preferred credit card. Billing to member accounts is no longer available. Full refunds available through Friday, Oct. 1, 2021. The registration fee will not be refunded for any cancellations received after Friday, Oct. 1, including no-shows. Hotel reservation cancellations must be handled directly with the hotel and are subject to the hotel’s cancellation policy.