April 5, 2019

Riley Park Club

Charleston, SC



Reception to follow




Welcome to the Third Annual PVMS, the premier continuing education event for practice owners, managers and those interested in higher level practice operations.

The list of presenters for 2019 is truly fantastic with some of the industry's top names on the schedule.  You will not want to miss the opportunity to learn from and mingle with them.

After the presentations end, stay for the reception.  It is the perfect opportunity to meet and talk with the presenters in person, network with your colleagues and enjoy a beer or glass of wine.  

Dr. Ernie Ward

Trends in the Veterinary Industry

Sponsored by VerticalVet

Program Overview

Veterinary medicine is a rapidly changing profession.  We will explore some of the major changes that are impacting our profession and how those changes are impacting veterinary hospitals and veterinary professionals.   

Program Objectives

  • Overview of current trends in the pet and veterinary industries.

  • Explore the Impact of corporatization and consolidation on veterinary practices.

  • Humanization of pets and opportunities for better veterinary client communications. 

  • Learn about telemedicine and telehealth developments in veterinary practice.

  • Social media changes and opportunities for veterinary practice marketing.

  • Veterinary student debt, worker shortages, and solutions for lean processes within veterinary clinics. 

About Dr. Ward

Dr. Ernie Ward is an internationally recognized veterinarian known for his work in the areas of general small animal practice, pet life extension and longevity, veterinary practice management and leadership, long-term medication monitoring, special needs of senior dogs, and cats and pet obesity. He has authored three books, including “Chow Hounds: Why Our Dogs Are Getting Fatter.” Dr. Ward has been a frequent guest on television programs and served as the resident veterinarian for the “Rachael Ray Show” from 2007 until 2014. He has over 100,000 followers on Facebook, and serves over 20,000 on his Twitter accounts, two YouTube channels, including “Off Label Veterinary News,”, and popular weekly podcast, “Veterinary Viewfinder,” and is a highly sought after veterinary media expert. Dr. Ward is the creator of the global viral videos, “How Hot Does It Get in a Parked Car?” and “How Cold Does It Get in a Dog House Overnight?” that have been viewed approximately 100 million times and featured on numerous news outlets. 


Dr. Ward is the Chief Veterinary Officer for Wild Earth, a biotech pet food company based in Berkeley, California and Executive Director of Education for VerticalVet, a hybrid Group Purchasing Organization (GPO) based in Raleigh, North Carolina. . He is founder of Seaside Animal Care, a National Practice of Excellence award-winning small animal veterinary clinic and Doggone Healthy, a practice dedicated to nutritional, behavioral and integrative care in Calabash, North Carolina. He also owns an international veterinary consultancy, E3 Management, LLC. Dr. Ward has authored and been featured in more than 100 practice management and peer-reviewed medical journal articles in 11 countries, co-authored the American Animal Hospital Association (AAHA) weight management guidelines, co-authored the peer-reviewed Veterinary Clinics of North America Small Animal Obesity textbook, and is a 1992 graduate of the University of Georgia College of Veterinary Medicine.


He was awarded the Speaker of the Year Award for both the North American Veterinary Conference (NAVC/VMX - Orlando) and Western Veterinary Conference (WVC - Las Vegas) and has spoken at every major North American veterinary conference as well as throughout Europe, South America, and Asia and has been a guest lecturer at most U.S. veterinary schools. He has received numerous awards and designations from various veterinary medical organizations.


He created the Association for Pet Obesity Prevention (APOP) in 2005 and is a Founding Member of VetPartners practice management organization and the International Veterinary Senior Care Society. He serves as a Scientific Committee Chairperson (2016- ) and Practice Management Chairperson (2012- ) for the Southern European Veterinary Conference (SEVC) held in Barcelona, Madrid, and Grenada, Spain. He is the founder of the Project 25 Pet Life Extension and Enhancement Initiative in 2015. He has also completed multiple Ironman triathlons and has been a certified personal trainer and USA Triathlon accredited coach. He ran for North Carolina state senate in 2014. He lives on a small North Carolina barrier island with his wife of over 24 years (the couple began dating in February 1986 as college freshmen), two teenaged daughters, two dogs, a cat, and far too many surfboards (over 20 at last count).

Dr. Karen Felsted

Advanced Inventory Management

Sponsored by CareCredit


Program Overview:

Drugs, medical supplies and food costs are some of the biggest expenses a practice incurs and these costs are increasing in most practices. What should the practice do if these costs are too high?  First of all, it is important to drill deeper into the accounting and PIMS records to truly understand whether the costs are too high and WHY this is so.  Secondly (and most importantly), changes need to be made in the practice to improve inventory efficiency and costs. Inventory control is sometimes seen as a boring and tedious task, but it can have a huge impact on your profitability and is actually one of the easier things to do well in a practice.


In order to improve inventory control, the practice first must get a handle on the current situation by answering a series of questions.  During this in depth presentation, we will explore those questions and identify a system to make good inventory control easy. 


Program Objectives:

  • Learn how to identify problems in the practice’s balance sheet accounting and practice information management system accounting that are making it impossible to determine if the practice has an inventory problem

  • Determine what is causing inventory costs to be higher than normal

  • Outline changes in the practice that are necessary to correct out-of-control inventory costs

About Dr. Felsted:

Dr. Felsted graduated from the University of Texas at Austin with a degree in marketing.  She spent 12 years in accounting and business management, six of it with the “Big-8” accounting firm of Arthur Young (now Ernst & Young.) During this time, she also obtained an MS degree in Management and Administrative Science from the University of Texas at Dallas.


Dr. Felsted attended the College of Veterinary Medicine at Texas A & M University and graduated in 1996.  After returning to Dallas, she practiced both small animal and emergency medicine on a full-time basis while maintaining a veterinary accounting and consulting practice. In 1999 she opened and became Manager-in-Charge of the Dallas office of Owen E. McCafferty, CPA, Inc., a national public accounting firm specializing in tax, accounting, and practice management services for veterinarians.  During this time she received her Certified Veterinary Practice Manager certificate.


In June of 2001, Dr. Felsted opened her own accounting firm specializing in financial services for veterinarians and also joined Brakke Consulting, Inc. where she continued to offer practice management consulting services to veterinarians.  In January of 2007, Dr. Felsted relocated to Los Angeles and joined Gatto McFerson CPAs, a veterinary-focused financial and consulting firm. 


In 2008 Dr. Felsted joined the National Commission on Veterinary Economic Issues (NCVEI) as Chief Executive Officer and spent over three years there before returning to business consulting, both with private practices and the animal health industry.  Most recently she became a Certified Valuation Analyst.


Dr. Felsted is currently a member of the Veterinary Economics’ Editorial Advisory Board and has also served on the boards of VetPartners, the CATalyst Council and the CVPM Board of Directors.  She has been published in numerous national and international veterinary journals and has also spoken at many local, national and international veterinary meetings.  In 2011 and 2017, she was given the Western Veterinary Conference Practice Management Continuing Educator of the Year award and in 2014, the VetPartners Distinguished Life Member Award.

Melissa Overberg

The Power of Employee Engagement

Sponsored by

Henry Schein Animal Health


Program Overview: 

Employee engagement is the extent to which employees feel passionate about their job, are committed to the company, and put extra effort into their work.  Companies with a people strategy focused on employee engagement experience lower turn-ver, improved overall performance and customer loyalty.  In order to keep your customers happy and grow your business, you need to have happy, engage employees.

Program Objective:

This program is designed to provide you with the knowledge and skills necessary to create your people strategy focused on employee engagement.  You will learn practical ideas to help re-ignite your employee's passion for their job.

About Melissa:

Melissa Overberg has over 20 years of Human Resources experience.  In her current role as Manager, Talen Management at Henry Schein Animal Health, she oversees Talent Acquisition and Learning and Development.  She leads the team to ensure Henry Schein Animal Health is sourcing and hiring the best candidates to fulfill the company mission.

Melissa hold a B.A. in Communication from Ohio State University and holds several Facilitator certifications for courses including Crucial Conversations, Social Styles and Communication for Leadership Success.  She has been a featured speaker at several animal health industry events including the 2017 P.S.I. symposium and the 2018 HSAH Vet Summit.  

Steve Castillo

The Dollars and Sense

Behind Veterinary Fees

Sponsored By

Zoetis & Profit Solver

Program Overview:

Setting veterinary service fees has been a long-standing challenge in our industry.   There are many different methods used to set veterinary service fees like cost plus, matching competitors fees, using benchmarking and more.  But which method is the best option for your practice? We will explore the important items to look for when determining the right service fee for your practice.  

Knowing the true cost of a product or service helps veterinary practices with pricing decisions, and we will break down the anatomy of a service and how the fee is derived. 

Program Objective:

  1. Understand how the true cost of a service can influence the service fee

  2. Learn about the challenges of setting fees in your practice

  3. Provide you with fee-setting strategies that can add more to your bottom line

About Steve:

Steve Castillo is currently the CEO and shareholder of Fee Technology and helps guide the overall company strategy.  Steve has more than 24 years of business leadership experience in both small business and Fortune 500 environments.  He has spent the last decade in the veterinary industry working with veterinary owners and practice managers to build and grow profitable businesses. 

Prior to joining Fee Technology, Steve was the owner of nine Taco Bell restaurants in Miami, Florida. He began his career working for a CPA firm in Michigan in the areas of taxation and business valuations.    Steve has held a number of cross-functional, high-level management roles at Wolters Kluwer Tax & Accounting US, a fortune 100 company.  He is a proven performance leader in business strategy development, process improvement, and profitability analysis.  

Steve holds a B.A. degree in accounting and finance from Michigan State University and has been a frequent speaker at the Accounting and Finance convention in LA.  


$99 per person (early bird until 2-28-19)

then $149 per person

PVMS is approved for 6 hours of continuing education by the following state veterinary boards:



Antech Diagnostics




Midwest Veterinary Supply

Profit Solver

Royal Canin

South State Bank

Vertical Vet


Veterinary Specialty Care

Virbac Animal Health


Questions can be submitted to:


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