New Bolton Center Kennett Square, PA
Emergencies & Appointments:
Ryan Hospital Philadelphia, PA

Business Manager Track

Wednesday, September 27, 2017

The Business Manager track is designed to address the specific needs of those running a practice.

Contact Us

Brittany Tinsley
Phone: 215-746-2421

Penn Annual Conference
School of Veterinary Medicine
University of Pennsylvania
3800 Spruce Street, Suite 172E
Philadelphia, PA 19104

The Day's Sessions

2017 Business Track
9-11:15am 11:30am-12:30pm 12:45-1:45pm 2-3pm 3:15-5:30pm

The S and O in SOAP: Gathering the Information

Dr. Karen Felsted &
Dr. Michael Dicks

The A in SOAP: Identifying the Problem

Dr. Karen Felsted &
Dr. Michael Dicks

Keynote Luncheon:

Dr. Oliver Garden

The A in SOAP: Identifying the Problem (continued)

Dr. Karen Felsted &
Dr. Michael Dicks

The P in SOAP: Putting together the treatment

Dr. Karen Felsted &
Dr. Michael Dicks

Dean's Reception

Following the day's events, Penn Vet will host the Dean's Reception, which begins at 6 pm. All are welcome to attend!

Session Descriptions

SOAPing Your Practice Performance

Subjective facts and findings, Objective facts and finding, Assessment and Plan.

  • The S and O in SOAP:  Gathering the information.
  • The A in SOAP:  Identifying the problems.
  • The P in SOAP:  Putting together the treatment.


Karen E. Felsted, CPA, MS, DVM, CVPM, CVA

PantheraT Veterinary Management Consulting

karen-felsted PAC2017

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, she was given the Western Veterinary Conference Practice Management Continuing Educator of the Year award and in 2014, the VetPartners Distinguished Life Member Award.

Michael R. Dicks, PhD

Director, Veterinary Economics Division   
American Veterinary Medical Association

Dicks_Michael_AVMAEconomicsMike Dicks received his undergraduate degrees in biochemistry and animal science from California Polytechnic State University. He obtained his masters working on a waste to energy project in Tunisia and his doctorate in Agricultural Economics specializing in natural resource policy and international development from the University of Missouri.

Dr. Dicks spent 3 ½ years in Kenya with the Peace Corps as a chemistry teacher. While there he received funding from Ford Foundation, CARE, and National Christian Council of Kenya to establish a rural cooperative to assist in the development and construction of water delivery and energy production technologies for rural communities. Dr. Dicks went on to work at the USDA’s Economic Research Service in Washington, D.C. where he served as a policy specialist. While there he developed and implemented the first Conservation Title in a US Farm Bill and initiated USDA’s Aquaculture Industry Situation and Outlook program as well as the Industrial Crops and Products Situation and Outlook program.

Prior to joining the American Veterinary Medical Association as director of its Economics Division, Dr. Dicks was at Oklahoma State University where he was the director of the Great Plains Agricultural Policy Center and then director of the Center for International Trade and Development.

Dicks publishes an article in the dvm360 magazine on a monthly basis.