Dr. Courtland Wyatt: Navigating Nonprofit Finances: Insights from a Treasurer's Journey

In this episode, Dr. Karen Litzy interviews Michelle Weatherby, Product Marketing Manager at Jane, a practice management software designed for health and wellness practitioners. They discuss Jane's mission to "Help the Helpers," the importance of simplicity and community support, and exciting upcoming features like integrated outbound faxing and a voice-to-chart AI tool. Michelle emphasizes the positive company culture and the value of customer satisfaction in driving Jane's success.   Time Stamps:  [00:03:47] Practice management software benefits. [00:04:47] Help the helpers mantra. [00:08:27] Company culture and values. [00:13:31] Integrated outbound fax feature. [00:15:39] Time-saving features for therapists. [00:20:10] No education or experience wasted.   More About Michelle: Michelle is a Product Marketing Manager at Jane App, a practice management and EMR software designed to help health and wellness providers care for their patients and run their businesses. She began her career as a Registered Dietitian, developing a deep empathy and appreciation for the providers that Jane serves. She strives to live Jane’s mission of "helping the helpers" by continually learning what customers need and showing them how Jane’s solutions can help them thrive.   Resources from this Episode: Jane App Voice to Chart Jane App Pricing   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, hosts Dr. Karen Litzy and Dr. Stephanie Weyrauch welcome Dr. Rob Worth, the Vice President of the APTA Private Practice Section, live from the Jane booth at the APTA Private Practice meeting in Washington, D.C. Rob shares insights into his early career in physical therapy, revealing that his passion for the profession began at the age of 16. He discusses the criteria he considered when choosing a career, emphasizing his desire to work in healthcare, focus on wellness, and leave a meaningful legacy. Please tune in to learn more about Rob's journey and his contributions to physical therapy.   Time Stamps:  [00:01:03] Early career in physical therapy. [00:06:36] Building resilience through adversity. [00:09:20] Finding passion in mentorship. [00:12:25] Loss of a practice partner. [00:15:23] Mission trips' impact on life. [00:20:30] Importance of having fun. [00:22:36] Opportunities in physical therapy. [00:26:16] Business Fundamentals program launch.   More About Dr. Worth: Dr. Worth has been in private practice since establishing Advanced Physical Therapy & Sports Medicine in 1998, with 29 clinics in northeast/central Wisconsin and provides on-site care for 60+ companies and municipalities.  Rob has served in many volunteer and leadership roles within the APTA over the past 30 years and is currently a Wisconsin Delegate to the American Physical Therapy Association and also serves as Vice-President on the APTA Private Practice Board of Directors. Dr. Worth has received the Outstanding Service Award from APTA Wisconsin and the IndUS International Award for cross-cultural contributions in healthcare.   Resources from this Episode: Advanced Physical Therapy & Sports Medicine Rob Worth Instagram   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy interviews Roger Herr, president of the American Physical Therapy Association (APTA), discussing his journey in physical therapy, the APTA's initiatives, and advocacy efforts. Roger shares his career path from PT school to managing home care operations, emphasizing the APTA's focus on improving payment models and transitioning to value-based care through member engagement. He outlines the strategic planning process for the next three to five years, highlighting the importance of addressing unsustainable payment systems and workforce challenges. The conversation also covers recent legislative wins, including changes in Medicare regulations and telehealth access, while underscoring the APTA as a community that supports professional growth. Roger encourages innovation within the profession and expresses gratitude for the engaged APTA members, concluding with a call for continued involvement in advocacy efforts.   Time Stamps:  00:00-05:19: "Insights from APTA President Roger Herr on Physical Therapy's Future" 05:19-09:48: Innovative Payment Models and APTA's Strategic Planning 10:27-11:04: "Collaborative Efforts for APTA's Future Planning" 12:25-14:56: "Transforming Strategic Planning: Engaging Members and Addressing Workforce Challenges" 15:05-18:07: "APTA Strategic Planning and Advocacy Insights" 19:56-23:55: "Advancing Telehealth and Workforce Diversity in Physical Therapy" 25:47-29:55: "Embracing Innovation and Change in Physical Therapy"   More About Roger Herr: Roger Herr is VP VNSNY Home Care at VNS Health in NYC. A distinguished healthcare leader with over 35 years of experience in post-acute care, quality reporting, health plan, and rehabilitation. Roger has implemented multiple post-acute care regulatory changes in home health, hospice, and long-term care. He has lived and worked in New York, Washington, California, and Pennsylvania. He has served multiple federal technical expert panels and quality and policy reform appointments. Roger is currently President of APTA and has twenty years of board experience in the American Physical Therapy Association (APTA) specialty sections, state chapters, and national board of directors.  An APTA member since 1985, Herr's previous association service includes previous terms on the APTA Board of Directors, serving as chief delegate for New York, and serving on APTA's Public Policy and Advocacy Committee. He has been recognized as Physical Therapist of the Year by the Washington Chapter (2006), and received APTA's Lucy Blair Service Award (2021) and Marilyn Moffat Distinguished Service Award (2021). Resources from this Episode: Roger on LinkedIn American Physical Therapy Association APTA Advocacy APTA Strategic Plan 2022-2025   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In our latest episode, I (Dr. Karen Litzy) was honored to be interviewed by my good friend Dr. Stephanie Weyrauch after receiving the prestigious Robert G. Dicus Award at the APTA Private Practice Annual Meeting. This award recognizes lifetime achievement in private practice, and I couldn't be more grateful for the support from my colleagues and mentors throughout my journey. Join us as we discuss the impact of mentorship, the importance of finding your voice, and the lessons learned along the way. Time Stamps:  [00:03:26] Robert G. Dicus Award. [00:04:20] Dicus Award recognition. [00:09:23] Finding your voice journey. [00:12:36] Overcoming public speaking fear. [00:19:30] Learning from negative experiences. [00:21:18] Business ownership mindset shift. [00:24:47] Authenticity in professional settings. [00:30:31] The importance of a support network. [00:32:21] Healthy, wealthy, and smart life.   More About Dr. Karen Litzy: Dr. Karen Litzy, PT, DPT is a licensed physical therapist, international speaker and owner of Karen Litzy Physical Therapy, PLLC. Through her work as a physical therapist, she has helped thousands of people, including Fortune 500 CEOs, royalty, and celebrities, overcome painful conditions, recover from surgery, and feel more vital than ever before. As the host of Healthy Wealthy & Smart, a top 200 podcast on Apple Podcasts, she has interviewed health, medicine, and entrepreneurship influencers. She also shares how she has prevailed with her own experience of chronic pain. As a keynote and featured speaker, Dr. Karen has addressed thousands at national and international events, including Columbia University in New York City, the University of Colorado in Denver, and the International Olympic Committee World Conference on Prevention of Injury and Illness in Sport in Monaco. Karen’s expertise has been featured in magazines, podcasts, TV Newscasts, and websites, including Prevention, Martha Stewart Living, Wirecutter from the New York Times, Time Magazine, The Washington Post, and more. She is a member of Prevention Magazine’s medical Review Board. She lives in New York City.   Resources from this Episode: Tricia Brouk Robert G. Dicus Award   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy & Smart podcast, guest host Dr. Jenna Kantor welcomes Dr. Cortland Wyatt, a distinguished physical therapist with extensive experience in the field. The discussion focuses on Cortland’s role as a treasurer for two nonprofit organizations. Jenna and Cortland explore the responsibilities and challenges of being a treasurer, the importance of financial management in nonprofit organizations, and how these experiences contribute to professional growth in the healthcare industry. Tune in for valuable insights on leadership and financial stewardship within the physical therapy community.   Time Stamps:  [00:01:42-00:02:03] Treasurer experience in nonprofits. [00:06:28] Growing an organization in therapy. [00:11:59] Importance of communication in finance. [00:14:21] Technical aspects of organization management. [00:17:35] Technical challenges with new platforms. [00:24:50] Treasurer's decision-making in nonprofits. [00:29:03-00:29:44] The future of finance. [00:31:23] Cryptocurrency in healthcare payments.   More About Dr. Courtland Wyatt: Dr. Courtland Wyatt is a native of St. Louis, MO where he learned the value of hard work at an early age. A veteran of the United States Army, he went on to attend Howard University where he was a member of the Dean’s list and obtained his Master Degree in Physical Therapy.  Dr. Wyatt has filled the position of adjunct professor at Howard University, George Washington University and Montgomery Community College in their respective PT departments. After receiving a Doctorate of Physical Therapy from Alabama State University, he began a non-profit organization aimed at eliminating health disparities in socioeconomically deprived areas across the nation. The program provides scholarships, mentoring, health/wellness and educational resources.  In addition to his roles of CEO and therapist, he is also co-owner of Ergo Solutions, which has developed into the largest outsourcing physical rehab company in Washington, DC.    Resources from this Episode: Dr. Wyatt on LinkedIn Ergo180 AAPT Website   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Stephanie Weyrauch welcomes Kristin Revere, founder and CEO of Gold Coast Doulas. Kristin shares her journey in starting Gold Coast Doulas in 2015, initially as a solo birth doula and expanding to a team of 27 contractors, including lactation consultants, sleep consultants, and newborn care specialists. The discussion highlights the role of doulas as non-medical support persons, emphasizing their importance in providing comprehensive care for families during the birthing process and beyond. Kristin also co-authored the book "Supported: Your Guide to Birth and Baby," which explores the various types of doulas and their significance in an interdisciplinary team. This episode is a valuable resource for expecting parents and those interested in understanding the multifaceted support doulas offer. Time Stamps:  [00:02:03] The role of doulas explained. [00:06:48] The evolving role of doulas. [00:10:17] Support during unpredictable birth. [00:18:08] Doula support for partners. [00:20:33] Importance of doulas in healthcare. [00:25:07] Importance of hydration postpartum. [00:30:08] Emotional support during postpartum. [00:31:40] Postpartum emotional support challenges. [00:36:18] Starting a doula service. [00:44:13] Collaboration in business mindset. [00:45:46] Connecting with Gold Coast Doulas. More About Kristin Revere: Kristin Revere is a woman who has always had a passion for supporting other women, both personally and professionally. In college, Kristin served on the Executive Committee of her sorority and organized events on campus related to breast cancer and other women’s issues. She later facilitated nonpartisan political trainings for female candidates and volunteered for many nonprofits focused on women’s issues. Kristin firmly believes in the power that lies within a woman and has spent her life drawing it out of the women she surrounds herself with. After the birth of her daughter in 2011, a new passion awoke within her. Kristin began reading and studying birth from all perspectives, philosophies, and medical approaches. She joined organizations like the Healthy Kent Breastfeeding Coalition and used her event coordinating skills to build and promote the organization and create community awareness. Kristin’s research led her to learn about doulas, and in 2012 she hired doulas herself for the support of her second birth. The level of compassionate care and comfort that she received from her doulas ignited a spark within Kristin that led her to the path of becoming a doula herself. She earned her certification and began teaching Sacred Pregnancy classes in 2013, but as you’ll see Kristin is a firm believer in achieving the highest level of education available when providing a service. Shortly after, she earned the following credentials. Certified Sacred Doula in 2014 Certified Elite Labor Doula through ProDoula in 2015 Certified Elite Postpartum and Infant Care Doula through ProDoula in 2016 Trained in Spinning Babies in 2020 Newborn Care Specialist through Newborn Care Solutions Mothership Certified Health Service Provider Certified VBAC Academy Pro Certified Transformational Birth Coach through Birth Coach Method Certified Pregnancy and Infant Loss Advocate (PAIL) 2022 Certified Gift Registry Expert through Be Her Village 2023 Kristin’s main passion as a birth and postpartum doula is to offer women and families resources, unbiased support, and understanding. Kristin is a listener, a friend, a confidant, an expert, and women intuitively feel stronger in her presence. She has a Bachelor of Science in Journalism from Central Michigan University and a Master of Management in Marketing from Aquinas College. Kristin is the host of Ask the Doulas Podcast. Her writing has been featured in Rapid Growth Media and First Time Parent Magazine. Kristin was selected as one of the 50 Most Influential Women in West Michigan by the Grand Rapids Business Journal in 2016 and in 2022. Kristin and the rest of the Revere Clan, which includes her husband, her step-daughter, and her two children, live in Grand Rapids and can be found taking in the sights at local art galleries, parks, music concerts, and community events. Resources from this Episode: Gold Coast Doulas Website Gold Coast Doulas on Instagram Gold Coast Doulas on YouTube Kristin on LinkedIn Ask The Doulas Podcast Supported: Your Guide to Birth and Baby Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Efosa Guobadia, CEO of FFITT Health and co-founder of PT Day of Service, to celebrate the 10-year anniversary of this impactful initiative. Dr.Guobadia reflects on the original vision behind PT Day of Service, emphasizing the core values of community, engagement, collaboration, and service within the physical therapy profession. He shares insights on how the concept has evolved over the years, surpassing their initial expectations and highlighting the limitless potential of service in physical therapy. Join Karen and Efosa as they explore the significance of giving back and the continued growth of PT Day of Service. Time Stamps:  [00:01:10] Vision of PT Day of Service. [00:07:24] Burnout during the pandemic. [00:10:44] Compassion in service and health. [00:11:27] Community service in physical therapy. [00:16:05] Falls prevention screenings for community. [00:21:01] Community involvement and engagement. [00:23:28] Movement and community service. [00:26:33] Sustainable systems for movement health. [00:31:16] PT Days of Service. [00:34:08] Rejoice in the beginning.More About Dr. Efosa Guobadia: Efosa L. Guobadia, PT, DPT, is the Founder of FFITT Health; Founder of Move Together, and  Co-Founder of the Global PT Day of Service, which has spanned over 80 countries since its inception in 2015. He has contributed chapters to two books: ‘Why Global Health Matters”, edited by Dr. Chris E. Stout; and "Learning to Lead in Physical Therapy", edited by Jennifer Green-Wilson and Stacey Zeigler. He received his BS in Kinesiology from the University of Massachusetts in 2007, his Doctorate of Physical Therapy from the University of Scranton in 2010, and Master of Business Administration from UMass Isenberg School of Management with a focus in finance in 2024.. He is the recipient of the 2017 Distinguished Young Alumni Award given by the University of Massachusetts/Amherst School of Public Health and Health Sciences, is a 2018 American Physical Therapy Association Social Impact Award Recipient, and the 2023 University of Scranton DPT Program Outstanding Alumni Award Recipient. Resources from this Episode: PT Day of Service Move Together PT Day of Service on Instagram PT Day of Service on X PT Day of Service on Facebook Efosa on Instagram Move Together on Instagram   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy interviews Ilana Muhlstein, a dietician, nutritionist, bestselling author, and mother of three. Ilana shares her personal journey of weight struggles and how it led her to become a passionate dietitian. They discuss nutrition, mindset around eating, and how to talk to kids about healthy habits. Ilana’s success as a female entrepreneur is highlighted, showcasing her mission to make a healthy lifestyle more attainable. Tune in for valuable insights on nutrition and mindset from this global health and wellness expert!   Time Stamps:  00:00:02 - Introduction and Guest Introduction 00:01:16 - Ilana Muhlstein’s Background and Personal Journey 00:07:08 - Importance of Mindset in Weight Loss 00:12:06 - Setting Achievable Goals 00:17:00 - Changing Negative Mindsets 00:17:45 - Encouraging Kids to Eat Vegetables 00:23:06 - Addressing Pediatric Obesity 00:28:01 - Personal Anecdotes on Balanced Eating 00:30:04 - Teaching Kids About Nutrition 00:34:18 - Strategies for Picky Eaters 00:35:03 - Final Thoughts on Mindset and Health 00:39:22 - Where to Find Ilana Muhlstein 00:40:08 - Advice to 20-Year-Old Self 00:40:52 - Conclusion and Farewell   More About Ilana Muhlstein:  Dietitian, nutritionist, bestselling author, and mother of three, Ilana Muhlstein, MS, RD, is a highly sought-after global health and wellness expert. At the age of thirteen, Ilana weighed over two hundred pounds and struggled with weight loss, emotional eating, and ineffective diets. This molded her passion to become a dietitian with a mission to show people that a healthy lifestyle is easier and much more attainable than they think.   Resources from this Episode: Ilana’s Website Ilana on Instagram Ilana’s Programs Ilana Meals on Instagram HWPOD10 for all Ilana Housewares orders over $70 or more. (www.ilanahousewares.com) PODCAST10 to get $10 off your first meal- receive an extra 5% off when you subscribe! (www.ilanameals.com)     Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

On this episode of the Healthy, Wealthy, and Smart podcast, Dr. Karen Litzy discusses setting boundaries, raising prices, and managing difficult situations with guest Hilary Silver, LCSW, an entrepreneur and thought leader in personal development and relationships. Hilary shares her journey from social work graduate to private practice and offers valuable insights on navigating these challenging aspects of business. Tune in for expert advice on maintaining boundaries and handling financial decisions in your professional life. Time Stamps:  00:00:02 - Introduction and Guest Introduction 00:01:07 - Hilary Silver's Journey 00:03:00 - Transition to Digital Empowerment Program 00:04:26 - Taking a Leap of Faith 00:04:48 - Importance of Setting Boundaries 00:05:33 - Identifying Your Boundaries 00:07:08 - Expressing Your Boundaries 00:08:01 - Holding Your Boundaries 00:09:05 - Flexibility in Boundaries 00:10:36 - Recognizing Burnout and Overwhelm 00:12:14 - Taking Responsibility for Your Boundaries 00:14:42 - Gently Holding Boundaries 00:15:59 - Bless and Release 00:16:21 - Money and Self-Worth 00:18:18 - Charging for Outcomes, Not Time 00:21:03 - Practical Application in Clinical Settings 00:24:21 - Raising Prices and Ideal Clients 00:27:06 - Expanding Capacity for Success 00:28:42 - Manifesting and Mindset 00:29:12 - People Pleasing and Self-Worth 00:31:13 - Business Training and Mindset Shift 00:32:41 - Key Takeaways 00:33:45 - Where to Find Hilary Silver 00:36:20 - Advice to 20-Year-Old Self 00:37:14 - Conclusion and Thanks More About Hillary Silver: Hilary Silver is an entrepreneur and thought leader in the realm of personal development and relationships. After 15 years as a successful clinical psychotherapist, Hilary closed her thriving practice in 2017 to launch “Ready for Love,” an online coaching and wellness company that helps smart, single women become just as successful in their love lives as they are in their professional ones. She grew her company into an empire, generating over $13 million in revenue in 6 years, helping thousands of women work through her program with an over 95% success rate. Hilary’s passion and deep understanding of the root causes of the struggles of her clients helped her develop her signature methodology, rooted in radical responsibility and being centered in self. She now works to educate and inspire everyone to radically change the way they think about themselves so they can live a fully liberated life on their own terms. Resources from this Episode: Hilary’s Website Hilary’s Instagram Hilary’s Facebook Hilary’s YouTube   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

Dr. Karen Litzy interviews Dr. Jared Pelo, co-founder of Bionic Health, about leveraging AI in medicine to improve patient care and physician-patient connections. Dr. Pelo shares his journey from emergency medicine to founding Bionic Health, driven by a desire to address healthcare issues proactively rather than reactively. Tune in to learn more about the intersection of AI and medicine in revolutionizing healthcare practices.   Time Stamps:  00:00:02 - Introduction and Guest Welcome 00:00:42 - Dr. Jared Pelo's Background 00:01:59 - Transition to AI and Medicine 00:03:04 - Personal Tragedy and Founding Bionic Health 00:04:20 - Role of AI in Longevity Medicine 00:06:10 - Practical Application of AI in Healthcare 00:10:18 - AI and Physician Collaboration 00:12:10 - Human Connection in Healthcare 00:13:23 - Benefits of AI for Patients 00:16:38 - Longevity Medicine Explained 00:19:17 - Anecdotes and Studies on Longevity 00:23:20 - Bionic Health's Approach to Longevity 00:24:20 - Importance of Exercise and Lifestyle 00:27:05 - Education and Preventative Measures 00:29:07 - Take-Home Message 00:30:47 - How to Learn More About Bionic Health 00:31:28 - Advice to 20-Year-Old Self 00:32:12 - Conclusion and Farewell   More About Dr. Jared Pelo: Jared Pelo, MD, Chief Medical Officer and Co-Founder of Bionic Health   Dr. Jared Pelo trained and worked in emergency medicine before founding iScribes, an early ambient AI health tech company. iScribes was acquired by Nuance Communications a Microsoft Company and was developed into Dragon Ambient eXperience. Dr Pelo started Bionic Health after a family tragedy and being inspired by the power of AI in medicine. Passionate about AI in medicine and preventive medicine, Dr. Pelo advocates using advanced AI tools and compassion to enhance patient-physician connection and patient care.   Resources from this Episode: Bionic Health Website Dr. Pelo on LinkedIn Dr. Pelo on YouTube   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio