Clinic Boss Summit

The clinic
of the future.

Toronto · September 18 and 19

Agenda

Two days, two tracks.

Day 1 · Track 1 · Clinic owners

Clinic owner sessions · Financial mastery

  • 13:0030 min
    Building a clinic of the future
  • 13:301 hr
    Your clinic's profitability starts with the setup
  • 14:301 hr
    From bookkeeping to the bottom line: how your clinic's numbers fit together
  • 15:3015 min
    Stretch break and coffee
  • 15:451 hr
    The profit playbook: what your P&L is telling you
  • 16:451 hr 15
    Built to sell: what makes a clinic valuable
  • 18:002 hrs
    Networking roundtables, food and cocktails
  • 20:00
    Day 1 ends

Speakers

Who you will learn from.

Clinic owners, operators and partners who run what they teach.

  • Rick Lau

    Rick Lau

    Chief Executive Officer (CEO), Clinic Accelerator

    Healthcare entrepreneur who built and exited 127 physical therapy and chiropractic clinics, and now helps clinic owners start, scale and sell with better systems.

  • Dr Manju Asdhir

    Dr Manju Asdhir

    Director of Partnerships, Clinic Accelerator

    Built her clinics from the ground up and sold them for millions. She now helps startups and owners build scalable practices with the right systems.

  • Paul Moon

    Paul Moon

    Director, M&A, Clinic Accelerator

    Built and exited 127 clinics alongside Rick Lau, and has helped clinic owners close over $100M in M&A transactions.

  • Soroush Peyvandi

    Soroush Peyvandi

    Managing Director, M&A and Growth, Clinic Accelerator

    Scaled his business from $700K to nearly $10M and has helped clinic owners close over $50M in clinic sale transactions.

  • Darryl Yardley

    Darryl Yardley

    Director, Coaching & Training Programs, Clinic Accelerator

    Built a clinic from scratch during COVID and sold it for millions. He has mentored over 1,000 clinicians and owners on growing private practice caseloads.

  • Sanjeev Bhatia

    Sanjeev Bhatia

    Senior Director, Customer Success, Clinic Accelerator

    Spent 15 years running front desk and patient operations across 400 plus clinics at Lifemark and Myodetox, helping owners improve profitability, recruitment, culture and growth systems.

  • Dee Bills

    Dee Bills

    Front Office Expert

    Practice owner who has trained more than 1,500 front desk teams to reduce cancellations and no-shows, improve arrival rates and increase new patient conversions.

  • Dr Julie Durnan

    Dr Julie Durnan

    Founder, Ginger Desk

    Naturopathic physician and clinic owner who scaled multiple clinics and a virtual team of 40 plus, helping owners delegate, streamline operations and grow without burnout.

  • Meg Macpherson

    Meg Macpherson

    Co-founder, Articulate Design

    Physiotherapist who works with top clinics across North America to design modern, branded spaces that lift patient experience, workflow and revenue.

  • Neena Folliott

    Neena Folliott

    Co-founder, Articulate Design + Consulting

    Sports physiotherapist who translates a clinic's brand and philosophy into spaces that are functional, intuitive and meaningful to patients.

  • Rohan Roheja

    Rohan Roheja

    Advisor, Finance Coach, Clinic Accelerator

    Has led finance roles at KPMG, Microsoft, Disney and Lifemark, helping clinic owners modernize finances, increase profitability and build exit-ready practices.

  • Shaida Rabie

    Shaida Rabie

    Director of Social Media, Clinic Accelerator

    Gen Z social media marketing expert who has helped over 1,000 clinic owners grow patient numbers and hire better talent through the latest marketing systems.

  • Kat Feeney

    Kat Feeney

    Customer success, CallHero

    Clinic office manager with over 10 years running high-volume clinics, now helping owners lead front desk teams, improve phone scripts and keep schedules full.

  • Roxanne Francis

    Roxanne Francis

    Psychotherapist and leadership coach

    Award-winning consultant and international speaker on workplace mental health, leadership, burnout and DEI. Named one of Canada's 100 Black Women to Watch.

  • Chris Olson

    Chris Olson

    Product specialist, Jane

    Over a decade of support experience, with a passion for simplifying technology and putting it to work for practice owners.

  • Robin Valadares

    Robin Valadares

    Physiotherapist and certified financial counsellor

    Founder of Financially Fulfilled Pro, translating complex financial concepts into clear frameworks for healthcare clinicians. Jane ambassador.

  • Jeff Grandfield

    Jeff Grandfield

    Senior consultant, The Lease Coach

    Co-author of Negotiating Commercial Leases and Renewals for Dummies, advising healthcare tenants on new leases, renewals and clinic transitions.

  • Jordan Tse

    Jordan Tse

    National sales manager, OrtoPed

    Helps clinics across Canada build and optimize bracing programs that strengthen both patient care and business performance.

  • Wendy Lucas

    Wendy Lucas

    Founder, HiBridge and Lucas Therapies

    Grew Lucas Therapies to 10 clinics before merging in 2020, and pioneered the virtual front desk model now used by practices nationwide.

  • Carys Jones

    Carys Jones

    Business consulting partner, Peninsula

    Guides owners through everything from legislative standards to complex terminations, so they can protect the business and avoid costly claims.

Roundtables

Three sessions. 22 topics.

Tables flip every 30 minutes. You will attend 6 across the weekend.

Session 1

Friday, 6:00 PM

2 hrs

60 minute mastermind at your assigned table, then 2 roundtables

Session 2

Saturday, 1:00 PM

1 hr

2 roundtables

Session 3

Saturday, 5:45 PM

1 hr

2 roundtables

01

Session 1

Start at your assigned table. The number is on your nametag.

02

Sessions 2 and 3

Start at any roundtable you like.

03

Every 30 minutes

Tables flip. Get up and move to your next roundtable.

Session 1 mastermind, 60 minutes

  1. 01Pick one leader. They keep time and make sure everyone gets a turn.
  2. 02Introductions, 60 seconds each. Who you are, where you are, why you are at CBS.
  3. 03Each person states their biggest business problem.
  4. 04The leader picks the problem the group has in common.
  5. 05Solve it together.

The 22 roundtables

22 of 22 shown

Marketing

  • Table1
    ShaidaMarketing

    Meta Ads for new patients

  • Table2
    Clinic Coach AviMarketing

    Patient list for new assessments

Front desk, phones and patient conversion

  • Table3
    Wendy, HiBridgeFront desk

    Virtual front desk

  • Table4
    SanjeevFront desk

    Bulletproof front desk operations

  • Table5
    Dee BillsFront desk

    Train effective office managers

  • Table6
    Kat Feeny, CallHeroFront desk

    Stop missing calls

  • Table7
    Alan, CallHeroFront desk

    AI reception

Team, hiring and leadership

  • Table8
    Clinic Coach JonRecruitment

    Attract clinicians to hire

  • Table9
    Clinic Coach AaronLeadership

    Develop leaders to delegate to

  • Table10
    DarrylClinician performance

    Teach clinicians to retain patients

  • Table11
    Robin, Financially FulfilledCompensation

    Help clinicians make more pay

  • Table12
    Carys, PeninsulaHR and compliance

    Avoid costly HR mistakes

Revenue and profitability

  • Table13
    Clinic Coach MichelleRevenue

    Grow your clinic's revenue

  • Table14
    Jordan, OrtopedRevenue

    Product sales that grow revenue

  • Table15
    Clinic Coach ChantalleFinance

    Set a budget

  • Table16
    Shayan, SRJ AccountingFinance

    Set up your P&L

Systems and technology

  • Table17
    Chris and Roxanne, JaneOperations

    EMR functions you're not using

  • Table18
    Clinic Coach Irene and KarenOperations

    Clinic systems to check each day

Clinic space and design

  • Table19
    Meg and Neena, Articulate DesignClinic

    Design for revenue

  • Table20
    Jeff Grandfield, Lease CoachClinic

    Negotiate a lease

Startup and exit

  • Table21
    ManjuPractice startup

    Start your practice — hit $250K in year 1

  • Table22
    Paul and EnochExit and valuation

    Exit planning and valuation

Your next move

Ready to take action?

Choose the conversation that fits your clinic right now.

For members

Meet Clara, your AI business partner.

Clara reads your data, watches your numbers, and tells you your next move before you ask. Book a walkthrough and see it running on your clinic.

Book your Clara call

Not a member yet

Find out what your clinic is worth.

A no-obligation call with our M&A team. Understand your valuation, what drives it, and what would move it before you ever consider selling.

Book your valuation call

Everything else we do.

Coaching, systems and M&A for clinic owners across North America.

Visit clinicaccelerator.com

Thank you

Our sponsors

The partners making CBS 2026 possible.

Presenting
Jane
Gold
OrtoPed
HiBridge
Silver
SRJ Chartered Professional Accountants
The Lease Coach
Physio Supplies Canada
Peninsula
Community
Community partner
CPA Private
Articulate Design + Consulting