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The Inova Equine Practice Management Summit


The Inova Equine Practice Management Summit



Understanding your success is as important as being successful in the first place

Join us for three days in beautiful Napa at the world class Meritage Resort and Spa. 

The Inova Equine Practice Management Summit is the collaboration of the best in the business bringing you essential business tools, insights and strategies to capitalize on proven business principles and emerging trends. By gaining insight on how to set up your inventory and implement your pricing strategies you can gain control of your existing inventory and accurately charge for goods and services.  We’ll show you how to set up compensation packages and how to accurately reflect those compensation strategies in your employee agreements.  You’ll learn the essential steps to understanding growth strategy, how to organize your business and your staff to align your mission with what you are doing in the clinic today. 

And of course there will be ample time for you to relax and enjoy some of the most beautiful wine country in the world!  The price of registration includes three days of continuing education, lodging at the Meritage Resort and Spa, and all meals, and vineyard tours.







What will this 3-day event cover?

The Inova Equine Practice Management Summit is designed to bring renowned experts together to share their insights on relevant business issues currently facing owners and managers of equine veterinary practices.  Through detailed sessions you will learn the importance of having a plan for your business, the methodology of generating accurate financial reports, how to read them, and what they mean to the health of your practice.  This intimate educational setting will offer insight into accurate inventory management, effective compensation strategies, understanding pricing formulas that respond to real time fluctuations in your cost of goods, and more.  Your take away should be a fuller understanding of the realities of building a thriving business in today’s world and the tools to create a positive change in your practice when you return home.

2016 Program Coming Soon, 2015 Program Listed Below

Equine Veterinary Medicine: Are we on track for survival? – The truth of the economics of equine veterinarian medicine, and the need for disruptive change – Andrew Clark, DVM, MBA - For more information on Andrew Clark, DVM, MBA please click here

The Four Ways You Should be Getting Paid – Effective Compensation Structures for Yourself, Partners and Associates – Kirk Eddleman, MHA

Making Cents of Inventory – How to Manage Inventory to Create Wealth – Mark Smalley

What Should I Charge? – Pricing Strategies and the Perceptions that Drive Them – Kirk Eddleman, MHA

Three Numbers that Matter Most – Financial Reporting to Create Profit – Tera Latham Nance

What to Know Before Your Associate Buys in to Your Practice – Key Issues to Consider as you Evaluate an Associate Buy In – Ed Guduicci, Esq - For more information on Ed Guduicci, Esq, please click here

The Growth Strategy - Creating a plan for growing your practice that everyone on your team can understand – Ky Mortensen. JD, MBA

Why Your Practice is Worth Buying - Understanding valuation methods and factors that have the greatest impact – Glenn Hanner, CPA, MBA - For more information on Glenn Hanner, CPA, please click here

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The Schedule


The Schedule



  • Arrivals and Registration through day

  • 6:00 – 8:00 - Reception on Vineyard Terrace overlooking Pool and Vineyards



  • 7:00 – 8:00 Breakfast on Oakville Terrace
  • 8:00 – 2:00 ½ Day Meeting w/ Box Lunch
  • 2:00 – 5:00 Activities – vineyard and winery tours
  • 6:00 PM Buses depart for off-site dinner at select vineyard



  • 7:00 – 8:30 Breakfast on Oakville Terrace
  • 8:00 – 2:00 ½ Day Meeting
  • 2:00 – 2:30 Box lunch – buses depart for activities (or lunch can be included in activities)
  • 2:30 – 5:30 Activities – vineyard and winery tours
  • 6:30 – 7:30 PM Reception on the Vineyard Deck
  • 7:30 – 9:30 PM Dinner in The Estate Wine Cave



  • 7:00 – 8:30 Breakfast on Oakville Terrace
  • 8:30 – 2:00 ½ Day Meeting w/ box lunch


We have selected two of the top vineyard and winery tours in the Napa Valley, The Caves at Soda Canyon and The Krupp Brothers. 

The Caves at Soda Canyon

The Caves at Soda Canyon were founded by the owners of one of our winery partners, Ryan and Crystal Waugh of Waugh Cellars and Six Degrees out of pure passion and love for wine. The Caves are quickly becoming the most popular destination in Napa Valley for wine lovers who are looking for quality wine, quality people and quality experiences.

The site is incredibly unique as it is one of very few fully underground wineries within Napa Valley and California. The Cave construction is stunning and astonishing surprises are to be found around every corner and the philosophy of the wineries featured at The Caves at Soda Canyon sets The Caves apart from all other wineries in Napa Valley.

All four families who call The Caves at Soda Canyon home are first generation winemakers and their stories will inspire all who visit. A commitment to family first will be noticed almost immediately, with this philosophy being followed by multiple winemakers with an unwavering commitment to quality winemaking rarely seen under the same roof (or cave in this instance).

The quality of wine, food, music and hospitality is unmatched and will leave you in awe as you learn more and more about The Caves at Soda Canyon. 

The Krupp Brothers

Rising into and over the fogline of Napa Valley’s eastern mountains, Stagecoach Vineyard and Krupp Brothers Vineyard boast thin, rocky volcanic soils ideal for growing world-class wine grapes.

Farmed sustainably, each vineyard is planted with a permanent cover crop to curtail erosion, and viticulturist Gabrielle Shaffer employs a minimum of pesticides, fertilizer, and water on each vine block. Stretching over 1,100 contiguous acres, the undulating, varied terrain creates diverse meso-climates and soil conditions that are distinctively suited to the 17 different varieties grown in these two vineyards.

In addition to this varietal variation, we have 16 different clones of Cabernet Sauvignon, which gives our winemakers a diverse palette from which to create wine. Every cluster of tiny, intense mountain berries is handpicked, gently de-stemmed into small vessels, and thoughtfully matched to select barrels in order to create concentrated, textured wines with superior complexity.


Meritage Resort and Spa


Meritage Resort and Spa

Set against the rolling vineyards of California’s Wine Country, The Meritage Resort and Spa illuminates with gracious hospitality, unrivaled amenities, culinary delights and a wine and spa experience that you’ll never forget. Here you can enjoy the best of Napa without leaving the hotel grounds – wine tasting, award-winning cuisine, rejuvenating spa treatments, bowling and luxurious accommodations over eight acres of stunning real estate.

Dining at Meritage

Set against a hillside vineyard, The Meritage Resort and Spa defines luxury dining in Napa Valley, CA. Whether you’re in the mood for Pacific Seared Halibut from their signature Napa Valley restaurant, Siena, a cup of refreshing gelato from Blend™ Café or casual fare and a few frames of bowling in Crush Ultra Lounge, The Meritage Resort has all your dining wishes

Spa Terra

Nestled in the hillside behind The Meritage Resort, discover the sanctuary of the Napa Valley resort spa. Spa Terra, located entirely underground and set within the 22,000 square foot Estate Cave; it is a Napa Valley experience in itself


Local Attractions

Visitors can enjoy Napa’s great outdoors with their premier golf courses, art and culture and famous hot air balloon rides over miles of rolling vineyards. There are plenty of enjoyable activities suited for everyone in Wine Country and The Meritage Resort is centrally located for easy access to all of them

  • Wine tours and world-renowned wineries
  • Four championship golf courses
  • World-class restaurants
  • Boutique and outlet shopping
  • Napa Valley Wine Train
  • The Culinary Institute of America
  • Oxbow Public Market
  • Hot air balloons
  • Downtown Napa and the Riverfront
  • Theaters: Uptown, Lincoln and Napa Valley Opera House

For More Information on the Meritage Resort, please visit





Early bird rates through march, 2016


  • One Attendee $1795 (Save $200 on each registration)
  • Two or More Attendees $1595 (Save $400 on each registration
  • Spouse/Guest staying in same room as Attendee:  $999



  • One Attendee:  $1,995
  • Two or More Attendees: $1,795 (Save $300 on each registration)
  • Spouse/Guest staying in same room as Attendee: $999


To register for this great event, or for more Information, please contact:
ky mortensen | 817.341.5547