Pre-Seminar Business Management Forum

A Pre-Seminar Conference Sponsored By PCCA CPMS
18th Annual Client Meeting
Wednesday, October 26, 2022 │ In-Person Attendance Only

Join us the day before International Seminar 2022 in Houston, Texas, for a full day of practice management education. You will learn how to start 2023 with new profit opportunities that will be discussed at this management and marketing meeting.


CPMS Clients and Staff – FREE
PCCA Members – $495.00 Per Person

IN Person Only, No Virtual Offering

Pre-Seminar Event Registration includes IN-PERSON access to education, plus:

  • Breakfast
  • Lunch
  • Refreshment break
  • Education app with all presentations in electronic format
  • Downloadable audio recording of the event for CPMS clients only

Registration is open to all PCCA members.

Registration is open to all PCCA members. You do not have to be a CPMS client to attend! However, registration for this event is not included in the International Seminar registration fee.


CE credit will not be offered for this program.

8:00 am

Registration and Breakfast

9:00 am

Opening Announcements – Bryan Prescott, PharmD, MBA

Bryan currently provides business coaching services for compounding pharmacies (financial analysis, marketing, and human resource expertise). Before joining PCCA, Bryan worked at Pharmcare in Pearland, Texas, for 10 years, where he was the PIC and operations manager for the long-term care (LTC) department. Bryan joined PCCA’s Clinical Services team in April 2012 and helped members with research and formula development. He joined the Compounding Pharmacy Management Services (CPMS) department in 2015 as a business coach. He has been a featured speaker at many PCCA and A4M seminars focusing on pain, palliative care, wound, scar, ENT and marketing. Bryan obtained his Doctor of Pharmacy from the University of Houston in 2001 and Masters of Business Administration (MBA) from Texas A&M University in 2019. He is a member of the Rho Chi Society and a lifetime member of Phi Delta Chi.

9:10 am

Developing Leaders in Your Pharmacy – Charlie White

Are you able to step away from your pharmacy knowing that your pharmacist or technician managers can effectively lead your staff? Whether you will be gone for a few days, going on a week vacation, or looking for them to take over your pharmacy one day, are you confident in the leadership abilities of your staff? During this session, Charlie White will share the importance of nurturing your pharmacists and techs into leaders capable of running the pharmacy. You will learn tools and tactics to build the leaders you need tomorrow, today.

Charlie White is the founder of Move Mountains, an organization that works with PCCA employees to bring mindful leadership principles to individuals across company. Charlie also has developed relationships with compounding pharmacists over the years, so he brings a unique perspective and industry knowledge that is different from most keynote speakers.

Charlie spent the first 10 years of his professional life in education. While teaching, he found himself immersed in learning about the needs and motivations of learners and leaders. He experienced his own struggles with communication and leadership, and went through a transformative growth process supported by mindfulness and driven by his desire to constantly learn and grow from his mistakes. Move Mountains was formed as a result of Charlie’s journey and continues to evolve as the Move Mountains team works with Mindful Leadership through embodied and experiential learning. Charlie has worked with Fortune 100 companies, small businesses, non-profits, and educational institutions, providing expert design and facilitation and creating palpable change in the way teams interact and individuals thrive as Mindful Leaders. He earned his Bachelor of Arts in Psychology in 2001 and his Master of Arts in Education in 2003 – both from Lehigh University.

10:10 am


10:20 am

Building a Patient Consultation Program…Without an In-House Consultant – Chris Barnett, PharmD, BCSCP

Both your patients and your business can benefit from private wellness consultations on topics like hormone balance, thyroid function, pain management and more. But consultation programs require dedicated staffing, training, marketing and follow-up. In this session, Chris will share how a consultation program might be achievable by looking outside your existing team (but without hiring more staff).

Chris has enjoyed unique and diverse roles in the compounding-pharmacy community, including building her own compounding pharmacy to collaborate directly with patients and healthcare providers. It was in this role she recognized how beneficial a patient-consultation program can be – both for patients and the business itself – but she also realized how the dual roles of “pharmacist” and “business owner” often compete. Having sold the pharmacy, Chris now partners with established pharmacies to provide private patient consultations to optimize their wellness and support the growth of the pharmacy.

11:10 am


11:20 am

FY2021 Benchmark Report – Bryan Prescott, PharmD, MBA

PCCA Director of Business Coaching Bryan Prescott has crunched the numbers for 2021 to provide this industry economic benchmark report looking at the average profit margin, payroll expense and operating expenses that pharmacies saw last year. He’ll share year-over-year comparisons that will provide valuable insights as you forecast and plan for 2023 and beyond.

12:00 pm


12:45 am

Customer Service (CS) vs. Customer Experience (CX) – Erin Michael, MBA, MS, CPhT

Ever wondered how to set yourself apart from the competition? Would you like to create or add to your sales force without having to spend a penny on salaries? Are you looking for ways to increase employee satisfaction and retention? In a world of sameness, how will you differentiate yourself from others? Every business says they deliver the best customer service, but all customers expect service these days. You need to give them an experience to remember! Join Erin to learn how to turn your customers into advocates by giving them an experience to remember.

Erin joined PCCA in July 2006. During her tenure at PCCA, she has served as a Territory Manager, Member Development Specialist, CPMS Marketing Consultant, Regional Manager, Director of Outside Sales and currently holds the position of Director of Member Engagement. Erin has been working in pharmacy for more than 25 years, of which 23 have been in compounding and promoting the practice of pharmacy. She previously worked for an independent pharmacy owner where she was the General Manager of multiple locations. Erin was instrumental in developing and implementing programs to promote and grow the compounding and traditional parts of that business. She holds an MBA in Healthcare Administration and an MS in Hospitality Management. She has been recognized as PCCA Technician of the Month in August 1999, California Pharmacists Association Technician of the Year in 2003 and was the first Technician to receive the California Pharmacists Association Steven Feldman Compounder of the Year award in 2020.

2:15 pm


2:30 pm

Outsourcing Your Marketing – Robyn Didelot, CHHC, CBCC

Robyn is an experienced marketing consultant who is truly passionate about increasing sales and market share in highly competitive environments. She has more than 25 years of industry experience and is enthusiastic about health and wellness. Leveraging positive energy, innovative thinking and an excellent work ethic, she has a proven track record of delivering outstanding results in a variety of environments, including Fortune 500 Companies. 

Utilizing her vast background, Robyn helps compounding pharmacies by serving as their fractional Chief Marketing Officer (CMO), collaborating with pharmacies to increase existing business while building and maintaining strong relationships. In this role, Robyn serves the pharmacy's expanding business by leading marketing strategy, sales development, top-producing growth opportunities and heading the marketing “department” without the additional overhead that only reduces the pharmacy's overall impact on the community. Much more than a coach/consultant, Robyn is an ambassador and an integral part of the pharmacy team. She brings innovative, customized plans and creative marketing strategies to the table, centered on the pharmacy's unique needs as it scales. Partnering on a part-time basis, pharmacies can expect full-time care and dedication to their growth. 

In addition to working as a fractional CMO, Robyn is certified as a Holistic Health & Life Coach and a Business Coach-Consultant.

3:00 pm

Best Practices Member Panel – Member Speakers TBD

3:30 pm


3:45 pm

How to Recruit and Retain Employees – Ryan Avery

The clock is ticking. By 2025, more than 60% of your consumer and employee base will be people of a younger generation. What that means for us is that the time is now to ensure our team has the skills and strategies to effectively communicate, motivate, engage and sell our products, services, and business to this significant demographic. Ryan Avery dives right in and shares with audiences the top strategies pulled from his best-selling book, Motivating Millennials.

You’ll learn:

  • The significant difference between Managing your team vs. Motivating them and the real reason one is costing you money, substantial headaches and energy
  • The super-efficient way to expertly identify the next group of leaders who will grow your legacy and take your company to the next level in sales and significance
  • How to deploy the simple, yet little-known solutions for turning the next generation into your top marketing allies and source of sales and referrals

Get ready to turn your frustration into their motivation and how to blow the lid off this extraordinary market segment we call Millennials.

Ryan Avery is one of the most profound keynote speakers on strategic communication and leadership. At age 25, Ryan became the youngest World Champion of Public Speaking in history, competing against more than 30,000 contestants from 116 countries to claim the 2012 World Championship for Toastmasters International. As an Emmy-award winning journalist, two-time best selling author and world record holder, Ryan has delivered more than 500+ keynotes in 33 countries around the globe. Ryan currently lives in the United States with his family and is on the mission to show leaders how to Go From A to THE® in their industry!.


4:45 PM

Closing Announcements

5:00 pm


Our Money-Back Guarantee

PCCA takes great pride in developing the highest quality educational programs and providing top-notch networking and sharing opportunities at our events. Our policy is to provide you with a full refund of the purchase price of the program if it hasn’t met your educational goals.

If you are not satisfied with our educational content for this CPMS program, your refund must be requested by Saturday, Nov. 5, 2022. To request a refund, email and include the attendee name, email address, phone number, 2021 Business Management Forum and a detailed explanation of why a refund is being requested. All refunds will be issued via the original payment method.


Billing and Cancellation Policy

All registrations will be billed immediately to your preferred credit card. Billing to member accounts is no longer available. Full refunds available through Friday, Oct. 7, 2022. The registration fee will not be refunded for any cancellations received after Friday, Oct. 7, including no-shows. Hotel reservation cancellations must be handled directly with the hotel and are subject to the hotel’s cancellation policy.