VISION, MISSION & MILESTONES

OUR PHILOSPHY

“The informed voice of a new generation of fiduciary advisors for healthcare”

The Vision

We envision a world of healthy people, made possible by dedicated medical professionals empowered by modern CERTIFIED MEDICAL PLANNER™ charter-holders, whose solutions augment their practice management and personal financial planning needs, in an honest and ethical fashion.

Goals:

Our CERTIFIED MEDICAL PLANNER™ charter-holders will provide healthcare professionals with the unbiased information, communication, and human resources necessary to grow their personal financial assets and enhance their medical practices, in an ethically responsible manner.

Objectives:

  • To build a cohesive community of medical professionals across the USA, that can foster an exchange of original ideas, novel information and deep subject matter knowledge for the betterment of the profession.
  • To educate financial services professionals about the specific needs of physicians and to equip them with the necessary skills required to work effectively with all medical professionals in providing financial planning advice, managerial acumen and health economic support.
  • To connect medical, consulting and financial professionals and create mutually beneficial relationships that can help in the development and advancement of both esteemed professions.
  • To promote the independent CERTIFIED MEDICAL PLANNER™ designation, and differentiate elite Certified Medical Planner™ fiduciary practitioners from the crowd of lightly informed and non-fiduciary financial advisors, brokers, salesmen, advisors and other imposters.

Raising the Bar – CERTIFIED MEDICAL PLANNER™ –

“The informed voice of a new generation of fiduciary advisors for healthcare”

Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners(TM)

Front Matter with Foreword by Jason Dyken MD MBA

“BY DOCTORS – FOR DOCTORS – PEER REVIEWED – FIDUCIARY FOCUSED”

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One response to “VISION, MISSION & MILESTONES

  1. EVOLUTIONARY MILESTONES

    Our rich history [Brief-to-Date]

    2016:

    Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™ [Textbook production now-in-progress].

    Link: http://www.crcpress.com/product/isbn/9781498725989

    2015:

    http://www.amazon.com/Comprehensive-Financial-Planning-Strategies-Advisors/dp/1482240289/ref=sr_1_1?ie=UTF8&qid=1418580820&sr=8-1&keywords=david+marcinko

    The next edition of our best-selling textbook and core work: “Financial Planning for Doctors, Health Professionals and their Advisors” [Insights and Case Models from Leading Certified Medical Planners™] is in progress, and scheduled for release.

    http://www.amazon.com/Financial-Planning-Handbook-Physicians-Advisors/dp/0763745790/ref=sr_1_1?ie=UTF8&s=books&qid=1275315635&sr=1-1

    2014:

    Our major textbook: “Financial Management Strategies for Hospitals and Healthcare Organizations” [Tools, Techniques, Checklists and Case Studies] is released.

    http://www.amazon.com/Financial-Management-Strategies-Healthcare-Organizations/dp/1466558733/ref=sr_1_3?ie=UTF8&qid=1380743521&sr=8-3&keywords=david+marcinko

    2013:

    From .COM to .ORG
    http://www.CertifiedMedicalPlanner.org

    Website upgrade, relaunch and internet URL migration from .com to .org extension reflecting growing industy recognition and Certified Medical Planner™ professional organization status.

    2012

    Our major textbook: “Hospitals and Healthcare Organizations” [Management Strategies, Operational Techniques, Tools, Templates and Case Studies] is released.

    http://www.amazon.com/Hospitals-Healthcare-Organizations-Management-Operational/dp/1439879907/ref=sr_1_4?s=books&ie=UTF8&qid=1334193619&sr=1-4

    2011:

    iMBA Inc founder Dr. David Edward Marcinko MBA CMP™ joins the Physician Nexus advisory board as the ME-P and Certified Medical Planner™ program become reciprocal international strategic alliance partners.

    PN: http://physiciannexus.com/main
    ME-P: http://medicalexecutivepost.com/2011/12/14/why-im-joining-the-physician-nexus-medical-advisory-board/

    2010:

    December 2010: Dr. David Edward Marcinko MBA CMP™ of the Certified Medical Planner™ program signs a syndication licensing agreement for http://www.MedicalExecutivePost.com content with Ryan Boyd, Contract Administrator of Newstex LLC http://www.newstex.com

    November 2010: The Business of Medical Practice; 3rd ed, a 750 page medical management textbook is released by Springer Publishing, NYC.

    http://www.amazon.com/Business-Medical-Practice-Transformational-Doctors/dp/0826105750/ref=sr_1_9?s=books&ie=UTF8&qid=1287563112&sr=1-9

    2009:

    Nash on Health Policy Forum [NOHPF] Syndication http://nashhealthpolicy.blogspot.com/

    The http://www.MedicalExecutivePost.com entered into a national stratgic alliance partnship with the Nash on Health Policy Forum to provide daily syndicated content to its subscribers and readers. NOHPF was launched by colleague David Nash MD, MBA, the newly appointed Founding Dean of the Jefferson School of Population Health, on the campus of Thomas Jefferson University in Philadelphia, Pennsylvania. Dr. Nash is also the Dr. Raymond C. and Doris N. Grandon Professor of Health Policy and this endowed professorship is one of a handful of such chairs in the nation. The appointment as the Founding Dean culminates a nearly twenty-year tenure at Jefferson.

    Dr. Nash, a Board Certified Internist, founded the original Office of Health Policy in 1990. Thirteen years later, the Office evolved into one of the first Departments of Health Policy in an American medical college. In 2008, the Board of Jefferson University approved the creation of the new school. The Jefferson School of Population Health represents the first time a health-sciences university has placed four Masters Programs under one roof, namely a Masters in Public Health, Health Policy, Healthcare Quality and Safety and Chronic Care Management. The goal of this innovative school is to produce a new type of healthcare leader for the future.

    Please visit: http://www.jefferson.edu/population_health

    2008:

    Dr. David Edward Marcinko MBA CMP™ and the ME-P entered into a regional strategic alliance partnership with the emerging entity http://www.PrivatePractice.MD, a common venue for medical students and providers to meet, share their insights and tips about how to best manage their private practice and their non-clinical professional lives. The site was founded by pediatric cardiologist Richard Berning MD.

    2007:

    December 2007: The CMP™ program completes 2nd successful year of operations.

    December 2007: The http://www.MedicalExecutivePost.com is launched.

    November 2007: iMBA Inc, Dr. David E. Marcinko; MBA, CMP™ and Hope R. Hetico; RN, MHA, CMP™ contributed to the recent “how-to” edition of Physician’s Money Digest for doctors, dentists, hospitals, clinics and other medical professionals. Their article was titled Economic Crisis Management for Physicians.

    October 2007: iMBA Inc, Dr. David E. Marcinko; MBA, Hope R. Hetico; RN, MHA and Rachel Pentinmaki; RN, MHA – all Certified Medical Planners – wrote the featured-story Insider Secrets for Maximizing Medical Practice Reimbursement for Podiatry Today magazine. Technical support was provided by Certified Medical Planner (Hon) Pati Trites; PhD.

    September 2007: iMBA Inc, Dr. David E. Marcinko; MBA, CMP; Hope R. Hetico; RN, MHA, CMP; and Eugene Schmuckler; PhD contributed vital information on current Physician Pay-for-Performance [P4P] initiatives – as subject matter experts – for an article written by Brian McCurdy, Associate Editor of Arthritis Practitioner.

    August 2007: iMBA Inc and Dr. David E. Marcinko; MBA, CMP wrote the featured-story in the first quarterly issue of HUMANA’s – Your Practice, for doctors, dentists, hospitals, facilities and pharmacists.

    July 2007: The American Medical Billing Association has approved the second edition of iMBA’s core text-book: The Business of Medical Pratice http://www.springerpub.com/prod.aspx?prod_id=23759 for three (3) Continuing Education Units (CEUs); http://www.ambanet.net/ceu.pdf

    June 2007: The third quarterly issue of Healthcare Organizations: [Financial Management Strategies] is released to a growing readership (www.HealthcareFinancials.com) among healthcare financial analysts, financial advisors; hospital, practice and clinic administrators; CEOs, CFOs and health economists.

    http://www.amazon.com/Dictionary-Health-Information-Technology-Security/dp/0826149952/ref=sr_1_5?ie=UTF8&s=books&qid=1254413315&sr=1-5

    May 2007: The Dictionary of Health Information Technology and Security is released by Springer Publishing of New York, as the third of four lexicon tomes for the healthcare space. The work is co-edited by Dr. David E. Marcinko; MBA, Certified Medical Planner™ of the Institute of Medical Business Advisors, Inc., and Hope R. Hetico, RN, MHA, Certified Medical Planner™. A fourth and final work, the Dictionary of Health Policy and Administration is planned (www.HealthDictionarySeries.com) for release in 2008.

    April 2007: Jorge Russe MBA, a private banker and Certified Medical Planner™ candidate, launches Physicians Financial Network, as a subsidiary of the Barrington Bank of Chicago, Illinois; more bankers are expected to follow. And, Pati Trites; PhD, Certified Medical Planner™ (Hon.) has a publication on CPT codes featured in this month’s edition of the e-connexion newsletter for the Medical Group Management Association (MGMA).

    March 2007: Wayne Firebaugh CFP CPA, and a Certified Medical Planner™ from Roanoke VA., repositions Firebaugh Capital Management to target physicians, healthcare institutions and other medical professionals.

    February 2007: Thomas A. Muldowney CLU, CFP™ MSFS, and founder of the nationally known Savant Capital Management Inc., a large RIA in Rockford Illinois and member of the Alpha Group, becomes the firm’s first Certified Medical Planner™ charter-holder (www.SavantCapital.com) The firm is named by WORTH magazine as one of the Top 100 Wealth Advisors, for 2007.

    January 2007: CEO Dr. David E. Marcinko; MBA, Certified Medical Planner™ of the Institute of Medical Business Advisors, Inc., and Hope R. Hetico, RN, MHA, Certified Medical Planner™ contribute a feature article : Medical Investment Policy Statement for Physicians: in Physician’s MONEY DIGEST http://www.pmdnet.com/article.cfm?ID=4473

    2006:

    December 2006: An iMBA Inc., authored chapter: Physician Compensation-Trends and Approaches is released in the textbook: Practicing Medicine in the 21st Century. Published by the American College of Physician Executives (ACPE). Its Editor is David B. Nash, MD MBA, Professor and Chairman of the Department of Health Policy for Jefferson Medical College in Philadelphia.

    November 2006: iMBA Inc., releases its first institutional publication with quarterly updates; the two volume, 1200 page subscription periodical “Healthcare Organizations: Financial Management Strategies.” http://www.HealthCareFinancials.com A “Celebrity Foreword” was written by David B. Nash, MD MBA of Jefferson Medical College, Philadelphia, PA.

    October 2006: iMBA Inc., senior corporate executives travel to Finlandia University in Hancock Michigan, to meet with President Robert Ubbellohde, PhD. A textbook repository is donated to the Finlandia University School of Nursing.

    September 2006: http://www.MedicalBusinessAdvisors.com featuring http://www.SpringerPub.com and for the benefit of the online and onground education program http://www.CertifiedMedicalPlanner.com launches http://www.HealthDictionarySeries.com one of the first interactive and health industry specific social and academic internet networks.

    August 2006: “Plastic Surgery Practice – Getting it Right” invited essay by Dr. David Edward Marcinko, FACFAS MBA CMP. How much is a plastic surgery practice really worth? http://www.plasticsurgerypractice.com/issues/articles/2006-08_10.asp

    August 2006: Springer Publishers of New York ink major deal with The Institute of Medical Business Advisors Inc., to produce the first peer-reviewed IT health compendium, The Dictionary of Health Information Technology and Security. The deal represents the fourth collaborative effort between the two companies. iMBA executives travel to Redmond Washington, as invitees to the MS-HUG conference, and solidfy corporate ties with MSFT and other IT firms and publishers in the Pacific North West.

    July 2006: The Institute of Medical Business Advisors Inc., pre-launches its online CERTIFIED MEDICAL PLANNER™ charter designation program after two years of beta development and alpha operational testing.

    June 2006: The Institute of Medical Business Advisors Inc., formerly known as Marcinko Business Associates, Inc., celebrates its sixth year as a healthcare educational and consulting powerhouse for the integrated medical, health economics and financial services industry. http://MedicalBusinessAdvisors.com

    May 2006: Two members of the iMBA, Inc Network of Advisors™ are asked to co-author a chapter on Physician Compensation Trends and Approaches. The upcoming book, Practicing Medicine in the 21st Century, will be published by American College of Physician Executives (ACPE). According to Editor: David B. Nash, MD, MBA; Professor and Chair of the Department of Health Policy of Jefferson Medical College in Philadelphia: “Your expertise and leadership in this area are nationally recognized, and we are convinced you are ideal candidates for authoring this chapter.” Release is expected in late 2006-2007.

    http://www.amazon.com/Practicing-Medicine-21st-Century-David/dp/0924674997/ref=sr_1_36?ie=UTF8&qid=1383055945&sr=8-36&keywords=david+marcinko

    April 2006: The copyrighted term and professional designation Certified Medical Planner™ was been confirmed by CACI International, Inc and included on the CACI Health website. A public company since 1962, CACI is a member of the Fortune 1000 Largest Companies the Russell 1000 index. The Chairman, President and CEO of CACI Inc., is Dr. JP (Jack) London. The firm provides has 10,450 employees working in 130 offices in the U.S. and Europe as an IT provider for a networked world. Both terms are owned by the Institute of Medical Business Advisors, Inc. All rights are reserved. USA.

    March 2006: Three members of the iMBA, Inc Network of Advisors™ have been asked to co-author two separate chapters on: 1] Financial Planning for the Elderly, and 2] Postmortem Estate Planning. Harry S. Margolis; JD and Julie A. Braun; JD, LLM serve as past and current editors of the Elder Law Portfolio Series, a 2-volume multi-authored text enjoying its 21st series release in 2007 by Aspen Publishers, Inc; a Wolters-Kluwer Company. iMBA, Inc., experts also contributed to its 20th series in 2003. And, Dr. David E. Marcinko; MBA, Certified Medical Planner™; Gene Schmuckler; PhD, MBA, CTS; Dr. Gary L. Bode; CPA, MSA, Rachel Pentin-Maki; RN, MH and Hope Rachel Hetico; RN, MHA, Certified Medical Planner™ of The Institute of Medical Business Advisors Inc; serve as author-reference experts for the feature article: How to Avoid the Top 12 Investing Mistakes of Doctors: for Podiatry Management monthly magazine http://www.podiatrytoday.com/article/5259

    http://www.amazon.com/Dictionary-Health-Economics-Finance-Marcinko/dp/B00891I5QS/ref=sr_1_27?s=books&ie=UTF8&qid=1383054399&sr=1-27&keywords=david+marcinko

    February 2006: The copyrighted term and professional designation Certified Medical Planner™ have been defined and will be included in the upcoming major text: Dictionary of Health Economics and Finance. The Dictionary is the second in a health series produced by iMBA, Inc., and published by Springer Publishing Company, of New York, with expected release in September, 2006. Both terms are owned by the Institute of Medical Business Advisors, Inc. All rights are reserved. USA. http://www.springerpub.com/prod.aspx?prod_id=02549

    http://www.amazon.com/Dictionary-Health-Insurance-Managed-Care/dp/0826149944/ref=sr_1_4?ie=UTF8&s=books&qid=1275315485&sr=1-4

    December 2005 – January 2006: The Institute of Medical Business Advisors, Inc. announces the completion of its Dictionary of Health Insurance and Managed Care. The Dictionary is the first in a health series produced by iMBA, Inc., and published by Springer Publishing Company, of New York, with expected release in March, 2006 http://www.springerpub.com/prod.aspx?prod_id=49944

    January 2006: The book: Insurance and Risk Management Strategies for Physicians and Advisors is released.

    http://www.amazon.com/Insurance-Management-Strategies-Physicians-Advisors/dp/0763733423/ref=sr_1_3?ie=UTF8&s=books&qid=1275315795&sr=1-3

    2005:

    January 2005:The Business of Medical Practice/em> 2nd ed, a 600 page medical management textbook is released by Springer Publishing, NYC.

    January 2005: President and Chief Operating Office Hope Rachel Hetico; RN, MHA, Certified Medical Planner™ of the Institute of Medical Business Advisors, Inc., is re-appointed distinguished visiting instructor in Healthcare Administration for the University of Phoenix, Graduate School of Business and Management; Atlanta, Georgia campus.

    February 2005: CEO Dr. David E. Marcinko; MBA, Certified Medical Planner™ of the Institute of Medical Business Advisors, Inc., is featured as a visionary columnist for his asset protection philosophy: Recognize New Medical Practice Risks; and as Editor of: Risk Management and Insurance Planning for Physicians and Advisors; in Physician’s MONEY DIGEST [see press release]. http://www.pmdnet.com/Article.cfm?ID=3146

    March 2005: CEO Dr. David E. Marcinko; MBA, Certified Medical Planner™ of the Institute of Medical Business Advisors, Inc., is featured as Editor of: Financial Planning for Physicians and Advisors, in Physician’s MONEY DIGEST. The edition also suggests that for the average 47 year-old PMD reader with $184,000 in annual income; the NUMBER for retirement is $5.5 million. http://www.pmdnet.com/article.cfm?ID=3586

    April 2005: CEO Dr. David E. Marcinko; MBA, Certified Medical Planner™ of the Institute of Medical Business Advisors, Inc., is featured as a guest columnist for the article: Don’t Make These Investing Mistakes; in Physicians Practice. The article lists ten unique investing maladies of all medical professionals, and warns how to mitigate against them. http://www.physicianspractice.com/index.cfm?fuseaction=articles.details&articleID=624

    May 2005: CEO Dr. David E. Marcinko; MBA Certified Medical Planner™ and CFO Dr. Gary L. Bode; CPA, MSA of the Institute of Medical Business Advisors, Inc., share their thoughts in: Secrets to Bolstering Patient Satisfaction, in a guest column forPodiaty Today magazine. http://www.podiatrytoday.com/article/3591

    June 2005: CEO Dr. David E. Marcinko; MBA of the Institute of Medical Business Advisors, Inc., is featured as a thought leader for his physician-focused hedge fund concepts in: Hedge Your Bets; a guest column in Physicians Practice. http://www.physicianspractice.com/index.cfm?fuseaction=articles.details&articleID=667

    July 2005: The Institute of Medical Business Advisors, Inc. completes beta-testing and launches the alpha-version of its online advisor focused CERTIFIED MEDICAL PLANNER™ charter-designation distance education program, after a year of didactic platform refinements, operational re-engineering and stress-testing.

    August 2005: CEO Dr. David E. Marcinko; MBA of the Institute of Medical Business Advisors, Inc., is featured as a medical compliance leader in: What You Need to Know About HIPAA, a guest column for the inaugural launch of the new journal Arthritis Practitioner. http://arthritispractitioner.com/article/4394

    September 2005: iMBA is re-certified by the Health on the Net Foundation [HONcode], from the University of Geneva Hospital and the Swiss Institute of Bio-Informatics; Switzerland. iMBA’s first accreditation was granted on January 23, 2002. HONcode was co-founded by cardiac surgeon Michael DeBakey MD; and the WHO, ITU, CERN, NLM and G-7 Global Healthcare Applications Project, September 7-8, 1995. http://www.hon.ch/HONcode/Conduct.html?HONConduct757495

    October 2005: Robert James Cimasi; MHA, ASA, AVA, CBA, FCBI, Certified Medical Planner™ founder of Health Capital Consultants, LLC., in St. Louis, MO and member of the iMBA Network of Advisors™ releases the U.S. Healthcare Certificate of Need Sourcebook by Beard Publishers, to critical industry acclaim. The article Add More Value to your Medical Practice, appears in Physician’s MONEY DIGEST.

    November 2005: The second edition of: The Business of Medical Practice (Advanced Profit Maximizing Skills for Savvy Doctors], released by Springer Publishers of New York in 2004, and edited by Dr. David E. Marcinko; MBA with contributions by several nationally known CERTIFIED MEDICAL PLANNERS™, is granted “best-seller” status and recognition. http://www.springerpub.com/prod.aspx?prod_id=23759 Its Celebrity Foreword was written by Ahmad Hasheem; MD, PhD, the Global Healthcare Manager of MSFT.

    December 2005: Specialty Technical Publishers of Blaine WA, and the Institute of Medical Business Advisors Inc., sign a forward thinking two year agreement to produce a major institutional textbook with quarterly print subscription guide updates, targeting hospitals and healthcare organizations. Dr. David E. Marcinko; MBA Certified Medical Planner™ and Hope Rachel Hetico; RN, MH, Certified Medical Planner™ will serve as Editor and Managing Editor, respectively.

    2004:

    January 2004: iMBA Inc, releases its Certified Medical Planner™ identification logo. The unique license-plate design was developed in-house, as each blue ribbon floral represents integration of the personal financial planning process with medical management principles. Although first charted in 2000, two additional years of educational and IT testing are planned before official program launch and fiduciary charter-membership is granted.

    2003:

    November 2003: Financial Planning for Physicians and Healthcare Professionals 2003, a 1,200 page major annual textbook with CD-ROM, is released by Aspen Publishers.

    2002:

    http://www.barnesandnoble.com/w/financial-planning-for-physicians-and-healthcare-professions-2002-david-edward-marcinko/1101828899?ean=9780735527553

    Financial Planning for Physicians and Healthcare Professionals 2002, a 1,100 page major annual textbook with CD-ROM, is released by Aspen Publishers.

    2001:

    http://www.amazon.com/The-Business-Medical-Practice-Maximization/dp/0826123759/ref=pd_sim_sbs_b_5

    December 2001: The Business of Medical Practice; a 450 page management textbook is released by Springer Publishing, NYC.

    November 2001: Financial Planning for Physicians and Healthcare Professionals 2001, a 1,000 page major annual textbook with CD-ROM, is released by Aspen Publishers.

    http://www.amazon.com/2001-Financial-Planning-phsycians-professionals/dp/0156070286/ref=sr_1_25?ie=UTF8&qid=1383055747&sr=8-25&keywords=david+marcinko

    January 2001: Marcinko and Associates is terminated and the Institute of Medical Business Advisors, Inc is established and http://www.MedicalBusinessAdvisors.com launched as a new national internet initiative. Inks second textbook publishing contract with John Koshei Esq., Aspen Publishers of New York, City.

    2000:

    July 2000: Marcinko Advisors is terminated and Marcinko and Associates is established as a group practice to provide regional unbased financial planning and medical practice management advice to physicians and all medical professionals

    http://www.amazon.com/Business-Medical-Practice-Maximizing-Doctors/dp/0826113117/ref=sr_1_5?s=books&ie=UTF8&qid=1383055313&sr=1-5&keywords=david+marcinko

    March 2000: Inks first textbook publishing contract with Dan Tucker, Springer Publishing, New York, City

    January 2000: Marcinko Advisors is established as a solo local practice by Dr. David E. Marcinko MBA CFP™ to provide unbased financial planning advice to physicians and all medical professionals.

    END

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