Pre-Conference Workshops

See below for a listing of pre-conference workshops that took place at KnowledgeLab 2018.

DLM Exam Preparatory Course

Quality Management

Jennifer Dawson Headshot.jpg

Operations Management & Personnel Management
Anthony Kurec, MS, H(ASCP)DLM


Financial Management
Sarina Rodriques, FACHE, MSH, CLS, MT(ASCP)DLM


Sunday, May 6

8:00 a.m. - 4:30 p.m.

CLMA recognizes the importance of providing laboratory professionals with the ability to develop their leadership skills and be recognized as leaders in laboratory medicine and the healthcare industry. Medical laboratories management professionals have often been overlooked when the C-suite of healthcare systems assemble and engage in administrative teams, which can cause laboratory interests businesses to be left out of essential healthcare delivery decisions.

Individuals with the ASCP Diplomate of Laboratory Management (DLM) Certification possess competent skills that enable them to effectively participate in administrative teams. Additionally, increasing the number of DLM certified individuals in the profession will bring recognition of their competencies and will elevate laboratory medicine as a whole.

This all-day, pre-conference workshop provided by qualified faculty presenters serves as an intensive test prep course addressing all four components of the DLM exam. Topics of review include financial management, operations management, personnel management and quality management.

Click here to read more about these speakers.

Jennifer Dawson, MHA, FACHE, LSSBB, CPHQ, DLM(ASCP)SLS, QIHC, QLC is the Sr. Director of Quality for Human Longevity in San Diego, CA. She is also faculty at Regis University in Denver, CO and occasionally provides lab quality consulting for organizations such as Baylor University Medical Center and Geisinger Medical Laboratories. Jennifer sits on the CLSI Quality Management Systems & General Practices Expert Panel, and the AACC Management Sciences & Patient Safety Division Executive Committee. She has served on the National Malcolm Baldrige Quality Award Board of Examiners and serves on the ASCLS Patient Safety Committee. She’s a Fellow of the American College of Healthcare Executives, a Lean Six Sigma Black Belt, a Certified Professional in Healthcare Quality, and holds the Diplomate in Laboratory Management certification from ASCP. Her areas of interest include ISO 15189 and Baldrige Framework deployment, real-time quality metrics, cost of poor quality, electronic management of non-conformities, creating a culture of quality, and quality in the pre-analytical phase. She is a frequent speaker, poster presenter and author on topics related to lab quality.

Anthony (Tony) Kurec, MS, H(ASCP)DLM has over 45 years experience in health care and had served as a Pathology Administrator at SUNY Upstate Medical University in Syracuse, NY until retiring several years ago. He currently is a Clinical Associate Professor, Emeritus at the University. Tony is a past President of the Clinical Laboratory Management Association and was on the CLMA Board of Directors for 12 years. He is currently the editor-in-chief for Clinical Leadership & Management Review. In addition, he on the editorial boards for Lab Tests On-line and Medical Laboratory Observer (MLO). He is also active with ASCP and is a faculty member of Laboratory Management University. He has published numerous articles, abstracts, and book chapters, and has presented at national meetings for CLMA, ASCP, ASCLS, and AACC on a number of scientific and managerial topics.

Sarina Rodriques, FACHE, MSH, CLS, MT(ASCP)DLM, is a laboratory management and healthcare expert with more than 25 years’ experience. Sarina is currently a consultant with Nichols Management Group where she focuses on Strategic Planning, Business Development, Operational Improvements and Project Management for multiple Clients throughout the US.  She has served as Administrative Director for Pathology and Laboratory Medicine for multiple large health systems located in California. Sarina is a fellow with the American College of Healthcare Executives.  In this role, she works on initiatives focused on the development of future workforce and healthcare leaders and promotes the contributions of the laboratory industry.  Sarina is also a member of the Clinical Laboratory Management Association (CLMA). Since 2000, she has held roles on several CLMA committees, including Professional Development, Membership, Strategic Planning, Body of Knowledge, Leadership Development Seminars and Chapter Development. She previously served as CCL Chair and is a current member of the Board of Directors. Sarina has published a number of papers in laboratory publications, including a four-part series on total laboratory automation in a hospital laboratory setting, published in Clinical Laboratory Management Review in 2007. She also is an extensive speaker, presenting on laboratory automation, leadership and clinical topics at many conferences, including the AACC annual meeting, the CLMA ThinkLab and KnowledgeLab, the Executive War College, and G2 Intelligence’s Lab Revolution.   Sarina received her Master’s Degree in Health Systems Management in 2007 from Rutgers University and a Bachelor’s Degree in Biology/Medical Technology from California State University, Northridge, in 1991.

Developing an Outward Mindset
Dave Moss, Arbinger Senior Consultant


Sunday, May 6

8:00 a.m. - 4:30 p.m.

This workshop prompts a shift to an outward mindset and equips participants with tools to build self-awareness, accountability, and collaboration.

In this workshop, participants learn the difference between an inward mindset (a myopic focus on personal objectives) and an outward mindset (taking into account one's impact on others). They begin to discover the extent to which they have been working from an inward mindset and understand the implications of this mindset on their work and those around them. Understanding of the negative effects of an inward mindset awakens in participants a desire to adopt an outward mindset approach in their work.

This interactive, two-day course allows participants to thoroughly explore and internalize key concepts in discussions led by an Arbinger-certified facilitator. The course is punctuated by videos, individual and group exercises, one-on-one sharing, and application of the tools to on-the-job situations facing the participants.

After attending this workshop, participants will be able to:

  • Deeply understand the two underlying mindsets and their implications for results
  • Honestly assess-on an ongoing basis-the extent to which they are working with an inward mindset
  • Work in a way this is more collaborative, fulfilling and effective

Click here to read more about this speaker.

David Moss, a Senior Consultant and Master Facilitator, possesses more than fifteen
years’ experience in consulting, training, and systems development for corporate,
government, and non-profit organizations. His professional background also includes
sales and client service leadership roles within the financial services industry.
David has significant experience coaching corporate executives and business owners
to enable improved individual performance and organizational results. He has also
taught a range of International Business and General Management classes at the
college level and regularly facilitates leadership training workshops.
David earned a B.A. from Brigham Young University and an MBA from the Thunderbird.

Check out this video from CLMA President Jane Hermansen on why you should attend this session:

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Essentials of Financial Management: Communicating the Value of the Laboratory
Rodney W. Forsman, Assistant Professor Emeritus of Laboratory Medicine and Pathology - College of Medicine, Mayo Clinic

Rod Headshot.jpg

Sunday, May 6

1:00 p.m. - 4:30 p.m.

The ability to effectively communicate the financial contributions made by the laboratory is an essential skill for laboratory management. If you don’t have a seat at the table, you and/or your laboratory may instead be on the menu. Laboratory Managers must fully understand the opportunities and challenges, and be adept at translating your knowledge into the vernacular of financial management and patient care benefits.  The presentation will draw from more than 40 years of experience organized around the CLMA Body of Knowledge Financial Management competencies.

After attending this workshop, participants will be able to: 

  • Develop and implement a budget to achieve the organization’s strategic financial goals
  • Demonstrate knowledge of current reimbursement rules from the various payors
  • Establish internal controls for the management of collections and measuring ROI
  • Monitor and control the allocation of operational resources
  • Monitor and control the capital cycle investment decisions
  • Express in quantifiable terms the role of the laboratory in generating contribution margin and lowering cost.

Click here to read more about this speaker.

Over the past ten years, Rod has been a President, Secretary/Treasurer and a Director of the Clinical Laboratory Management Association (CLMA). He is currently on the Board of Directors for Path-Tec. He is a member of the American College of Healthcare Executives (ACHE), the American Association for Clinical Chemistry (AACC), the CLMA Legislative Compliance and Regulatory Committee (LCRC) and the CLMA Finance Committee.

Rod has a Bachelor of Science degree from Minnesota State University with majors in both Chemistry and Mathematics and graduate study in Chemistry.  He was honorably discharged after six years in the United States Army where he served on active duty with the 25th Infantry Division and in the Army Reserve.

Spanning the past five decades, Rod was a member of the Department of Laboratory Medicine and Pathology at Mayo Clinic in Rochester as a development technologist, Supervisor, Coordinator of purchasing, Coordinator of quality assurance, Administrative Director of sales for Mayo Medical Laboratories (MML) and President of MML New England.  He participated in the expansion of the Mayo laboratory practice from a local outreach program to one serving thousands of hospitals worldwide. Rod has met with laboratorians and C-level hospital administration in all 50 states observing their unique challenges while communicating successful approaches to capitalizing upon outreach development opportunities for their own laboratories. He directed a three-day ACCME accredited conference on the subject of "Community Laboratory Insourcing", which has convened 26 times since 1996. These workshops have been attended by thousands of physicians, administrators and laboratory managers.

Rod has delivered more than 500 lectures to national and international professional meetings on various aspects of laboratory management. He is recognized as a strident communicator of the value of the clinical laboratory in medicine and has lectured to audiences in Portugal, South Africa, Russia, Mexico, Germany, Canada, the United Arab Emirates and throughout the U.S. on that subject. He has more than 50 publications.

Rod has actively participated in laboratory advocacy efforts together with the Clinical Laboratory Coalition, the Clinical Laboratory Management Association and the American Association for Clinical Chemistry. He has been a member of the AMA Molecular Pathology CPT coding workgroup, the Mayo Public Affairs-Federal committee and the AACC Government Relations Committee. He also coordinated licensure, accreditation and legislative affairs for the laboratories at Mayo Clinic.

Separate registration required for Pre-Conference Workshops.