Pre-Conference Sessions

See below for a listing of pre-conference workshops that will take place at KnowledgeLab 2019.

DLM Exam Preparatory Course

Sunday, March 31, 2019 | 8:00 a.m. – 3:30 p.m.

Full Day Pre-Conference Session

CEUs: 7.0

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Financial Management

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

Operations Management & Personnel Management

Anthony Kurec, MS, H(ASCP)DLM

Quality Management


CLMA recognizes the importance of providing laboratory professionals with the ability to develop their leadership skills and to be recognized as leaders in laboratory medicine as well as the healthcare industry. Medical laboratory management professionals have often been overlooked when the C-suite of healthcare systems assemble and engage in administrative decision-making and strategic planning. This often results in laboratory managers reacting rather than participating in the process.

Certification as a Diplomate in Laboratory Management gives a voice to a laboratory manager and provides the opportunity to be an active member in contributing to building a stronger laboratory that ultimately serves in enhancing patient care. While this course is no substitute for formal education, actual experience in leadership and involvement in the respective laboratory management practices, it does serve as a window into what good managers and leaders must know to be successful for their patients, staff, and their organization.

The examination is offered through ASCP and is prepared by a committee of experienced laboratory managers from various healthcare settings from across the United States. Specific topics that will be covered fall into four categories: Financial, Operations, Personnel, and Quality Management. This course is not a comprehensive, in-depth discussion, but rather an outline of topics that should be learned, studied, and/or reviewed in order to prepare for a stringent, yet exacting examination.

For some aspiring supervisors or other laboratory leaders, this may be an opportunity to hone their management skills in search of professional development and to ensure that they have the needed skill sets to be a successful laboratory manager. Finding diverse study sources that can assist in learning these specific skills have historically been somewhat elusive and often a source of discouragement for the potential lab-leader candidate.

Click here to read more about the DLM exam.

The DLM examination consists of 100 questions using ‘Computer Adaptive Testing’ (CAT) where each question offered is calibrated for level of difficulty. Each correctly answered question is followed by a slightly more difficult one until an incorrect answer is recorded. The next question presented will be a less complex one. Enough questions from each of the four areas must be answered correctly in order to successfully pass the examination. While there is no set number of questions to answer, nor set percentage point to meet in order to pass, a pass point is calculated and must be exceeded in order to pass. The examinee has up to 2.5 hours to complete the examination.

The pass rate for the DLM examination in 2014 was 13%. Coincidentally, the pass rate has improved in the last few years that this course has been provided (the 2017 pass rate was 37%). With better guidance in learning management skills, the opportunity to pass and achieve the status of a certified DLM will distinguish the individual through their newly learned competencies and will elevate laboratory medicine as a whole.

Click here to view this session's learning objectives, topics covered and Body of Knowledge domains.

Learning Objectives

  • Develop basic knowledge of financial tools, methods, definitions and reports to support laboratory operations.
  • Review trends in laboratory reimbursement and study the methods for developing charges using cost accounting reports.
  • Review and discuss laboratory operations, which will include strategic planning, method validations, laboratory safety, information technology, departmental relations, facilities management, communication, and marketing activities that contribute to developing a strong operational laboratory.
  • Review personnel management topics such as recruitment and hiring, staffing and scheduling, personnel engagement, succession planning, performance assessment, continuing education, personnel regulations, and conflict resolution.
  • Review quality and performance improvement tools and methodologies.
  • Cover the basics of laboratory regulatory compliance, licensure, accreditation, risk management and medical‐legal issues.

Topics Covered

Financial Management
Participants will review basic lab operations, to include:
  • Future Trends
  • Payments and Reimbursement
  • Budgeting
  • Productivity
  • Capital Budgeting
  • Lease vs. Purchase
  • Financial Analysis & Managerial Reporting
  • Financial Accounting Basics
  • Calculating Costs
Operations Management
Participants will review basic lab operations, to include:
  • Regulatory Issues
  • Strategic Planning
  • Method Validations
  • Laboratory Safety
  • Information Technology
  • Departmental Relations
  • Facilities Management
  • Communication
  • Marketing
Personnel Management
Participants will review personnel management responsibilities, to include:
  • Management Styles
  • Recruitment & Hiring
  • Staffing & Scheduling
  • Personnel Engagement
  • Performance Assessment
  • Succession Planning
  • Education
  • Personnel Regulations
  • Conflict Resolution
Quality Management
Participants will review the basics of laboratory quality, performance improvementand compliance, to include:
  • Quality tools, such as PDCA, Process Mapping, Value Stream Mapping, Six Sigma and Lean
  • Regulatory Compliance, Licensure & Accreditation
  • Risk Management
  • Medical‐Legal Issues
  • Productivity Assessment
  • Process Improvement

Body of Knowledge Domains

  • Financial Management
  • Business and Clinical Operations
  • Strategic Planning and Marketing
  • Human Resources
  • Professional Development
  • Quality Management for Patient Safety

Click here to read more about this session's speakers.

Sarina Rodriques 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.

Anthony (Tony) Kurec 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.

Jennifer Dawson 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.

Using Data Wisely: Informatics for Laboratory Professionals

Sunday, March 31, 2019 | 8:00 a.m. – 3:30 p.m.

Full-Day Pre-Conference Session

CEUs: 7.0

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Bonny Lewis Van, PhD, FAACC, HCLD(ABB)

Mary Kate Yost-Daljev, PhD

Clinical laboratory managers and administrators often struggle with a lack of knowledge and skills in laboratory informatics and health IT. This puts the clinical laboratory in the position of being data rich, but knowledge poor, and without an advocate to leverage the lab information to the benefit of the laboratory business unit. This full-day workshop will provide participants with the knowledge and tools to create open 2-way dialogue with clinical information systems partners. This workshop will empower management-level participants to be in a better position to understand and manage their data. In turn, this will provide the participants with the skills to organize and conduct an informatics gap analysis designed to identify opportunities to create additional value from laboratory data, and to develop reporting solutions that will enable the demonstration of the value of the lab in the clinical care team.

Click here to view this session's learning objectives and Body of Knowledge domains.

Learning Objectives

  • Describe the role of standard data terminology and data transmission methods to improve information quality
  • Propose, implement and manage informatics projects from a position of knowledge
  • Apply data analysis principals to create Management Analysis Reports to demonstrate laboratory impact on clinical care outcomes

Body of Knowledge Domains

  • Business and Clinical Operations
  • Information Management and Technology

Click here to read more about this session's speakers.

Bonny Lewis Van has successfully worked in both environmental and clinical sciences and has served in leadership roles in several professional societies including the Society of Environmental Toxicology and Chemistry (SETAC), Association of Public Health Laboratories (APHL), American Association for Clinical Chemistry (AACC), American Board of Bioanalysis (ABB) and the American Association for Bioanalysts (AAB). This diverse skill set was well suited for her role as Laboratory Director of a public health laboratory serving 1 million people where she simultaneously directed environmental microbiology, environmental chemistry, clinical high complexity including Pb testing, clinical STD testing, adolescent health and point of care testing. Her quality improvement efforts resulted in her receiving the Outstanding Employee of the Year award in 2015, but more importantly, the work resulted in a cultural shift across the organization towards LEAN management and CQI.

Over the course of her career in healthcare, academia, public health and the private sector, she has written books, research articles and presented numerous times at national meetings and conferences. She has been not only a strong advocate for better laboratory information management, she has successfully implemented systems ranging from instrument and inventory management systems, to document control, supplies and training request systems and a data request and reporting system. She has also developed standardized approaches to cross-linking the creation, management training and competency assessment for technical documents and processes using CLSI guidelines. She has also participated in teams to develop novel decision support tools specifically to support genomics both in EMRs and for mobile devices. Bonny has filled information gaps in outbreak situations through the novel application of GIS to environmental microbiology and clinical infectious disease testing.

Mary Kate Yost-Daljev transitioned to a career in public health informatics after several years working in a laboratory. As a laboratorian, she developed, verified and validated diverse methods and protocols and trained fellow scientists in new methods. She served as both a fellow and a mentor with APHL and CDC’s Emerging Infectious Diseases Research Fellowship program and in 2012 received the Virginia Governor’s Award for Teamwork.

Mary Kate has presented numerous research papers and posters at national meetings and conferences. She has applied her laboratory and science expertise to hands-on work with LIMS implementations and electronic messaging, including Electronic Laboratory Reporting (ELR), Electronic Laboratory Surveillance Messages (ELSM) and LIMS integration (LIMSi) with the Laboratory Response Network (LRN). She has extensive knowledge of various LIMS, including STARLiMS v.9 and v.10 and OpenELIS, as well as of standard coding systems, such as HL7, LOINC and SNOMED-CT. She managed the Data and IT Support Group for the Division of Consolidated Laboratory Services of the State of Virginia and oversaw the implementation of a web-based sample submission and reporting application. In addition to collaborating with the OpenELIS Foundation, she is working with the CDC Influenza Division on its STARLiMS implementation. She continues to draw on her experience as a bench scientist to ensure that LIMS configurations and data exchange protocols align with actual laboratory workflows.

Leadership Essentials: What You Need to Know to Grow
Patty J. Eschliman, MHA, MLS(ASCP)CM, DLMCM, CPC

Sunday, March 31, 2019 | 12:30 p.m. – 3:30 p.m.

Half-Day Pre-Conference Session

CEUs: 3.0


Leaders are not born, they’re grown. If you are a new leader or one who is looking for the essential skills necessary to get noticed for that first leadership role, this workshop is for you! In four hours, you will earn a mini-master’s in leadership, gaining a better understanding of who you are and where you want to go with practical tips on how to leverage your strengths to ensure success. Learn ways to communicate more effectively, surface and address conflict, build a cohesive team, and increase engagement using emotional intelligence. Discover how to apply these skills specific to the needs of your organization for maximum impact. Don’t miss this opportunity to gain confidence, build capacity, and walk away with the essential leadership skills that will provide a positive, lasting impact on your personal life and professional success.

Click here to view this session's learning objectives and Body of Knowledge domains.

Learning Objectives

  • Define your professional strengths and personal values and discuss how these compare to the characteristics of your ideal leader
  • Differentiate current leadership skills from a desired state and write meaningful goals to close the gap
  • Integrate the skills learned in effective communication, conflict management, team building, and emotional intelligence to write a professional mission statement to be used as a roadmap for career success

Body of Knowledge Domains

  • Governance and Organizational Dynamics
  • Human Resource Management
  • Professional Development

Click here to read more about this session's speaker.

With 35 years of laboratory experience, Patty Eschliman, has worked in several different settings. From a third shift generalist, to an HLA Tissue Typing Tech, to supervising Flow Cytometry and; for the past 25 years, laboratory management. An active member of CLMA since 1997, Patty has held leadership positions within the Great Plains and Heart of America chapters as well as serving as an International Board of Director member since 2009 and President from 2015 to 2017. Fulfilling the CLMA seat on the ASCP Board of Governors, Board of Certification, Patty serves as Secretary and volunteers on the Executive Committee, Exam Oversight Committee, and is the Board Liaison to the Laboratory Management Exam (DLM). In 2013, Patty completed her master’s in healthcare administration and in 2017, earned her certification as a professional coach specializing in laboratory leadership.

Separate registration is required for Pre-Conference Workshops. Click here to learn more.