CME Leaders Institute
An initiative of the California Academy of Family Physicians and CAFP Foundation
“She masterfully combines the scientific evidence that underpins her subject matter with practical management,
diagnostic, and therapeutic considerations. She consistently demonstrates enthusiasm, professionalism, and
initiative. She leads from the lectern. She is also caring and compassionate. Her message simultaneously
challenges and supports physicians, patients and the public.
These traits allow her to consistently communicate a love of the subject to her audiences. The end result is that
physicians are inspired and become enthusiastic about the content she teaches. I have listened to many
individuals comment on her skill as a teacher and a leader, but I have been most impressed by how she inspires
them to do their very best.”
… The penultimate description of a teacher/leader.
When people think of “Leadership Development,” they generally think of programs that include Myers-Briggs
assessments, advocacy and media training and issues management. Each of these elements of leadership
development is vital – but in our minds, the need for a CME Leaders Institute is also clear. The need is driven by
the multitude of changes in the Continuing Medical Education/Professional Development world: from ACCME
Standards, industry guidelines, evidence based medicine to the need to develop CME leaders who are able to
address these topics from the lectern, in the classroom, or in the State Capitol hallways.
Interested? Keep reading …
Overall Goals
The overall goal of this initiative is to develop and implement a CME Leaders Institute that will ensure a pipeline
of family medicine leaders who will be teacher/leaders – teaching high quality clinical and population-based
medicine and using their leadership skills to advance the specialty in areas of policy and public health.
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CAFP’s CME Leaders Institute
This project has the potential to set a precedent and example for other medical associations, including our
national organization and its affiliated state chapters, in preparing family physicians to become teacher/leaders.
This project is statewide, with a first class roster of up to 35 family physicians.
Project Description and Timeline
Each physician is a “teacher” and each teacher is a “leader” whether in the classroom, residency program,
hospital rounds, CME session, or exam room with a patient, or in a state legislative hearing, board of directors
meeting, television program, or organized medicine platform. Each teachable moment is an opportunity to
provide the information that will ultimately improve leadership skills. Our Institute recognizes the expanded
role of the “teacher/leader,” thus changing the traditional view of faculty.
The 12-month experience will move you along the scale of knowledge (the pre-work and workshop) to
competence (workshop practice sessions) to performance (evaluation of two leadership or teaching
experiences). Mentoring will assist you in identifying areas for skills improvement, and provide a support system
as you begin their assignments.
Topics at the pilot workshop would include, but not be limited to:
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The CME players: ACCME, AAFP and AMA, IOM, and others
Adult learning principles
Slide, syllabus, and presentation skills
Ethics and Conflicts of Interest
Copyright laws
Evidence-based medicine and CME
Needs assessment, objective writing, learning outcomes
New learning formats, i.e., online learning journals, point-of-care education, etc.
The new rules of engagement in leading in education
Requirements
You will be required to complete pre-work that will include research on a clinical and/or health care policy topic,
to be developed during the Institute; commit to one to two follow-up activities, with evaluation, during the 12
months following the Institute; and meet again at the end of 12 months to share your progress with the class.
You will also be mentored by a group of experienced CME leaders. The follow-up activities will give you
experience in content preparation, audience engagement, and presentation skills. The CAFP will work with you
to identify at least one of the two presentation opportunities.
CME Leaders Institute Co-Chairs and Faculty
Our co-chairs and mentors are a group of highly experienced education and leadership experts:
Carol S. Havens, MD, a board certified family physician and addiction medicine specialist, has responsibility for
all continuing medical education for Northern California Permanente Medical Group physicians. She is currently
CAFP’s President Elect, and was presented with the CAFP-F’s 2009 Award for Educational Excellence. She has
been the Chair of the Committee on CME for the Institute for Medical Quality/California Medical Association.
Dr. Havens has also completed six-year tenure on the ACCME’s Accreditation Review Council, worked on the
development of Kaiser’s internet and video CME program, presented hundreds of sessions on topics as varied as
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CAFP’s CME Leaders Institute
medical ethics and cardiovascular disease in women, physicians learning preferences and measuring outcomes
of CME interventions, smoking cessation and pain management. She as recognized nationally as a leader in
quality improvement and performance improvement and is a Fellow of the Alliance for CME and the winner of
the 2007 ACCME Rutledge Howard MD Award for Individual Service to the Intrastate Accreditation System.
Dr. Havens brings more than 20 years experience in teaching, innovation and leadership to the project. Drs.
Havens was the CAFP Foundation’s Educator of the Year in 2010.
David Bazzo, MD is a graduate of Rosalind Franklin University of Health Sciences, the Chicago Medical
School, and completed both his family medicine residency and sports medicine fellowships at UC San Diego. Dr.
Bazzo is currently faculty at UCSD, teaching medical students and residents, and runs the PACE program. Dr.
Bazzo is a past president of the San Diego chapter of CAFP, and chair of the CAFP’s Committee on Continuing
Professional Development. Not only is he a frequent faculty member at CAFP and AAFP meetings, Dr. Bazzo has
been selected by his peers as one of San Diego’s Physicians of Exceptional Excellence several years in a row,
nominated in 2008 and 2009 for Kaiser Excellence in Teaching Award third year class, and “Volunteer of the
Year” for the San Diego Performing Arts Council, Star Award. He has received grants from the National Institute
of Health, Science Education Partnership Award (SEPA) for his work as Co-Investigator. Dr. Bazzo has authored
journal articles in Urgent Care about migraines, pre-sports participation examinations, and musculoskeletal
topics among his myriad interests in primary care. Dr. Bazzo received the CAFP Foundation’s Educator of the
Year Award in 2011.
Staff liaison for the Institute will be Shelly Rodrigues, CAE, CAFP Deputy Executive Vice President (DEVP) and
CAFP-Foundation Executive Director. Ms. Rodrigues has a BS in education and MS in journalism, and is a
graduate of the Institute for Healthcare Improvement Breakthrough College on Collaboratives and Virtual
Collaboratives and Certified Association Executives (CAE). She led the effort to secure ACCME accreditation for
the California Academy of Family Physicians, and has achieved re-accreditation status three times. She is a
nationally recognized expert on continuing medical education and a frequent speaker on the subject. She
assisted in the development of the AAMSE Leadership Academy and continues to serve as faculty, including for
the upcoming Academy for the Alliance for CME – melding CME and leadership. She served on the Commission
on Continuing Professional Development of the American Academy of Family Physicians, the first non-CEO to do
so among Academy chapter staff.
Drs. Martin Quan, Tom Bent, Christopher Flores, Geoffrey Leung, Lee Ralph, Michael Potter, William Woo,
Ashley Christiani, Tipu Khan and others will also serve as faculty and mentors for this Institute.
Still interested? Intrigued? Ready to Apply and Lead?
The next step for you is easy. Complete the application on the next page, send it with your CV, one letter of
recommendation, your personal statement, and an e-photo to Shelly Rodrigues, srodrigues@familydocs.org, or
fax to: 415-345-8667. Deadline – March 1 so we can identify the first class by April 1, giving ample time for prework, and scheduling your time at the CAFP’s ASA.
Questions? Call Shelly Rodrigues, 415-345-8667.
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CAFP’s CME Leaders Institute
CME Leaders Institute
An initiative of the California Academy of Family Physicians and CAFP Foundation
Application for Participation
Name:
Address:
City/State/Zip:
Phone:
Name of Nominator (if any):
Fax:
Email:
Please complete this page and include it with the following information in your packet:
1. Letter of Recommendation
2. Personal Statement – Why do you wish to participate in the CME Leaders Institute? (500 words +/-)
3. Three Topics – What topics would you like to develop for CME/CPD presentations (these do not have to
be clinical topics, and you won’t be held to them)?
4. Prior Teaching Experience – Are there experiences you would like the faculty to consider?
5. Copy of your CV and photo
6. Other information that might assist the faculty in the selection process?
Are you available to attend the CAFP’s 2013 ASA, May 3-5, in San Francisco?
Are you available to attend the one-day workshop Monday, May 6, in San Francisco?
Please return your complete packet – no later than March 1, 2013:
Shelly Rodrigues, CAE
California Academy of Family Physicians
1520 Pacific Avenue, SF 94109, fax: 415-345-8668
email: srodrigues@familydocs.org
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CAFP’s CME Leaders Institute
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 Yes  No