Optometry Continuing Education

Team development is critical to the success of any practice. From patient engagement and customer service to strategic management and financial literacy, Cleinman Performance Network delivers groundbreaking education in the field of optometry.

Our educators are experts in their respective fields and motivate and train participants using a variety of team-building exercises combined with Cleinman’s powerful information-sharing format. Based on feedback, doctors and their staff who have experienced our education classes return to work ready to improve operations, optical sales, patient satisfaction and overall practice performance. 

2020 Webinars

Diopsys Webinar led by Peter Cass, OD
Tuesday, May 12th at 7:30pm EDT

Strategies to Reinvigorate your Practice Using Functional Diagnostics
Visual electrophysiology can benefit many of the patients you see in your practice every day. Moving beyond glaucoma, join Dr.Peter Cass as he discusses electrodiagnostics for a broad rangeof diseases including diabetic retinopathy and toxic retinopathy.

RevCycle Webinar

Thursday, May 14th at 3:00pm CDT

Embracing Outsourcing as a Strategy
The recent shutdown during the pandemic raises questions about what a profitable eye care practice will look like in the future. Should practices consider outsourcing more aspects of their business to keep overhead low? Which areas of a practice should you focus your employees on? What can or should a practice outsource?
This webinar will feature a panel discussion around outsourcing in optometric practices. The panel will include an optometrist, practice business manager, and vendor executive in the outsourcing space and will:
– Help you assess which aspects of your practice could be outsourced;
– Identify the direct and indirect benefits of outsourcing; and,
– Give you a strategic framework for making outsourcing decisions post-Covid-19.

More webinars coming soon…

2020 Virtual staff training events

Growth by Merger:

April 24, 2020 from 12:00 pm – 2:00 pm ET


  • Alan Cleinman, Founder and CEO
  • Megan McCarthy, Manager of Practice Transitions

The economic hardships caused by Covid19 will result in many solo practitioners considering their exit options. Some may simply close their doors. Smaller (<$500,000) practices generally do not make good acquisition opportunities because they do not generate enough cash flow to pay for OD services while providing the purchaser with a return on investment.

However, Cleinman Performance Partners has developed a transaction mechanism which results in a win-win for both owner OD and “host” practices. “Exit by Merger” is a methodology that can deliver substantial revenue gain for your practice. Imagine the impact of adding $500,000 to your current practice revenue!

Please join members of the Cleinman transactions team for this upcoming webinar. During this session, we will discuss this proven methodology to take your practice to a higher level without substantial investment or risk.

Invitations sent!

Managing Optical During and After COVID-19

April 27, 2020 from 12:00 pm – 2:00 pm ET


Michele Self, ABOC, FNAO

Unprecedented times call for creative solutions. And, creativity abounds in our industry. To help you meet the needs and demands of a world waking up and getting back to normal, we’ll help you re-imagine new ways to reach patients, keep track of costs, work with vendors, adapt your inventory, manage demand volatility, and make work safe.

Please join us for this upcoming webinar. During this session, we’ll put a plan in place, so you are ready to recover and get back to the business of providing outstanding patient experience.

Invitations sent!


April 30, 2020 from 12:00 pm to 2:00 pm ET


  • Amanda VanVoris, Senior Director of Client Solutions
  • Meagan Staab, Senior Business Intelligence Analyst

As a Cleinman Partner, you know that measuring performance in a meaningful way is essential to reaching your practice vision.  Now more than ever, amidst the COVID-19 crisis, tracking performance and taking swift action is what will separate you from your competition and keep your business viable. Leveraging the resources available to you is a critical step in constructing your practice’s future! Join Amanda VanVoris for Benchmarking Training to review 2019 Network Performance and get your questions answered.

Invitations sent!

Process Management Micro Course Series:

The Process Management Micro Course Series is a series of key two-hour mini classes that will help leaders optimize their practice processes for the future.

May 4, 2020 & May 6, 2020 from 12:00 pm to 2:oo pm ET


  • Johanna Loeffler, Senior Director of Operational Development
  • Ginamarie Wells, Senior Director of Learning and Development

Process Failure Modes & Effective Analysis, A Lean Six-Sigma Prevention Tool –  MAY 4, 2020

Process review, documentation and continuous improvement are all top-of-mind endeavors right now. Learn how to get ahead of potential problems and design errors out of processes on the front end. Refine your procedures to ensure you’re running as efficiently as possible when routine patient care resumes.
Invitations sent!

Lean 5S System for Your Practice – MAY 6, 2020

During the COVID-19 pandemic many practices are using their downtime to do some spring cleaning. Learn the tenants of the 5S and how to apply them in your practice. This systematic and methodological approach gives you and your team the ability to organize your physical space in the safest and most efficient manner. Hit the ground running with your space being perfectly curated once patient care opens back up!
Invitations sent!

Conflict Resolution Micro Course Series:

The Conflict Resolution Micro Course Series is a series of key two-hour mini classes that will help leaders learn how to work through personnel conflicts to reduce stress and increase performance, productivity, and motivation.

May 11th & 18th from 12:00 pm to 2:00 pm ET


  • Ginamarie Wells, Senior Director of Learning and Development
  • Johanna Loeffler, Senior Director of Operational Development

Issue Statements – MAY 11, 2020

One of the fundamental elements to resolving conflict is knowing how to frame the problem in objective terms that don’t imply blame or criticism. This interactive mini-class will explore ways to identify negative behaviors and their business impact in ways that remove the person and the position from the problem and focus on the issue and the interest. Participants will practice defining issues in a statement that encompasses the five criteria necessary to engender problem-solving discussions that are about us-against-the-problem instead of me-against-you.
Invitations sent!

Resolving Team Conflict – MAY 18, 2020

When conflict arises amongst or between teams, the resulting structure of the conflict is more complex than when conflict arises between two people. In this live mini-class, participants will learn how to facilitate the 8-step process required to mediate and resolve team conflict.
Invitations to be sent!

EQ Interview: Interviewing with Emotional Intelligence

May 26, 2020 from 4:00 pm to 6:00 pm ET


  • Ginamarie Wells, Senior Director of Learning and Development
  • Johanna Loeffler, Senior Director of Operational Development

Coming out of the COVID-19 crisis, “business-as-usual” will be a thing of the past. However, recruiting the right individuals for your team will continue to be a cornerstone of your practice’s success. Learn how emotional intelligence factors into an individual’s potential and how to assess and understand what your candidates are bringing to the table. By incorporating emotionally intelligent questioning into your interview process you’ll be able to not only interview more effectively but realize a better return on your staffing investment.
Invitations to be sent!

Leadership Development Micro Course Series

The Leadership Development Micro Course Series is a series of key two-hour mini classes that will help leaders prepare their practices for the future.

May 27, 2020 from 12:00 pm to 2:00 pm ET


  • Ginamarie Wells, Senior Director of Learning and Development

Leadership Readiness – May 27, 2020

Leadership Readiness is the foundation of the LDMC series. Participants will learn about trends in leadership development, assess their leadership maturity and readiness, define business vision and strategies and outline their leadership pipeline.
Invitations to be sent!

More in the series coming soon…

The Innovation Management Micro Course Series:

The Innovation Management Series is a series of key two-hour mini classes meant to help participants lean new approaches to making decisions, explore new ideas, and examine both qualitative and quantitative ways to determine important current and potential impact on your work.

June 1, 2020 from 12:00 pm to 2:00 pm ET


  • Johanna Loeffler, Senior Director of Operational Development

Strategic Exercises – June 1, 2020

First in the Innovation Management Series, this mini class explores thinking. Participants learn how to use strategic exercises such as: Six Thinking Hats (parallel thinking method for efficiency), Environmental Scan (discover impacting internal/external demand and supply), and On Spider Plants (manage multiple decentralized teams and locations).
Invitations to be sent!

More in the series coming soon…

2020 Virtual Workshops - Still Scheduled!

ABO Prep Virtual Retreat:

Last class was 100% attended!

  • Retreat:                        Friday, April 3, 2020                     5:00pm -8:00pm EST
  • Retreat:                        Saturday, April 4, 2020                9:00am- 2:00pm EST
  • Study Group:               Tuesday, April 21, 2020               5:00pm- 7:00pm EST
  • Study Group:               Tuesday, May 7, 2020                 5:00pm-7:00pm EST

First Impressions & Constructive Communication Virtual Course:

  • Tuesday, June 9, 2020                      12:00pm – 4:00pm EST
  • Wednesday, June 10, 2020              12:00pm – 4:00pm EST

Managing Workplace Conflict Virtual Workshop:

  • Wednesday, August 26, 2020         1:00pm – 4:00pm (EST)
  • Thursday, August 27, 2020              1:00pm – 4:00pm (EST)
  • Friday, August 28, 2020                   1:00pm – 4:00pm (EST)

To register call Mandie at 607-267-2901.

2020 Thursday special programs - All postponed

The Great Game of Business – Optometry:

  • Thursday, March 12, 2020 – Chesterfield, MO

Diopsys® University: Visual Electrophysiology Refresher Course:

  • Thursday, March 12, 2020 – Chesterfield, MO

Manager’s Tool Kit:

  • Thursday, April 16, 2020 – Chesterfield, MO

Dry Eye Institute:

  • Thursday, April 16, 2020 – Chesterfield, MO

Cleinman Performance Partners Optometry Leadership Institute:

  • Thursday, May 14, 2020 – Chesterfield, MO

For more information or to register call Mandie at 607-267-2901.

2020 Friday Continuing Education (CE) - postponed

  • Friday, March 13, 2020 – Chesterfield, MO
  • Friday, April 17, 2020 – Chesterfield, MO
  • Friday, May 15, 2020 – Chesterfield, MO



Whether your staff is cross-trained or specializing in individualized roles, teamwork and rapport are essential to your practice’s growth. 


There will be moments when unexpected challenges test the best of teams as they work to devise systems and processes in real time.

Effective Skill-Sets

Our on-site training programs in optical management and sales, patient care, and customer service, ensure that your staff members are not only developing effective skill-sets, but also embedding their knowledge into the unique systems of your own practice.

Behavior Assessments

Daylong team retreats feature Behavior Assessments and profiles that explain what can cause communication challenges and how everyone can best work together to build rapport and trust.