Iowa Medical Society Candor Conference

September 22, 2017

To register please visit the conference website. If you have questions, please contact Kara Bylund at 


This day-long conference is tailored to physicians, risk managers, hospital and clinic leaders, and other members of healthcare teams involved in patient safety. This conference focuses on Candor – Communication and Optimal Resolution, the Iowa law that allows physicians and patients to meet and openly discuss an adverse outcome, providing patients and physicians with closure and avoiding litigation. National medical and legal experts will discuss early disclosure programs across the country, and the successful pilot program established in Iowa. Don’t miss this valuable educational opportunity!

Learning Objectives

  1. List the benefits of a comprehensive and rapid response to patient harm.
  2. Describe the components of CANDOR [Communication and Optimal Resolution].
  3. Explain the importance of empathic patient and family centered communication following unexpected harm events.
  4. Explore the process to implement a Candor program.
  5. Describe how the clinic's healthcare and legal environments have been improved by Candor.
  6. Articulate the recommendations of the pilot site to overcome initial obstacles.
  7. Learn how early disclosures benefit parties on opposite sides of lawsuits.
  8. Explore how early disclosures affect patient safety.
  9. Understand how early disclosures change the dynamics of a lawsuit.
  10. Identify factors that facilitate and impede successful implementation of CANDOR programs.
  11. Describe the current evidence base regarding the institution-level outcomes of CANDOR programs.
  12. Explain what hospitals can expect in terms of CANDOR program caseload and case-level outcomes.
  13. Explore how early disclosure models changes how each advocates for his/her client.
  14. Articulate each attorney's role in a candor discussion.
  15. Understand how an attorney's new objective affects patient care.
  16. Understand a patient's perspective when an adverse event occurs.
  17. Explore the procedure to initiate and have a successful Candor discussion.
  18. Articulate the different benefits to patients, patients' family members, providers, and clinics.


8 amRegistration    
9 am


Mike Flesher, Executive Vice President & CEO, Iowa Medical Society
Michael McCoy, MD

9:15 am


Tim McDonald, MD, JD 
Bruce Lambert, PhD

This interactive case-based discussion will focus on the fundamentals of empathic communication and the processes of improving communication skills whilst identifying excellent communicators in any setting. In addition, the discussion will highlight the components of a comprehensive response to patient harm and the critical role communication plays throughout that process.  Finally, there will be a discussion of the return on investment from a patient safety and medical liability perspective.

10:30 am


10:45 am

Great River Risk Management Panel 

Ann Martin, Corporate Compliance Officer
Lisa Griswold, Director of Quality Resources
Heather Nelson, Patient Experience Officer
Liz Henriksen, Corporate Attorney

After Candor went into effect in the summer of 2015, a clinic in eastern Iowa volunteered to be the first to use the new law. Since that time, several patient issues have been resolved through Candor discussions. Join this panel discussion to learn about the resolutions that benefited the patient, provider and clinic and how to explore the process in implementing a Candor program.

Malpractice Carriers Panel

Alan Lembitz, MD - Chief Medical Officer, COPIC
Mark Fogg, JD - General Counsel, COPIC
Summer Heil, JD,- MedPro Group
Tom Joensen, JD - Bradshaw, Fowler, Proctor & Fairgrave, PC
Thomas Trepczyk, SCLA - CNA Global Specialty Lines

In this panel discussion, hear from representatives of medical malpractice insurance companies abut their perspectives on early disclosure programs, including how early disclosures benefit parties on either side of lawsuits and how they affect patient safety.

12 pm

Lunch Session: Data of Candor Programs

Michelle Mello, JD, PhD

This session will review data on the performance and outcomes of several Candor-style programs and offer insights into factors that facilitate successful program implementation.

1 pmBreak
1:15 pm

Attorney Panel 

Tim McDonald, MD (Moderator)
Stacie Codr, JD
Connie Alt, JD
Karen Lorenzen, JD

Learn from three different attorneys on how Candor changes their roles in representing their clients and how their roles affect patient care.

2:15 pmBreak
2:25 pm

Candor Benefits Real People

Michael McCoy, MD and Candor Patient and Family

After a patient experienced an adverse outcome, the clinic invited him for a Candor discussion to discuss what happened and what the options were for moving forward. Hear first hand how the discussion prevented litigation and preserved the patient-physician relationship.

3:25 pm

Closing Remarks

Mike Flesher, Executive Vice President & CEO, Iowa Medical Society

3:30 pmAdjourn


The following speakers and planning committee members have no conflicts with commercial interests to disclosure.

  • Connie Alt, JD, Speaker
  • Kara Bylund, Activity Director and Planning Committee Member
  • Stacie Codr, JD, Speaker
  • Michelle Dekker, CMP, Activity Director and Planning Committee Member
  • Mark Fogg, JD, Speaker
  • Lisa Griswold, Speaker
  • Summer Heil, JD, Speaker
  • Liz Henriksen, Speaker
  • Tom Joensen, JD, Speaker
  • Alan Lembitz, MD, Speaker
  • Karen Lorenzen, JD, Speaker
  • Ann Martin, Speaker
  • Tim McDonald, MD, JD, Speaker
  • Heather Nelson, Speaker
  • Kate Strickler, JD, Committee Member
  • Thomas Trepczyk, SCLA, Speaker

The following speakers and planning committee members have a conflict(s) with commercial interests to disclosure.

  • Bruce Lambert, PhD, Speaker - Mr. Lambert disclosed that he has a relationship with Novo Nordisk, a pharmaceutical company headquartered in Denmark. This conflict has been resolved due to the topic of the conference is not of a clinical nature, but rather legal. Since specific clinic treatments will not be discussed the planning committee does not feel that this relationship will result in any commercial bias. The conflict has been resolved.
  • Michael McCoy, MD, Speaker - Dr. McCoy indicated that he had a conflict of interest due to his work on the educational grant to support this CME activity with the COPIC Foundation. COPIC is a professional liability insurer and is a commercial interest per ACCME’s definition. There is no conflict of interest.
  • Michelle Mello, JD, PhD, Speaker - Ms. Mellow disclosed that she has a relevant financial relationship with The Risk Authority. The Risk Authority is a professional liability insurer and is a commercial interest per ACCME’s definition. There is not conflict of interest.

The speakers will disclose if any pharmaceuticals or medical procedures and devices discussed are investigational or unapproved for use by the U.S. Food and Drug Administration. Determination of educational content for this program and the selection of speakers are responsibilities of the activity director. Firms providing financial support did not have input in these areas.

Course summary
Available credit: 
  • 5.75 AMA PRA Category 1 Credits
  • 5.75 CE Contact Hour(s)
  • 5.75 IBON
Course opens: 
Course expires: 
Event starts: 
09/22/2017 - 8:00am CDT
Event ends: 
09/22/2017 - 3:30pm CDT
Iowa Methodist Medical Center
1200 Pleasant Street
Kelley Conference Center
Des Moines, IA
United States

Continuing Education Credit

  • Physician:  This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Iowa Medical Society (IMS) through the joint providership of Des Moines University (DMU) and the Iowa Medical Society. DMU is accredited by IMS to provide continuing medical education for physicians. DMU designates this live activity for a maximum of 5.75 AMA PRA Category 1 Credit(s)™.  Physicians should only claim credit commensurate with the extent of their participation in the activity.
  • Nurse: Des Moines University is Iowa Board of Nursing approved provider #112. This live activity has been reviewed and approved for 5.75 continuing education contact hour(s). No partial credit awarded.​
  • Other: This live activity is designated for a maximum of 5.75 AMA PRA Category 1 Credit(s)™.

Educational Grants

No commercial interest provided financial support for this continuing education activity.

The information provided at this CME activity is for continuing education purposes only and is not meant to substitute for the independent medical judgment of a healthcare provider relative to diagnostic and treatment options of a specific patient’s medical condition. The content of each presentation does not necessarily reflect the views of Des Moines University.

Available Credit

  • 5.75 AMA PRA Category 1 Credits
  • 5.75 CE Contact Hour(s)
  • 5.75 IBON


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To register please visit the conference website. If you have questions, please contact Kara Bylund at