A Group Practice Owners

Business training Hub

Faqs

Do I get personal access to Maureen?

  • Maureen is very hands-on in the membership, plus monthly Q+As and office hours. While you may not get one-on-one access to Maureen, The Exchange is here to support and help you but we also have several expert contributors who are ready to support your growth too.

What if I decide that it’s not right for me?

  • If it’s not working out, you can cancel your membership at any time. Please note that you will be billed for the full subscription if you choose to cancel in the middle of a subscription.

What if I can’tmake it to one of the training sessions or Q+As?

  • No problem! Things get busy, especially as group practice owners. That’s why you also get access to an ever-growing library of session recordings and pre-recorded training videos and more!
  • Our member’s newsletter that goes out every Friday will also share the most relevant Q+A replay for you to watch for up to 2 weeks after the live date!
  • This gives you the opportunity to watch whatever you missed by a certain time period so you can stay on top of all the membership content!

I need help with endless amounts of paperwork. Can The Exchange help?

  • With over 90 editable documents, templates, and group practice-specific documentation for you to download and customize, The Exchange can definitely help ease the stress of paperwork and documentation.

What kind of support is offered?

  • There is a ton of support offered for group practice owners! Besides the weekly Q+A sessions with various experts, you’ll also get access to masterclasses held by Maureen, and special guests discussing group-practice-specific topics! And, a community of other group practice owners and peer-led accountability groups.

The Exchange is a place for growth, learning, and networking with group practice owners in all stages of their business, each one dedicated to growing a thriving and successful practice just like you!

Are you ready to join us?

Liath Dalton

Liath | Co-Owner and Deputy Director
Person Centered Tech (Workshops) Liath Dalton is PCT’s deputy director and a co-owner. As the group practice service plan manager, Liath oversees the vendor review program and is the account manager for group practices working with PCT. She loves helping practices find solutions that meet the security and functionality needs that allow them to meet clients where they are. Liath’s consultation area of expertise is focused on selecting the right combination of services and tech that not only meet the legal-ethical needs of mental health practices, but also the functionality, efficiency and cost-effectiveness needs as well.

Casey Gromer

Business Strategist and Fractional Integrator
Casey Gromer is an MBA graduate with over two decades of experience in business and marketing. Currently serving as a business strategist and Fractional Integrator for group practice owners, Casey excels in crafting business management systems that drive profit and accountability. Casey specializes in accountability, performance measurement, leadership, structuring teams, business planning, business systems and operation

Niki Ramirez

Founder, CEO | Principal Consultant
HR Answers LLC Niki Ramirez is the Founder and Principal Consultant at HR Answers, LLC a firm dedicated to providing practical human resources guidance that leaves a big impact on small business success. Niki is a certified HR professional with leadership and HR experience spanning well-over 20 years, including: serving in operational management and leadership roles, community college adjunct faculty, and as a human resources executive. Niki holds an MBA in HR Management and three different HR certifications. She carries with her a strong desire to educate and empower employees and their leaders to work in partnership to design and implement meaningful human resources programs that drive the success of their organizations and increase their bottom line!

Julie Herres

Founder, CEO | IRS Enrolled Agent and Financial Advisor
GreenOak Accounting Julie Herres is an accountant and the owner of GreenOak Accounting, a firm that specializes in working with therapists in private practice. Julie's goal is for every practice to be profitable! She's on a mission to give practice owners financial peace of mind by helping them make data-driven business decisions. Julie and her team have worked with hundreds of private practice owners, so they are uniquely positioned to be a trusted advisor to clients. Julie also hosts the Therapy For Your Money Podcast, where she talks about all things money & finance for private practices. The GreenOak Accounting team: Helps practice owners make daunting financial decisions by acting as a trusted advisor who is intimately familiar with their situation Coaches practice owners from the mindset of "I don't understand the numbers in my practice" to "I feel confident and empowered to make the right business decisions!" Guides practice owners from having no cash in the bank to having healthy reserves using the Profit First methodology

Maureen Werrbach

Founder, CEO of TGPE and Urban Wellness
The Group Practice Exchange Maureen is the owner of a multi location group practice in Chicago, Urban Wellness Counseling, owner of The Group Practice Exchange and co-owner of the former Group Practice Builders. Maureen loves creating a safe space for clinicians and clients to do amazing work together, and equally enjoys helping group practice owners start and scale (and growing alternate passive income streams!).
 
Her Open Office Hours/Q+A each month will be Ask Me Anything style on everything from startup to seven figures.
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