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Resident Assembly – Education Committee Agenda and Background Materials

Friday, March 9, 2018 6:30am – 8:00am (ET)

Morial Convention Center Room 270

New Orleans, LA

AAOS Resident Assembly

Resident Assembly—Education Committee Agenda New Orleans Convention Center, Room 270 Friday, March 9, 6:30 AM – 8:00 AM

Page 1 of 1

1. Welcome, Introductions, and Opening Remarks (7:00-7:05)

2. Review 2017-2018 Initiatives (7:05-7:25)

A. Improve Education Committee Communications

B. Intern Boot Camp

C. Surgical Course List

D. Resident Bowl Feedback

E. Resident Education Forum

F. Rotation Specific Reading List

G. Fellowship Mentor Program

3. Affirm vote for 2018 Chair Position (7:25-7:35)

4. 2018-2019 Education Committee Goals (7:35-7:55)

o Improve Education Committee Communication

o Continue to develop a pre-residency education for incoming

intern

o Create a centralized database of surgical courses available

to residents

o Incorporate feedback from this year’s mentor-mentee

program into following year's event

o Identify ways to improve resident education

5. Adjourn (7:55-8:00)

Committee List Roster by Committee Member - As of 26-Feb-2018

Primary Committee Contact

Resident Assembly - Education Committee

Committee MembershipCommittee Member Address

Email: [email protected]: MemberTerm Start: 10-Aug-2017Term End: 10-Mar-2018

Attn: Tina Krulc339 Windermere Road, Room B9-123 London ON N6A 5A5Canada

Atwan, Yousif, MD

Email: [email protected]: MemberTerm Start: 21-Sep-2017Term End: 10-Mar-2018

Jack Hughston Memorial Hospital Residency6262 Veterans Pkwy, PO Box 9517Columbus, GA 31909-3540

Beals, Timothy, DO

Email: [email protected]: MemberTerm Start: 15-Nov-2017Term End: 10-Mar-2018

Jack Hughston Memorial Hospital Residency6262 Veterans Pkwy, PO Box 9517Columbus, GA 31909-3540

Beals, Timothy, DO

Page 1 of 9 Print Date: 26-Feb-2018 Rpt. COM1200PE





Email: [email protected]: MemberTerm Start: 20-Dec-2016Term End: 10-Mar-2018

201 Wilson Ave.Rumford, RI 02916

Blood, Travis, MD

Work: (415)233-1540Email: [email protected]

Position: MemberTerm Start: 18-Sep-2017Term End: 10-Mar-2018

55 Lake Ave NWorcester, MA 01604

Braun, Benjamin, MD


67 Mt Vernon StUnit HBoston, MA 02108

Chien, Bonnie, MD

Orthopaedic Surgery ResidentEmail: [email protected]

Position: MemberTerm Start: 10-Aug-2017Term End: 10-Mar-2018

Department of the Army3551 Roger Brooke DriveJbsa Ft Sam Houston, TX 78234-4504

Davidson, Stuart, MD

Manager, Member EngagementWork: (847) 384-4343Fax: (847) 823-8027Email: [email protected]

Position: Staff LiaisonTerm Start: 01-Nov-2014Term End: 01-Mar-2020

9400 W Higgins Rd4038KRosemont, IL 60018-4976

Erickson, Kristen, CAE






Orthopaedic ResidentHome: (407)739-7988Email: [email protected]

Position: MemberTerm Start: 15-Nov-2016Term End: 10-Mar-2018

184 Kent AveApt B206Brooklyn, NY 11249

Gold, Peter, MD


Position: MemberTerm Start: 25-Jul-2017Term End: 10-Mar-2018

3221 Donnely Circ, Apt 1814Fort Worth, TX 76107

Gonzales, Gabriel

Email: [email protected]: MemberTerm Start: 19-Jul-2017Term End: 10-Mar-2018

Spc 53281500 E Medical Center DrAnn Arbor, MI 48109-5014

Gundlach, Benjamin, MD

Email: [email protected]: MemberTerm Start: 19-Sep-2017Term End: 10-Mar-2018

1340 Towson StBaltimore, MD 21230

Hariharan, Arun, MD


Position: MemberTerm Start: 02-May-2017Term End: 10-Mar-2018

15 Mellen LaneWayland, MA 01778

Hong, Daniel






Home: (813)442-3781Email: [email protected]

Position: MemberTerm Start: 27-Jan-2017Term End: 10-Mar-2018

6471 Glidden StreetSan Diego, CA 92111

Houskamp, Daniel, MD

Email: [email protected]: MemberTerm Start: 17-Mar-2017Term End: 10-Mar-2018

Dept of Ortho Surg Rm 76-14310833 Le Conte AveLos Angeles, CA 90095

Jensen, Andrew, MD

Home: (787)479-0761Email: [email protected]

Position: MemberTerm Start: 03-Apr-2017Term End: 10-Mar-2018

2692 Braden WayLexington, KY 40509

Jimenez-Almonte, Jose, MD

Director, Society RelationsWork: (847) 384-4236Fax: (847) 823-0536Email: [email protected]

Position: Staff Liaison AssistantTerm Start: 25-Aug-2016Term End: 30-Mar-2020

9400 W Higgins Rd4098Rosemont, IL 60018-4976

Jones, Jennifer, CAE


Position: MemberTerm Start: 20-Jul-2017Term End: 10-Mar-2018

941 Forest Ridge PkwySchertz, TX 78154

Kampfer, Craig, MD






ResidentHome: (719)510-9613Email: [email protected]

Position: MemberTerm Start: 13-Dec-2016Term End: 10-Mar-2018

1639 Fulton St Apt DSan Francisco, CA 94117

Khanna, Krishn, MD


Position: MemberTerm Start: 14-Apr-2017Term End: 10-Mar-2018

200 1st st SWRochester, MN 55905

Labott, Joshua, BS

Position: MemberTerm Start: 08-May-2017Term End: 10-Mar-2018

Department of Orthopaedics, Box 11885 East 98th Street, 9th FloorNew York, NY 10029

London, Daniel, MD, MS

Email: [email protected]: MemberTerm Start: 17-Mar-2017Term End: 10-Mar-2018

5115 Park PlaceApt 556Charlotte, NC 28209

Marinello, Patrick, MD



601 Waccamaw AvenueColumbia, SC 29205

Mathews, Candler, III, BS






Email: [email protected]: MemberTerm Start: 03-Feb-2017Term End: 10-Mar-2018

2417 N Greenview Ave Unit 1Chicago, IL 60614

McCarthy, Michael, MD, MPH

Email: [email protected]: MemberTerm Start: 19-Jun-2017Term End: 10-Mar-2018

Dept of Orthopaedics Room 1402301 East 17th StreetNew York, NY 10003

Morton, Jessica, MD

Email: [email protected]: ChairTerm Start: 17-Mar-2017Term End: 10-Mar-2018

759 W 15th StChicago, IL 60607-5139

Patel, Kushal, MD

Resident PhysicianWork: (352)213-5421Email: [email protected]

Position: MemberTerm Start: 24-Jan-2017Term End: 01-Jun-2018

126 Macy PlMobile, AL 36604-1213

Pearce, Stephanie, MD


Position: MemberTerm Start: 30-Aug-2017Term End: 10-Mar-2018

1082 NW 33rd ManorPompano Beach, FL 33064-5931

Polansky, Scott, DO







100 North Academy AvenueDanville, PA 17822-2130

Richard, Raveesh, MD

Email: [email protected]: MemberTerm Start: 19-Jan-2018Term End: 09-Mar-2018

Department of Orthopaedics22 S Green StBaltimore, MD 21201

Shield, William, MD


330 Brookline AveBoston, MA 02215

Sibilski, Agnes, BA


c/o Graduate Medical Education4190 City AvenuePhiladelphia, PA 19131

Siddiqi, Ahmed, DO

Manager, ExaminationsWork: (847)384-4105Email: [email protected]


9400 W Higgins Rd5012Rosemont, IL 60018

Sprague, Jon







310 E 71st St Apt 5ENew York, NY 10021-5268

Swarup, Ishaan, MD



1215 W. 10th St. Apt 935Cleveland, OH 44113

Trivedi, Nikunj, MD

Email: [email protected]: MemberTerm Start: 14-Nov-2016Term End: 10-Mar-2018

Department of OrthopaedicsHSC-T-18 Rm 089Stony Brook, NY 11794-8181

Vojdani, Saman, MD

Society Relations ManagerWork: (847)384-4366Fax: (847)823-0536Email: [email protected]


9400 W Higgins Rd Ste 1004093Rosemont, IL 60018-4975

Volland, Erin


1 Academy Circle Apt. 207Biddle HallPhiladelphia, PA 19146

Wu, Hao-Hua, MD


of 2 Public Disclosure Information for Governance Unit


Kushal Patel, MD (Chair): (This individual reported nothing to disclose); Submitted on: 01/22/2018 Yousif Atwan, MD (Member): No disclosure available Timothy Beals, DO (Member): No disclosure available Timothy Beals, DO (Member): No disclosure available Travis Blood, MD (Member): (This individual reported nothing to disclose); Submitted on: 10/03/2017 Benjamin Maurice Braun, MD (Member): (This individual reported nothing to disclose); Submitted on: 12/27/2017 Bonnie Chien, MD (Member): (This individual reported nothing to disclose); Submitted on: 01/16/2018 Stuart Joseph Davidson, MD (Member): No disclosure available Peter Aaron Gold, MD (Member): (This individual reported nothing to disclose); Submitted on: 06/01/2017 Gabriel R Gonzales (Member): (This individual reported nothing to disclose); Submitted on: 01/27/2018

Benjamin Gundlach, MD (Member): No disclosure available Arun Hariharan, MD (Member): (This individual reported nothing to disclose); Submitted on: 10/02/2017 Daniel Y Hong (Member): (This individual reported nothing to disclose); Submitted on: 01/15/2018 Daniel John Houskamp, MD (Member): (This individual reported nothing to disclose); Submitted on: 04/20/2016 Andrew Jensen, MD (Member): (This individual reported nothing to disclose); Submitted on: 11/27/2017 Jose H Jimenez-Almonte, MD (Member): Submitted on: 10/02/2017 AAOS: Board or committee member American Association of Hip and Knee Surgeons: Board or committee member Craig Allan Kampfer, MD (Member): (This individual reported nothing to disclose); Submitted on: 07/19/2017 Krishn Khanna, MD (Member): (This individual reported nothing to disclose); Submitted on: 05/10/2017 Joshua Richard Labott, BS (Member): No disclosure available Daniel London, MD, MS (Member): (This individual reported nothing to disclose); Submitted on: 10/07/2017 Patrick Gaetano Marinello, MD (Member): Submitted on: 10/06/2017 AAOS: Board or committee member American Society for Surgery of the Hand: Board or committee member Candler Grady Mathews III, BS (Member): (This individual reported nothing to disclose); Submitted on: 12/05/2017 Michael Hall McCarthy, MD, MPH (Member): (This individual reported nothing to disclose); Submitted on: 10/06/2017 Jessica Morton, MD (Member): (This individual reported nothing to disclose); Submitted on: 05/29/2017 Stephanie S Pearce, MD (Member): (This individual reported nothing to disclose); Submitted on: 10/06/2017 Scott Polansky, DO (Member): (This individual reported nothing to disclose); Submitted on: 01/26/2018 Raveesh D Richard, MD (Member): (This individual reported nothing to disclose); Submitted on: 01/23/2018 William Shield, MD (Member): (This individual reported nothing to disclose); Submitted on: 05/24/2017 Agnes Sibilski, BA (Member): (This individual reported nothing to disclose); Submitted on: 06/05/2013 Ahmed Siddiqi, DO (Member): (This individual reported nothing to disclose); Submitted on: 02/14/2018

of 2Public Disclosure Information

for Governance Unit

Ishaan Swarup, MD (Member): (This individual reported nothing to disclose); Submitted on: 10/06/2017

Nikunj Trivedi, MD (Member): (This individual reported nothing to disclose); Submitted on: 01/22/2018

Saman Vojdani, MD (Member): (This individual reported nothing to disclose); Submitted on: 03/11/2017

Hao-Hua Wu, MD (Member): (This individual reported nothing to disclose); Submitted on: 11/02/2017

Kristen Erickson, CAE (Staff Liaison): (This individual reported nothing to disclose); Submitted on: 10/06/2017

Jon Sprague (Staff Liaison): (This individual reported nothing to disclose); Submitted on: 10/06/2017

Erin Volland (Staff Liaison): (This individual reported nothing to disclose); Submitted on: 10/06/2017

Resident Assembly Overview – 2018 Page 1

The Resident Assembly – Overview (www.aaos.org/residents)

Created by residents, for residents.

Background At the AAOS Annual Meeting in New Orleans in March of 2010, two residents, Dr. Dan Prince and Dr. Dan Master, approached the Candidate, Resident and Fellow Committee (CRFC) about creating a resident entity within the Academy. When Dr. Todd Milbrandt became the Chair of the CRFC, he created a workgroup, chaired by Dr. Nathan Skelley, to research other resident entities within medical associations, and to conduct a survey of residents to understand resident interest. The results were overwhelmingly positive. Dr. Young-Jo Kim then became the Chair of the CRFC and kept the creation of the Resident Assembly a priority. The Policies and Procedures were created along with a business plan, and after multiple edits and revisions the Council on Education and later, the Board of Directors, approved the AAOS Resident Assembly (RA) in September 2014. The RA is an advisory body to the AAOS on issues of importance to orthopaedic residents. In addition, the RA provides a forum to allow orthopaedic residents to embrace their roles as patient advocates and life-long learners. The AAOS Resident Assembly aspires to be an integral and meaningful part of AAOS. Reporting Relationship The RA reports to the Emerging Professionals Committee (EPC) which reports to the Membership and Leader Development Committee. Leadership An executive committee of ten individuals leads the RA. Members of the Executive Committee include three officers – chair, vice chair, and past chair – five subject matter committee chairs and two members-at-large. Each position is a one-year term. The chair and vice-chair are selected from the Executive Committee members by the RA Nominating Committee. The past chair is the immediate former chair. Subject matter committee chairs are selected by their respective committees and members-at-large are elected by the residents. Residents must have served on a subject matter committee for one year to be eligible to run for a member-at-large position. Membership The Resident Assembly is comprised of resident delegates, resident members, medical students, emeritus members and international members. Each residency program is encouraged to appoint a voting delegate to represent its program on matters of importance to residents in the matter of their choosing. The Resident Delegates represent their respective programs, vote on important issues, elect members-at-large, enhance communications, and acquire relevant information from and for the RA.

http://www.aaos.org/residents


Additionally all residents are members of the Resident Assembly and are encouraged to participate in an RA subject matter committee. Resident members’ voting privileges only extend to electing members-at-large. Committee Structure The RA has seven standing committees including executive and nominating committees. Additionally, members of the RA can serve on any of the five subject matter committees: Education, Health Policy, Practice Management (Career Development), Research and Technology. The charges are of the committees are as follows: Executive Committee

- Shall be the governing body of the AAOS Resident Assembly - Review all AAOS Resident Assembly Committee reports and actions - Report to the Emerging Professionals Committee - Submit Resident Assembly approved actions to the Emerging Professionals Committee - Promote the Resident Assembly among residents and residency programs - Educate residents and residency programs about the Resident Assembly - Provide orientation to Resident Assembly leadership and membership

Nominating Committee

- Select chair and vice-chair - Review, vet and narrow the pools of applicants for member-at-large positions prior to a vote by

the Resident Assembly Education Committee

- Review existing educational resources - Recommend new offerings - Provide educational opportunities for residents

Health Policy Committee

- Address issues impacting the field of orthopaedic surgery and orthopaedic residency training Practice Management Committee (Career Development Committee)

- Provide information on building a career in orthopaedics - Provide information on fellowship and employment opportunities

Research Committee

- Promote research opportunities - Promote the use of AAOS quality tools


Technology Committee - Identify, develop, test or promote new technologies to facilitate resident productivity, education

and optimize healthcare

Meetings - AAOS Annual Meeting

(The individual or the residency program is responsible for all travel costs incurred by the Delegate or members.) Expected RA delegates and members:

- ALL delegates and members Dates and locations:

- March 6-10, 2018 – New Orleans, LA - March 12-16, 2019 – Las Vegas, NV - March 24-28, 2020 - March 9-13, 2021

- National Orthopaedic Leadership Conference (NOLC)

(The AAOS will assume travel costs, in accordance with the AAOS NOLC Travel Policy, for Executive Committee members.) Dates and locations:

• June 6-9, 2018 – Washington, DC • June 5-9, 2019 – Washington, DC

RA Executive Committee members are expected to attend the NOLC in its entirety: participate in the RA leadership meeting, participate in Capitol Hill visits, attend symposia, and provide feedback through the open microphone sessions. In addition, RA leadership is encouraged strongly to share the information gathered at the meetings with their residency programs and the RA delegates. Fall Meeting (The AAOS will assume travel costs, in accordance with the AAOS Fall Meeting Travel Policy, for Executive Committee members.) Dates and locations:

• October 25-27, 2018 – San Antonio, TX • October 24-26, 2019 – Nashville, TN

RA Executive Committee members are expected to attend the Fall Meeting in its entirety: participate in the RA leadership meeting, attend symposia, and provide feedback through the open microphone sessions. In addition, RA leadership is encouraged strongly to share the information gathered at the meetings with their residency programs and the RA delegates.


Advisory Opinions An advisory opinion is a request about any topic that encourages the AAOS to take action or a request that addresses process issues involving the RA only. Examples would include requests dealing with socioeconomic, membership, or certification issues. Any resident or delegate may submit an advisory opinion for the RA’s consideration and the EPC’s consideration. Advisory opinions are addressed at the RA’s open forum during the AAOS Annual Meeting. The RA Executive Committee makes recommendations for advisory opinions based on the feedback gathered. The delegates vote on the Committee’s recommendations at the RA annual business meeting. The advisory opinions approved by the RA delegates are forwarded to the EPC that will vote and make recommendations to the Membership and Leader Development Committee. The Membership and Leader Development Committee will vote and make recommendations on the RA advisory opinions including if action is necessary by the AAOS Board of Directors. For additional RA information, visit http://www.aaos.org/residents or contact [email protected], Erin Volland, CAE ([email protected] or 847.384.4366) or Kristen Erickson ([email protected] or 847.384.4343).

http://www.aaos.org/residents

mailto:[email protected]



Informational Items

AAOS Mandatory Disclosure Policy Page 1

AAOS MANDATORY DISCLOSURE POLICY: Governance Groups (except Board of Directors), Continuing Medical

Education Contributors, Senior Management Team Members, and Others Philosophy In order to promote transparency and confidence in the educational programs and in the decisions of the American Academy of Orthopaedic Surgeons and the American Association of Orthopaedic Surgeons (hereinafter collectively referred to as “AAOS”), the AAOS Board of Directors has adopted this mandatory disclosure policy. The actions and expressions of Fellows or Members providing education of the highest quality or in shaping AAOS policy must be as free of outside influence as possible and any relevant potentially conflicting interests or commercial relationships must be disclosed. Because the AAOS depends upon voluntary service by Fellows and Members to conduct its educational programs and achieve its organizational goals, this disclosure policy has been designed to be realistic and workable. The AAOS does not view the existence of these interests or relationships as necessarily implying bias or decreasing the value of your participation in the AAOS. Who Must Disclose Each participant in the AAOS CME program or author of enduring materials, member of the AAOS Board of Directors, Board of Councilors, Board of Specialty Societies, Councils, Cabinets, Committees, Project Teams or other official AAOS groups (collectively “AAOS governance groups”), editors-in-chief and editorial boards and AAOS clinical practice guidelines, appropriate use criteria and performance measures development workgroups, has the obligation to disclose all potentially conflicting interests. Each participant in the AAOS CME program or author of enduring materials, AAOS governance groups, editors-in-chief and editorial boards and AAOS clinical practice guidelines, appropriate use criteria and performance measures development workgroups must disclose relevant activities or relationships through the AAOS Orthopaedic Disclosure Program. Responsibility of the Individual Who Discloses Using a uniform form approved by the AAOS Board of Directors, participants are responsible for providing information to the AAOS Orthopaedic Disclosure Program regarding the nature of their relationships with commercial entities relating to orthopaedics. Participants are responsible for the accuracy and completeness of their information. In addition, participants have an obligation to review and update their personal information in the AAOS Orthopaedic Disclosure Program at least semiannually (usually April and October). It is strongly recommended that participants note any changes to the AAOS Orthopaedic Disclosure Program as soon as possible after they occur. All orthopaedic surgeons are encouraged to participate in the AAOS Orthopaedic Disclosure Program.

AAOS Mandatory Disclosure Policy Page 2

Consequences for Failing to Disclose A failure of a required participant to participate in the AAOS Orthopaedic Disclosure Program will result in the participant being asked not to participate in the AAOS CME program, the AAOS governance group, as editor-in-chief or on an editorial board and AAOS clinical practice guidelines, appropriate use criteria and performance measures development workgroups. The most current version of the AAOS Policy for a Fellow or Member Who Fails to Disclose Conflicts of Interest When Required shall govern all actions taken under this provision. Public Disclosure of AAOS Orthopaedic Disclosure Program Information The information in the AAOS Orthopaedic Disclosure Program shall be available to the public and to other AAOS Fellows and Members. In addition, a list of all participants in the AAOS CME program, AAOS governance group or AAOS clinical practice guidelines, appropriate use criteria and performance measures development workgroups, along with their disclosures, will be included in all meeting materials. Disclosure of Potential Conflicts of Interests at AAOS Governance Meetings As indicated above, a list of all participants in the AAOS governance group, along with their current disclosures, will be included in all meeting materials. Participants in AAOS governance groups (except for the Board of Councilors and Board of Specialty Societies) have an obligation to indicate any potential conflicts they may have during discussions affecting their personal interests during the meeting of the AAOS governance group. At each meeting of the AAOS governance group, members of the group will be reminded that full disclosure must be made of any potential conflict of interest when a matter involving that interest is discussed. The chair of the governance group shall also have the prerogative of requesting a participant to provide further information or an explanation if the chair identifies a potential conflict of interest regarding that participant. The chair shall be guided by the most current version of the Protocol for the President to Use in Handling Potential Conflict of Interest Issues Before the AAOS Board of Directors. Based on the information provided in the AAOS Orthopaedic Disclosure Program and/or upon a further review, the chair of the AAOS governance group may determine that the participant shall: Disclose the potential conflict and continue to participate fully in the AAOS governance group’s

discussions and vote; [“Disclosure Option”] Disclose the potential conflict, address any questions other members of the group have on the

subject, then leave the room and not participate in further discussion and vote [“Recusal from Vote option”] or

Depart from the room until the matter has been fully discussed and acted upon. [“Recusal from Discussion and Vote option”].

If one of these actions is taken, it should be reflected in the minutes of the AAOS governance group’s meeting. Adopted: February 2007; Revised: December 2009; February 2012

As adopted September 2011

AAOS POLICY FOR A FELLOW OR MEMBER WHO FAILS TO DISCLOSE CONFLICTS OF INTEREST

WHEN REQUIRED

AAOS Orthopaedic Disclosure Program Background

1. Each Fellow or Member participating in an AAOS CME program, serving as an author ofenduring materials, as a member of the AAOS Councils, Cabinets, Committees, ProjectTeams or other official AAOS groups, editors-in-chief and editorial boards or AAOSguideline development workgroups has the obligation to disclose all potentiallyconflicting interests through the AAOS Orthopaedic Disclosure Program.

2. Each Fellow or Member is responsible for providing accurate and complete informationto the AAOS Orthopaedic Disclosure Program regarding the nature of his or herrelationships with commercial entities relating to orthopaedics, which must be updated atleast semiannually (usually April and October). It is recommended that participants noteany changes to the AAOS Orthopaedic Disclosure Program as soon as possible after thechanges occur.

3. The AAOS Orthopaedic Disclosure Policy expressly provides that “a failure of a requiredparticipant to participate in the AAOS Orthopaedic Disclosure Program will result in theparticipant being asked not to participate in the AAOS CME program, the AAOSgovernance group, as editor-in-chief or on an editorial board and AAOS guidelinedevelopment.”

4. All Fellows and Members are encouraged to participate in the AAOS OrthopaedicDisclosure Program.

Directions for Handling Failure of Fellow or Member to Disclose When Required

1. Upon receipt of notice that an AAOS Fellow or Member has failed to disclose a conflictof interest when required, AAOS staff shall discuss the disclosure matter with the Fellowor Member who failed to disclose. If unsuccessful in obtaining the disclosure, AAOSstaff shall then talk with the appropriate Committee/Project/Group Chair. From thesediscussions, AAOS staff will follow AAOS Orthopaedic Disclosure Policy in an effort toobtain the Fellow or Member’s disclosure, time permitting.

As adopted September 2011

2. If unsuccessful in obtaining a disclosure, staff will prepare a summary with recommendations on handling the matter, including the following information:

a. The identity of the Fellow or Member and his/her role within the project/program; b. Background on the project/ program/guideline involved; c. Documentation on attempts to have the Fellow or Member complete the

Disclosure Report; and d. Any materials related to known conflict(s) of interest (e.g., prior disclosures;

industry website disclosure report, if available/applicable).

3. The summary will be presented to the Department Manager and/or Executive Team member for review and resolution of the disclosure issue in conjunction with the Committee/Project/Group Chair.

4. If the issue cannot be satisfactorily resolved and there is no disclosure, AAOS staff shall

submit an updated summary, with supporting materials, to the Office of General Counsel. The Office of General Counsel shall determine the appropriate action for AAOS to take. The Office of General Counsel will inform the Presidential Line of any actions under consideration for failure to report. In addition, as appropriate, the Office of General Counsel will request the assistance of the Committee on Outside Interests regarding appropriate actions for failure to report.

5. All incidents of failure to disclose must be submitted to the Office of General Counsel. 6. On an annual basis, the Committee on Outside Interests will review a report developed by

the Office of General Counsel documenting any and all incidents of nondisclosure within Academy programs.

The AAOS disclosure and conflict of interest processes are being developed and reviewed with the goal of transparent and appropriate decision-making. This protocol was developed to provide guidance to the various Committee/Program/Group Chairs, Editors, and appropriate staff on challenging conflict of interest issues. This protocol may be modified as other AAOS policies and procedures are developed. Adopted: September 23, 2011

As revised December 2011

AAOS POLICY FOR A FELLOW OR MEMBER WHO FAILS TO DISCLOSE CONFLICTS OF INTEREST ACCURATELY

AND COMPLETELY

AAOS Orthopaedic Disclosure Program Background

1. Each Fellow or Member participating in an AAOS CME program, serving as an author of enduring materials, as a member of the AAOS Councils, Cabinets, Committees, Project Teams or other official AAOS groups, editors-in-chief and editorial boards or AAOS guideline development workgroups has the obligation to disclose all potentially conflicting interests accurately and completely through the AAOS Orthopaedic Disclosure Program.

2. Each Fellow or Member is responsible for providing accurate and complete information

to the AAOS Orthopaedic Disclosure Program regarding the nature of his or her relationships with commercial entities relating to orthopaedics, which must be updated at least semiannually (usually April and October). It is recommended that participants note any changes to the AAOS Orthopaedic Disclosure Program as soon as possible after the changes occur.

Directions for Handling Failure of Fellow or Member to Disclose Accurately and Completely 1. Upon receipt of notice that an AAOS Fellow or Member has failed to disclose a conflict

of interest accurately or completely, AAOS staff shall discuss the disclosure deficiency with the Fellow or Member. If unsuccessful at obtaining accurate and complete disclosure, AAOS staff shall then talk with the appropriate Committee/Project/Group Chair. From these discussions, AAOS staff will follow AAOS Orthopaedic Disclosure Policy in an effort to obtain the Fellow or Member’s accurate and complete disclosure, time permitting.

2. If unsuccessful in obtaining an accurate and complete disclosure, staff will prepare a

summary with recommendations on handling the matter, including the following information:

a. The identity of the Fellow or Member and his/her role within the project/program; b. Background on the project/ program/guideline involved; c. Documentation on attempts to have the Fellow or Member complete the

Disclosure Report accurately and completely; and

As revised December 2011

d. Any materials related to known conflict(s) of interest (e.g., prior disclosures; industry website disclosure report, if available/applicable).

3. The summary will be presented to the Department Manager and/or Executive Team

member for review and resolution of the disclosure deficiency issue in conjunction with the Committee/Project/Group Chair.

4. If the issue cannot be satisfactorily resolved, AAOS staff shall submit an updated

summary, with supporting materials, to the Office of General Counsel. The Office of General Counsel shall advise the President regarding the appropriate action for AAOS to take. The President of AAOS shall make the final decision regarding matters of accurate and complete disclosure.

As appropriate, the Office of General Counsel will request the assistance of the Committee on Outside Interests in developing recommendations for the President regarding appropriate actions for failure to accurately and completely report.

5. All incidents of failure to accurately and completely disclose must be submitted to the

Office of General Counsel. 6. On an annual basis, the Committee on Outside Interests will review a report developed by

the Office of General Counsel documenting any and all incidents of failure to accurately and completely disclose within Academy programs.

The AAOS disclosure and conflict of interest processes are being developed and reviewed with the goal of transparent and appropriate decision-making. This protocol was developed to provide guidance to the various Committee/Program/Group Chairs, Editors, and appropriate staff on challenging conflict of interest issues. This protocol may be modified as other AAOS policies and procedures are developed. Adopted: September, 2011 Revised: December 2011

1

AAOS ANTITRUST REMINDER Discussions at meetings of the American Academy of Orthopaedic Surgeons and the American Association of Orthopaedic Surgeons (collectively “AAOS”) often cover a broad range of topics pertinent to the interests or concerns of orthopaedic surgeons. As a general rule, except as noted below, discussions at AAOS meetings can address virtually any topic without raising antitrust concerns if the discussions are kept scrupulously free of even the suggestion of private regulation of the profession. However, a number of topics that might be (and have been) discussed at AAOS meetings may raise significant complex antitrust concerns. These include:

• Membership admissions, rejections, restrictions, and terminations;

• Professional compliance actions – reprimands, censures, suspensions and expulsions;

• Adoption of and revisions to Standards of Professionalism;

• Method of provision and sale of AAOS products and services to non-

members;

• Restrictions in the selection and requirements for exhibitors at the AAOS Annual Meeting or in CME activities;

• Collecting and distributing certain orthopaedic practice information,

particularly involving practice charges and costs;

• Obtaining and distributing orthopaedic industry price and cost information;

• Professional certification programs;

• Group buying and selling; and

• Inclusions or exclusion of other medical societies in organizational activities or offerings.

When these and related topics are discussed, the convener or members of the AAOS group should seek counsel from the AAOS Office of General Counsel.

AAOS staff has been trained to identify potential antitrust matters. The AAOS relies on the judgment of its staff regarding these matters. AAOS urges its Board, committees and other groups not to participate in discussions that may give the appearance of or constitute an agreement that would violate the antitrust laws. Notwithstanding this reliance, it is the responsibility of each AAOS Board or committee member to avoid raising improper subjects for discussion. This reminder has been

2

prepared to ensure that AAOS members and other participants in AAOS meetings are aware of this obligation. The “Do Not’s” and “Do’s” presented below highlight only the most basic antitrust principles that may come before medical associations, like AAOS. AAOS members and staff participating in AAOS meetings should consult with the AAOS Office of General Counsel in all cases involving specific questions, interpretations or advice regarding antitrust matters. Do Nots 1. Do not, in fact or appearance, discuss or exchange information regarding:

a. Individual company prices, price changes, price differentials, mark-ups, discounts, allowances, credit terms, etc. or any other data that may bear on price, such as costs, production, capacity, inventories, sales, etc.

b. Raising, lowering or “stabilizing” orthopaedic prices or fees; c. What constitutes a fair profit or margin level; d. The availability of products or services; e. The allocation of markets, territories or patients.

2. Do not suggest or imply that AAOS members should or should not deal with certain

other persons or firms. 3. Do not foster unfair practices regarding advertising, standardization, certification or

accreditation. 4. Do not discuss or exchange information regarding the above matters during social

gatherings, incidental to AAOS-sponsored meetings. 5. Do not make oral or written statements on important issues on behalf of AAOS

without appropriate authority to do so. Do 1. Do adhere to prepared agenda for all AAOS meetings, ideally distributed in advance.

Agendas should be sufficiently detailed to disclosure the nature of the discussions to be held. It is generally permissible for agendas to include discussions of such varied topics as professional economic trends, advances and problems in relevant technology or research, various aspects of the science and art of management, and relationships with local, state or federal governments.

2. Do require that a member of the AAOS professional staff participate in every AAOS

meeting, either in person or by conference call. If any meeting is expected to deal with sensitive competitive issues, counsel from the AAOS Office of General Counsel should ordinarily be present. Committee staff should consult with AAOS legal counsel to determine whether the presence of counsel is advisable. If AAOS legal

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counsel is not at the meeting, members and staff should not hesitate to consult the AAOS Office of General Counsel as necessary.

3. Do ensure that a record of all meeting, consisting of formal minutes or a memo to the

file, should be made by AAOS committee staff. 4. Do object whenever meeting summaries do not accurately reflect the matters that

occurred. 5. Do consult with AAOS counsel on all antitrust questions relating to discussions at

AAOS meetings. 6. Do object to and do not participate in any discussions or meeting activities that you

believe violate the antitrust laws; dissociate yourself from any such discussions or activities and leave any meeting in which they continue.

Special Guidelines for Collecting and Distributing Information The collection and distribution of information regarding business practices is a traditional function of associations and is well-recognized under the law as appropriate, legal and consistent with the antitrust laws. However, if conducted improperly, such information gathering and distributing activities might be viewed as facilitating an express or implied agreement among association members to adhere to the same business practices. For this reason, special general guidelines have developed over time regarding association’s reporting on information collected from and disseminated to members. Any exceptions to these general guidelines should be made only after discussion with the AAOS Office of General Counsel. These general guidelines include: 1. Member participation in the statistical reporting program is voluntary. The statistical

reporting program should be conducted without coercion or penalty. Non-members should be allowed to participate in the statistical reporting program if eligible; however, if there is a fee involved, they may be charged a reasonably higher fee than members.

2. Information should be collected via a written instrument that clearly sets forth what is being requested.

3. The data that is collected should be about past transactions or activities; particularly if the survey deals with prices and price terms (including charges, costs, wages, benefits, discounts, etc,), it should be historic, i.e., more than three months old.

4. The data should be collected by either the AAOS or an independent third party not connected with any one member.

5. Data on individual orthopaedic surgeons should be kept confidential.

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6. There should be a sufficient number of participants to prevent specific responses or data from being attributable to any one respondent. As a general rule, there should be at least five respondents reporting data upon which any statistic or item is based, and no individual’s data should represent more than 25% on a weighted average of that statistic or item.

7. Composite/aggregate data should be available to all participants – both members and

non-members. The data may be categorized, e.g., geographically, and ranges and averages may be used. No member should be given access to the raw data. Disclosure of individual data could serve to promote uniformity and reduce competition.

8. As a general rule, there should be no discussion or agreement as to how members

should adjust, plan or carry out their practices based on the results of the survey. Each member should analyze the data and make business decisions independently.

CONCLUSION This reminder has been written to avoid any violation of the law by AAOS members and staff and any activity that might give the appearance of illegality. However, no set of guidelines can address every possible type of inappropriate or unlawful activity. AAOS members and staff should use careful judgment to identify situation where AAOS activities, or discussions at AAOS-sponsored meetings, may violate federal or state law or may be perceived as doing so. In those cases, it is the responsibility of the member and staff to avoid these situations and consult with the AAOS Office of General Counsel when necessary. Adopted: June 2005 Revised: December 2014

American Academy of Orthopaedic Surgeons December 2015

AAOS Strategic Plan: 2018 - 2022

AAOS Mission: Serving our profession to provide the highest quality musculoskeletal care.

AAOS Vision: Keeping the world in motion through the prevention and treatment of musculoskeletal conditions.

Core Values: The following values reflect our inviolable guiding principles: o Excellence: Develop, encourage and reward the highest standards in all of our endeavors.o Professionalism: Account for the highest professional, clinical and ethical standards to our peers,

our patients and the public with integrity and transparency.o Leadership: Champion the development and advancement of future leaders, through example,

education and experience in our organization, our practices and the world.o Collegiality: Embrace diversity and unity with our patients, our profession and our stakeholders.o Lifelong Learning: Commit to professional education by advancing the science and art of

orthopaedic medicine for the needs of our patients.

Strategic Domains: Each domain is equally critical to the successful achievement of the AAOS’ mission and vision: o Accountability: Maintain an efficient, nimble and fiscally accountable organization responsive to

member needs.o Advocacy: Champion the interests of the orthopaedic profession to provide access to care and be a

resourceful ally for orthopaedic surgeons and musculoskeletal patients.o Education: Promote AAOS as the premier resource for orthopaedic learning.o Membership: Anticipate, understand and respond to the needs of our current and future members.o Organizational Excellence: Maintain an efficient, nimble and lean governance and operational

organization responsive to member needs.o Quality and Patient Value: Empower orthopaedic surgeons to be leaders in quality musculoskeletal

healthcare teams as a means to deliver value to our patients through evidence-based cost efficientpractices.

Essential Components: Each component is critical to the successful achievement of the AAOS mission and vision. The components resonate through some or all of the strategic domains: o Communicationso International Initiativeso Partnershipso Researcho Technology

AAOS Code of Ethics for Governance and Management – Page 1

AAOS CODE OF ETHICS FOR GOVERNANCE AND MANAGEMENT

The American Academy of Orthopaedic Surgeons and the American Association of Orthopaedic Surgeons (collectively “AAOS”) expects all of its volunteers and its employees to act in accordance with the highest standards of personal and professional integrity in all aspects of their activities; to comply with all applicable laws, rules, and regulations; to deter wrongdoing; and to abide by all duly adopted AAOS policies and procedures. This AAOS Code of Ethics applies to members of the Board of Directors, Council or Cabinet Chairs, Advisory Board Chairs, Committee Chairs, the Executive Management Team, and the Senior Management Team. This AAOS Code of Ethics is intended to supplement the AAOS Standards of Professionalism and Code of Medical Ethics and Professionalism for Orthopaedic Surgeons (for orthopaedic volunteers) and the most recent edition of the AAOS Personnel Policy Manual (for AAOS employees). Those to whom this AAOS Code of Ethics applies agree to:

Engage in and promote honest and ethical conduct, including the ethical handling of actual and potential conflicts of interest between personal and professional relationships;

Recognize conflicts of interest and disclose to the Board of Directors, Council/Cabinet, or Executive Management Team (as appropriate for your position) and to the Committee on Outside Interests any material transactions or relationships that reasonably could be expected to give rise to such conflicts;

Respect the confidentiality of information acquired in the course of your duties; Provide colleagues with information that is accurate, complete, objective, relevant, timely

and understandable; Comply with applicable laws, rules and regulations of federal, state and local

governments; Act in good faith, with due care, competence, and diligence, without misrepresenting

material facts or allowing independent judgment to be subordinated; Assure the responsible use of and control of all assets, resources, and information in the

possession of the AAOS and related organizations; and Promptly refer any questions about or any alleged violations of this Code of Ethics to the

President of the AAOS. The AAOS Board of Directors shall have the discretionary authority to approve any deviation or waiver from this AAOS Code of Ethics and shall determine what action, if any, is appropriate for any real or alleged violation. Adopted: June 2004 Revised: December 2014

FUTURE AAOS MEETINGS 2018-2021

Annual Meeting

• March 12-16, 2019 – Las Vegas, NV• March 24-28, 2020• March 9-13, 2021

National Orthopaedic Leadership Conference (NOLC)

• June 6-9, 2018 – Washington, DC• June 5-8, 2019 – Washington, DC

Fall Meeting

• October 25-27, 2018 – San Antonio, TX• October 24-26, 2019 – Nashville, TN

Note: The AAOS Travel Policy only applies to the AAOS Annual Meeting. The AAOS NOLC and the AAOS Fall Meeting have separate travel policies.

Early Housing Reservations 2019 Annual Meeting – Las Vegas, NV

Meeting Dates: March 12-16 Exhibit Dates: March 13-15

AAOS members attending the Annual Meeting are encouraged to book sleeping room reservations EARLY for the 2019 Las Vegas meeting at the Venetian/Sands Expo.

Reservations can be made online or at the 2018-19 Housing Desk located in Academy Hall B at the Morial Convention Center.

2018 - 2019 Housing Desk Date(s) & Time(s)

Morial Convention Center Academy Hall B

Monday, March 5 2:00 PM 6:00 PM Tuesday, March 6 7:00 AM 6:00 PM

Wednesday, March 7 7:00 AM 6:00 PM Thursday, March 8 7:00 AM 6:00 PM

Friday, March 9 7:00 AM 6:00 PM

2019 Online Housing Date(s)

https://www.wynjade.com/aaos19 March 5 – March 30, 2018

Rooms at the Venetian and Palazzo Hotels will go fast. Don’t miss out! This offer ends March 30.

https://www.wynjade.com/aaos19

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