- Are in-office membership plans right for your practice?
- The hidden cost of managing too many practice systems
- 5 AI tools changing optometry
- Growing your practice through technology
- AI in healthcare: Taking a stand
- Does doubling your malpractice insurance limits double your premium?
- What do your malpractice insurance limits mean and how much coverage do you really need?
- Why malpractice insurance pricing isn’t linear and what that means for your coverage
- What is ‘good’ malpractice insurance coverage for optometrists? A practical checklist
- AOA advocacy yields expanding role for optometry in VA Community Care and growing opportunity to serve hometown veterans
- CMS to eliminate use of fax machines for insurance claim attachments
- Build your practice and protect the planet
- Why optometrists working for multiple employers need a portable malpractice policy
- These 5 ICD-10 codes may be excluded from your malpractice insurance policy
- Understanding the difference between claims-made and occurrence policies
- The silent policy: How one optometrist discovered a major flaw in their malpractice insurance policy
- Stay prepared: When young optometrists should apply for malpractice insurance
- Optometric malpractice insurance applications made easy
- The malpractice insurance toolkit for doctors of optometry
- Malpractice insurance 101: Get to know your certificate of insurance
- 5 things optometrists need to know to obtain a malpractice insurance quote
- 5 reasons savvy optometric practice owners invest in cyber liability insurance
- How to choose the right cyber liability insurance policy for your optometric practice
- Questions to ask when reviewing your cyber liability insurance
- HIPAA rule change on substance use disorder records won’t impact most optometrists
- How a cyber attack can bring an optometric practice to a standstill
- The true cost of a cyber attack on an optometric practice
- Two practices, same breach: How cyber insurance changes the outcome
- 2026 MIPS criteria maintain current standards and offer new option for MVP reporting
- Offering affordable care—on my terms
- New AOA resource on FDA regulatory and advertising requirements
- Strategic insights: Choosing the right retirement plan for your practice
- Top questions when reviewing retirement plans
- Reimagining predictable, patient-centered care with VisionHQ
- Barti’s new AI integration brings AOA clinical guidelines into the exam room
- What every young optometrist should know about malpractice insurance
- You’ve been breached—now what?
- 3 risks of relying solely on third-party IT services for protection against cybercrime
- Anatomy of a breach
- AOA Center for Independent Practice expands to serve the next generation
- What is cyber crime?
- 5 types of cybercrime practice owners can’t afford to ignore
- In-office Membership Plans 101: How Forward-thinking Practice Owners are Implementing Membership Plans to Increase Patient Loyalty
- Thinking about switching EHRs?
- 5 key features a long-term disability policy should include
- What is cyber liability insurance and why do optometric practices need it?
- 3 ways to honor staff for Paraoptometric Appreciation Month
- New data source and other changes to CMS’ proposed 2026 Physician Fee Schedule
- AOAExcel® shines the light on top talent
- AOA Innovation Hub premieres at Optometry’s Meeting®
- Medicare Advantage Risk Adjustment audits are overwhelming optometry practices
- This members-only benefit offers something for everyone
- Take a strategic approach to Medicare Advantage records requests
- How to launch a successful career in optometry
- A voice for independent doctors
- Are you prepared?
- How to fill your staffing needs
- The latest on AI and optometry
- More courses, more uses, more impact: Why more AOA member doctors, staff are turning to AOA EyeLearn
- Master paraoptometric certification exam prep with AOA’s study resources
- 5 things every office needs to practice full-scope optometry
- Why thriving practices are prioritizing retirement plans
- What happened to the FTC’s noncompete ban?
- Keeping your practice (and finances) safe
- Is your exam chair ADA compliant?
- 2.9% Medicare cut, broadly panned, looms over 2025 as advocates press Congress
- How to navigate political conversations in your practice
- Making the grade
- Does your malpractice insurance provider measure up?
- The power of delegation
- New technologies shaping optometry’s future
- How AOAExcel makes your life easier
- Next-gen optometry’s focus on independent practice
- Inferiority complexity?
- Is your staff connected? How peer connections benefit practices
- Protecting patient privacy when a clinical observer visits
- Does your practice do in-house billing? Here’s something to know
- Where to start? The tools and resources to leave a positive impact on your patients and community
- AOA boosts support for optometrists rocked by Change Healthcare cyberattack
- Be aware of new classification of employee vs. independent contractor from labor department
- Why optometrists love the AOA Business Card
- Paraoptometric Month
- Patient intake coding for medical diagnoses
- Set your practice up for success
- New federal Corporate Transparency Act
- How to compete with online sellers
- CMS finalizes 2024 physician fee schedule: AOA’s 8 takeaways for optometry
- How do you measure success in your practice?
- 4 tips to elevate the profession and educate the public
- Now we’re talking: Communicating with the public
- Level up your optometric surgical team: AOA launches surgical assistant coursework
- 4 essential personal financial tools for optometrists
- Coding for orthoptic training
- New remote testing option for paraoptometric certification saves time, distance
- Testing 1, 2, 3 … paraoptometric exam handbook, resources for certification testing
- 6 things every hiring practice owner should include in a career center listing
- AOA, leading schools organize to safeguard and expand optometry’s independence
- Co-managed care rife with success stories for patients, doctors
- 3 ways to grow careers and practices at Optometry’s Meeting® 2023
- Why disability insurance is crucial
- Now we’re talking: Interprofessional communication
- Build your practice and protect the planet
- You’ve been served—now what? Where ethical intersects legal
- DEA’s new opioid training mandate: What you need to know
- How to handle bad reviews and ratings
- How the updated position statement can help guide telemedicine in optometry
- 3 questions to ask your malpractice insurance agent
- Optometry’s ‘medical’ eye care opportunity a boon for patients, coordinated care
- AOA Antitrust Compliance Policy
- How the AOA Business Card can benefit your practice
- Combatting inflation
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- Window Tinting
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- bolster your cybersecurity
- Identity Theft
- How the HIPAA Privacy Rule applies in a public health emergency
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- When patients defect: A case study in emotional intelligence
- A career choice
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- The most important questions to ask about disability insurance
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- paraoptometric certification
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- How to successfully navigate Medicare Advantage plans
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Strategies for Practice Transition Planning: AOAExcel partners with Equitable to offer workshop
Strategies for Practice Transition Planning: AOAExcel partners with Equitable to offer workshop
December 14, 2025
The AOA Center for Independent Practice debuts a workshop to help independent optometrists think about the future.
Key Takeaways
- AOAExcel® and the AOA Center for Independent Practice are working to address the needs of independent practitioners.
- A recent workshop, presented with Equitable, was held as part of AOA on Capitol Hill with a discussion on how to assess practice risk level, diversify income streams, and successfully transfer their business when they are ready.
- The workshop builds on the robust benefits offered by AOAExcel, which aims to address the entire lifecycle of a practice.
- AOAExcel leadership plans for more workshops to come.