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What Our Attendees Are Saying

“Thank you for including me in the first-ever Veterinary Financial Summit! There was so much value in this experience for me as both an attendee and a speaker and I’m excited to have found meaningful connections with multiple conference attendees and speakers who I’m looking forward to continuing to connect with in the future.

This is an amazing brain trust and I hope that I was able to add incredible value and a unique viewpoint and perspective to your program.

PS. Loved movie night! So cool!”

Angela Demaree, DVM, MPH, CHPC

“I wanted to say thank you for this past weekend! I never thought that I would have been able to pay attention that long and that intently to financial discussions! It was a great time, met some great people, and learned a lot as well!

I have already met once with my accountability buddy, and I think it’s going to go well for the both of us, since we are in similar situations in pursuing acquisition of practices.

I truly enjoyed my experience with you at the Summit and look forward to future events!!”

John Sampson, BVMS

“The Vet Financial Summit is an amazing arena to connect like-minded individuals, but also provide support to those of us who are not as knowledgeable in personal or business finance.

Really looking forward to the follow-up accountability.

You guys are really doing a bang up job! You should have a great big beverage and toast yourselves for a FABULOUS job!”

Hailey Gentile, DVM

“I found many of the sessions to be inspiring. This conference exceeded my expectations. That being said, I found Meagan’s Student Loan Repayment Planning to be so incredibly useful. As someone who is trying to navigate a significant amount of debt this really helped point me in the right direction and her examples were so helpful. I also found both days of The Great Debate very informative.”

Christina Whitcomb, DVM

“This event was superbly organized and had a good diversity of topics related to finance and business. I learned from other speakers and found attending their talks beneficial. I feel this event is making a very positive contribution to the vet profession.”
Jim Clark, MBA, Professor at UC Davis

“I loved the soapbox series. I always find it so interesting and valuable to hear others’ stories, how they think and are doing things. It was a great way get little tidbits into other vets’ lives.”
Amanda Cormier, DVM

“I did like the balance / lifestyle / self care type of presentation. The advanced investing was helpful. The end part was very important and helpful!”
Ray Ramirez, DVM

“I signed up for the conference because my hospital finances need improvement, but I ended up getting help with my personal finances as well!”
Margaret Dunnett, DVM

“Thank you for developing this Summit! Great speakers and info!! I wish this was available in vet school!

Loved all of the investment info as I feel like a toddler when it comes to that topic!

This was such an amazing experience, thank you all for putting it together and for all of the speakers for sharing your talents!!”

Dawn Fiedorczyk, DVM

“On a personal level I loved the Travel Hacking session. The practice valuation session was very helpful to me and where I am at in my career.”
Jennifer Iannaccone, DVM

“I cannot thank you enough for all your hard work and dedication to help veterinarians manage their finances wisely!”
Tim McFillin, CLTC, Speaker

“Thank you for inviting me to participate. Great job organizing the Summit. It was fun!”
Bonnie Bragdon, DVM, MS, Speaker

“What an amazing program you guys provided. In all sincerity, I can’t remember the last time I saw such a fantastic roster of speakers or such a great syllabus. Very proud to have stood shoulder to shoulder with you and the rest of the faculty on this.”
Bash Halow, BA, CVPM, LVT, speaker

“Thanks for this weekend, looking forward to continuing with my accountability group!”
Lindsay Batson, DVM

“Great financial conference! The games were fun! Very happy with the virtual set up!”
Alexandra Myhal, DVM

“This was a really interesting conference. Lots of information to put to good use… starting now.”
Tammy Lons, DVM, Speaker

“Outstanding conference!! Thank you Phil Zeltzman, Meredith Jones, the entire team, and all the speakers! Thanks to all the speakers for your time and knowledge! Well executed and organized.”
Mark Nunez, DVM, speaker

“I felt like the content was diverse, the other speakers were great, and the technology worked well!”
Andrew Rotz, CFP®, CCFC, speaker

“I loved the first sessions of each day! They were so simple and inspirational and so easy to understand. I also loved the normalization of vets being rich – and the multiple sessions on making extra income. I love this Summit so much!!”
Darby Horne, DVM

“I was very surprised to find that I really got a lot out of the session on insurance – really well done – a dry topic made interesting by great presenters!”
Michele Leatherbury, DVM

“Thank you for an amazing Summit. Beyond grateful for the mind shift that was triggered during this summit. I am excited and energized!! I honestly cannot thank you enough for the opportunity. Life changing”
Ida Mulenga, BVSc

“What a great weekend of learning! Thank you so much for wonderful talks and learning Meredith Jones and Phil Zeltzman!”
Melanie Barham, DVM, Speaker

“That was the most organized, well run Virtual I have been a part of this year and I have been in 3 already!”
Wynne DiGrassie, DVM, MS, Diplomate ACT, CVA

“This Summit was great. Thank you for allowing me to partner with your group! Thanks for the accountability groups. I feel this is a critical component of success… People to keep you accountable, cheer you on & give you great ideas.”
Cheryl Mckenna, Elite Partner