Veterinary speaking engagements

Financial education built for the decisions veterinary owners actually face.

Practical presentations for peer groups, practice teams, veterinary organizations, and conferences.

Trinity brings practice economics, ownership decisions, personal wealth, retirement plans, and investment markets into one useful conversation. Every engagement is shaped around the audience, the time available, and the decisions they need to make better.

Discuss a Speaking Engagement View Presentation Topics
VMG and peer groups Practice leadership teams Veterinary industry organizations Conferences and webinars
Practice economics See the numbers clearly.

Read financial statements, interpret benchmarks, and understand owner economics.

Ownership decisions Prepare before the terms arrive.

Buy-ins, buy-sells, succession, valuation, and external buyer interest.

Owner wealth Connect the practice and personal plan.

Retirement, estate planning, investments, liquidity, and financial independence.

Economy and markets Understand the wider environment.

Economic policy, market conditions, and what they may mean for the practice and owner.

Focused webinars and meetings
Half-day programs
Full-day programs
Analysis-driven workshops
Built around the room

The same presentation should not be given to every audience.

A peer group comparing practices needs a different session from a conference audience or private leadership team. We adjust the examples, depth, preparation, and deliverables to fit the people in the room.

01

Veterinary peer groups and VMG groups

Use common data, case studies, and group discussion to compare practice performance, compensation, succession, and owner decisions without losing the nuance of each practice.

02

Individual practices and multi-practice organizations

Bring owners, associates, managers, or leadership teams into the same framework around financial statements, benefits, ownership transitions, continuity, and decision-making responsibilities.

03

Veterinary industry organizations and partners

Translate economic, market, financial, and practice trends into practical implications for the customers, practices, and teams your organization supports.

04

Conferences and professional associations

Deliver a focused session with clear learning objectives, current examples, and practical takeaways for a broader veterinary audience.

Why Trinity

The presentation is built from the work - not around a speaker reel.

Our team advises veterinary owners on practice financials, benchmarks, personal wealth, transactions, succession, retirement plans, and investments. The presentations draw from that work.

Veterinary-specific evidence

Use the numbers behind the industry.

Published benchmark research, aggregated group data, practice financial statements, compensation studies, and real ownership scenarios create a more useful discussion.

One connected view

Keep the practice and owner in the same conversation.

Practice economics, personal planning, investments, taxes, retirement benefits, and ownership decisions are evaluated as related issues rather than isolated topics.

Practical next steps

Give the audience a way to act.

Attendees leave with a framework, questions to ask, and decisions to examine - not a long list of broad financial ideas.

The goal is not to make the audience financial experts. It is to help them recognize the right questions earlier and make the next decision with better context.
Formats and pricing

Choose the depth that fits the room.

Most topics can be delivered as a shorter webinar, private meeting, half-day, or full-day program. The right format depends on how much interaction, customization, and analysis the group needs.

Focused webinar or meeting

A 30- to 90-minute session built around one topic, a current update, or a specific group question. The format can include discussion and Q&A without the preparation required for a larger program.

Custom scopePriced below half-day programs

Half-day program

Any combination of presentation topics tailored to the group's interests, attendee mix, and timeframe.

$1,500Plus travel expenses

Full-day program

Expanded versions of selected topics or a broader agenda that allows more case studies, interaction, and practical application.

$2,500Plus travel expenses

Full-day program with Practice Financial Analysis

A deeper working engagement combining group education with individual practice analysis, benchmark context, owner-level financial review, and follow-up support.

$6,000Per participating practice

Final scope, presenters, travel, preparation, participant count, data requirements, deliverables, and fees are confirmed before work begins.

Presentation topics

Build the agenda around the questions your audience is already asking.

Choose one topic, combine several, or use the menu as a starting point for a custom agenda.

Topic 01 Practice economics and benchmarking

Managing by the Numbers

Learn how to read the income statement, balance sheet, and cash flow through an owner's lens. The session connects financial trends and veterinary benchmarks to owner compensation, profitability, reinvestment, practice value, and future decisions.

Typical takeaways: interpreting financial statements, using benchmark context correctly, identifying trends, and understanding where a deeper analysis may be warranted.

Veterinary Compensation and Team Economics

Evaluate wages, production-based pay, benefits, payroll burden, and staffing structure using veterinary-specific data. The presentation can stand alone or be paired with a formal compensation study.

Typical takeaways: comparing compensation consistently, recognizing hidden benefit costs, and separating a pay issue from a productivity or staffing issue.

Topic 02 Economy, markets, and investment decisions

What the Heck Is Happening?

A plain-English review of the U.S. economy, Federal Reserve policy, fiscal trends, equity markets, fixed income, and the global forces affecting practice profitability and owner wealth.

Typical takeaways: what is driving the current environment, which signals matter, and how to separate useful context from short-term market noise.

Trends and Techniques in Personal Financial Planning and Investments

A deeper session on current planning opportunities, portfolio decisions, taxes, liquidity, risk management, and the practical use of public and private investments.

Typical takeaways: evaluating investment roles, coordinating account types, managing concentration, and connecting portfolio decisions to the owner's broader plan.

Topic 03 Ownership transitions, buy-sells, and succession

Buy-Sell and Ownership Transition Planning

Practical guidance on structuring, valuing, and preparing for a practice purchase, associate buy-in, partner transition, or external sale.

Typical takeaways: internal versus external economics, valuation approaches, negotiation considerations, financing, and the financial questions a buy-sell agreement should address.

Update on Veterinary Practice Succession

A current review of succession options, buyer interest, associate readiness, valuation, owner timing, and lessons from recent veterinary transactions.

Typical takeaways: how to preserve options, what changes between an internal and external transition, and which issues should be addressed before a deadline or offer narrows the choices.

Topic 04 Personal financial planning, estate planning, and continuity

DIY Financial Planning

A practical foundation for organizing cash flow, savings, retirement contributions, investments, insurance, debt, and the tools used to measure progress.

Typical takeaways: creating a personal financial system, setting priorities, and recognizing when the practice is carrying too much of the owner's long-term plan.

Personal Estate Planning

Foundational guidance on wills, trusts, incapacity planning, beneficiary decisions, ownership interests, and tax-efficient wealth transfer.

Typical takeaways: which documents and decisions need attention, where practice ownership creates additional complexity, and how the financial plan should coordinate with the estate attorney.

Disaster Drill

A structured continuity exercise using the Disaster Drill Questionnaire to identify vulnerabilities, assign responsibilities, and organize the information the practice may need during an unexpected event.

Typical takeaways: separating sensitive from reference-ready information, defining backup responsibilities, and establishing a repeatable three- to five-year update process.

Topic 05 Practice retirement plans and owner wealth

Prescribing Financial Wellness: Why Your Practice Needs an Employer-Sponsored Retirement Plan

Compare SIMPLE IRA, SEP IRA, and 401(k) structures, including Safe Harbor and Roth features, through the lens of recruiting, retention, owner savings, tax planning, and fiduciary responsibility.

Typical takeaways: understanding the major plan structures, the role of employer contributions, and the responsibilities that come with sponsoring a plan.

Maximizing the Power of Your Plan

Explore how profit sharing, matching, cash balance plans, investment design, and participant education can make the retirement plan more useful to both the owner and the team.

Typical takeaways: improving owner savings, increasing employee participation, evaluating plan economics, and connecting the plan to personal and succession planning.

Topic 06 Custom requests

Build the session around the question.

Not every group needs a standard presentation. Trinity can build a focused session around a current financial topic, planning issue, ownership decision, market development, or group-specific concern.

The scope is confirmed after we understand the audience, the available time, and what the organizer wants attendees to understand or do differently.

Analysis-driven programs

When the education should be tied to the group's actual numbers.

For peer groups and practice organizations ready to go beyond a presentation, Trinity can pair the program with practice-level financial or compensation analysis.

$6,000 per participating practice

Full-day program with Practice Financial Analysis

Each participating practice receives an individual analysis while the group uses aggregated and industry-wide data for education and discussion.

  • Individual Practice Financial Analysis for each participating practice
  • Aggregated group analysis and veterinary benchmark context
  • Instruction on reading and interpreting financial statements
  • Profitability, owner compensation, cash flow, and planning-level value estimates
  • Optional presentation of practice highlights and benchmark differences
  • Individual follow-up review and one year of access for agreed follow-up questions
$2,000 per participating practice

Veterinary Compensation Study

Participating practices submit compensation and benefit information for all roles through a structured template.

  • Analysis of wages, production pay, benefits, payroll burden, and staffing costs
  • Comparison against a proprietary veterinary dataset covering more than $175 million in revenue, $165 million in production, and 1,000 employees
  • Practice-specific and group-level context for compensation decisions
  • Clearer discussion of pay, benefits, staffing, productivity, and retention
Practice data is collected through secure data rooms and detailed checklists. Financial-analysis programs generally require complete information at least two months before the presentation. Group reporting is structured to preserve the agreed level of practice confidentiality.
How the engagement works

Start with the audience and the decision - not the title of a presentation.

You do not need to choose the exact topic before reaching out. The first discussion is used to shape the format, agenda, preparation, and fee.

01 - Context

Define the room.

Who is attending, what roles they hold, the group size, and whether the session is private, virtual, or part of a conference.

02 - Outcome

Clarify the decision.

Identify what the audience should understand, discuss, or be better prepared to do after the session.

03 - Preparation

Build the agenda.

Select or combine topics, determine the right examples, confirm data needs, and coordinate logistics and learning objectives.

04 - Delivery

Make it useful.

Deliver the session, create space for questions and discussion, and provide any materials or follow-up included in the scope.

Designed for veterinary rooms

From private owner meetings to industry conference stages.

Trinity's presentations can be adapted for owners, associates, managers, corporate teams, advisors, or mixed veterinary audiences.

VMG and veterinary peer groups Practice owner and leadership retreats Single and multi-practice organizations Veterinary industry partner education Professional associations and conferences Webinars and private meetings

The agenda, examples, speaker team, and level of technical detail are adjusted to match the audience rather than forcing every group into the same presentation.

Frequently asked questions

Questions about topics, timing, data, and logistics.

Can the presentation be customized?

Yes. The presentation menu is a starting point. Topics can be combined, shortened, expanded, or rebuilt around a specific audience, financial question, ownership issue, or current industry development.

How long can a session be?

Most topics can be delivered in 30 to 90 minutes, a half day, or a full day. The appropriate length depends on the topic, group size, desired interaction, and whether financial data or case studies are included.

Are presentations available in person and virtually?

Yes. Trinity can present in person or virtually. Travel expenses apply to in-person engagements when applicable and are confirmed before the engagement.

What determines the speaking fee?

The fee depends on session length, preparation, customization, presenter requirements, travel, participant count, data analysis, written deliverables, and follow-up support. The agreed scope and fee are confirmed in advance.

Can several topics be combined into one program?

Yes. Half-day and full-day programs are often built by combining topics that naturally connect, such as practice financials and succession, personal planning and investments, or retirement-plan design and employee engagement.

Can the session use our group's actual practice data?

Yes. Trinity can build a deeper program around individual and aggregated Practice Financial Analyses or compensation data. These programs require additional preparation, secure data collection, and an agreed approach to confidentiality.

How far in advance should we begin planning?

Earlier is better for conferences, travel, custom programs, and multi-speaker agendas. Programs using practice financials or compensation data generally require complete information at least two months before the event.

Can Trinity support continuing-education submissions?

Trinity can provide speaker biographies, session descriptions, learning objectives, and presentation materials to support the organizer's submission process. Continuing-education approval remains subject to the organizer and applicable accrediting body.

Can the presentation be recorded or reused?

Recording, distribution, and reuse rights are discussed before the engagement. The terms may differ depending on the presentation, audience, proprietary data, and intended use of the recording.

Plan the session

Tell us who is in the room and what you want them better prepared to decide.

We can recommend the right topic mix, format, preparation, and fee based on the audience and the time available.

Discuss a Speaking Engagement Meet the Veterinary Advisory Team

Educational presentations are provided for general informational purposes and are not individualized investment, tax, legal, accounting, or valuation advice. Any practice analysis, financial planning, investment advisory, retirement-plan, or transaction engagement is separately scoped and documented.