Medical Education Retreat

The 2019 Annual Education Retreat--Innovations in Medical Education

Tinkam Veale University Center

All faculty members and residents at Case Western Reserve University School of Medicine and Cleveland Clinic Lerner College of Medicine (CCLCM) of Case Western Reserve University are invited to the annual Medical Education Retreat held in the spring each year.  Every year features a different topic for discussion. This day long event includes talks, workshops, and a poster session. Recognition is also given to the Scholarship in Teaching Award Winners, and the winners of the the Foundations of Clinical Medicine Award and the IQ Facilitator Award.

Pre-Retreat Workshop


Academy Educators Portfolio Workshop (Registration Required - Limited Spots Available - Please register only if you are planning to attend)

Retreat Agenda


Registration and Continental Breakfast



Welcome and Introductory Remarks

Pamela B. Davis, MD, PhD, Dean, Case Western Reserve University School of Medicine



Panel: Basic Science Achievements Informing Clinical Medicine Triumphs

Moderator: Abdulla Ghori, MD, DIO, MetroHealth Medical Center

Nancy Bass, MD, University Hospitals

Mitchell Drumm, PhD, School of Medicine

Marvin Natowicz, MD, PhD, Cleveland Clinic



Plenary: Re-thinking the Integration of Basic and Clinical Sciences in Medical Education

Nicole N. Woods, PhD, Director, Centre for Ambulatory Care Education, Women’s College Hospital

Associate Director & Education Scientist, The Wilson Centre; Scientific Director, Research Institute for Healthcare Education, University Health Network

Associate Professor & Education Scientist, Office of Education Scholarship, Department of Family and Community Medicine, University of Toronto 






Concurrent Skill Development Workshops

Please register for one workshop.

Workshop 1: Point of Care Ultrasound Integration into Medical Education

Point of Care Ultrasound (POCUS) is a rapidly emerging tool for clinicians, regardless of specialty. As POCUS becomes more omnipresent in the clinical world, it has also seen rapid uptake as part of undergraduate and graduate medical education. A 2014 national survey of medical schools found that over half of respondents report having a formal POCUS curriculum in place. Adding to the list of schools already doing this, Case Western Reserve University School of Medicine began its first year of POCUS integration this academic year. This workshop is designed to introduce the topic of POCUS, specifically looking at how it can be integrated into undergraduate medical education and the benefits that follow into clinical care. Participants will get to take part in an interactive discussion, followed by an opportunity for hands-on scanning using a handheld ultrasound machine.

  • Charles LoPresti, MD SFHM, Director of Point of Care Ultrasound, Medicine, Louis Stokes Cleveland VA Medical Center
  • Robert Jones, DO FACEP, Emergency Ultrasound Director, Emergency Medicine, MetroHealth System
  • Shetal Shah, MD FSAR, Staff, Imaging Institute, Cleveland Clinic Foundation
  • Neha Soni-Patel, BS RDCS FACE, Cleveland Clinic Foundation
  • Vicki E. Noble, MD, Emergency Medicine, University Hospitals

Workshop 2: The Mechanistic Case Diagram: A Tool to Bolster Clinical Reasoning Using Basic and Health Systems Science Integration

As educators continue to seek methods to improve students’ clinical competency, teaching clinical reasoning continues to draw significant attention. Increasing evidence supports that integrating basic science with the learning of clinical medicine improves clinical skills including clinical decision making. After a brief review of how to construct an “integrated illness script”, we will guide workshop participants through building a “mechanistic case diagram” and demonstrate how this tool helps to integrate clinical, basic and health systems science and develop students’ clinical reasoning skills.

  • Kathryn Miller, MD, MS, Co-Director of the IQ+ Program, Pediatrics Clerkship Director, University Hospitals
  • Mamta K. Singh, MD, MS, Assistant Dean for Health Systems Science, University Program
  • Amy L. Wilson-Delfosse, PhD, Associate Dean for Curriculum, University Program

Workshop 3: Facilitation Skills to Bring Out the Best!

Teachers of students, residents, and fellows will learn to facilitate asset-based discussions that foster connectedness and reflective thinking among their trainees. The facilitation techniques covered include: engaging participants in reflective and asset-based activities and discussions, nurturing the residents’ exploration in reflective thinking, and facilitating small-group discussions using a "coach approach" to reflection. Participants will experience challenging facilitation situations (such as participant disinterest or distraction, participant with strong emotion or opinion, disrespectful participant, participant who dominates discussion), followed by immediate individualized performance feedback.

  • Jennifer Ramsey, MD MS, Cleveland Clinic
  • Abby Spencer, MD MS, Cleveland Clinic

Workshop 4: Preparing Physicians who thrive in the 21st Century: Deciphering SI2025

A very diverse and highly qualified task force of medical educators have analyzed the current state and projected their view of the healthcare landscape in 2025 in a document called Envisioning the Sponsoring Institution of the Future:SI2025. Practically feasible number of selected thematic categories and findings involving basic and clinical sciences will be shared in print on tables for workshop discussion. Following presentation of examples of proactive steps composed by the presenters for select findings, participants will have the opportunity to work on their plans to address the findings shared on their table.

  • Mammen Puliyel, MD, Program Director Pediatric Residency
  • Amy Zack, MD, Program Director Family Medicine Residency, MetroHealth Medical Center
  • Abdulla Ghori, MD, DIO, MetroHealth Medical Center

Workshop 5: Planning for Promotion: A workshop for Clinical Faculty and their Mentors

Prior to the session, participants will receive a link to watch a 15 minute narrated PowerPoint covering basic promotions concepts. Utilizing this “flipped classroom” approach participants will arrive with a basic knowledge of promotions criteria for non-tenure track faculty being promoted on the primary area of excellence as a clinician or educator. The 90 minute session will begin with a quick review, and then the panel will share pearls of wisdom on the promotions process including how the Committee on Appointments, Promotions and Tenure (CAPT) measures excellence and reputation in teaching, research, and service. After this, the group will break up into small groups and go through sample (fabricated) CVs as if they were on the promotions committee, applying a checklist of criteria for promotion and questions to consider about that applicant. Then the small groups will report out on what they learned, and the panel will answer questions. Additional panel topics will include identifying and selecting mentors and sponsors; negotiating for what you need; and thinking about your timeline. Examples of best practices for individuals and for departments will be shared.

  • Marjorie Greenfield MD, past co-chair of CWRU SoM Committee on Appointments, Promotion, and Tenure, Society Dean
  • Nicole Deming, MA, JD, Assistant Dean Faculty Affairs and Human Resources


Boxed Lunches


Presentation of Awards

  • Presentation of Edmond S. Ricanati, MD, IQ Facilitator Award
  • Induction Ceremony Academy of Scholar Educators
  • Scholarship in Teaching Awards


Poster Session

1:30-4:30pm Concurrent MERC Workshops: (Registration Required - Limited Spots Available - Please register only if you are planning to attend)

1) Formulating Research Questions and Designing Studies

In this workshop, participants will brainstorm research ideas, write, and refine a measurable research question. They will discuss when IRB approval is required for their study. The basics of research design will be discussed and applied to their selected research question. Participants will be able to:

  • Write a FINER (feasible, interesting, novel, ethical, relevant) educational research question;
  • Specify an educational research area of interest;
  • Evaluate whether they need IRB approval for their study;
  • Select the correct design for their research question.

Judy Shea, PhD, Associate dean of Medical Education Research and director of the Office of Evaluation and Assessment in the Academic Programs Office, Perelman School of Medicine, and co-director of the Master of Science in Health Policy Research, University of Pennsylvania

2) Questionnaire Design and Survey Research

This workshop will provide some basic principles in questionnaire/survey design and give workshop participants an opportunity for hands-on experience designing a questionnaire. Following participating in this workshop, learners will be able to:

  • Design a blueprint for a survey/questionnaire appropriate to their own application;
  • Construct and edit questions to avoid common problems in wording and framing;
  • Select an appropriate response format from a menu of alternatives;
  • Design the overall format of the survey/questionnaire to facilitate data management and analysis.

Beth Bierer, PhD, Director, Assessment and Evaluation, College Program

4:30 pm Adjourn

Abstract Submission

We invite you to submit a 400 word or less abstract about an educational project for the 2019 Education Retreat.  Works-in-progress are welcomed.  All accepted submissions will be included in the Innovations in Medical Education Poster Session. This is an opportunity for you to consult with your colleagues about your projects and to seek their help with problems or questions you may have. This poster session is designed to inform all of us about the diversity of educational projects that faculty, students and residents are involved in and to help presenters benefit from the breadth and depth of experience of those present at the retreat.

Abstracts must be submitted electronically by filling out the Abstract Submission Form by December 17, 2018.  Poster boards are 4' x 3'.  At least one poster presenter must attend the March 19th Education Retreat poster session.

Letters of acceptance will be emailed to the first author/presenter. If you have difficulty accessing the Google form, please email