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About the National Society of Certified Healthcare Business Consultants (NSCHBC)

Our Vision

To be the driving force behind healthcare business consulting where expertise is expected, innovation thrives, and ultimately, together, we are not just consultants—we are catalysts for excellence in medical and dental business practices.

Our Mission

The mission of the NSCHBC is to advance the profession of healthcare business consultants through:

  1. Education
  2. Certification
  3. Collaboration

…for an ever-changing medical and dental landscape.

Our History

A Legacy of Excellence

The National Society of Certified Healthcare Business Consultants (NSCHBC) was founded on July 1st, 2006. Its history began when members of three distinct organizations—the Institute of Certified Healthcare Business Consultants, the National Association of Healthcare Consultants, and the Society of Medical Dental Management Consultants—came together to form one unified society. This merger was driven by the goal of creating a strong, united organization that could best serve practices across all fields of healthcare. The NSCHBC combines the diverse talents, skills, and knowledge of these three prior groups to better serve the healthcare community as a whole, providing invaluable resources, education, and networking to its members.

The National Association of Healthcare Consultants

The National Association of Healthcare Consultants, formed in 1993, originated from the Society of Professional Business Consultants (1957). Its purpose was to offer a wide range of educational programs and benefits, promote member services to the healthcare industry, and sponsor a professional certification program.

The Society of Medical Dental Management Consultants (SMD)

The Society of Medical Dental Management Consultants (SMD), established in 1968, focused on advancing the healthcare consulting profession, sharing management techniques, and improving individual skills. SMD played a pivotal role in elevating the field by participating in the development of the Institute of Certified Healthcare Business Consultants.

The Institute of Certified Healthcare Business Consultants

The Institute of Certified Healthcare Business Consultants, founded in 1975, was dedicated to establishing standards of qualifications and ethics for practice management and financial planning consultants who primarily served the business needs of medical and dental offices.

National Society of Certified Healthcare Business Consultants

Code of Ethics

This Code of Ethics (“Code”) applies to all Members of the NSCHBC. We expect all members to read and understand this Code, uphold these standards in day-to-day activities, comply with all applicable policies, procedures, laws, rules, and regulations, and ensure that all agents and contractors are aware of, understand, and adhere to these standards.

Ethical conduct is critical to the operations of the NSCHBC. All NSCHBC Members shall:

  • Conduct themselves with integrity, high moral purpose, and in the best interest of the NSCHBC, its Members, clients, volunteers, vendors, and affiliates.
  • Comply with this Code, the NSCHBC’s Alcohol Consumption and Possession Policy, and all other policies and procedures of the NSCHBC.
  • Comply with all applicable laws, rules, and regulations, including refraining from conduct constituting criminal or civil moral turpitude.
  • Not, for personal advantage, subordinate their judgment to others or exploit client relationships, including those made in connection with the NSCHBC.
  • Avoid, or disclose fully in writing to the Executive Committee, all actual, potential, or perceived conflicts of interest that might arise from financial relationships attributable to the Member, or any affiliate or family member.
  • Assume only those responsibilities and duties for which the Member is qualified.
  • Understand that as a representative of the NSCHBC, the Member’s actions will influence others’ perceptions of the NSCHBC.
  • Work to advance the mission, vision, and goals of the NSCHBC and not the Member’s personal agenda or interests.
  • Value colleagues, peers, and staff, and treat all Members to a welcoming, professional, and respectful atmosphere that is free of discrimination, harassment, and retaliation of any kind for any reason.
  • Not intentionally injure or impugn the professional reputation or practice of other NSCHBC Members or any NSCHBC contractors or vendors.

Any Member who is or will be certified agrees to obey the rules of conduct in all test-taking procedures, whether serving as a proctor or student. Any types of cheating or behavior not befitting a Member of the NSCHBC will be deemed unethical conduct not in accordance with this Code.

Members of the NSCHBC may use the professional designation, “Member of (this Society’s full name or the abbreviation, NSCHBC)” only in a dignified and professional manner. The only proper use of the professional designation in advertising media shall be the designation itself. In print or electronic advertising media, the professional designation shall be used only after the name of the holder of such designation and in type no larger than the type used in their name. The professional designation shall not be used in the text of such advertising.

Use of the Society name, logo, or trademark for any purpose, except by an individual member in accordance with regulations determined by the Committee on Bylaws and Ethics, is expressly prohibited. Use for any other purpose or in any other manner shall be permitted only upon the written approval of the Executive Committee, following a Member’s application detailing the purpose and scope of the proposed use.

In the event any Member fails to adhere to the standards of this Code, the NSCHBC can take all legal and equitable disciplinary action available to it, including, but not limited to:

  • Informal discussions by a member of the Executive Committee with the Member.
  • Formal, written notice by the Executive Committee of the Member’s violation.
  • Prohibition by the Executive Committee of the Member’s attendance at in-person NSCHBC events.
  • Requirement that the Member undergo specialized training.
  • Suspension or termination of the Member’s membership.
  • Revocation of the Member’s CHBC certification.

This list is for illustrative purposes only and nothing herein shall be construed so as to limit the disciplinary action imposed by the Executive Committee for a violation of this Code.

Ethics complaints should be sent in writing to the Executive Committee. The matter will be kept confidential as it is investigated. If necessary, relevant Committees and advisors may be consulted and included in the process. The Executive Committee shall have the authority to make a final determination as to whether a violation of this Code has occurred. The affected Member shall have no appeal rights with respect to the final determination of the Executive Committee. Where laws have been violated, the NSCHBC will cooperate fully with the appropriate authorities.

The NSCHBC is committed to continuously reviewing and updating its policies and procedures. Therefore, this Code is subject to modification. This Code supersedes all other such codes, policies, procedures, instructions, practices, rules, or written or verbal representations to the extent they are inconsistent.

Executive Board 2024-2025

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David Everett, CHBC, CMC, CPA

NSCHBC President
DNEverett & Associates
Phone: (214) 529-1548
dneverett@perportal.com

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Chris Mahan, CHBC, MBA, ACC

President-Elect
Mahan & Associates, LLC
2531 Park Dr, Suite C
Nashville, TN 37214
Phone: (615) 883-7800
chris@mahanassociates.com

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Marci Charland, CDC, CPC, CPPM, CHBC

Secretary-Treasurer
Physician Facilitator Services
2575 Northbrooke Plaza Dr. #207
Naples, FL 34119
Phone: (239) 919-4342
marci@mdfacilitator.com

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Shane Pickett, CHBC, CPA

Past NSCHBC President
Eide Bailly LLP
1095 S. 800 E.
P.O. Box 971810
Orem, UT 84097-1810
Phone: (801) 224-1900
spickett54@gmail.com

Board Members 2025-2026

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Danielle Ambrozy (Matley), CPA, MBA, CHBC

Rehmann
1249 Griswold Street, Suite 201
Detroit, MI 48226
Phone: (313)202-7393
danielle.ambrozy@rehmann.com

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Jackie Coult, CHBC
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Bo R. Hancock, EA, CHBC

The Dental CFO
201 E Innes St, Suite 101
Salisbury, NC 28144
Phone: (704) 636-7828 ext 114
bhancock@healthcaremgmt.com

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Adam Middleton, CHBC, MBA, AC

Healthcare Advisory Network, LLC/
10554 Success Lane, Suite A
Centerville, OH 45458
Phone: (937) 776-1007
adam@healthcareadvisorynetwork.com

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Milan Rogers, CHBC, MBA, MOT

Complete Healthcare Business Consulting
5 Triad Center, Suite 600
Salt Lake City, UT 84180
Phone: (801) 400-1013
milan@chcbconsulting.com

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Vinod “Vinny” Sankaran, CHBC, MS

Medical Billing Wholesalers
1699 Hermann Dr Unit 2125
Houston, TX 77004
Phone: (347) 522-4726
vinod@medicalbillingwholesalers.com

NSCHBC Teams

Team Name Team Leader(s)
Benchmarking Michael J. Dejno, CHBC, CPA
Vickie Rodriguez, CHBC, CPA
Bylaws & Ethics Ginny Martin, CHBC, CHCO, CMA (AAMA), CPC
Certification Shane Pickett, CHBC, CPA
Education Amanda Waesch, J.D.
Reed Tinsley, CHBC, CPA
Marketing Carl White
Membership Joseph Lessard, CHBC, CPA, EA,
Team Name Team Leader(s)
Member Services Danielle Ambrozy, CHBC, CPA, MBA
Nominating Shane Pickett, CHBC, CPA
Planning Christopher Mahan, ACC, CHBC, MBA<
Technology Milan Rogers, CHBC
Vinny Sankaran, CHBC
Vendor Walter Janczewski, CHBC, EA
Christopher Mahan, ACC, CHBC, MBA