Shelly B. Rodrigues

Chief Resident Workshop

This is a skills-based workshop for family medicine residents transitioning into their new roles as clinical leaders. Sessions are designed to be interactive and will offer incoming chiefs a learning environment for developing interpersonal communication, improving group dynamics and advancing the educational mission of their programs.
Program Overview
Learning Objectives

Program Overview

The Chief Resident Leadership Workshop is a skills-based event for family medicine residents transitioning into their new roles as clinical leaders. Sessions are designed to be interactive and offer incoming chiefs a learning environment for increasing confidence as leaders/managers, developing interpersonal communication, improving group dynamics, and advancing the educational mission of their programs. Faculty will challenge participants to think and act strategically, and adopt innovative approaches for handling complex managerial situations.


The workshop is divided into two-parts:

  • Part 1 (Virtual, Recorded): Saturday, June 10, 2023, from 8:00 a.m. - 11:30 a.m.
  • Part 2 (In-person, Not Recorded): Saturday, August 26, 2023 (at the Hilton in Costa Mesa)

Topics include: 

  • Developing Family Physicians Leaders in California
  • Transitioning into Your New Role as Chief Resident
  • Managing Up and Across: What Every Chief Resident Should Know
  • Navigating Tough Team Dynamics
  • Giving Effective Feedback
  • Inspiring a Shared Vision and the Why of Leadership
  • Reflecting and Forging Connections
  • Sharing Ideas and Innovations

Learning Objectives

Transitioning into Your New Role as Chief Resident: The Annual Cycle

  1. Define the roles and responsibilities of the chief resident.
  2. Identify strategies to balance the new role of being a peer leader.

Leadership Toolkit - Managing Up and Across, What Every Chief Resident Should Know

  1. Explore the dynamics of influence within the organizational structure of residency programs.
  2. Identify key components for creating/supporting psychological safety as a chief resident.
  3. Practice managing up and across as a leader by troubleshooting real chief resident scenarios.

Leadership Toolkit- Navigating Tough Team Dynamics

  1. Understand the Simpli5 tool for personality styles.
  2. Appreciate the priorities and limitations of each Simpli5 style and reflect on how differing styles affect teamwork and the ability to influence others.
  3. Practice applying this tool in scenarios of conflict resolution, specifically by assessing and appealing to the personality style of your audience.

Inspiring a Shared Vision and the Why of Leadership, Advocacy and Community Service

  1. Become the physician you wrote about in your personal statement.
  2. Become the physician leader your patients and the community you serve deserves.

Leadership Toolkit: Giving Effective Feedback

  1. Discuss the role of personal biases, emotions, and vulnerability in giving or receiving feedback.
  2. Understand the importance of involving the feedback recipient and creating an educational alliance or culture of psychological safety.
  3. Learn and practice structured tools for language and optimizing the process surrounding feedback.

Meet Your Faculty

Ronald Labuguen, MD is a Clinical Professor at UCSF and a Faculty Advisor and Medical Preceptor for Mabuhay Health Center (UCSF 's student and volunteer-run free clinic serving Filipino communities in the South of Market neighborhood of San Francisco). Dr. Labuguen received his medical degree from the University of Virginia School of Medicine and completed his residency at Virginia Commonwealth University Hanover Family Practice Residency Program, where he served as chief resident. Dr. Labuguen is the President of the CAFP Foundation and is committed to supporting sustainable programs that provide students and residents experiences that help them prepare for and transition successfully into careers as family physicians.

Shelly B. Rodrigues, MS, CAE, FACEHP, FAAMSE is a founding principal in a new consulting partnership, Mosaica Solutions, LLC, focusing on efforts to bring people, ideas and resources together to create innovative solutions. She is a graduate (BS-Education and MS-Journalism) of the University of Kansas, the Institute for Healthcare Improvement Breakthrough College on Collaboratives, Virtual Collaboratives, and Innovation College, and am a Certified Association Executive. Shelly co-founded AAMSE’s Leadership Academy, led CAFP’s Ready to Lead program, and developed CAFP Foundations’ FM Chief Residents Workshop. When not working, Shelly loves reading, especially in a beach chair at her home in Akumal Mexico, hiking, knitting, traveling, cooking and just hanging with friends.

Serena Liu, MD is a PGY3 and outgoing chief resident at John Muir Health’s Family Medicine Residency Program. She has presented on narrative leadership techniques at AAFP’s National Conference and USC School of Medicine’s Primary Care Leadership Conference. As a medical student, she received AAFP’s FM Interest Group Program of Excellence award, AAFP’s Emerging Leader Institute scholar award and STFM’s student scholar award. Most recently, her longstanding interest in primary care leadership led to the creation and pioneering of John Muir’s resident leadership track curriculum, which received UCSF’s Excellence in Educational Collaboration award.

Sarah McNeil, MD is core faculty at the Contra Costa Family Medicine Residency where she staffs labor and delivery, precepts residents in family medicine clinic, offers abortion care, and attends Urgent Care clinic. In the spring of 2015, she completed the UCSF Faculty Development Fellowship; she is Assistant Clinical Faculty member at UCSF. Dr. McNeil also serves as the Fellowship Director of the TEACH Program (Training in Early Abortion for Comprehensive Healthcare) and is active in reproductive health advocacy work. Dr. McNeil did her undergraduate studies at Hamilton College, attended Dartmouth Medical School, and then completed her Family Medicine residency at Contra Costa Regional Medical Center in Martinez, where she served as Chief Resident.

Walt Mills, MD, MMM, FAAFP is a clinical professor in the Department of Family and Community Medicine at the University of California, San Francisco, and has been clinical faculty since 1986. He is DIO and DME, Certified Physician Executive, Masters in Medical Management and Associate Director for the UCSF Natividad Family Medicine Residency Program in Monterey County. Dr. Mills is past president for the CAFP. He is a consultant for the AAFP RPS Panel of Consultants supporting new and existing residency programs. His quest is health equity for all, with a focus on integrative medicine, physician well-being, leadership, patient safety and quality improvement as a means to equity.

Elizabeth Sophy, MD grew up in the small town of Orwigsburg, Pennsylvania. She moved out West for college at the University of Southern California, double majoring in biology and American Studies and Ethnicity. At USC, she discovered a passion for working with underserved populations. After college, she deferred medical school acceptance to live and work for a health and development non-profit organization in Honduras for two years. She attended medical school at Jefferson Medical College in Philadelphia, a city with a diverse urban underserved population that provided many opportunities for community outreach. She loves people and is compelled to understand how life experiences have affected a person’s circumstances and health status, so the continuity of care across a patient’s lifetime offered by family medicine was a natural interest.

Wilmer E. Garcia Ricardo, MD grew up in Cuba and attended medical school at the Instituto Superior de Ciencias Médicas de La Habana, where he graduated Summa Cum Laude. In May of 2018 he was accepted into the International Medical Graduate Program at UCLA from where he moved to San Joaquin County to complete his Family Medicine Residency. He was elected chief resident by his peers. During his last year of training, he led an 8-8-8 team of residents through times of challenging transformations. He has consolidated his program's Racism and Healthcare Disparities Taskforce, and advocated for vulnerable populations to the policy-making level, guaranteeing funds from the state directed to sexual and gender health local programs. After graduation, he is moving back to Los Angeles to work in academia and address the well-being of underserved communities.


*Subject to change.

Saturday, June 10, 2023 - Virtual Workshop




8:00 am

Virtual Meeting Opens

8:10 - 8:30 am

Welcome: Developing Family Physicians Leaders in CA

Ronald Labuguen, MD

8:30 - 9:00 am

Transitioning into Your New Role as Chief Resident: The Annual Cycle

Serena Liu, MD

9:00 - 9:30 am

Leadership Toolkit - Managing Up and Across, What Every Chief Resident Should Know

Sarah McNeil, MD

9:30 - 9:40 am


9:40 - 10:40 am

Leadership Toolkit- Navigating Tough Team Dynamics

10:40 - 10:50 am


10:50 - 11:20 am

Sharing Our Experiences: A Panel Discussion with Current Chiefs

11:30 am


Saturday, August 26, 2023 - Family Medicine POP (formerly FM Summit/Clinical Forum)




10:00 am

Welcome, Purpose Setting & Overview

Serena Liu, MD

10:10 - 10:30 am

Meet & Greet

Moderator: Serena Liu, MD

10:30 - 10:50 am

Inspiring a Shared Vision and the Why of Leadership, Advocacy and Community Service

Jay W. Lee, MD, MPH

10:50 - 11:00 am


11:00 - 11:55 am

Leadership Toolkit: Giving Effective Feedback

11:55 - 12:05 pm


12:05 - 1:00 pm

Lunch & Reflection

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816 21st Street, Sacramento, CA 95811
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