Shelly B. Rodrigues

Chief Resident Leadership Workshop

This workshop is dedicated to former CAFP Foundation Executive Director, Shelly B. Rodrigues, and her commitment to family medicine leadership and education.
Program Overview
Session Descriptions

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

Session Descriptions & Learning Objectives

Developing Family Physicians Leaders in California
As healthcare continues to change, the need for developing effective family physician leaders with strong managerial skills continues to be pivotal. CAFP Foundation President, Dr. Labuguen, will share lessons that he's learned throughout his career - from his own chief resident experience to being a leader in UCSF's Department of Family & Community Medicine. 

Leadership Toolkit: Transitioning into Your New Role as Chief Resident: The Annual Cycle
Transitioning to chiefdom can be daunting due to the number of new responsibilities, the pressure of representing peer interest, the difficulty of navigating conflicts, and the increased clinical workload as a senior resident. This session will introduce and provide tips for skillfully managing the many hats worn by chief residents throughout their position. 

Learning Objectives

  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
As a chief resident, you are stepping into a leadership position - in this role, you will need to manage up and across. This starts with understanding who those key people are, anticipating when and what conflicts might arise, and offering solutions to the people you lead with. We will review a handful of real cases to practice in your leadership roles. 

Learning Objectives:

  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
Learn the Simpli5, a powerful tool that helps leaders navigate complex team dynamics, improve communication, and achieve mutual goals. Understand your own professional behavioral tendencies and practice applying the model to understand the preferred working style of your teammates and audience within your sphere of influence. 

Learning Objectives:

  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. 

Sharing Our Experiences: A Panel Discussion with Current Chiefs
This interactive panel discussion will promote the sharing of experiences, ideas and recommendations from current chief residents - specifically around navigating conflict, prioritizing workload, and reflecting on resident burnout. The panelists will address questions raised from the audience throughout the workshop - so questions are welcome!

Inspiring a Shared Vision and the Why of Leadership, Advocacy and Community Service
Become the physician you wrote about in your personal statement. How do you go from self-interest to shared interests to enlightened interests in order to build an inspired vision? Family medicine is a movement. Learn how to move towards a shared vision to make health primary.

Learning Objectives:

  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
Chief residents are frequently tasked with collecting and distributing feedback among our peers and faculty. This session provides tools to navigate and practice the daunting task of giving feedback effectively and constructively, even up the hierarchy.  

Learning Objectives:

  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

Reflecting and Forging Connections
Reflect on the workshop sessions, provide feedback, and forge connections with fellow chief residents. Create deeper connections through shared goals, challenges, and experiences.

Meet Your Faculty

Omeed Atefi, DO is a current third year resident and former Chief at John Muir Health's Family Medicine Residency Program in Walnut Creek, CA. Having pursued family medicine after working as a teacher prior to medical school, he is grateful to be a part of a speciality that allows him to be an educator, mentor and pillar in the community that he grew up in. During residency, Omeed was able to explore interests in sports medicine, behavioral health and point of care ultrasound (POCUS) - going so far as to developing a POCUS curriculum at his program. After residency, Omeed will be practicing as a primary care physician in his hometown. In his spare time, Omeed likes to lift weights, fix cars and play the harmonica!

Tricia Bautista, MD was born and raised in Southern California and has traveled a non-traditional path through her medical education. From the blistering cold of Minnesota to the humid tropical heat of the Philippines, she entered residency at Adventist Health Hanford in the Central Valley and is humbled working with yet another underserved patient population. Tricia found a supportive community within her program that nurtured her interests in behavioral health, substance use disorders and advocacy. And she was honored to contribute back by serving as Co-Chief. After graduation, Tricia is pursuing a fellowship in addiction medicine. Outside of work, you can find her jogging, salsa dancing or planning her next trip (next stop - Morocco!).

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.

Jay W. Lee, MD, MPH, FAAFP serves on the AAFP Board of Directors and was co-founder of the Family Medicine Revolution hashtag (#FMRevolution), a grassroots social media movement giving the power of telling family medicine’s story back to family physicians and building a global community of thought leaders. He currently leads a clinically integrated network of 9 community health centers across multiple counties at Integrated Health Partners. Prior to that, Dr. Lee was Chief Medical Officer at Share Our Selves, a nationally recognized health center serving the vulnerable and disadvantaged in Orange County. He completed his undergraduate degree at Stanford University, where he worked for a non-governmental organization in post-war rural northern El Salvador supporting local physicians, organizing public health projects, and growing his hair long before returning stateside for medical school at the University of Southern California. Dr. Lee completed his family medicine residency training at Long Beach Memorial Medical Center and earned his Masters of Public Health at Harvard University with an emphasis in Health Policy and Management. Dr. Lee is board-certified in Family Medicine and remains active in physician leadership. He has also served as a past president of the California Academy of Family Physicians.

Serena Liu, MD is a primary care physician in Palo Alto and served as chief resident at John Muir Health’s Family Medicine Residency Program. She is passionate about empowering medical learners in primary care who may not always feel like a leader. This led her to create John Muir Health’s Resident Leadership Development Track, which received UCSF’s Excellence in Education Collaboration award, and present on leadership techniques at AAFP’s National Conference. She was also a conference co-creator and speaker at CAFP’s Leadership Workshop for Chief Residents 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 and AAFP’s Emerging Leader Institute scholar award. Most recently, she was named the winner of the Palo Alto Foundation Medical Group’s Primary Care Innovation Challenge.

Sarah McNeil, MD is faculty at the Contra Costa Family Medicine Residency where she staffs labor and delivery, precepts residents in family medicine clinic, offers abortion care, attends Urgent Care clinic, and is the incoming Medical Staff President. 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.

Kishore Nath, MD is an Associate Program Director at John Muir Family Medicine Residency Program. Before joining the residency program as the first Core Facutly Member, Dr. Nath had been working as a Family Medicine physician in private practice. During that time, he served as a preceptor for students from the University of Southern California’s Keck School of Medicine (his alma mater), as well as for residents in the Long Beach Memorial Family Medicine Program, where he served as Chief Resident. His current preceptor list includes students from the University of California San Francisco, and the University of California Berkeley - UCSF Joint Medical Program. He is a graduate of the University of California, San Francisco Faculty Development Fellowship. Dr. Nath is also the Medical Director of John Muir Health's free mobile health clinic and has a passion for providing care to the vulnerable and underserved. Born and raised in Southern California, he remains devoted to teaching his children to cheer for his childhood favorite teams in Southern California.

Jo Marie Reilly, MD, MPH is a Professor of Family Medicine and Population and Public Health Sciences at the Keck School of Medicine of USC (KSOM). She is the Vice Chair of Education in the Department of FM at KSOM, the Director of the KSOM’s Primary Care Initiative, and the KSOM Family Medicine Pre-Doctoral Director. She graduated from Georgetown Medical School, completed her residency at the Kaiser Permanente FMRP in Los Angeles and her fellowship in women’s health and obstetrics at White Memorial where she remained as faculty for 13 years. She completed her master’s in public health at KSOM in 2017 where she focused on incorporating the behavioral health and social determinants of health into primary care clinic settings. She is past chair of the American Academy of Family Physicians Commission on Education, Student and Resident subcommittee, on Editorial Boards of Family Medicine, American Board of Family Medicine, Family Systems and Health and PULSE. Her public health, research and leadership efforts have largely focused on access to care, increasing the primary care workforce, integrating multidisciplinary services into primary care focusing on mental health, nutrition/exercise, and vulnerable population health.

Peter Ro, MD is the Medical Director of Advances in Primary Care at the Palo Alto Foundation Medical Group, where he is dedicated to innovating and designing the ideal primary care practice of the future. He led the successful launch of the Innovation Challenge, supporting clinician innovators and their ideas for excellent patientcare and clinician wellness. Prior to his current role, Dr. Ro served as the Department Chair of Palo Alto Family Medicine. Dr. Ro received his medical doctorate from the University of California, San Francisco, and completed his training in family and community medicine at UCSF-Natividad FMRP in Monterey County. He is passionate about mentorship and serves as the Volunteer Assistant Clinical Professor of UCSF Department of Family and Community Medicine.

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.

Monika Shenouda, MD was born and raised in Egypt and moved to Southern California at the age of 14. She attended Ross University School of Medicine on the tropical island of Dominica where she was dedicated to serving patients in resource-poor environments. After graduation, she worked closely with medical students as a mentor and teacher as they completed the last two years of their education. Monika is completing her residency at California Hospital Medical Center in the heart of downtown Los Angeles, where she currently serves as co-chief. After graduation, Monika plans to remain in academics practicing full spectrum family medicine. Outside of medicine, Monika enjoys traveling the world and spending time with her husband, family, and friends.


*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

Kishore Nath, MD

10:40 - 10:50 am


10:50 - 11:20 am

Sharing Our Experiences: A Panel Discussion with Current Chiefs

Peter Ro, MD
Tricia Bautista, MD

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

Jo Marie Reilly, MD

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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