2017 Reports of Board of Trustees and Committees Report Page Reference Committee A Commission on Professional Conduct (CPC) AR-1 Committee on Anesthesia (CAN) AR-3 Committee on Cleft, Craniofacial & Pediatric OMS (CCCPOMS) AR-4 Committee on Continuing Education & Professional Development (CCEPD) AR-5 Committee on Education and Training (CET) AR-8 Committee on Governmental Affairs (CGA) AR-10 Committee on Health Care Policy, Coding, and Reimbursement (CHPCR) AR-13 Committee on Hospital and Interprofessional Affairs (CHIA) AR-15 Committee on Research Planning & Technology Assessment (CRPTA) AR-16 OMS Faculty Section (FS) AR-17 Knowledge Update Editorial Board (5th Volume) (OMSKU) AR-18 Executive Committee, Resident Organization, AAOMS (ROAAOMS) AR-19 Special Committee on Education and Learning (SCEL) AR-21 Special Committee on FEDA (SCFA) AR-22 Special Committee on OMS Parameters of Care (ParCare) AR-23 Special Committee on Maxillofacial Oncology & Reconstructive Surgery (SCMORS) AR-24

Reference Committee B Committee on Membership (CM) AR-25 Committee on Practice Management & Professional Staff Development (CPMPSD) AR-26 Committee on Public & Professional Communication (CPPC) AR-28 Journal of Oral & Maxillofacial Surgery (JOMS) Editorial Board AR-30 Special Committee on AAOMS Informational Campaign (SCAIC) AR-32 Special Committee on AAOMS Centennial (SCAC) AR-34 Special Committee on Clinical Research (SCCR) AR-35 Special Committee on Women in OMS AR-36 Board of Trustees AR-37

Section I AR-37 Section II AR-51 Section III AR-99 Policy Appendix AR-101

Related Organizations Oral and Maxillofacial Political Action Committee (OMSPAC) AR-105 Oral and Maxillofacial Surgery Foundation AR-108 American Board of Oral and Maxillofacial (ABOMS) AR-111 AAOMS Services, Inc. (ASI) AR-121

Commission on Professional Conduct Dr. David J. Howell, Chairman Dr. Lewis D. Gilbert Dr. Steven I. Snyder Dr. Jerry L. Greer Dr. Angelle M. Casagrande Dr. Michael A. Kleiman Dr. A. Thomas Indresano, Vice President, Board Liaison

The Commission on Professional Conduct (Commission) is responsible for implementing the Association’s Code of Professional Conduct (Code), developing and implementing advisory opinions, and recommending revisions of the Code to the House of Delegates. The Commission receives complaints of conduct alleged to be contrary to the Code, investigates and makes findings on those complaints, holds hearings when deemed appropriate or when requested by the respondent, and imposes appropriate discipline on fellows or members who have been found to have acted contrary to the Code. The Commission also answers inquiries from fellows and members concerning ethical conduct under the Code.

Meetings Commission meetings are held in separate non-confidential and confidential segments. The non-confidential segments deal primarily with developments in the fields of dental and medical ethics and administrative matters. The confidential segments address the complaints brought against AAOMS fellows and members and requests for ethical guidance submitted by fellows and members. Since its 2016 annual report, the Commission met by conference call on the evenings of July 25, 2016, November 15, 2016 and February 27, 2017. At this writing, the Commission plans to meet by conference call in July 2017.

Update of the Code of Professional Conduct As explained in Chapter IV of the Code of Professional Conduct, the Commission is responsible for continually reviewing the Code and advisory opinions and recommending changes to reflect changing conditions and considerations in the practice of oral and maxillofacial surgery. Changes in substantive

sections of the Code must be adopted by the AAOMS House of Delegates, while advisory opinions act as the Commission's standards for interpreting the Code and are subject to review and approval by the Board of Trustees.

Use of AAOMS Seal in Print or Internet Directory Advertising Currently Chapter V, Advisory Opinion J.1.00 of the Code of Professional Conduct permits fellows and members to include the Association’s Seal on professional stationery; letterheads; business and referral cards; interior and exterior doors and windows only in all-AAOMS fellow/member offices; plaques hung in all-AAOMS member offices; and personal or all-AAOMS fellows/members office Internet websites.

Listings in yellow pages and other directory advertising were not included in this advisory opinion because for many years the Association itself sponsored directory listings and required members wishing to use the Seal in a directory listing to participate in this program. That program has ended. Therefore, going forward, if fellows and members will be permitted to include the Seal on their directory advertising such as the yellow pages, Advisory Opinion J.1.00 of Chapter V will need to be amended byadding the phrase “personal or all-AAOMSfellows/members directory advertising in printor electronic media.” This amendmentwaspresented to and approved by the Board ofTrustees at it May 2017 conference call.

The new version on the Advisory Opinion appears below (bold/underline=addition)

J.1.00 Use of AAOMS Seal by Fellows andMembers: Fellows and members may

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reproduce the seal to identify themselves as fellows and members on:

• professional stationery;• letterheads;• business and referral cards;• interior and exterior doors and windows only

in all-AAOMS fellow/member offices;• plaques hung in all-AAOMS member offices;

and• personal or all-AAOMS fellows/members

Office Internet web sites; and• personal or all-AAOMS fellows/members

directory advertising in print or electronicmedia.

In these instances, the seal shall never be used alone and must always be accompanied by the phrase, "Fellow(s) (or Member[s]) of the American Association of Oral and Maxillofacial Surgeons."

The AAOMS seal will be available to fellows and members via a PDF file from AAOMS. Fellows and members in all AAOMS member offices wishing to display the AAOMS seal on interior and exterior doors and windows shall contact AAOMS for a copy of the AAOMS seal that may be affixed to glass. The AAOMS seal shall only be used exactly as provided by AAOMS, including the ® symbol in the lower right hand corner of the seal. Failure to include the ® symbol with the AAOMS seal fails to properly give the public notice of the fact that AAOMS has trademarked the seal and maintains the exclusive right to govern the use of the seal. Fellows or members who fail to include the ® symbol are in violation of the rules of use for the seal and may be subject to disciplinary sanction. The seal can only be printed in black, blue (PMS 653) or white (reverse).

The seal shall only be used on Web sites maintained by AAOMS fellows or members for the purposes of advertising, marketing or informing the public of oral and maxillofacial services available through their practice. The seal may only be used once per fellow or member or office web site, either on the home page or the first page, to establish membership in AAOMS. The AAOMS seal shall not be used for any commercial endorsement, or in any way that implies a commercial endorsement by or partnership with AAOMS, without the express

written consent of the AAOMS Board of Trustees or its designates.

At all times, use of the seal shall comply with all federal and state advertising laws and regulations. It shall not be altered in any way and shall never be used in conjunction with any other membership designations or affiliations with any other organization or entity, except for indications of diplomate status in the American Board of Oral and Maxillofacial Surgery (ABOMS), and only then if the ABOMS symbol does not appear in immediate proximity to the AAOMS mark.

The seal shall not be imprinted or stamped on any educational literature, including postoperative instructions, even if such is reproduced on the fellow's or member's stationery. The seal shall not be imprinted or stamped on fellows’ or members’ patient files, patient forms or x-rays.

The AAOMS seal shall not be utilized, imprinted, copied or transferred onto any personal belongings, clothing product or any other type of product or merchandise by any fellow or member. Only AAOMS or companies and/or products endorsed by AAOMS, which have been granted written authorization from AAOMS, may reproduce the AAOMS seal and then only in accordance with the written authorization granted by AAOMS.

The seal may also be used on all approved items listed above for a partnership or professional corporation conducting an oral and maxillofacial surgery practice, but only when all owners, principals and associates of the practice are full fellows or members of AAOMS. In this instance only the plural "fellows" or “members" is permissible; whichever indicates the membership status of all parties involved.

No fellow or member shall make any abridgement or alteration of the AAOMS seal or use any elements of the design of the AAOMS seal in the development of their personal or corporate practice insignia or mark.

Actions The cases that have been decided by the Commission in 2016-17 or are pending at this writing have involved 25 fellows and members of AAOMS.

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Committee on Anesthesia (CAN) Dr. David W. Todd, Chair Dr. William L. Chung Dr. Deepak G. Krishnan Dr. Charles R. Weber Dr. Antwan L. Treadway Dr. David M. Grogan Dr. Marci Levine Dr. Jason Portnof, CCCPOMS Consultant Dr. B.D. Tiner, Board Liaison The Committee on Anesthesia met in conjunction with the 2017 American Dental Society of Anesthesiology (ADSA) April 18-20, 2017, in Portland, Ore. to discuss issues related to anesthesia, including: revision of the Office Anesthesia Evaluation Manual; planning and evaluation of CAN-sponsored educational programs; and offering anesthesia simulation educational programs at regional locations.

Revision to the Office Anesthesia Evaluation Manual The CAN continues to monitor implementation of the office anesthesia evaluation and re-evaluation every five years. OMS state societies are applauded for their efforts in completing the initial evaluations as well as organizing and completing re-evaluations of their members. The office anesthesia evaluations vary state by state, including some states that have previously been granted exemption from the AAOMS OAE. Each committee member has provided edits for the overall committee consideration. The 9th edition will be developed for publication in 2018 to ensure inclusion of recent changes in ACLS requirements, simulation, and methods of standardizing the evaluation process.

CAN Educational Programs The CAN established a program for the 2017 Anesthesia Update to be held at the AAOMS Annual Meeting in San Francisco, Calif. on Oct. 11. This preconference will update participants on patient safety in the office based setting. Topics include specific techniques, airway management, and updates on the evaluation and assessment of patients with conditions requiring specific sedation

procedures. Panel discussions for managing challenging case scenarios will be presented along with breakout sessions addressing approaches to treating the pediatric patient.

In an effort to have anesthesia emergency simulation available nationwide, to increase patient safety, and to fulfill needs that may be established by dental boards, the CAN established a formal contract with the Medical University of South Carolina Healthcare Simulation to develop Phase 1 and Phase 2 of the national simulation program. Phase 1 underwent pilot testing in 2015 and was completed in 2016. The course developed in Phase 1, BEAM, will be offered to members beginning in late Q3/early Q4 2017.Phase 2 development has begun and the first pilot study completed in February 2017.This will greatly increase the opportunity for OMS and their anesthesia team to practice emergency scenarios and assess their preparedness.

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Committee on Cleft, Craniofacial & Pediatric OMS (CCCPOMS)

Dr. Bernard J. Costello, Chair Dr. Ramon L. Ruiz Dr. Jason E. Portnof Dr. Jennifer E Woerner Dr. Paul S. Tiwana, Dr. Frank Farbod Dr. Mark Egbert, Board Liaison The Committee on Cleft, Craniofacial, and Pediatric Oral and Maxillofacial Surgery (CCCPOMS) met January 20, 2017 at AAOMS Headquarters to discuss issues pertaining to cleft, craniofacial, and pediatric oral and maxillofacial surgery.

Forum Program at 2016 AAOMS Annual Meeting The committee sponsored the forum on cleft, craniofacial and pediatric OMS on orthognathic surgery in the pediatric patient during the 2016 AAOMS Annual Meeting. This program covered presentations on benign aggressive and non-aggressive lesions, and congenital benign pathology. Attendee evaluations indicated that the forum was well received.

Forum on Cleft, Craniofacial and Pediatric OMS during the 2017 AAOMS Annual Meeting The committee has developed a Pediatric, Cleft, and Craniofacial Surgery Symposium to be presented at the 2017 AAOMS Annual Meeting. This program will review current scientific and clinical practices in the field of pediatric, cleft, and craniofacial surgery, highlight the current fellowship training programs and provide a forum to foster academic dialogue for advancement of the specialty.

American Cleft Palate- Craniofacial Association (ACPA) Committee members encourage OMS to attend the American Cleft Palate- Craniofacial Association (ACPA) Annual Meetings and submit presentation and poster abstracts to the ACPA for consideration. The 2017 ACPA meeting was convened March 13-18, 2017, in Colorado Springs, CO. An OMS discipline forum was held for OMS attendees to meet and discuss issues on cleft, craniofacial, and pediatric oral and maxillofacial surgery. AAOMS members,

fellows, and residents who have an interest in the management of patients with cleft lip and palate, craniofacial disorders, and orthognathic and dentofacial conditions, are encouraged to become active members of the ACPA, especially within leadership roles. Committee members are available to serve as sponsors for those who would like to apply for ACPA Membership.

OMS Volunteers The committee applauds oral and maxillofacial surgeons and other volunteer groups for giving of their time, expertise, and resources to those who are in need of OMS care. Fellows and members are encouraged to contact AAOMS Headquarters for information on volunteer trips led by oral and maxillofacial surgeons.

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Committee on Continuing Education and Professional Development (CCEPD) Dr. Peter D. Waite, Chairperson Dr. Lawrence J. Busino Dr. Daniel J. Meara Dr. Michael Miloro Dr. Chan M. Park Dr. Zachary Peacock Dr. MaryAnn C. Sabino Dr. Andrea S. Schreiber Dr. Luis G. Vega Dr. John-Wallace Hudson, Consultant Dr. Mark J. Steinberg, Consultant Dr. Rui P. Fernandes, SCMORS Dr. David Grogan, CAN Dr. Thomas F. Burk, ROAAOMS Representative Dr. Michael S. Block, Chair of Subcommittee on

Dental Implant Education Dr. Brett L. Ferguson, Board Liaison Dr. A Thomas Indresano, Board Liaison

Subcommittee on Dental Implant Education Dr. Michael S. Block, Chairperson Dr. Bach T. Le Dr. Jay P. Malmquist Dr. Richard J. Martin Dr. Craig M. Misch Dr. Peter K. Moy

Annual Meeting The scientific sessions at the 99th Annual Meeting will convene under the direction of the Committee on Continuing Education and Professional Development.

Pre-Conference Courses The Anesthesia Update will address anesthesia and related topics relevant to patient safety for delivery of ambulatory anesthesia by the oral and maxillofacial surgeon. The Anesthesia Update session has 7.25 CDE/CME hours of credit. The Maxillofacial Oncology and Reconstructive Surgery (MORS) program has been planned within the Annual Meeting and is not considered a preconference this year.

Scientific Sessions More than 300 clinicians, poster presenters and abstract authors will present in the 2017 scientific program, which is comprised of 10 major symposia to include, the Chalmers J. Lyons Memorial Lecture, the AAOMS Keynote Lecture, 31 clinical refresher courses, 10 innovative techniques courses, 3 point-counterpoint sessions, 2 case studies, 4 hands on clinics including 2 new cadaver courses, 4 oral abstract sessions (for a total of 48 oral

abstract presentations) and 61 poster presentations. This year again we are offering 2 full day modules: Dental Implant, and TMJ. The modules begin with a large audience plenary session, followed by a number of smaller breakout sessions as the morning progresses. The afternoon sessions included scientific oral abstracts and practical “how I do it” presentations.

Thirty-three practice management and allied staff sessions will be held as well as a Beyond the Basics coding workshop.

Two open forums are scheduled and 7 clinical interest group (CIGs) clinical educational programs will be held and eleven (11)) CIG business meetings are planned.

AAOMS Keynote Lecture Andrew Kolodny, MD will address The Prescription Opioid & Heroin Crisis: An Epidemic of Addiction. Dr. Kolodny will provide an overview of the prescription opioid and heroin crisis. He will explain the relationship between opioid prescribing and rising rates of morbidity and mortality associated with prescription opioids, heroin and fentanyl. Factors that led to the epidemic – including the role of the

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pharmaceutical industry, healthcare providers, professional organizations and regulatory agencies – will be explored. The role of opioids in treatment of post-surgical dental pain and other types of acute and chronic non-cancer pain will be evaluated. Strategies required to bring the epidemic under control will be discussed. Chalmers J. Lyons Memorial Lecture Martin J. Blaser, MD, will present The Hidden Costs of Antibiotics

For hundreds of thousands of years bacterial and human cells have developed a peaceful symbiosis that is responsible for the equilibrium and health of our bodies. The relatively recent development of antibiotics has delivered the human population from familiar bacterial scourges, has greatly improved infant mortality and has decreased the morbidity and mortality of bacterial diseases and infection in our older population as well. However, the biodiversity of our human microbiome is under assault from our overreliance on antibiotics, threatening the extinction of our irreplaceable microbes and leading to severe health consequences. Animal studies have shown that changing the microbiome of mammalian species can lead to unexpected consequences to overall health. Epidemiological studies have revealed that since the development and widespread use of antibiotics the human population is suffering from a mysterious array of “modern plagues” such as obesity, childhood diabetes, asthma, hay fever, food allergies, esophageal reflux and cancer, celiac disease, ulcerative colitis, autism, and eczema. Could the hidden cost of our overuse of antibiotics be a mutation of our microbiome over generations, leading to the development of these modern plagues?

CDE/CME The 2017 Annual Meeting will offer 26.25 Continuing Dental Education and Continuing Medical Education credits.

Annual Meeting Exhibits The exhibit hall at the 2017 annual meeting will provide attendees opportunity to visit 482 10 x

10 booths representing over 206 companies/organizations, 4 corporate forums and 2 Product Theater programs. The exhibitor spotlight will be offered again to highlight exhibitor and exhibitor products that are new to AAOMS. A complimentary lunch will be available again this year for attendees to help build traffic in the exhibit hall. A couple of new features in the exhibit hall includes an opportunity to have a professional headshot to be used by the attendee on social media or a professional website and The Learning Hub Playground where attendees have hands on experience with the tools and services used to enhance the attendees’ practice. Repeated this year as well is the Excursion Game for residents and allied staff in which they must visit a specified number of exhibit booths providing them an opportunity to win prizes contributed by the exhibitors and AAOMS. The 99th Annual Meeting will offer a “Centennial Challenge” game for members and fellows. This activity will require a specified number of visits to exhibitors during the opening of the exhibit hall with the potential to win a grand prize consisting of a free registration to the 100th Anniversary Meeting in Chicago, airline tickets, hotel stay and several other items. A “social media bar” will be available in the hall with learning opportunities on the use of the various social media outlets and who their primary targets are. General Initiatives A mobile app is available at the 99th Annual Meeting allowing meeting attendees to access sessions, view speakers through a speaker index, review presentation materials, build an itinerary, locate exhibitors, view maps and complete evaluations to obtain CDE/CME. In addition, attendees are able to evaluate meeting sessions online and print CDE/CME transcripts. New this year, the exhibit hall will include a new opportunity for education. The AAOMS Learning Hub will provide meeting attendees an upbeat, fun alternative to classroom learning with the ability to experience and play with a variety of

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immediately useable tools, techniques and/or resources to implement into their practice.

This year, tickets will not be required for didactic clinics. Space is on a first come, first served basis. Hands-on sessions will require an extra fee and a ticket for entrance.

On April 1, 2016 AAOMS filed their re-accreditation application with ACCME for Continuing Medical Education (CME), which included a very detailed and comprehensive self-study and 15 educational events selected by ACCME for in-depth review. A follow-up interview with ACCME reviewers took place June 22, 2016. AAOMS received the highest accreditor status possible with ACCME, achieving a 6 year term with commendation.

In September, AAOMS will begin the reaccreditation process with the ADA CERP. It will be due by January 2018.

Five (5) organizations have partnered with AAOMS to provide educational programs: Louisiana Society of Oral and Maxillofacial Surgeons (LSOMS/LSU OMS); Ohio Society of Oral and Maxillofacial Surgeons (OSOMS); Southwestern Society of Oral and Maxillofacial Surgeons; Texas Society of Oral and Maxillofacial Surgeons and Midwestern Chapter of Oral and Maxillofacial Surgeons (SWOMS/TSOMS/MCOMS); Houston Society of Oral and Maxillofacial Surgeons (HSOMS); and the American Board of Oral and Maxillofacial Surgery (ABOMS).

Online Education Several sessions offered at the 99th Annual Meeting will be available for a nominal fee for continuing dental and medical education credits allowing members to access sessions they could not attend in person.

There are over 80 on Demand sessions available for CDE/CME credit. This represents a 32 course increase over last year. They can be accessed on AAOMS.org/CEonDemand.

2016 Dental Implant Conference The 2016 Dental Implant Conference was convened under the direction of the CCEPD and the CCEPD Subcommittee on Dental Implant Education and took place December 1-3 at the Sheraton Grand Hotel, Chicago, IL.

There were 3 pre-conference didactic courses offered: Complications, The Changing Landscape of Bone Grafting for Implant Therapy and Full-Arch, Immediate-load Fixed Implant Restorations: Team Approach From Work-up to Final Prosthesis. There were a total of 3 hands-on courses offered: Intraoral Soft Tissue Augmentation Techniques for Teeth and Dental Implants, Immediate Provisionalization of the Single Tooth Restoration and Application of Digital Dentistry to Everyday Practice.

Twenty clinicians presented during the Dental Implant general sessions.

2016 Dental Implant Exhibits The exhibit hall experienced another “sold out” status. 18 companies were on the wait list. This marks the 15th year that the Dental Implant Conference exhibit hall has sold out. There were 148 8 X 10 booths representing 110 companies/organizations providing services and products relevant to the OMS.

CDE/CME 13 Continuing Dental Education and Continuing Medical Education credits were offered for the General Session and 3 Continuing Dental Education and Continuing Medical Education credits were offered for each of the AAOMS pre-conference didactic courses. 3.5 Continuing Dental Education and Continuing Medical Education credits were offered for the hands-on course.

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Committee on Education and Training (CET) Dr. Paul S. Tiwana, Chairman Dr. Faisal A. Quereshy Dr. Jennifer E. Woerner Dr. Deepak G. Krishnan Dr. John D. Perenack Dr. Gary F. Bouloux, Faculty Section Executive Committee Dr. Brent B. Ward, Faculty Section Executive Committee Dr. Joseph E. Cillo, Jr., Faculty Section Executive Committee Dr. Vincent J. Perciaccante, ADA Review Com. on OMS, AAOMS Dr. Gregory M. Ness, ADA Review Com. on OMS, ABOMS Dr. Martin B. Steed, ADA Review Com. on OMS, ABOMS Dr. David C. Stanton, OMS Commissioner) Dr. Jeffrey D. Bennett, Predoctoral Faculty Representative Dr. Gregory K. Spackman, Predoctoral Faculty Representative Dr. Richard D’Innocenzo, Predoctoral Faculty Representative At the 2016 House of Delegates it was voted to sunset the Committee on Residency Education and Training (CRET) and establish the Committee on Education and Training (CET). The committee met at AAOMS Headquarters in November 2016 and in conjunction with the March 2017 ADEA annual session. CET considers issues related to quality, criteria and standards for acceptable education and training in OMS residency programs, predoctoral programs and related programs.

OMS Accreditation Standards The CET continually recommends updates to the Standards for Advanced Specialty Education Programs in OMS. The standard revisions for 3-6 and 4-19 regarding diagnostic imaging facilities and interpretation of diagnostic imaging, and grammatical and editorial changes, were approved with implementation on August 4, 2017. The proposed Accreditation Standards for Advanced Specialty Education Programs in Oral and Maxillofacial Surgery Standards 4-3, 4-9, 4-17, 5-4, 6-1, 6-2, 6-3 are out for circulation to the communities of interest until December 1, 2017 for consideration at the Winter 2018 Commission meeting.

OMS Fellowship Accreditation Standards The CET reviewing the fellowship accreditation standards as many editorial and content

changes were needed. The new OMS Fellowship Standards 6-4.2, 6-4.3, and 6-4.4.1; revision of current Standard 6-4.2; and deletion of Standards 6-4.3 and 6-4.3.1 are being circulated to the communities of interest for review and comment for a period of one year, with final review by the OMS RC and Commission in Winter 2018.

Matching Program: The National Matching Program continues to be successful for oral and maxillofacial surgery programs and applicants. In the 2017-2018 matching program, 419 applicants participated, a total of 229 OMS positions were offered and 336 acceptable rankings were submitted by program directors, for an average of 1.5 rankings per position. A total of 223 positions were matched, with 6 positions not filled in the match. Applicants submitted 2,673 rankings for 229 positions. The final match results reflected 122 applicants matched to single-degree programs and 101 matched to double degree programs.

NBME Comprehensive Basic Science Examination for OMS Programs In order to provide OMS applicants an opportunity to measure their understanding of the basic sciences and to assist OMS program faculty in evaluating applicants for 2017-2018 resident positions, AAOMS offered the National

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Board of Medical Examiners (NBME) Comprehensive Basic Science Examination (CBSE) on March 18, and July 29, 2017. There were 389 registrants and 190 repeat examinees at the February 2017 examination. The mean score was 55.4 with a range of 32 to 86, a standard deviation of 10.6.

The AAOMS is in the process of contracting with NBME to administer the CBSE examination in 2018 in February/March and August.

National Curriculum Database The CET is working on the development of the OMS National Curriculum, a learning management system for OMS residency programs. CET will be working with the Surgical Council on Resident Education (SCORE) to create customize modules for OMS residency programs within SCORE. The first modules developed will be in the anesthesia and dental implant domains. The committee will utilize a variety of resources the AAOMS has already developed and referenced to develop the content for the modules.

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Committee on Governmental Affairs (CGA) Dr. Herbert D. Stith, Chair Dr. Jeffrey H. Wallen Dr. Rawle F. Philbert Dr. Ned L. Nix Dr. William V. Jordan III Dr. Cynthia Trentacosti-Franck Dr. Charles A. Crago, Consultant Dr. John J. Hillgen, CHCA Liaison Dr. Stephanie Zastrow, ROAAOMS Liaison Dr. B.D. Tiner, Board Liaison The Committee on Governmental Affairs (CGA) met via conference call on Aug. 3, 2016 and Jan. 25, 2017; in Washington, D.C. on March 20, 2017; and with the OMSPAC Board of Directors on March 21, 2017 in conjunction with the AAOMS Day on the Hill. The next CGA meeting will be held via conference call on Sept. 11, 2017.

The CGA oversees the Association’s state and federal government affairs activities. In particular, the committee monitors and works with the AAOMS Board of Trustees and committees such as the Committee on Healthcare Policy, Coding and Reimbursement (CHPCR) to set and carry out the Association’s advocacy agenda. The CGA also fulfills a liaison capacity with component societies regarding state legislative/regulatory issues affecting the specialty and partners with the OMSPAC Board to encourage fellow/member participation in the Association’s grassroots advocacy program, the OMS Action Network.

Federal Legislation/Activity The CGA works with federal lobbyists William Applegate, Christopher Rorick and Clare Chmiel of Bryan Cave LLP in Washington, D.C., to maintain a strong presence for the specialty in the federal legislative and regulatory arenas as well as with federal agencies.

Due to the November 2016 presidential and congressional elections, little federal activity occurred in 2016 with one exception being prescription drug abuse. In July 2016, Congress enacted the Comprehensive Addiction and Recovery Act (CARA) – significant legislation to help address the nation’s prescription drug

abuse crisis. AAOMS advocated in support of CARA, and in particular, for the inclusion of language that would clarify federal law to allow pharmacies to partially fill prescriptions.

With a new administration and congressional composition in 2017, the CGA recommended, and the AAOMS Board of Trustees approved, the following four issues as AAOMS’s 2017 Federal Legislative Priorities:

Antitrust Reform Introduced by U.S. Rep. Paul Gosar (R-Ariz.), HR 372 would eliminate provisions in the McCarran-Ferguson Act that allow for an exemption of federal antitrust laws enjoyed by health and dental insurers. AAOMS sent letters of support to Rep. Gosar and the House Judiciary Committee, which has jurisdiction over the bill. HR 372 passed the House on March 22 with a vote of 416-7.

Expansion of FSAs and HSAs HR 1204 by U.S. Rep. Steve Stivers (R-Ohio) and HR 35 by U.S. Rep. Michael Burgess (R-Texas) would expand the use of FSAs and HSAs, respectively. AAOMS sent a letter to Rep. Burgess in support of HR 35 and signed onto an Organized Dentistry Coalition (ODC) letter to Rep. Stivers in support of HR 1204.

Medical Malpractice Reform AAOMS supported HR 1215 – introduced by U.S. Rep. Steve King (R-Iowa) – that would among other things, cap non-economic damages at $250,000. AAOMS sent a letter of support to the House Judiciary Committee in response to the committee’s February markup of HR 1215.

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Student Loan Reform In an effort to reduce the student loan burden of residents and early career OMSs, AAOMS advocated in support of a number of student loan repayment reforms, including HR 1614 by Mark Pocan (D-Wis.) and HR 795 by Rep. Rodney Davis (R-Ill.). HR 1614 would allow graduates to refinance their student loans when available – like the private market permits – while HR 795 would allow employers to deduct a certain amount of student loan payments on an employee’s behalf. AAOMS signed onto several ODC letters to the House Education and the Workforce Committee and the Senate Health, Education, Labor and Pensions Committee asking that several of our proposed student loan reform solutions be considered when they reauthorize the Higher Education Act.

In addition to the aforementioned actions, AAOMS members advocated in support of these bills during the 2017 AAOMS Day on the Hill and they are the focus of AAOMS’s current grassroots efforts.

Over the past year, AAOMS, as recommended by the CGA, communicated with Congress and other federal agencies on a number of healthcare issues ranging from protecting full funding for the NIH to a coalition letter of dental professional organizations supporting the repeal of the Medical Device Tax. All comment letters are available on the Advocacy & Governmental Affairs section of AAOMS.org.

AAOMS remains an active member of the ODC, which includes the ADA and other dental professional organizations. The coalition’s purpose is to communicate and garner additional support, when appropriate, for shared federal legislative and regulatory goals.

State Activity The CGA continues to closely track state legislation and regulation on issues including, but not limited to, scope of practice, auxiliary personnel, anesthesia, insurance reimbursement and health information technology. The committee disseminates a weekly summary of state legislation and regulation that is sent to state OMS society leaders and lobbyists. It is available for all

fellows and members on AAOMS.org. For the ninth consecutive year, the committee developed and made available to all fellows and members a compilation of OMS-related state legislative and regulatory activity in 2016. It can also be found at AAOMS.org.

In our effort to aid state societies as they conduct their government affairs activities, the committee advertised the availability of states to utilize AAOMS’s grassroots software, Engage, for state-level advocacy campaigns. The service is provided free of charge to state societies. The committee also developed an Anesthesia Toolkit, which includes a variety of resources for states dealing with the introduction of unfavorable anesthesia legislation in the legislature and developed model anesthesia regulations and model legislation for specialty advertising. Finally, the committee coordinated AAOMS comments — upon request by a state OMS society — in response to state legislation related to mid-level providers. All of these resources may be requested by states by contacting AAOMS Government Affairs staff.

State Advocates Forum The CGA helps to plan the annual AAOMS State Advocates Forum, an annual meeting held in the fall for lobbyists who represent the specialty in their respective states. The 21st State Advocates Forum was held Friday, Nov. 4 and Saturday, Nov. 5, 2016, in Bonita Springs, Fla. There were 35 participants representing 24 states and the ADA. The meeting serves as the Association’s primary venue to dialogue with the specialty’s professional state advocates about state legislative and regulatory issues affecting the specialty. Many attendees have noted that without the meeting, they would be unaware of or ill equipped to respond to some of the issues of importance to the specialty. The 2016 agenda included topics such as scope of practice, anesthesia, auxiliary personnel and insurance. Attendees also had the opportunity to highlight activity from their state and discuss the implications for the specialty with their colleagues. The 22nd Annual AAOMS State Advocates Forum will be held Nov. 3 and 4, 2017, in Scottsdale, Ariz. All state OMS societies are encouraged to send a representative to this important meeting.

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Day on the Hill The CGA helps plan the annual AAOMS Day on the Hill meeting. The 17th annual AAOMS Day on the Hill took place March 21-22, 2017 at the Renaissance Downtown Hotel in Washington, D.C. The event was attended by nearly 150 people, including 113 OMSs representing 34 states. Of these, 22 OMSs were either first-time participants or had not been to the event in the last five years and 10 were residents. The primary purpose of Day on the Hill is for attendees to meet on Capitol Hill with their constituent members of Congress and their staff. Approximately 170 such visits were conducted this year to better inform legislators on the scope and practice of oral and maxillofacial surgery; to cultivate relationships with congressional members and their staff; and, to advocate for the co-sponsorship and support of AAOMS’s 2017 legislative priorities, previously referenced in this report. Additionally, AAOMS promoted the “Virtual Day on the Hill” in which all AAOMS members are encouraged to participate in outreach to their legislators through virtual and/or local means even if they were unable to attend Day on the Hill. A page on the Day on the Hill section of AAOMS.org gives members resources to conduct such outreach throughout the year.

The 18th Annual Day on the Hill event is scheduled for April 17-18, 2018 at the Renaissance Downtown Hotel in Washington, D.C.

Grassroots The CGA continues to work with the OMSPAC Board to increase AAOMS fellow/member participation in grassroots activities, most notably through our online “write your rep” grassroots campaigns on issues of importance. The continued use of grassroots communication to targeted legislators helps grow the awareness and reach of AAOMS on Capitol Hill. In the course of the past year, over 200 AAOMS members have sent more than 800 letters on issues of importance to their members of Congress via our online software system, Engage. The CGA greatly appreciates the involvement of these members. The CGA also continues to work with the OMSPAC Board to

find a key OMS contact for every member of Congress.

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Committee on Healthcare Policy, Coding, and Reimbursement Dr. Kathy A. Banks, Chair Dr. Bernard J. Asdell Dr. James M. Boyle Dr. John J. Hillgen Dr. Alan H. Kaye Dr. Joseph C. Mulrean Dr. Robert A. Nustad Dr. Wendy M. Peitz Dr. Hussam Batal, CDT Shadow Dr. Lionel M. Candelaria, RUC Shadow Dr. Joshua E. Everts, CPT Advisor Dr. James E. Mercer, CDT Advisor Dr. Adam S. Pitts, CPT Alternate Dr. James M. Startzell, RUC Advisor Dr. Victor Nannini, Board Liaison The 2016 annual meeting of the Committee on Health Care Policy, Coding and Reimbursement (CHPCR) took place in Rosemont, Ill. on Nov. 13-14, 2017. Chair Dr. Kathy A. Banks presided.

The agenda for the November 2016 meeting included items relating to the Affordable Care Act, Medicare Reform, also known as Quality Payment Program, and code changes that were scheduled to take effect for 2017.

Under the direction of the CHPCR, AAOMS held its Insurance Industry Open Forum on May 2, 2017 in conjunction with the AADC workshop. Twenty-three dental directors and consultants from twenty various insurance companies attended. Topics discussed at the meeting included: alveoloplasty, anesthesia, bone grafting, CBCTs, medical necessity, and third molars.

The CHPCR also continues its direction of the association’s series of coding and billing workshops. The 2016 coding courses were held in Charlotte, N.C., Las Vegas Nev., and Kansas City, Mo.

The CHPCR also continues to support the Allied Staff Membership opportunity by promoting within the workshop brochure and at all in-person workshops.

The CHPCR continues to enhance the three levels of AAOMS coding courses: Basic, Beyond the Basics and OMS Billing. The Coding

Certificate Program (CCP), developed in 2009 to increase awareness and recognition of those who successfully complete all three levels of AAOMS coding education, will continue to be offered in 2017-2018. To date over 150 individuals have been awarded with the CCP certificate and lapel pin.

The CHPCR has also hosted three webinars over the past year focusing on important changes in the industry. The webinar entitled Navigating and Surviving a Practice Audit, was presented on Nov. 16, 2016; Documentation- the key to Improved Documentation: If you didn’t document it, you didn’t do it presented on March 8, 2017; and the webinar, What Every OMS Office should know about Professional Courtesy & Discounts, was presented on June 6, 2017.

AAOMS is continuing its partnership with Optum Insight to provide members and their staff programs such as the EncoderPro, an online coding and reimbursement tool and the print publication, the Coding Guide for OMS reference manual that cross codes from ICD-10, CPT, and CDT. Also available through AAOMS under the direction of the CHPCR are the following publications: AAOMS Insurance Manual: A Guide to Understanding, Filing and Appealing Claims and OMS Billing and Reimbursement; the bimonthly AAOMS Today Coding Corner and Health Policy Perspectives columns; the Coding Paper and Clinical

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Condition Statement series; and additional resources available on the AAOMS website.

The series of Clinical Condition Statements and Coding Papers were updated in early 2017. Updated statements are now available on the AAOMS website. The AAOMS Insurance Manual is currently under revision to correlate with industry changes stemming from the ACA and Medicare Reform. The new manual is expected to be available by October 2017. Also, under the direction of the CHPCR, AAOMS continues its subscription to the Policy Reporter to receive live access to medical and dental policy updates pertinent to OMS.

The CHPCR is closely monitoring CMS' quality initiatives as the industry transitions to a payment model that links payment to the quality and efficiency of care provided. On Oct. 14, 2016, the US Department of Health and Human Services (HHS) released the final rule for implementing the Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) which set the path for a reformed payment system referred to as the Quality Payment Program. Under MACRA, Medicare providers will participate in one of the two reimbursement tracks:

1. The Merit-based Incentive Payment System (MIPS): a new program that combines parts of the Physician Quality Reporting System (PQRS), the Value Modifier, and the Medicare Electronic Health Record (EHR) incentive program into a single program in which Eligible Professionals (EPs) will be measured and reimbursed on their use of quality, cost, clinical practice improvement, and advancing care information. 2. Advanced Alternative Payment Models (APMs): a payment approach developed in partnership with the clinician community that provides added incentive to clinicians to provide high-quality and cost-efficient care.

The CHPCR also participates in the Dental Quality Alliance (DQA) which is an alliance of dental stakeholders charged with developing dental quality measures. The CHPCR also monitors the activities of the AMA’s Physician Consortium of Performance Improvement (PCPI), which is the group responsible for

recommending medical quality measures to the National Quality Forum. To date there are 27 quality measures that may be reported by an OMS.

The CHPCR also continues to participate in code update/valuation processes via the AMA Specialty Society Committees (the CPT Editorial Panel and Relative Value Update Committee (RUC) and the ADA Code Maintenance Committee (CMC)). Through these committees, AAOMS is afforded the opportunity to recommend code additions, revisions and deletions to ensure code sets reflect the current practice of oral and maxillofacial surgery, and is also allowed to participate in surveys establishing the physician work component of reimbursement relative values.

Since the last report, 1,943 ICD-10-CM codes were either added, deleted, or revised. Out of the 1,943 codes, 445 codes pertain to OMS related diagnoses. Many of these codes stemmed from an AAOMS code proposal submitted for the March 2013 ICD-10 Coordination and Maintenance Committee Meeting for new codes relating to bilateral temporomandibular joint disorders, bilateral dislocation and sprains of joints and ligaments of the head, and bilateral codes for fracture repairs. As far as CDT codes, AAOMS submitted editorial changes to the codes found in the Oral and Maxillofacial section of the CDT manual. The changes made to this section included removing the words “surgical” and “routine”. The interpretation of the terms “routine” and “Surgical” varies among providers, specialties, and payers. The removal of these terms will eliminate inconsistencies. In the CPT manual the only change that will affect OMS were the revisions to the moderate sedation code guidelines. All moderate sedation services are now reported in 15-minute increments.

The 2017 CHPCR meeting is scheduled for Sept. 24-25, 2017 at AAOMS Headquarters.

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Committee on Hospital and Interprofessional Affairs (CHIA) Dr. John R. Werther, Chair Dr. Meghan D. Barroner Dr. Elie M. Ferneini Dr. Carrie Ann Klene Dr. Michael K Rollert Dr. Austin Gaal, ROAAOMS Representative Dr. George M. Kushner, Consultant (Trauma) Dr. B.D. Tiner, Board Liaison

The Committee on Hospital and Interprofessional Affairs (CHIA) did not convene an in-person meeting in 2016-2017 but rather utilized electronic communication and conference calls to discuss issues related to hospital and interprofessional affairs, including: members with problems obtaining hospital privileges; the employed physician model; and relations with external organizations including the ADA Council on Access, Prevention and Interprofessional Relations (CAPIR), the American College of Surgeons (ACS), the American Society of Anesthesiologists (ASA), and the American Academy of Cosmetic Surgery (AACS), as well as the Joint Commission (JC) and the Accreditation Association for Ambulatory Health Care (AAAHC).

Hospital privileges The committee noted there is a decline in the number of calls to AAOMS seeking assistance with hospital privileges.

Emergency Trauma Call Compensation A number of OMS have contacted the AAOMS regarding assistance in obtaining information for contract negotiations in respect to Trauma Call Compensation. Many members do not have the information available when meeting with department heads and hospital administrators. The committee is limited in the support that it can provide to members regarding call compensation due to the many factors that influence rate of compensation including but not limited to geographic location, length of call coverage, regional supply and demand of OMS specialists and restricted or unrestricted call coverage.

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Committee on Research Planning and Technology Assessment (CRPTA) Dr. Zachary Peacock, Chair Dr. Tara L. Aghaloo Dr. David Basi Dr. Gary S. Bouloux Dr. Joli Chou Dr. Joseph E. Cillo Dr. Sean Edwards Dr. Joshua Campbell Dr. Deepak Kademani, Consultant Dr. Thomas B. Dodson, Consultant Dr. Thomas Burke, ROAAOMS Liaison

2016 AAOMS Annual Meeting The CRPTA developed and implemented two symposia at the 2016 Annual Meeting: “Biofilm: Clinical and Scientific Perspectives from Peri-implantitis to MRONJ” and “Cutting Edge Technology in the Care of the Oral and Maxillofacial Surgery Patient.” The 2016 Research Open Forum included overview presentations of the 2016 Clinical Trials Methods Course in Ann Arbor, MI.

2016 Committee Meeting The CRPTA met at AAOMS headquarters in January 2017 to finalize the program for the 2017 Clinical and Scientific Innovations for OMS (CSIOMS Conference). The committee developed and discussed a location change for the Clinical Trials Methods Course to be held in Rosemont, Ill. May 9-11, 2018. It developed symposia topics for the 2017 AAOMS Annual Meeting and established a process for evaluation of AAOMS Annual Meeting abstract submissions and discussed programming developing into 2019.

2017 AAOMS Clinical and Scientific Innovations (CSIOMS) Conference The CRPTA developed and convened the April 28-30, 2017 CSIOMS Conference in Rosemont, Ill. The CSIOMS Conference was a reinvention of the AAOMS Research Summit, enhanced to better showcase research relevant to patient care and the private practitioner. The complimentary educational conference brought together world-class researchers from a variety of disciplines to showcase the latest technologies and research affecting the full scope of oral and maxillofacial

surgery. The event’s one hundred (100) attendees included OMS faculty and residents, as well as dentists and dental students in the process of applying to OMS resident training programs and guest speakers from other specialties. Registration for the course increased by 50 percent over the previous Summit and the program was well received.

2017 AAOMS Annual Meeting The four educational programs developed by the CRPTA at the 2017 Annual Meeting include: Innovations in Mid-Face Surgery, Adult Obstructive Sleep Apnea, Grant Writing Workshop and the Research Open Forum which will cover the CSIOMS program and OMS Foundation Award Winners project updates. The committee reviewed and rated manuscript submissions for the 2017 Annual Meeting AAOMS Resident Scientific Presentation Awards as well as scoring for all poster and oral abstract submissions.

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OMS Faculty Section Executive Committee Dr. Paul S. Tiwana, President Dr. Martin B. Steed, Vice President Dr. Gary F. Bouloux, Secretary-Treasurer Dr. Brent B. Ward, Program Planner Dr. Joseph E. Cillo, Jr., Assistant Program Planner Dr. Faisal A. Quereshy, Member-at-Large Dr. R. Bryan Bell, Fellowship Ad Hoc Dr. Richard D’Innocenzo, Predoctoral Ad Hoc Dr. Brett L. Ferguson, Board Liaison Dr. A. Thomas Indresano, Board Liaison The Faculty Section met in Las Vegas, NV during the 2016 Annual Meeting to discuss issues related to OMS predoctoral and postdoctoral education, training and related issues. The Executive Committee met via conference call in February 2017 to discuss annual awards.

2016 Annual Meeting The Section convened its educational and business meeting in conjunction with the 2016 AAOMS Annual Meeting in Las Vegas NV. The OMS Faculty educational program included updates on the development of a national resident surgical log, CBSE annual report, ACS OMS section, faculty recruitment and retention survey results, update from CET and OMS education and training milestones. The business meeting included review and approval of revisions to the OMS accreditation standards and revisions to the OMS faculty section guidelines.

In accordance with the faculty section guidelines, a quorum consisting of qualified voting members present is needed for all business and elections. The Faculty Section elected a member at large, Dr. Faisal A. Quereshy, associate professor at Case Western Reserve University, to a 6 year term.

Donald B. Osbon Award The Faculty Section's Executive Committee annually recommends nominees to the AAOMS Advisory Committee on Awards

Nominations for the Donald B. Osbon Award for an Outstanding Educator. The Section is pleased to announce Dr. Steven M. Roser, Chairman, Emory University, Department of Oral and

Maxillofacial Surgery as the recipient of the 2017 Donald B. Osbon Award.

Daniel M. Laskin Predoctoral Educator of the Year Award The Faculty Section's Executive Committee annually recommends nominees to the AAOMS Advisory Committee on Awards Nominations for the annual Laskin predoctoral educator of the year award. The Section is pleased to announce Dr. Ruben Figueroa, Predoctoral Director, Boston University Goldman School of Dental Medicine, as the recipient of the 2017 Daniel M. Laskin Award.

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OMS Knowledge Update (OMSKU V) Chapter Editors Dr. R. Bryan Bell, Chairperson Dr. Shahrokh Bagheri Dr. Jeffrey D. Bennett Dr. Kamal F. Busaidy Dr. Radhika Chigurupati Dr. L. Angelo Cuzalina Dr. Mark E. Engelstad Dr. Rui P. Fernandes Dr. Reginald H.B. Goodday Dr. Deepak G. Krishnan Dr. Jay P. Malmquist Dr. Ramon Ruiz Dr. Brian L. Schmidt Dr. Julie Ann Smith Dr. Martin B. Steed Dr. Patrick J. Vezeau Dr. Paul Lambert, Board Liaison

The thirteen (13) chapters that make up OMSKU V are: History of Oral and Maxillofacial Surgery, Oral Surgery and Implantology, Anesthesia, Cranio-Maxillofacial Trauma Surgery, Head and Neck Infections, Pathology, Maxillofacial Reconstructive Surgery, Orthognathic Surgery, Temporomandibular Joint Disorders, Microneurosurgery, Cosmetic Facial Surgery, Obstructive Sleep Apnea and Patient Assessment.

As of March 2016, all chapters were completed. The last chapters released were Orthognathic Surgery and Cranio-Maxillofacial Trauma Surgery. As of January 2017, OMSKU V was moved to a new platform, Path, with BlueSky eLearn, who is our current webinar vendor. The system is cleaner and much more user friendly.

The chapters continue to feature an online format and are accessible from any device with an internet connection. Chapters include references, PowerPoint presentations with or without audio, videos and other content developed with animation, voice-over and more. Additional features include an electronic note taking capability and an extensive online assessment by chapter. Up to 10 CDE/CME credits are available per chapter upon successful assessment completion.

The Board of Trustees has approved the chapter sales for $200 per chapter for members, $400 for non-members and a charge of $100 for residents. The Microneurosurgery chapter is available at the following rates: $100 for members, $200 for non-members and $50 for residents and the History of Oral and Maxillofacial Surgery chapter is available on a complimentary basis. To date, over 500 members have accessed the History of Oral and Maxillofacial Surgery chapter. Staff is currently looking into bundled pricing options now that the new vendor can support it. This will be incorporated into an updated marketing strategy.

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Resident Organization of AAOMS (ROAAOMS) Paul A. Covello, President Stephanie N. Zastrow, Vice President Daniel A. Hammer, Immediate Past President Matthew E. Lawler, District I Representative Kenneth Kufta, District II Representative Michael B. Border, District III Representative Daniel C. Reece, District IV Representative Gregory D. Lohr, District V Representative Sonia M. Bennett-Selbert, District VI Representative Ehlie K. Bruno, Committee Liaison Thomas F. Burk, Committee Liaison Austin J. Gaal, Committee Liaison Dr. Brett L. Ferguson, Board Liaison Dr. A. Thomas Indresano, Board Liaison

The Resident Organization Executive Committee convened in Las Vegas, NV during the 2016 AAOMS annual meeting to discuss current activities, projects and issues related to residency education and training. The Executive Committee met in February 2017 and convened six conference calls. The Executive Committee appreciates the support of AAOMS and the Board of Trustees.

2016 Annual Meeting Highlights The ROAAOMS convened its educational program during the Annual Meeting. The program included Dr. Anthony Sclar presenting on the ALL-ON-4® Treatment Concept: Diagnosis to Delivery and Dr. Daniel Buchbinder presenting Virtual Planning for Orthognathic Surgery.

In accordance with ROAAOMS guidelines, a quorum is needed for all business and elections. The quorum shall consist of qualified voting members present. ROAAOMS elected a new vice president, six district representatives and three committee liaison representatives as reflected in the above 2016-2017 ROAAOMS Executive Committee roster.

In addition, ROAAOMS convened two additional educational programs. ROAAOMS convened a ROAAOMS/ABOMS Orientation program which provided residents with an understanding of the accomplishments of ROAAOMS and polices and protocols for board certification. ROAAOMS

also convened a program with OMSNIC that presented a simulated legal deposition where the defendant OMS was deposed. An attorney played the part of the attorney and demonstrated how a patient record can either help or hinder your defense.

ROAAOMS also has an exhibit booth at the Annual Meeting this year.

Dental School Visits One of the primary goals of the ROAAOMS executive committee is to continue dental school visits and informal learning sessions. ROAAOMS has conducted dental school visits for the past ten years. This grassroots effort focused on visiting dental schools without OMS residency programs. The program continues to provide a relaxed forum for dental students to become familiar with OMS training and scope of practice.

Involvement within the ASDA ROAAOMS continues active involvement with the American Student Dental Association (ASDA). ROAAOMS attended the 2017 ASDA Annual Session in Orlando, FL in March, 2017 to present an educational session on oral and maxillofacial surgery and to increase the students’ interest in the specialty. Additionally, ROAAOMS attended the second national leadership conference held on Nov. 4 in Chicago, IL. Continued involvement in ASDA has

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positively impacted the success of ROAAOMS/AAOMS in educating and recruiting dental students into the specialty.

OMS Reference Guide, 4th Edition The committee distributed the 4th edition of the OMS Reference Guide to all residents in the Fall of 2016 and will distribute to all first year residents the following five years. The fourth edition included updated medical illustrations/content and two new chapters, Oral and Maxillofacial Infections and Pharmacology. The committee revised the revision cycle for the next edition to take place in 2021, moving to a 5 year revision cycle to align with revision schedule of other AAOMS documents.

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Special Committee on Education and Learning (SCEL) Dr. David Grogan, Chairperson Dr. Michael S. Block Dr. Matthew Dennis, DMD Dr. James R. Hupp Dr. Vasiliki Karlis Dr. Vincent J. Perciaccante Dr. Mark J. Steinberg Dr. Larry E. Stigall Dr. Peter D. Waite Dr. Louis K. Rafetto Dr. Brett L. Ferguson, Board Liaison

Meetings The SCEL met in person April 19-20, 2016, and via conference call July 20, 2016 and Jan. 12, 2017.

Goals The goal of the SCEL is to review AAOMS education in total (Advanced Education, Practice Management and Continuing Education), create a blueprint or roadmap to include timing, venue and content, coordinate educational offerings and identify opportunities to partner with others through various educational tools and meetings.

Blueprint The SCEL reviewed resources and data including but not limited to, CE hours claimed, evaluation survey results, session formats, topics at meetings and attendee categories as a baseline for the development of a blueprint for AAOMS educational opportunities with the goal of better directing clinical continuing education topics and number of CE hours over a three year planning cycle to encompass all educational modalities (online, live, enduring, etc.) The blueprint provides a rotation of topics over a 3 year period and allocates the percentage of said topics per year. The blueprint also takes into account patient safety and patient outcomes and encompasses all three divisions at AAOMS (Advanced Education, Practice Management and Continuing Education) who plan education.

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Faculty Educator Development Award (FEDA) Review Committee Dr. Paul S. Tiwana, Chair Dr. Jasjit K. Dillon Dr. David E. Frost Dr. Ole T. Jensen Dr. Pushkar Mehra Dr. Dale J. Misiek Dr. Douglas P. Sinn Dr. Martin B. Steed Dr. Victor L. Nannini, Board Liaison The FEDA Review Committee met May 15, 2017 at AAOMS Headquarters to review applications for the 2017 Faculty Educator Development Award and present recommendations on awardees. Twenty-three (23) applications for the FEDA were received from faculty at 22 OMS residency programs. Seven of the 23 applicants previously applied for the FEDA. All applications were excellent but the committee determined two of the applicants were not eligible for the award based upon the current guidelines. The applications were ranked independently by each member of the committee and discussed thoroughly by the committee. The following four faculty members were selected as FEDA winners and will be awarded $40,000 annually for three years beginning in 2017, with each sponsoring institution given a one-time award of $10,000:

Michael R. Markiewicz, DDS, MD, MPH University of Illinois at Chicago

Caryolyn C. Dicus Brookes, DMD, MD Froedtert and Medical College of Wisconsin

Mohammed Kamel Qaisi, DMD, MD, FACS John H. Stroger Jr. Hospital of Cook County

Ryan J. Mirchel, DDS MD University of Cincinnati

Twenty-two (22) of the sixty-one (61) FEDA recipients currently serve as program director and six serve as chairmen.

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Special Committee on OMS Parameters of Care (ParCare) Dr. Paul G. Sims, Chair Dr. Stuart E Lieblich, Assistant to the Chair Dr. Michael Rollert, Anesthesia Dr. Michael Miloro, Patient Assessment Dr. Stuart E. Lieblich, Dentoalveolar Surgery Dr. R. Gilbert Triplett, Dental and Craniomaxillofacial Implant Surgery Dr. David A. Cottrell, Surgical Correction of Maxillofacial Skeletal Deformities Dr. Barry Steinberg, Cleft and Craniofacial Surgery Dr. Mark Ochs, Trauma Surgery Dr. Gary Bouloux, Temporomandibular Joint Surgery Dr. J. Michael McCoy, Diagnosis and Management of Pathological Conditions Dr. Alexis B. Olsson, Reconstructive Surgery Dr. Jon Perenack, Cosmetic Maxillofacial Surgery Dr. Mark A. Egbert, Pediatric Oral and Maxillofacial Surgery Dr. Robert S. Clark, Board Liaison

The Special Committee on OMS Parameters of Care continued work on the 6th edition of the Parameters of Care: AAOMS Clinical Practice Guidelines for Oral and Maxillofacial Surgery (AAOMS ParCare 2017). Subcommittee Chairs met on July 14, 2016 and thoroughly reviewed all parts of the ParCare document. The updated draft was posted on the AAOMS member website for review and comment. Member comments and major changes were presented at an open forum held Sept. 22, 2017 at the AAOMS Annual Meeting in Las Vegas, Nev. The ParCare committee submitted the final draft to the Board of Trustees for approval in December 2016. The approved Patient Assessment and Anesthesia in Outpatient Facilities chapters were sent to the American Society of Anesthesiologists for comment. The final document was also shared with the International Association of Oral and Maxillofacial Surgeons for endorsement. ParCare will be published in 2017 as a supplement to the Journal of Oral & Maxillofacial Surgery. Each chapter was updated to identify changes in procedures and drugs (both added and dropped), and to clarify language. Major changes include: discussion regarding specialized care for the geriatric patient; increased material on surgical orthodontics; additional information on dealing with neurologic defects; reorganization of the Implant chapter; change of chapter name from

Cosmetic Maxillofacial Surgery to Facial Cosmetic Surgery; and tightly refocusing the anesthesia references to oral surgery and dentistry.

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Special Committee on Maxillofacial Oncology and Reconstructive Surgery (SCMORS) Dr. Rui P. Fernandes, Chair Dr. Deepak Kademani Dr. Brent B. Ward Dr. Joseph I. Helman Dr. Brian M. Woo Dr. Eric Carlson Dr. J. David Morrison, Board Liaison

The Special Committee on Maxillofacial Oncology and Reconstructive Surgery (SCMORS) will meet at AAOMS headquarters on July 17, 2017. The committee duties include development of educational programs, overseeing the area of oral cancer, coordinating collaborative studies, and increasing awareness of oral, head and neck cancer.

The committee advocates for AAOMS involvement in organizations related to head and neck oncology and reconstructive surgery, including the International Federation of Head and Neck Oncologic Societies (IFHNOS), the International Academy of Oral Oncology (IAOO), the American Head and Neck Society (AHNS), and the American Academy of Otolaryngology – Head and Neck Surgery (AAO-HNS).

The committee seeks to increase the specialty’s scientific presence in international affairs and with domestic organizations involved in the treatment of oral, head and neck cancer. The committee developed and sponsored a symposium with the International Academy of Oral Oncology (IAOO) in Bangalore, India in May 2017.

The committee seeks to increase OMS participation in Oral Cancer Awareness activities during April, the Oral Cancer Awareness Month. The committee will increase communications to members about how to become more involved six (6) months prior to April, 2018 in an effort to increase participation.

An outstanding program has been developed for the 2017 MORS educational program during the AAOMS annual meeting. The program is no longer a ticketed preconference course and is included in the general registration fee.

Members are encouraged to attend this day long program on Saturday, Oct., 14, 2017.

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Committee on Membership (CM) Dr. Timothy S. Shahbazian, Chairman Dr. Katherine A. Keeley Dr. Gayle T. Miranda Dr. Mary F. Stavropoulos Dr. Heath M. Stewart Dr. Paul Covello, ROAAOMS Consultant Dr. Paul J. Schwartz

The Committee on Membership (CM) convened via conference call on December 6, 2016, and April 4, 2017. The Committee on Membership will meet via conference call on Aug. 16, 2017 prior to the 2017 Annual Meeting.

The CM continues to be encouraged by the number of chief residents that apply for AAOMS membership within the year they finish training. 204 out of the 238, or 86%, in 2016 applied in time to receive the AAOMS graduated dues structure, whereby they did not pay any dues in 2017, and will pay 1/3 dues in 2018, 2/3 dues in 2019, and full dues thereafter. The Association continues to receive applications from the 2016 graduates well into 2017, even though the applicants no longer qualify for the graduated dues structure. Additionally, AAOMS has already received applications from 71, or 29%, of the 245 estimated 2017 graduates, in advance of completion of their OMS training programs.

The CM and the Committee on Anesthesia (CAN) continue to work together to ensure that all members remain in compliance with the office anesthesia recertification requirements that were approved by the House of Delegates in 2003. OMS component societies have until the end of July, 2017, to report any members who are not in compliance with the office anesthesia evaluation requirement; the CM will recommend any non-compliant members be dropped at the 2017 Annual Meeting.

The CM and the Committee on Practice Management and Professional Staff Development (CPMPSD) continue to concentrate on developing additional programs and services for the allied staff membership category. In 2016, AAOMS allied staff members numbered more than 1,200; however, consistent with the past few years, about half of

the members did not renew and were dropped in March, 2017. As of May 26, 2017, current allied staff members sponsored by AAOMS fellows, members and candidates total 1,060.

2017 Candidate Status As of May 26, 2017, the Committee on Membership is recommending to the 2017 House of Delegates that 39 candidates be elected into membership. 323 candidates remain with incomplete applications. Consistent with past years, many more candidates will complete their applications before the commencement of the 2017 Annual Meeting.

Provisional Membership Category As of May 26, 2017, 69 provisional members have successfully completed their anesthesia evaluation and/or fulfillment of state OMS society meeting attendance. Accordingly, the CM is recommending to the 2017 House of Delegates that they be moved to full membership. 199 members remain in the provisional membership category.

Status of Membership as of May 26, 2017 Since the 2016 Annual Meeting, eight members resigned, and 116 requests for reinstatement were approved.

As of May 26, 2017, waivers of 2017 dues were recommended for 33 fellows, members and candidates. This number is higher than years past due to requests received from life members, following the reintroduction of dues to this category of membership. Reduction of 2017 dues was recommended for 19 members.

Life membership will be granted effective with the 2017 Annual Meeting for 176 fellows and members. This is the highest number elected to life status in AAOMS history. Retired membership is being recommended for 37 fellows and members.

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Committee on Practice Management and Professional Staff Development (CPMPSD) Dr. Jay C. Platt, Chair Dr. Stephanie J. Drew Dr. David A. Fenton Dr. Christopher J. Haggerty Dr. Suzanne Stucki-McCormick Dr. Debra M. Schardt-Sacco Dr. J. Alexander Smith Dr. Monty C. Wilson Dr. David E. Yates Dr. Donald P. Lewis, Jr., Consultant Dr. Larry E. Stigall, Consultant Dr. Robert S. Clark, Board Liaison The Committee on Practice Management and Professional Staff Development (CPMPSD) met on March 5-6, 2017 in Nashville, Tenn. Also present were allied staff committee members, Jennifer Brady and Wendy Beard. The CPMPSD reviewed registration totals and course evaluations from all 2016 practice management and allied staff programs. The committee also determined which available practice management and clinical staff resources will be updated in the near future. The CPMPSD continues to monitor practice trends in the oral maxillofacial surgery practice and evaluate continuing education offerings, resources and programs, as well as practice management and allied staff publications and news items produced on behalf of AAOMS. In 2016, overall sales of AAOMS practice management products increased. Staff is working to update the SASS I and SASS II publications, and the Practice Management Manual. AAOMS Today continues to include relevant and current practice management material in Practice Management Notes and Practice Management Matters.

The CPMPSD continues to review practice management and allied staff inquiry trends from AAOMS members and their staff, as well as industry-wide trends to determine the focus of new products, courses, and future articles. Inquiries of the greatest concern in 2016 were related to the DAANCE, assistant courses (Anesthesia Assistants Review Course, Anesthesia Assistants Skills Lab, Advanced Protocols for Medical Emergencies), practice

management standalone meeting, regulatory compliancy (HIPAA, OSHA), health information technology, record retention, benchmarking statistics, practice startups and transitions, and vendor/supply requests. The CPMPSD also oversees the development and sales of the AAOMS’ library of practice management and compliance publications, as well as resources for clinical staff. The CPMPSD continues to monitor current state legislation pertaining to auxiliary staff.

Practice Management Stand-Alone The CPMPSD conducted its 17th Practice Management Stand Alone meeting in San Antonio, Texas on April 22, 2017, with a presentation by Dave Weber entitled “Make Progress On Purpose.” Evaluation results and onsite feedback indicate the program was a huge success and participants found his presentation very worthwhile.

Webinars AAOMS will continue to sell the past recordings of AAOMS webinars. The 2016 webinar “Diligence or Downfall in the OMS Practice: Your Practice – the Importance of Correct Instrument Processing” was informative and well-received by participants, with 130 offices registered for the live event. In February 2017, Lois Banta presented a webinar focusing on accounts receivable in the OMS practice called, “Empower Your Practice – Know Your Numbers.” Forty-five offices registered for the

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live event, and the recording is now available for purchase in the CE On-Demand section of the AAOMS website. In May 2017, Kevin Johnson will present “Extreme Ownership of Your Implant Practice and Treatment Acceptance.” Following the live presentation, his material will also be available in the CE On-Demand center. Staff is currently coordinating the development, marketing and execution of the next practice management webinar, presented by Dr. Larry Stigall. This presentation will focus on organization of the crash cart in the OMS office and take place in mid-September.

DAANCE In 2016, 1,411 people completed the Dental Anesthesia Assistants National Certification Examination (DAANCE). As of May 1, 2017, 744 individuals have registered to participate in the DAANCE. The CPMPSD also continues its support and marketing of the Allied Staff Member category in workshop brochures, AAOMS Today, on the AAOMS website and in other AAOMS newsletters and social media vehicles, such as LinkedIn and Facebook.

Advanced Protocols for Medical Emergencies The committee conducted its 13th Advanced Protocols for Medical Emergencies course for Assistants on April 22-23, 2017, in San Antonio, Texas. This program had good attendance with positive evaluation feedback. Next year’s course is expected to do well, and will be held in Atlanta, Ga.

Anesthesia Assistants Review Course The Anesthesia Assistants Review Course held in December 2016, in conjunction with the Dental Implant Conference in Chicago was a huge success. Attendance at this course continues to exceed 200 and is a sell-out every

year. A spring course held on March 4-5, 2017 in Nashville, Tenn. Was also well attended. The course continues to follow a systems approach, which has been well received by attendees and aids them as they learn about the treatment of emergencies within these systems. Future courses will continue to be offered in December 2017 in conjunction with the Dental Implant Conference in Chicago and in February 2018 in Las Vegas, Nev.

Anesthesia Assistant Skills Lab The CPMPSD will present two Anesthesia Assistant Skills Labs in conjunction with the 2017 AAOMS Annual Meeting in October and one lab at the December 2017 Dental Implant Conference. The December conference includes an expanded afternoon session to maximize attendance. In the past three years, an expanded afternoon session has been offered and sold out each time, also being very well-received by attendees.

Annual Meeting The 98th AAOMS Annual Meeting and Scientific Sessions in Las Vegas, Nev. included 32 practice clinics. Overall, attendance and evaluations were excellent. Preparation for the 2017 Annual Meeting practice management and professional and allied staff sessions is currently underway – it will include 33 practice clinics. The Practice Management and Allied Staff Sessions Day Pass allows Annual Meeting participants to attend as many practice management/allied staff sessions as they so choose, all at the cost of one low daily registration fee – this is being offered to interested attendees for the fifth year in a row. This flat fee includes morning and afternoon sessions, and is additional to the cost of the general registration fee. A separate fee is required to attend either of the two Anesthesia Assistants Skills Lab sessions.

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Committee on Public and Professional Communications Dr. Steven L. Fletcher, Chair Dr. Lee F. Allen Dr. Jasjit K. Dillon Dr. Bryan P. Keegan Dr. Timothy M. Osborn Dr. Ronald H. Nellen Dr. Robert L. Flint, Consultant Dr. Ehlie K. Bruno, ROAAOMS Representative Dr. Mark A. Egbert, Board Liaison

The Committee on Public and Professional Communication (CPPC) met May 20-21, 2017, at AAOMS headquarters in Rosemont, Ill., and also via conference call, during which the following issues were addressed.

Websites AAOMS.org

The home page received 174,192 unique total visitors in 2016. After the home page, the pages that were visited the most often last year were the Upcoming AAOMS Events page (25,373 unique views), DAANCE (19,043) and NBME CBSE (15,644). AAOMS Meetings and Exhibitions ranks next with 12,052 unique page views on the section’s landing page. On the AAOMS.org home page desktop view, there are a number of “Quicklink” clickable icons that direct to key AAOMS information on the site and/or important partner websites. Of the 10 Quicklinks, the most visited is Career Line, AAOMS’s online job board, with 7,292 clicks in 2016, followed by MyOMS.org, with 1,525 unique clicks.

MyOMS.org

One of the key objectives of the AAOMS Informational Campaign is to drive traffic to MyOMS.org. All digital and print ads in the campaign display the MyOMS.org URL. The most visited pages in 2016 were Corrective Jaw Surgery procedure information page (95,732 unique page views) and the home page (64,256). The home page images were replaced in May with a carousel of images featuring people whose pictures were taken during photo shoots for AAOMS ads and videos. The home page refreshes with a new photo every time it loads and are responsive-display for all formats (e.g., desktop, tablet, mobile device).

Products Gross product sales for 2016 totaled $413,188, the lowest year-end sales total to date. Despite monthly e-store promotions and brisk sales at the Annual Meeting and Dental Implant Conference, the lack of new product offerings and the sun-setting of older products contributed to the lower sales totals in 2016. AAOMSstore.com is the largest order source with 53 percent of orders being placed on the AAOMS e-store, followed by phone orders at 37 percent. The Surgical Update program, which for many years were disseminated to the AAOMS membership and members of the American Dental Association, issued its final publication in 2017. Written by oral and maxillofacial surgeons and produced by Elsevier, Inc as a component of the agreement to publish the Journal of Oral and Maxillofacial Surgery, the final eight-page article focused on Alveolar Split Bone Augmentation.

Social Media Social media serves as a great communication tool for AAOMS to connect with the general public and the AAOMS membership. AAOMS staff completed a review of the 2016 social media platforms including Facebook, Twitter, LinkedIn (launched in June 2016), Instagram (launched in September), Pinterest (launched in September), Vimeo and YouTube. Growth in the accounts was noted, including Facebook (25 percent), Twitter (21 percent), LinkedIn (54 percent), Instagram (55 percent), Vimeo (5 percent) and YouTube (36 percent). Pinterest had an average of 630 monthly viewers. The growth of these platforms is the result of a more-focused social media strategy. Staff expect these accounts to continue positive growth patterns. In December, the target audiences of

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these platforms were realigned to better support the AAOMS Informational Campaign. With the exception of LinkedIn, the business-professional networking site, all platforms are now strictly consumer-facing.

Media Relations AAOMS believes media and public relations are an effective component of the Informational Campaign strategy to attract reader interest on items that showcase OMSs’ expertise and experience. Press releases are being developed, and then carefully disseminated, on consumer-interest JOMS articles as well as AAOMS programs and initiatives. AAOMS is using several media distribution services and media tracking services to gauge the effectiveness of this effort.

Social media bar Following a successful Social Media Bar experience in 2016, the 2017 offerings in the Exhibit Hall at the Annual Meeting will feature: how to best use the Informational Campaign materials; personalized one-on-one social media consulting; six learning labs during exhibit hall breaks; and a takeaway booklet with social media best practices and guidelines.

E-communications More than 200 eblasts were sent by AAOMS in 2016 – many to all members, and others to smaller targeted groups based on engagement, interests or meeting attendance. The emails include regular President’s Newsletters, monthly Advocacy News, messages about upcoming events and educational offerings, and important member alerts. For all AAOMS email blasts in 2016, the average open rate was 37.94 percent and the average click-through rate was 9.98 percent. The email designs were upgraded and refreshed to provide a cleaner, more contemporary look in early 2017.

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Journal of Oral and Maxillofacial Surgery Editorial Board Dr. James R. Hupp, Editor-In-Chief Dr. Thomas B. Dodson, Associate Editor Dr. Daniel M. Laskin, Editor Emeritus Dr. Leon A. Assael, Editor Emeritus Section Editors Dr. Michael S. Block, Implants Dr. John H. Campbell, Dentoalveolar Surgery Dr. Eric R. Carlson, Surgical Oncology &

Reconstruction Dr. Sung-Kiang Chuang, Statistical Reviewer Dr. Edward Ellis III, Craniomaxillofacial Trauma Dr. Stuart E. Lieblich, Anesthesia/Facial Pain Dr. Michael Miloro, Craniomaxillory Facial

Deformities/Cosmetic Surgery Dr. M. Anthony Pogrel, Pathology Dr. C. Randolph Todd, Molecular Biology Consultant Managing Editor Carmen E. Hupp

AAOMS Board Liaisons Dr. Brett L. Ferguson, President-Elect Dr. A. Thomas Indresano, Vice President Editorial Board Dr. Gary F. Bouloux Dr. Scott B. Boyd Dr. Stephanie J. Drew Dr. Elie M. Ferneini Dr. Antonia Kolokythas Dr. David K. Lam Dr. Joshua E. Lubek Dr. David B. Powers Dr. Faisal A. Quereshy Dr. Derek M. Steinbacher Dr. C. Randolph Todd Dr. Michael D. Turner International Editorial Board Dr. Nardy A. Casap, Israel Dr. Eduardo Valmaseda-Castellon, Spain Dr. Kenichiro Murakami, Japan

The Editorial Board of the Journal of Oral and Maxillofacial Surgery met at the Embassy Suites, Rosemont, Ill., on Sunday, April 30, 2017.

In 2016, 1,691 manuscripts were submitted to JOMS, up 6 percent from the previous year. The acceptance rate was 26 percent, similar to other years. The Surgical Oncology & Reconstruction and Perspectives/LTE/Other sections had the highest acceptance rates at 41 percent each, while the Dental Implants section had the lowest acceptance rate at 14 percent.

The United States led countries that submitted articles at 305, while China was second (302) and India was third (154). Overall, 64 countries provided submissions.

The average time from the day an article is submitted to first decision was 18.1 days, slightly slower than 16.9 in 2015 but quicker than 23.5 in 2011. It is one of the fastest first-decision journals in surgery, according to Elsevier. Articles are in their final version online within 7.8 weeks, an improvement from 10 weeks in 2015.

For 2016, JOMS had 710 reviewers, including 568 from the United States. The average number of

days to complete a review was 10.4, down from 11.3 the previous year. The journal is always looking for more reviewers.

Total circulation was 8,668 in 2016, down slightly from 8,785 in 2015.

The impact factor was 1.631 in 2015, the most recent available year, up from 1.425 in 2014. JOMS ranked 32nd among 91 dental, oral surgery and medicine journals.

Commercial sales are predominantly in print. Overall, the advertising market is down in the healthcare market -2.4 percent.

Dr. Randolph Todd has moved into the new position of Molecular Biology Consultant. Dr. Eric Carlson is stepping down as Section Editor for Surgical Oncology and Reconstruction. A job opening notification has been published in AAOMS Today and JOMS news. Board Members whose terms end Dec. 31 are Dr. Shahrokh Bagheri, Dr. Scott Boyd, Dr. Faisal Quereshy and Dr. Randolph Todd. New Board Members whose three-year terms began

Jan. 1 are Dr. Elie Ferneini (renewed), Dr. Antonia Kolokythas and Dr. Michael Turner.

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The Board also addressed the following issues at its meeting:

Readers Circle The JOMS Editorial Board recommended the Board of Trustees discontinue the Readers Circle program. Its fiscal impact was a loss of revenue of about $3,600, but this does not accurately reflect the cost of time and resources of the managing editor, staff and vendor. The Board of Trustees voted to discontinue the program at the end of 2017.

Anniversaries With the 100th anniversary of AAOMS and the 75th anniversary of JOMS next year, Dr. Hupp has requested examples of issues that have impacted the specialty. JOMS will run articles about the issues starting later in 2017 through October 2018.

Supplements The dental implant surgery supplement went to third-year dental students early this year. It is also available online.

Press releases JOMS press releases now are being written in a way to attract more readers and inform them of OMS expertise and experience. Press releases can be viewed on AAOMS.org and Elsevier websites and LinkedIn.

Perspectives section These submissions are intended to be opinion pieces that address interesting topics.

Clinical Focus Section editors select articles of importance with an explanation of why they are worth readers’ time. Its interest is being reviewed, and a hiatus may begin in June.

Resources Other resources to support the journal and its editors include social media, mobile apps, search engine marketing and journal metrics.

Daniel M. Laskin Award The 2017 award will be presented Oct. 11 at the 2017 AAOMS Annual Meeting in San Francisco, Calif. The award will go to “Objective and Subjective Outcomes Following Maxillomandibular Advancement Surgery for Treatment of Patients with Extreme Severe Obstructive Sleep Apnea,” authored by Reginald H.B. Goodday, DDS, MSc, FRCD(C); Susan E. Bourque, DDS, MD, MSc; and Pember Bates Edwards, DDS. The article appeared in Volume 74, Issue 3, of JOMS.

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Special Committee on the AAOMS Informational Campaign (SCAIC) Dr. Louis K. Rafetto, Chair Dr. Douglas W. Fain Dr. Brett L. Ferguson Dr. A. Thomas Indresano Dr. J. David Johnson Jr. Dr. Steven L. Fletcher Dr. N. Ray Lee Dr. Victor L. Nannini Dr. Ehlie K. Bruno, ROAAOMS Representative

The Special Committee on the AAOMS Informational Campaign oversees the AAOMS informational campaign, which now is in its fourth year of operations. The special committee is tasked with delivering progress reports to the Board of Trustees and the House of Delegates. In addition, it worked with Athorn Clark and Partners on areas related to content and strategic resolution in the campaign’s consumer and dental community outreach activities. The SCAIC met via conference call, during which the following issues were addressed.

Athorn Clark and Partners (ACP) With the campaign well-established, the committee agreed with a staff recommendation to terminate the ACP contract and, through a restructuring of the AAOMS communications division, move the management work of the campaign in-house. The budget previously earmarked for the ACP strategic management fee and the 17.65 percent commission fees would instead be reallocated for campaign tactics: digital media advertising, creative production, print advertising and public relations. A new digital marketing firm was identified through an RFP process and started work in mid-May.

Promotion Calendar With the special assessment in the first of its three-year timeframe, a comprehensive promotions calendar was developed to tell members how their resources are being spent and what the campaign is doing for them.

Print advertising This spring, the AAOMS Informational Campaign introduced its first-ever national, consumer-facing, print advertisement. The ad was unveiled in an Oral

Health supplement inserted into USA Today newspapers around the country. The tabloid-format, semi-gloss insert reached about 750,000 readers, as the Informational Campaign ad touts the full range of procedures in which OMSs specialize. Additionally, the print and online publication features an article submitted by AAOMS President Douglas Fain titled “Understanding the Wisdom Behind Extracting Wisdom Teeth.” While most print ads are expensive and reach a limited audience, this print publication back-page ad cost 1 percent of the overall 2017 campaign budget, with a national reach both in print (ad and article) and online (article). This is intended to be the only consumer-facing print ad purchased this year. A copy was mailed to each member with the May/June AAOMS Today.

Public Service Announcements The three AOMS video PSAs – focusing on 1) how to do an oral self-exam, 2) the connection between HPV and oral cancer and 3) obstructive sleep apnea – have been playing on TV stations across the country. Metrics show that the two oral cancer PSAs have been played more than 45,000 times since 2015 to an audience of over 280 million since their release, with an equivalent ad dollar value of more than $6 million. The OSA video was released late in 2016 and has been played more than 9,000 times to an audience of 62 million with an equivalent ad dollar value of $1.16 million. The PSAs also are available for members to download from AAOMS.org and use on their practice websites.

Dental Community Outreach The campaign focused its resources on 1) dental students who may consider a specialty in oral and maxillofacial surgery or, once in practice, decide to

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refer to OMSs, and 2) dental hygienists, who are an important source of patient referrals. AAOMS continued its sponsorship of the ADA Morning Huddle for Dental Students, a daily online newsletter that is similar in content to the ADA Morning Huddle for practicing dental professionals. Informational Campaign ads appear there as well as in the ASDA publication.

Awards The AAOMS Informational Campaign has been honored with several national and international awards in 2017, recognizing the campaign’s quality and effectiveness in conveying the message of OMS expertise and driving prospective patients to MyOMS.org, where they can search for AAOMS members in their area. The awards include:

Hermes Creative Awards The Informational Campaign won nine awards in this international competition of marketing and communication professionals. The overall campaign earned the top Platinum Awards in the Public Relations category and the Communications/Marketing category. The “What is an OMS?” video won a Platinum Award in the Nonprofit Video category. The campaign also won four Hermes Gold Awards for the dental implant surgery video in the Educational Video category; the MyOMS.org website in the Association Website and Medical Website categories; and the “Are you at risk for oral cancer?” video in the TV PSA category. Both the wisdom teeth management video and oral cancer PSA picked up honorable mentions in the Educational Video category.

Healthcare Advertising Awards In the largest healthcare advertising awards competition, which is run by Healthcare Marketing Report (the national newspaper of healthcare marketing), a national panel of judges evaluated video and website entries on creativity, quality, message effectiveness, consumer appeal, graphic design and overall impact. AAOMS earned two awards for work in connection with the Informational Campaign – a top Gold Award for the “What is an OMS” video and a Bronze Award for the MyOMS.org website.

Aster Awards The campaign was honored with two Gold Awards in the contest that recognizes the top healthcare marketing campaigns, electronic media and other

collateral. The Informational Campaign won a top Gold Award in the Surgical Services promotional campaign category and a second Gold Award for the MyOMS.org website design. A panel of industry experts judged entries on their overall effectiveness, quality, creativity, design and production.

Cancer Awareness Advertising Awards The AAOMS-produced oral cancer PSA video and a print ad garnered top Gold Awards from the program, an annual national contest honoring excellence in cancer awareness marketing and advertising.

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Special Committee on the AAOMS Centennial (SCAC) Dr. Brett L. Ferguson, Chair Dr. David M. Grogan Dr. J.W. Hudson Dr. James R. Hupp Dr. J. David Johnson Jr. Dr. Michael C. Matzkin Dr. William J. Nelson Dr. Stephanie N. Zastrow, ROAAOMS Representative

The Special Committee on the AAOMS Centennial (SCAC) was established to consider possible events and activities to enhance the 100th AAOMS Annual Meeting, Scientific Sessions and Exhibition, which will be held Oct. 8 to 13, 2018, in Chicago, Ill. The SCAC is chaired by Dr. Brett L. Ferguson, who will serve his term as AAOMS President during the Association’s centennial year.

The SCAC met via conference call on March 28, 2017, to discuss opportunities for celebrating the Association’s 100th anniversary.

Centennial events and activities The committee has approved a number of activities and items currently under development for the centennial celebration, such as seeking proclamations from federal, state and Chicago governments; a distinctive anniversary logo; ongoing features in AAOMS Today and JOMS; 2018 Annual Meeting program books; a 2018 President’s Event at the Art Institute of Chicago; and videos to be shown at the 2018 Annual Meeting.

History books AAOMS has been working with an outside publisher to develop an AAOMS centennial history book.

Lapel pins A pin commemorating the 2018 Annual Meeting and AAOMS Centennial will be produced and distributed as a keepsake for all 2018 Annual Meeting attendees.

Commemorative opportunities The SCAC is considering the idea of offering members the opportunity to purchase space for their names on a commemorative item such as a large wall hanging or brick walkway to be installed at AAOMS headquarters as a memorial gift.

History museum A history museum will be on display at the 2018 Annual Meeting, offering attendees a hands-on historical experience.

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Special Committee on Clinical Research (SCCRI) Dr. James Q. Swift, Chair Dr. Michael C. Block Dr. Deepak G. Krishnan Dr. Stuart E. Lieblich Dr. Edward Ellis, III Dr. Thomas B. Dodson, OMSF Representative Dr. A. Thomas Indresano, Board Liaison The Special Committee on Clinical Research Initiatives continues efforts to establish a clinical research arm of the AAOMS in collaboration with other entities, including the OMS Foundation.

The first pilot project on third molar extraction and antibiotics completed enrollment in early first quarter 2016. Data was presented during the PBRN Open Forum on Thursday September 22nd in Las Vegas, Nev.

The Special Committee recognizes that the inaugural study has enlightened the participants to the various requirements that are necessary to conduct studies, including the use of an Institutional Review Board, federal and local laws and regulations, participant agreements, as well as the requirements of the Food and Drug Administration, the National Institutes of Health, the US Department of Health and Human Services and the Centers for Disease Control and Prevention.

AAOMS presented the Poster: Creating a Practice Based Research Network in Oral Maxillofacial Surgery at the IADR/AADR/CADR General Session & Exhibition in San Francisco, California on Friday, March 24, 2017. There were numerous attendees that viewed the poster and discussed the project including leaders from the NIDCR National Network. The AAOMS representatives discussed the development of the OMS network and the collaboration with the University of Cincinnati Institutional Review Board.

Dr. Stuart Lieblich presented the Oral Abstract: Trends in Antibiotic usage among Oral Maxillofacial Surgeons – A PBRN Study on Saturday, March 25, 2017. The session was presented during the oral and maxillofacial surgery session and Dr. Lieblich presented the

study and results of the PBRN Third Molar study followed by a Q&A session. The presentation was well received by attendees.

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Special Committee on Women in OMS Dr. Janice S. Lee, Chair Dr. Tara L. Aghaloo Dr. Joli C. Chou Dr. Debra M. Sacco Dr. Brittany L. Sonichsen Dr. Mary Franci Stavropoulos Dr. Jennifer E. Woerner The special committee met via conference call in Fall 2016 and Spring 2017. The two main areas discussed were the establishment of a Special Interest Group (SIG) for Women in OMS and exploring avenues for networking opportunities for women in OMS. The focus of the special committee has been to develop goals and objectives for the SIG and expand on networking opportunities to determine what medium would be desired and the focus of the member communications. This year, a little over 5% of our practicing fellows and members are women. Women comprise 16% of OMS residents and 10% of AAOMS standing committees. All women OMS are encouraged to attend the inaugural meeting of the special interest group being held on Thursday, October 12, 2017. The SIG will discuss the establishment of the Special Interest Group Board, the impact of the dynamics affecting the specialty’s future in regards to women in oral and maxillofacial surgery and the recruitment efforts of AAOMS with regards to women entering oral and maxillofacial surgery.

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Board of Trustees (BT) Dr. Douglas W. Fain, President Dr. Brett L. Ferguson, President-Elect Dr. A. Thomas Indresano, Vice President Dr. J. David Johnson, Jr., Treasurer Dr. Louis K. Rafetto, Immediate Past President Mr. Scott C. Farrell, Secretary and Executive Director (ex-officio) Dr. Victor L. Nannini, Trustee, District I Dr. Paul J. Schwartz, Trustee, District II Dr. Robert S. Clark, Trustee, District III Dr. J. David Morrison, Jr., Trustee, District IV Dr. B.D. Tiner, Trustee, District V Dr. Mark A. Egbert, Trustee, District VI

SECTION I -- ACTIVITIES OF THE BOARD OF TRUSTEES September 2016 - June 2017

Board of Trustees’ Meetings By the end of the 2017 annual meeting, the Board of Trustees and officers will have met on at least 12 occasions (5 meetings and 7 conference calls) since the 2016 annual meeting in Las Vegas, Nev.

Deliberations of the Board after the production of this report will be contained in the Board’s 2017 supplementary report for consideration by the 2017 House of Delegates.

Many conference calls have been held during the year by the Board of Trustees, senior management team and committees. This has helped to conserve time at Board meetings and to expedite implementation of items of an urgent nature. Actions of the Board’s conference calls are reported in the Board actions. The Board actions are uploaded to the AAOMS website and can be viewed through the use of a password which has been provided to eligible individuals. Matters of an urgent nature can be approved by way of e-mail ballots to expedite progress. This mechanism is used several times annually. Results of e-mail ballots are required to be unanimous and are published in the Board actions.

Major activities and programs conducted by the Association during the past year are presented in the annual reports of the committees. This report contains Board decisions and comments on activities and proposals for consideration by

the 2017 House of Delegates. Section II of this report provides comments and recommendations on 2016-2017 financial affairs; the Association's financial status as of June 30, 2017; and the proposed budget for 2018.

The Board of Trustees' comments and recommendations on proposals from Association agencies appear in Section III of this report in accordance with Chapter VI. Section 90, Paragraph K. of the Bylaws.

Representation at Regional and State Component Society Meetings and International Affairs Each year the Board members attend as many component society meetings as possible. In addition, the Board of Trustees has conducted liaison with international colleagues and organizations.

In accordance with the AAOMS’ records, the following is an account of meetings that Board members have attended or will attend in 2016-2017.

Dr. Fain: New York Society of OMS, California Association of OMS, Southwest SOMS, Canadian Association of OMS, IAOMS, British Association of OMS, and British Association of Oral Surgeons.

Dr. Ferguson: Southwest Society of OMS, Canadian Association of OMS, California

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Association of OMS, and British Association of OMS

Dr. Indresano: California Association of OMS, Southeast Society of OMS, IAOMS

Dr. Johnson: Southeastern Society of OMS, Texas Society of OMS, Southwest Society of OMS, California Association of OMS

Dr. Rafetto: Southeastern Society of OMS, Texas Society of OMS, Southwest Society of OMS, California Association of OMS

Dr. Nannini: Massachusetts Society of OMS, New York Society of OMS

Dr. Schwartz: Maryland Society of OMS, Washington DC Society of OMS, Middle Atlantic Society of OMS

Dr. Clark: Southeastern Society of OMS, Virginia Society of OMS, Kentucky Society of OMS, Florida and South Carolina SOMS

Dr. Morrison: Indiana Society of OMS. Illinois Society of OMS, Ohio Society of OMS

Dr. Tiner: Southwest Society of OMS, Texas Society of OMS, Oklahoma Society of OMS

Dr. Egbert: Washington State Society of OMS, California Association of OMS

In addition to Board attendance at regional and state society meetings and distribution of the AAOMS Board Actions to regional and state society officials and members of the House of Delegates, each trustee prepares and distributes an e-mail newsletter to fellows and members and resident members in his respective district on Board deliberations following each face-to-face meeting.

President Douglas W. Fain continues to report the latest information on AAOMS activities and programs through the President’s e-newsletter. To provide fellows/members with current information and updates, Dr. Fain transmits this publication on a bi-weekly basis.

AAOMS Committee Meetings and Representation at Allied Organizations' Meetings During the period September 2016 through September 2017, the AAOMS will have convened more than 200 meetings, conference calls and liaison activities with related organizations. In addition, CPT/ICD-10 Coding

Workshops/Webinars, Anesthesia Assistants Review Courses, the Clinical and Scientific Innovations in OMS Conference, the Anesthesia Patient Safety Conference, a stand-alone practice management conference, a professional state advocates forum, Day-on-the-Hill, hands-on skills and soft tissue courses, an OMS faculty meeting, and a Dental Implant Conference, including Webinars on various subjects, were held. The specialty's liaison activities with related and allied organizations and government agencies have continued to increase.

During the year, special committees were appointed, reappointed and reconstituted to consider issues/items needing detailed review with recommendations for the Board’s consideration. These special committees met in face-to-face meetings and/or by teleconference.

The Board expresses appreciation to fellows and members who so willingly offered their time to participate in AAOMS activities and as members of committees, including representation at allied groups’ meetings. Excellent programs, projects and publications have resulted from your participation and input. The Board commends these fellows and members for their expertise and efforts in furthering the goals and objectives of our specialty. You are an integral part in enhancing the quality of oral and maxillofacial surgery treatment, surgical procedures, techniques and patient care.

Liaison Activities The AAOMS establishes and maintains liaison activities with other organizations for a variety of reasons -- to protect the interests of our specialty; to enhance the goals of the specialty; or to produce programs that are mutually beneficial. During 2016-2017, the AAOMS board or agents of the board have met or will meet with the following organizations:

• Academy of Osseointegration (AO)• Accreditation Association for Ambulatory

Health Care (AAAHC)• Accreditation Council of Graduate Medical

Education (ACGME)• American Academy of Oral and Maxillofacial

Pathology (AAOMP)

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• American Academy of Pediatric Dentists(AAPD)

• American Academy of Periodontology (AAP)• American Association of Dental Consultants

(AADC)• American Association of Endodontists (AAE)• American Association of Orthodontists

(AAO)• American Association of Public Health

Dentistry (AAPHD)• American Board of Oral and Maxillofacial

Surgery (ABOMS)• American Cleft Palate-Craniofacial

Association (ACPA)• American College of Oral and Maxillofacial

Surgery (ACOMS)• American College of Prosthodontists (ACP)• American College of Surgeons (ACS)• American Dental Education Association

(ADEA)• American Dental Association (ADA)• American Medical Association (AMA)• American Dental Society of Anesthesiology

(ADSA)• American Society of Anesthesiologists (ASA)• British Association of Oral and Maxillofacial

Surgeons (BAOMS)• Canadian Association of Oral and

Maxillofacial Surgeons (CAOMS)• International Association of Oral and

Maxillofacial Surgeons (IAOMS)• Joint Commission (JC)• OMS Foundation (OMSF)• OMS National Insurance Company

(OMSNIC)

American College of Surgeons In 2015, the Board of Trustees worked with the American College of Surgeons (ACS) on the development of a pathway that will allow eligible single-degree oral and maxillofacial surgeons to apply for Fellowship in the ACS. The first convocation including single-degree OMSs into the ACS occurred in October 2016 and was made up of 65 OMSs. This continues to be an exciting opportunity for our specialty. At present, there are nearly 300 dually qualified

oral and maxillofacial surgeons who are Fellows of the ACS, and our specialty is represented by a Section within the College. As the number of oral and maxillofacial surgeons grows within the ACS, full Council representation can be achieved. The process for single-degree OMS is coordinated through AAOMS and is announced through the various communication channels including AAOMS Today and the President’s e-news communicator.

ABOMS Director Nominees The board accepted the slate of three nominees (Drs. Pushkar Mehra, David B. Powers, and Faisal A. Quereshy) for ABOMS director as submitted by the ABOMS for transmittal to the 2017 House of Delegates, of whom one will be elected to serve an eight-year term, October 2017-October 2025. The Board acknowledges that, in accordance with the joint policy with the ABOMS, additional nominees meeting the criteria and policy procedure may be submitted to the House.

Awards During the 99th Opening Session and Awards Ceremony on Wed., Oct. 11, at the 2017 Annual Meeting in San Francisco, Calif., the following awards will be presented.

Dedication of 2017 Annual Meeting This year, the board is pleased to announce that the 2017 annual meeting in San Francisco will be dedicated posthumously to Dr. William H. Bell, Stowe, Vt.

The Robert V. Walker Distinguished Service Award The Robert V. Walker Distinguished Service Award is presented when deemed appropriate to recognize an individual who has made a major current contribution to the specialty of OMS. This year, the Board of Trustees and Advisory Committee on Awards Nominations elected to present the award to Dr. Thomas B. Dodson, Seattle, Wash. for his outstanding contributions and leadership to the specialty.

Committee Person of the Year Award Annually, the AAOMS presents the Committee Person of the Year Award to a committee member whose services were exemplary during the preceding year. Dr. James E. Mercer, West Columbia, S.C., is the 2017 recipient of the

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award for his service on the Committee on Healthcare Policy, Coding and Reimbursement.

Donald B. Osbon Award for Outstanding Educator Dr. Steven M. Roser, Atlanta, Ga., has been selected to receive the 2017 Donald B. Osbon Award for Outstanding Educator. The award, consisting of a framed certificate and $2,000 designated to an educational institution of the recipient’s choice to support education, is presented annually to an individual identified as the year’s most outstanding educator.

Daniel M. Laskin Award for Outstanding Predoctoral Educator Dr. Ruben Figueroa, Boston University Goldman School of Dental Medicine, has been selected to receive the 2017 Daniel M. Laskin Award for an Outstanding Predoctoral Educator. The award, consisting of a framed certificate, is presented annually to recognize an individual who has been identified as the year’s most outstanding predoctoral educator in the specialty.

FEDA Award Winners Four individuals were selected to receive the FEDA Awards in 2017. Each individual will be funded $40,000 annually for three years beginning in 2018 with each of the sponsoring institutions provided a one-time award of $10,000. They are:

Michael R. Markiewicz, DDS, MD, MPH University of Illinois at Chicago

Caryolyn C. Dicus Brookes, DMD, MD Froedtert and Medical College of Wisconsin

Mohammed Kamel Qaisi, DMD, MD, FACS John H. Stroger Jr. Hospital of Cook County

Ryan J. Mirchel, DDS MD University of Cincinnati

Presidential Achievement Award This award was established in 1996 to recognize up to two individuals (who have not previously received the Distinguished Service Award, Gies Award in OMS or Annual Meeting Dedication) for important contributions of benefit to the specialty of oral and maxillofacial surgery through clinical, academic, research, or public service activities. Drs. James M. Boyle, III, York, Pa. and Daniel J. Gesek, Jacksonville, Fla. were selected as the 2017 recipients of the award.

Humanitarian Award for Fellows and Members The “Humanitarian Award” recognizes fellows and members who have donated substantial time and effort with their local community or on a global basis that results in an improvement in the quality of life for the public. The board is pleased to announce that Dr. Shahid R. Aziz, (Fellow) Mountainside, N.J. and Dr. R. Bruce MacIntosch, (Fellow) Northville, Mich., are the 2017 recipients of this award.

Outstanding Legislator of the Year Award The “Outstanding Legislator of the Year Award” recognizes legislators from the state and federal levels for superb contributions to legislation that would positively affect the specialty. In 2017, U.S. Rep. Jackie Walorski (R-Ind. 2nd District) was selected to receive this award.

Special Honorary Fellowship The House of Delegates in 2002 adopted a resolution to permit the Board of Trustees, as desired, to bestow a special honorary fellowship to presidents of non-USA oral and maxillofacial surgery organizations for the duration of the presidents’ term of office. For 2017, the Board of Trustees elected Mr. Stephen Dover, President of the British Association of Oral and Maxillofacial Surgeons (BAOMS) and Ms. Tara Renton, President of the British Association of Oral Surgeons (BAOS), to receive a special honorary fellowships in the AAOMS.

John F. Freihaut Political Activist Award The John F. Freihaut Political Activist Award was established to recognize fellows and members, state OMS societies, state dental associations or groups of individuals for their outstanding grassroots efforts and support of legislative issues at the state and federal level. The board is pleased to announce that Dr. Eugene M. D’Amico III of Newark, Del., was selected to receive the 2017 John F. Freihaut Political Activist Award.

Clinical Research Award The Clinical Research Award for Fellows and Members was established in 2014. The award was established to recognize fellows and members engaged in clinical research which fosters innovations and new diagnostic and therapeutic interventions applicable to the clinical practice of oral and maxillofacial

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surgery. The 2017 recipient of the award is Dr. Leonard B. Kaban, Boston, Mass.

Resident Award Program The Resident Scientific Research Award Program consists of the submission of manuscripts by residents from which up to five may be selected by the Committee on Continuing Education and Professional Development for presentation during the annual meeting abstract sessions. This year two residents were selected to receive $2,000 awards. They are: Buffered 1% Lidocaine with Epinephrine Can Be as Effective as Non-buffered 2% Lidocaine with Epinephrine for Maxillary Field Block by James Alexander Phero, DDS, Chapel Hill, N.C. and Analysis of Buccal Bone Changes and Positional Accuracy of Immediately Placed and Provisionalized Single Implants in the Maxilla using Computer–Guided Templates: A Prospective Study by Ashish P. Sharma BDS, MSD, Loma Linda, Calif.

Board of Trustees' Advisory Committee on Awards Nominations (ACAN) The board’s advisory committee, comprised of Past Presidents Lee Pollan, Chair, Ira D. Cheifetz, Larry More, Gerald Laboda, R. Lynn White and Immediate Past President Louis K. Rafetto (ex-officio), convened its meeting on March 6, 2017. Nominations from members of the board, committees, regional/component societies and fellows/members were reviewed. By ballot, the advisory committee selected recipients for the awards for presentation to and consideration by the board. At the April 9-10, 2017 meeting, the Board of Trustees approved ACAN’s recommendations. Fellows and members are encouraged to attend the awards ceremony on Wednesday, Oct. 11 in San Francisco, Calif. and to join the Board of Trustees and Awards Nominating Committee in honoring colleagues and friends on this special occasion.

Fellows and members are encouraged to submit nominations for AAOMS awards. The deadline is January 31 annually. Criteria and nomination information can be found on the AAOMS website.

Board Committees and Related Activities Standing Committees During the year, the Board reviews committees and committee appointment to ensure

appropriate use of the Association’s resources. Included in this review is the determination on the continuance of committees. This year, the Board felt that the Committee on Hospital and Interprofessional Affairs has fulfilled its duties and there is no longer a need for a standing committee. The Board of Trustees presents the following resolution and recommends its adoption:

RESOLUTION B-1 RESOLVED, that Chapter IX. Committee and Sections, Section 10: Name, Composition, Term of Appointments and Duties, I. Committee on Hospital and Interprofessional Affairs (lines 1320-1329) of the Bylaws be amended to read with all confliction bylaws and policies amended accordingly (Bold Underline = Addition, strikethrough = deletion):

I. Committee on Hospital and InterprofessionalAffairs (CHIA)

Duties: The committee shall review and analyze matters pertaining to the interaction of oral and maxillofacial surgeons with hospitals, ambulatory care facilities, and other institutions and organizations, including issues related to credentialing, privileges, accreditation and other professional activities.

Composition: The committee shall be composed of six (6) members, one from each district, who may serve up to two (2) consecutive three-year (3 year) terms, with up to three (3) consultants to provide insight into special interest groups.

The Board also discussed the importance of continuity on the Committee of Anesthesia (CAN) given the volume and importance of projects the committee is working on, such as the simulation program and Office Anesthesia Evaluation process. The Board presents the following resolution and recommends its adoption:

RESOLUTION B-2 RESOLVED, that Chapter IX • Committees and Sections, Section 10. Name, Composition, Term of Appointments and Duties, C. Committee on Anesthesia of the Bylaws be amended to read with all conflicting bylaws, policies etc. amended accordingly (strikethrough = deletion, underline = addition):

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C. Committee on Anesthesia (CAN)

Composition: The committee shall becomposed of 6 members, one from eachdistrict, and a Chair, all of whom shall befellows/members of the Association.Committee members are eligible tocomplete up to two (2) consecutive three-year terms. The Chair may serve for atotal of up to eight (8) ten (10) years onthe committee.Chair: The Chair shall be appointedannually by the AAOMS Board ofTrustees. The chair must have served aminimum of three years on thecommittee within the last five years. Thechair is limited to serving three (3) one-year terms.Duties: The committee shall review issuesrelative to anesthesia, including theanesthesia updates, programs,simulation, and recommend action by theAssociation on matters pertaining to painand anxiety control.

Special Committees

During the year, the Board appointed new special committees to review and complete specific tasks. In addition, the Board sunset special committees that had completed the task for which they were established. Status reports on the various special committees are provided to the House in the Reports of the Board of Trustees and Committees.

ADA Annual Session Annually the Board reaffirms the AAOMS’ active participation and visibility at the ADA annual sessions. All members of the AAOMS board will attend the ADA annual session on Oct. 19-23, 2017 in Atlanta, Ga. The AAOMS breakfast will be convened Saturday morning, Oct. 21, with the AAOMS hosted reception that evening. Attendees at the breakfast will include AAOMS fellows and members active in the ADA House, including those who serve on ADA councils. The AAOMS reception at the ADA annual session is attended by members of the ADA House of Delegates and councils, the Board of Trustees and senior staff. The AAOMS will continue to maintain a headquarters office to accommodate AAOMS meetings, requests for information and a place for representatives to

gain knowledge about activities of interest to the specialty.

The ADA Liaison Committee will continue to hold meetings or conference calls to address matters of importance to the AAOMS. The committee will convene a conference call and/or meeting in the fall to discuss issues before the ADA House. The ADA Liaison Committee is comprised of AAOMS fellows and members who are active in the ADA trustee districts and serve as either a delegate or alternate to the ADA House, or have expertise in ADA activities.

During 2017, the AAOMS officers met several times with the ADA officers to discuss issues of importance to the specialty.

Dental Specialty Group Liaison The Dental Specialty Group met on Feb. 2, 2017, prior to the ADA Commission on Dental Accreditation’s meeting in Chicago, Illinois. The next scheduled meeting of the group will be Aug. 3, 2017 and representatives of the nine recognized specialties of dentistry will participate. The AAOMS Officers and members of senior staff will attend. A number of items of mutual interest will be discussed.

ADA Specialty Recognition Taskforce The Board of Trustees continues to monitor potential changes to the ADA Specialty Recognition process through participation on the ADA Specialty Recognition Taskforce. Dr. Brett Ferguson has served as the AAOMS representative. A summit of the recognized dental specialties is scheduled in June. Drs. Ferguson and Indresano will attend on behalf of the AAOMS.

AAOMS Anesthesia Patient Safety Conference The AAOMS Anesthesia Patient Safety Conference was held April 27, 2017 at the American Society of Anesthesiologists headquarters in Schaumburg, Ill. Approximately 100 OMS leaders from AAOMS committees, state dental boards and state OMS societies were on hand as well as members of the AAPD, American Academy of Periodontology, ABOMS, ADA, ASA, American Dental Society of Anesthesiology, Anesthesia Patient Safety Foundation and OMSNIC.

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During the day-long conference, speakers addressed topics about patient safety, such as identification of at-risk patients before surgery, techniques for anesthesia administration and monitoring, emergency preparedness, and the importance of simulation training for team members.

AAOMS believes being able to provide sedation in an ambulatory or office setting is a privilege and a great responsibility. Our top concern is patient safety. We must ensure practitioners who administer sedation in the office are properly trained and dedicated to continuing education so they are aware of the most current equipment, drugs and techniques. They also must be knowledgeable of physical evaluation and the relationship between patients’ health and the type, level and dosage of the anesthetic as well as supplied with the proper monitoring and rescue equipment that assisting staff knows how and when to use.

Terms of Office During its Jan. conference call, the Board of Trustees discussed terms of office for trustees. The 2016 Vice Presidential election included three district Trustee candidates and as a result the two candidates that were not successful left the Board. The Board hopes that this loss of leadership will not occur in the future if Trustee terms may be extended one additional two-year term. The Board of Trustees presents the following resolution and recommends its adoption:

RESOLUTION B-3

RESOLVED, that CHAPTER VI • BOARD OF TRUSTEES, Section 30. Term of Office, of the AAOMS Bylaws as follows: (strikethrough = deletion; bold underline = addition/change)

The term of office of the President, President-Elect and Vice President shall be for one year. The term of office of the Treasurer shall be up to two (2) consecutive two-year terms. The Immediate Past President shall serve for one year immediately following his term as President.

The term of office of the President, President-Elect, Vice President, Treasurer and Immediate Past President shall be as designated above or until their successors are elected and installed.

The term of office of trustees shall be two (2) years or until their successors are elected and installed. The consecutive tenure of a trustee shall be limited to two (2) three (3) full terms. Trustees elected or appointed to fulfill an unexpired trustee term shall be elected to a new full two-year term and then be eligible for re-election to a second two additional two-year terms for a total of four six (6) years.

Annual Meetings, Conferences and Other Events: Annual Meetings Marketing efforts were continued to increase attendance at AAOMS annual meetings and conferences. Continuing a high level of service, the AAOMS provided the registration materials by e-mail and mail in advance of the annual meeting to all fellows and members who pre-registered. Registration for meetings and ticketed events and reservations for hotel accommodations are available through the AAOMS Web Site as well as printed copy.

Upcoming annual meetings are as follows:

99th Annual Meeting, Scientific Sessions and Exhibition Marriott and Moscone Convention Center South; San Francisco, Cali. – Oct. 9 - 14, 2017

100th Annual Meeting, Scientific Sessions and Exhibition Hilton Hotel and McCormick Place West; Chicago, Ill. – Oct. 8 - 13, 2018

101st Annual Meeting, Scientific Sessions and Exhibition Westin Boston Waterfront and Boston Convention Center; Boston, Mass. – Sept. 16 - 21, 2019

102nd Annual Meeting, Scientific Sessions and Exhibition Grand Hyatt and Henry B. Gonzalez Convention Center; San Antonio, Texas – Oct. 5 - 10, 2020

Dental Implant Conferences The Dental Implant Conference offerings continue to grow with the addition of pre-conference didactic courses.

2017 Dental Implant Conference Sheraton Chicago Hotel and Tower, Chicago, Ill. – Nov. 30 – Dec.2, 2017

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2018 Dental Implant Conference Sheraton Chicago Hotel and Tower, Chicago, Ill. – Nov. 29 – Dec. 1, 2018,

AAOMS Strategic Plan, 2015-2017 The AAOMS Strategic Plan is an agenda item for each board and committee meeting. Revisions/additions requested by committees (if any) are reviewed by the board at each

meeting and/or conference call and the plan may be revised accordingly. In addition, the board continues to monitor the progress of initiatives and adjust activities as necessary. This year was the final year in the three-year strategic plan cycle. Below is the 2015-2017 plan which also appears on the AAOMS website. The 2018-2020 Strategic Plan will be provided in the Board’s Supplemental Report.

Mission Assure excellence in patient care by advancing, promoting, and protecting the specialty of oral and maxillofacial

surgery, and the skill and professionalism of AAOMS members.

Vision AAOMS members practice at the highest level of quality and professionalism AAOMS members have made a demonstrable difference in the lives of their patients, and communities AAOMS members are professionally fulfilled and satisfied

Values

Oral and maxillofacial surgeons are uniquely qualified to care for patients that require surgery of the face, mouth and jaw. Patients deserve the highest quality care Oral and maxillofacial surgeons are committed to the highest standards of ethics and professionalism Membership in AAOMS is an honor and privilege

Perspective Strategic Priority Objective

Education Set standard of excellence in education and training

for AAOMS members, their staffs, and OMS Residents

Increase participation of OMS, office staff, and residency training programs in the AAOMS simulation programs.

Pilot new educational technologies in regional programs.

Facilitate predoctoral training in OMS

Increase dental implant educational offerings

Research Catalyze advances in the specialty of OMS and promote scholarship

Revise Standard 6 via CRET / RRC / CODA and implement

Complete 3 clinical research studies

Improve member awareness of research

Quality Strengthen quality in OMS care delivery

Develop and disseminate top 3 priority clinical guidelines

Integrate simulation and other technological advances as component of OAE Align AAOMS programs and services to best available data on outcome measures, quality and safety

Practice Optimize the practice of AAOMS members Help practices prepare for the future

Optimize coverage and appropriate payment for OMS procedures

Advocacy Advance and protect the specialty of OMS

Align and strengthen advocacy priorities with quality data

Develop a strategy for improving access to care for OMS patients Influence policy by identifying and targeting key decision makers

Communications Promote the brand, mission, vision, and values of AAOMS

Increase web hits and changes in public awareness of OMS

Keep AAOMS relevant in dental and medical communities

Leadership Development

Strengthen the leadership skills and abilities of AAOMS members

Conduct a leadership conference for Residents and Early Career OMS

Strengthen the leadership skills and abilities of current AAOMS leaders Develop a plan to create opportunities for AAOMS members to lead

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Liaison with OMS Foundation Communication between the AAOMS Board of Trustees and OMS Foundation Board of Directors this past year has been extensive and very productive. At their joint meeting in June 2017, an agreement was reached which will result in significant changes to the OMS Foundation board structure, operational improvements and a closer working relationship with the AAOMS.

For some years, there have been discussions between the two boards on how to develop an even more effective, efficient and meaningful approach for encouraging participation and contributions to the Foundation from the universe of potential donors, including individual AAOMS Fellows and Members, industry partners and others. Beginning in July 2016 the two boards formed working groups which met regularly by conference call and at a face-to-face meeting in Las Vegas. These groups reviewed the historical relationship between the AAOMS and the OMS Foundation, the structures and management of the organizations and the resulting productivity and success of the OMS Foundation over the last five years. In addition, the groups looked at the structural relationship of other peer associations and their affiliated foundations. This review clearly showed that in the dental, medical and professional association fields, a close alignment of strategic plans, board composition and supporting staff has enhanced participation in their related foundations, which led to enhanced effectiveness of the goals of both organizations – the association, the foundation and their memberships.

These studies and their discussions led to the development of a strategic alliance agreement which culminated in a significantly new approach to the future selection of foundation leadership, which was thoroughly examined at the June 2017 joint meeting of the boards. This fresh approach will result in a revision of the OMS Foundation Bylaws and changes to the OMS Foundation Board of Directors and operating structure. The staff of the OMS Foundation will become employees of the AAOMS and the Foundation will appropriately

compensate the AAOMS for staff and other resources dedicated to helping operate the OMS Foundation.

These changes in the Foundation’s structure result in necessary changes to the AAOMS Bylaws. The AAOMS Board of Trustees believes that these proposed changes will lead to a renewed membership enthusiasm for participation in the OMS Foundation and a more professional approach to management of the relationships between the two organizations. The Board of Trustees presents the following six resolutions and recommends their adoption:

RESOLUTION B-4

RESOLVED, that Chapter VI. Board of Trustees, Section 90. Qualifications, Duties, (lines 814-852) of the Bylaws be amended to read with allconflicting bylaws, policies etc. amendedaccordingly (strikethrough = deletion, underline= addition):

Section 90. Duties:

A. To provide for the maintenance andsupervision of the headquarters and allother property or offices owned or operatedby the Association.

B. To appoint the Executive Director of theAssociation and Editor and Assistant Editorsof the Journal of Oral and MaxillofacialSurgery.

C. To determine the dates and place forconvening of each annual meeting and otherAssociation meetings.

D. To cause to be bonded by a reliable suretycompany any officer or employee of theAssociation entrusted with funds of theAssociation for whatever amount is deemednecessary.

E. To cause all accounts of the Association tobe audited annually by a reputable auditor.

F. To prepare a budget for carrying on theactivities of the Association for each ensuingfiscal year.

G. To provide for the publication anddistribution of all official publications of theAssociation.

H. To provide, 40 days prior to the annualmeeting, an annual report of the Board of

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Trustees to the House of Delegates which shall embrace activities of the board since the previous annual meeting, including a report on the Association’s priorities and strategic management plan.

I. To create or abolish committees other thanthose set forth in Chapter IX. of theseBylaws.

J. To approve appointments, except House ofDelegates committees or as otherwiseprovided in these Bylaws or applicablepolicies.

K. To review the annual written reports of allcommittees and make recommendationsconcerning the same to appropriatereference committees of the House ofDelegates.

L. To approve all awards, honors, or otherspecial commendations given in the name ofthe Association.

M. To elect a director to the Oral andMaxillofacial Surgery Political ActionCommittee in accordance with its Bylaws.

N. To review and approve OMS FoundationBoard of Director officers and members,OMSF representatives to AAOMScommittee and members of the OMSFoundation Committee on Research, asprovided in the OMS Foundation bylaws.

O. To review operations of the OMSFoundation through reports and meetingswith the OMS Foundation Board ofDirectors

N. P. To perform such other duties as may be prescribed in these Bylaws.

RESOLUTION B-5

RESOLVED, that Chapter VII • Elective Officers of the Association, Section 90.Duties, D. Treasurer (lines 1049-1066) of the Bylaws be amended to read with all conflicting bylaws, policies etc. amended accordingly (strikethrough = deletion, underline = addition):

D. Treasurer: It shall be the duty of theTreasurer:

1. To serve as custodian of all monies,securities and deeds belonging to theAssociation, and to hold, invest and disburse

these subject to the direction of the Board of Trustees.

2. To oversee the annual audit of theAssociation.

3. To present at each annual meeting a reportof the finances of the Association.

4. To serve as Chair of the Finance and AuditCommittee and as a member of the Board ofTrustees and of its Executive and BuildingCommittees.

5. To function as Vice President in the event ofvacancy.

6. To serve as Treasurer of the ASI Board ofDirectors and the OMS Foundation asprovided in the OMS Foundation Bylaws

7. To perform such other duties as may beprovided in these Bylaws and the adoptedparliamentary authority.

RESOLUTION B-6

RESOLVED, that Chapter VII • Elective Officers of the Association, Section 90.Duties, E. Immediate Past President (lines 1068-1083) of the Bylaws be amended to read with all conflicting bylaws, policies etc. amended accordingly (strikethrough = deletion, underline = addition):

E. Immediate Past President: It shall be theduty of the immediate Past President:

1. To assist the President as required.

2. To serve as a member of the Board ofTrustees, the Executive Committee and asChair of the Building Committee.

3. To serve as a member of the Board ofDirectors of the Oral and MaxillofacialSurgery Foundation for one year and servein a liaison role between the two boards.

4. To function as Treasurer in the event ofvacancy.

5. To serve as a director of the ASI Board ofDirectors.

6. To perform such other duties as may beprovided in these Bylaws and the adoptedparliamentary authority.

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RESOLUTION B-7

RESOLVED, that Chapter IX • Committees and Sections, Section 10. Name, Composition, Term of Appointments and Duties, M. Committee on Public and Professional Communications (lines 1409-1416) of the Bylaws be amended to read with all conflicting bylaws, policies etc. amended accordingly (strikethrough = deletion, underline = addition):

M. Committee on Public and ProfessionalCommunication (CPPC)

Composition: The committee shall be composed of seven (7) fellows or members, life fellows or life members or provisional fellows or provisional members, six (6) of whom shall represent the trustee districts, with two (2) committee members appointed annually for terms of three (3) years. These members shall be limited to serving a tenure of up to two (2) consecutive terms. One voting member shall be appointed by the OMS Foundation chair from the OMS Foundation Board of Directors with approval from the OMS Foundation Board of Directors and the AAOMS Board of Trustees for a term of one year. This member may serve up to four (4) consecutive one-year terms

Duties: The committee shall be responsible for developing and implementing programs and publications for the dissemination of information regarding oral and maxillofacial surgery to the membership, general public, and health care professions. The committee shall coordinate and integrate communications regarding the specialty through editorial and managerial responsibility over products and public information in the print and electronic media. The committee shall oversee the public relations activities for projects designed to market the specialty. The committee shall also be responsible for communications and publicity for the OMS Foundation and for development and maintenance of its website.

RESOLUTION B-8

RESOLVED, that Chapter IX • Committees and Sections, Section 10. Name, Composition, Term

of Appointments and Duties, A. Committee on Research Planning and Technology Assessment (lines 1156-1175) of the Bylaws be amended to read with all conflicting bylaws, policies etc. amended accordingly (strikethrough = deletion, underline = addition):

A. Committee on Research Planning andTechnology Assessment (CRPTA)

Composition: The committee shall be composed of seven (7) voting members with research experience in broad areas of the specialty. District representation is favored but is not mandatory.

While there are no specific criteria for selecting a CRPTA member, those with extensive research experience should be considered for appointment. The Chair, or a designee, of the Foundation's Committee on Research shall serve as a non-voting member. One voting member shall be appointed by the OMS Foundation chair from the OMS Foundation Board of Directors with approval from the OMS Foundation Board of Directors and the AAOMS Board of Trustees for a term of one year. This member may serve up to four (4) consecutive one-year terms. All other committee members shall serve four-year terms, with appointments staggered so that no more than one member's term is completed annually and shall be limited to serving a tenure of up to two consecutive four-year terms. The Chair of this committee shall also serve on the Committee on Continuing Education and Professional Development.

Duties: The committee shall:

Serve as the entity to identify, assess, establish and plan research priorities for areas of interest in oral and maxillofacial surgery relating to clinical practice and technology transfer, and develop and implement a plan for the investigation of these areas. Areas of interest should be selected from developing research technologies and evaluated with evidence-based science.

Submit requests for funding of research and development projects to the Board of Trustees

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for approval or submission to the OMS Foundation.

The committee shall also undertake to Solicit concerns and inform and educate the general membership on research and technology matters through the conduct of an annual open forum on research usually held at the annual meeting.

RESOLUTION B-9

RESOLVED, that Chapter IX • Committees and Sections, Section 10. Name, Composition, Term of Appointments and Duties, L. Committee on Education and Training (CET) (lines 1366-1408) of the Bylaws be amended to read with all conflicting bylaws, policies etc. amended accordingly (strikethrough = deletion, underline = addition): L. Committee on Education and Training (CET)

Composition: The committee shall be composed of 15 16 members, all of whom shall be fellows or life fellows of the Association. Committee members, with the exception of the member from the OMS Foundation, are eligible to complete up to two (2) consecutive three-year terms. The Chair may serve for a total of up to eight (8) years on the committee. They are:

• 4 members appointed by the AAOMS Boardof Trustees

• 3 members selected by the Oral andMaxillofacial Surgery Faculty Section

• 3 members who are predoctoral full-timefaculty

• 2 members who are the AAOMSrepresentatives to the ADA ResidencyReview Committee

• 1 member who is the OMS Commissioner tothe Commission on Dental Accreditation

• 1 member who is the ABOMS representativeto the ADA Residency Review Committee

• 1 member who is a representative of theOMS Foundation Board of Directors

• 1-Chair appointed by the AAOMS Board ofTrustees

AAOMS Board Appointed Members: Four (4) members, appointed by the AAOMS Board of Trustees, shall serve three-year terms, with appointments staggered so that no more than two (2) members’ terms are completed in any given year. The four (4) members shall be limited to serving a tenure of up to two consecutive three-year terms. Any appointee serving an uncompleted term may be reappointed to only one additional three-year term. These members may not be current members of the AAOMS Board of Trustees.

Section Members: Three (3) members shall be the three (3) senior members of the Faculty Section Executive Committee who are elected by the Oral and Maxillofacial Surgery Faculty Section. These members may not be current members of the AAOMS Board of Trustees.

Predoctoral Members: Three (3) members shall be full-time predoctoral faculty within a CODA accredited dental school appointed by the AAOMS Board of Trustees. These members may not be current members of the AAOMS Board of Trustees.

AAOMS Member to ADA Residency Review Committee on OMS: Two (2) members shall serve by virtue of serving on the Residency Review Committee on Oral and Maxillofacial Surgery to the ADA Commission on Dental Accreditation in accordance with the ADA commission’s governing rules. These members are ineligible to concurrently serve as Chair of the committee.

ABOMS Member: One (1) member shall serve by virtue of his serving on the Residency Review Committee on Oral and Maxillofacial Surgery to the ADA Commission on Dental Accreditation in accordance with the ADA commission’s governing rules. This member is ineligible to serve as Chair of the committee.

OMS Commissioner: One (1) member shall serve by virtue of serving as the Chair of the Residency Review Committee on Oral and Maxillofacial Surgery to the ADA Commission on Dental Accreditation. This member is ineligible to

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concurrently serve as Chair of the committee. This AAOMS appointed member will be eligible to serve as Chair of the committee at the completion of serving as the OMS Commissioner.

OMS Foundation: One (1) member shall be appointed by the OMS Foundation chair from the OMS Foundation Board of Directors with approval from the OMS Foundation Board of Directors and the AAOMS Board of Trustees for a term of one year. This member may serve up to four (4) consecutive one-year terms.

Chair: The Chair shall be appointed annually by the AAOMS Board of Trustees from the AAOMS appointed members to the committee or Residency Review Committee or the three members elected by the Oral and Maxillofacial Surgery Faculty Section with the stipulation that the individual designated has completed a minimum of three years on the committee within the last five years. The chair is limited to serving three (3) one-year terms.

Duties: The committee shall:

• Review OMS Accreditation Standards andrecommend changes.

• Annually select the recipients of the FacultyEducator Development Award (FEDA).

• Review applications for OMS Foundationfellowship funding, rank the applicantsaccording to accepted criteria andrecommend OMS Foundation fundingaccordingly.

Headquarters Operations: Staff The AAOMS staff continues to be busy and productive in the best interest of the membership.

The Association's staff is comprised of almost 60 full-time positions. Eight (8) serve as the Senior Management Team (7 Associate Executive Directors, including a former members of the OMS Foundation staff, and one Executive Director).

Anniversaries During 2017, 8 members of the AAOMS and OMSF staff celebrated or will celebrate their 5th, 10th, 15th, or 25th Anniversaries. They are:

5 years 10 Years Karen Davis Fred Kruger Bozana Gasic 15 years Shannon Murray Denise Johnson Marina Motrenko 25 years Eric Smith Tracy Macino

Approval of Policies During the year, the Board reviewed and approved policy amendments proposed by committees, necessitated by changes proposed to the bylaws or other reasons which appear in Appendix I of the 2017 annual reports (see pg. AR-XX). Policies approved by the 2016 House were published as part of the Governing Rules and Regulations, 2016-2017, and were available to Association officials, members of committees, and the House of Delegates and state and regional society officers with announcement of its availability appearing in AAOMS media. Appendix I contains AAOMS policies with proposed changes, additions, deletions, etc. as of July 1 for consideration by the 2017 House. Should additional changes be made prior to the 2017 annual meeting, they will be included in the 2017 supplementary report of the board.

In accordance with Chapter VI. Section 80. c. of the Bylaws, the board recommends adoption of the following resolution:

RESOLUTION B-10 RESOLVED, that the amended or added policies as approved by the board during the period September 2016 - October 2017 – as reflected in Appendix I, page AR-101, of these 2017 Annual Reports, be approved. (majority)

Financial Impact: Minimal

In other actions, the Board • Approved moderators, speakers and

sessions for the 2017 Annual Meeting andthe Dental Implant Conference.

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• Approved the draft of the Parameters ofCare: Clinical Practice Guidelines for Oraland Maxillofacial Surgery (6th edition).

• Approved the proposed 2017-2018Committee Appointments.

• Approved proposed OMS accreditationstandards on anesthesia and pediatric cleftlip and palate fellowships.

• Approved new advertising formats for theAAOMS Today newsletter.

• Approved recommendations to moreeffectively manage the AAOMSInformational Campaign in-house andapproved staff moving forward withterminating the existing contract formanagement of the campaign.

• Approved allocating up to $30,000 for aconsultant in dental informatics andnomenclature to facilitate the capture ofdata in the OMS Quality Outcomes Registry(OMSQOR).

• Approved supporting the National SurgicalPatient Safety Summit InformationStatement.

• Approved one (1) member of the ROAAOMSexecutive committee to attend the 2017American Dental Education Association(ADEA) Annual Session in Long Beach, CAMarch 17-20, 2017.

• Approved renaming the CCEPDSubcommittee on Dental ImplantConferences the CCEPD Subcommittee onDental Implant Education.

• Appointed a Subcommittee on the Cultureof Anesthesia Safety.

• Approved complimentary access towebinars for AAOMS residents.

• Approved a ROAAOMS StandaloneEducational Program to be held in February2018 in Rosemont, Ill.

Reference Committee B is referred to other pages for review and consideration of additional reports and resolutions within its purview: Section II, Financial Affairs

Resolution B-11, Proposed 2018 Operating Budget

For Board of Trustees commentary on reports and resolutions before Reference Committee "B", see Section III, page AR-99.

AR-50

SECTION II

2016 Audited Results AR-51 Report on Building Operations AR-70 Report on 2017 Operating Budget as of May 31, 2017 AR-71 Report on Proposed 2018 Budget AR-73 Resolution B-11 AR-86 Appendices A-G AR-87

2016 AUDITED RESULTS

2016 Audited Results The Association’s 2016 financial statements were audited once again by an independent public accounting firm, Plante Moran, PLLC. The 2016 audit resulted in an unmodified (clean) opinion related to the AAOMS financial statements. Included in this report are the entire audited financial statements, including all accompanying notes, and the auditors’ opinion letter. Following are comments related to the Consolidated Statements of Financial Position and Consolidated Statements of Activities.

Consolidated Statements of Financial Position (page AR-54) Assets in total increased 13.5% from $24,094,858 at the end of 2015 to $27,339,856 at December 31, 2016. Looking at the most significant change amongst the categories, cash and investments combined increased 17.9% from approximately $18,665,000 at the end of 2015, to $22,007,000 at the end of 2016. Net property and equipment decreased approximately $80,000 to $3,207,000, as depreciation on fixed assets exceeded new purchases during 2016.

Liabilities in total increased approximately $2,362,000 during 2016, totaling $11,567,000 at the end of the year. The most significant change was in deferred income, which increased approximately $1,892,000 during 2016. The majority of this increase was due to advance collections of 2017 membership dues and assessments at the end of 2016 being greater than the comparable levels at the end of 2015, as informational campaign special assessments were collected in addition to dues.

Unrestricted Net Assets increased approximately $885,000 during 2016, totaling $15,773,107 at the end of the year. The House of Delegates Reserve Fund was closed during 2016 with a final balance of $257,317 transferred to the Operating Reserves. Board of Trustees designated net assets of $844,539 at the end of 2016 included the headquarters building cash reserve, a technology reserve, and a clinical research reserve (see Note 2 to the financial statements).

Consolidated Statements of Activities (page AR-55) Revenues totaled $18,872,882 in 2016, remaining flat compared to 2015 levels. Expenses in total increased slightly to $18,690,334. Nonoperating gains and losses, representing net realized/unrealized gains and losses on investments, reflected a gain of $702,952 in 2016, as opposed to a loss of $951,124 in 2015. Excluding nonoperating gains and losses, 2016 revenues were greater than expenses by $182,548, versus 2015 where revenues exceeded expenses by $285,940.

AR-51

Consolidated results include revenues (including nonoperating gains and losses) and expenses attendant to the following: the AAOMS Operating Fund, the Technology Reserve, the House of Delegates Reserve Fund, AAOMS Services, Inc., the OMSPAC administrative account, and non-cash items (mainly depreciation on fixed assets). The breakdown by area follows (amounts are in thousands):

Revenues

Over/(Under)

Revenues Expenses Expenses

AAOMS Operating Fund $19,304 $18,026 $ 1,277 House of Delegates Reserve Fund 70 90 (20) AAOMS Services, Inc. 527 381 146 OMSPAC Administrative Account 165 166 (1) Technology Reserve - 39 (39) Non-Cash (Depreciation, etc.) - 477 (477)

Consolidating Eliminations (490) (490) -

Total $ 19,576 $ 18,690 $ 886

Three revenue categories showed significant changes from 2015 to 2016. Total non-operating gains and losses resulted in a gain of $703,000 in 2016 versus a loss of $951,000 in 2015 as a rebound in the equity and commodity markets significantly impacted investment performance during the year. Annual meeting revenue increased from $3,647,000 in 2015 in Washington D.C. to $3,954,000 in Las Vegas. Exhibitor fees and registration fees were the primarycontributors to the increase in revenue, as the 2016 meeting had the highest revenue total ofany annual meeting surpassing the record held by the 2015 meeting. Educational program feesdecreased from approximately $2,890,000 in 2015 to $2,625,000 in 2016, or 18.5%. The mainreason for the change was decreased attendance at coding workshops.

As for programmatic expenditures, the most significant changes between years were in the General and Administrative expenses, the Annual meeting and Quality Assessment and Research. General and Administrative expenditures of $8,807,000 increased $163,000 over 2015. The increase was the result of an accrual for medical benefits due to the retired Executive Director in future years that was partially offset by savings in salaries and wages. Spending for the Annual meeting increased $115,000 in 2016 as convention center rental was significantly higher in Las Vegas and increased attendance resulted in additional expenditures. Quality Assessment and Research expenditures declined by $82,000 in 2016 as the bi-annual Research Summit & Young Investigators Workshop was held in 2015.

Most of the other programs experienced slight increases or decreases in 2016 versus 2015.

AR-52

Independent Auditor's Report

To the Board of TrusteesAmerican Association of Oral and

Maxillofacial SurgeonsAAOMS Services, Inc.

We have audited the accompanying consolidated financial statements of American Association of Oral andMaxillofacial Surgeons and AAOMS Services, Inc. (collectively, the "Association"), which comprise the consolidatedstatement of financial position as of December 31, 2016 and 2015, and the related consolidated statement ofactivities and cash flows for the years then ended, and the related notes to the consolidated financial statements.

Management’s Responsibility for the Consolidated Financial Statements

Management is responsible for the preparation and fair presentation of these consolidated financial statements inaccordance with accounting principles generally accepted in the United States of America; this includes the design,implementation, and maintenance of internal control relevant to the preparation and fair presentation ofconsolidated financial statements that are free from material misstatement, whether due to fraud or error.

Auditor’s Responsibility

Our responsibility is to express an opinion on these consolidated financial statements based on our audits. Weconducted our audits in accordance with auditing standards generally accepted in the United States of America.Those standards require that we plan and perform the audits to obtain reasonable assurance about whether theconsolidated financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in theconsolidated financial statements. The procedures selected depend on the auditor’s judgment, including theassessment of the risks of material misstatement of the consolidated financial statements, whether due to fraud orerror. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparationand fair presentation of the consolidated financial statements in order to design audit procedures that areappropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of theentity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating theappropriateness of accounting policies used and the reasonableness of significant accounting estimates made bymanagement, as well as evaluating the overall presentation of the consolidated financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our auditopinion.

Opinion

In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, thefinancial position of American Association of Oral and Maxillofacial Surgeons and AAOMS Services, Inc. as ofDecember 31, 2016 and 2015, and their changes in net assets and their cash flows for the years then ended inaccordance with accounting principles generally accepted in the United States of America.

April 20, 2017

AR-53

American Association of Oral and Maxillofacial SurgeonsAAOMS Services, Inc.CONSOLIDATED STATEMENTS OF FINANCIAL POSITIONDecember 31, 2016 and 2015

ASSETS 2016 2015

Cash 6,682,097$ 4,322,356$ Investments 15,325,085 14,342,883 Accounts receivable, net 468,027 481,531 Prepaid expenses 770,971 719,367 Deferred rent receivable 761,004 844,809 Other assets 125,215 93,651 Property and equipment, net 3,207,457 3,287,261

TOTAL ASSETS 27,339,856$ 24,091,858$

LIABILITIES AND UNRESTRICTED NET ASSETS

LiabilitiesAccounts payable 1,440,444$ 1,353,597$ Grants payable 224,817 223,175 Accrued liabilities 507,347 267,703 Deferred compensation liability 965,928 823,351 Deferred income 8,428,213 6,536,425

TOTAL LIABILITIES 11,566,749 9,204,251

Unrestricted net assetsDesignated - Board of Trustees 844,539 753,624 Designated - House of Delegates - 276,479 Undesignated 14,928,568 13,857,504

TOTAL UNRESTRICTED NET ASSETS 15,773,107 14,887,607

TOTAL LIABILITIES AND

UNRESTRICTED NET ASSETS 27,339,856$ 24,091,858$

The accompanying notes are an integral part of the consolidated financial statements.

AR-54

American Association of Oral and Maxillofacial SurgeonsAAOMS Services, Inc.CONSOLIDATED STATEMENTS OF ACTIVITIESYears ended December 31, 2016 and 2015

2016 2015Revenue

Dues, fees, and assessments 6,482,087$ 6,550,121$ Rental income 386,841 377,181 Investment interest and dividends 232,373 239,463 Annual meeting 3,954,379 3,646,972 Educational materials sales 450,248 558,390 Educational programs fees 2,624,363 2,890,296 Assistants programs fees 786,000 662,865 Journal of Oral and Maxillofacial Surgery subscription fees 726,407 712,446 Journal of Oral and Maxillofacial Surgery royalties 355,996 372,262 Other royalties 2,228,120 2,178,201 Grants, awards and sponsorships 283,400 336,075 Other revenues 362,668 349,551

Total revenue 18,872,882 18,873,823 Expenses

ProgramsAnnual meeting 2,900,539 2,785,618 Educational programs 2,093,723 2,093,923 Assistants programs 454,579 411,427 Journal of Oral and Maxillofacial Surgery 288,457 280,738 Advocacy programs 578,231 560,167 Communications 1,906,312 1,984,734 Representation - allied organizations 468,529 497,108 Resident programs 723,289 741,552 Quality assessment and research 82,872 164,692 Other programs 386,703 424,090

Total programs 9,883,234 9,944,049 Support services

General and administrative 8,807,100 8,643,834

Total expenses 18,690,334 18,587,883

Change in Net Assets before Nonoperating Gains and Losses 182,548 285,940 Nonoperating Gains and Losses Net realized (losses) gains on the sale of investments (525,015) 257,817 Net change in unrealized gains 1,227,967 (1,208,941)

Total nonoperating gains and losses 702,952 (951,124) CHANGE IN NET ASSETS 885,500 (665,184)

Net assets, beginning of year 14,887,607 15,552,791

Net assets, end of year 15,773,107$ 14,887,607$

The accompanying notes are an integral part of the consolidated financial statements.

AR-55

American Association of Oral and Maxillofacial SurgeonsAAOMS Services, Inc.CONSOLIDATED STATEMENTS OF CASH FLOWSYears ended December 31, 2016 and 2015

2016 2015Cash flows from operating activities

Change in net assets 885,500$ (665,184)$ Adjustments to reconcile change in net assets

to net cash provided by operating activitiesDepreciation and amortization 434,883 439,703 Provision for bad debt 60,000 - Realized loss (gain) on sale of investments 525,015 (257,817) Change in unrealized gain on investments (1,227,967) 1,208,941 Decrease (increase) in

Accounts receivable (46,496) (11,358) Prepaid expenses (85,162) (73,959) Deferred rent 14,117 6,416 Other assets (34,064) (5,669)

Increase (decrease) inAccounts payable 86,847 87,361 Grants payable 1,642 (67,725) Accrued liabilities 239,644 38,000 Deferred compensation liability 142,577 34,055 Deferred income 1,891,788 129,417

Net cash provided by operating activities 2,888,324 862,181

Cash flows from investing activitiesPurchase of property and equipment (249,333) (95,417) Proceeds from maturity and sale of investments 14,796,888 3,520,119 Purchase of investments (15,076,138) (3,973,772)

Net cash used in investing activities (528,583) (549,070)

Net increase in cash 2,359,741 313,111

Cash at beginning of year 4,322,356 4,009,245

Cash at end of year 6,682,097$ 4,322,356$

Cash paid during the year for income taxes 309,829$ 256,727$

The accompanying notes are an integral part of the consolidated financial statements.

AR-56

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 1 – Nature of Operations

The American Association of Oral and Maxillofacial Surgeons (“AAOMS”) contributes to the public welfare by advancement of the profession of dentistry and, in particular, of the specialty of oral and maxillofacial surgery, through service and continuing education to its membership.

The accompanying consolidated financial statements include the accounts of AAOMS Services, Inc. (“ASI”), AAOMS’s wholly owned for-profit subsidiary. ASI was organized to sponsor programs for AAOMS membership that fell outside the AAOMS’s tax-exempt charter.

All significant intercompany accounts and transactions between AAOMS and ASI (collectively, the “Association”) have been eliminated in consolidation.

NOTE 2 – Summary of Significant Accounting Policies

Basis of Presentation

Net assets are reported based on the existence or absence of donor-imposed restrictions. As the Association does not have any net assets with donor-imposed restrictions, the Association’s net assets and related activity have been reported as unrestricted.

As of December 31, 2016 and 2015, Board of Trustees designated net assets included a technology reserve of $95,886 and $135,501, respectively, and a headquarters building cash reserve of $407,492 and $395,974, respectively. In 2013, the Board of Trustees established a reserve for clinical research funding in the amount of $250,000, with expenditures commencing in 2014; as of December 31, 2016 and 2015, the reserve’s balance was $221,161 and $222,149, respectively.

House of Delegates designated net assets reflect funds that are available for special projects approved by the House of Delegates. These net assets provided a portion of the funding for the Faculty Educator Development Awards in 2016 and 2015. In 2016, the House of Delegates voted to eliminate the fund and the Board of Trustees established a reserve in the amount of $120,000 for funding the Faculty Educator Development Awards in 2017.

Cash

The Association maintains its cash balances in bank deposit accounts, which at times may exceed federally insured limits. The Association has not experienced any losses in such accounts and believes that it is not exposed to any significant credit risk.

Accounts receivable

Accounts receivable are carried at original invoice or royalty statement amounts less estimates made for doubtful receivables. Management determines the allowance for doubtful accounts by reviewing and identifying troubled accounts on a regular basis and by using historical experience applied to an aging of accounts. Receivables are written off when deemed uncollectible and reasonable collection efforts have been used.

AR-57

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 2 – Summary of Significant Accounting Policies (Continued)

Accounts receivable (Continued)

Recovery of receivables previously written off is recorded when received. As of December 31, 2016, the allowance for uncollectible accounts was $60,000. There was no allowance for uncollectible accounts as of December 31, 2015. Management believes all net outstanding receivables are collectible.

Investments

Investments are reported at fair value. Unrealized and realized gains and losses are included in the statement of activities as nonoperating revenue. Interest and dividends are also included in the statement of activities, net of investment management fees. Investment management fees totaled $56,154 and $53,785 in the years ended December 31, 2016 and 2015, respectively. The investments are exposed to various risks such as interest rate, credit and overall market volatility. Due to these risk factors, it is reasonably possible that changes in the value of investments will occur in the near term and could materially affect the amounts reported in the financial statements.

Revenue Recognition

The Association’s membership year is a calendar year. Membership dues, fees, and assessments are recognized as income in the membership year for which they are received. Amounts received in advance are deferred. Unearned membership dues, fees, and assessments which have been included in deferred income in the accompanying financial statements, amounted to $6,742,527 and $5,255,041 at December 31, 2016 and 2015, respectively.

Rental income from the Association’s headquarters building is recorded as revenue when earned.

Revenues from the Annual meeting, Educational program fees, and Assistants program fees are recognized in the year that the meeting or program takes place. Amounts received in advance for a meeting or program in the following year are deferred.

Journal of Oral and Maxillofacial Surgery subscription fees are recognized in the calendar year that covers the subscription term. Amounts received in advance are deferred.

Royalties associated with the Journal of Oral and Maxillofacial Surgery, insurance programs, ASI programs, and other member benefit programs are recognized as revenue when earned based on the underlying contractual terms.

Revenues associated with grants and awards consist of contributions from members and corporations. Grants and awards are recognized in the period that the commitment for support is obtained. All grants and awards received during 2016 were unrestricted.

AR-58

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 2 – Summary of Significant Accounting Policies (Continued)

Revenue Recognition (Continued)

In May 2014, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers (Topic 606), which will supersede the current revenue recognition requirements in Topic 605, Revenue Recognition. The ASU is based on the principal that revenue is recognized to depict the transfer of goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services. The ASU also requires additional disclosure about the nature, amount, timing, and uncertainty of revenue and cash flows arising from customer contracts, including significant judgments and changes in judgments and assets recognized from costs incurred to obtain or fulfill a contract. The new guidance will be effective for the Association’s year ending December 31, 2019. The ASU permits application of the new revenue recognition guidance to be applied using one of two retrospective application methods. The Association has reviewed current revenue streams and determined that the new standard will not have a significant effect on the financial statements.

Depreciation and Amortization

Property and equipment are recorded at cost. Depreciation is provided for on the straight-line method over the estimated useful lives of depreciable assets, which is 40.5 years for the headquarters building, 5 to 40.5 years for building improvements, and 3 to 5 years for furniture and equipment.

Functional Allocation of Expenses

The Association has allocated certain administrative expenses, such as salary costs, among the various programs benefited. These allocations have been based on management’s review of time incurred on these programs. General and administrative expenses include building operating expenses for both the occupied and unoccupied portions of the building. Although the methods of allocations used are considered reasonable, other methods could be used that would produce a different amount.

Use of Estimates

The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America (GAAP) requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities as of the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

AR-59

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 2 – Summary of Significant Accounting Policies (Continued)

Income Taxes

AAOMS has received a favorable determination letter from the Internal Revenue Service stating that it is exempt from taxation on income related to its exempt purpose under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(6). As an exempt organization, AAOMS is subject to Federal and state income taxes on income determined to be unrelated business taxable income. The income of AAOMS’s for-profit subsidiary is also subject to Federal and state income taxes. These taxes, which are included in the general and administrative expense category in the consolidated statement of activities, totaled $289,036 and $280,734 for the years ended December 31, 2016 and 2015, respectively.

The Association’s adoption of GAAP regarding uncertain tax positions had no effect on its financial position as management believes the Association has no material unrecognized income tax benefits, including any potential risk of loss of its not-for-profit status. The Association would account for any potential interest or penalties related to possible future liabilities for unrecognized income tax benefits as interest or other expense.

Upcoming Accounting Pronouncements

The Financial Accounting Standards Board (FASB) issued Accounting Standards Update No. 2016-14, Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities, in August 2016. ASU No. 2016-14 requires changes to the financial reporting model of organizations who follow FASB not-for-profit rules, including changing from three classes of net assets to two classes, net assets with donor restrictions and net assets without donor restrictions. The ASU will also require changes in the way certain information is aggregated and reported by the Association, including required disclosures about the liquidity and availability of resources. The new standard is effective for the Association’s year ending December 31, 2018, and must be applied on a retrospective basis. The Association anticipates that the standard will only effect the required disclosures to the financial statements, including the addition of schedules disclosing the amounts of expenses by both natural and functional classification and the liquidity of resources. The Association is reviewing their systems to ensure that procedures are in place to collect all the relevant data.

In February 2016, the Financial Accounting Standards Board issued ASU 2016-02, Leases, which will supersede the current lease requirements in ASC 840. The ASU did not significantly change the accounting requirements for lessors, and accordingly, application of the new lease standard is not expected to have a significant effect on the Association’s financial statements. The lease new guidance will be effective for the Association’s year ending December 31, 2020 and will be applied using a modified retrospective transition method to the beginning of the earliest period presented.

AR-60

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 2 – Summary of Significant Accounting Policies (Continued)

Subsequent Event

The Association has evaluated subsequent events through April 20, 2017 the date that the financial statements were available to be issued.

NOTE 3 – Fair Value Measurements

As required by the Fair Value Measurements Topic of GAAP, the Association defines fair value as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. GAAP describes three approaches to measuring the fair value of assets and liabilities: the market approach, the income approach, and the cost approach, each of which include multiple valuation techniques. GAAP does not prescribe which valuation technique should be used when measuring fair value, but does establish a fair value hierarchy that prioritizes the inputs used in applying the various techniques. Inputs broadly refer to the assumptions that market participants use to make pricing decisions, including assumptions about risk. Level 1 inputs are given the highest priority in the hierarchy while Level 3 inputs are given the lowest priority. Financial assets and liabilities carried at fair value are classified in one of the following three categories based upon the nature of the inputs to the valuation technique:

Level 1 – Observable inputs that reflect unadjusted quoted prices for identical assets orliabilities in active markets as of the reporting date. Active markets are those in whichtransactions for the asset or liability occur in sufficient frequency and volume to providepricing information on an ongoing basis.

Level 2 – Observable market-based inputs or unobservable inputs that are corroboratedby market data.

Level 3 – Unobservable inputs that are not corroborated by market data. These inputsreflect management’s best estimate of fair value using its own assumptions about theassumptions a market participant would use in pricing the asset or liability.

The Association has no Level 2 or 3 inputs as of December 31, 2016, and 2015. The Association's policy is to recognize transfers in and out of Level 1, 2, and 3 fair value classifications as of the beginning of the reporting period. There were no transfers during 2016 or 2015.

The following tables set forth by level within the fair value hierarchy the Association’s financial assets that were accounted for at fair value on a recurring basis as of December 31, 2016 and 2015. As required by GAAP, assets and liabilities are classified in their entirety based on the lowest level of input that is significant to the fair value measurement. The Association’s assessment of the significance of a particular input to the fair value measurement requires judgment, and may affect their placement within the fair value hierarchy levels.

AR-61

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 3 – Fair Value Measurements (Continued)

Quoted Pricesin Active Significant

Markets for Other SignificantIdentical Observable Unobservable

Total Assets Inputs InputsFair Values (Level 1) (Level 2) (Level 3)

December 31, 2016:Mutual Funds

Fidelity Institutional Money Market Fund 4,769,433$ 4,769,433$ -$ -$ Dodge & Cox Income Fund 2,273,149 2,273,149 - -Vanguard Total Bond Market Index Fund 735,950 735,950 - -Vanguard Inflation-Protected Securities Fund 313,740 313,740 - -Hotchkis and Wiley High Yield Bond Fund 614,956 614,956 - -Fixed Income Mutual Funds 703,600 703,600 - -Money Market Mutual Funds 679,169 679,169 - -Total - Fixed Income 10,089,997$ 10,089,997$ -$ -$ International Equity Funds 1,283,783 1,283,783 - -Domestic Large Cap Equity Fund 792,757 792,757 - -Fidelity 500 Index Fund 644,636 644,636 - -Domestic Small Cap Equity Fund 590,184 590,184 - -DFA Emerging Markets Value Portfolio Fund 301,802 301,802 - -Total - Equity Funds 3,613,162$ 3,613,162$ -$ -$ Balanced Equity and Fixed Income Mutual Funds 609,238 609,238 Commodity Sector Fund 198,125 198,125 - -Energy Sector Funds 579,668 579,668 - -Real Estate Sector Funds 234,895 234,895 - -

Total 15,325,085$ 15,325,085$ -$ -$

AR-62

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 3 – Fair Value Measurements (Continued)

Quoted Pricesin Active Significant

Markets for Other SignificantIdentical Observable Unobservable

Total Assets Inputs InputsFair Values (Level 1) (Level 2) (Level 3)

December 31, 2015:Mutual Funds

Fidelity Institutional Money Market Fund 4,792,389$ 4,792,389$ -$ -$ Dodge & Cox Income Fund 1,468,455 1,468,455 - -Vanguard Total Bond Market Index Fund 489,288 489,288 - -Vanguard Inflation-Protected Securities Fund 489,977 489,977 - -Hotchkis and Wiley High Yield Bond Fund 770,910 770,910 - -Fixed Income Mutual Funds 1,597,607 1,597,607 - -Money Market Mutual Funds 315,604 315,604 - -Total - Fixed Income 9,924,230$ 9,924,230$ -$ -$ International Equity Funds 800,802 800,802 - -Domestic Large Cap Equity Fund 577,777 577,777 - -Fidelity Spartan 500 Index Advantage Fund 485,772 485,772 - -Domestic Small Cap Equity Fund 348,887 348,887 - -DFA Emerging Markets Value Portfolio Fund 222,453 222,453 - -Total - Equity Funds 2,435,691$ 2,435,691$ -$ -$ Balanced Equity and Fixed Income Mutual Funds 580,572 580,572 Commodity Sector Fund 396,017 396,017 - -Energy Sector Funds 563,898 563,898 - -Real Estate Sector Funds 442,475 442,475 - -

Total 14,342,883$ 14,342,883$ -$ -$

Level 1 Inputs

Estimated fair values for the Association’s mutual funds were based on quoted market prices.

AR-63

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 4 – Investments

Investments consist of the following at December 31:

Cost Fair Value Cost Fair ValueFidelity Institutional Money Market Fund 4,767,049 4,769,433 4,792,389 4,792,389 Dodge & Cox Income Fund 2,230,151 2,273,149 1,473,655 1,468,455Vanguard Total Bond Market Index Fund 741,131 735,950 489,729 489,288Vanguard Inflation-Protected Securities Fund 315,928 313,740 498,668 489,977Hotchkis and Wiley High Yield Bond Fund 646,971 614,956 888,510 770,910 Fixed Income Mutual Funds 767,602 703,600 1,820,745 1,597,607Money Market Mutual Funds 679,169 679,169 315,604 315,604Total - Fixed Income 10,148,001$ 10,089,997$ 10,279,300$ 9,924,230$ International Equity Funds 1,184,481 1,283,783 800,493 800,802 Domestic Large Cap Equity Funds 662,032 792,757 476,472 577,777 Fidelity Spartan 500 Index Advantage Fund - - 302,987 485,772 Fidelity 500 Index Fund 411,210 644,636 Domestic Small Cap Equity Funds 399,005 590,184 266,255 348,887 DFA Emerging Markets Value Portfolio Fund 334,714 301,802 311,475 222,453 Total - Equity Funds 2,991,442$ 3,613,162$ 2,157,682$ 2,435,691$ Balanced Equity and Fixed Income Mutual Funds 612,745 609,238 598,552 580,572 Commodity Sector Fund 267,640 198,125 807,804 396,017 Energy Sector Funds 507,141 579,668 777,775 563,898 Real Estate Sector Funds 235,486 234,895 387,106 442,475 Total 14,762,455$ 15,325,085$ 15,008,219$ 14,342,883$

2016 2015

Included in investments at December 31, 2016 and 2015, are $964,683 and $822,319, respectively, of investments associated with deferred compensation programs.

AR-64

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 5 – Property and Equipment

Property and equipment consist of the following at December 31:

2016 2015

Land $ 698,900 $ 698,900 Building 3,751,100 3,751,100Building improvements 3,755,254 3,755,254 Furniture, computers and equipment 1,800,272 1,550,939

Total property and equipment 10,005,526 9,756,193

Less accumulated depreciation 6,798,069 6,468,932

$3,207,457 $3,287,261

NOTE 6 – Publication Rights

The Association purchased the rights to the Journal of Oral and Maxillofacial Surgery from the American Dental Association as of January 1, 1982. The Association’s policy is to amortize the $100,000 cost of the publication rights over a 40-year period, using the straight-line method. The unamortized balances of publication rights were $12,500 and $15,000 at December 31, 2016 and 2015, respectively, and are included in other assets in the statements of financial position.

AR-65

American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 7 – Grants Payable

The Association initiated a Faculty Educator Development Award (FEDA) program in 2002 to facilitate the recruitment and retention of faculty in the oral and maxillofacial surgery training programs. The awards provide a three-year financial commitment to the recipients. An Association exhibitor also committed to funding one award over a three-year period, starting in 2012. Amounts recorded at year-end in the accompanying consolidated statements of financial position related to future commitments are as follows:

2016 2015 Grants payable $224,817 $223,175

The following is a schedule by year, of remaining payments under grants awarded as of December 31:

2017 2018 Total 2015 Awards $116,100 $116,100 2016 Awards 108,717 108,717

Total $116,100 $108,717 $224,817

Expenses for the FEDA program included in the accompanying Consolidated Statements of Activities are as follows:

2016 2015 Resident program $209,642 $262,275

NOTE 8 – Retirement Plan

The Association has a 401(k) retirement and savings plan covering substantially all full-time employees. Employees may contribute, on a pre-tax basis, up to 100% of their compensation, subject to the maximum permitted by law. The Association provides for a 10% contribution of employees’ salaries, and also matches 50% of the employee contributions up to a maximum of $1,000 in any plan year. The plan expense for the years ended December 31, 2016 and 2015 was $517,454 and $554,021, respectively, exclusive of employee contributions.

NOTE 9 – Deferred Compensation

The Association maintains deferred compensation plans for key employees, which provide that a certain percentage of the key employee’s salary be accrued for the benefit of the participant. The Association previously suspended contributions to the plans in 2003 based on changes in regulations. In December, 2012, the Association amended and restated one of the plans. The restated plan is being provided for currently. Plan expense, representing amounts contributed on behalf of key employees, was $16,283 and $32,708 for the years ended December 31, 2016 and 2015, respectively.

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American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 9 – Deferred Compensation (Continued)

Effective in January, 2013, members of the Board of Trustees were eligible to participate if they elected to defer honoraria payments, and key employees were eligible for voluntary contributions to the Plan, up to the maximum permitted by law. During the years ended December 31, 2016 and 2015, members of the Board of Trustees deferred honoraria payments totaling $144,000 per year, and key employees voluntarily contributed $18,000 per year.

The restricted investment accounts represent the accumulated total of amounts previously set aside and net earnings under the deferred compensation agreements, reduced by any distributions.

NOTE 10 – Other Royalties

The Association has entered into royalty and licensing agreements in conjunction with certain member benefit programs. Additionally, the Association has entered into a royalty, licensing, and endorsement agreement with OMS National Insurance Company, Risk Retention Group (“OMSNIC”) for use of the Association’s name and service mark for the issuance and marketing of professional liability insurance to members of the Association. The revenue breakdown for other royalties on the consolidated statements of activities is as follow:

2016 2015 ASI Programs $1,061,231 $1,017,865 OMSNIC 600,000 600,000 Treloar and Heisel Insurance Programs 268,082 270,915 AAOMS Career Line 202,492 187,740 OMS Vision 90,000 90,000 Other 6,315 11,681

$2,228,120 $2,178,201

NOTE 11 – Rental Income

The Association has rental property of approximately 20,000 square feet on the second floor of the headquarters building. In March 2009, the Association entered into a fifteen year lease with another healthcare association for approximately 15,400 rentable square feet, with a lease commencement date of December 1, 2009. Per the lease terms, the Association agreed to provide a tenant improvement allowance of approximately $693,000; the unamortized portion of the tenant improvement allowance was $365,272 and $411,923 at December 31, 2016, and 2015, respectively, and is included in deferred rent in the consolidated statements of financial position. Base rental income and the amortization of the tenant improvement allowance will be recognized on a straight line basis over the 15-year lease term. As is customary, the Association as landlord paid leasing commissions to the tenant’s leasing agent and the Association’s leasing agent.

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American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 11 – Rental Income

These payments approximated $404,000. The leasing commissions will be amortized evenly over the term of the lease. Unamortized leasing commissions were $213,340 and $240,288 at December 31, 2016 and 2015, respectively, and were included in prepaid expenses in the statements of financial position.

In September, 2013, the Association entered into a five year lease with an association management company for the remaining space on the second floor, with a lease commencement date of January 1, 2014. Base rental income will be recognized on a straight line basis over the 5-year lease term. Per the lease, the Association agreed to provide specified improvements to the space in advance of the lease commencement, which totaled $117,458. The unamortized portion of the tenant improvement allowance was $46,983 and $70,475 at December 31, 2016 and 2015, respectively. Additionally, the Association paid total leasing commissions of $33,047 to the tenant’s leasing agent and the Association’s leasing agent. The improvements and leasing commissions will be amortized evenly over the 5-year lease term. Unamortized leasing commissions were $13,219 and $19,828 at December 31, 2016 and 2015, respectively, and were included in prepaid expenses in the statements of financial position.

Following is a schedule by year of future minimum rental receipts required under operating leases that have remaining noncancelable lease terms in excess of one year as of December 31, 2016:

2017 $440,741 2020 $381,767 2023 $404,865

2018 $449,914 2021 $389,466 2024 $377,596

2019 $374,067 2022 $397,166

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American Association of Oral and Maxillofacial Surgeons AAOMS Services, Inc.

Notes to Consolidated Financial Statements Years Ended December 31, 2016 and 2015

NOTE 12 – Affiliate Organizations

The Association shares facilities and administrative services with the Oral and Maxillofacial Surgery Foundation (OMSF) and the American Association of Oral and Maxillofacial Surgery Political Action Committee (OMSPAC). The OMSF and OMSPAC reimburse the Association for occupancy costs and certain administrative services. Rental income from the OMSF totaled $17,550 in each of the years 2016 and 2015. Expense reimbursements from the OMSF for administrative services, which have reduced the amounts reflected as general and administrative support services in the accompanying consolidated statements of activities, totaled $29,311 and $26,551 in 2016 and 2015, respectively. The Association also provides donated services and support to the OMSF for which there is no reimbursement. Donated services and support totaled $5,050 and $2,649 in 2016 and 2015, respectively. Rental income from OMSPAC totaled $3,200 in each of the years 2016 and 2015. The Association also provides staff support to OMSPAC, as OMSPAC has no full-time employees. OMSPAC reimbursed the Association for staff support a total of $53,552 in 2015. The Association also provides donated services and support to the OMSPAC for which there is no reimbursement. Donated services and support totaled $120,477 and $55,341 in 2016 and 2015, respectively.

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REPORT ON 2016 BUILDING OPERATIONS

The following is a report on the rental operations of the AAOMS headquarters building for 2016 and 2015. It does not include non-cash charges such as depreciation. In 2016, revenues totaled $829,865, expenses totaled $776,797, resulting in a net gain of $53,068. Note that the rental income total included in the Consolidated Statement of Activities (presented earlier) was exclusive of the AAOMS chargeback for rental space per Generally Accepted Accounting Principles.

2016 2015

Revenue Rental Income

$386,841 $377,181

Total Revenue - Consolidated Statement of Activities 386,841 377,181 Add: Parking Lot Income 250 4,550 Add: Rent Chargeback to AAOMS 442,774 442,774

Total Revenue Including AAOMS Rent Chargeback $829,865 $824,505

% of % of

Expenses - Building Operations Total

Total Cleaning Costs 74,588 10% 72,562 10% Utility Costs (electricity and water) 156,455 20% 140,900 21% Repairs and Maintenance (electricity, HVAC, plumbing) 46,877 6% 47,691 5% Security Fees, Fire Safety and Alarms 26,971 3% 27,788 4% Landscape Maintenance and Plant Rental 30,512 4% 28,922 3% Snow Removal, General Repairs and Maintenance 33,926 5% 43,420 5% Supplies and Miscellaneous 6,684 1% 6,844 1% Personnel costs, including Benefits 199,163 26% 195,146 25% Property Taxes 174,670 22% 183,066 22% Insurance 26,951 3% 28,912 4%

Total Expenses $776,797 100% $775,251 100%

Net Income $53,068 $49,254

Owner Costs 9,383 8,198

In the first quarter of 2009, the Association entered into a fifteen-year lease with another health care association for approximately 15,400 rentable square feet on the second floor, with a lease commencement date of December 1, 2009. Total base rent over the fifteen-year period totals $5,062,000, and the Association provided a tenant improvement allowance of $693,000. As is customary, the Association was also responsible for paying leasing commissions to the tenant’s leasing agent and the Association’s leasing agent, which approximated $404,000 in total.

In the fourth quarter of 2013, the Association entered into a five-year lease with an association management company for the remaining space on the second floor, with a lease commencement date of January 1, 2014. Total base rent over the five-year period totals $385,000, and the Association provided a tenant improvement allowance of $117,000.

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REPORT ON 2017 OPERATING BUDGET AS OF MAY 31, 2017

The 2017 budgeted contingency fund had an unallocated balance of $60,912 as of May 31, 2017; the original budgeted contingency fund was $200,000. Contingency Fund monies are allocated to program budgets once approved by the Board of Trustees. Following is a summary of the operating budget as of May 31, 2017:

Year-to-date through May 31st Annual Actual Budget Variance Budget

Revenue Membership Program $6,604,201 $6,231,068 $373,133 $6,464,492

Investments and Royalties 1,121,091 649,980 471,111 1,826,955 Building Operations (includes AAOMS Rent) 371,820 371,995 (175) 892,933Assistants Programs 334,753 303,500 31,253 627,500Annual Meeting 1,903,356 1,999,900 (96,544) 3,757,450 Implant Conference 247,079 248,000 (921) 1,244,150JOMS 1,245,507 1,261,264 (15,757) 1,296,414Coding Workshops 148,775 237,795 (89,020) 461,375 Other Educational Programs 181,681 221,935 (40,254) 952,225 Revenue from Subsidized Programs 2,381,667 2,274,775 106,892 2,757,537

Total Revenue $14,539,930 $13,800,212 $739,718 $20,281,031

Expense Board of Trustees 619,145 627,808 8,663 949,273 House of Delegates 16,491 16,500 9 107,000 Administrative Operations and Support Services 3,152,580 3,208,900 56,320 7,082,544 Building Operations 369,679 380,523 10,844 918,230 Membership Program 54,101 50,000 (4,101) 193,370 Annual Meeting 516,412 523,660 7,248 2,967,038 Assistants Programs 177,302 191,249 13,947 400,000 Publications 118,442 146,530 28,088 359,000 Other Educational Programs 164,984 207,961 42,977 1,746,426 Representation at Allied Meetings 106,559 115,825 9,266 291,695 Advocacy 181,522 165,484 (16,038) 272,400 Anesthesia 69,410 43,345 (26,065) 164,260 Communications and Web Site 295,906 310,460 14,554 1,900,106 Residency Programs and FEDA 128,492 138,455 9,963 466,713 Research Activities 85,740 93,050 7,310 172,283 Practice Management, Coding, & Reimbursement 93,972 96,835 2,863 504,535 All Other Programs 193,637 198,075 4,438 971,365 Contingency Fund 0 0 0 60,912 Transfer to HOD Reserve Fund 0 0 0 50,000

Total Expenses $6,344,374 $6,514,660 $170,286 $19,577,150

Revenue Over Expense $8,195,556 $7,285,552 $910,004 $703,881

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Revenues through May 31, 2017 of $14,540,000 exceeded the budgeted level of $13,800,000 by $740,000. The most significant contributors to the year-to-date variance in revenues were Investments and Royalties and the Membership Program. Revenues of $1,121,000 for Investments and Royalties exceeded budget by $471,000; investment revenues of $563,000 were $475,000 greater than budget due to strong performance in the financial markets during the first five months of the year. Membership Program revenues of $6,604,000 were approximately $373,000 higher than budget. The majority of the variance related to collections of membership dues from life members. The 2017 budget assumed that life members elected prior to 2017 would not pay dues; however, the final resolution passed removed this provision. Expenses of $6,344,000 through the end of May were approximately $170,000 less than budget. In Administrative Operations and Support Services, expenses of slightly under $3,153,000 for the first five months were $56,000 less than budget; savings in Salaries and Wages and Employee Benefits of $49,000 were the main contributors. Temporary staffing vacancies were the main contributor to the savings. Expenses for Other Educational Programs of slightly under $165,000 were almost $43,000 under budget, reflecting savings in Coding Workshop expenses due to lower registration for the online courses. Most of the other programs contributed to the remaining savings in expenses through May 31, 2017. In summary, financial results have outperformed budget during the first five months of 2017. Actual revenues over expenses of $8,196,000 through the end of May exceeded the budgeted levels by approximately $910,000.

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REPORT ON PROPOSED 2018 BUDGET

Financial expectations in 2018 include the results of AAOMS Services, Inc., the OMSPAC soft dollar account (from corporate contributions), non-cash items (mainly depreciation on fixed assets), and the operating budget, which includes the building operations. AAOMS Services, Inc. (ASI), the wholly owned subsidiary of AAOMS, is projecting total program revenues of $1,133,000, split between the for-profit subsidiary, $562,000, and AAOMS, $571,000. AAOMS receives a tax-free licensing royalty from the ASI programs for use of the AAOMS name and logo. Depreciation on fixed assets, a non-cash expense, is expected to total $327,000 in 2018 based on assets purchased prior to January 1, 2017. Additional capital expenditures during 2017 and 2018 will result in an increase to this total (fixed assets are depreciated on a straight-line basis over the useful life of the asset). Following is an expanded report on the 2018 operating budget.

PROPOSED 2018 OPERATING BUDGET The 2018 budget has been broken down into five categories: (1) Membership Dues and other Major Revenue Sources; (2) Fee Based Programs and Activities; (3) Governance and Administration; (4) Programs; and (5) Informational Campaign and Member Assessments. Each of the categories has a unique strategy related to budget management. Major Revenue Sources, which includes membership dues, accounts for 45% of revenues budgeted in 2018 for the operating budget (membership dues account for 32% of total revenues). The goal within this category is to grow revenues to help fund new programs and priorities. Membership recruitment and retention will continue to be emphasized in the years ahead, consistent with the Strategic Plan objectives. Fee Based Programs and Activities account for the majority of the remaining revenues generated in the operating budget. The goal of these activities is to provide a valuable service to members at a competitive cost. The Annual Meeting, the Dental Implant Conference, the Journal of Oral and Maxillofacial Surgery, and AAOMS Publications are included in this category. Governance and Administration includes the Board of Trustees, the House of Delegates proceedings, staffing costs (including benefits and occupancy), professional fees, technology, and other administrative activities that are critical to the continued success of AAOMS. All activities within this category are scrutinized to insure that they are absolutely necessary and that they are being done in the most cost effective manner. Program Funding is perhaps the most important category. This is where the most difficult decisions ultimately occur, given that AAOMS, like all other organizations, has finite resources. The Strategic Plan guides all program funding decisions; programs are prioritized, and lower priority programs are not funded. Programs funded in a given year are reevaluated annually and might not continue to be funded if new programs are deemed more important.

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Informational Campaign and Member Assessments, the final category, was created to show the impact of the Informational Campaign on the operating budget and the funding the assessment provides. The suggested budget for the campaign each year is reviewed and adjusted by the Board of Trustees based on prioritization of the activities and review of the metrics of the campaign’s effectiveness.

Based on these five categories, the proposed 2018 operating budget breaks down as follows:

Proposed 2018 2017 2016

Revenues Budget Budget Actual

Major Revenue Sources $9,490,984 $9,114,691 $9,711,482 Fee Based Programs and Activities 8,687,124 8,369,114 8,655,631 Programs 995,715 954,125 936,103

Total Revenues $19,173,823 $18,437,930 $19,303,216

Expenses

Major Revenue Sources $1,090,570 $1,046,911 $1,015,927 Fee Based Programs and Activities 5,807,229 5,479,964 5,465,553 Governance and Administration 8,129,725 8,129,544 7,285,707 Programs 3,677,569 2,945,897 2,450,774 Unrelated Business Income Taxes 210,000 200,000 205,525

Contingency Fund 300,000 110,145 -

Transfers to HOD Reserve Fund - 50,000 50,000

Total Expenses $19,215,093 $17,962,461 $16,473,486

Sub-Total (Revenues Over Expenses) ($41,270) $475,469 $2,829,730

Revenue - Member Assessments $1,806,000 $1,773,412 -

Expense - Informational Campaign $1,545,000 $1,545,000 $1,552,573

Revenues over/(under) Expenses $219,730 $703,881 $1,277,157

The operating budget presented above would result in a transfer to operating reserves of $219,730. The Board of Trustees historically has been committed to budgeting for transfers into reserves from operations. Increases in reserves provide flexibility in dealing with unanticipated

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events or opportunities. A strong reserve position also allows the Association to commit to strategic investments that will have longer-term benefits, such as the required one-time costs incurred in 2013 related to the five-year lease for the remaining rental space on the second floor. Recently, the Association was presented with some unique opportunities to make some strategic investments that will provide the framework for future returns for both the association and the specialty. The Informational Campaign, the clinical research initiative, the development of an OMS Registry, up-front funding for an enhanced OMS Simulation education program, and the purchase of a new association management system made up these opportunities that were presented to the association. Although these programs presented some financial challenges in regard to funding, the Board feels strongly that these strategic investments will provide significant payback in the years to come. The Board is pleased to present a budget which will replenish some of the nearly $4 million spent on the Informational Campaign through 2016.

Following is a five-year history of transfers to and from the operating reserves, presented on both a profit and loss basis as well as a cash basis. Capital expenditures for fixed assets (building improvements, furniture, equipment, and software) must be factored in to arrive at the actual cash transfer to or from operating reserves.

In $000's Actual

2014 2015 2016 2017 2018

Operating Fund Revenues Budget Request Over Expenses $167 ($458) $1,277 $704 $275

Research Initiative $(250)

Less - Capital Expenditures:

Projections Projections Furniture and Equipment (79) (95) (249) (450) (80)

Cash Transfer to/(from) Operating Reserves ($162) ($553) $1,028 $254 $195

Budget Breakdown

Following is a breakdown by category of the five sections. Budgeted items not included in the categories below include Unrelated Business Income Taxes, and the Board Contingency Fund. AAOMS is required to remit taxes on certain revenues that are not considered tax-exempt by the Internal Revenue Service. These include a portion of the OMSNIC royalties, and advertising revenues attributable to the AAOMS Today, the AAOMS Career Line, and meeting programs. The Board Contingency Fund totaling $300,000 provides monies to fund critical activities that arise during the year that could not have been anticipated in the original budget, including task force expenditures. The budget request includes a $100,000 increase over previous years in anticipation of possible future needs for funding related to anesthesia issues.

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Major Revenue Sources

Net revenues for major revenue sources in total are expected to increase $333,000, or 4.1%, in the proposed 2018 budget. Revenues are projected at $9,491,000, and expenses at $1,091,000, resulting in net revenues of $8,400,000 (see schedule on page AR-77).

In the Membership Program, net revenues are projected to increase $345,000 to $6,616,000 (see Appendix A, page AR-87). Dues revenues are projected to increase $348,000 in the 2018 budget request versus the 2017 budget. The increase is primarily due to $441,000 in life member dues which were not previously budgeted. Partially offsetting the increase is an $85,000 drop in full dues revenue as life status transfers will be the highest on record in 2017 (176 members will be elected to life status). On the expense side, the 2018 budget request projects an increase of $5,000 in expenditures in the Membership program. The 2017 budget included $30,000 for the Emerging Leaders Conference, which will not be held in 2018. This savings has been more than offset by an increase in credit card processing fees which are the result of a larger processing volume; the processing fees for the informational campaign assessment are charged to the membership program.

The margin from Building Operations (detail in Appendix B, page AR-88) is projected to decrease $40,000 in the 2018 request. Revenues are projected to remain even. Operating expenses are projected to increase $40,000 in the 2018 request, primarily due to an anticipated increase of $20,000 in property taxes. In recent years, the Association has received significant refunds from contesting past property assessments. Given the current assessment, it is unlikely that this will continue in the future. Additionally, the request includes monies to begin replacing some windows at the headquarters building.

Investment revenues reflect an expected yield of 1.51% for the core layer of operating reserves, and 2.56% for the growth layer. Investment revenues net of fees are projected to decrease $22,000 in 2018 compared to the 2017 budgeted amount. Consistent with past practice, no change in the unrealized appreciation/depreciation of operating reserves is budgeted given the inability to accurately predict such changes (only interest and dividends are budgeted).

Net revenues from Royalties are increasing $51,000 (3.34%) in the 2018 request. The OMSNIC royalty budget request of $600,000 reflects the fixed fee that is built into the current contractual arrangement. Royalties from the Treloar and Heisel program are expected to increase $5,000 in 2018, totaling $275,000. Royalties from ASI programs are expected to increase 8.5% versus the budgeted 2017 levels, totaling $571,000 in the 2018 budget request. The numbers presented reflect royalties paid directly to AAOMS (royalties paid to ASI are not included in these totals). Finally, OMS Vision royalties are projected to remain at $90,000 in 2018; the current contract expires at the end of 2017 and the 2018 request assumes that it will be renewed.

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Major Revenue Sources 2018 2017 2016 Request Budget Actual

Membership Program (Appendix A) Revenue $6,813,792 $6,464,492 $6,453,252 Expense 198,170 193,370 195,709 Revenue Over Expense 6,615,622 6,271,122 6,257,543

Building Operations (Appendix B) Revenue 910,244 910,244 914,024 Expense 888,900 848,541 819,738 Revenue Over Expense 21,344 61,703 94,286

Investment Revenue Revenue 222,448 244,544 843,290

Royalties OMSNIC 600,000 600,000 600,000 Treloar and Heisel 275,000 270,000 268,082 Royalties from ASI Programs 570,500 525,911 534,634 OMS Vision Royalties 90,000 90,000 90,000 Other 9,000 9,500 8,200 Total Royalties 1,544,500 1,495,411 1,500,916

Expenses Supporting Royalty Programs 3,500 5,000 480

Total - Major Revenue Sources Revenue 9,490,984 9,114,691 9,711,482 Expense 1,090,570 1,046,911 1,015,927 Revenue Over Expense $8,400,414 $8,067,780 $8,695,555

Fee Based Programs and Activities

Fee based programs and activities are projecting net revenues of approximately $2,880,000 in the proposed 2018 budget, a decrease of $9,000 as compared to the 2017 budget (see schedule on pages AR-80-81). Revenues are projected at $8,687,000, an increase of $318,000, or 3.8%, versus the 2017 budgeted totals. Expenses in the 2018 request total $5,807,000, an increase of $327,000 compared to the 2017 budgeted amounts.

The budgeted revenue over expense for the 100th Annual Meeting is $653,000 in the 2018 budget request, $138,000 less than the 2017 budgeted level (see Appendix C, page AR-89). Revenues total approximately $4,075,000 in the 2018 request, an increase of $318,000 over the 2017 budget. The 2018 budget request assumes no change in the fee structure other than the

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50% registration fee for life members that was approved by the House of Delegates last year. Symposia, most clinical courses and module programs are covered by the general registration fee, with additional fees for hands-on courses and day passes for practice clinics). General registration fees are projected at $1,309,000, an increase of $94,000 compared to the 2017 budget, reflective of a slight increase in attendance and the change in fee structure.

The 2018 budget request of $15,000 for clinical courses remains flat versus the budgeted fees in San Francisco. The 2018 request includes anticipated revenue for hands-on courses only. The request of $180,000 for Practice Clinics is $21,000 greater than the 2017 budgeted level, but $65,000 below actual revenues in 2016 in Las Vegas.

Exhibition revenues are projected to increase $91,000 to $1,997,000 in 2018 in Chicago. The budget request assumes 430 booths are sold, at an average fee of $4,400, four Corporate Forum sessions are held, at a fee of $6,000 each, and one Product Theater and Exhibitor Suite are sold next year.

Corporate Support totals $300,000 in the 2018 budget request, which is $75,000 higher than the 2017 budgeted amount and equal to the actual total in 2016. The 2018 President’s Event will be held at the Art Institute of Chicago. Included in the current budget request for 2018 are revenues of $105,000, expenses of $280,000, resulting in a net subsidy of $175,000.

Other Income is projected at $125,000 in the 2018 budget request, up $53,000 from the 2017 budgeted amount. Annual Meeting recording sales are projected to increase $15,000 in 2018 based on recent experience, and the hotel housing rebate is projected to increase $38,000 based on contract negotiations.

The 2018 budget request includes total Annual Meeting expenses of $3,422,000, an increase of $455,000 (15.3%) versus the 2017 budget. The 2018 request for Registration/Staff Support expenses of $1,088,000 is up $30,000 over the 2017 budget, due to an increase in the headquarters staff support allocation for the meeting. Meeting Administration expenses have increased $162,000 from $573,000 in 2017 to $735,000 in the 2018 request. The primary reason for the increase relates to contractual convention center rental fees, which are projected to increase $88,000 in Chicago to $186,000 in total. Rental fees in San Francisco were discounted by the convention center as compensation for the inconvenience of the ongoing construction at the center. Transportation fees of $95,000 in the 2018 request are $85,000 higher than the 2017 budget as expanded shuttle service is required in Chicago. Wireless internet costs have increased $24,000 over the 2017 budget based on initial estimates. Costs for printing and mailing the advance program have increased $15,000 as the request assumes that the program will be mailed to all active members to promote the Centennial Celebration; final program printing has also increased $8,000 assuming special additions to the program for the Centennial. Savings of $41,000 from the elimination of housing company services and $37,000 in staff airfare and hotel have provided an offset to some of the increases.

Scientific Programs expenses of $544,000 in the 2018 request have increased $116,000 over the 2017 budgeted levels. The increase primarily relates to the cost of a high-profile keynote speaker. Exhibition expenses of $380,000 in the 2018 request have increased $63,000 versus the 2017 budgeted levels. The exhibit hall food and beverage total of $170,000 in the 2018 budget request is $35,000 higher than the projected 2017 costs in San Francisco. The 2018

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budget request assumes one complimentary lunch will continue to be offered in the exhibit hall for all attendees. While food and beverage costs are higher in Chicago, the request also assumes that the lunch is upgraded to offer a special taste of Chicago theme. Costs for the Opening Ceremony and Welcome Reception have been increased $16,000 in the 2018 request to $220,000, mainly due to increased food and beverage costs. Additionally, $50,000 has been included in the 2018 budget request for special Centennial-related activities such as an OMS history museum in the exhibition hall.

The budget request for the pre-Annual Meeting Anesthesia Course reflects revenues over expenses of $108,000 in 2018, an increase of $16,000 versus the 2017 budgeted results, and $17,000 higher than the actual net revenues in 2016. Attendance in the proposed budget assumes higher levels to what was experienced in 2016 in Las Vegas. The request also proposes a $50 fee increase; the fee for the course has never been raised since the course’s inception in 2006 although costs have increased over time.

The Implant Conference budget request for 2018 assumes the format will remain unchanged (2-day conference). The current request proposes a fee increase of $50 for members and non-members, $25 for residents and $15 for office assistants to offset increasing food and beverage costs. The budget also assumes that the projected attendance in 2018 will be similar to the 2016 actual attendance. Given the assumptions above, revenues are projected at $1,234,000 in the 2018 request, a decrease of $11,000 versus the 2017 budget, and $52,000 above the actual revenues in 2016. Expenses of $961,000 have increased $49,000 versus the 2017 budgeted levels, and are $41,000 above the actual expenditures in 2016.

The projected revenues over expenses for the pre-DIC courses total $144,000 in the 2018 request, which assumes three separate didactic courses will be offered and three hands-on courses. Projected attendance assumes 100 paid registrations per didactic course, and 30 registrants for each hands-on course.

The JOMS budget request reflects net revenues of $1,027,000, an increase of $29,000 versus the 2017 budget (see Appendix D, page AR-90). No supplements are budgeted to occur in 2018 based on the current request. The proposed budget also factors in an increase in the JOMS subscription fee from $124 in 2017 to $128 in 2018; total revenues remain the same in 2018 however, since life members now pay a discounted fee. In 2016, the association executed a seven-year renewal contract with the current publisher of the journal. Royalties are projected to increase $35,000 in the 2018 budget request, reflective of the increased royalty rate in the new contract. On the expense side, the 2018 request reflects a slight decrease of $2,000 versus the 2017 budget, primarily because the Reader’s Circle program will be discontinued.

The margin from the Assistants Programs is projected to increase $59,000 in 2018 to $286,000, primarily due to the projected net margin for the DAANCE.

The net revenues from the Coding Workshops are expected to decrease $27,000 in 2018, primarily due to the elimination of the fall workshop and decreased demand for the online courses.

Net revenues from the catalog publications are expected to increase $69,000 in the 2018 budget request, totaling $187,000. Revenues are projected to decrease $7,000, and expenses are

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projected to decrease $76,000. The decrease in expenses is primarily due to a staffing reorganization, which has significantly reduced the salary and benefits allocated to the program. The 2018 request includes revenues of $106,000 and expenses of $26,000 for the Online CME program, which includes the Knowledge Update distance learning program and sales of archived webinars and educational programs. Expenses have decreased by $43,000 as capitalized costs for most of the Knowledge Update chapters have been fully amortized.

Fee Based Programs 2018 2017 2016 Request Budget Actual

Annual Meeting (Appendix C) Revenue $4,075,010 $3,757,450 $4,033,419 Expense 3,422,235 2,967,038 2,895,901 Revenue Over Expense 652,775 790,412 1,137,518

Anesthesia Course Revenue 171,000 154,675 131,015 Expense 62,600 62,600 40,057 Revenue Over Expense 108,400 92,075 90,958

Oncology and Reconstructive Surgery Revenue 58,145 Expense 40,400 Revenue Over Expense 17,745

Implant Conference Revenue 1,233,600 1,244,150 1,182,059 Expense 961,067 911,736 919,899 Revenue Over Expense 272,533 332,414 262,160

Pre-Implant Conference Courses Revenue 245,550 245,550 232,140 Expense 101,450 100,550 85,010 Revenue Over Expense 144,100 145,000 147,130

AAO Joint Meeting Revenue 15,813 Expense 26,575 Revenue Over Expense (10,762)

Joint AO/AAOMS/ACP/AAP Meeting Revenue 25,000 Expense - Revenue Over Expense 25,000

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JOMS (Appendix D) Revenue 1,323,214 1,296,414 1,146,583 Expense 296,200 298,100 288,457 Revenue Over Expense 1,027,014 998,314 858,126

Assistants Programs Revenue 714,500 627,500 786,000 Expense 428,500 400,000 444,989 Revenue Over Expense 286,000 227,500 341,011

Coding Workshops Revenue 348,250 461,375 574,250 Expense 226,077 312,265 342,036 Revenue Over Expense 122,173 149,110 232,214

Publications Revenue 470,500 477,000 409,883 Expense 283,300 359,000 302,022 Revenue Over Expense 187,200 118,000 107,861

Online CME (includes OMSKU 5) Revenue 105,500 80,000 86,324 Expense 25,800 68,675 80,207 Revenue Over Expense 79,700 11,325 6,117

Total Revenue $8,687,124 $8,369,114 $8,655,631 Total Expense 5,807,229 5,479,964 5,465,553 Revenue Over Expense $2,879,895 $2,889,150 $3,190,078

Governance and Administration

Governance and administration spending of $8,130,000 is projected to remain flat in the proposed 2018 budget (see schedule on page AR-83).

The House of Delegates requested spending in 2018 of $112,000 has increased slightly from the 2017 budgeted amounts, which should be sufficient based on historical spending (see Appendix E on page AR-91).

The proposed 2018 budget for the Board of Trustees totals $889,000 (see Appendix E on page AR-91), which is $51,000 less than the 2017 budgeted total. Board Honoraria is projected to remain the same, and meeting costs are anticipated to decrease $20,000. The 2017 request included $25,000 in expenses related to an additional Board meeting at the AO joint meeting

AR-81

that will not occur in 2018. Other BOT expenses are projected to decrease $31,000 in 2018 versus the 2017 budget. The 2017 budget included $30,000 related to the revision of the Strategic Plan; no monies are requested in 2018, as the Strategic Plan revision will be completed in 2017.

As for the headquarters operations categories, salaries and wages have increased $183,000, or 5%, to $3,823,000 in the 2018 budget request. This reflects costs that are not allocated to the major meetings and certain other programs; the allocation to programs is lower in 2018 due to recent staffing changes in the publications area. Salaries and wages includes an average merit increase of 3.0% this year and next year, in line with industry standards and anticipates some possible market adjustments based on the triennial compensation survey being completed in 2017.

Benefits expense is projected to increase $149,000, or 7.8%, in the 2018 budget request. The budget request reflects no major changes to any of the benefit programs. The primary reason for the increase in costs relates to an anticipated rise in medical insurance costs. A premium increase of 15% has been factored into the 2018 request for the employee PPO Plan, based on input from the association’s benefits consultant.

The 2018 budget request of $465,000 for Technology has decreased $275,000 over the 2017 budgeted amount. The 2017 budgeted amount included a $500,000 transfer to the Technology Reserve to fund the purchase of the association management system. The 2018 request assumes that additional monies will be needed to maintain and enhance the system. A transfer of $100,000 to the Technology Reserve is included in the 2018 request; it appears the Technology Reserve will be entirely depleted from the costs of the association management system by the end of 2017, and it is assumed that funding will be needed in the future to purchase a learning management system.

The Professional Fees category includes outside legal fees, public accounting (auditing) fees, and subscription fees for a legal service utilized by staff attorneys. In Professional Fees, consulting costs have been decreased $20,000 in the 2018 request. The 2017 budget included costs for a compensation consultant to complete the triennial review of all staff position grades vis-à-vis the marketplace. None of the other categories in the headquarters operations had any significant changes proposed in the 2018 budget request. Rent and Occupancy includes the imputed rent charge for AAOMS staff utilizing the first floor of the headquarters building. Financial Expense includes bank charges and corporate insurance charges not allocated elsewhere. Supplies and Office Expense includes office supplies, cafeteria supplies, mailroom and copy center costs, and office equipment rentals.

AR-82

2018 2017 2016 Governance and Administration Request Budget Actual

House of Delegates (Appendix E) $112,000 $107,000 $102,885

Board of Trustees (Appendix E) 889,000 940,000 861,915

Headquarters Operations: Salaries and Wages 3,823,375 3,640,593 3,478,854 Benefits 2,070,041 1,920,842 1,792,717 Employee Recruitment and Development 40,200 39,200 44,496 Technology 465,000 740,000 236,727 Professional Fees 71,000 90,500 102,243 Rent and Occupancy 446,424 446,224 449,509 Financial Expense 57,010 52,510 54,593 Supplies and Office Expense 134,175 132,175 141,365 Telecommunications 21,500 20,500 20,403 Total Headquarters Operations 7,128,725 7,082,544 6,320,907

Total Expense $8,129,725 $8,129,544 $7,285,707

Program Funding

Total net program spending of $2,682,000 per the 2018 request is $690,000 higher than the 2017 budgeted amounts, an increase of 34.6% (see AR-86). The programs with the most dramatic spending shifts include Residency programs, Communications and FEDA Awards.

In the Advocacy/Governmental Affairs budget request (AR-92), expenses of $316,000 have increased $44,000 from the 2017 budgeted totals, mainly due to the addition of several new state-level initiatives, which include state scholarships for advocacy efforts, staff presentations at state meetings and sending an OMS to medical/dental provider candidate school.

In the Anesthesia program, expenses have increased from $130,000 in the 2017 budget to $212,000 in the 2018 budget request (AR-92). The majority of the increase is for the simulation courses, which are estimated to cost $65,000, with revenues of $20,000. The 2018 request assumes that there will be continued expenses to develop more crisis management scenarios. Additionally, the 2018 request includes a $10,000 increase for CAN to hold an extra meeting at headquarters given the recent issues related to anesthesia.

The 2018 budget request for Awards and Grants has increased $68,000 over the 2017 budget reflecting a $50,000 one-time contribution to the IAOMS Foundation’s Regional Partners Program and a $4,000 increase in the annual Anesthesia Patient Safety Foundation contribution. Half of the IAOMS Foundation donation will be contributed through the OMS Foundation. The request also assumes higher attendance at the Officers/Trustees dinner due to the Centennial Celebration (AR-93).

In the Representation at Allied Meetings budget request, spending has been increased $111,000

AR-83

in 2018 versus the 2017 budget (AR-93). The bi-annual State Leadership Conference will be held in 2018 whereas the 2017 budget included no funding for the conference. Additionally, the request assumes expanded attendance at the conference. International Representation costs have decreased $26,000 in the 2018 request, reflective of the meetings scheduled and attended per policy.

The Web Site budget request for 2018 reflects a revenue increase of $15,000, primarily due to increased royalties from the AAOMS Career Line program (AR-93). Expenses are projected to grow $31,000, which includes $15,000 of funding for any required enhancements to the web sites and $13,000 for an enhanced broadcast email software service.

The 2018 budget request for Reimbursement and Coding anticipates revenues from webinars totaling $29,000, a $34,000 decrease as less demand is anticipated given recent experience (AR-94). Expenses are projected to decrease from $439,000 in the 2017 budget to $416,000 in the 2018 request. Third Party Advocacy costs are decreasing $22,000 in 2018, as the Insurance Industry Open Forum not be held next year.

In the Practice Management program (AR-94), the 2018 expense request of $70,000 has increased slightly over the 2017 budgeted amount, with no significant changes in any of the programmatic activities. Revenues from webinars are expected to decrease $15,000 in 2018.

In Research Activities, the 2018 budget request for expenses has decreased $93,000 versus the 2017 budgeted amounts, and revenues have decreased $24,000 (AR-95). The bi-annual CSIOMS Conference will not be held in 2018, as the Clinical Trials Methods Course is scheduled.

The Professional Affairs budget request for 2018 (AR-95) reflects a revenue decrease of $55,000, due to the elimination of a joint meeting on Maxillofacial Oncology and Reconstructive Surgery with the British Association of OMS (BAOMS). The meeting was anticipated to occur in 2017 but has since been tabled based on discussions with the BAOMS. Expenses are projected to decrease $104,000, primarily due to the elimination of expenses related to this conference. Additionally, the request assumes that the Committee on Hospital and Interprofessional Affairs will be sunset.

In the Continuing Education program budget, expenses are expected to decrease slightly based on the 2018 budget request (AR-96), while revenues will hold steady.

In Communications, the 2018 request projects revenue from AAOMS Today to increase slightly. Expenses are projected to increase $141,000, primarily due to costs related to the Centennial Book; while some costs may be recovered from sales of the books, $108,000 of funding has been added to cover the cost of distributing free copies to past presidents/VIPs and either donating books to the Foundation or providing free copies to members. After skipping media training in 2017, another session is proposed for 2018. Additionally, costs related to printing and mailing AAOMS Today are anticipated to increase as extra pages will be added to accommodate a proposed redesign for the 2018 centennial year (AR-96).

In the ADA Representation budget, the 2018 expense request has increased $20,000 versus the 2017 budgeted amount, given that the meeting is in Hawaii in 2018. Additionally, $10,000 of

AR-84

funding has been included in the request for costs related to the ADA proposed National Commission on Recognition of Dental Specialties and Certifying Boards. (AR-97). In the Residency program, revenues are projected to increase $126,000 in the 2018 budget request, and expenses are anticipated to increase $335,000 in total (AR-97). NBME testing revenue includes a $71,000 increase due to higher dental student participation. Corporate support for ROAAOMS is projected to remain consistent with the 2017 budget. New funding requests in 2018 have been submitted for the following: creation of the OMS National Curriculum - $80,000; development of a national leadership program with AAL - $115,000 net funding; and a stand-alone resident educational program - $11,000 net funding. The ROAAOMS expense request has increased $6,000 in the 2018; Dental Student Outreach spending is the primary contributor. The CET request has increased $8,000 due to an additional meeting day at ADEA and the addition of members to CET following the sunset of CPET. FEDA funding has increased $118,000 in the 2018 budget request (AR-97). In 2016, three awardees were approved, and four awardees have been approved in 2017 as the OMS Foundation provided funding for an additional award in 2017. The 2018 budget request assumes an additional three awardees next year. It is assumed the OMS Foundation will contribute a minimum of $130,000. Historically, the awards have been supported by four funding sources: the HOD Reserve Fund, the Operating Budget (via the Operating Reserves), the OMS Foundation, and corporate support. The Operating Budget always covers any required monies that have not been provided from the other sources. With the elimination of the House of Delegates Reserve fund last year, funding from the Operating Budget has been increased. Program Funding Requests 2018

2017

2016

Request

Budget

Actual Detailed on page AR-92:

Governmental Affairs/Advocacy $316,100 $272,400

$281,229 Anesthesia

211,785

130,160

133,201

Detailed on page AR-93: Awards and Grants 175,000

107,500

112,832

Representation-Allied Meetings 402,370

291,695

247,390 Web Site

205,500

174,800

175,974

Detailed on page AR-94: Reimbursement and Coding 416,170

439,135

205,738

Practice Management 70,100

63,900

73,684 Detailed on page AR-95:

Research Activities 79,660

172,283

61,510 Professional Affairs 76,080

180,050

81,376

Detailed on page AR-96: Continuing Education 53,200

57,800

60,221

Communications 321,500

180,306

177,766 OMS Foundation Support 3,000

2,000

5,050

Detailed on page AR-97: ADA Representation 245,420

225,420

226,139

Residency Programs 801,684

466,713

481,242 FEDA

300,000

181,735

127,422

Total Requested Funding $3,677,569 $2,945,897 $2,450,774

AR-85

Revenues

Anesthesia Courses (AR-93) 41,375

21,500

19,550 Awards and Grants (AR-93) 12,000

12,000

12,000

Web Site (AR-93) 229,500 215,000

228,761 Reimbursement and Coding 28,620

63,000

21,997

Practice Management (AR-94) 70,620

86,000

106,365 Research Activities (AR-95) 25,000

49,000

25,000

Professional Affairs (AR-95) -

55,350

- Continuing Education (AR-96) 10,000

10,000

8,000

Communications (AR-96) 202,600

190,775

228,545 Residency Programs (AR-97) 376,000

250,500

285,885

Yellow Pages Program - 1,000

- Total Revenues $995,715

$954,125

$936,103

Net Spending Requested $2,681,854

$1,991,772

$1,514,671

Informational Campaign and Member Assessments The 2018 budget request for the Informational Campaign includes $1,806,000 in revenue and $1,545,000 in expenses (see Appendix G on page AR-98). Revenue has increased $33,000 over the 2017 budget mainly due to life members being required to pay 50% of member assessments; the 2017 budget assumed that previous life members would be grandfathered and not pay the assessment. Expenses of $1,545,000 for the Informational Campaign are equal to the 2017 budget. In 2017, management of the campaign was brought in house, eliminating the strategic management and commission fees paid to Athorn Clark & Partners. This has provided additional resources to allocate to all the initiatives in the campaign. The 2018 request assumes that eleven new patient-centered video sets will be created to be used in conjunction with the existing longer videos and that a new public service announcement is created and distributed.

RESOLUTION B-11

RESOLVED, that a 2018 operational budget with revenues of $20,979,823 and expenses of $20,760,093 as presented on pages AR-73 through AR-98 of the 2017 Annual Reports, be approved.

AR-86

Appendix A

Membership Program

2018

2017

2016 Revenues Request Counts Budget Counts Actual Counts

Full Dues $5,872,509 4,826 $5,957,509 4,894 $5,935,244 4,815

1/3 Dues 86,313 224 77,870 201 90,172 212

2/3 Dues 170,177 218 179,133 127 162,639 228

Life Dues 440,938 700 -

-

Affiliate Dues 95,230 178 108,605 203 111,281 200

Allied Staff Dues 53,625 975 45,375 825 55,000 1,000

Allied Staff Application Fees 23,000 575 23,000 575 20,520 513

Fee to Receive Mailings 4,000

8,000

7,905 Late Fees 15,000

13,000

15,167

Total For Dues/Application Fees $6,760,792 6,996 $6,412,492 6,825 $6,397,928 6,968

Plaques -

-

24 Mailing Labels 53,000

52,000

55,300

Total Revenue $6,813,792

$6,464,492

$6,453,252

Expenses

Directory 1,500

1,500

2,917 Emerging Leaders Conference -

30,000

-

Committee on Membership 1,870

1,870

1,530 Credit Card Discount Fees 170,000

135,000

171,888

Dues Collection Process 12,500

12,500

11,374 Journal Copies 1,500

1,700

819

Certificates and Life Pins 4,900

4,900

5,048 Promotion/Campaigns 5,900

5,900

2,133

Total Expenses $198,170

$193,370

$195,709

Net Revenues $6,615,622

$6,271,122

$6,257,543

AR-87

Appendix B

2018 2017 2016

Building Operations Request Budget Actual

Revenue Rental Income - 2nd Floor $429,409 $429,409 $435,780 Less: Amortization of Tenant Improvements

(69,689)

(69,689)

(69,689)

Rental Income - OMSF 17,550 17,550 17,550 Rental Income - OMSPAC 3,200 3,200 3,200 Parking Lot - - 250 Membership Assessments 87,000 87,000 84,159 Rental Income - AAOMS Occupancy 442,774 442,774 442,774 TOTAL REVENUES $910,244 $910,244 $914,024

Expenses

Cleaning 77,550 75,800 74,588 Utilities 150,000 143,400 156,455 Repairs and Maintenance 135,800 135,200 144,919 Property Tax 235,000 215,000 174,670 Administration 241,292 235,583 226,114 NORMAL OPERATING EXPENSES $839,642 $804,983 $776,746

Replacement / Upkeep Pool 9,700 4,000 5,573

Owner Expenses 6,000 6,000 3,861

Amortization - Brokerage Commissions 33,558 33,558 33,558

TOTAL OPERATING EXPENSES $888,900 $848,541 $819,738

REVENUE OVER EXPENSE $21,344 $61,703 $94,286

AR-88

Appendix C

Chicago San Francisco Las Vegas

2018 2017 2016

Annual Meeting Request Budget Actual Revenue Early Registration Fees $547,300 $409,350 $507,600 Registration Fees 226,575 282,225 200,340 Onsite Registration Fees 268,500 268,500 259,550 Assistants 118,000 108,000 158,870 Non-Member Registration Fees 148,490 146,500 162,400 Total Registration Fees $1,308,865 $1,214,575 $1,288,760

Clinical Courses 15,000 15,000 6,750 Practice Management Clinics 180,000 159,175 245,005 Assistant Programs 29,400 29,400 29,400 Total Scientific Program Fees $224,400 $203,575 $281,155

Exhibit Rentals and Registration Fees 1,920,550 1,829,775 1,762,980 Corporate Forums and Special Offerings 41,425 43,125 83,618 Online Exhibit Hall 35,000 33,250 40,775 Total Exhibitor Fees $1,996,975 $1,906,150 $1,887,373

Corporate Support Fees 300,000 225,000 299,000 Program Advertising 14,400 35,650 33,800 Total Corporate Support/Advertising $314,400 $260,650 $332,800

President's Event $105,000 $100,000 $111,055

Other Income $125,370 $72,500 $132,276

TOTAL REVENUES $4,075,010 $3,757,450 $4,033,419

Expenses Registration/Finance/Staff Support 1,088,200 1,058,500 1,032,718

Assistants Programs 20,861 20,975 15,481 Meetings Administration 734,618 573,443 589,302 Scientific Programs 544,290 428,450 352,480 Practice Management Programs 66,866 64,835 65,032 Exhibits 379,800 316,475 421,846 Opening Ceremony/Reception 219,750 203,750 144,362 Sponsorship Activities 37,850 30,610 48,940 Centennial-Related Activities 50,000

President's Event 280,000 270,000 225,740

TOTAL EXPENSES $3,422,235 $2,967,038 $2,895,901

REVENUE OVER EXPENSE $652,775 $790,412 $1,137,518

AR-89

Appendix D

2018 2017 2016

Journal of Oral and Maxillofacial Surgery Request Budget Actual

Revenue Royalties $460,000 $425,000 $355,996

Subscriptions 740,000 740,000 726,407 Reader’s Circle - 8,200 11,680 Contract Signing Bonus 85,714 85,714 50,000 Corporate Support 35,000 35,000 - Miscellaneous Income 2,500 2,500 2,500 TOTAL REVENUES $1,323,214 $1,296,414 $1,146,583

Expenses

Editorial Fees 169,500 169,500 157,500 Travel Reimbursements 12,000 12,000 11,093 JOMS Statistician 1,500 1,500 1,500 Editorial Expenses $183,000 $183,000 $170,093

Support from AAOMS Staff 106,100 103,000 100,000 Miscellaneous Expenses 4,600 4,600 10,864 Amortization - Publication Rights 2,500 2,500 2,500 Reader's Circle - 5,000 5,000 Total Operational Expenses $113,200 $115,100 $118,364

TOTAL EXPENSES $296,200 $298,100 $288,457

REVENUE OVER EXPENSE $1,027,014 $998,314 $858,126

AR-90

Appendix E

2018 2017 2016

Request Budget Actual

House of Delegates Audio-Visual, Electric Charges $58,000 $55,000 $53,403

Travel Reimbursements 6,000 6,000 6,708 Food and Beverage 27,000 25,000 21,902 All Other Annual Meeting Costs 6,000 6,000 5,872 Speaker Honoraria 15,000 15,000 15,000 TOTAL EXPENSE $112,000 $107,000 $102,885

Board of Trustees Honoraria 520,000 520,000 520,000

Board Meetings 303,000 323,000 252,993 Finance and Audit Committee 12,000 14,000 9,957 History Committee - - - Other Board Committees - - - Archiving Project - Past Leaders - - 350 Strategic Planning - 30,000 8,100 Board Task Forces - - 11,571 Committee Chairmen Conference - 500 - Trustee Reports 5,000 4,500 5,321 General Administration 29,000 28,000 35,779 Executive Director's Administrative Account 20,000 20,000 17,844 TOTAL EXPENSE $889,000 $940,000 $861,915

AR-91

Appendix F

Program Detail 2018 2017 2016

Request Budget Actual

Governmental Affairs/Advocacy Federal Legislative/Regulatory Activities 15,000 $15,000 $14,434

Day on the Hill 118,100 110,000 109,926 Online Legislative Research 14,000 13,000 13,464 Support of State Lobbying 39,500 5,000 4,277 Committee on Governmental Affairs 16,000 16,000 21,392 State Advocates Forum 40,000 40,000 44,930 OMS on State Dental Boards 500 400 429 Grassroots Software 10,000 10,000 9,731 Attendance - Legislative Conferences 3,000 3,000 2,646.00 Lobbying Firm 60,000 60,000 60,000 TOTAL EXPENSE 316,100 $272,400 $281,229 Anesthesia Revenue National Simulation Program Courses 20,000 - - ACLS/PALS Courses 21,375 21,500 19,550 TOTAL REVENUE $41,375 $21,500 $19,550

Expense National Simulation Program Courses 65,000 - - ACLS/PALS Courses 19,150 18,750 20,104 Simulation Program Development 50,000 41,730 69,124 OAE Completion Certificates 1,600 1,000 1,562 Comp OAE Manual Distribution 4,800 - - ASA Meeting Attendance 4,325 3,825 3,010 Pediatric Sedation Conference 4,120 3,890 2,653 SAMBA 3,690 12,030 - Committee on Anesthesia 59,100 48,935 36,748 TOTAL EXPENSE $211,785 130,160 133,201

AR-92

Appendix F

Program Detail 2018 2017 2016

Request Budget Actual

Awards and Grants Revenue

Global Outreach Project $12,000 $12,000 $12,000 TOTAL REVENUE $12,000 $12,000 $12,000

Expense Awards 42,000 37,000 42,824

Past Presidents Lunch 2,000 2,000 986 Officer/Trustee Dinner 45,000 37,500 39,643 President's Event for Spouses 10,000 10,000 7,012 Anesthesia Patient Safety Foundation 5,000 1,000 1,000 IAOMS Foundation Contribution 50,000 - - Memorials and Contributions 3,000 3,000 3,300 Global Outreach Project 10,000 10,000 10,009 Awards Nominating Committee 8,000 7,000 8,058 TOTAL EXPENSE $175,000 $107,500 $112,832

Representation - Allied Meetings International Representation 94,370 120,195 35,755

Regional/State Society Meetings 90,000 92,000 69,543 Affiliate Organization Representation 78,000 79,500 76,221 EACMFS Speaker - - 6,237 State Leadership Conference 140,000 - 59,634 TOTAL EXPENSE $402,370 $291,695 $247,390

Web Site Revenue

AAOMS Career Line 200,000 180,000 202,492 AAOMS Supplier Marketplace 2,500 10,000 2,375 PBHS Program 7,000 5,000 3,894 Corporate Support Fees 20,000 20,000 20,000 TOTAL REVENUE $229,500 $215,000 $228,761

Expense AAOMS Career Line 2,800 2,800 2,247

Broadcast E-mail Software 17,000 4,000 2,726 PBHS Program 5,400 3,000 1,800 Administration 180,300 165,000 169,201 TOTAL EXPENSE $205,500 $174,800 $175,974

AR-93

Appendix F

Program Detail 2018 2017 2016

Request Budget Actual

Reimbursement and Coding Revenue Webinars 28,620 63,000 21,997

TOTAL REVENUE $ 28,620 $ 63,000 $ 21,997 Expense

ADA CDT Representation 5,000 5,000 1,588 CPT Editorial Panel Representation 9,660 11,760 7,122 Insurance Carrier Meetings 6,000 6,000 1,422 Third Party Advocacy 3,000 24,665 9,374 Committee on Health Care and Advocacy 21,640 21,640 18,828 OMS Registry 300,000 300,000 110,575 AMA RUC 14,200 14,200 10,070 SNODENT Editorial Panel 1,285 2,000 82 Coding Technical Assistance 14,095 14,095 10,733 Alternative Payment Research 2,500 2,500 1,034 Dental Quality Alliance 12,740 13,240 6,675 Policy Reporter 8,500 8,500 8,500 Webinars 6,300 7,535 6,007 AADC Meeting 11,250 8,000 13,728 TOTAL EXPENSE $416,170 $439,135 $205,738

Practice Management Revenue

Practice Management Stand Alone Meeting $42,000 $42,000 $67,675 Webinars 28,620 44,000 38,690 TOTAL REVENUE $70,620 $86,000 $106,365

Expense Committee on Practice Management/PAS 26,000 24,000 25,480

ADSO Meeting 3,800 2,800 - Practice Management Stand Alone Meeting 28,000 28,000 39,057 Practice Management Resources 6,000 4,000 3,710 Webinars 6,300 5,100 5,437 TOTAL EXPENSE $70,100 $63,900 $73,684

AR-94

Appendix F

Program Detail 2018 2017 2016

Request Budget Actual

Research Activities Revenue

CSIOMS Conference - 40,000 - Clinical Trials Methods Course 25,000 - 25,000 Grant Writing Workshop - 9,000 - TOTAL REVENUE $25,000 $49,000 $25,000

Expense Committee on RPTA 25,670 16,535 12,664 IADR/AABR Symposium Speakers - 8,528 2,942 CSIOMS Conference - 138,220 - Clinical Trials Methods Course 53,990 - 45,904 Grant Writing Workshop - 9,000 - TOTAL EXPENSE $79,660 $172,283 $61,510 Professional Affairs

Revenue SCMORS Joint Meeting - BAOMS - 55,350 -

TOTAL REVENUE $0 $55,350 $0

IVO Project 5,000 5,000 5,000 AAAHC 12,000 12,000 12,000 CCCPOMS 21,405 21,940 9,478 SCMORS 13,535 18,535 14,843 SCMORS Joint Meeting - BAOMS - 61,720 - Par Care Committees 1,000 24,090 15,324 Committee on Hospital/Interprof. Affairs - 18,790 7,323 Hospital Privileges/Credentialing 500 500 - ACS Trauma Meeting 6,500 6,475 5,121 ACS Clinical Congress/Reception 14,140 10,000 10,324 Commission on Professional Conduct 2,000 1,000 1,963 TOTAL EXPENSE $76,080 $180,050 $81,376

AR-95

Appendix F

Program Detail 2018 2017 2016

Request Budget Actual

Continuing Education Revenue Joint Sponsorship Fees 10,000 10,000 8,000

TOTAL REVENUE $10,000 $10,000 $8,000

Expense CCEPD 35,000 35,000 34,409 Speaker/Program Review 5,000 5,000 2,544 CE Accreditation Fees 6,700 8,000 6,801 Maintaining ACCME Accreditation 1,000 3,000 10,948 Needs Assessment Research 500 300 498 Joint Sponsorship - 1,500 21 Speakers at ADA Meeting 5,000 5,000 5,000 TOTAL EXPENSE $53,200 $57,800 $60,221

Communications Revenue AAOMS Today 201,600 189,275 227,025

Surgical Updates - 500 400 USA Today Supplement Sales 1,000 1,000 1,120 TOTAL REVENUE $202,600 $190,775 $228,545

Expense AAOMS Today 140,000 129,175 111,590

Practice Management Notes 17,000 15,121 16,097 Surgical Updates - - 1 PR Products 35,000 26,270 26,358 CPPC 10,000 6,740 11,969 Media Training 7,000 - 8,381 USA Today Supplement Sales 500 - 574 Centennial History Book 108,000 - - National Oral Cancer Week Promotion 1,000 - - Facial Protection Month 3,000 3,000 2,796 TOTAL EXPENSE $321,500 $180,306 $177,766

OMS Foundation Support

Expense

Reimbursement - Board Meeting Costs $3,000 $2,000 $5,050 TOTAL EXPENSE $3,000 $2,000 $5,050

AR-96

Appendix F

2018 2017 2016 Program Detail Request Budget Actual ADA Representation ADA Reception $120,000 $115,000 $111,699 Board Representation 85,000 80,000 82,437 National Commission on Recognition of Dental Specialties & Certifying Boards 10,000 - - CODA Meetings 12,710 12,710 15,605 Residency Review Committee Meetings 12,710 12,710 10,790 ADA Liaison Committee 5,000 5,000 5,608 TOTAL EXPENSE $245,420 $225,420 $226,139

Residency Programs Revenue ROAAOMS Corporate Support 75,000 75,000 60,000

NBME Testing 246,000 175,500 225,855 Resident Education Program 30,000 - - Leadership Program 25,000 - - TOTAL REVENUE $376,000 $250,500 $285,855

Expense ROAAOMS 141,580 135,240 115,940

Funding - ADA Staff Support 3,000 3,000 2,207.00 Committee on Education and Training 123,805 116,140 77,519 OMS National Curriculum 80,000 - - CRET Simulation in Healthcare Conference - - - OMS Faculty Section 10,000 7,500 10,310 Faculty Section Executive Committee 5,000 15,450 1,520 ROAAOMS Reference Guide - - 44,733 Resident Educational Program 40,840 -

ADEA ITL Program 16,120 25,080 25,460 Leadership Program 140,335 - - NBME Testing 241,004 164,303 203,553 TOTAL EXPENSE $801,684 $466,713 $481,242

FEDA Expense Faculty Educator Development Awards 300,000 170,000 120,017

FEDA Committee - 11,735 7,405 TOTAL EXPENSE $ 300,000 $ 181,735 $ 127,422

AR-97

Appendix G

2018 2017 2016

Request Budget Actual

Informational Campaign Revenue

Member Assessments $1,806,000 $1,773,412 - TOTAL REVENUE $1,806,000 $1,773,412 - Expenses Media $900,000 $1,134,035 $923,424 Research/Tracking 100,000 64,000 65,738 Video Library 200,000 10,000 170,120 Public Relations 70,000 36,680 64,489 Social Media 20,000 20,000 - Campaign Committee - - 789 Campaign - General 55,000 48,120 38,860 Creative Production 100,000 80,000 47,796 Strategic Management 100,000 152,165 241,357 TOTAL EXPENSE $ 1,545,000 $ 1,545,000 $ 1,552,573

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SECTION III -- BOARD OF TRUSTEES’ RECOMMENDATIONS TO HOUSE OF DELEGATES ON 2017 ANNUAL REPORTS AND RESOLUTIONS

Reference Committee “A” (Commission on Professional Conduct (CPC), Committee on Anesthesia (CAN), Committee on Cleft, Craniofacial, and Pediatric Oral and Maxillofacial Surgery (CCCPOMS), Committee on Continuing Education and Professional Development (CCEPD), Committee on Governmental Affairs (CGA), Committee on Healthcare Policy, Coding, and Reimbursement (CHPCR), Committee on Hospital and Interprofessional Affairs (CHIA), Committee on Education and Training (CET), Committee on Research Planning and Technology Assessment (CRPTA), OMS Faculty Section Executive Committee, OMS Knowledge Update Editorial Board (OMSKU V), Resident Organization of AAOMS (ROAAOMS), Special Committee on Education and Learning (SCEL); Special Committee on Faculty Educator Development Award (FEDA), Special Committee on Parameters of Care (ParCare))Special Committee on Maxillofacial Oncology and Reconstructive Surgery (SCMORS)

The annual reports of the Commission on Professional Conduct (AR-), Committee on Anesthesia (AR-), Committee on Cleft, Craniofacial, and Pediatric Oral and Maxillofacial Surgery (AR-), Committee on Continuing Education and Professional Development (AR-), Committee on Governmental Affairs (AR-), Committee on Health Care and Advocacy (AR-), Committee on Hospital and Interprofessional Affairs (AR-), Committee on Predoctoral Education and Training (AR-), Committee on Research Planning and Technology Assessment (AR-), Committee on Residency Education and Training (AR-), OMS Faculty Section Executive Committee (AR-), OMS Knowledge Update Editorial Board (AR-), Resident Organization of AAOMS (AR-), Special Committee on Faculty Educator Development Award (AAR-), Special Committee on Maxillofacial Oncology and Reconstructive Surgery (AR-), Special Committee on Outcomes Assessment (AR-), Special Committee on Parameters of Care (AR-) contain no resolutions and the board has no recommendations. The board expresses appreciation to these committees on their accomplishments during the past year in the important areas of education and health policy. The issues with which these committees deal have an important impact on the specialty. Fellows and members are encouraged to read their reports.

Reference Committee “B” (Committee on Membership (CM), Committee on Practice Management and Professional Staff Development (CPMPSD), Committee on Public and Professional Communications (CPPC), Journal of Oral and Maxillofacial Surgery Editorial Board (JOMS), Special Committee on AAOMS Informational Campaign (SCAIC), Special Committee on AAOMS Centennial; Special Committee on Clinical Research (SCCR), Special Committee on Women in OMS, Board of Trustees [Administrative and Financial Affairs], Strategic Planning and President’s Address)

The annual reports of the Committee on Practice Management and Professional Allied Staff (AR-), Committee on Public and Professional Communications (AR-), Journal of Oral and Maxillofacial Surgery Editorial Board (AR-), Special Committee on AAOMS Informational Campaign (AR-), Special Committee on Clinical Research (AR-) and Special Committee on Resident Surgical Log (AR-) contain no resolutions and therefore the board has no recommendations. However, fellows and members are encouraged to read and note the significant work done by these committees on their behalf during the course of the year.

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Section I, Administrative Affairs (AR-), Resolutions B-1, B-2, B-3, B-4, B-5, B-6, B-7, B-8, B-9, B-10

Section I of the board’s annual report contains ten (10) resolutions -- B-1 (AR-) Bylaw amendment sunsetting the Committee on Hospital and Interprofessional Affairs; B-2 (AR-) Bylaws amendment regarding composition of the Committee on Anesthesia; B-3 (AR-) Bylaws amendment allowing additional term for Trustees; B-4 (AR-) Bylaws amendment regarding the duties of the AAOMS Board of Trustees in relation to the OMS Foundation; B-5 (AR-) Bylaws amendment regarding the duties of the AAOMS Treasurer in relation to the OMS Foundation; B-6 (AR-53) Bylaws amendment regarding the duties of the AAOMS Past President in relation to the OMS Foundation; B-7 (AR-) Bylaws amendment regarding change in composition and additional duties of the Committee on Public and Professional Communications; B-8 (AR-) Bylaws amendment regarding change in composition and additional duties of the Committee on Research Planning and Technology Assessment; B-9 (AR-) Bylaws amendment regarding change in composition and additional duties of the Committee on Education and Training; B-10 (AR-) Approval of amendments to the AAOMS Policies.

Section II, Financial Affairs (AR-)

Section II of the board’s annual report contains one (1) resolution – B-11 -- regarding approval of the proposed 2018 Operating Budget (AR-).

Although not subject to House jurisdiction, the membership is encouraged to review the annual reports of organizations related to the AAOMS, namely the Oral and Maxillofacial Surgery Political Action Committee (OMSPAC) (AR-105) Oral and Maxillofacial Surgery Foundation (OMSF) (AR-108), American Board of Oral and Maxillofacial Surgery (ABOMS) (AR-111) and AAOMS Services, Inc. (ASI) (AR-121). Members of these respective related organizations having concerns and comments regarding the reports are encouraged to correspond with the appropriate officials.

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APPENDIX I

Policy Amendments, Additions & Deletions

Enacted by the Board of Trustees September 2016 – October 2017 (As of May 30, 2017)

During its 2016-2017 meetings and conference calls, the board amended, added and deleted the following policies. Amendments/additions are bold underlined, deletions are indicated by strike-through and page/line numbers refer to the Governing Rules and Regulations, 2016-2017. Depending upon actions of the House, some policy amendments may have to be removed or changed.

1. Amended Section II. Board of Trustees, Policy 12. New Board Member Orientation Session as follows: (strikethrough = deletion; bold underline = addition/change)

12. New Board Member Orientation Session: New board member(s) shall be provided per diem, hotel accommodations and travel for an orientation session in the headquarters An orientation session for new board member(s) will be held electronically.prior to the convening of the first board session. at the headquarters site. (Jan. 17)

2. Amended by addition Section XI. Budget and Finance, Policy 15. Reimbursement (Travel, Per Diem), Section d. Reimbursement of Airfare for Spouses of the Board of Trustees.

The spouse or significant other of current officers, trustees and the Speaker of the House shall be reimbursed for their air travel when attending the AAOMS Annual Meeting, ADA Annual Meeting, Dental Implant Conference and the off-site Board meeting in accordance with Policy 15c (1) Travel Reimbursement, Section XI. Budget and Finance. (Jan. 17)

3. Amended by deletion. Section II. Board of Trustees, Policy 4. Board Appointments to Committees, Etc., n. Special Committee on FEDA Awards (SCFEDA): (strikethrough = deletion; bold underline = addition/change)

n. Special Committee on FEDA Awards (SCFEDA): The special committee is comprised of seven (7) voting members of whom one serves as Chair and one (1) consultant. Committee members represent the six trustee districts and include representatives of the OMS Foundation, AAOMS House of Delegates, and OMS faculty. The consultant position is occupied by a FEDA Award recipient. The terms are for one year with annual review and reappointment. The committee annually selects the recipients of the Faculty Educator Development Award. (Sept. 10)

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4. Amended by deletion. Section II. Board of Trustees, Policy 4. Board Appointments to Committees, Etc., p. Special Committee on Parameters of Care: (strikethrough = deletion; bold underline = addition/change)

p. Special Committee on Parameters of Care (ParCare): The special committee is comprised of the chairs of the 12 ParCare subcommittees of whom one is the overall chair and one is designated assistant to the chair. The terms are for one year with annual review and reappointment. (Sept. 10)

5. Amended Section IX. Awards and Gifts, Policy 11. Presidential Achievement Award as follows: (strikethrough = deletion; bold underline = addition/change)

Presidential Achievement Award:

Purpose: To recognize AAOMS fellows and members for important contributions of benefit to the specialty of oral and maxillofacial surgery through clinical, academic, research, or public service activities.

Criteria: Made significant contributions to the specialty. Up to two (2) individuals may be named annually. (April 15)

Eligibility: Individuals who meet the criteria. The Presidential Achievement Award is not meant to again recognize those individuals who have previously been recognized as a meeting dedicatee, or have received the Robert V. Walker Distinguished Service Award or the William J. Gies Foundation Award in Oral and Maxillofacial Surgery. Members of the Board of Trustees are not eligible for nomination for a period of five years after completion of their term.

Selection: Nominations for the award are One awardee is selected made by the AAOMS President and a second recommendation is chosen by the Advisory Committee on Awards Nominations from nominations by any fellow/member or substructure of the AAOMS Membership. The supporting documentation of all nominees received, along with the recommendation from the Advisory Committee on Award Nominations, is submitted to the Board of Trustees for final selection. Election shall be by secret ballot and require eight affirmative votes of the Board of Trustees. (June 15)

Award: The award shall consist of a plaque.

When Given: At the annual meeting following selection.

Compensation: Waiver of the annual meeting registration fee at which the award is presented.

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6. Amended Section II. Board of Trustees, Policy 2. Officer and Trustee Representation andReimbursement for Attendance at Regional and Component Society Meetings as follows:(strikethrough = deletion; bold underline = addition/change)

2. Officer and Trustee Representation and Reimbursement for Attendance at Regional andComponent Society Meetings: (HD-67; Jan. 78; Nov. 78; Sept. 93)

a. Purpose and Procedure on Representation Requests: Officer and trustee representation tocomponent and regional society meetings is for informational purposes and the exchangeof ideas on national oral and maxillofacial surgery issues and to advocate implementationby the component or regional society of national goals at the local level. (Nov. 79; Oct. 85;Dec. 88; Dec. 97)

(1) Officers of the Board of Trustees, as approved by the President, and the six districttrustees may attend regional and state component society meetings within theirdistricts and receive reimbursement in accordance with policy. (July 03).

a. In addition to the district trustee, a minimum of two AAOMS officers shallattend the Southeastern Society of OMS and the Southwest Society of OMS meetings. Each society should provide AAOMS leadership with 15 minutes of podium time not during the lunch hour for an AAOMS update. Additional attendees may be assigned by the President.

b. In addition to the district trustee, a minimum of one AAOMS officer shallattend one Mid-Atlantic Society of OMS meeting and the Western Society of OMS meeting. Each society should provide AAOMS leadership with 15 minutes of podium time not during the lunch hour for an AAOMS update. Additional attendees may be assigned by the President.

c. In addition to the district trustee, a minimum of two AAOMS officers shallattend the January CALAOMS and the NYSOMS meetings. Each society should provide AAOMS leadership with 15 minutes of podium time not during the lunch hour for an AAOMS update. Additional attendees may be assigned by the President.

(2) The Executive Director or a designated appointee may participate in allied, related,regional and component society meetings, with the approval of the President, suchexpense to be borne by the AAOMS. (HD-67; Dec. 73; July 03)

b. Reimbursement:

(1) Trustees attending regional and state component society meetings outside theirdistrict shall not be reimbursed, unless specifically approved by the Board of Trustees.(July 03)

(2) Members of the Board of Trustees attending regional and state component societymeetings in their own district, including meetings of the state component society ofwhich they are a member, shall be reimbursed at $185 per day for days of officialbusiness and for hotel and travel in accordance with Policy 15c (1) TravelReimbursement, Section XI. Budget and Finance. (June 88; June 99; Dec. 04; June 08;Sept. 10)

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(3) The President or his official designee(s) attending a component or regional societymeeting shall be reimbursed at $185 per day for days of official business, and for hoteland travel in accordance with Policy 15c (1) Travel Reimbursement, Section XI. Budgetand Finance. (June 99; Aug. 03; June 08; Sept. 10)

(4) Reimbursement to a member of the Board of Trustees to attend a state component orregional society meeting convened outside the continental United States, except forthe AAOMS President, shall not be provided unless approved in advance by the Boardof Trustees. If approved, reimbursement shall be provided in accordance with Policy15. Reimbursement (Travel, Per Diem), c. Basis of Reimbursement, 8. Representativesto Non-USA Meeting (Excludes Canada and Mexico), Section XI. Budget and Finance.(June 99; June 05)

(5) Members of the Board of Trustees attending the summer caucuses in their districtsshall be reimbursed for air fare, up to two nights’ hotel (room and tax) and up to twodays per diem. (June 99)

(6) Reimbursement to Candidates for Officer Positions: A member of the Board ofTrustees, who is a candidate for the office of Vice President, Treasurer, or Speaker ofthe House of Delegates, will not be eligible for reimbursement of expenses or perdiem payment for attendance at a regional society meeting or component societymeeting outside of the candidate's AAOMS district during the calendar year of thatelection unless designated by the President to attend on official AAOMS business asreferenced in Section II, b.3. Expense reimbursements and per diem payments forattendance at meetings as designated above and made in the calendar year of acandidacy, prior to a declaration of candidacy or initiation of campaign activities, willbe repaid by the candidate to the AAOMS. (Dec. 12, August 16)

c. Report: Following representation at regional and state component society meetings,members of the board are requested to submit a report to the AAOMS headquarters toinclude meeting dates, the number of attendees, issues and concerns discussed, whetheror not the board member was allotted speaking time on the program and the value ofAAOMS representation. (Aug. 03; Sept. 10)

7. Amended by addition Section III. American Dental Association, Policy 3. Officer Representationat ADA Committee and Commission Meetings: (bold underline = addition/change)

3. Officer Representation at ADA Committee and Commission Meetings. In order to remainup-to-date on the issues the ADA is considering regarding residency and accreditation, at a minimum the President-Elect and Vice President shall attend the two Residency Review Committee meetings annually and the Vice President shall attend the two Commission on Dental Accreditation (CODA) meetings.

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American Association of Oral and Maxillofacial Surgeons Political Action Committee (OMSPAC)Dr. Joel M. Friedman, Chair Dr. Murray K. Jacobs, Immediate Past Chair Dr. Harry Y. Canter, Treasurer Dr. Gary H. Dwight Dr. Matthew C. Lowe Dr. W. Frederick Stephens Dr. Jeffrey H. Wallen Dr. Cynthia E. Winne Dr. Stephanie N. Zastrow, ROAAOMS Representative

OMSPAC is a nonpartisan political action committee that operates exclusively to raise funds to contribute to congressional candidates. By contributing to those candidates who are willing to engage in meaningful dialogue on issues of importance to OMS, OMSPAC helps protect and promote the specialty’s interests. OMSPAC does not lobby legislators, ask for votes or conduct legislative visits. OMSPAC’s activities are performed in concert with AAOMS, which in turn engages in lobbying activities.

Member Contributions General Statistics OMSPAC collected $414,073 from 17.29% of AAOMS members in the United States during the reporting period April 2016 to March 2017. North Dakota boasted the country's highest participation rate over the period with 42.11% of its eligible members contributing. OMSPAC collected $505,242 and $489,492 during the same reporting periods for 2015/2016 and 2014/2015, respectively. A list of current member contributions to OMSPAC may be found at OMSPAC.org/uploads/omspac_contributors.pdf.

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CAPTEL Efforts In 2016, CAPTEL, a Washington, D.C.-based telephone fundraising firm, helped us raise $31,725 from 98 contributors. The OMSPAC Board of Directors decided to refrain from utilizing the services of CAPTEL during the 2017 contribution year in favor of other solicitation methods.

Candidate Contributions OMSPAC contributed $581,250 towards the November 2016 congressional elections with a 92 percent success rate. As of April 19, 2017, OMSPAC has distributed $90,500 towards the 2018, 2020 and 2022 election cycles. Contributions are primarily delivered by AAOMS members with secondary support by our lobbyists in Washington, D.C. and AAOMS governmental affairs staff.OMSPAC set a goal to distribute $450,000 beforethe November 2018 elections. Any currentOMSPAC contributor may request an OMSPACcontribution for a federal candidate. As a reminder,OMSPAC does not contribute to presidentialcandidates. For a full list of current OMSPACcontributions to federal candidates, please visitOMSPAC.org/candidate-central/candidate-contributions.

Communications In Aug. 2016, the OMSPAC Board of Directors approved its first strategic plan, which includes new efforts to enhance and revitalize our communications and advocacy efforts. Much of 2017 will be dedicated to implementing this plan, including the items listed below.

New Logo & Materials In April 2017, OMSPAC launched a new logo. The revised image is more contemporary and better reflects OMSPAC’s function. With the launch of our new logo, OMSPAC also refreshed our marketing and informational documents, adding new resources to better communicate with the membership.

New Benefits OMSPAC secured Inside Elections with Nathan L. Gonzales, one of the top nonpartisan political pundit publications in production, for our supporters as a contributor benefit. This bi-weekly newsletter features inside information on federal races and interviews with candidates running for elected office. While this resource is for current contributors, OMSPAC will make it available to the whole AAOMS membership periodically to encourage contributions.

ImPACt In May 2017, OMSPAC redesigned the ImPACt, a quarterly electronic newsletter distributed to the AAOMS membership that includes general political and OMSPAC-specific news, to be more streamlined and easily viewed on mobile devices.

Annual Report

In Feb. 2017, OMSPAC published its Annual Report, a summary of OMSPAC operations in 2016.

State OMSPAC Chairs OMSPAC relies on the support of our network of in-state contacts, the state OMSPAC chairs, for our

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continued success. OMSPAC publishes the monthly State OMSPAC Chair Newsletter specifically for state OMSPAC chairs to keep them apprised of OMSPAC developments. A list of current state OMSPAC chairs may be found at OMSPAC.org/about/state-pac-chairs/.

Fundraiser of the Year Award Each year the OMSPAC Board of Directors bestows the Fundraiser of the Year Award in grateful acknowledgement of support for OMSPAC, leadership as a state OMSPAC chair and dedication to the profession of oral and maxillofacial surgery. The 2016 award was presented to Dr. Julia R. Plevnia of Parker, Colo. The 2017 award will be presented during the Advocacy Breakfast on Wednesday, Oct. 11.

OMSPAC Event Each year the OMSPAC Board hosts a cocktail reception at the AAOMS Annual Meeting to thank OMSPAC contributors. The 2016 event was held at the Mandalay Bay Hotel in Las Vegas, Nev. and approximately 180 contributors attended. The 2017 reception is scheduled for the evening of Wednesday, Oct. 23rd at the San Francisco Marriott Marquis.

The OMSPAC Board continues efforts to support our specialty and looks forward to continued growth and support by members of the American Association of Oral and Maxillofacial Surgeons. Please like us on Facebook at facebook.com/OMSPAC for more information on congressional key races and American politics.

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Oral & Maxillofacial Surgery Foundation 2017 Board of Directors

Dr. Kathy A. Banks, Chair Dr. Eric T. Geist, Vice Chair Mr. William C. Passolt, Treasurer

Dr. J. David Allen Dr. Thomas B. Dodson Dr. Ira D. Cheifetz Dr. Karen E. Crowley Dr. William J. Nelson Dr. Louis K. Rafetto Dr. Andrew Read-Fuller Dr. Anthony M. Spina Dr. W. Frederick Stephens Dr. Thomas P. Williams Ms. Bozana Gasic, Interim Executive Director (ex-officio)

The Oral and Maxillofacial Surgery Foundation is incorporated as a 501(c)(3) not-for-profit corporation in the State of Illinois. As a not-for-profit organization, the Oral and Maxillofacial Surgery Foundation relies on the generosity of our donors.

2016 Research & Education Funding

The Oral and Maxillofacial Surgery Foundation Board of Directors in 2016, approved $532,000 in funding for research and education in the OMS specialty in the next year. This total includes:

• Three Research Support Grants ($225,000)• One Student Research Training Award ($12,500)• Support of Faculty Educator Development Awards (FEDAs) ($260,000)• Support of AAOMS Clinical and Scientific Innovations for Oral and Maxillofacial Surgeons

(CSIOMS) Conference ($20,000)• Resident Travel Scholarships to attend the AAOMS CSIOMS Conference ($10,000)• Support for a Grant Writing Course at the 2017 AAOMS Annual Meeting (4,500)

Stephen B. Milam Research Support Grant - $75,000 Adjunctive pentoxifylline and tocopherol (PENTO) in the treatment of medication-related osteonecrosis of

the jaw (MRONJ): a prospective, randomized controlled trial to evaluate a novel non-operative treatment.University of Washington

PI: Jasjit Dillon, DDS, Clinical Associate Professor, Program Director, Acting Chief Harborview Medical Center, Dept. of Oral & Maxillofacial Surgery.

Co-PIs: Salvatore Ruggiero, DMD, MD, New York Center for Orthognathic and Maxillofacial Surgery Daniel A. Hammer, DDS, Collaborator, Chief Resident, Dept. of OMS, Walter Reed National Military Medical Center Anthony B. Morlandt, MD, DDS, Assistant Professor of OMS, University of Alabama and Daniel Petrisor, DMD, MD, FACS, Assistant Professor of OMS, Oregon Health & Science University.

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Research Support Grant - $75,000 each Defining mechanical injury, hypoxia, and disease progression in TMJ OA and Pain

University of Pennsylvania

PI: Eric Jon Granquist, DMD, MD, Assistant Professor, Department of OMS.Co-PI: Beth Winkelstein, PhD, Professor Dept. of Bioengineering

Stromal cell-derived IL-6 promotes epithelial tumor stem-like cell generation by inducing epithelial-mesenchymal transition in ameloblastomaUniversity of Pennsylvania

PI: Qunzhou Zhang, PhD, Senior InvestigatorCo-PI: Rabie Shanti, DMD, MD, Assistant Professor Department of Oral & Maxillofacial Surgery

Student Research Training Award - $12,500 Massachusetts General Hospital

Program Director: Maria J. Troulis, DDS

Clinical and Scientific Innovations for Oral and Maxillofacial Surgeons (CSIOMS) Conference The OMS Foundation was a proud $20,000 sponsor of the AAOMS CSIOMS Conference along with the Osteo Science Foundation and the International Association of Oral and Maxillofacial Surgeons.

2017 OMS Foundation Scholarship Recipients

Amir M. Chalak, DDS, MD University of California, San Francisco Troy Lam, DDS, MD University of California, San Francisco Justine Moe, DDS, MD Emory University Earl P. Park, DMD, MD Louisiana State University Kaushik H. Sharma, DDS Temple University Hospital Raj K. Thaker, DMD Harlem Hospital Center Michael L. Winstead, DMD University of Tennessee Medical Center

OMS Foundation Committee on Research Dr. Brian Schmidt, Chair; Dr. David L. Basi, Dr Bernard Costello, Dr. Regina Landesburg, Dr. Ahn Le, Dr. Vivek Shetty, Dr. Brent B. Ward, Dr. Thomas B. Dodson, Ex-Officio

OMS Foundation Committee on Fellowships Dr. Brent Ward, Chair; Dr. Janice Lee, Dr. Jon D. Perenack, Dr. Ramon Ruiz, Dr. Thomas B. Dodson, Ex-Officio

OMS Foundation Activities

As a not-for-profit organization, the Oral and Maxillofacial Surgery Foundation relies on the generosity of our donors. Donations are tax deductible and ensure the future of the specialty by supporting the next generation of educators and researchers. AAOMS fellows and members can give via their AAOMS membership dues statement or on the OMS Foundation website.

Since inception, we have awarded over 12.5 million dollars to Research and Educational programs such as: Research Support Grants Educational Fellowships Student Research Training Awards Third Molar Clinical Trials FEDA Clinical Trials Methods Course CSIOMS (Formerly AAOMS Research Summit) Resident Travel Scholarships to Educational Conferences Other Projects relevant to the specialty

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OMS Foundation Alliance

The Alliance is dedicated to supporting the mission of the Oral and Maxillofacial Surgery Foundation. The Alliance’s numerous activities at the AAOMS Annual Meeting each year provide a variety of networking opportunities for spouses, staff, and friends of oral and maxillofacial surgeons to get involved. AAOMS Annual Meeting activities sponsored by the Alliance include daily health walks, breakfasts, and the Alliance Annual Event luncheon, which raises support for the OMS Foundation. In addition, the Alliance sponsors annual Resident Spouse Scholarships to cover travel expenses to the AAOMS Annual Meeting for resident spouses.

Since 1993, the Alliance has raised more than $198,000 for the OMS Foundation:

• $25,000 five (5) year pledge to the Annual Fund.• $10,000 to the 2016 Research Support Grant.• $10,000 to the 2015 Research Support Grant.• $20,000 in honor of the Alliance’s 20th Anniversary to the 2014 Research Support Grant.• $72,500 in additional research awards/fellowships• $32,000 towards the purchase of computer software for the OMS Foundation• $11,500 for Resident Spouse Scholarships• $5,000 in celebration of the OMS Foundation’s 50th Anniversary

2016 Alliance Committee Ms. Christina Seldomridge, Chair Ms. Michelle Schneider, Vice Chair Ms. Angie Henderson Ms. Carmen Hupp Ms. Adaline Klemmedson

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DATE: July 21, 2017

TO: American Association of Oral and Maxillofacial Surgeons (AAOMS)

FROM: American Board of Oral and Maxillofacial Surgery (ABOMS)

SUBJECT: 2017 ABOMS Annual Report

Richard G. Burton, President Mark D. Zajkowski, Vice President Alan S. Herford, Secretary-Treasurer Colin S. Bell, Immediate Past President David A. Bitonti, Director Larry L. Cunningham, Director Vincent Perciaccante, Director BJ Costello, Director Lance O. Hoxie, Executive Vice President

ORGANIZATION: In 1946 the American Board of Oral Surgery was incorporated under the laws of the State of Illinois. During the following year, the American Board of Oral Surgery was approved by the Council on Dental Education of the American Dental Association and was authorized to proceed with the certification of specialists in oral surgery.

The American Board of Oral Surgery was renamed the American Board of Oral and Maxillofacial Surgery (ABOMS) in 1978 to reflect the scope of the specialty. The name modification was incorporated under the laws of the State of Illinois.

The operation of the American Board of Oral and Maxillofacial Surgery is entrusted to an eight-member Board of Directors. The Directors are Diplomates of the American Board of Oral and Maxillofacial Surgery and fellows of the American Association of Oral and Maxillofacial Surgeons. One new Director is elected each year by the House of Delegates of the American Association of Oral and Maxillofacial Surgeons to an eight-year term following nomination by his/her peers serving on the Board’s Examination Committee. The Examination Committee, composed of Diplomates of the American Board of Oral and Maxillofacial Surgery, is appointed by the Board of Directors to counsel and assist the Board with the certification examination processes. The Board of Directors and its Examination Committee serve without salary.

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MISSION: The mission of the American Board of Oral and Maxillofacial Surgery is to assure the public of safe and optimal care through the development and maintenance of high standards of certification and re-certification of Diplomates in the specialty.

Objective

The objective of the ABOMS is to elevate the standards of oral and maxillofacial surgery through a certification and maintenance of certification process that fosters excellence and encourages learning, thus promoting the delivery of superior health care.

To meet this objective, the ABOMS will:

- Evaluate specialists who apply for initial certification (and certificates of additionalqualification) and assure that they have the requisite training, education and experience;

- Administer a certification process that assesses the knowledge, experience, and skillsrequisite to the provision of high quality patient care in oral and maxillofacial surgery; and

- Administer maintenance of certification process that assures Diplomates are committed tolifelong learning, keep current in knowledge and skills, and practice in a safe andcontemporary manner.

EXAMINATIONS: The ABOMS develops and administers a number of examinations throughout the year. Below is data related to the most recent examinations the Board administered.

2016 Recertification Examination

The 2016 Recertification Examination (RE) was administered at NCS Pearson VUE testing centers from September 10 - September 17, 2017. A total of 251 Diplomates took the RE. There were 244 Diplomates who passed the examination making the overall pass rate 97%.

Time Taken Total Taking Examination

Total Passing Examination

Pass Rate

First Time Candidates

245 239 98%

Repeat Candidates 6 5 83% Total/Overall 251 244 97%

2016 CAQ in Head and Neck Oncologic and Reconstructive Surgery

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The 2016 CAQ in Head and Neck Oncologic and Reconstructive Surgery was administered at on Monday, September 19, 2016 at the Four Seasons Las Vega. A total of 17 Diplomates took the examination. There were 16 Diplomates who passed the examination making the overall pass rate 94%.

Time Taken Total Taking Examination

Total Passing Examination

Pass Rate

First Time Candidates

17 16 94%

Repeat Candidates

0 0 0%

Total/Overall 17 16 94%

2017 Qualifying Examination

The 2017 Qualifying Examination (QE) was administered at NCS Pearson VUE testing centers from January 7-14, 2017. Of the 283 Candidates who took the examination, 235 passed resulting in a passing rate of 72%.

Time Taken Total Taking Examination

Total Passing Examination

Pass Rate

First Time Candidates

264 227 85%

Repeat Candidates 41 8 19% Total/Overall 305 235 77

2017 Oral Examination

The 2017 Oral Certifying Examination (OCE) was held January 30 - February 3, 2017 in Dallas, Texas. Of the 257 Candidates who took the examination, 179 passed resulting in a passing rate of 70%

Time Taken Total Taking Examination

Total Passing Examination

Pass Rate

First Time Candidates

201 152 76%

Repeat Candidates 56 27 48% Total/Overall 257 179 70%

CERTIFICATION MAINTENANCE (CM) PROCESS: Board certification is the process by which a Candidate voluntarily seeks verification by an organization of peers that he/she has

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attained competency in a recognized specialty through education, training and clinical experience. Board certification represents a practitioner’s commitment and expertise in consistently achieving superior clinical outcomes and is regarded by patients, healthcare providers, hospitals, insurers and standard-setting organizations as the best measure of a practitioner’s knowledge, experience and skills to provide quality healthcare. Governance of the Board certification process requires careful attention to the needs of the specialty and the public and must reflect changes in both. Ever since the first examination was conducted by the American Board of Oral Surgery in 1946, the certification process has been continuously refined to reflect improvements in testing, changes in the practice and scope of the specialty, and evolving social standards. The original certification examination was conducted exclusively as an oral examination with non-standardized questions. Greater uniformity in testing was achieved with the introduction of a written component nine years later in 1956. As a result of rapid changes in technology and further expansion of the specialty’s scope, the practice of certification in perpetuity was replaced in 1990 with the issuance of time-limited certificates and a re-certification examination that allowed Candidates to select areas for testing more representative of their actual scope of practice. The latest change in the continuously evolving practice of defining Board certification is the adoption of a Certification Maintenance (CM) process. CM has been designed to address one of the principal deficiencies of certificationby examination (or re-examination), namely the measurement of the multiple attributes of acompetent surgeon with a limited examination administered at a single point in time. CM wasadopted by the Board in 2005 and exchanges a system of periodic re-certification to one ofcontinuous and ongoing professional evaluation. CM is a continuous process of learning, self-assessment and testing that proceeds over a 10-year period, during which Diplomates must fulfillspecified requirements in certain years of the cycle.

What is Certification Maintenance (CM)? CM is a comprehensive process undertaken by Diplomates over a 10-year period following initial certification. It is designed to affirm a surgeon’s continued competency after certification and contains four areas of assessment: Evidence of Professional Standing, Evidence of a Commitment to Lifelong Learning and Self-Assessment, Evidence of Cognitive Expertise and Evaluation of Practice Performance. Fulfillment of the requirements of CM will promote a Diplomate’s participation in lifelong learning, allow the assessment of their expertise in clinical practice in designated areas, and quantify their ability to apply both their knowledge and experience in the current setting of oral and maxillofacial surgery practice. CM also verifies that a Candidate is licensed to practice the specialty within a stipulated jurisdiction. Successful fulfillment of the CM requirement allows a Diplomate to maintain one's status as Board certified.

Why did the ABOMS engage in CM? The CM process reflects a response to the growing need for public accountability and the institution of measurable standards by an increasing number of quality of care organizations. Given the current health care environment, it has become critical that Diplomates demonstrate their competency and commitment to both a changing health care environment as well as to new developments in our specialty. An undocumented commitment to quality health care or a single re-certification examination taken once every 10 years is no longer acceptable. The ABOMS CM process was established following close review of the activities of other groups involved in setting practice standards, including the American Board of Medical Specialties, the Joint Commission on the Accreditation of Hospital Organizations, and the National Committee for Quality Assurance.

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How does the CM process work? Following initial ABOMS Certification, a Diplomate begins a 10-year CM cycle. During this period, Diplomates fulfill requirements in the four key componentsor competency areas, and pass a Recertification Examination in the last three years of the cycle inorder to remain certified.

ABOMS Core Areas of Competency and General Criteria for the CM Process: During the ABOMS CM process, certified oral and maxillofacial surgeons complete four core competencies at different times during a 10-year cycle. The measures required for fulfilling each of the competencies are described below:

Evidence of Professional Standing: 1. Possession of a current unrestricted medical or dental license, i.e. a license that has no

limitations on the practice of oral and maxillofacial surgery in that jurisdiction.

2. Documentation that the Diplomate has maintained continuous hospital privileges thatpermits the OMS to perform core procedures in oral and maxillofacial surgery. Privilegesat an ambulatory surgery center are acceptable if it is associated with a hospital where theDiplomate maintains surgical privileges.

Evidence of Commitment to Lifelong Learning and Self-Assessment: 1. 90 hours ADA CERP continuing education credits. For those involved in the CME

process, 30 of the 90 hours may be Category 2 as recognized by the AMA ACCME. AllCE hours must be earned within the 3 years prior to applying for the RecertificationExamination.

2. Successful completion of the web-based ABOMS self-assessment tool, COMSSAT(Certification in Oral and Maxillofacial Surgery Self-assessment Tool) prior to taking theRecertification Examination. Diplomates will receive the correct answers while taking theCOMSSAT, along with the questions, answers and item references after completion toassist in the production of a study guide. Since the COMSSAT is a self-assessment tool,there is no pass/fail point, nor is the score recorded by the ABOMS office.Evidence of Cognitive Expertise:Evaluation of Cognitive Expertise is achieved by completion of a secure examination thatcovers both the fundamentals of the specialty as well as practices representing the currentstandard of care of the specialty. The tool that has been adopted to fulfill this requirementis the ABOMS Recertification Examination. Successful completion of this examination isrequired to complete the CM process.

Evaluation of Practice Performance: Practice performance is assessed through an evaluation of a specific clinical area. Currently, the Office Anesthesia Evaluation has been selected as a satisfactory measurement of Practice Performance. However, it is not the only measurement permitted and Diplomates who wish to select alternative forms of evaluation should contact the ABOMS office for advice. At the time of application, the Diplomate must have successfully completed an Office Anesthesia Evaluation program within the timeframe set by the AAOMS or jurisdictional licensing body. For additional

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clarification or information, please contact the Administrative Office by e-mail at www.aboms.org or by telephone at (312) 642-0070.

Oral and Maxillofacial Surgery In-Service Training Examination (OMSITE): The 2017 ABOMS OMSITE was delivered in Pearson Vue Testing Center from March 28 through April 1, 2017. There were:

• 998 residents who participated

• 101 US programs represented

• 5 Canadian programs represented

FUTURE EXAMINATION DATES

2016 ANNUAL MEETING: The ABOMS Board of Directors met in Las Vegas, Nevada, in conjunction with the AAOMS Annual Meeting to conduct the business of the Board.

The ABOMS Annual Open Forum was conducted in conjunction with ROAAOMS on Thursday September 22nd. The Directors presented information regarding the business of the Board and encouraged discussion on items related to the operations of ABOMS. Particular emphasis was given to the various examination processes.

FINANCIAL REPORT: The annual audit of the 2016 fiscal year was conducted in March 2017 by the accounting firm of Bansley and Kiener. The Board has reviewed and approved that report and is pleased to note stability of the Board’s financial health as documented in the report.

NOMINATIONS FOR NEW DIRECTOR: The following Diplomates were nominated for ABOMS Director during the 2017 Oral Certifying Examination:

Pushkar Mehra, DMD David B. Powers, DMD, MD

Faisal A. Quereshy, DDS, MD

In accordance with joint ABOMS/AAOMS policy, information about the nominees was sent to AAOMS for inclusion in a delegate mailing. The ABOMS Director will be elected by the AAOMS House of Delegates during its first session, which will be held on Monday, October 9, 2017.

Examination 2017-2018 Recertification Examination September 23-30, 2017 Qualifying Examination January 6-13, 2018 Oral Certifying Examination January 29- February 2, 2018 OMSITE March 17 – April 3, 2018 CAQ Fall 2018

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2016-2017 EXAMINATION COMMITTEE: The ABOMS certification process is multi-faceted and relies heavily on the expertise of oral and maxillofacial surgeons who volunteer to be Examiners. These Examiners give tirelessly to ensure the validity, reliability and objectivity of the ABOMS certification process. The Board of Directors is grateful to the following individuals who served as Co-Chairs for the 2016-2017 Oral Certifying Examination:

Surgery I David Powers and Pushkar Mehra Surgery II Douglas Johnson and Guillermo Chacon Surgery III Deepak Kademani and Brent Ward Surgery IV Paul Schwartz and Karen Keith

The Board also wishes to recognize those Examination Committee members who have completed three and six years of service. These individuals will be recognized at the ABOMS 2017 Annual Banquet.

Six years of service Robert Bosack Doug Johnson Milan Jugan

Martin Steed Barry Steinberg Fred Stephens

Tom Teenier

9 years of service Katherine Keeley JD Kisella Greg Ness

2017-2018 EXAMINATION COMMITTEE: Examination development is a continuous process. Co-Chairs for each Surgery Section work with the Examiners to develop cases/scenarios, prepare questions, and provide leadership for the Oral Certifying Examination (OCE). The ABOMS is pleased to announce the appointment of Co-Chairs and Examiners for the 2018 Oral Certifying Examination.

Surgery I Pushkar Mehra and Matt Jacks Surgery II Guillermo Chacon and Brian Farrell Surgery III Brent Ward and John Caccamese Surgery IV Karen Keith and Christopher Viozzi

The Examiners appointed to the 2017-2018 Examination Committee follow:

John Allen Tamer Goksel Edward Miller John Alonge Earl Hasegawa Robert Nustad Jonathan Bailey Robert Hinkle Alexis Olsson Michael Beckley David Hunter Milan Pastuovic Edmond Bedrossian Thomas Jacks Rawle Philbert

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Richard Berger Douglas Johnson Julia Plevnia Gary Bouloux Gary Jones Lee Pollan Sidney Bourgeois Deepak Kademani David Powers Matthew Brandt Karen Keith Ramon Ruiz Kamal Busaidy Kevin Kempers Christopher Saal John Caccamese Kelly Kennedy Nathan Schroeder William Cain Greg Kewitt Paul Schwartz Ronald Caloss Dongsoo Kim Paul Smith H Casmedes King Kim Julie Smith Guillermo Chacon JD Kisella Roger Spampata Joseph Cillo Antonia Kolokythas Martin Steed Paul Ciuci Deepak Krishnan Larry Stigall Robert Clark Edward Lahey Richard Szumita David Cummings Jesse Lee Daniel Taub Eugene D'Amico Janice Lee Thomas Teenier David Dattilo Killian MacCarthy Jayson Terres Valmont Desa Thomas MacKenzie Paul Tiwana Jasjit Dillon Stephen MacLeod Christopher Viozzi Jeffrey Elo Amir Marashi Brent Ward Brian Farrell Glenn Maron Michael Zak Pedro Franco Suzanne McCormick Monte Zysset Daniel Gesek Pushkar Mehra

BECOME PART OF THE ABOMS EXAMINATION COMMITTEE: Every Spring the ABOMS Directors select qualified Diplomates to become members of the Examination Committee. Under certain circumstances, the ABOMS Board of Directors will solicit Examination Committee members at other times of the year.

The ABOMS Examiners are expected to perform a number of specific duties:

Submit items for the Qualifying Examination (QE), the Recertification Examination (RE), the Oral and Maxillofacial Surgery In-service Training Examination (OMSITE), and the Certification in Oral and Maxillofacial Surgery Self-Assessment Tool (COMSSAT).

Submit cases for and examine Candidates participating in the Oral Certifying Examination (OCE).

The ABOMS Board of Directors encourages its Diplomates to consider joining your peers on the Examination Committee. Go to the About Us- Examination Committee section at www.aboms.org and learn more about the application process for the ABOMS Examination Committee.

2017-2018 REGIONAL ADVISORS: The Board of Directors of ABOMS makes annual appointments of Diplomates to the Examination Committee. These appointments are based on the

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needs of the Board. An effort is made by the Board to appoint Diplomates from private practice, academic institutions, and the Federal Services with consideration given to regional representation when appropriate.

In order to gather information about Diplomates who have applied to become Examiners the Board relies on Regional Advisors from each of the six ABOMS regions. The Regional Advisors must be active Diplomates of ABOMS and have served at least three years on the Examination Committee within the previous 10 years. Input from the Regional Advisors is a critical component of the Examiner appointment process.

Regional Advisors:

Region I (Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont)

Dr. David Todd 120 Southwestern Drive Lakewood, NY 14750 drtodd@stny.rr.com

Region II (Delaware, District of Columbia, Maryland, New Jersey, Pennsylvania, Military Services)

Dr. Paul Smith 500 Heritage Dr. Pottstown, PA 19464 jpsmith01@comcast.net

Region III (Alabama, Georgia, Florida, Kentucky, Louisiana, Mississippi, North Carolina, Puerto Rico, South Carolina, Tennessee, Virginia, West Virginia)

Dr. Robert Strauss 521 N. 11th street Suite 311 Richmond, VA 23233 rastrauss@vcu.edu

Region IV (Illinois, Indiana, Michigan, Ohio, Wisconsin, Public Health Service, Veterans Administration)

Dr. Greg Ness OSU College of Dentistry 305 W 12th Avenue Columbus, OH 43210 Ness8@osu.edu

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Region V (Arkansas, Colorado, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Wyoming)

Dr. David Grogan 67 Sugar Creek Place Waco, TX 76712 dgrogran@bcd.tamhsc.edu

Region VI (Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, Utah, Washington)

Dr. Charles Weber 3425 Ensign Road N.E. Suite 310 Olympia, WA 98506 jawdoctor@aol.com

Respectfully submitted,

Lance O. Hoxie Executive Vice President

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AAOMS Services, Inc. (ASI) Board of Directors Dr. Douglas W. Fain, President Dr. Brett L. Ferguson, Vice President Dr. A. Thomas Indresano, Secretary Dr. J. David Johnson, Jr., Treasurer Dr. Louis K. Rafetto, Director Dr. Victor L. Nannini, Director Dr. Paul L. Schwartz, Director Dr. Robert S. Clark, Director Dr. J. David Morrison, Jr., Director Dr. B.D. Tiner, Director Dr. Mark A. Egbert, Director Scott C. Farrell, Director (ex-officio)

ASI Mission Statement: The mission of AAOMS Services, Inc. is to present members of the American Association of Oral and Maxillofacial Surgeons with high quality services and products at competitive prices, which increase the value of AAOMS membership and provide a source of non-dues income that will help fund AAOMS programs.

ASI financial results, which also include ASI program royalties paid directly to AAOMS for use of the AAOMS trademark, were as follows:

2016 2015 % Growth

Revenues (includes AAOMS royalties) $1,061,328 $1,018,424 +4.2%

Expenses $297,677 $277,944 +7.1%

Pre-Tax Results $763,651 $740,480 +3.1%

Income Taxes $83,511 $86,331

Net Income $680,140 $654,149 +4.0%

The expense totals reflected above include $100,000 in corporate support to AAOMS in 2016 and $80,000 in 2015. Sponsorship support in 2016 provided funding for the Annual Meeting Internet/CE Center, the President’s Event, the Allied Staff Reception, AAOMS Connect, Practice Management Courses, ROAAOMS and the reception at the Dental Implant Conference. Once again at the 2017 Annual Meeting in San Francisco, the ASI partner aisle in the exhibition hall will feature representatives from many of the programs.

AAOMS member purchases in 2016 through the Southern Anesthesia & Surgical (SAS) program of $53 million grew 6% over the comparable totals in 2015. In 2017, 1,532 AAOMS member practices received rebates totaling over $1.4 million based on actual purchases for calendar year 2016. Early in 2017, Henry Schein purchased SAS and merged Southern’s operations with Ace Surgical, another Schein company; this merger is expected to have a positive impact on the AAOMS/ASI program. The relationship between AAOMS/ASI was an important factor in the merger, and the ASI approved program with SAS will be enhanced with additional offerings. AAOMS members are encouraged to

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visit the SAS exhibit booth in the ASI partner aisle at the 2017 Annual Meeting. SAS is the sole corporate supporter of the Anesthesia Update course offered prior to the 2017 Annual Meeting.

In 2016, patients financed $57.6 million through CareCredit’s Patient Financing Program for AAOMS members. CareCredit will be exhibiting once again at the 2017 Annual Meeting in San Francisco and is sponsoring the Practice Management Courses.

For in-office dispensing, ASI has partnered with PD-Rx Pharmaceuticals, a firm that offers a specially priced formulary for AAOMS members. Their no cost, easy to use web-based software simplifies the dispensing experience and provides the required reporting for many state compliance programs. PD-Rx will be exhibiting once again in the ASI partner aisle in San Francisco.

The National Electronic Attachment (MEA/NEA) program saw their utilization increase by nearly 10% in 2016. Their software is used for electronic transmission of x-rays, operative reports, intraoral photos, EOB’s, and other information in support of electronic claims. NEA will once again be exhibiting in the ASI partner aisle at the AAOMS Annual Meeting in 2017.

Nuell, Inc. offers AAOMS members a discount for repair of their surgical instruments and related accessories. Members are encouraged to visit the Nuell booth in the ASI partner aisle in San Francisco.

OfficeDepot/OfficeMax offers corporate discount pricing to AAOMS members on office supplies and printing services.

Optum360 annually produces an OMS Coding Guide developed with guidance from the AAOMS Practice Management Department. Other coding products from Optum360 are also available to AAOMS members at special pricing.

PCIHIPAA provides AAOMS members with a complimentary risk assessment as required by the HIPAA security rule, and the company recently introduced a new comprehensive HIPAA and PCI compliance program in 2016 called Office Safe™. Members are encouraged to visit their booth at the 2017 AAOMS Annual Meeting to learn more. They also provide corporate support to AAOMS.

Scientific Metals refines members’ old crowns and bridges at a high dollar return. Members are encouraged to visit their booth at the 2017 Annual Meeting. Scientific Metals also provides corporate support to AAOMS.

StemSave provides AAOMS members with the ability to provide stem cell banking services to their patients. Members receive payment for their assistance with each successful tooth collection. StemSave will once again be exhibiting at the 2017 Annual Meeting in the ASI partner aisle.

Transworld Systems, Inc. is a collection agency providing fixed-fee Accounts Receivable management solutions for AAOMS members. Their program grew 25% in 2016 over the previous year.

Bank of America Merchant Services offers credit card processing with special rates for AAOMS members. They will be exhibiting at the 2017 Annual Meeting next to their sister company, Bank of America Practice Solutions that offers customized practice financing to dental practices. Bank of America Practice Solutions is a new ASI program that was added during the last quarter of 2016. Members are encouraged to visit both booths to learn more about their financial services.

In addition to Bank of America Practice Solutions, there were three more new ASI programs added in 2016. MedXCom is the first hybrid medical answering service that combines a cloud-based automated answering service with a live operator option. Designed with input from oral surgeons, it

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revolutionizes how AAOMS members take after-hours calls. SoFi provides student loan refinancing options for AAOMS members. They offer great rates, a simplified application process, unemployment protection, and career support. Practice Quotient is a national managed dental care contract negotiation firm. They help increase practice revenue by negotiating fair market discounts with third party payors. Practice Quotient will once again be exhibiting at the 2017 Annual Meeting in the ASI partner aisle.

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