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The Big Story: Charity Cases




It’s the season
of giving thanks

and giving back.

ut for many ECPs, charitable
works are a way of life year-round.
And “doing well by doing good” is
smart for so many reasons:

You make a difference. This is the
most obvious reason people volunteer
their time or money: They know they’re
having an impact, whether it’s in their
own community or around the world.

People expect it — and young adults
are demanding it. As Christie Garton wrote
on, millennials “demand
a ‘participation economy’ that allows them
to contribute, co-create and shape the giving
behaviors of brands they love.”

It helps you attract and keep quality
people. Employees appreciate it when their
bosses take action to build a better world. You
can volunteer as a team at a local event, choose
a charity to support with donations or give staff
paid time off to pitch in for the cause of their choice.

A recent survey done for Transitions Optical
showed that more than 80 percent of all adults
believe eyecare professionals should be involved
in their communities. So from the INVISION files,
here are some case studies of how ECPs, vision care
companies and allied organizations are working for
a better world.





One of the largest global vision care charities,
Optometry Giving Sight is the force behind World
Sight Day Challenge held each fall, as well as a major
funder of year-round efforts to train local people
worldwide to deliver eyecare.


THE NEED: Worldwide, more
than 600 million people are blind
or have poor vision because they
lack access to eye exams and glasses.
There simply aren’t enough
ECPs to go around. In India, for
example, the Brien Holden Vision
Institute estimates that 115,000 optometrists
are needed to serve the
population of 1.25 billion people,
but there are just 9,000.

THE ACTION: Optometry Giving
Sight raises funds to train local
people worldwide to deliver eyecare
services at community vision
centers. It works with a multitude
of international partners and major
vision care companies — and each
year, ECPs across America get
involved in the World Sight Day
Challenge in lots of fun ways. For
example, Vision Clinic in Springfield,
MO, has organized a 5K race
to benefit the cause each year since
2012. This year, about 150 runners
took part and raised $4,000. (The
clinic kicked in another grand to
make it an even $5K for the 5K.)
Vision Clinic is a member of Vision
Source, which is raising a million
dollars to help build an optometry
school in Haiti, a country where
there are currently just three eye
doctors to serve 10 million people.

The I Care & Share program
offers ECPs a way to get involved
year-round. Because a little money
goes a long way when it comes to

getting eyewear in developing
countries, about $5 or even less can
provide a pair of glasses. Dr. Lee
Dodge of VisualEyes Optometry
in Sherman Oaks, CA, recently
adopted the cause. “Patients love
the fact that we donate a pair of
glasses every time they purchase
a pair of glasses from us,” he says.

THE RESULTS: Optometry
Giving Sight CEO Clive Martin estimates
that all told, “close to 1,000
optometric practices, companies
and schools” took part in the World
Sight Day Challenge this fall and
about 50 are now supporting I
Care & Share. Optometry Giving
Sight has established more than
70 sustainable eyecare projects in
38 nations since 2007. More than 4
million people have received basic
eyecare services; over 2,600 people
have been trained; and 100 vision
centers are up and running.




In mid-December,
people from all across
San Francisco, CA, will
line up to visit Project
Homeless Connect for
its biggest annual event.
Whether in the legendary
Bill Graham Auditorium
or under temporary
tents elsewhere in the
city, PHC offers guests a
chance to get one-stop
help with an array of
basic human services,
including vision care.

THE NEED: PHC was launched
in 2004 by then-San Francisco
Mayor Gavin Newsom. Optician
Karen Flynn heard about it and volunteered,
but “I didn’t leave with
warm fuzzy feelings about helping
people,” she recalls, remembering
long lines and many people turned
away. “I was mad.” She met highmyope
people who’d gone a year or
more without glasses, and others
who were “wearing the closest Rx
available from the bin of eyeglasses
at Goodwill.” In many cases, the
need was even more urgent, since
many people had serious underlying
health conditions that a screening
could reveal. “This was a major
public health crisis that could be
solved with a relatively low amount
of money,” Flynn says.

THE ACTION: Flynn started
working the phones to get donations
from vision care companies.
“The first people to step up were
SALT, Oliver Peoples, DBL Lab and
VSP,” she says. As word spread,
frame sales reps started planning
their trips to volunteer at PHC
events; ECPs traveled from afar to
help; whole offices closed for a day
to lend a hand; and the donations
kept flowing.

Flynn eventually turned over
the volunteer coordination duties
to fellow vision industry veteran
Robert Bell (who writes about
his PHC experiences on page 56)
so she could focus on opening
her new shop, The Optician in
Berkeley, CA. Returning to action
this fall, she was delighted to see
how things have grown. “Man,
to see four auto-refractors and
eight lanes at the last event was so
great,” she says. “Another beautiful
thing is seeing the collaboration.
Practices that could be rivals are
all working toward a common goal
and having fun.”

THE RESULTS: In addition to
the big events, PHC holds “Every
Day Connect” clinics at its office
and elsewhere. Over the next 12
months, Bell says, PHC expects to
make up to 2,500 pairs of glasses,
perform about that many eye exams
and dispense more than 5,000
pairs of OTC readers.

“The goal, which has always
been Karen Flynn’s dream, is to
be able to provide vision care to
anyone in need and to everyone
who asks for it,” Bell says. That
goal is in sight for 2016, he adds.
“As a byproduct, we’re trying to
provide a national model of what
a vision charity can be.”



Being a big, vertically integrated vision care
company has its advantages, including the ability
to mobilize eyecare for people who lack it due to
income, distance or disaster. For 60 years, VSP
Global has leveraged its companies — including
VSP Optics and Marchon Eyewear — plus its
vast network of ECPs to bring vision services into
underserved communities across the United
States and around the world.

THE NEED: Communities can
lose adequate eyecare resources
for a variety of reasons. Ten years
ago, after Hurricanes Katrina and
Rita struck the Gulf Coast with
a one-two punch, VSP Global
pitched in to provide eyecare and
replace glasses for residents and
first responders affected by the
storms and to re-equip doctors
whose practices had been damaged
or destroyed. VSP Mobile Eyes
evolved from that experience —
and for the 2015 World Sight Day
Challenge, the mobile eye clinic
was back in New Orleans’ Lower
Ninth Ward to provide no-cost
eye exams and glasses to nearly
200 people in need.

THE ACTION: Also this fall,
VSP Global marked its 60th anniversary
with several special events
including the largest multi-city
mobile clinic in the company’s
history, with 1,637 people receiving
care in California, New York and
Ohio over a five-day period. And
in what’s become an annual outreach
event now in its sixth year,
NBA star Tyreke Evans returned
to his hometown of Chester, PA,
to sponsor a no-cost eyecare clinic
for children and adults, plus a free
basketball camp for 132 kids in
elementary through high school.
After learning some sweet moves
from the New Orleans Pelicans
star, students took home backpacks
filled with school supplies,
apparel and athletic gear donated
by VSP.

THE RESULTS: Through Eyes
of Hope programs, including VSP
Mobile Eyes and partnering organizations
that include Optometry
Giving Sight, VSP Global businesses
have donated more than
$173 million in free eyecare and
eyewear. “By the end of 2015, VSP
will be very close to hitting the 1
million mark for helping those in
need,” notes VSP Global spokeswoman
Maryam Brown.



INFO: and

Wes Stoody was shocked when he learned that one
dollar’s worth of Vitamin A could help save the life
— and maybe the sight — of a child in the developing
world. He had no optical background, but he
decided to launch an eyewear line and partner with
independent ECPs to do something about the issue.

THE NEED: While in college,
Stoody learned about the work
of Dr. Al Sommer, who discovered
how just two low-cost doses of Vitamin
A supplements each year can
save a child’s sight. Recalling this
in an interview with iamselfless.
com (see it at,
Stoody says, “I couldn’t believe
that most Americans had no idea
that Vitamin A deficiency even
exists; that about a million kids a
year die or go blind from Vitamin
A deficiency; and that Vitamin
A supplementation is the most
cost-effective solution to any of the
world’s health problems.”

THE ACTION: Stoody hired a
freelance eyewear designer and
started emailing with the president
of Helen Keller International, a
100-year-old organization that
combats blindness worldwide.
By the end of his senior year, he’d
begun the manufacturing process
for Aframes, naming models for
countries where HKI does its work.
The frames were soon discovered
by independent eyecare pros. “Patients love the story behind the
eyewear line and the shapes are
trendy with classic colors,” says
Dr. Courtney Dryer of 4 Eyes Optometry
in Charlotte, NC.

THE RESULTS: So far, Article
One has helped bring a year’s worth
of Vitamin A to 7,000 children in
such countries as Bangladesh,
Cameroon and Senegal, with $2
from each pair sold benefitting the
cause. Article One’s website also
encourages direct donations to
Helen Keller International.

As for the company’s new
name, it comes from Article One
of the United Nation’s Universal
Declaration of Human Rights:
“All human beings are born free
and equal in dignity and rights.
They are endowed with reason
and conscience and should act
towards one another in a spirit of

Stoody says he and business
partner Cole Sanseverino have improved
design and manufacturing
over the past few years to make an
ever-better product that’s now carried
by about 65 optical shops — so
the time was right for a new brand
before the company gets much
bigger. “First and foremost, we
want to be a great eyewear brand,”
Stoody says.


SUBJECT: Hicks Brunson
Eyewear, Tulsa, OK

The Brunson family has outfitted
people in Tulsa, OK,
with glasses for nearly a century.
And for nearly that long,
the family has had deep community
service ties. Daniel
Brunson, the great-grandson
of business founder Hicks
Brunson, currently makes
eyeglasses each month for
at-risk teens through Youth
Services of Tulsa. “I remember
one girl who couldn’t see
past a foot in front of her,
and she hadn’t had glasses in
years,” Brunson told his local
newspaper. “Giving glasses
to someone in that situation,
it changes their world and
enables them to get around
better and to hold a job.”
Brunson also likes to partner
with brands that are a force
for good. For example, he admires
Sama Eyewear’s Sheila
Vance’s efforts to help drugaddicted
youth as a tribute to
her son, who died of a heroin


SUBJECT: Look + See Eye Care,
Minneapolis, MN

Dr. Sarah Jerome of Look + See Eye Care in
Minneapolis, MN, has traveled with Volunteer
Optometric Services to Humanity (vosh.
org) to Mexico (2009), Latvia (2011) and Fiji
(twice, 2013 and 2015). On this year’s sojourn,
she says, “We traveled from tiny island
to tiny island and set up a medical clinic in
a school or a home, and we had to load bins
with equipment, medication and glasses into
a boat so we could set up a clinic for a day.”
Among the people Jerome met and served
(above): a woman who needed cataract surgery
and her daughter, who got glasses so she
could read and sew.

Back home, Jerome and her team volunteer
for many causes in the Twin Cities.
They do free vision screenings for area
schoolchildren; take part in charity fun runs;
and even raised money to train Toby, a guide
dog for the blind. For Jerome, such activities
are a chance for her to give something
back. “When I was growing up, my siblings
and I were raised by a single mother and
there were times when we relied on the help
of strangers to get by,” she recalls. “I have
always been grateful for that.” Jerome says
she feels fortunate to have had good education
and abundant opportunities that have
put her in a position where she can do good
for others, “whether it’s here in my community
or somewhere far away. I know not
everyone can leave their office to volunteer
in another country, so I do it because I can.
It’s incredibly rewarding both personally and


What’s your favorite cause? Whether it’s faith-based
activism, environmental sustainability,
helping animals or children’s charities, you can
find an industry partner that’s doing good work
in that area.

  1. 141 EYEWEAR
    As its name says, 141 matches
    each purchase “one for one” with
    a gift of Rx eyewear to someone in
    need. (See photo at right.) Owner
    Shu-Chu Yamaguchi says that’ll be
    about 7,500 pairs in 2015. Rosemary
    Anderson High School in the company’s
    Portland, OR, backyard is
    one beneficiary. Each year, Myoptic
    Optometry gives free eye exams to
    the students of this alternative high
    school, and kids get to pick out a
    pair of 141 glasses. Ossip Optometry
    and Ophthalmology in Indiana also
    offers 141 frames at its annual Day of
    Giving to people without access to
    affordable eyecare and eyewear.


    This Long Island, NY, company
    is involved in local projects
    galore including Big Brothers Big
    Sisters, for which it held a recordbreaking
    clothing drive; a Stuff-the-
    Bus school supplies drive with the
    local United Way; food drives for
    the Long Island Cares Harry Chapin
    food bank; and projects to benefit
    the World Sight Day Challenge. The
    company offers eight paid volunteer
    hours each year, and its CVO Cares
    committee researches new ways to
    give back to meaningful causes.

    Founded by husband-and-wife
    team Jim and Amy Schneider,
    Eyes of Faith supports global missions
    projects through its Wear &
    Share program and offers Hope
    showcases for ECPs to browse and
    select frames at their convenience.

    Every holiday season, L’AMY
    offers a one-for-one program
    for its brands. Opticians sign up to
    keep track of pairs sold, and L’AMY
    donates frames to charities such
    as Lions Club International, New
    Eyes for the Needy, Volunteer Optometric
    Services to Humanity and
    Eyewear for Kids. Since starting this
    program six years ago, L’AMY has
    donated more than 10,000 frames.

    On World Sight Day 2015, social
    media feeds filled with photos
    of celebrities (including Georgia
    May Jagger, above, and Randy Jackson)
    sporting “hand glasses” with
    the hash tag #HelpTheWorldSee.
    The campaign was from OneSight,
    Luxottica’s nonprofit arm, to call
    attention to new findings that 1.1 billion
    people worldwide lack access to
    glasses. (See more details at invmag.

  6. MODO
    Through its Eco brand, Modo
    Eyewear is restoring deforested
    lands and helping farmers learn
    sustainable practices. Eco’s “One
    Frame One Tree” project with Trees
    for the Future has now planted more
    than a million trees. Eco frames are
    made from either recycled or biobased
    materials, and packaging is
    made from recycled soda bottles.

    The optical industry generates
    a lot of materials that can be
    reused. Working with Innereactive
    Media, Marchon commissioned
    seven artists to create art from eyewear,
    lenses, frame parts, cases and
    printed materials that would otherwise
    wind up in landfills. The company
    hopes to expand Re-Visions of
    Art and collaborate with customers,
    charities and schools to work with
    established artists in communities
    worldwide to make more art.

    A portion of proceeds from all
    Paws N Claws Eyewear sold
    benefits the American Society for
    the Prevention of Cruelty to Animals.
    The company recently made
    its largest donation yet: $11,000.

  9. TOMS
    First with shoes, later with eyewear,
    TOMS was a “buy one, give
    one” pioneer. Dr. Angie Patteson of
    Sunset Eye Care in Johnson City,
    TN, likes the story behind the line’s
    temples, which include portions to
    represent the patient; TOMS; and
    the person assisted with the purchase.
    “How cool is that?!” she asks.

    “Art education shapes and
    saves lives,” says Velvet Eyewear
    founder Cindy Hussey, so the
    company and its foundation work
    with organizations to recycle materials
    and raise funds so schools can
    continue to have strong arts programs
    even in times of tight budgets.





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Cover Stories

How to Improve Your Kids Business

6 experts explain how to win them over early.




Transforming the medical side of your practice is obviously not a step to be taken lightly, particularly if you’re looking at expanding your treatment of children. The challenges are many, but the rewards can be great, personally and financially. To help those of you thinking of boosting your optometric offerings for kids but wanting to know what that could entail, we assembled an impressive panel of experts in pediatric eyecare, and its related specialties, for a rundown of the main areas you should be looking at. If children are the future, and the future is now, what are you waiting for?


Dr. Dominick M. Maino, professor, Illinois College of Optometry/Illinois Eye Institute, associate, Lyons Family Eye Care, Chicago, Il; and Dr. Nathan Bonilla-Warford, OD, Bright Eyes Family Vision Care, Tampa, FL

College of Optometrists in Vision Development (; Optometric Extension Program Foundation (, Binocular Vision, Perception, & Pediatric Optometry (BVPPO) Section of the American Academy of Optometry; Optometric Extension Program (OEP) Foundation

Dr. Don Teig

Dr. Maino:Not necessarily needed but a residency in pediatrics/binocular vision would make you stand out from the crowd. A Fellowship in COVD would do the same thing.

Dr. Bonilla-Warford:Generally, yes, additional training is beneficial outside of typical optometry training. A one-year optometric residency in pediatric vision care is an excellent way to become specialized. Beyond that OEP offer courses that cover the clinical care of infants and children as well as the practice management of the specialty.

Dr. Maino: Yes, but most ODs have much of what they need already.

Dr. Bonilla-Warford: The retinoscope is standard equipment, but many optometrists are not comfortable with it. Practice! Also, the pediatric-sized trial for refraction and probing refractive error without a phoroptor. A digital randomized visual acuity chart with movies for fixation and pediatric option acuity symbols. The Lang stereo test is a simple tool for assessing stereopsis without polarized glasses. Prism bars and loose prisms for binocular testing. And toys, finger puppets for entertaining little ones. They make a little booster for exam chairs that are perfect for kids who are independent enough to not sit on a parent’s lap but are still small.

Matt Oerding

Dr. Maino: Not unless you are doing developmental vision/vision perception testing and in office VT.

Dr. Bonilla-Warford: Not necessary. It is common to have one exam room that does have a few extra items for kids, but it can be used for adults as well, so it doesn’t really require extra space.

Dr. Maino: Definitely. You need to get the word out about your expertise in this area. Use social media.

Dr. Bonilla-Warford: Very smart [if you do]. Add children’s specialty services with info and descriptions on your webpage so patients can find and learn about them. Informative displays about children’s vision are an inexpensive and easy way to raise awareness. Networking with referral services is very effective.

Dr. Maino: Yes. You often need to not only do a comprehensive examination but also a sensorimotor assessment and other testing as well. Frequent follow up appointments are often necessary.

Dr. Bonilla-Warford: For typical children’s primary care, the reimbursement is somewhat lower because they often do not need glasses or contacts. However, specialty services such as myopia control and vision therapy are significantly more because they are often higher-end self-pay services.

Dr. Dominick M. Maino

Dr. Maino: When I work with my optometry students, I always tell them that a smile is the best piece of equipment you could have. You must be genuine. You should keep up on the current research in this area and be ready to take that extra step. You are not just working with a pair of eyeballs, but also with the child and the whole family. It is fun, challenging and fiscally rewarding.

Dr. Bonilla-Warford: Working with children is so fun. It is very rewarding to see them grow and develop and to know that you are helping them reach their goals, whether it is in school, sports, or overcoming symptoms. However, it can be challenging. You have to be honest with them in a way that they can understand. Children will not hesitate to tell you “I don’t like you! I am never coming here again!” If staff sets the tone so the child can feel that you are on their side, you will be amazed how much clinical information you can get from them at very young ages. Knowing when to stop or change a particular test or activity is essential. Most importantly, have fun! And get good at retinoscopy.


Matt Oerding, co-founder/CEO, Treehouse Eyes, Bethesda, MD and Tysons, VA

“The International Myopia Institute provides evidence-based treatment guidelines for this specialty; American Academy of Orthokeratology and Myopia Control (

No. Any optometrist can technically perform pediatric myopia management. However, specific CE/education is required to become proficient at the various treatments proven effective. These are currently orthokeratology lenses, multifocal soft contact lenses and atropine.

Dr. Charlene Henderson

Yes. A practice must have a good topographer as a highly accurate map of the cornea is critical to success. Additionally, a device to measure axial length is highly recommended.

No. This can be done within an existing exam lane or space.

Yes. Currently pediatric myopia management is not covered by vision plans, so it is a private pay procedure. Due to lack of parental awareness of the risks of progressive myopia and the availability of treatments, marketing is critical to generate interest. At a minimum marketing to existing primary care patients via email, newsletter and in-office marketing is required. To gain new patients for pediatric myopia management, social media, PPC and PR are all proven techniques.

Yes. Because this is a private pay procedure and children are likely to be in treatment for several years, the revenue per patient is significantly higher than a typical optometry patient. Fees vary widely, but typical is $2,000-3,000 for the first year of treatment.

Dr. Pauline Buck

Pediatric myopia management can be an incredibly fulfilling specialty when done correctly, as you are helping a child see better today and reducing their long-term risk of serious eye diseases associated with progressive myopia. Offering these services can generate significant patient/family loyalty to the practice, as treatment typically lasts several years and successful patients are proven to be great referral sources to others in the community.”


Dr. Pauline Buck, Behavioral and Developmental Optometrists, Miami, FL

The College of Optometrists in Vision Development (COVD); Neuro-optometric Rehabilitative Association (NORA); Optometric Extension Program (OEP); College of Syntonic Optometry (CSO).

Post-graduate training is very much needed. A new graduate from optometry school has the basics to begin a vision therapy program. Yet a successful vision therapy doctor will stand on the shoulders of their predecessors by learning what has already been learned. COVD and OEP provide training. OEP has regional seminars. COVD has state study groups and their annual meeting. Mentors are provided to assist when there are questions.

Yes and no. Bernell is a great resource of vision therapy equipment. There are many computer-based programs as well. However, I know many experienced doctors who have used something as simple as a stick and a straw to illicit a change in their patient’s visual system. This ability comes back to the training. When you really understand the system, you can make changes using just about anything.

Dr. Nathan Bonilla-Warford

Again, yes and no. Yes — the functional vision evaluation is done in the exam room using the phoropter and equipment that is standard to the profession. No — I have an entire room, ‘the play room,’ dedicated to the testing of physical performance. How do the eyes affect a person’s ability to perform an everyday task? I also have another room for the testing of classroom skills, which contains a desk, slant board, and a lot of paperwork.

Yes. ‘If you build it, they will come’ doesn’t work. I have gone out in the community and lectured about vision therapy. I have spoken to therapists, doctors, teachers, parents and other professionals about the visual system and how it can affect performance. Those individuals eventually become referral sources. I am constantly practicing my elevator [pitch] of what I do.

Yes. Most optometrists will see a patient once a year for their annual or several times throughout the year for care of ocular disease. When a patient is doing vision therapy I see them for their annual, their progress evaluations every 10 weeks, and weekly for the therapy sessions.

Vision therapy is understanding the nuances of the development of the visual system, how it can change behavior, and how it can alter a person’s performance. It can benefit children and adults with brain injury, children with difficulties in the classroom, individuals with autism and down syndrome. When all other professionals have told a person that there is nothing else to do for their condition and they come to me for a glimmer of hope, I offer the potential for change. When their symptoms decrease and their performance improves, those are the moments of my greatest job satisfaction and I am thankful that I have a ‘tool box’ large enough to have made that possible.


Dr. Don Teig, founder/CEO, “The A Team” High Performance Vision Associates, Hollywood, FL; and Dr. Charlene Henderson, Blink Eyecare and Eyewear, Charlotte, NC

Dr. Teig: This niche or specialty has always been referred to as “sports vision” but more recently as ‘visual neuro-cognitive training’ given the attention to the impact concussions and chronic traumatic encephalopathy (CTE) has had on sports. I also often refer to it as ‘high performance vision.’ I am the founder and executive director of ‘The A Team’, High Performance Vision Associates (, there is also ISVA (International Sports Vision Association,

Dr. Henderson: High Performance Vision Associates and the AOA.

Dr. Teig: Yes. I provide a 16-hour course with certification ( I also travel to provide this training. ISVA is working in conjunction with me to develop a certification program.

Dr. Henderson: It is necessary to understand the sports you are working with and how vision plays a role in success. Sports vision training by people who have pioneered the concept is invaluable. We went to Don Teig’s Sports Vision training weekend, and Fred Edmunds Xtreme Sight sports Vision training weekend. They are both excellent. We also did several Sports Vision AOA courses and read all the books out there.

Dr. Teig: Yes. The A.M.P. System (Achieving Maximum Potential), an immersive virtual reality technology; Senaptec, a digital testing and training instrument; NeuroTracker, a multi-object awareness trainer; FitLight motion and light sensors; and Quick Board, an eye to foot training tool.

Dr. Henderson: Yes. When we built our new building, we added lots of exciting equipment like Vision Coach, Fit Light, Senaptec, and the Bassin anticipation timer among others. We still use traditional VT equipment like Marsden balls and flippers and balance boards. The athletes like the bells and whistles of the digital devices.

Dr. Teig: Yes. At the very least a room that is 10′ x 12′ is a must.

Dr. Henderson: Yes, for testing space. You need room to swing or jump or dribble a basketball, for example.

Dr. Teig: Yes, by all means! Internal marketing with videos, pamphlets, etc., in your office and external marketing through social media, TV, radio and print.

Dr. Henderson: Yes. Internally tell all your sports-minded patients. All our patients walk by our sports vision room. You should reach out to teams and clubs and let them know what you do.

Dr. Teig: Yes! A typical Sports Vision patient can generate revenues of up to $3,000 each if they complete an eye exam, a Sports Vision Workup, a Sports Vision Training program of 12 weeks minimum; specialty contact lenses or sports eyewear and goggles.

Dr. Henderson: Yes. Sports vision training is an additional service not covered by insurance. So, it is up to you to set the fees you think are fair for your time for the evaluation and then training sessions.

Dr. Teig: Having been a pioneer in this field for almost 40 years, I can confidently say that sports vision is both emotionally and financially rewarding beyond belief. However, it doesn’t happen overnight and requires continual hard work. That being said, if you love sports like I do, it’s well worth the ride.

Dr. Henderson: It can be really rewarding if you have a passion for sports and working with highly competitive people. The niche does require training, equipment, space and active marketing. So, it will not just fall in your lap. But it is a great way to help people achieve their goals and use our skills as vision experts.

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Cover Stories

New Owners Weigh In On the Hardest Part of Their Business — Starting It




They say that starting is the hardest part. If that is true, then these ECPs—whom we asked to share their businesses’ origin stories while they are basically still happening—should have it pretty easy from here on out, right?

Kidding aside, if you’re curious about what happens in that space between idea and execution, we’ve got the perspectives of four new business owners who implemented different models and priorities as they got off the ground. From business plans to securing financing, from what they’d do differently to advice for others looking to branch out on their own, read on for all the fascinating details.


Julia Laval and Anissa Laval
Cutting Edge Optics, Berkeley, CA
Opened: November 2018

We are a mother/daughter optician duo and opened Cutting Edge Optics in November 2018 located in the charming Elmwood community on one of Berkeley’s busiest streets, College Ave.

Julia also owns Montclair Optical in Oakland. Montclair Optical boasts a long history; it has been in business for 42 years and passed down through several generations of opticians in our family for the last 35. Montclair Village has its own lab and Julia has been the technician in charge of cutting all lenses for the last few years.

I have been an optician for the last nine years. I learned my skills from my mother; observing the techniques needed to succeed in the business. If not for having seen first-hand how to correctly understand lenses, prescriptions and frames, my climb into the business would have been much steeper. I’ve worked under enough doctors to understand how not to run a business, enough that I knew I was ready for this adventure.

We opened Cutting Edge Optics because of our passion for opticianry. We are bringing true optical knowledge, new techniques, and unique, fresh brands to Berkeley. As two opticians with genuine love for this profession, excellent service comes naturally to us. We take our time, offering personal attention to every customer, and supplying a broad yet original selection of glasses to guarantee the perfect fit, customized in every way: from color and lens shape, to the glasses-buying experience itself.  

The shop was previously owned by an optician who was ready to move on. The decor was entirely white. Our aesthetic is based on a New York studio loft. When we took over, we painted and put up a gorgeous plant wall as the focal point. It pulls in the green, sustainable and eco-friendly aspect of the neighborhood, fitting these values into our urban aesthetic. The large windows create an airy, inviting feeling. We play music from all over the world, including Africa and Central and South America. We even mix in a little French rap.

This store has an extensive business plan. After more than 30 years of success in Montclair, it was natural to apply those guidelines to Cutting Edge. We are very serious about the buying process and making sure we don’t overspend on frames. Optical businesses fail in one category: how big their eyes get when a rep walks in verses how much they have in their bank account. It should never be a race to rush patients in the door just to cover your costs month to month.

Julia knew from experience what was needed to financially support the business and get it off the ground, and Anissa knew how to deploy social media and advertising to generate a buzz before the doors even opened. Before Day 1 our Instagram had over 700 followers and we gave hour to hour updates and sneak peeks. Business has been busy from the first day.

We constantly push ourselves to keep our patients informed about what we’re doing next. Social media gives us a platform to align brands with specific people. Every brand introduction and major event is published online. Photographer Dione Green (@Dione.Green), who took our photos, is key. We also advertise a lot with the Elmwood community newsletters.

Business, especially starting cold, can be a waiting game. When you revamp an established business, you’re going to deal with customers who are accustomed to the old way, the old prices, and the old frame selection; these loyal customers can take a while to warm up to changes. One of the most important lessons we’ve learned is not swaying to please everyone.

Annisa (l) and Julia Laval have brought true optical knowledge, new techniques and unique, fresh brands to Berkeley, CA, with Cutting Edge.

In terms of advice, make a detailed guideline to how you want to financially run your business and stick to it. Our way is to make a frame board. Our frame board details how many frames can fit into a section and how much money we are willing to spend on that section. You may think more is better but picking the right frames for customers is smarter than having as many as possible. Listen to your gut, not the rep! For example, if I’m buying 60 pieces of Garrett Leight, I need to ask myself how much I’m spending and how far they will get me before I have to repurchase. Then I need to consider what happens if 35 percent of those frames don’t move. I cannot purchase Caroline Abram just for its beauty, I have to consider who is going to buy these frames and is it worth having the same frame in three colors.

Also, have a social media advisor. Social media is the new Yelp. Without a visual aid to generate intrigue for customers, you’re doing your business a disservice and damaging its ability to grow and make profit. Social media is a digital lasso for new customers.


What was the first major milestone you celebrated?
We wanted to open as dramatically as we could. Our doors and windows were covered then we did a large reveal online and on the Elmwood community site. We were met with overwhelming support.
Have you already had to break up with a patient/customer or vendor?
We have had to break up with many vendors and bring in new brands.
Has the business made you cry?
Of course! If a business doesn’t make you cry, you’re not working hard enough.
Would you have done anything differently?
What’s been your most empowering moment?
A customer who had been looking for frames for over three years left with six. She later came back with three friends who all purchased.
How long did it take until you felt like were gonna make it?
Instantly. Business grows if you control money flow. Everything else comes easy.
Do you ever feel like you’ve made a terrible mistake?
Never. You have to be confident in your ability to succeed.
What do you do to help overcome doubt?
We sit in the office every time we feel overwhelmed and say: “There’s no way we are going to fail.”



Erika E. Mabus, OD 
Muncy and Laporte, PA
Opened: September 2018

I established my corporation on July 26, 2018 and officially signed closing documents on Sept. 6, 2018. I purchased it from an optometrist who had been practicing in the same location for the last 20 odd years. It’s 12 miles north of where I grew up and 25 miles south of where I live now. It was well-established, privately-owned, and one of very few independent offices in my area. I believe in private practice optometry and I am excited to officially be practicing in that capacity. 

I’d been contemplating my own practice since graduating from optometry school in 2013, and the timing just felt right. The optometrist had plans to retire soon, so it’s been a nice way for us to transition patients and give me time to pick his brain on the business aspects. 

I spent months going over the financials with an accountant and business advisor, as well as a lawyer with expertise in accounting and business acquisitions. I was surprised at how long it took for lawyers to go back and forth to on the contract’s terms. The retiring doctor and I began the process in April 2018 and finalized it September.

I secured financing through PNC Healthcare Business Banking and have been extremely happy with the help I received before, during, and after the purchase. I contacted a few smaller local banks, but they asked for high down payments or collateral; PNC made it simple and easy. 

I made a business plan, but just as everything in the world evolves, so has my idea of how my practice should run. I am happy with what I have accomplished in the last seven months of ownership, but I am always striving to do better. Currently, I am considering a consultant for more accountability and to keep myself on track, but also to help me achieve my future goal: comfort with the cost of new technology to set my office apart. 

Part of the appeal of private practice in a rural area is that patients feel at home. My team greets every patient by name and in the exam room I always try to make at least one personal connection. I recently saw an older patient I thought may have patronized my grandfather’s business years ago. We reminisced about the time he and his father spent in my grandfather’s hardware store. 

Taking over from an established OD where she grew up was Dr. Mabus’ way to ownership.

The retiring doctor and I put up a photo in the waiting area with a note welcoming me to the practice. I advertised with local high school sports teams and drama club programs and T-shirts. I also contacted the local newspaper for a “spotlight on business” article which brought a lot of business to my new location without any cost to me. 

The day we signed the agreement there was a full book of patients and it’s been that way ever since. Keeping the same staff with the retiring doctor still seeing patients has been a huge help. Patients are getting used to the idea of another doctor and they get one final visit with their previous optometrist. I opened a second location cold in January and I am just now starting to have a full day of patients there after a few weeks of one to five patients a day. 

I am happy with the quality of medical eyecare I provide, but I’d love to incorporate more advanced dry eye treatments. It is one of my personal passions, since I experience it myself. I also hope to become more skilled at specialty contact lens fittings to differentiate myself and complement my dry eye treatments. I thought I would be ready to jump in and purchase more equipment the first year, but now I hope to do so in year two. 

If anyone else is thinking of purchasing or starting their own practice, I would recommend getting an excellent set of advisors: a good lawyer, a competent accountant, and a business advisor. Having people to help is huge. My other advice is to integrate yourself into your community. Patients love to make connections with you, and that’s easier if you go to the same restaurants, know the schools, join the same gym, or shop in the same places.  


What was the first major milestone you celebrated?
I brought in two new independent frame lines that focus on sustainability — TOC lunettes Monkey Glasses and David Green Eyewear
Have you had to break up with a patient/customer or vendor?
Not yet, thankfully. Has the business made you cry? e Not yet! But I have had a few sleepless nights since September
Would you have done anything differently?
I would have set up my website sooner, which is still not complete.
What’s been your most empowering moment?
I still see patients at two other retail locations on evenings and weekends. When I tell them I have two private practices, they tell me that they are excited to see me there next year.   
How long did it take until you felt like you had it under control?
About three months, although there are still times when I feel like I’m lost with the business aspects. 
Do you ever feel like you’ve made a terrible mistake?
Not yet. Even when I am working seven days a week because I know in the end all the hard work will directly benefit me, not someone else.
What do you do to overcome doubt?
I breathe. I meditate. I trust that I am enough. I work hard, so I know that I’ve done everything I can. 



Mitch Peterson and Kelsey Keltgen, OD
SEEK Eyecare / Victoria, MN
Opened: February 2017 (Soft), April 2017 (Grand)

My wife, Dr. Kelsey Keltgen, and I cold-opened our practice in early 2017. We chose a new building in downtown Victoria, MN. We were the first and are still the only practice in Victoria.  

My wife, and high school sweetheart, had been practicing for about six years prior to opening SEEK. She worked as a paid hourly doctor right out of school and filled in at other practices on the side. After that she was a lease-holding doctor at a big box optical. I have a diverse background, from working on my family farm to starting a few successful businesses. I was even a bouncer and drove semi-trucks in college. Our unique backgrounds make us a great team. She is one of the most passionate ODs out there.

We both worked six to seven days a week to pay off our personal debt. So, when we were ready to open our dream store we were financially able to do so. We wanted to open our own practice because no one was doing what we wanted to do: offer a state-of-the-art practice that provided comprehensive exams with an approachable retail space. My wife wanted to be able to take a preventative approach that would be more beneficial to patients.

We did a ton of research. We used our experience to develop a patient experience that picked up where a lot of practices fall short. We had to figure everything out from scratch. None of us knew how or where to purchase frames … What lenses or lab to use.

We developed a very in-depth business plan with multiple options to pivot with if things didn’t pan out. We have adhered to the majority of it. The only major change is that we had to adapt due to how fast we are growing. We are hitting our goals for years four and five in year two.

We secured a build-out loan fairly easily due to our favorable debt-to-income ratio and self-financed the operating side. The most surprising challenge we encountered was that construction was always four months behind schedule due to more than 35 inches of rain the day we broke ground. We had to meet frame reps at a coffee shop.

Insurance credentialing was a huge project that my rock star wife handled. Start working on that the second you can. We are involved in the community, volunteering and sponsoring events. I’ve used unique marketing avenues to get our brand out. Constant logo use and branding is important to my marketing plan. Since we previously leased at a corporate big box practice, the patient base was ours. We posted on social media each step of the build-out.

Business was crazy when we opened. We had so much local support and we both have large families; they were some of our first patients. The support from our friends and family has been amazing.

Over time, we have gotten very precise in how we operate. We have brought in more high-end eyewear than we initially planned. The biggest learning curves have been on the optical side: we’re more particular with our frame purchases; we make sure the product is great and the rep is even better; if they aren’t, we get rid of them.

Our advice is don’t over-extend yourself. If you aren’t financially and mentally prepared to do everything yourself, wait a few years. Write up your dream business model and find the patient base that fits it. Don’t let anyone or anything push you to start cold. You have to be all-in. We have zero regrets and love working as a wife and husband duo.


What was the first major milestone you celebrated?
The night before we turned the OPEN sign on, we sat and had a beer in the front office after a month of 100 hour work weeks.
Have you already had to break up with a patient/customer or vendor?
We are break-up free on the patient side. We have had to let a vendor or two go.
Has the business made you cry?
It has been an emotional rollercoaster but I think the only tears have been tears of joy.
Would you have done anything differently?
e Nope.
What’s been your most empowering moment?
When publications like INVISION contact us to share our story. It reassures us that we must be doing something right.
How long did it take until you felt like you were gonna make it?
Once the first patient came in the door I knew we had created something special.
Do you ever feel like you’ve made a terrible mistake?
e No success comes without mistakes. It is how you move forward and learn from them.
What do you do to help overcome doubt?
We work through everything as a team. If there is any doubt we talk it through between the doctor, Rachel and myself. Keeping each other in check keeps confidence high.



Jason M. Klepfisz, OD
Urban Eyecare, Phoenix, AZ
Opened: August 2017

We opened Urban Eyecare in August of 2017 to bring comprehensive care and independent eyewear and specialty contacts to an underserved area, and also hoping that bringing these services would springboard future growth.

I spent the better part of three years jotting down notes on all the little aspects of private practice and optical that resonated with myself. I wish I could say it was all fun and games, but there was a lot of monotony: Which slit lamp has the best optics? Manual vs. automated phoropter? White-gray flooring or gray-white? Pricing out the optical. The best advice came from those that have gone down this road before, those that are currently practicing, and those looking to hang up their own shingle.

I come from an Indian Health Services background, having completed residency in a rural community. This continued in a geriatric setting for years when I returned to Phoenix before deciding to open my own office. The biggest challenge we faced when opening, and one that changed our overall goal, was getting credentialed on medical insurance panels. We pivoted to focus on our retail experience, seeking harmony between a medically and optically oriented office. What I didn’t expect was to fall in love with the materials and craftsmanship as much as I have.

To make ourselves stand out, we push brand-awareness social media campaigns and provide adjustments and free cleaner to anybody who walks in. We exhibit local artists in our office.

We got the word out through trial and error. We started with our online presence. I also hand delivered letters to about 250 local businesses on a 100-degree spring day. We called local businesses and found ones who allowed us to deliver gift bags to their employees. We took every health fair opportunity available. Every bulletin board, coffee shop and college building we could leave flyers, we did, even handed them out on the street.

Business was great when we opened. The problem was we lost our optician just a few days before opening. I had no previous experience with optical and my staff were untrained in the area. In our first week, we slowly built up a pile of lab orders ready to be placed but nobody to place them. Fortunately, by the end of that week we found a wonderful replacement who has been our rock star ever since!

The main lessons we’ve learned are, firstly, to check out eyewear in person before buying. With our limited window to purchase frames while opening, we carried some brands we were less than thrilled with over the course of the year. We shed about half of the brands we started with and are much more careful in our choices now.

Lastly, my advice is to follow your dream! Don’t feel the need to take over somebody else’s problem office because starting cold is too difficult. Create something unique, a place that patients want to go, rather than a place they reluctantly need to go. Create an experience that makes people want to come back.


What was the first major milestone you celebrated?
Adding a fourth doctor day per week. It was wonderful to spend another day in my practice rather than working for somebody else. 
Have you already had to break up with a patient/customer or vendor?
We have unfortunately had to drop a few vendors. The beauty of ownership is we can choose to work with brands that complement us and our mission, to grow together.
Would you have done anything differently?
I would make design changes for our next office. A doctor who owns a large chain once told me that you always like your first office the least, but each one after gets a little better.
How long did it take until you felt like you were gonna make it?
It’s still day by day, even though we are turning a profit. The days with 16 patients make me feel like the king of the world, while slow days make me feel like tomorrow is never going to come. I don’t think I’ll feel like it’s completely under control for a couple more years.
Do you ever feel like you’ve made a terrible mistake?
What do you do to help overcome doubt?
Wake up happy every day and excited to go do my dream job at my dream office!

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Cover Stories

How to Keep Your Inventory Ultra-Fresh With an Aggressive Dog-Dumping Strategy

Noteworthy ways some ECPs have found to move their moldiest inventory.




Woof … You may have loved a particular frame or collection but that was no guarantee your customers would. So, how do you offload the bad picks, the misfires, the ones that silver-tongued sales rep talked you into ordering? … Return to sender? Massive discount? Strip them for parts? Here are some of the more interesting ways your ECP peers dispose of their dogs.


When it comes to clearing out unsold frames, returning them is probably the most common option, but many ECPs fail to factor in the expense. As Annette Prevaux at The Visionary in Allen Park, MI, points out, “There is an expense to return frames and it is passed on to the practice… I am surprised at how little is really taught about frame buying and the cost of returns.”

Most ECPs will be familiar with options such as standing discounts (a “junk drawer”), periodic clearances, value packages and the tried-and-true BOGO (buy one, get one free), or offering a special price without warranty. Remember that offering stock as freebies or incentives tends to work best with lower-cost frames. Jocelyn Mylott at D’Ambrosio Eye Care in Lancaster, MA packages stock lenses with discounted frames to sell them off. “We use these frames to fill the board space for all the vendor back orders as we board manage,” she says. Smart move, as it fills in unsightly holes in your board and gets eyes back on this malingering product.

Accepting insurance creates additional possibilities. MK Vision Center in Forest Hills, NY, uses unsold stock as insurance-covered frames. Explains Kaleena Ma: “We usually try to sell through our unsold inventory by using them as insurance frames for the plans that give allowances for the frame.”

When it comes to using sales and discounts to clear inventory, the Vend retailing blog suggests keeping the following in mind: Try to turn sales into periodic events with a few “bells and whistles” so you’re creating new customers or building loyalty. Always use sales as a way to gather customer information, and remember to mix in a few good sellers as loss leaders.


Where some see dogs, others see gold. Dr. Selina McGee of Precision Vision in Edmond, OK, dares you to “Mark it up — way up. That way everything else looks less expensive and it’s very exclusive. If you sell one, then you cover more of your investment.” (Our hunch is this would work best with luxury frames that aren’t moving.) Doreen Erbe at Snyder Eye Group in Ship Bottom, NJ, urges you to “Make that collection into a really cool display. Everyone will think the frames are new.” This is good advice; re-merchandising can breathe surprising new life into old stock.


Nikki Griffin, owner of EyeStyles Optical and Boutique in Oakdale, MN, offers this memorable advice: “Dogs become the ‘steak-dinner frame.’ If you sell that puppy I will buy you a steak dinner.” Interestingly, food also seems to be the prime motivator for hungry sales staff at EyeShop Optical Center in Lewis Center, OH, where, explains owner Dr. Cynthia Sayers, “If a staff member sells that dud I buy them lunch.”


Your unsold merchandise can be a force for good. Lions Club is renowned for its eyeglass-recycling programs Charitable donations entitle you to a tax write-off. For a detailed “how-to” of donating stock to charity, of “Gifts in Kind,” check out the column Gary C. Smith, president and CEO of the National Association for the Exchange of Industrial Resources, wrote for INVISION in December 2017:


Their proximity to the Mexican border gives Carrera Optical in McQueeney, TX an interesting option: selling unsold frames to opticals in south Texas that see large numbers of patients from Mexico. These customers are looking for a level of quality they believe can only be found in the U.S. Says BJ Chambers, “We sell multiple frames to several shops; sometimes these opticals are on credit hold to the frame manufacturer and cannot purchase directly.”
Some vendors will buy back any competitors’ frames that aren’t selling. Europa will pay you to take back another vendors’ frames, provided you have or set up an account with them. Dr. Zachary Dirks at St. Peter and Belle Plaine Eyecare Centers, Saint Peter, MN, reports: “We have some reps we have good relationships with that will exchange product for theirs.”

And here’s a channel right under your nose you might not have thought about. Julie Uram at Optical Oasis in Jupiter, FL on occasion gives unsold frames to a friend who puts them on eBay. Remember that using online marketplaces can be time consuming, as you’ll likely have to set up pages and jump through some other hoops.


Those in the therapy niche take note: Dr. Pauline Buck at Behavioral and Developmental Optometrists in Miami, FL turns non-sellers into loaners that therapy patients can take home temporarily. “Concussion patients may often benefit from yoked prism base lenses. By … creating glasses in bases up, down, left or right — as well as a few base-in for individuals with convergence insufficiency — I can rent or loan them out.” Patients sign an agreement; if the glasses are not returned, Buck bills them the full price.


Of course, you should always be monitoring inventory, but it’s important not to let your reps slack: “Keeping the frame rep responsible for shipping the top sellers in each frame line is one way to make sure the dogs never get dumped in the office,” counsels Leisa Lauer at Dr. H Michael Shack in Newport Beach, FL.

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