Member Reports

Pull Society Report

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If you do not have access or you run into any issues please let us know.

What's in your Report

Roster

This is your current roster of members affiliated with your society.  You can check the COA member status and society affiliation of any current member by reviewing the All COA Members report.

Project Keep

These are your current members on the Project Keep dues scale (discounted dues for society leaders less than 10 years in practice). Please email Jodi if you need to add or remove a Project Keep member.

New Members

These are new members affiliated with your society.  This list includes new ODs and ODs who re -joined.

Dropped Members

These are members that have been dropped from your society roster during the year.  The reason for each membership termination is indicated.

Members in danger of termination

These members are 60+ days in arrears and currently suspended.

Potential members

OD non-members in your society area.

Payment Report

Society Dues collected by members by month.

Things to Do

1. Update your Society Leadership Positions
 
2. Review your Roster
  • Email membership@coavision.org with any changes to member contact information, status, member types, or with any questions.
 
3. Confirm your Project Keep members
 
4. Welcome new members
 
5. Review your dropped members
 
6. Reach out to those members ‘in danger of termination’
 
7. Include your potential members in your outreach efforts
 
8. Please let any current members know that financial assistance is available if they need it

Dues FAQs

Speakers

LANCE ANDERSON, OD

Chief Strategy Officer

Dr. Lance Anderson is the Chief Strategy Officer at PECAA, where he is engaged in all aspects of company strategy.  He co-founded PECAA in 2007 and helped lead the organization as it grew from a small local Portland study group to a national alliance of independently owned eye care practices.  He served as a board member of Rev-360 from 2015 – 2021 and helped oversee the management and successful sale of Revolution EHR, Visionary Partners, and eventually PECAA.

He earned his Doctor of Optometry degree from Pacific University in 1991.  He started his own optometry practice in 1993 in Hillsboro, OR, and was able to grow the practice into a busy three-doctor clinic.  He retired from clinical care in 2021 and then moved to  New York City where he was tasked with helping to integrate PECAA with the HEA buying group.  He recently moved to Nashville, TN where he will continue to be actively involved in creating the future vision for PECAA as it is integrated into the VSP family of businesses.

JUSTIN MANNING, OD, MPH, FAAO

Chief Member Experience Officer

Dr. Justin Manning is the Chief Member Experience Officer at PECAA, where he leads the member experience team, encompassing member education, the Member Business Advisory services, Events, and the Cold Start program. He is the founder and host of the Practice Advantage podcast. Prior to joining PECAA, he founded The Keratoconus and Scleral Lens Institute at Bettner Vision in Colorado Springs, and eyeLeader, a consulting company focused on leadership development, technology in eyecare, and population health.

He has contributed to Review of Optometric Business and has lectured nationally and internationally on specialty contact lenses, design thinking, population health, and the patient experience. He earned his Doctor of Optometry degree from The Ohio State University and completed a residency in Geriatric Optometry at the VA Puget Sound Healthcare System in Tacoma, WA, a Master of Public Health degree at Salus University, and a graduate certificate in Customer Experience from the CU Boulder Leeds School of Business. He is driven to help all independent eye care professionals grow their businesses and enjoy their practices every single day.

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