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Vol. 1 · Issue 17Now ReadingJul 20, 2026 Interview Inside
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Leadership Beyond the Operating Room: What Formal Training Really Does for Orthopaedic Surgeons

CIO EditorialJul 20, 2026Education · Clinical Practice

Paper in Focus

Article: The Impact of Formal Leadership Training Programs Offered by the American Orthopaedic Association

Authors: Chista R. Irani, Rithvik Vutukuri, Mia V. Rumps, Shreya M. Saraf, Mary K. Mulcahey

Journal: JBJS Open Access

Year: 2025

Volume/Issue: Volume 10, Issue 3; article e25.00100

DOI: 10.2106/JBJS.OA.25.00100

PMCID: PMC12443149

PMID: 40978007


Opening Editorial: Editor’s Perspective

Leadership has quietly become part of the job description in orthopaedic surgery. A surgeon is expected to run a service line, manage a team, sit on committees, and represent a department long before anyone formally teaches them how. This issue looks at what happens when that training is made explicit.

The paper in focus evaluates four leadership programs offered by the American Orthopaedic Association and asks a straightforward question: do they help? The answer, drawn from surgeons who attended, is measured and useful. It also reveals where men and women report drawing different value from the same programs, which is worth sitting with rather than glossing over.

To bring that data to life, this issue pairs the study with a conversation with Dr. Mary O’Connor, whose career has been defined as much by mentorship and institution-building as by surgery itself.


Why This Paper Matters

Most surgeons accept that leadership matters. Far fewer can point to evidence that formal training in it changes anything.

This study helps fill that gap. It examines real programs, run by a national society, and reports what participants took away from them. In a field where leadership curricula are expanding but rarely evaluated, that kind of feedback is necessary. It tells societies and departments whether their investment is landing, and it gives surgeons considering these programs a clearer sense of what to expect.

The paper also raises a question that extends beyond the AOA. If men and women benefit from the same program in different ways, then designing a single, one-size curriculum may quietly serve some participants better than others.


Study Overview

The authors distributed an anonymous 26-question survey through the AOA to roughly 2,500 orthopaedic surgeons who had participated in one or more of four leadership programs: the Emerging Leaders Program, the Resident Leadership Forum, the AOA-Kellogg Leadership Series (2012–2022), and the AOA–University of Southern California Apex Leadership Certificate Program (2019–2022).

The survey was built around the AOA’s five leadership principles, reframed by the authors as inclusion, vision planning, emotional intelligence, organizational management, and mentorship. It collected demographics, leadership positions held before and after participation, motivations for attending, and suggestions for improvement.

One hundred and twenty-five surgeons responded. Of these, 91 (72.8%) identified as male, 27 (21.6%) as female, and 7 did not disclose. Most respondents were attending surgeons, and the largest share practiced in the Midwest. Data were analyzed across all participants and by gender.


Key Concepts From the Article

The Five AOA Leadership Principles

The survey measured perceived benefit against five defined skills: inclusion (assembling diverse teams and fostering inclusive environments), vision planning (setting goals and empowering others to create change), emotional intelligence (awareness and control of one’s emotions and effective communication), organizational management (taking on challenges and managing resources and teams), and mentorship (fostering a culture of feedback and growth).

Career Impact

Eighty-six respondents (68.8%) held one or more leadership positions after participating in at least one AOA program. This included 19 women (70.4%) and 67 men (68.4%), a nearly identical rate across genders.

Motivation to Participate

Ninety-seven respondents (77.6%) attended out of a personal desire for leadership training or to advance their careers. The second most common driver, cited by 59.2%, was a recommendation from a mentor.

Differences Between Programs

The programs were not perceived equally. The Apex Leadership Certificate Program drew the strongest response, with 25 participants (73.5%) finding it extremely helpful and 24 (70.6%) calling it the most impactful training they had attended. The Resident Leadership Forum drew the weakest, with 23 of 60 participants (38.3%) finding it extremely helpful.

Gender-Based Differences in Perceived Benefit

A greater proportion of female surgeons felt the programs helped them build a professional network (81.5% vs. 70.4%) and connect with new mentors (66.7% vs. 54.1%). A greater proportion of male surgeons reported gains in team management (78.6% vs. 74.1%), vision planning (86.7% vs. 77.8%), and organizational management (83.7% vs. 74.1%). Emotional intelligence and mentorship skills were reported at similar rates by both.


Clinical Relevance

The connection to patient care is indirect but real. Effective leadership supports quality improvement, safer surgery, better staff engagement, and stronger communication across a team. A surgeon who can align a service line, mentor a junior colleague, or manage resources well shapes the environment in which care is delivered.

The paper also documents a shift surgeons feel as their careers progress. Respondents asked for more instruction in healthcare administration and business management, reflecting the reality that senior surgeons spend a growing share of their time outside the operating room. Training that prepares them for that role is not a distraction from clinical work; it supports it.


Strengths of the Article

The study addresses a genuine gap. Few papers evaluate orthopaedic leadership programs directly, and this one assesses four at once against a defined framework.

Its sample, while modest, is diverse across gender, age, region, and program, which lends credibility to the broad patterns it reports. The decision to analyze results by gender is a particular strength, surfacing differences that an aggregated analysis would have hidden. The findings also align with prior work, including Day et al.’s evaluation of the AAOS Leadership Fellows Program, which strengthens confidence in the direction of the results.


Limitations and Considerations

The response rate was low, approximately 5%, and the authors could not confirm that all 2,500 intended recipients received the survey. Those who responded may have been more enthusiastic about leadership development than the average participant, which could inflate the reported benefits.

As a survey, the study is also subject to recall bias, and its mix of fixed and free-response questions may have constrained the range of answers collected. The design captures perception rather than measured outcome; it tells us what surgeons believe they gained, not what can be independently verified. The authors appropriately suggest that structured interviews, longitudinal tracking, or institutional data could strengthen future work.


Discussion

The central message is encouraging and modest at once. Surgeons who attended these programs largely found them useful, and most went on to hold leadership positions afterward. The study cannot prove the training caused those appointments, but the association is consistent with earlier research.

The gender findings deserve the most attention. That women reported greater benefit in networking and mentorship, while men reported greater benefit in team, vision, and organizational skills, does not necessarily mean the programs taught these things unevenly. It may reflect differences in what participants arrived needing or in the professional networks they already had. Either way, the finding argues for programs flexible enough to meet different starting points.

The appetite for nonclinical content, expressed by more than 60% of respondents, points in a clear direction. As surgeons advance, the operating room occupies less of their time and administrative leadership occupies more. Programs that anticipate that transition, rather than treating leadership as a purely interpersonal skill, are likely to be the ones surgeons find most impactful.


Interview Feature

🎥 Video Interview

Ep. 03 — A Conversation with Dr. Mary O'Connor


A Conversation with Dr. Mary O’Connor

Dr. Mary O’Connor is co-founder and Chief Medical Officer of Vori Health, chair of Movement is Life, and Professor Emerita of Orthopedics at the Mayo Clinic. Over more than two decades in academic medicine at Mayo and Yale, she built a career defined by both surgical excellence and a long list of firsts for women in orthopaedic surgery. In 2021 she left academia to help build a company aimed at rethinking how musculoskeletal care is delivered. The conversation below has been lightly edited for clarity from the recorded interview.

You spent more than two decades in academic medicine at Mayo Clinic and Yale before co-founding Vori Health in 2021. What ultimately convinced you to leave academia and pursue entrepreneurship to transform musculoskeletal care?

Dr. O’Connor It came from the realization that changing the way we deliver care within the traditional healthcare system is incredibly difficult. Hospitals and health systems build their financial margin on elective surgeries, imaging, and procedures. So if you point out that there is over-utilization of surgery for low back pain, which has been well documented, or over-utilization of MRI, which often triggers a cascade of inappropriate care, you run into a wall. We know that many findings on an MRI don’t actually correlate with clinical symptoms. The leaders in those systems are caught in Clayton Christensen’s classic innovator’s dilemma. They can’t innovate, because their financial viability is tied to the very over-utilization you’re trying to reduce. If they do the right thing, they risk financial failure.

And you do have to make a margin to keep your doors open and serve your community. To paraphrase Sister Generose at Mayo Clinic: “No margin, no mission.” But the second half of that quote is “no mission, no need for margin.” Unlike a business that sells a product, our mission isn’t to make money. Our mission is to serve communities and help people. To do that, we still have to make a margin. I always say it’s not a bad thing to make a profit in healthcare; you have to make a profit. But you have to keep the mission of why you’re doing it at the forefront. Deciding to leave academic medicine wasn’t difficult in terms of what I wanted to do with my professional time and the legacy I hoped to leave. What you have to be ready for is not making money. In the startup world, you don’t get paid like a surgeon. So I advise the young surgeons I mentor to get out of debt and put themselves in a financial position where, if they wanted to pivot, they could.

You’ve built Movement is Life around the idea that better health can spread through a community. Can you describe how that happens? [Editor’s note: the original question was lost to a transcript artifact — Kamil to confirm exact wording.]

Dr. O’Connor One woman decides to eat healthier. Then her children start eating what she’s making for herself, and then her husband does too. That’s the ripple in the pond. One woman makes a decision that improves her own health, and now she’s influencing her whole family. That’s how we move wellness and better health into communities.

I’m very proud of that program, and I’m proud of our annual summit. This year we’ll hold it in Detroit on September 24th and 25th. You can go to our website, movementislifecommunity.org, for information, or reach out to me directly after you see this video. It’s an outstanding summit, with excellent speakers addressing the health disparity issues we continue to face. This remains an ongoing, nonpartisan issue. These disparities affect all of us, and we need to keep working to lessen them.

When you think about it at a 30,000-foot level, we don’t really have a healthcare system. We have a sick care system. My philosophy is that we need to move wellness into the community and keep sick care within the healthcare system.

You have broken remarkable barriers as the first female member of the Musculoskeletal Tumor Society, the International Society of Limb Salvage, the AAHKS, and the Knee Society. What has that journey been like, and how has the field changed for women in orthopedics?

Dr. O’Connor It’s been a wonderful journey. I’ve been blessed with many mentors and sponsors, because none of us get there alone. It was two Mayo surgeons, Arlen Hanssen and David Lewallen, who put me up for membership in the American Association of Hip and Knee Surgeons. I later became the first female program director for our annual meeting and the first woman president, and now I’m delighted there’s another woman in the presidential line.

These are questions of whether we, as an orthopaedic surgery profession, truly want to say we are welcoming to the best and the brightest. The point is that we want to attract talent, and talent comes in all shapes and sizes. We want to support the diversity of people in our profession, and that does not mean negating quality or excellence. I have never bought into the idea that to promote diversity you have to compromise on the quality of your candidates. I don’t believe that’s true at all. But we all have bias. Part of creating that cultural space is being able to say: a woman can be an excellent orthopedic surgeon. An African-American can be an excellent orthopedic surgeon. That change is what opens the door to diversity with excellence.

Your story at Yale is well known, including your involvement in the Title IX protest with the women’s crew. How have you kept expanding your horizons and pushing forward throughout your career? And what’s one piece of advice you’d give to someone younger — in residency or trying to become an orthopedic surgeon — to keep them moving forward?

Dr. O’Connor I would say: don’t let people tell you that you can’t do it. There will always be people who say you can’t, or tell you to give up or stop trying. Most people, though not every single individual, can get there with hard work, determination, and perseverance. But you still can’t get there alone. I could never have had the career I’ve been blessed with if it hadn’t been for my mentors and sponsors.

Early in my career, Frank Sim, one of my mentors and a world-famous orthopedic oncologist, was supposed to travel to Sweden to give a presentation. He said, “I can’t go, but Mary O’Connor can. I want you to invite her.” So I went to Sweden, gave a strong talk, and began making connections. The same thing happened in the hip and knee world. Jim Rand, a wonderful arthroplasty surgeon at Mayo Rochester, was asked to run a hip and knee course in the Florida Keys, and he said, “You should ask Mary O’Connor — she’s at Mayo Clinic in Florida.” They did, and that became the first of many courses I ran in the arthroplasty world. It’s about people who have already made it looking for ways to elevate and raise up those coming behind them. That’s how I got here.

You’ve spoken powerfully about mentorship and sponsorship in your own career. What advice would you give to senior surgeons about lifting up the next generation, especially women and those from underrepresented backgrounds?

Dr. O’Connor Be open to looking at the talent that’s there, because there’s a great deal of it. Recognize the value that diverse people bring to our profession — not only in decision-making, but in perspective and culture, and in helping us understand how to take better care of our patients. There are cultural humility lessons each of us could learn.

I think back to one of my patients, a brilliant young woman from South America with a PhD. She had an orthopedic oncology problem and needed surgery. She came to see me, and her brother came with her. Her father had passed, and her brother was now the patriarch of the family. Fortunately, I knew enough to understand that he was —

[Editor’s note: the recording appears to cut off here. Kamil to supply the remainder of this final answer from the full recording.]


Key Takeaways

Formal leadership training appears to deliver real value to orthopaedic surgeons, with most participants advancing into leadership roles afterward and reporting that the skills were useful in their current work.

Men and women drew different benefits from the same programs — women more often in networking and mentorship, men more often in team, vision, and organizational skills — while both reported similar gains in emotional intelligence and mentorship. Surgeons want more nonclinical content, particularly in healthcare administration and business, reflecting how leadership responsibilities grow across a career.

Dr. O’Connor’s conversation reinforces the paper’s quieter theme: careers are built through sponsorship. The programs a society offers matter, but so do the individual acts of naming someone for an opportunity they haven’t yet been given.


Future Directions

The clearest opportunity is evaluation itself. Survey-based perception data is a starting point, and future work using structured interviews, longitudinal tracking, or institutional records could establish whether these programs cause the career outcomes they’re associated with.

Curriculum is the second frontier. Participants asked for training in administration, business, and team management, suggesting programs should evolve alongside the expanding nonclinical role of senior surgeons. The gender findings also invite a more tailored approach, one that meets participants where they are rather than assuming a shared starting point.


Closing Perspective

Read together, the paper and the conversation make a coherent point. Leadership in orthopaedics is learnable, and formal programs help, but the human layer beneath them — a mentor’s recommendation, a sponsor’s willingness to name you for a room you haven’t entered — remains decisive. The best leadership curricula will be the ones that teach the nonclinical skills surgeons increasingly need while preserving space for that quieter work of lifting others up.


Reference

Irani CR, Vutukuri R, Rumps MV, Saraf SM, Mulcahey MK. The Impact of Formal Leadership Training Programs Offered by the American Orthopaedic Association. JBJS Open Access. 2025;10(3):e25.00100. doi:10.2106/JBJS.OA.25.00100

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Educational commentary on published literature — not medical advice. Reading this issue does not create a physician–patient relationship. Guest statements are the personal views of the speaker. Full terms & disclaimers.