AADGP e-Lunch & Learn


Using the Power of Analytics and KPIs to Drive Your Practice

Wednesday, June 23, 2021: 12:00 pm – 1:30 pm (Central)

CE Program #6 (1.50 Credits)

Moneyball Sponsored by Sage Intaact

The American Academy of Dental Group Practice is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

The American Academy of Dental Group Practice designates this activity for 1.5 continuing education credits.


American Acedemy of Dental Group Practice (AADGP)
Nationally Approved PACE Program Peovider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
1/1/2020 to 12/31/2021.
Provider ID# 218360


Dr. Mark Sivers (Moderator), Clinical Advisor, Aligned Dental Partners (Bio)

James Anderson (Panelist), CEO, eAssist (Bio)

Paul Intlekofer (Panelist), CEO, MMG Fusion (Bio)

Charles Loretto (Panelist), Partner, Cain Watters & Associates (Bio)

Melissa Marquez (Panelist), COO, Jarvis Analytics (Bio)

Moneyball Course Description

Every Practice needs to incorporate Key Performance Indicators into their daily business process to create a culture of continuous improvement. Please join AADGP Board Member Dr. Mark Sivers and a diverse team of panelists as they present, “Moneyball, Using the Power of Analytics and KPI’s to Drive Your Practice.

Course Objectives

Topics to be covered include

  • Expense KPI’s, what areas of your practices expense should be tracked
  • Office Efficiency KPI’s, how to drive improvements in efficiency through clearly understood goals and measurement collection methods
  • Understanding the difference between Leading and Lagging KPI’s and which is a much better way to create positive competition that drives real improvements in your practice

Participants Will Learn

At the end of this course the participants will have actionable insights and KPI’s for:

  • Your Dental Staff
  • The Business team as a whole
  • Hygiene
  • And Dental Assistants


Dr. James Anderson

Dr. James Anderson, eASSIST

CEO & Founder, eASSIST Dental Solutions

CEO and Founder (2009) of the nation’s largest dental billing company, eAssist Dental Solutions (www.dentalbilling.com). Practicing dentist and president of Lakeview Dental with locations in Roy and Syracuse, Utah. Adjunct Professor of Business and Co-Chairman of the Dental MBA Advisory Board at Roseman Dental School. Frequently lectures on the business of dentistry at seminars and CE events nationally and internationally. HBS, OHSU, and BYU Alumnus.

Paul Intlekofer

Paul Intlekofer, MMG Fusion

CEO, MMG Fusion

Paul has had a career of helping companies achieve accelerated growth and improved profitability in both the public and private sector. Currently, Paul is the President of SFP Capital, a venture capital firm, and the CEO of MMG Fusion, an all-in-one software system that helps dentists’ manage, market and grow their practices. Prior to that, Paul was EVP, Chief Marketing Officer of Medifast, Inc. (NYSE: MED), where he led all sales, marketing, and customer service driving revenue from $75 to $300 million in three years. Before MED, Paul was CEO of Nutrition 21,Inc. (NASDAQ: NXXI) a nutritional supplement and biotechnology company, where he grew revenues from $10 to $46 million in three years. Paul was also SVP of rdental, LL, an internet start-up in the dental industry which was sold to WebMD. Early on, Paul was a corporate attorney with Venable, LLP. He holds a BA from The Johns Hopkins Univ., in Economics and a JD / MBA from the Univ. of Maryland.

Charles Loretto

Charles Loretto, Cain Watters & Associates

Partner, Cain Watters & Associates

Charles Loretto began his tenure with Cain Watters and Associates in 2001 and became a partner in 2016. As an Investment Advisory Representative, he plays a critical role in growing the firm’s client base as the director of business development, marketing and new client services.

He regularly speaks to dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings. Since 2004, Charles has presented to over 30,000 dentists and 51 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk.

He understands the problems dentists face throughout their career. As a partner of National Dental Placements, his team aids in the practice transition process; and as a partner of Elite Dental Alliance, his team leverages the buying power of its members to help dentists save on everyday business purchases like corporate dentistry can.

Use his expertise to help you on your journey to financial freedom and get excited about your financial future.

Melissa Marquez

Melissa Marquez, Jarvis Analytics

COO, Jarvis Analytics

Jarvis Analytics is a cutting-edge Analytics platform created with the Dental Support Organization’s unique needs in mind. Jarvis provides nearly 1000 dental practices in the US and Canada with intelligent, real time data and workflows. As COO, Melissa works with a talented team to implement systems and processes that allow Jarvis to continue the innovation and superior service that dental practices and groups deserve.

Dr. Mark Sivers

Dr. Mark Sivers

Director, Your Dental Family, AADGP Board Member