SCHEDULE
Event Schedule
1/31 - Wednesday Overview
12:00 PM - 4:45 PM | REGISTRATION
1:00 pM - 4:45 PM | PRE-MEETING WORKSHOPS
5:00 PM - 6:30 PM | WELCOME RECEPTION
7:00 PM - 9:00 PM | WAYNE NEWTON - UP CLOSE AND PERSONAL
2/1 - Thursday Overview
7:00 - 8:00 AM | BREAKFAST
8:00 AM - 5:00 PM | CONTINUING EDUCATION SESSIONS AND EXHIBIT HOURS
5:00 PM - 6:30 PM | EXHIBIT HALL RECEPTION
2/2 - Friday Overview
7:00 - 8:00 AM | BREAKFAST
8:00 AM - 5:00 PM | CONTINUING EDUCATION SESSIONS AND EXHIBIT HOURS
5:00 PM - 7:00 PM | AADGP 50TH BIRTHDAY BASH! JAY LENO IS THE HEADLINER! Let's Party!
Wednesday
JAN 31
12:00 pm - 4:45 pm PST
REGISTRATION
1:00 pm - 4:45 pm PST
AADGP PRE-CONFERENCE WORKSHOP
Workshop: How the Top 100+ Emerging DSOs Build and Scale Their Companies
5:00 pm - 6:30 pm PST
WELCOME RECEPTION - Sponsored by Mortenson Dental Partners
7:00 pm PST
WAYNE NEWTON: UP CLOSE & PERSONAL
Join us for an exclusive evening with Mr. Las Vegas himself–Wayne Newton.
We bought out the show! Be our guest!
No other name or person is so defining, representative or synonymous with Las Vegas and the entertainment capital of the world. We can’t think of a better way to start our 50th Anniversary Celebration!
Wayne Newton: Up Close and Personal / in which he sings his biggest hits, shares his favorite stories and invites the audience to ask him anything!
Where: Bugsy’s Cabaret, Flamingo Las Vegas Hotel & Casino
When: 7:00 pm /January 31, 2024
VIP Reserved ticket includes a Meet & Greet with Wayne himself after the show including a souvenir photo and commemorative VIP laminate.
Thursday
FEB01
7:00 am - 5:00 pm PST
REGISTRATION
7:00 am - 8:00 am PST
BREAKFAST IN THE EXHIBIT HALL
8:00 am - 8:10 am PST
Welcome to the AADGP 50th Annual Meeting and Expo!
8:10 am - 9:30 am PST
OPENING KEYNOTE SESSION: Disrupt Yourself: The Key to Success in Uncertain Times
Whitney Johnson, a globally recognized thought leader, author, and speaker will focus the group on leveraging personal disruption.
9:30 am - 10:30 am PST
Top Trends in Dentistry
Presented By: Gordon J. Christensen, DDS. MSD, PhD, Founder & CEO of Practical Clinical Courses
10:30 am - 11:15 am PST
MID-MORNING EXHIBIT HALL BREAK
11:15 am - 12:00 pm PST
Navigating the DSO Landscape: Legal Pitfalls to Avoid to Grow and Thrive
12:00 pm - 12:30 pm PST
This Can All Be Easier: Four Projects That Will Make Your Office A Fun, Easy and Productive Place To Work!
12:30 pm - 1:30 pm PST
LUNCHEON WITH EXHIBITORS
1:30 pm - 2:30 pm PST
Keys to Financial Independence: Slashing Taxes and Increasing Savings
Presented By: Wes Lyon, President and CEO of McGill and Lyon Dental Advisors
Session Description: Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can develop a game plan to increase your net worth, reach financial freedom, and reduce stress. This hard-hitting program contains tried and true information - gleaned from over 40 years of working exclusively with the dental profession.
2:30 pm - 3:30 pm PST
MID-AFTERNOON EXHIBIT HALL BREAK
3:30 pm - 4:00 pm PST
Yes, Virginia, There is a Formulary Creation Strategy that Comprehends Your Clinician and Budget Needs
Presenters:
Session Description: Dental practices, whether individual, group or DSO, are constantly grappling with economic changes, supply chain disruptions, and at times, sharp top-line declines. While the quality of clinical care and patient experience are always at the forefront, managing overhead, adhering to budgets and identifying efficiencies are all critical to business sustainability and growth. Supply spend is not the largest budget-line item, but it is one area that can be outrageously out of control or effectively optimized.
4:00 pm - 4:30 pm PST
How High-Performance Dental Organizations Choose and Track KPIs and Metrics
Presented by: Eric Giesecke, Anuj James, Virginia Jones
Session Description: Join this fireside chat between Dr. Anuj James (President of AADGP and partner/general dentist at Village Family Dental), Virginia Jones (Chief Executive Officer of Village Family Dental and board member of AADGP), and Eric Giesecke, CEO of Planet DDS to learn about what metrics and KPIs Village Family Dental tracks for their multi-specialty group from a clinical and non-clinical standpoint
Full Session Details
5:00 pm - 6:30 pm PST
EVENING RECEPTION IN EXHIBIT HALL
Photo Booth Sponsor: Straumann Group
Friday
FEB02
7:00 am - 8:00 am PST
BREAKFAST IN THE EXHIBIT HALL
8:00 am - 4:30 pm PST
CONTINUING EDUCATION SESSIONS AND EXHIBIT HOURS
8:00 am - 9:00 am PST
PANEL SESSION: FOCUS / CEO PERSPECTIVES
Moderator: Alex Giannini, DDS, Chief Strategy Officer, Aligned Dental Partners
Panelists:
- Tim Houlne, CEO, Humach
- Mark Summers, Chairman, Dosentrx LTD
- Rachel McCord, Founder & CEO of LaunchPreneur and Host & Executive Producer of Bloomberg Television's "Female Founder"
As you go on YOUR journey to success, you learn how to set goals and sufficiently measure the specific timelines attached to these goals. Overcoming fear is a big part of business. Entrepreneurs have to face risk and adversity every day and be able to push through it. Hear a lively conversation with Chief Executives on how they learned from failures, set their own trends, and found success by dreaming big.
9:00 am - 10:00 am PST
BUILD A MORE SUCCESSFUL PRACTICE / MANAGING PAIN AND THE FEAR ASSOCIATED WITH THE DENTAL OFFICE EXPERIENCE
Presented By: Stanley F. Malamed, DDS
Session Description: In this session, Dr. Malamed will discuss how these two important areas of patient management - sedation and local anesthesia - are used to help maintain or build a more successful practice. Nitrous oxide-oxygen inhalation sedation, oral sedation and intravenous sedation will be reviewed as well as the local anesthetic articaine (Septocaine), buffering of local anesthetics - the local anesthetic ‘ON switch', and phentolamine - the local anesthetic ‘OFF switch.'
10:30 am - 11:00 am PST
INCLUSIVE LEADERSHIP: THE IMPACT of DIVERSITY on PERFORMANCE, COMPANY CULTURE, and EMPLOYEE RETENTION
Presented By: Monica F. Anderson, DDS, DBA, FICD (Dr. mOe)
Session Description: There are up to 5 generations in today’s workplace. They have key differences in culture, motivation, and goals. In this fun, practical session learn to create a more positive culture in your office while attracting and retaining top talent.
11:00 am - 12:00 pm PST
"TED" TALK MINI SESSIONS
Mini Sessions will deliver unique perspectives though storytelling.
How to go from DDS to Entrepreneur - How I Put Down the Handpiece at Age 38 and Grew Multiple Companies
Presented By: Robert Martino, DDS, OraCare
Session Description:Every dentist attending this meeting is more than a dentist. In fact, every dentist attending this
meeting is already a CEO to some degree or another. If you own a dental practice, you are already an entrepreneur. The problem is that most dentists don’t recognize the CEO and Entrepreneur within them, and never take full advantage of the opportunity to grow their business, and rarely come anywhere near reaching the potential opportunities that exist to grow their business interests beyond the four walls of their practice.
How High-Performance Dental Organizations Choose and Track KPIs and Metrics
Presented By: Mike Huffaker, Chief Sales Officer, Planet DDS
Session Description: Exectutives from Village Family Dental will join the conversation that will be a guided tour of what successful implementation of KPIs and metrics look like.
Securing Smiles: Protecting Patient Data in the Digital Dental Age
Presented By: Gary Salman, CEO and Co-Founder, Black Talon Security, LLC
Session Description: You have set up a great team of professionals at your practice and have been trusted with important data. But sometimes you need a specialist to take care of a critical issue - cybersecurity is one of those issues. During this presentation, we will discuss various techniques for safe browsing, email security, strong passwords, social media security, artificial intelligence (AI), password managers, multi-factor authentication, and much more.
12:00 pm - 1:00 pm PST
LUNCHEON WITH EXHIBITORS
1:00 pm - 2:00 pm PST
"TED" TALK MINI SESSIONS
Mini Sessions will deliver unique perspectives though storytelling.
ESOPs: Understanding Employee Ownership as a Succession Plan
Presented By: Shaylor Steele, Partner, Benesch Law
Session Description: In this session we will describe the pros and cons of ESOPs for owners, companies, and their employees. We will also discuss the mechanics of an ESOP structure so that owners considering employee ownership have a clearer picture as to whether an ESOP is the right succession planning tool.
Unlock your DSO’s Potential: The Key to RCM Success at Scale
Closing Full Arch Cases- You Can Do This!!
Presented By: Greg Essenmacher, CEO and Founder, GnA Consult
Session Description: Full arch dental treatment planning is a comprehensive process that involves evaluating and addressing the dental needs of a patient who requires restoration or rehabilitation of an entire dental arch. This process requires careful examination, analysis, and planning to ensure optimal outcomes for the patient. In order to have an optimal outcome of the process, it is not a clinical, nor a mechanical process, but dependent on an Exceptional Patient Experience.
2:00 pm - 3:00 pm PST
PANEL SESSION: THE CFO AS CHANGE MANAGER / MASTERING THE 21st CENTURY FINANCE ROLE
Moderator: Britt Bostick, DDS, Chief Dental Officer, Mortenson Dental Practice
Panelists:
- Jeff Reibel, CFO, Mortenson Dental Practice
- Christopher Bernander, CFO, Park Dental Partners
- Brad McKeiver, CFO, Southeast Dental Partners
The new CFO is focused on more than money. They need to stay on the cutting edge of technology, from data analytics to social media. The must also be agile change management experts.
3:15 pm - 4:15 pm PST
CLOSING SESSION: PRO / CON DEBATE -- PRIVATE EQUITY vs. SELF FUNDING
Moderated by: Group Dentistry Now
Panelists:
- Bob Winder, President & Professor, Logan Growth Advisors, Professor Brigham Young University
- Bill Becknell, CEO, Mortenson Dental Partners
- James Pennington CEO, Rubicon Dental Associates
Is it 2 Sides of the same coin? Pros & Cons of using private equity vs. self funding.
4:30 pm - 6:00 pm PST
AADGP 50th BIRTHDAY BASH!
Jay Leno is the headliner!
We are rolling out the red carpet for our 50th Birthday Bash! We cannot wait to celebrate!
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. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.
NAVIGATING THE CONSOLIDATION OF DENTISTRY WHILE GROWING YOUR FOUNDER, DOCTOR, OR EMPLOYEE OWNED DENTAL GROUP
Overview
COST: $395 MEMBERS | $495 NON-MEMBERS [REGISTER HERE]
The dental profession continues to consolidate and at an escalating rate driving many changes in the profession as well as exciting opportunities. These opportunities are attracting many external investors and for good reason, there are many opportunities for exciting returns financially, but also socially with the opportunity dentistry has to improve the lives and health of our communities.
AADGP has selected Mortenson Dental Partners, a 140 practice multi-speciality DSO owned solely by its Doctor’s and Employees to facilitate this session along with other successful and growing DSO’s without external investors and industry experts to bring you important insights needed to successfully navigate the consolidating profession of dentistry and grow your DSO to the next level in support and practice operations.
This workshop will feature case studies of other consolidating businesses that will allow the participant to understand the impacts, challenges and opportunities of consolidation. In depth discussion will cover healthcare & dental integration and support system advancements and how the paths of consolidation will change in the coming years.
How the Top 100+ Emerging DSOs Build and Scale Their Companies
Overview
COST: $395 MEMBERS | $495 NON-MEMBERS [REGISTER HERE]
Investors have caught on. The jig is up. Financial engineering is over. In order to successfully build an investment-grade dental group or DSO today, infrastructure must exist and value must be created by the management company. This workshop will tap into Aligned Dental Partners’ 35+ years of industry experience building DSOs from scratch into high-profit machines.
Join Aligned Dental Partners on the afternoon of Wednesday, January 31, for a hands-on workshop to evaluate your practice and help take it to the next level. Whether you are an entrepreneur with one dental practice or one hundred practices, you don’t want to miss this opportunity!
Whitney Johnson, CEO and Co-Founder of Disruption Advisors
Whitney Johnson is a world-class coach, globally recognized thought leader, author, keynote speaker, and consultant helping organizations operationalize a growth mindset in their leaders and teams. Whitney is the WSJ, USA Today, and Amazon bestselling author of Smart Growth: How to Grow Your People to Grow Your Company (Harvard Business Press, 2022).
Whitney helps individuals transform their lives, careers, teams, and companies through her keynote addresses; her popular podcast Disrupt Yourself; lectures at Harvard Business School’s Corporate Learning; the award-winning books How to Build an A Team, Disrupt Yourself, and Dare, Dream, Do; and frequent article contributions to the Harvard Business Review and MIT Sloan Management Review.
Whitney is recognized by Thinkers50 as one of the top 10 leading business thinkers in the world, ranked a top talent coach by Marshall Goldsmith 100 Coaches, and named Inc.’s 200 Female Founders of 2023. A co-founder of the Disruptive Innovation Fund with Clayton Christensen, and a former award-winning stock analyst on Wall Street, Whitney Johnson now applies her understanding of momentum and growth in stocks to people.
Gordon J. Christensen is Founder and Chief Executive Officer of Practical Clinical Courses (PCC), Senior Consultant & Previous CEO of Clinicians Report Foundation (CR), and a Practicing Prosthodontist in Provo, Utah. Gordon and Dr. Rella Christensen are co-founders of the non-profit CLINICIANS REPORT FOUNDATION (previously named CRA).
Currently, Dr. Rella Christensen is the Director of the TRAC Research Division of the CR Foundation. Since 1976, they have conducted research in all areas of dentistry and published the findings to the profession in the well-known CRA Newsletter now called CLINICIANS REPORT.
Gordon's degrees include: DDS, University of Southern California; MSD, University of Washington; PhD, University of Denver; and two honorary doctorates.
Early in his career, Gordon helped initiate the University of Kentucky and University of Colorado dental schools and taught at the University of Washington.
Currently, he is an Adjunct Professor at the University of Utah, School of Dentistry. Gordon has presented thousands of hours of continuing education globally, made hundreds of educational videos used throughout the world, and published widely.
Gordon and Rella's sons are dentists. William is a Prosthodontist, and Michael is a General Dentist. Their daughter, Carlene is an administrator for a dental distributor company.
He is a member of numerous professional organizations.
Grayson W. Scanlon is a senior dental office designer at Design Ergonomics, a firm specializing in dental office design. He graduated with honors from Roger Williams University, receiving awards for exceptional commitment to social justice and inclusion. A proud member of the American Institute of Architecture, Grayson holds accreditations in green building solutions and computer science. With experience in residence, commercial, and medical architecture, he brings a passion for design and a commitment to excellence to every project.
His focus and presentation are on the pivotal role of architectural design in dental practices, emphasizing key elements that contribute to both functionality and aesthetic appeal. The exploration will delve into the intersection of design and dentistry, demonstrating how thoughtful spatial planning and aesthetic considerations serve as critical components for the success of a dental practice.
This Can All Be Easier: Four Projects That Will Make Your Office A Fun, Easy and Productive Place To Work!
0.5 CE
Session Description
As dental practices become more and more sophisticated, the work of our clinical staff has become an extremely challenging, seemingly impossible, endeavor. This presentation shows you how to reduce clutter, decrease inventory, speed room turnaround, simplify infection control, increase office profitability and more! Enjoy a healthy, less stressful workplace and grow your practice.
Learning Objectives
In this course, we will discuss the following topics and provide solutions:
• Never run out of chairside supplies
• Have predictable on time performance every day
• Create the simplest and most effective sterilization & resupply system
• Make your treatment rooms highly productive and inviting to patients
Wes Lyon serves as President and CEO of McGill and Lyon Dental Advisors, specializing in providing comprehensive tax, business, and financial planning for dentists. He is a graduate of Virginia Tech and holds degrees in both accounting and finance, earning both his Certified Public Accountant Certificate and Certified Financial Planner™ certificate. Wes is also owner of and contributor to The McGill Advisory, a subscription-based publication that provides over 5,000 doctors with articles and resources to lower their taxes, increase profits, protect wealth, and plan for a prosperous retirement. He is a regular contributor to industry publications and frequent speaker at dental societies, study clubs, and industry events nationwide, as well as McGill and Hill Group seminars.
Keys to Financial Independence: Slashing Taxes and Increasing Savings
0.5 CE
Session Description
Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can develop a game plan to increase your net worth, reach financial freedom, and reduce stress. This hard-hitting program contains tried and true information - gleaned from over 40 years of working exclusively with the dental profession.
Learning Objectives
Through this course, you will learn…
-
- Solutions for reducing federal and state taxes
- Tips for increasing retirement savings
- How to avoid financial mistakes that costs dentists hundreds of thousands, if not millions over their career
Stanley F. Malamed is a dentist anesthesiologist and emeritus professor of dentistry at the Herman Ostrow School of Dentistry, located in Los Angeles, California, USA. In 1973, Professor Malamed joined the faculty of the University of Southern California School of Dentistry (now the Herman Ostrow School of Dentistry of U.S.C). Dr. Malamed retired from the university in 2013. Doctor Malamed has authored more than 180 scientific papers and 17 chapters in various medical and dental journals and textbooks in the areas of physical evaluation, emergency medicine, local anesthesia, sedation, and general anesthesia.
In addition, Dr. Malamed is the author of three widely used textbooks, published by CV Mosby: Handbook of Medical Emergencies in the Dental Office (8th edition 2023); Handbook of Local Anesthesia (7th edition 2020); and Sedation - a guide to patient management (7th edition 2024) and two interactive DVD’s: Emergency Medicine (3rd edition, 2018) and Malamed’s Local Anesthetic Technique DVD (2004) (edition 2 - 2012). The textbooks have been translated into 22 foreign-language editions.
In his spare time, Doctor Malamed is an avid runner, exercise enthusiast, and admits an addiction to the New York Times crossword puzzle, which he has done daily since his freshman year in dental school
Session Description
Management of pain and fear associated with the dental office experience is an absolutely critical component of a successful dental practice. In this program, Dr. Malamed will discuss how these two important areas of patient management - sedation and local anesthesia - are used to help maintain or build a more successful practice. Nitrous oxide-oxygen inhalation sedation, oral sedation and intravenous sedation will be reviewed as well as the local anesthetic articaine (Septocaine), buffering of local anesthetics - the local anesthetic ‘ON switch', and phentolamine - the local anesthetic ‘OFF switch.'
Learning Objectives
On completion of this program the attendee should be able to:
- Discuss the advantages of inhalation sedation with nitrous oxide-oxygen
- Discuss the advantages/disadvantages of oral sedation
- Discuss the advantages/disadvantages of intravenous sedation
- Discuss the clinical attributes of the local anesthetic articaine
- Discuss the advantages of buffering of local anesthetics - the local anesthetic 'ON' switch
- Discuss the advantages of phentolamine - the local anesthetic 'OFF' switch
Monica F. Anderson, DDS, DBA, FICD (aka Dr. mOe), is a multi-published bestselling author, award-winning podcast host, licensed dentist, and TEDx speaker. She is a graduate of Baylor University and the University of Minnesota School of Dentistry. She has also participated in numerous leadership development programs including the ADA's Institute for Diversity in Leadership.
Dr. mOe is currently a full-time, certified senior dental benefits consultant licensed in AZ, NJ, MO, and Texas. She uses her broad knowledge of the oral healthcare industry to perform evidence-based claims evaluations, advance the education of healthcare professionals, and provide policy input. Her dental industry experience includes 30+ years as a conference keynote speaker, publishing articles on dental techniques and materials, private practice ownership (MN & TX), Director of a Federally Qualified Health Center (FQHC), Director for a Quality Improvement Organization (QIO), contracted Director for Texas Medicaid & Healthcare Partnership (TMHP), Associate Editor for the professional journals "Northwest Dentistry" and "The Beacon", as well as, contributing writer for Drbicuspid.com.
She has been featured in numerous media outlets, including Parade Magazine, Fox News, and ABC's Good Morning Texas for her community advocacy to combat drug abuse and misuse and pharmaceutical pollution. Her extensive business background includes General Nutrition Centers franchise owner, producer/host of a cable television program, private practice owner, real estate investor, a partner in a Mediterranean restaurant, and CEO of TyMAC Books, her publishing company. This Texas native has published eight books in the fiction and nonfiction categories. Her 2021 novel, Never Close Your Heart, peaked at #1 on an Amazon bestseller’s list.
In addition to serving on multiple nonprofit boards, she is an active member of the American Dental Association, the American Association of Dental Consultants, Baylor University Black Alumni Alliance, and the Fort Worth Academy of General Dentistry. In 2022, she was nominated for "Dentist of the Year" by her peers in the Texas Academy of General Dentistry. She currently resides in Grand Prairie, Texas, where she enjoys spending time with her grandchildren and leading a nonprofit, Drop The Drugs, Inc.
Learn more about Dr. Anderson on her website www.drmOeanderson.com
Inclusive Leadership: The Impact of Diversity on Performance, Company Culture, and Employee Retention
Session Description
There are up to 5 generations in today’s workplace. They have key differences in culture, motivation, and goals. In this fun, practical
workshop learn to create a more positive culture in your office while attracting and retaining top talent.
Learning Objectives
On completion of this program the attendee should be able to:
- Define the 5 generations in today’s workplace
- List key differences in culture, values, and goals
- Develop strategies to bridge communication gaps for more positive professional and personal relationships
- Attract and retain top talent by making your office more employee-centric
- Analyze the top reasons for turnover among younger generations
Dr. Britt Bostick has 35 years of clinical and management experience in group dental practice and is the Chief Dental Officer of Mortenson Dental Partners, one of the largest doctor and employee-owned dental groups in the US. Britt has been instrumental in creating and implementing the Yes Philosophy, Hire to Retire, and the Top Docs development program. Britt has served as Co-Regional President, Vice President of Clinical Affairs, Chief Dental Officer, and Board of Directors for Mortenson.
Gary Salman is the CEO and co-founder of Black Talon Security and is dedicated to data security and understanding the latest trends in the industry—particularly as they relate to the dental industry. He has decades of experience in software development and computer IT, and he also developed one of the very first cloud-based healthcare systems.
He is a sought-after speaker and writer, having lectured nationally on cybersecurity threats and their impact on the healthcare industry. Gary has trained tens of thousands of practices across the U.S. on how to maintain "best practices" in cybersecurity and has been featured in some of the largest national publications and news stories in the dental, medical, legal, and financial industries. He is a member of the AAE Speakers' Bureau and has lectured for many organizations including AAO, AAOMS, AAE, AAPD, ADSO, OMSNIC, Dykema, and many more.
Gary's experience and expertise extend beyond cybersecurity with over 19 years of experience as an instructor at West Point and is involved in law enforcement. He is also a member of InfraGard, a partnership between the FBI and the private sector to share information and intelligence.
Black Talon Security has been called upon to assist with some of the largest distributed ransomware attacks in U.S. history, resulting in millions of dollars of ransom payments and tens of millions of dollars in damages to the victims. In every instance, all data was recovered and successfully decrypted. Black Talon Security is an expert in preventative measures as well as incident response, ensuring their clients are well-protected against cyber threats.
Session Description
Management of pain and fear associated with the dental office experience is an absolutely critical component of a successful dental practice. In this program, Dr. Malamed will discuss how these two important areas of patient management - sedation and local anesthesia - are used to help maintain or build a more successful practice. Nitrous oxide-oxygen inhalation sedation, oral sedation and intravenous sedation will be reviewed as well as the local anesthetic articaine (Septocaine), buffering of local anesthetics - the local anesthetic ‘ON switch', and phentolamine - the local anesthetic ‘OFF switch.'
Learning Objectives
On completion of this program the attendee should be able to:
- Discuss the advantages of inhalation sedation with nitrous oxide-oxygen
- Discuss the advantages/disadvantages of oral sedation
- Discuss the advantages/disadvantages of intravenous sedation
- Discuss the clinical attributes of the local anesthetic articaine
- Discuss the advantages of buffering of local anesthetics - the local anesthetic 'ON' switch
- Discuss the advantages of phentolamine - the local anesthetic 'OFF' switch
Tim Houlne is entrepreneur and CEO of Humach (Humans and Machines), one of the leading customer experience providers focusing on artificial intelligence with humans in the loop. A lifetime futurist deeply engaged with the art of the possible, his career has been on the leading edge of business expansion and innovation. He served in banking before banks could cross state lines with the passage of interstate banking laws in the early 1990s. He then moved into cellular in its infancy stage and then on to long distance in cellular with the MFJ break-up of ATT and the Bell companies. Next, he moved into call centers and then became one of the original pioneers of the work-at-home business model, co-authoring The New World of Work, From the Cube to the Cloud, published in 2012 and re-released in 2023. He founded Humach in 2015 and in now just scratching the surface on the future of AI. He has served on several boards, including Vision Bank of Texas (acquired by Texas Bank and Trust), Golfinity, The Movie Institute, Swivl, Imprinted, Random Acts of Humach Foundation, and Missouri Western Foundation.
Robert Martino:
Dr. Martino is a dentist, business man and international speaker. He has founded over 15 companies and is involved in many more.
Mark Summers: Mark is a healthcare industry entrepreneur with more than forty years of experience and numerous successful exits. He is currently Board Chairman at Dosentrx, an early-stage digital health company which has developed a pioneering Remote Digital Nurse for outpatient administration and management of oral specialty oncology drugs. Previously Mark was Founder and CEO of ThreeWire, Inc., a software-enabled services company which significantly shortens patient enrollment timelines in pharmaceutical, biotech and medical device clinical research studies. He led the growth of ThreeWire from startup to several hundred employees and operations in over forty countries, culminating in his sale of the company to a leading global clinical research services firm in early 2017. He also serves as a Board member and advisor for several healthcare services and medical device companies. Mark is a graduate of the University of Michigan and began his career in the United States Navy, where he spent over seven years flying F-14s from various aircraft carriers and at Topgun.
Rachel McCord: Covered in Forbes, Vogue, CNN, Glamour, and Entrepreneur Magazine, Rachel McCord is a strategist, author, host/executive producer of Bloomberg Television's "Female Founders," and founder and CEO of LaunchPreneur.
Having led innovation and education for MAGIC (the largest fashion trade show in the world) for over five years, McCord continues to help 1000s of entrepreneurs increase sales 2x (Seychelles) with the launch of the LaunchPreneur App and trained Virtual Assistant team. McCord, known as a "master of branding" (Daily Mail), is a passionate leader and relentless executor, who helps entrepreneurs get unstuck and off the sidelines. McCord, founder and CEO of LaunchPreneur, is a powerhouse thought leader. Before a successful exit in her twenties, McCord started her first company with just $93.
She went from humble beginnings in Georgia to mentoring creators and entrepreneurs to make a living doing what they love.
She is determined to bring hope, encouragement, and direction to leaders of tomorrow.
Alex Giannini: Dr. Alex Giannini has founded and served as CEO of several dental groups and DSOs. With over 34 years of experience in the clinical, administration and management of dental groups/practices including its related businesses, as well as real estate development/management, Dr. Giannini has doubled and quadrupled dental practice revenue and profitability within a year while creating a platform and national prominence.
Dr. Giannini was the founder of Comfortable Care Dental Group’s initial office in 1989 and part of the Heartland Dental team and growth at the turn of century. He later founded Dynamic Dental Partners Group (DDPG) in 2008. In 2014, DDPG was listed at #14 on the Inc. 5000 list for the fastest-growing private companies in America. Dr. Giannini practiced high-end fee for service dentistry in Florida for 9 years, after which time he co-owned and managed dental practices in Florida, Arizona, Virginia, New Jersey, Pennsylvania, and Georgia.
In addition, Dr. Giannini has been featured as a guest speaker at many Practice Management conferences throughout the nation. Dr. Giannini has worked with Institutional, Private Equity and Family-Office Investors. He has turned around 100’s of practice including distressed Dental Groups and DSO’s. His role is strategic and includes shaping the philosophy and delivery of quality dental care along with implementing Clinical and Operational Policies, Structure and Protocols for his Management Team to deliver productive and profitable dental offices. He is also involved in Doctor recruitment, complete business development, marketing, strategic planning as a business analyst to oversee the financial operations including the dental systems, forecasting, budgeting, and goal setting of each individual affiliated office and company. Dr. Giannini is past President of the AAGDP (American Academy of Dental Group Practice www.aadgp.org).
Session Description
Introduction of the concept of KPIs and metrics for groups
Highlighting problems with not tracking (lack of accountability, difficult to make business decisions, difficult to scale, missed
production opportunities, unidentified growth opportunities, inconsistent reporting)
What are some KPIs and metrics that should be tracked for different departments
How Village Family Dental uses KPIs and metrics
Learning Objectives
On completion of this program the attendee should be able to:
- Learn what KPIs and metrics they should consider implementing for their group.
- Understand why tracking is so crucial to the health of their business.
- Learn via a mini case study from Village Family Dental
- Hear about examples what to track: patient acquisition costs, case acceptance rates, patient satisfaction, staff productivity,
treatment accepted but not scheduled, hygiene production, patient retention, overhead, appointment cancellation rate, etc .
Session Description
I was fortunate to not be the typical dentist. For me, dentistry was great, but not the end but rather the means to an end. I haven’t reached the end yet, but since putting down the handpiece at age 38, I’ve expanded Wilson Martino Dental to seven different locations, with over 100 employees, formed a management company, founded a worldwide aeronautics company representing some of the biggest names in the airline industry, became the CEO of a dental product company, became the managing partner of a national telemedicine company, started a National Thank You Movement for Active Military and their immediate family members, among others.
What I’ve done is not for everyone, but it is for many who may not know it, or they suspect it, and they need someone to be an example and show them what to do and what not to do. Just maybe, there’s someone at this meeting who will be inspired to become the CEO and Entrepreneur they were meant to be.
Learning Objectives
On completion of this program the attendee should be able to:
- Learn how to transition from DDS to Entrepreneur
- Learn how to identify personal strengths
Mike Huffaker: Mike Huffaker is an accomplished Chief Sales Officer in the dynamic world of vertical SaaS cloud software. With a commitment to people development and go-to-market strategies, he spearheads both the sales and marketing divisions of Planet DDS, the leading provider of cloud solutions for the dental industry. Mike has played a crucial role in the ascent of Planet DDS, steering it through four successful acquisitions and driving an astonishing tenfold revenue surge over the past four years. This remarkable trajectory bears testimony to Mike’s leadership in scaling businesses, with a passion for problem-solving while investing in the potential of people.
Session Description
In this session we will describe the pros and cons of ESOPs for owners, companies, and their employees. We will also
discuss the mechanics of an ESOP structure so that owners considering employee ownership have a clearer picture as to
whether an ESOP is the right succession planning tool.
Learning Objectives
On completion of this program the attendee should be able to:
- Describe mechanics of an ESOP structure
- Utulize ESOP structure as a succession planning tool
Shaylor Steele: Shaylor is a nationally recognized authority in ESOPs and other retirement plans. He has significant experience representing owners and companies in forming ESOPs. He also has significant experience in ESOP financing and buy- side ESOP transactions. A number of his ESOP deals have been nominated for, and won, regional and national recognition. Shaylor believes that ESOPs are “win-win-win” scenarios for sellers, companies, and employees when structured correctly and is passionate about working with sellers and management teams to achieve their short-, mid-, and long-term objectives.
Session Description
1. Understanding RCM at scale. How to decrease the cost per claim as the volume of claims grow with additional offices
2. What does the Scaling Journey look like? Establishing processes then implementing technology/AI.
3. How to build scale- Why is consolidation necessary? Know the metrics to achieve success
Learning Objectives
On completion of this program the attendee should be able to:
Paul Bernard: Paul is the CEO of InsideDesk, the leading Dental RCM automation platform. Previously, Paul was the Chief Performance Officer for Smile Brands, responsible for all RCM, patient financing, and data analytics teams. In addition, Paul was also a divisional CFO at Intuit and is a certified Six Sigma Master Black Belt.
Greg Essenmacher: Greg Essenmacher is a trailblazer in Fixed Full Arch dentistry, revolutionizing single office practitioners into thriving implant practices that often expand into large group practices. With customized solutions and seamless cross-functional collaboration, he unlocks the practice's true potential. Greg's expertise encompasses optimizing patient acquisition costs, refining team
responsibilities, coaching for lead calls, and streamlining treatment planning. His actionable insights empower practices to excel in Full Arch cases, bolstering their valuation and EBITDA.
As the visionary founder of GnA Consult, Greg has relentlessly focused on the Fixed Full Arch market for nearly a decade since successfully launching the Neodent brand into the U.S. market for the Straumann Group. Leveraging best practices from the nation's most prosperous Full Arch clinics, he delivers unmatched results by empowering dentists and dental professionals to surpass their aspirations.
Session Description
5 Keys to An Exceptional Patient Experience
1. Build an Emotional Connection
2. Express Empathy - From the Lead Call to Treatment Completion
3. Know Your Unique Selling Proposition (USP)
4. Understand Our Patients- DTC (Direct to Consumer) vs. Traditional Referral
5. The Handoff/Hand Up
Learning Objectives
On completion of this program the attendee should be able to:
- Building an Emotional Connection:** After completing the course, participants should be able to establish and nurture
emotional connections with patients. This can be measured through increased patient engagement, callbacks, and positive
feedback related to staff interactions. - Expressing Empathy:** Participants should demonstrate the ability to express empathy consistently throughout patient
interactions, starting from the initial lead call to treatment completion. This can be measured by assessing patient satisfaction
scores and feedback regarding the staff's empathetic approach. - Understanding the Unique Selling Proposition (USP):** Learners should have a clear understanding of their dental
practice's USP and be able to effectively communicate it to patients. This can be measured by tracking the number of times the
USP is shared with patients and evaluating patient perceptions of the practice's unique advantages. - Differentiating Between DTC and Traditional Referral Patients:** Participants should be able to differentiate between Direct-
to-Consumer (DTC) and Traditional Referral patients and adapt their approach accordingly. Measurable outcomes include the ability to identify patient types during consultations and tailoring treatment discussions to meet their specific needs. - Implementing the Handoff/Hand Up Process:** After the course, dental professionals should be proficient in the
Handoff/Hand Up process, ensuring smooth communication and continuity of care within the practice. This can be measured by
evaluating the accuracy and completeness of information transferred during handoffs and assessing patient satisfaction with the
coordination of care.
Session Description
The new CFO is focused on more than money. They need to stay on the cutting edge of technology, from data analytics to social media. The must also be agile change management experts.
Learning Objectives
On completion of this program the attendee should be able to:
Session Description
As offices grow and add staff, especially clinicians with differing care approaches, one specific challenge is how to create a foundational product formulary that comprehends both treatment philosophies as well as the need to optimize spend.
This presentation will take you step-by-step through a simple, effective and adoptable approach to structure a formulary with process and team engagement that drives consensus and optimal spend outcomes.
Learning Objectives
On completion of this program the attendee should be able to:
- Describe the essential elements of an effective formulary that balances product selection, standardization, clinical requirements and budget
- Outline the core product categories that are well-supported by vendor private label products
- Determine process and categories to select branded products for key clinical outcome areas
- Illustrate a foundation for understanding data, and spend optimization.
Andrea Hight: After graduating from dental school in Australia where she grew up, Andrea Hight practiced dentistry for the Tasmanian Health Department before marrying an American on a trip to the US. At that point she had to switch countries. Andrea spent 14 years with the Utah State Health Department where she developed and implemented clinical access programs to provide effective dental care to underserved populations. She assisted numerous programs to build and run dental clinics; participated in studies related to fluoride varnish effectiveness and impacts of oral health care on pregnant women and medically compromised patients; and worked on national issues. She also served as the chief occupational health officer for the Utah State Health Dept; and helped develop state oral health policy. Since 2005, Andrea has worked in several management and director roles related to public health and DSO models including as an area director for DSOs and Institutional Health and national director of community health. In those roles she has done everything from design offices and dental schools, to helping customers solve essential issues that impact their programs and businesses. In November of 2021, Andrea joined Darby Dental to lead the DSO division and work with the team to develop resources and purchasing solutions tailored specifically to the unique business requirements of DSOs. Andrea serves on several boards of directors and believes strongly in contributing to oral health initiatives and causes that affect the underserved in our communities. Andrea has presented regularly at national and regional oral health conferences on various clinical and management subjects.
Alison Farber: Alison is the VP of Sales at Method Procurement Technologies. Her extensive background in eProcurement, software, and dental leadership supports DSOs in driving efficiencies and same-store growth. A true change agent, Alison has spend the past decade delivering explosive growth to software start-ups across sales, marketing and operations, driving companies from MVP to IPO.
Bob Winder: Bob founded Logan in 2015 and has built a world-class team and process. He specializes in helping founders win by negotiating with buyers/investors to achieve optimal deal terms. He is also a professor of FIN 425 PE/VC at BYU and M&A at Utah State. Bob began his career in growth strategy consulting for Fortune 500 companies. He later purchased businesses as a private equity investor. Before Logan, Bob purchased, ran, and later sold a group of dental practices. He majored in Finance at Brigham Young University and earned an MBA from Northwestern University. Bob prioritizes life around the five Fs: Faith, Family, Finance, Fitness, and Food.
Jeff Reibel: Mr. Jeffrey Reibel has been Chief Financial Officer for Mortenson Dental Partners since joining the Company in August of 2019. Prior to joining MDP, he served as the Senior Vice President and ChiefAccounting Officer for LHC Group, Inc. (NASDAQ: LHCG) following a multi-billion dollar merger of equals with Almost Family, Inc. (NASDAQ:AFAM) where Mr. Reibel was Chief Accounting Officer and Vice President of Finance and a key member of the management team that rapidly grew Almost Family through acquisition. In 2007, he founded a software company and served as its Chief Executive Officer and Chief Financial Officer until its sale in 2010. He served as Controller and Principal Accounting Officer of a public company from 2005 until 2007. He found his affinity for growth companies while working as a certified public accountant for 12 years at Ernst & Young LLP serving clients ranging in size from small entrepreneurial start-up companies to a $40 billion international conglomerate in Switzerland. Mr. Reibel graduated from Bellarmine University with a BA in Accounting.
Christopher Bernander: Christopher Bernander is the Chief Financial Officer of Park Dental Partners Inc, the largest Minnesota-based provider of business and nonclinical support to general and multi-specialty dental practices. Upon joining Park Dental in 2022 he guided the organization’s transformation into a highly successful DSO model. Prior to Park Dental, Chris held CFO and financial leadership roles in technology and professional services companies including Calabrio, Digital River, and Renaissance Learning. He holds over a decade of experience partnering with private equity firms such as Francisco Partners, Siris Capital, Thoma Bravo and TPG. Chris started his career in accounting, where he worked at Ernst & Young and numerous publicly traded companies. Chris graduated from the University of Wisconsin-Madison with a bachelor’s degree in accounting and has been a certified public accountant since 2006.
Brad McKeiver: After a 10+ year career as a Dental CPA, Brad now serve as the CFO for Southeast Dental Partners. As a CPA to dentists over the years, his goal was to help Dentist make informed business decisions that increased practice profitability, growth and value. In his role as CFO, he'll continue that aim and work in the trenches with Southeast Dental's doctors to build and maintain successful, thriving and dentist focused practices. At Southeast Dental Partners their goal is to create independence, opportunities and balance for dentists and this fits in perfectly with the work Brad has done throughout his career as a CPA. Brad's background provides comprehensive industry experience navigating the complex financial challenges that face dental practices in today's rapidly evolving economic and business environment.
James Pennington: * MBA and MSHA from University of Alabama Birmingham
* 6 years as a Hospital Administrator
Tasked with business expansion and development of new revenue streams
* 10 years as a healthcare / dental consultant
* Owner of several brick and mortar stores.
* I entered the dental field full time in 2017.
* CEO of Rubicon Dental Associates
Bill Becknell: William (Bill) Becknell joined Mortenson Dental Partners in 2014, initially serving as the chief strategic officer, president of dentalteams. He became a member of the Mortenson Dental Partners Board of Directors in 2017 and chief executive officer in 2018.
Bill was previously the director of store operations for North America at PPG Industries. During his tenure at PPG, the business grew from 357 locations to 867 locations across the U.S., Canada, Mexico and Puerto Rico. Prior to PPG, Bill was manager of store operations for Kroger’s Mid-South Division, a 156-store chain serving Kentucky, Indiana, Illinois and Tennessee. Bill holds a bachelor’s degree in business administration and completed the Executive MBA program at University of Pittsburgh Katz School of Business. He enhanced his leadership and executive education through programs at the University of Notre Dame and Kellogg School of Business.
Ali Oromchian JD, LL.M., is a world renowned employment attorney and one of the nation’s leading legal authorities on medical and dental practice law. He lends his deep legal expertise and unique approach to HR to thousands of dental practices across the United States as the visionary behind dentistry’s only all-in-one HR software: HR for Health. Ali’s innovative approach to HR allows practice owners to put their people operations and HR compliance on autopilot, saving them hundreds of hours and thousands of dollars each year.
Ali wears several hats: as Co-Founder and CEO of HR for Health, founding attorney of the Dental & Medical Counsel, P.C., and an acclaimed thought leader in the dental industry. Nationally recognized as an exceptional speaker and engaging educator that simplifies complex legal and HR topics, he has lectured extensively throughout the United States, including audiences such as the American Association of Orthodontists, American Dental Association, Seattle Study Club and California Dental Association.
Amy Kulb: After NY bar admission in 1980, served as a prosecuting attorney with the New York Office of Professional Discipline for 5 years. From 1986 to the present, partner in Jacobson Goldberg & Kulb LLP. My practice focuses on representing dentists and other health professionals in State Board matters, audits, all practice related credentialing, regulatory and law enforcement proceedings and purchase and sale of dental practices,DSO and partnership agreements.
Vincent Dunn has nearly twenty-five years of diverse trial experience in Massachusetts and New Hampshire. He continues his advocacy for healthcare professionals and institutions in civil, criminal and administrative matters. He routinely appears in the state and federal courts, before Boards of Professional License Registration, and at regulatory and credentialing hearings and investigations. He has obtained many trial victories in malpractice actions and he has obtained favorable rulings in multiple actions before various professional licensing Boards including the recent denial of a motion for summary license suspension at the medical board and dismissal of several cases at the dental board.
After graduating from law school in 1987, Vincent joined the Suffolk County District Attorney’s Office where over the course of seven years he tried all types of criminal cases in the District and Superior Courts. During his tenure at the DA’s office he was assigned to the Homicide rapid response team, the Arson prosecution unit, and as a special prosecutor for Norfolk County. In 1994, Vincent joined the law firm of Dunn & Dunn where he focused his practice on the defense of healthcare professionals, practices and institutions. In 2006 he joined Melick, Porter & Shea, where he continued his practice as a senior partner.
Between college and law school, Vincent spent three years working as a commercial fisherman and oil field worker in Alaska.
Brian Colao is the Director of Dykema’s Dental Service Organizations Group. He has been serving the dental industry for over 25 years and is widely regarded as one of the foremost authorities in the United States on DSO formation, DSO business structures, DSO related mergers and acquisitions, and the full array of regulatory compliance requirements for DSOs. Brian was named a “2019 DSO Influencer” by Group Dentistry Now and the “2023 Thought Leader of the Year” by Planet DDS.
Brian Colao is the Director of Dykema’s Dental Service Organizations Group. He has been serving the dental industry for over 25 years and is widely regarded as one of the foremost authorities in the United States on DSO formation, DSO business structures, DSO related mergers and acquisitions, and the full array of regulatory compliance requirements for DSOs. Brian was named a “2019 DSO Influencer” by Group Dentistry Now and the “2023 Thought Leader of the Year” by Planet DDS.