Saturday Courses

Saturday Morning Educational Sessions

9:45 AM - 11:00 AM Sessions

Allan Corkum & Panel TBD

Allan R. Corkum, FSA, MAAA 

Vice President, Network Strategy, UnitedHealthcare | Dental Benefit Providers 

Allan Corkum is vice president of Dental Network at UnitedHealthcare. He directs the Growth, Affordability and Operations agenda for the commercial and government dental networks at UnitedHealthcare, including the largest Medicare Advantage network in the country. Prior to his current role, Allan led actuarial services for UnitedHealthcare Dental and UnitedHealthcare Vision products and was accountable for the pricing, product development, and network development actuarial functions for UnitedHealthcare government, private label, and commercial businesses. His experience working in the dental industry spans more than 16 years. 

Medicare Advantage: Driving growth in the industry AND your practice

Speaker: Allan Corkum & Panel TBD

What is having the biggest impact on the dental industry market today? You guessed it – Medicare Advantage. These plans continue to see rapid participation growth and are changing the landscape of the dental marketplace.

Join our team of insurance experts to discuss: 

  • The changing demographics of the insured population
  • Plan design evolution
  • Practice growth and revenue opportunities

A growing patient base is foundational to your business. See how the evolution of Medicare Advantage can help you sustain and grow your practice. 

What is having the biggest impact on the dental industry market today? You guessed it – Medicare Advantage. These plans continue to see rapid participation growth and are changing the landscape of the dental marketplace.

Join our team of insurance experts to discuss: 

  • The changing demographics of the insured population
  • Plan design evolution
  • Practice growth and revenue opportunities

A growing patient base is foundational to your business. See how the evolution of Medicare Advantage can help you sustain and grow your practice. 

Brought to you by UnitedHealthcare

Lindsey Schurman & Justin Rhoads

Lindsey Schurman is a dedicated Product Manager at DentalXChange. With 12 years of experience in client support and product development, Lindsey passionately builds innovative technologies tailored for dental practices. She is committed to crafting the ideal tools that streamline operations and enhance the overall dental practice experience. Lindsey’s goal is to optimize data management and establish connections between emerging trends in Revenue Cycle Management, ensuring seamless operations and informed decision-making.

 

Justin Rhoads is a dedicated Manager of Account Executives. Justin has over seven years of experience in the dental industry with a proven track record in delivering exceptional service. Justin is a driving force behind client satisfaction and success marked by unwavering dedication to excellence. Justin is deeply committed to building strong and long-lasting partnerships, while being steadfast to tailoring his client’s needs to the solutions DentalXChange offers. With a client-centric approach, he understands the differences in dental practice needs and the importance of offering unique solutions. His strategic leadership has not only shaped high performance but also solidified his reputation as a client-focused manager. 

 

Smart Strategies for Smiles. Transforming Payer & Patient Interactions with AI

Speakers: Lindsey Schurman & Justin Rhoads

Join us for an insightful course on optimizing your dental practice’s credentialing and benefit verification methods. This educational presentation by DentalXChange focuses on centralizing your benefit verification and credentialing processes.

Learn how AI can provide a clear understanding of patient’s coverage with enhanced insights, utilizing tools to improve patient trust through timely cost transparency.

Also learn how to increase credentialing and re-credentialing approvals while tracking the status of applications in real-time.

We’ll explore the pitfalls of traditional methods and discover ways to reduce costs and administrative burdens. Get ready to embark on an exciting journey of discovery and efficiency – we can’t wait to share these groundbreaking insights with you! 

Join us for an insightful course on optimizing your dental practice’s credentialing and benefit verification methods. This educational presentation by DentalXChange focuses on centralizing your benefit verification and credentialing processes.

Learn how AI can provide a clear understanding of patient’s coverage with enhanced insights, utilizing tools to improve patient trust through timely cost transparency. Also learn how to increase credentialing and re-credentialing approvals while tracking the status of applications in real-time.We’ll explore the pitfalls of traditional methods and discover ways to reduce costs and administrative burdens. Get ready to embark on an exciting journey of discovery and efficiency – we can’t wait to share these groundbreaking insights with you! 

Objectives:

  • Learn how to increase patient satisfaction and ease the burden of office staff. 
  • Learn about the history of payer credentialing. 
  • Learn about how AI is being leveraged to expedite benefit verification. 
  • Learn about traditional methods of benefit verification. 

Brought to you by DentalXChange

Steven J. Anderson

Steven J. Anderson is dentistry’s “Yes” Man working with teams to achieve top results in case acceptance and patient service success.

He is Founder of the Total Patient Service Institute (TotalPatientService.com), Crown Council and the Smiles for Life Foundation.

Get ready to laugh, learn, and take your skills to the top!

The Biggest Mistakes Office Managers Make…and how to avoid them to maximize your results now!

Speaker: Steven J. Anderson

Have you ever felt like you were responsible for EVERYTHING and could control NOTHING?

Discover proven processes for focusing on top practice priorities for results NOW!

Have you ever felt like you were responsible for EVERYTHING and could control NOTHING? Discover proven processes for focusing on top practice priorities for results NOW including how to:

  • STOP being everyone’s personal therapist!
  • Collect 100% +++ every day.
  • Lead an effective morning meeting everyone LOVES!
  • Focus the entire team on what matters most.
  • STOP team gossip.

And much, much more.

Brought to you by Total Patient Service Institute/ToPS

Steijn Pelle

Steijn is an entrepreneur who specializes in growing companies in financial technology and healthcare. After working for months in his own dentist’s office, he co-founded Lassie: a company that helps dental office managers by streamlining finances with software.

Prior to that, Steijn was an early leader at Robinhood, Coinbase, and HealthTap, responsible for the growth of products that millions of people now love to use every day. 

As the grandson of small business owners from the Netherlands, he is on a mission to bring easy-to-use technology to offices across the country. He wants to free up more of your time to spend with patients or on the growth of the practice. 

What if you and your team had help managing the AR?

Speaker: Steijn Pelle

When I talked to the office manager at my dentist’s practice, I was surprised to learn how much time she spends manually posting insurance payments and managing patient aging. It’s surprising that in a thriving practice with millions of dollars in annual collections, she dedicates many hours each week to manual data entry. 

If you could use help with entering insurance payments, updating fee schedules, depositing and reconciling paper checks, and sending out patient statements, then this course is for you. In our interactive session, we’ll demonstrate how automating the insurance payment process has freed up over 60 hours per month, making it easy for the office manager to identify which claims require refiling and which patients need a statement.

Also, we’ll provide you with tips to minimize virtual credit card and EFT processing fees. Imagine what you could do for your practice if you could redirect time and resources, focusing more on patients and supporting your practice’s growth.

Course description:

When I talked to the office manager at my dentist’s practice, I was surprised to learn how much time she spends manually posting insurance payments and managing patient aging. It’s surprising that in a thriving practice with millions of dollars in annual collections, she dedicates many hours each week to manual data entry. 

If you could use help with entering insurance payments, updating fee schedules, depositing and reconciling paper checks, and sending out patient statements, then this course is for you.

In our interactive session, we’ll demonstrate how automating the insurance payment process has freed up over 60 hours per month, making it easy for the office manager to identify which claims require refiling and which patients need a statement.

Also, we’ll provide you with tips to minimize virtual credit card and EFT processing fees. Imagine what you could do for your practice if you could redirect time and resources, focusing more on patients and supporting your practice’s growth. 

Course Learning Objectives:

 In this class, I promise you 3 things: 

  1. I’ll reveal how software can help you to automatically post insurance payments straight into the practice management system.
  2. I’ll share tips on how to further grow the practice with the time freed up from posting EOBs.
  3. I’ll provide you with tips to minimize virtual credit card and EFT processing fees.

Brought to you by Lassie

Sean Hamel

Sean Hamel is a seasoned dental marketing professional and Managing Partner at Art of Dental Marketing. Art of Dental Marketing (ADM) is dentistry’s premier story-based marketing agency. Sean and his team specialize in crafting captivating narratives that help dental practices attract, engage, and retain patients.

His team collaborates closely with each practice to uncover their unique stories and create emotional connections within their local community. With a comprehensive suite of services, including web design, organic and local SEO, AdWords, video marketing, and ground marketing strategies, ADM has helped numerous dental practices achieve unprecedented growth. 

The Art of Dental Marketing: How Marketing Your Story Changes Everything

Speaker: Sean Hamel

Join Art of Dental Marketing’s Managing Partner, Sean Hamel, and dive into the key concepts and principles of story-based marketing and why it’s so effective in selling dentistry.

This exclusive lunch and learn session unlocks the power of story-based marketing, blending innovative digital strategies, actionable ground marketing tips and tricks, impactful social media campaigns, and key principles to craft, create, and nurture a powerful brand presence for your dental practice.

Learn why your current marketing strategy might be hurting more than it’s helping – how to fix it if it is – and how to let the power of story take your marketing to a new level.  

Join Art of Dental Marketing’s Managing Partner, Sean Hamel, and dive into the key concepts and principles of story-based marketing and why it’s so effective in selling dentistry.

This exclusive lunch and learn session unlocks the power of story-based marketing, blending innovative digital strategies, actionable ground marketing tips and tricks, impactful social media campaigns, and key principles to craft, create, and nurture a powerful brand presence for your dental practice.

Learn why your current marketing strategy might be hurting more than it’s helping – how to fix it if it is – and how to let the power of story take your marketing to a new level.  

 Course Learning Objectives:

Learn how to blend innovative digital marketing strategies with practical ground marketing techniques. 

Identify potential weaknesses in your current marketing strategy and learn how to address them. 

Gain insights into leveraging personal and practice stories to elevate your marketing efforts overall. 

Brought to you by Art of Dental Marketing

Dr. Craig Spodak & Erika Pusillo

Dr. Craig Spodak is a general dentist at The Spodak Dental Group in Delray Beach, FL. Spodak Dental is an INC5000 fastest-growing business honoree and has earned the Sun-Sentinel’s Top Workplace for 7 years. He is a national lecturer on creating team culture and peak business performance for dental practices. The co-author of the best- selling book, The Bulletproof Dental Practice, Dr. Spodak is also featured in Tony Robbins’ book, Unshakeable. Dr. Craig is the co-host of the Bulletproof Dental Practice Podcast.

Erika Pusillo, DAADOM, is the Practice Optimizer at The Spodak Dental Group in Delray Beach, Florida. The 2023 AADOM Green Leader and two-time recognized Practice Administrator of Distinction, she began her dental career in 2009 as a dental assistant and now leads a team of 50 in a single location, multi-specialty, state-of-the-art practice with a goal of fostering an empowered team working together to provide optimal care. Her passion is bringing out the potential in others and enjoys speaking to dental teams through the BulletProof Dental Practice.

Own Your Career Like a Boss

Speakers: Dr. Craig Spodak & Erika Pusillo

You’re a Dental Office Manager, what’s next for you? Join Dr. Craig Spodak and Erika Pusillo in an exploration of how to take your career to the next level. This dynamic duo has been working together for over 15 years in a single location, multi-specialty Practice. They successfully navigated the difficult Office Manager/Doctor pain points, have grown from a team of 8 to a team of more than 50, and have navigated the transition from clinical to business operations. Gain the knowledge that you as a professional Dental Office Manager need to forge a forward-thinking path starting Monday morning.

You’re a Dental Office Manager, what’s next for you? Join Dr. Craig Spodak and Erika Pusillo in an exploration of how to take your career to the next level. This dynamic duo has been working together for over 15 years in a single location, multi-specialty Practice. They successfully navigated the difficult Office Manager/Doctor pain points, have grown from a team of 8 to a team of more than 50, and have navigated the transition from clinical to business operations. Gain the knowledge that you as a professional Dental Office Manager need to forge a forward-thinking path starting Monday morning.

In this course you’ll learn how to:

  • Gain confidence and fine tune your leadership skills
  • Think and act more like a CEO
  • Make the shift from being a tactical operator to a strategic business person
  • Learn how you as a Dental Office Manager can be a catalyst for growth of the team and the practice

Brought to you by Patterson Dental

Crystal Adams

Beginning as a 20-year dental assistant, Crystal Adams honed her skills in patient care, office management, and the intricacies of dental procedures. Driven to make a broader impact, Crystal transitioned into dental sales, leveraging her knowledge of the industry to provide cutting-edge dental products and solutions.

Recognizing the importance of support for dental practices, she created the innovative “Club Success Program” at illumitrac Software — a program designed to empower practices with tools for growth and excellence.

Today, Crystal serves as the Director of the Illumitrac Club Success Team, leading a dedicated group of professionals in delivering unparalleled support and guidance to dental practices.

 

Double Down on Dental Success and Stop Leaving Money on the Table!

Speaker: Crystal Adams

Join us for an exclusive session where we delve into advanced management techniques to amplify growth. We’ll emphasize the latest tools and methodologies to enhance your practice management and team efficiency. Don’t gamble with missed opportunities – let’s make your practice a surefire winner!

Join us for an exclusive session where we delve into advanced management techniques to amplify growth. We’ll emphasize the latest tools and methodologies to enhance your practice management and team efficiency. Don’t gamble with missed opportunities – let’s make your practice a surefire winner!

Course Learning Objectives

  • Understanding Dental Practice Marketing Investment Strategies: By the end of the session, participants will be able to identify the importance of strategic marketing investments, recognize the significance of partnerships, and utilize consultative approaches to maximize marketing expenditures effectively.
  • Developing Targeted Practice Branding: Participants will learn to define their desired practice persona, identify the type of patients they aim to attract, and strategize methods to cultivate a practice identity that aligns with their goals.
  • Optimizing Patient Conversion and Retention: Attendees will understand the importance of team dynamics in patient conversion, recognize the impact of team culture on patient experiences, and learn practical strategies to enhance patient-centric care and improve appointment scheduling.
  • Implementing Profitable Membership Clubs: By the end of the event, participants will be equipped with the knowledge and tools to design and communicate effective membership club solutions tailored to their patients’ needs, enhancing practice profitability and patient satisfaction.

Brought to you by Alatus Solutions

Laura Nelson, MS, FAADOM

Laura Nelson is an accomplished and highly respected figure in the dental industry. As the founder of Front Office Rocks™, a virtual training platform for dental teams, she has earned international acclaim for her expertise in office systems and methods that drive exceptional customer service.

She has mentored thousands of dentists and team members, helping them achieve remarkable growth and excel in performance-based leadership with her unique interactive and innovative approach. Beyond her role as a speaker and trainer, Laura is also the bestselling author of Step Away from the Drill, an invaluable guide that aims to help dentists master the business side of dentistry.

Her latest publication, Hiring Without Hesitation: A How-To for Small Business Success, aims to simplify the hiring process to make it a productive and enjoyable experience for all. With a background in Human Resources and a master’s degree in organizational development, Laura brings a wealth of knowledge to her work.

She is a member of many prestigious dental associations, and various awards have recognized her expertise, including being named one of Dental Products Report’s Top 25 Women in Dentistry.

When not transforming dental practices, Laura enjoys traveling and exploring new destinations. She resides in Coronado, CA, with her husband, Chris.

Clocked-In: Make Every Minute Matter

Speaker: Laura Nelson, MS, FAADOM

Understanding the why and the purpose behind time management is the first step to keeping your practice organized and efficient. Learning and implementing good time management skills can increase practice productivity and helps to create a productive and positive work environment.

This is a condensed version of Laura’s Thursday session.

Understanding the why and the purpose behind time management is the first step to keeping your practice organized and efficient. Learning and implementing good time management skills can increase practice productivity and helps to create a productive and positive work environment. A practice that is well organized with team members who balance their time will have better communication among the team and work more efficiently. Having time management and organization skills are key to creating an environment where team members thrive – and patients appreciate – allowing for a less stressful work environment and the ability to offer the best care for patients.

Learning Objectives: 

  • Discuss the why and the importance of time management in the dental practice.
  • Recognize the importance of morning huddles and meetings.
  • Examine the keys to effective time management.
  • Identify barriers to effective time management.

Brought to you by Front Office Rocks

Melissa Marquez & Jennifer Steadman

Jennifer Steadman, RDH, BSDH, DAADOM, is an expert in hiring, transitions, and business operations, specializing in team development, leadership, and communication within dental practices. As a speaker and author, she brings a wealth of experience, having served in every role in the dental field except as a dentist. Currently, Jennifer holds the position of Director of Operations at Inspired Hygiene, a company dedicated to coaching dental teams in enhancing their hygiene services, systems, and profitability.

In her previous role as Director of Operations for a mid-sized DSO, she managed mergers, acquisitions, onboarding, HR, and budgeting for a team exceeding 200 members. Jennifer is the founder and former president of The Boston Chapter of AADOM, receiving AADOM’s Practice Administrator of the Year award in 2020 and later achieving the highest distinction in the association, Diplomate. She established Steadman Onboarding Solutions (Jen S.O.S.) with a focus on guiding leaders through practice transitions, fostering empathetic leadership, and optimizing team hiring and retention.

 
Melissa Marquez began her career in dentistry over 20 years ago with aspirations to become a dental hygienist. After learning from some amazing private practice dentists, she realized she was more passionate about the business side of dentistry. Melissa joined DentalOne Partners in 2004 and spent 15 years helping the organization grow in various operational roles. In Melissa’s last few years at DentalOne, she served as chief operating officer (COO) for the west region, where she supported practices in Texas, Colorado, and Arizona. In January 2020, Melissa assumed the role of COO at Jarvis Analytics, the company that created the most complete dental analytics platform for smart DSOs and private practices. In May 2021, Jarvis Analytics was acquired by Henry Schein One, and Melissa transitioned into a new role. Today she is the senior director of solutions consulting, leading a team of consultants who support account executives and managers in discussions with current and potential clients. When Melissa isn’t working, she enjoys spending time with her husband and three children. 

Ignite Your Practice's Success: Empowering Office Managers with Analytics

Speakers: Jennifer Steadman & Melissa Marquez

Prepare to ignite a revolution in your dental practice with our exhilarating course, “Ignite Your Practice’s Success.” Tailored exclusively for office managers, this high-energy guide plunges you into the thrilling world of analytics, equipping you with the tools and strategies needed to set your practice ablaze with success. Bursting with excitement and real-world examples, this course will spark your enthusiasm for data-driven decision-making and propel your practice towards unprecedented heights.

Prepare to ignite a revolution in your dental practice with our exhilarating course, “Ignite Your Practice’s Success.” Tailored exclusively for office managers, this high-energy guide plunges you into the thrilling world of analytics, equipping you with the tools and strategies needed to set your practice ablaze with success. Bursting with excitement and real-world examples, this course will spark your enthusiasm for data-driven decision-making and propel your practice towards unprecedented heights.

Learning Objectives:

  • Unleash the Power of Data: Dive into the top 10 Key Performance Indicators (KPIs) essential for supercharging patient chair time and fueling practice growth.
  • Master Office Efficiency Tactics: Explore dynamic techniques for optimizing appointment scheduling, treatment workflows, and front-office tasks to ignite efficiency and boost productivity.
  • Fuel Your Practice’s Success: Harness the explosive potential of analytics to ignite innovation, uncover hidden opportunities, and propel your dental practice towards a future filled with triumph and prosperity.

Brought to you by Jarvis Analytics

Saturday Afternoon Educational Sessions

1:00 PM - 3:00 PM Sessions

Justin Withrow, Esq.

Justin Withrow is a partner at the law firm Flannery | Georgalis. Based in the Firm’s Cleveland, Ohio office, Justin leads the firm’s dental practice group.

He regularly represents dentists, dental practices, and practice groups in a variety of regulatory and compliance matters including state and federal regulatory investigations, professional licensing matters, public and private payor audits, and complex business matters.

Truth and Consequences: Why Ethical Billing Matters

Speaker: Justin Withrow, Esq.

In this course, Justin Withrow will discuss the importance of ethical billing practices and how to implement compliance systems to ensure proper documentation, recordkeeping, and billing practices.

Truth and Consequences: Why Ethical Billing Matters 

In this course, Justin Withrow will discuss the importance of ethical billing practices and how to implement compliance systems to ensure proper documentation, recordkeeping, and billing practices. Justin will also perform case studies of recent enforcement actions involving dentists to reinforce the importance of ethical billing practices. 

Learning Objectives:

  • Identify what constitutes unethical billing.
  • Create a billing system that can withstand scrutiny.
  • Understand the importance of price transparency.

2 CE Hours

Judy Kay Mausolf

Judy Kay Mausolf is a speaker, author, and dental culture specialist with expertise in helping others get happier and more successful! She coaches dentists and their teams how to become better leaders, communicate effectively, work together better, and deliver service with more focus and passion which results in cultivating a happier, healthier and higher performing culture.

She is Past President of National Speakers Association (Minnesota Chapter), a member of the National Speakers Association and recognized as a leader in consulting by Dentistry Today.

She is author of three books; “TA-DAH, Delivering W.O.W. Service, and “Rise & Shine!”, and a contributing author for many dental magazines.

She also publishes a monthly newsletter entitled “Show Your Shine”. Judy Kay lives in TX with her awesome husband Steve who makes her special coffee every morning!

Communication Solutions - Attitudes, Breakdowns, and Conflict Resolutions

Speaker: Judy Kay Mausolf

Communication is responsible for many things; and improving your communication techniques can result in a high-performing team and better patient relationships.

Learning to elevate your communication will enable you to inspire open communication, prevent breakdowns, resolve conflict, and build trust and respect. 

Communication Solutions – Attitudes, Breakdowns, and Conflict Resolutions

Communication is responsible for many things; and improving your communication techniques can result in a high-performing team and better patient relationships. Learning to elevate your communication will enable you to inspire open communication, prevent breakdowns, resolve conflict, and build trust and respect. 

This course illuminates the skills needed to communicate positively and effectively with different and even difficult personalities. Discover formats to hold positive, effective, and efficient huddles and team meetings. Learn the steps to address and resolve conflict and establish protocols that eliminate gossip. Transform attitudes from toxic to tremendous, and ultimately create a positive environment, where every team member and patient looks forward to coming into the office. 

Judy Kay, communications expert, will share how you can elevate the level of communication in your life. She believes that our personal experiences define our beliefs.   

 Learning Objectives:

  • Learn verbal skills to communicate effectively with difficult and different personalities.
  • Learn steps to address and resolve conflict.
  • Establish protocols that eliminate gossip.
  • Identify behaviors that elevate trust and respect.
  • Discover methods that turn toxic attitudes to tremendous.
  • Determine behaviors that inspire a culture of appreciation and celebration.
  • Learn fundamentals for effective huddles and team meetings.

2 CE Hours

Amy Wood

Amy Wood is a best-selling author, speaker, consultant, and coach. She has a background in Healthcare Information Technology and has spent the last decade as a HIPAA Educator, Risk Assessor, and Data Breach Consultant.

Amy takes your boring, everyday compliance course and turns it into an entertaining and educational conversation. Her goal is to educate as many people as she can, so she doesn’t HAVE to do data breach investigations (although she is here to help if you ever find yourself in one!).

What the Tech? Internet Hygiene and Cybersecurity

Speaker: Amy Wood

Technology is great! It can help you communicate at a faster pace, capture moments in time with a simple click, or even make dinner show up on your doorstep without you leaving the house! But what happens when that same technology turns against you?

What The Tech? Internet Hygiene and Cybersecurity 

Technology is great! It can help you communicate at a faster pace, capture moments in time with a simple click, or even make dinner show up on your doorstep without you leaving the house! But what happens when that same technology turns against you? A single click on the wrong thing can mean a catastrophic data loss or total loss of business. In today’s cyber climate, proactive data security is a must! Let’s break down the “geek speak” of technology to provide a better understanding of how it works and the current standard of care for ensuring predictable failures instead of costly disasters.   

 Learning Objectives: 

  • Be able to identify the types of Cyber Threats out there.  
  • Know the difference between a legitimate email and spam/scams.  
  • Implement safety precautions to avoid a costly mistake. 

2 CE Hours

Minal Sampat, RDH

Minal Sampat is an International Best Selling Author of her book, Why Your Marketing is Killing Your Business & What to do About It, National Speaker, Marketing Strategist, Social Media Coach, Registered Dental Hygienist, and an enthusiastic shoe lover.

Minal grew up in St. Thomas, US Virgin Islands, and now resides in Washington State with her husband. She launched her first marketing company by breaking a Guinness World Record, and she is the founder of  Marketologist™ – the marketing strategy school.

She is best known for her upbeat personality, and the skill to REDUCE marketing expense while INCREASING production! Minal and her marketing strategies have also been featured in industry and national press including Forbes.

Marketing for Specialty Practices (Includes Video Testimonial Training!)

Speaker: Minal Sampat, RDH

During this session, attendees will receive strategies to optimize internal, external, digital, and social media marketing, all tailored specifically for Dental Specialty Practices.

Marketing for Specialty Practices (Includes Video Testimonial Training!)

During this session, attendees will receive strategies to optimize internal, external, digital, and social media marketing, all tailored specifically for Dental Specialty Practices. This course goes beyond theory – it includes LIVE TRAINING on acquiring powerful video testimonials that showcase your practice’s treatment success, making it easy to increase referrals and directly connect with potential new patients. You will also learn about tools and technology to improve communication and create content, making it effortless to become the “go-to” specialty practice! 

Learning Objectives:  

  • Discover strategies to build internal, external, digital, and social media marketing campaigns for specialty practices.  
  • Gain the skills to acquire and utilize powerful video testimonials.  
  • Learn about tools and technology to enhance communication and create compelling content for becoming the preferred specialty practice. 

2 CE Hours

Brandi Williams & Jessica Lamers

With over a decade of exclusive dedication to the dental industry, Jessica Lamers brings a wealth of expertise to her role as Director of Strategic Events at Dental Intelligence Inc. Her diverse background encompasses roles ranging from clinical to administrative, enabling her to leverage her extensive knowledge and experience to assist companies in implementing successful business models.

Passionate about empowering others through education, training, and personal development, Jessica is dedicated to fostering growth and enabling individuals to thrive. While respecting the foundational principles of current dental operations, she is a driving force behind the push for innovative advancements within the industry. This determination guided her to embrace the position of Director of Enterprise Business Development at Dental Intelligence Inc., aiming to forge stronger connections between industry partners and enhance the experience of the customers we are dedicated to serving.

Dental Intelligence Inc. empowers dental professionals to cultivate stronger teams, forge fulfilling careers, and provide enhanced healthcare to their patients. Our solution enables you to intelligently shape the future of your practice, ensuring your focus remains on what truly matters – delivering an exceptional patient experience.

Reconnecting with her origins in Oklahoma to ensure proximity to family and provide a nurturing environment for her treasured daughters, Everlee Mae and Magnolia Grace, Jessica actively engages with her local community. Her involvement extends to vital roles within diverse groups, such as the Central Oklahoma AADOM Chapter.

Furthermore, Jessica holds a significant
advisory position and contributes her valuable insights and expertise as an esteemed member of the Women of DSO board of advisors.

Brandi Williams, FAADOM:

Brandi Williams, FAADOM, is the founding president of the Oklahoma Society of
Dental Professionals, an AADOM-recognized DPLN, and a proud member of
Women in DSO.

Currently, as the VP of Growth at Catalyst Dental Allies, a mid-size DSO in
Oklahoma, Brandi has been part of an incredible journey. From four clinics in
2017, the company has expanded to forty-five clinics, covering a mix of specialties and general dental care. Brandi’s time with Catalyst has allowed her to grow with the company. With an extensive 29-year tenure in the dental industry, Brandi remains dedicated to steering and nurturing successful dental practices and teams. Recognized for her adaptability and results-oriented approach, she has consistently surpassed financial and performance goals while pioneering growth strategies in the ever-evolving field of dentistry. At the heart of her professional journey lies a genuine passion for exceptional patient care and
cultivating a robust team culture.

Brandi looks forward to blending her appreciation for group practice with her
AADOM passion, fostering, is the founding president of the Oklahoma Society of
Dental Professionals, an AADOM- recognized DPLN, and a proud member of
Women in DSO.

Currently, as the VP of Growth at Catalyst Dental Allies, a mid-size DSO in
Oklahoma, Brandi has been part of an incredible journey. From four clinics in
2017, the company has expanded to forty-five clinics, covering a mix of
specialties and general dental care.

Brandi’s time with Catalyst has allowed her
to grow with the company. With an extensive 29-year tenure in the dental
industry, Brandi remains dedicated to steering and nurturing successful dental
practices and teams.

Recognized for her adaptability and results-oriented approach, she has consistently surpassed financial and performance goals while pioneering growth strategies in the ever-evolving field of dentistry.

At the heart of her professional journey lies a genuine passion for exceptional patient care and cultivating a robust team culture.
Brandi looks forward to blending her appreciation for group practice with her
AADOM passion, fostering collaboration and synergy between these two aspects.

AADOM Roundtable for Multi-Location Managers and Regional Managers

Speaker: Brandi Williams and Jessica Lamers

Are you a Regional Manager or an Office Manager aspiring to elevate your career to the next level?
 
Join us for an exclusive open forum that will share invaluable insights on successfully scaling dental operations from a single office to multiple locations. 
Are you a Regional Manager or an Office Manager aspiring to elevate your career to the next level?
 
Join us for an exclusive open forum that will share invaluable insights on successfully scaling dental operations from a single office to multiple locations. 
 
In this dynamic and interactive course, participants will engage with experienced leaders who have navigated the challenges of enterprise management.
 
Our moderators bring real-world expertise in effective time management, communication practices, team culture development, Key Performance Indicators (KPIs), accountability structures, and the implementation of comprehensive training programs.
 
Our panelists will delve into crucial topics including:
 
– Effective time management
– Communication practices
– Fostering a cohesive company culture
– Implementing comprehensive training programs
 
Whether you’re a seasoned regional manager or aspiring to take on multi-location management, this course is designed to equip you with practical tools and techniques to excel in overseeing diverse operations.
John Sillis, Esq.

Mr. Sillis is a member of the Sacramento based firm Zaro & Sillis. He attended Holy Family College in Philadelphia, earning a bachelor’s degree in nursing in 1977.

He then attended the University of Pennsylvania where he earned a master’s degree in nursing with a minor degree in Nursing Administration through the Wharton School of Business in 1978.

He came to California in 1980 in the U. S. Air Force, stationed at Travis Air Force Base until 1986. He graduated from the University of the Pacific, Mc George School of Law in 1988. He has practiced exclusively in the area of medical/dental malpractice defense.

Empowering the Dental Team: Enhancing Patient Record Documentation Best

Empowering the Dental Team: Enhancing Patient Record Documentation Best Practices

Speaker: John Sillis, Esq.

This course is designed to provide important and insightful recommendations on timely and accurate chart documentation. Attendees will gain a comprehensive understanding of issues presented when chart entries are the subject of an investigation or complaint.  

 Objectives: 

• Understand where to document patient incidents 

• Requirements for transitioning to digital records  

• Learn timely documentation and how to properly addendum chart notes 

Empowering the Dental Team: Enhancing Patient Record Documentation Best Practices

This course is designed to provide important and insightful recommendations on timely and accurate chart documentation. Attendees will gain a comprehensive understanding of issues presented when chart entries are the subject of an investigation or complaint.

 Learning Objectives:

  • Understand where to document patient incidents.
  • Requirements for transitioning to digital records.
  • Learn timely documentation and how to properly addendum chart notes.

2 CE Hours

Teresa Duncan, MS, FAADOM

With over 20 years of healthcare experience, Teresa addresses topics such as Insurance Coding, Office Manager Training and Patient Conversations. Her memberships include the National Speakers Association and the National Association of Dental Plans.

She is the author of Moving Your Patients to Yes: Easy Insurance Conversations as well as a contributing author to the ADA’s annual CDT Companion Guides. Her podcasts “Nobody Told Me That!” and “Chew On This” provide informative yet entertaining coding and management updates.

Teresa received her Master’s Degree in Healthcare Management and is a recipient of AADOM’s Lifetime Achievement Award.

Panel: Conversations with Carriers

Hosted by: Teresa Duncan, MS, FAADOM

Teresa Duncan brings together insurance industry representatives for a lively panel discussion about plan designs, network arrangements and other benefit challenges. We will tackle frequently felt pain points and brainstorm how to ease your administrative burden. Questions are welcome and encouraged! 

Panel: Conversations With Carriers

Hosted by: Teresa Duncan, MS, FAADOM

Let’s talk! Teresa Duncan brings together insurance industry representatives for a lively panel discussion about plan designs, network arrangements and other benefit challenges. We will tackle frequently felt pain points and brainstorm how to ease your administrative burden. Questions are welcome and encouraged! 

 Learning Objectives: 

  • Catch a glimpse of the other side of insurance management. 
  • Discuss industry best practices. 
  • Learn about payment, documentation, and appeal processes.  

2 CE Hours

Bio Coming Soon…

Forum Live! – The Nation's Largest Live Networking Event for Dental Team Leaders

Back by popular demand! You know the Member Forum as an online place to seek answers, advice, and support. The popular live version brings together managers who struggle with complicated issues.  Meet up in person with other conference attendees to discuss some of dentistry’s hottest topics. You’re not alone!

Forum Live! – The Nation’s Largest Live Networking Event For Dental Team Leaders

Back by popular demand! You know the Member Forum as an online place to seek answers, advice, and support. The popular live version brings together managers who struggle with complicated issues.  Meet up in person with other conference attendees to discuss some of dentistry’s hottest topics. You’re not alone!

2 CE Hours

Katherine Eitel-Belt

Founder and CEO of LionSpeak, Katherine is an international speaker, author, and performance coach, best known for helping professionals develop courageous, unscripted conversations with patients, clients, co-workers, and audiences.

Whether communicating from a treatment room, consult room, boardroom, or stage, audiences love her simple yet powerful formulas for delivering messages with clarity, courage, and inspiration.

Katherine is a Certified Speaking Professional (CSP), an earned designation of the National Speakers Association achieved by less than 10% speakers worldwide and she is one of only nine dental professionals to hold the certification.

She is a Speaking Consulting Network founding member, past president of the Academy of Dental Management Consultants, and recipient of the SCN Linda Miles Spirit Award.

Courageous Conversations: Mastering the Important Conversations You’ve Been Avoiding

Speaker: Katherine Eitel-Belt

This presentation will help owners, managers, and team members stop avoiding these important conversations and learn to embrace and succeed with them by using a self-management checklist and a simple 4-step conversation framework.

Courageous Conversations: Mastering the Important Conversations You’ve Been Avoiding

A cornerstone of productive, positive work cultures is the ability to communicate within a team with compassion, accountability, non-judgement, and accuracy.  This presentation will help owners, managers, and team members stop avoiding these important conversations and learn to embrace and succeed with them by using a self-management checklist and a simple 4-step conversation framework.  This presentation includes real-life examples, live demonstration, and tremendous inspiration about what can be accomplished both professionally and personally by succeeding with necessary conversations about broken agreements, under performance, non-participation, negativity, or toxic behavior.  Learn a life-changing way to improve leadership, relationships, and results. 

 Learning Objectives: 

  • Strengthen their leadership mindset using 3 steps. 
  • Engage in more successful Courageous Conversations with team members using a simple 4-step framework. 
  • Lead and coach others to unlock their potential and create more alignment and accountability. 

2 CE Hours

Laura Nelson, MS, FAADOM

Laura Nelson is an accomplished and highly respected figure in the dental industry. As the founder of Front Office Rocks™, a virtual training platform for dental teams, she has earned international acclaim for her expertise in office systems and methods that drive exceptional customer service.

She has mentored thousands of dentists and team members, helping them achieve remarkable growth and excel in performance-based leadership with her unique interactive and innovative approach. Beyond her role as a speaker and trainer, Laura is also the bestselling author of Step Away from the Drill, an invaluable guide that aims to help dentists master the business side of dentistry.

Her latest publication, Hiring Without Hesitation: A How-To for Small Business Success, aims to simplify the hiring process to make it a productive and enjoyable experience for all. With a background in Human Resources and a master’s degree in organizational development, Laura brings a wealth of knowledge to her work.

She is a member of many prestigious dental associations, and various awards have recognized her expertise, including being named one of Dental Products Report’s Top 25 Women in Dentistry.

When not transforming dental practices, Laura enjoys traveling and exploring new destinations. She resides in Coronado, CA, with her husband, Chris.

Beyond the Nod: Transformative Tactics for Dental Case Acceptance

Speaker: Laura Nelson, MS, FAADOM

Join Laura for a transformative two-hour session that will revolutionize your dental practice’s approach to case acceptance. Dive into the psychology and strategy behind patient interactions that lead to successful bookings and treatments.

Beyond the Nod: Transformative Tactics for Dental Case Acceptance

Join Laura for a transformative two-hour session that will revolutionize your dental practice’s approach to case acceptance. Dive into the psychology and strategy behind patient interactions that lead to successful bookings and treatments. Laura will unveil the five essential components to enhance the case acceptance process, drawing from real-life scenarios and common objections. Learn how to build rapport, present treatment plans effectively, and navigate the financial conversations that typically precede patient commitment. This presentation is not just about imparting knowledge—it’s about reshaping your patient communication to build trust, understanding, and a more robust practice schedule.

Learning Objectives:

  • Identify and implement techniques to build patient rapport, laying the foundation for successful case acceptance.
  • Understand the importance of timing in diagnosis and treatment plan presentation, and how to optimize patient comfort and understanding.
  • Utilize the physical practice space effectively to enhance patient-provider communication and reduce dental anxiety.
  • Engage in meaningful two-way conversations with patients to address their concerns and objections regarding treatment plans.
  • Navigate the financial aspects of treatment acceptance, ensuring patients are informed and prepared for their investment in their dental health.

 

2 CE Hours