Overview:
CDE hours: 4.25 2:00 p.m. – 3:30 p.m. Breakout Sessions
Two Rotations: 2:00 p.m.–2:45 p.m. and 2:45 p.m.–3:30 p.m. Breakout A: Burning Questions: Legal Join us for a Q&A with the foremost subject matter experts at Dykema. We will cover the hottest legal topics facing DSOs and dental practices, including employment issues, tax questions, intellectual property, real estate, immigration, and specific healthcare compliance questions. § Jim Aldrich, Member, Dykema § Eric Fingerhut, Member, Dykema § Brian Forbes, Member, Dykema § Eric Klein, Member, Dykema § Rich Lieberman, Senior Counsel, Dykema § Donna McElroy, Member, Dykema § Moderator: Zack Hoard, Member, Dykema Breakout B: DSO Lending § Angela Baker, Vice President, Wintrust Bank — Professional Practice Group § Evan Barker, SVP Healthcare, CapStar Bank § Amine Lahlou, Senior Vice President, Citi Healthcare Specialty Group § Mike Montgomery, Senior Vice President – Director, DSO Lending, Live Oak Bank § Moderator: Eric White, Member, Dykema Breakout C: Merging Success: Navigating M&A and HR Compliance
Presented by HR for Health HR compliance is a crucial aspect of any M&A activity and organizations with a strong foundation of culture are more likely to achieve successful transitions. Join us to discuss the critical role of HR Due Diligence, its impact on the organization’s culture as you scale, and the financial implication of employee engagement throughout the integration process. § Heidi Arndt, Founder, Evolve Dental Advisors § Ralf Tomandl, COO, HR for Health § Teresa Williams, CFO, CLA Breakout D: Leveraging Real Estate Investment Trusts in Your Business Plan
Presented by National Dental Healthcare REIT § Jared Elfvin, CFO, National Dental Healthcare REIT § Dallas Margeson, Acquisitions Director, National Dental Healthcare REIT Breakout E: Unveiling the Intersection of Technology, Financing and Cyber Insurance
Presented by Sunset Technologies Embracing innovative solutions is crucial for success and security in the evolving dental industry. This engaging conversation explores the emerging intersection of technology, finance, and cyber insurance for risk management, equipping attendees with knowledge and strategies to confidently navigate the digital landscape. Discover new possibilities in mitigating cyber risks, and gain valuable insights for enhancing operational efficiency, leveraging financing options for growth and sustainability, and safeguarding your business through comprehensive cyber insurance. § Patrick Jacobwith, CEO, Sunset Technologies § Larry Meador, Channel Chief, DataStream Cyber Insurance § Lee Rozeboom, VP and Managing Director of Sales, GreatAmerica Finance Breakout F: DSO Accounting § Derek Kaulfuss, Principal, Plante Moran § Mark Rudolph, Shareholder and Dental Practice Chair, Elliott Davis § Mike White, Principal, CLA § Moderator: Virgil Ochoa, Member, Dykema Breakout G: Grow Your Business with Patient Financing
Presented by PrimaHealth Credit
Patients are overwhelmed with the cost of care and are delaying treatment. Providers are juggling too many finance partners to get their patients approved for care. Join us to discuss how DSOs can profitably serve most patients including the underserved with one easy-to-use solution. § Jason Haselhuhn, Chief Revenue Officer, PrimaHealth Credit Breakout H: Measuring Associate Productivity
Presented by SIMPLE Leadership § Dr. Hisham Barakat, Chief Clinical Officer, Guardian Dentistry Partners § Dr. Jonathan Mason, Co-Founder and Chief Clinical Officer, Select Dental Management § Dr. Jon Meis, CEO, Smart Choice Dentistry § Moderator: Dr. Charles Moser, Owner, SIMPLE Leadership 4:00 p.m. – 4:30 p.m. Presentation of the 2023 Dental Titan Award Proudly Sponsored by U.S. Oral Surgery Management § Moderator: Brian Colao, Director, Dykema DSO Industry Group 4:30 p.m. – 5:00 p.m. Buy-Side Panel This panel brings together DSO C-Suite experts together to share their insights for those dental professionals interested in affiliating with existing practices. Learning objectives include: understanding the process of affiliating a dental practice; what goes into evaluating dental practices for purchase; and developing a successful transition and growth strategy. § J. Hedrick, CEO, Smile Doctors § Danny Kawas, CEO, Guardian Dentistry Partners § David Pegg, Chief Growth Officer, Dental Care Alliance § Lane Theriault, CEO, Independence § Moderator: Craig Woods, Member, Dykema 5:00 p.m.– 5:30 p.m. Growing Your DSO in 2023: Solving Top 5 Challenges to Ignite Growth This enlightening panel discussion titled “Solving Top 5 Challenges to Ignite Growth” is designed to provide actionable insights into the critical strategies necessary for driving same-store growth in the DSO industry. Panelists will delve deep into the top five operational challenges, sharing their expertise and practical approaches for addressing these issues. By the end of this panel discussion, participants will be able to: identify and understand the top five operational challenges facing DSOs and their potential impacts on growth; gain insights into capacity optimization strategies to maximize operational efficiency and patient services; understand the role of business intelligence in driving growth and improving decision-making processes in the DSO industry; explore effective approaches to treatment acceptance, and understand its role in improving patient relationships and business outcomes; develop strategies for patient retention, learning how to maintain patient loyalty and drive consistent growth, and understand key methods for new patient acquisition, examining effective strategies deployed by industry leaders. § Jeff Koziel, President, Dental Care Alliance § Geoff Ligibel, CEO, 42 North Dental § DeAnn McClain, COO, Heartland Dental § Dr. Cindy Roark, Senior Vice President and CCO, Sage Dental § Moderator: Amol Nirgudkar, CEO, Patient Prism 5:30 p.m. – 6:00 p.m. Middle-Market DSO This panel focused on Middle Market Dental Service Organizations is an informative session for dental professionals and investors interested in the middle market segment ($5 to $50MM in EBITDA). Experts discuss the characteristics of middle market DSOs, growth potential, and financial and operational considerations. Learning objectives include: understand the middle market segment of DSOs; explore the growth and investment potential in middle market DSOs; evaluate the financial and operational considerations of middle market DSOs. § Heidi Arndt, Founder, Evolve Dental Advisors § Sam Gruenbaum, Executive Chair, West Coast Dental § Mick Janness, CEO, Oakpoint § Lee Provow, CEO, Oak Dental Partners § Moderator: Eric White, Member, Dykema 6:00 p.m. – 6:30 p.m. Process Innovation: A Key Driver of “Same Store Growth” § Laura D. Adams, Personal Finance Expert and Author 6:30 p.m. – 6:45 p.m. Process Innovation Discussion § Laura D. Adams, Personal Finance Expert and Author
 '
This activity has been planned and implemented in accordance with the standards of the Academy of General Dentistry Program Approval for Continuing Education (PACE) through the joint program provider approval of CE Zoom and Dykema. CE Zoom is approved for awarding FAGD/MAGD credit.
AGD Subject Code: Practice Management and Human Relations - 550
Presenter: Multiple Presenters
Credits: 4.25
Course Contact: help@cezoom.com
Course Categories: Dental Practice Management / Organization / Operations
Provider Approval: Nationally Recognized (AGD-PACE) Academy of General Dentistry Program approval for Continuing Education
Educational Type: Live
Educational Method: Lecture
Prerequisites: None
Sponsor(s): Dykema
Conflict of Interest Disclosure: None
All CE Zoom related support: support.cezoom.com
| 