Speakers: Chad Clark, Nilesh Patel

Title: Path to Practice Ownership

Description: Learn about the benefits of owning your own practice in this session.  What do lenders look for in a borrower and a practice? What option is right: Acquisition or Start-up?  What does the process of purchasing and starting your business look like? Find out this information and more!

Course Objectives:

• Discover the benefits of practice ownership
• Understand the first-time owner profile
• Learn the difference between purchase and start-up: positives and negatives
• Review credit expectations by lenders
• Answer the question: What should a practice loan look like?
• Compare the options for future growth.  i.e., owning multiple practices, expanding, etc.

 Speaker Bios: 

• Chad Clark: Bachelor’s degree, University of Akron; senior vice president and regional business development officer, Bank of America Practice Solutions.
• Nilesh Patel: Bachelor’s degree in finance, Florida State University; vice president and regional business development officer, Bank of America Practice Solutions.

Conflict of Interest Disclosure (both speakers): I or members of my immediate family have a financial relationship with Bank of America Practice Solutions that may be relevant to this presentation.

Speaker: Joseph Lazzarotti

Title: Adopting AI in Your Practice - A Practical Guide to Governance, Risk and Compliance 

Description: Like many organizations, dental practices seek ways to leverage artificial intelligence (AI) and generative technologies in many areas of their business – patient communications, charting, internal procedures, HR, etc. A recent report outlines a dramatic increase in SEC filings for large companies, identifying a range of AI-related risks. Exploring these risks can be instructive for all organizations, including healthcare providers. The session will include tips for assessing the products offered by vendors, and strategies and sample language when negotiating service agreements. 

Objectives:

• Identify the risks identified by the Fortune 500 companies related to AI  

• Review how risks may apply to any dental practice and how to minimize those risks 

Speaker: James Pitts, DMD 

Title: The Secrets of Financial Independence in Dentistry

Description: This course will show dentists how to save, invest and build wealth in their dental practices.  Dr. Pitts will explain how an average dentist can create financial independence by using the systems and strategies within their practice.  By following a well-designed plan and incorporating proven strategies, a dentist can retire financially independent and debt-free. This may be the most important course a dentist could ever take!

Objectives:

• Review the state of dentistry, the changes happening in the field and how this can affect your financial wellbeing. 
• Learn the ten financial habits of highly successful dentists. 
• Discover how to calculate the amount you will need for retirement. 
• Learn strategies for investing and wealth-building in dentistry. 
• Compare various types of retirement plans available for dental offices. 
• Review what a real financial plan is and how to get one. 
• Identify common roadblocks that prevent wealth building for dentists.
• Learn how to financially prepare for the eventual transition of your practice.

Speaker Bio: Dental degree, University of Florida College of Dentistry; licensed financial advisor; registered investment advisor representative; professional financial strategist, Dental Consultant Connection.

Conflict of Interest Disclosure: None Reported

Speaker: Jil Hasselmann

Title: To Pay or Not to Pay: Demystifying the Topic of Paying Employees Overtime

Description: Wage and hour compliance is a critical responsibility for dental practice owners, yet many struggle with overtime rules, employee classification, and state-specific regulations. This session will break down the key differences between federal and Florida overtime laws, clarify per diem pay requirements, and address common payroll misconceptions. Attendees will gain practical insights on correctly classifying employees, avoiding wage violations, and implementing proven methods to protect their dental practice from costly compliance risks. Attendees will learn to identify common misconceptions, correctly classify employees as exempt or non-exempt, and implement best practices to ensure compliance. 

Designed specifically for Florida dental practice owners, this session will provide clear, actionable insights to help you manage payroll with confidence, stay compliant with labor laws, and avoid common wage and hour pitfalls. 

Objectives:

• Define overtime obligations and explain when and how overtime must be paid. 
• Differentiate between federal and Florida state wage laws and understand which take precedence. 
• Understand the rules surrounding per diem pay and how it interacts with overtime requirements. 
• Identify the key differences between exempt and non-exempt employees to prevent misclassification. 
• Recognize common payroll mistakes and wage violations that could lead to legal and financial risks.
• Implement best practices to ensure compliance and protect their dental practice from penalties. 

Speaker Bio: Bachelor's degree, California State University; Chief Growth Officer, HR for Health.

Conflict of Interest Disclosure: None Reported

Speaker: Carrie Millar

Title: Liability Loopholes & Insurance Tips to Protect Your Practice 

Description:  Join Carrie Millar for an informative, no-pressure session where we’ll break down the essential insurance policies every dental group should carry – from malpractice and office package insurance to cyber liability coverage. She’ll also share insider tips for getting the best value without sacrificing protection. This session is designed to educate and empower practice leaders to make confident, informed decisions about their insurance coverage. 

Objectives:

• Identify the core insurance policies every dental group practice needs to mitigate risk and ensure comprehensive protection. 

• Uncover common coverage gaps and liability loopholes that can leave practices vulnerable to financial loss. 

Speaker: Dr. Len Tau

Title: Raving Patients: Get Visible, Get Credible, Get More New Patients 

Description:

Ready to transform your online reputation into a patient-attracting machine? In today’s digital world, word of mouth has evolved, and online reviews are the new currency of trust. What people say about your practice online can make or break your success. 

When potential patients hear about your practice, their first move is to search for you online. Without recent, glowing reviews, they’ll scroll right past you to the competition. And if your practice isn’t showing up on the first page of search results or in the Google Map Pack, the odds of standing out are nearly zero. 

That’s where this course comes in. Join Dr. Leonard Tau to learn how to take control of your online presence, climb to the top of search results, and turn reviews into a steady flow of new patients. 

Objectives:

• Discover how to manage your online presence like a pro. 
• Explore user-friendly tools to make managing reviews effortless. 
• Find out why your practice isn’t ranking higher—and how to fix it. 
• Develop strategies to generate a constant stream of positive patient feedback. 
• Equip your staff with tips and techniques to collect stellar reviews. 
• Discover ways to dominate your market and grow your practice with ease.
• Uncover how to turn raving patients into the ultimate practice-building powerhouse! 

Speaker Bio: Dental degree, Tufts University School of Dental Medicine; general manager of dental vertical, Birdeye Inc.; private practice, Philadelphia, PA.

Conflict of Interest Disclosure: I or members of my immediate family have a financial relationship with Birdeye Inc. that may be relevant to this presentation.