Thursday Morning Keynote Session
Meridith Elliott Powell is an award-winning author, business growth strategist, and member of the Speaker Hall of Fame who helps leaders turn uncertainty into opportunity. With more than two decades of experience in leadership and sales, she is known for delivering practical strategies that help organizations build stronger teams, drive growth, and thrive through change.
Meridith also has a personal connection to dentistry. As a former dental spouse, she understands the critical role office managers play in the success of a practice—and once sent her own office manager to an AADOM conference. Her engaging sessions combine research, real-world stories, and actionable insights to help dental leaders strengthen their teams and lead with confidence.
Thriving in an Office Manager's Universe
Keynote Speaker: Meridith Elliott Powell
These are rapidly evolving times— Disruption is accelerating, competition is intensifying, and uncertainty is becoming the new normal. With more change happening outside your practice than inside it, dental office managers are under constant pressure to keep teams motivated, systems running smoothly, and growth moving forward.
Here’s the truth: more change is coming. And without a plan, uncertainty can derail innovation, talent retention, and your bottom-line results.
But there’s good news—uncertainty has an upside. When you understand how to harness it, uncertainty becomes your most powerful advantage for driving growth, strengthening culture, and uncovering new opportunities.
Join business growth strategist, award-winning author, and dental spouse Meridith Elliott Powell for a high-energy keynote that reveals the research, the stories, and the proven framework that show you exactly how to turn disruption into opportunity.
This keynote delivers it all: energy, engagement, practical tools, and a personalized action plan for every attendee and their practice.
Thriving in an Office Manager’s Universe
Keynote Speaker: Meridith Elliott Powell
What to Expect:
These are rapidly evolving times— Disruption is accelerating, competition is intensifying, and uncertainty is becoming the new normal. With more change happening outside your practice than inside it, dental office managers are under constant pressure to keep teams motivated, systems running smoothly, and growth moving forward.
Here’s the truth: more change is coming. And without a plan, uncertainty can derail innovation, talent retention, and your bottom-line results.
But there’s good news—uncertainty has an upside. When you understand how to harness it, uncertainty becomes your most powerful advantage for driving growth, strengthening culture, and uncovering new opportunities.
Join business growth strategist, award-winning author, and dental spouse Meridith Elliott Powell for a high-energy keynote that reveals the research, the stories, and the proven framework that show you exactly how to turn disruption into opportunity.
This keynote delivers it all: energy, engagement, practical tools, and a personalized action plan for every attendee and their practice.
Key Takeaways:
- Insightful Quantitative Research: Gain clarity from a benchmark study revealing how today’s most effective leaders are navigating and solving their toughest challenges.
- Powerful Qualitative Stories: Learn from innovative leaders who have thrived through more than 250 years of uncertainty. Their challenges, strategies, and resilience offer a roadmap you can apply immediately.
- The Proven Methodology: Unlock the step-by-step framework—the code—that puts you in the driver’s seat and gives your practice the advantage in uncertain times.
- Secrets to Staying Flexible & Focused: Discover how to maintain progress while staying agile enough to seize emerging opportunities.
- Your Personalized Action Plan: Walk away with a clear, customized plan for helping your practice thrive no matter what comes next.
Thursday Afternoon Educational Sessions
Colleen Huff, FAADOM, has been rocking the dental world for over 30 years! She kicked off her career as a customer service whiz for MetLife Dental in Utica, NY, before diving headfirst into the heart of dental practices in New Jersey. From managing multi-location practices to helping build a brand-new one from scratch, Colleen spent 21 thrilling years as a practice management powerhouse.
In 2021, she shifted gears into full-time consulting and speaking, becoming the go-to guru for cracking the code on dental insurance and revenue cycle management. Think of her as a dental office’s secret weapon for streamlining systems and tackling accounts receivable like a pro.
Colleen’s dynamic energy lights up national conferences, study groups, podcasts, and webinars, where she shares her wisdom with flair. Her book, A Mouthful of Insurance, launched in July 2024, is already a hit, and her articles are regular features in top dental trade magazines. Named one of the TOP 25 Women in Dentistry by Dental Products Report in 2017, Colleen added “Insurance Guru” at Front Office Rocks to her impressive resume in 2018, where she also offered online courses to help practices thrive. She will now be offering these courses on her own website.
Whether she’s taking the stage or helping practices get their financial house in order, Colleen brings humor, passion, and expertise to everything she does!
Preventing Revenue Cycle Disasters
Speaker: Colleen Huff, FAADOM
Want to become the financial “Rock Star” of your practice? This seminar is your ticket! We’ll show you how to nail those key tasks like checking insurance, tracking claims, and processing payments. Learn how to prioritize these vital operations and give your practice bank account a major boost.
Preventing Revenue Cycle Disasters
Presenter: Colleen Huff, FAADOM
Course Description:
Want to become the financial “Rock Star” of your practice? This seminar is your ticket! We’ll show you how to nail those key tasks like checking insurance, tracking claims, and processing payments. Learn how to prioritize these vital operations and give your practice bank account a major boost.
Course Learning Objectives:
- Master the 6 Stages of the Revenue Cycle: Understand the full process of how money flows in your practice.
- Prioritize Essential Tasks: Learn to focus on the actions that directly lead to a fiscally healthy dental practice.
- Proactive Problem Prevention: Discover simple, actionable changes that can prevent common financial issues before they start.
- Maintain Cash Flow While Understaffed: Get practical tips and tricks for keeping revenue steady, even during periods of staffing shortages.
Brandi Williams, DAADOM
Awarded AADOM’s Office Manager of the Year for Multi-Location, Brandi Williams,
DAADOM, is the founding president of the Oklahoma Society of Dental Professionals,
an AADOM-recognized Dental Professional Learning Network, and a proud member of
Women in DSO.
As Chief Growth Officer at Catalyst Dental Allies, a mid-size DSO in Oklahoma, Brandi
has played a pivotal role in the company’s remarkable expansion from just four clinics in 2017 to forty-six clinics today, encompassing both specialty and general dental
practices. Her 30-year tenure in the dental industry has been marked by a deep
commitment to building thriving practices, cultivating empowered teams, and
consistently exceeding operational and financial goals.
Brandi blends her expertise for group practice with her AADOM passion, fostering
collaboration, innovation, and growth within the dental community.
Erika Pusillo, DAADOM
Erika Pusillo, DAADOM, has been rooted in dentistry since 2009, starting out in sterilization as a dental assistant and working her way through nearly every corner of the practice. Her journey from the back office to the CEO seat has fueled her passion for building strong teams, creating efficient systems, and helping practices thrive.
As a Distinguished Fellow of AADOM and a national speaker with the Bulletproof Dental Practice, Erika is known for her down-to-earth style and ability to make complex topics feel simple and doable. She loves inspiring dental leaders to grow, lead confidently, and create practices they’re proud of.
Joanne Miles, DAADOM, RDA
Joanne Miles is the Lead Investment Grade Practice Business Advisor with Productive Dentist Academy and a dynamic force in dental practice growth. Known as the “Swiss Army knife of dentistry” for her versatile expertise, she has spent decades helping practices nationwide thrive from start-ups to multi-location groups.
Joanne specializes in team engagement, patient experience, leadership development, and operational excellence. Her practical, relationship-centered approach empowers dentists and teams to grow with confidence, stay aligned with their core values, and deliver meaningful, consistent patient care. She is passionate about transforming practices through systems, culture, and purpose-driven leadership.
Penny Reed
Penny Reed is the Founder and President of Penny Reed – Dental Growth Officer, providing fractional growth strategy and advisory services to practice owners and leaders in the dental profession. With more than 30 years of experience, she brings a behavior-based approach shaped by her background as a certified behavioral consultant with the Institute for Motivational Living and a former Dale Carnegie trainer.
A former dental office manager, Penny serves on faculty for the Nash Institute for Dental Learning, is a Dentistry Today Leader in Dental Consulting, and the author of Growing Your Dental Business. She is known for delivering practical, engaging programs on leadership, culture, and communication.
Emerging Groups Panel
Speakers: Brandi Williams, Erika Pusillo, Joanne Miles & Penny Reed
Dental groups are evolving at a rapid pace, and emerging group models are reshaping leadership structures, career paths, and operational expectations inside the practice. In this interactive panel discussion, leaders with emerging group and DSO experience share real-world insights into how these organizations evolve, how decision-making is structured, and what success looks like for office managers within these models.
Attendees will gain a clearer understanding of opportunities, challenges, and leadership expectations in emerging groups, enabling them to confidently navigate growth, change, and increased complexity.
Emerging Groups Panel
Presenters: Brandi Williams, Erika Pusillo, Joanne Miles & Penny Reed
Course Description:
Dental groups are evolving at a rapid pace, and emerging group models are reshaping leadership structures, career paths, and operational expectations inside the practice. In this interactive panel discussion, leaders with emerging group and DSO experience share real-world insights into how these organizations evolve, how decision-making is structured, and what success looks like for office managers within these models.
Attendees will gain a clearer understanding of opportunities, challenges, and leadership expectations in emerging groups, enabling them to confidently navigate growth, change, and increased complexity.
Course Learning Objectives:
- Identify key characteristics that distinguish emerging dental groups from traditional solo and established DSO models.
- Understand how leadership roles, accountability, and communication shift as practices grow into group structures.
- Recognize the evolving expectations and opportunities for office managers within emerging group environments.
- Apply shared best practices from panelists to support scalability, team alignment, and operational consistency.
- Evaluate how emerging group trends may influence career paths and leadership development.
Debra has presented workshops nationally and internationally for numerous study groups and universities, and organizations including the ADA, Hinman, Chicago MidWinter Dental Society, Swedish Academy of Cosmetic Dentistry, the University of Lima and the British Academy of Cosmetic Dentistry. Her articles have appeared in publications in the US, Canada and England. Debra is a founding member and served three terms as President of the National Academy of Dental Management Consultants. She has been an adjunct faculty member at Oregon Health Sciences University in Portland, Oregon. She is the current president of the Academy for Private Dental Practice.
In addition to speaking for dental organizations, Debra has presented workshops for Nordstrom, Surgical Groups and Chiropractic and Acupuncture Organizations.
She is a member and serves on the board of the American Academy of Dental Practice Administration and Speaking Consulting Network. She has been repeatedly recognized by Dentistry Today as a Leader in Continuing Dental Education and a Leader in Dental Consulting. Debra is also on the board of the American Dental Association’s Dental Practice Management Advisory Board and is the Coordinator for Speaking Consulting Network’s Spotlight on Speaking and Speaker Showcase programs.
Because of her contributions to the industry of dentistry, Debra received the Kay Moser Distinguished Service Award given by the American Dental Assistants Association. She has also been chosen as one of the Top 25 Women in Dentistry by Dental Products Report and is the 2015 recipient of the Gordon Christensen Lecturer Recognition award.
Treatment Presentation Skills to Increase Case Acceptance
Speaker: Debra Engelhardt Nash
This comprehensive course is designed for dental professionals seeking to enhance their ability to present treatment recommendations effectively and increase patient case acceptance rates. Through a blend of communication strategies, visual demonstration techniques, and practical financial discussions, participants will gain the confidence and skills necessary to support patients in making informed decisions about their oral health.
The course focuses on building rapport, simplifying complex information, and addressing patient concerns to foster trust and improve patient outcomes. This program goes beyond scripts and “selling” – focusing on establishing patient relationships and communication skills that patients understand and believe in.
Treatment Presentation Skills to Increase Case Acceptance
Presenter: Debra Engelhardt Nash
Course Description:
This comprehensive course is designed for dental professionals seeking to enhance their ability to present treatment recommendations effectively and increase patient case acceptance rates. Through a blend of communication strategies, visual demonstration techniques, and practical financial discussions, participants will gain the confidence and skills necessary to support patients in making informed decisions about their oral health.
The course focuses on building rapport, simplifying complex information, and addressing patient concerns to foster trust and improve patient outcomes. This program goes beyond scripts and “selling” – focusing on establishing patient relationships and communication skills that patients understand and believe in.
Course Learning Objectives:
- Develop strategies to establish rapport and trust with patients during consultations.
- Learn to communicate treatment plans using clear, simple, and non-technical language.
- Incorporate visual aids and demonstrations to enhance patient understanding and engagement.
- Effectively address patient questions, concerns, and misconceptions to encourage informed decision-making.
- Identify techniques to highlight the value and benefits of recommended treatments relevant to each patient’s goals and lifestyle.
- Present financial and payment options transparently to minimize barriers to acceptance.
Emme Sanders brings over 30 years of leadership experience and concierge-level service to the dental community through speaking, coaching and writing. By applying her chairside clinical and presentation skills outside the operatory, Emme reached higher in her profession to become a trainer for Dexis Digital Radiography and Imaging, achieve ACE Certification and develop a thriving coaching career.
With hands-on experience in dental practices from boutique to bread and butter, Emme understands the delicate balance of clinical periodontal therapy coupled with esthetic dentistry. Emme is an expert at treatment coordinating and case presentation skills to help patients say yes to optimal care. Her greatest passion is activating dental teams to realize their potential, strategically developing goals, and achieving higher levels of success.
Emme holds an active membership with Speaking and Consulting Network, Academy of Dental Practice Managers, and most recently was Dr. BiCuspids 2023 Hygiene Educator of the Year finalist. In 2025, she was honored as a Denobi Award winner. Emme has developed a thriving career providing her knowledge and expertise to dental practices all across the United States and Canada.
Emme’s published book Welcome to Work: Inspiring Positive Change in the Workplace debunks the myth that work has to be a four-letter word by inspiring and leading a healthy workplace. Emme provides a roadmap for leaders, team members, and organizations ready to embark on a transformative journey. This book shares personal anecdotes, stories, and experiences that motivate leaders to make the workplace inviting again.
Hygiene Growth Plan and AI Utilization for Office Managers
Speaker: Emme Sanders
Office managers are asked to grow the hygiene department while balancing staffing, schedules, and patient expectations. This 2-hour course focuses on two high-impact areas that move results quickly: hygiene benchmarks for growth and utilizing AI for success.
First, we’ll simplify hygiene benchmarks into a practical “scoreboard” office managers can use immediately, what to track, what the numbers are truly indicating, and the most common workflow gaps that hold growth back (open time, weak reappointment systems, inconsistent periodontal follow-up, and unclear hygiene-to-doctor handoffs).
Then we’ll shift to execution: how to use AI as a support tool to streamline workflow, reduce administrative burden, and improve consistency across the patient experience.
Hygiene Growth Plan and AI Utilization for Office Managers
Presenter: Emme Sanders
Course Description:
Office managers are asked to grow the hygiene department while balancing staffing, schedules, and patient expectations. This 2-hour course focuses on two high-impact areas that move results quickly: hygiene benchmarks for growth and utilizing AI for success.
First, we’ll simplify hygiene benchmarks into a practical “scoreboard” office managers can use immediately, what to track, what the numbers are truly indicating, and the most common workflow gaps that hold growth back (open time, weak reappointment systems, inconsistent periodontal follow-up, and unclear hygiene-to-doctor handoffs).
Then we’ll shift to execution: how to use AI as a support tool to streamline workflow, reduce administrative burden, and improve consistency across the patient experience.
Course Learning Objectives:
Participants will leave with a:
- Shortlist of benchmark targets
- Set of practical AI workflow use-cases and templates
- Focused 30-day action plan to improve hygiene performance
Brenda McNulty is a nationally sought-after dental consultant and speaker with more than 30 years of experience transforming practices of every size and specialty. As the owner of DSO FACTS and Root and Vine Specialty Dental Consulting, she is known for blending deep industry expertise with humor, real-world strategies, and an energetic teaching style that keeps audiences engaged and inspired.
Brenda specializes in building strong systems, developing confident leaders, and helping teams elevate performance with clarity and accountability. Her sessions are lively, practical, and refreshingly honest, which make her a favorite among dental professionals who want to learn, laugh, and leave empowered.
Becoming a Dental Machine - How Implementing Systems Can Scale Your Practice
Speaker: Brenda McNulty
During this course, you will hear why implementing systems into your practice that have been tested and replicated are the answer to your biggest challenges. Learn how emerging groups and DSO’s have been able to utilize and create systems that can be replicated in numerous practices for success.
Becoming a Dental Machine – How Implementing Systems Can Scale Your Practice
Presenter: Brenda McNulty
Course Description:
During this course, you will hear why implementing systems into your practice that have been tested and replicated are the answer to your biggest challenges. Learn how emerging groups and DSO’s have been able to utilize and create systems that can be replicated in numerous practices for success.
Course Learning Objectives:
- What is a system and why are they so important?
- Learn what systems you will need in your practice.
- Learn how to create Standard Operating Procedures (SOPs) for your practice.
- Discover why emerging groups are thriving by utilizing standardized systems within their dental organizations.
President, Total Patient Service Institute
Every top team has a top coach. Pam Peterson is the coach! Having coached top practices for over 30 years, Pam is known as one of the most effective coaches of top dental practice leaders. As President of The Total Patient Service Institute (ToPS), Pam leads dentistry’s top coaching team, helping practices hear “Yes” more often from their patients. Come listen, laugh and learn from dentistry’s top coach as you take your leadership skills to the top!
Secrets of Leading a Top Team
Speaker: Pam Peterson — President, Total Patient Service Institute
Top leaders build and lead top practices. It all starts at the top…with you! Discover the habits of the best office managers and team leaders who get top results, including:
- The #1 biggest mistake average office managers make. Avoid it at all costs.
- Women leading women. What no one else will tell you and what you need to do to lead effectively.
- Managing up. How to effectively manage your doctor so your doctor can lead effectively.
- Never cross this line. If you do, you’re done.
- Your leadership strategy. How to create it. How to execute it.
- The Bad Behavior Battle Plan. Correct it or be destroyed by it.
- The most important 1 hour of your week. Miss it to your detriment.
- And much, much more!
Secrets of Leading a Top Team
Presenter: Pam Peterson — President, Total Patient Service Institute
Course Description:
Top leaders build and lead top practices. It all starts at the top…with you! Discover the habits of the best office managers and team leaders who get top results including:
- The #1 biggest mistake average office managers make. Avoid it at all costs.
- Women leading women. What no one else will tell you and what you need to do to lead effectively.
- Managing up. How to effectively manage your doctor so your doctor can lead effectively.
- Never cross this line. If you do, you’re done.
- Your leadership strategy. How to create it. How to execute it.
- The Bad Behavior Battle Plan. Correct it or be destroyed by it.
- The most important 1 hour of your week. Miss it to your detriment.
- And much, much more!
Course Learning Objectives:
- Understand the habits of top practice leaders.
- Develop a plan for effective daily leadership habits.
- Increase leadership confidence with proven strategies for results.
Meridith Elliot Powell is a Hall of Fame Speaker, Million Dollar Speaker, award-winning author, and former C-Suite executive who knows firsthand what it takes to turn disruption into opportunity. With more than 25 years of business leadership experience, Meridith has built her career on helping organizations and leaders learn to thrive in uncertainty.
Her obsession with one word — change — inspired her groundbreaking research and her proven system, ASK for CHANGE, a methodology designed to turn fear into fuel and uncertainty into competitive advantage.
A methodology that consistently leads to:
- Consistent 30–40% sales growth
- Stronger, deeper leadership pipelines
- Clear, defendable competitive advantage
Through her work, Meridith uncovered a powerful truth: the most successful companies and leaders don’t resist change—they Ask for it. They adapt their perspective, focus on people, and commit to process. It’s a system that delivers measurable results—driving consistent growth, building stronger teams, and creating cultures built for the pace of today’s disruption.
Having led through economic downturns, industry shakeups, and corporate transformations, Meridith brings the perfect blend of real-world business acumen and inspiring stage presence. She’s been recognized by her peers as one of the most in-demand speakers in the world and worked with some of the most trusted brands in the world to help their teams navigate change and grow through it.
Today, through her ASK for CHANGE methodology, Meridith helps leaders and organizations worldwide embrace change, inspire innovation, and turn uncertainty into their greatest strategic advantage.
Website: www.meridithelliottpowell.com
Leadership Redefined: Ownership, Engagement, Results
Speaker: Meridith Elliott Powell
Employee engagement trumps customer engagement — every single time. Although it may appear counterintuitive at first, transforming attrition into attraction begins with understanding this truth. The relationship you build with your team drives growth far more than the relationship you build with your patients.
In today’s marketplace, there’s so much you can’t control — and the one thing you need most to succeed, a strong and committed dental team, is becoming harder to build and retain. It’s time for a new approach, a fresh mindset, and a set of strategies that redefine what effective leadership looks like in this rapidly shifting environment.
Leadership Redefined: Ownership, Engagement, Results
Presenter: Meridith Elliott Powell
Course Description:
Employee engagement trumps customer engagement — every single time. Although it may appear counterintuitive at first, transforming attrition into attraction begins with understanding this truth. The relationship you build with your team drives growth far more than the relationship you build with your patients.
In today’s marketplace, there’s so much you can’t control — and the one thing you need most to succeed, a strong and committed dental team, is becoming harder to build and retain. It’s time for a new approach, a fresh mindset, and a set of strategies that redefine what effective leadership looks like in this rapidly shifting environment.
In these fast-changing economic times, the dental practices and groups with the strongest talent are the ones best positioned to navigate uncertainty, exceed patient expectations, and leave the competition behind.
The fastest path to profitability and long-term growth is directly tied to the quality and engagement level of your team. In this dynamic breakout session, business growth strategist Meridith Elliott Powell shares modern leadership development strategies that will help you recruit top talent even in challenging markets, build culture in hybrid or virtual settings, create loyalty, and spark passion in an era where turnover has become the norm.
Course Learning Objectives:
- Why Today’s Employees Are Different : Understand the shift in workplace expectations and learn leadership strategies to deliver what today’s workforce wants — consistently and effectively.
- Proven Talent Attraction Strategies : Discover how to draw the best and brightest to your practice, even in highly competitive or understaffed environments.
- Innovative Culture-Building Techniques: Learn how to build a thriving culture in a virtual or hybrid world — plus the secrets to making employees want to return to the office.
- Team Engagement That Drives Results: Master the tactics for developing a team that is as committed and passionate about your practice’s growth as you are.
- Your Personal Leadership Action Plan : Walk away with a step-by-step plan to transform turnover into loyalty and attraction.
Kara D. Kelley, SPHR, SHRM-SCP, is a nationally recognized HR advisor, thought leader, speaker, and the CEO of Clinical HR. With more than 13 years of experience as a Fractional HR Business Partner for private practices and emerging dental groups, she blends deep industry knowledge with strategic HR leadership and sharp, memorable storytelling. Her background includes significant work with start-ups and buyer-side acquisitions, giving leaders the clarity to navigate HR compliance, benefits decisions, and culture integration during periods of transition.
Kara transforms complex HR compliance into leadership clarity – showing dental executives how to reduce risk, strengthen culture, and build consistently high-performing teams. Her background in both human resources and the business of dentistry allows her to speak the industry’s language, challenge outdated assumptions, and deliver guidance that leaders can immediately apply. Audiences consistently praise her ability to make high-stakes HR topics relatable and engaging as she guides leaders to make intentional people decisions and prepare their teams for the future of dentistry.
Compete With Culture: Retention Strategies For High-Performing Teams
Speaker: Kara Kelley
In today’s hyper-competitive job market, a strong practice culture and a clear employee value proposition are critical to attracting and retaining top talent. This session empowers practice leaders to create a workplace that supports employee engagement and loyalty to build and sustain high-performing teams. Practice leaders will learn how to intentionally design an irresistible practice culture that employees love, patients praise, and competitors can’t copy – without relying solely on compensation increases or “pizza party perks” that fail to drive long-term performance.
Rather than focusing on trends or theory, this session delivers practical, HR-grounded strategies leaders can apply immediately to strengthen accountability, improve execution, and reduce preventable turnover that disrupts team performance.
Compete With Culture: Retention Strategies For High-Performing Teams
Presenter: Kara Kelley
Course Description:
In today’s hyper-competitive job market, a strong practice culture and a clear employee value proposition are critical to attracting and retaining top talent. This session empowers practice leaders to create a workplace that supports employee engagement and loyalty to build and sustain high-performing teams. Practice leaders will learn how to intentionally design an irresistible practice culture that employees love, patients praise, and competitors can’t copy – without relying solely on compensation increases or “pizza party perks” that fail to drive long-term performance.
Rather than focusing on trends or theory, this session delivers practical, HR-grounded strategies leaders can apply immediately to strengthen accountability, improve execution, and reduce preventable turnover that disrupts team performance.
Course Learning Objectives:
- Understand how practice culture directly impacts employee recruitment, retention, performance, and financial stability
- Identify the most common culture-driven retention risks in dental practices – and how leadership behaviors contribute to them
- Design an employee experience that supports engagement through onboarding, development, communication, and recognition
- Align policies, benefits, and expectations to reinforce a culture that encourages employees to stay, grow, and contribute long-term
Thursday Afternoon Education Powered by Industry Leaders
Kirk Teachout is a bestselling author, podcast host of Management Unfiltered with Zach Shelley, and dental business coach known for helping practices grow in new and creative ways.
Drawing from his background as an artist, music producer, and manager for artists featured on American Idol and The Voice, Kirk brings out-of-the-box thinking to dentistry. Through his latest venture, The Seven Figure Dentist, he combines creative strategies with proven business systems that have allowed his wife’s 7-Figure practice to operate only 3 days a week and generate an increase of over $8.3 million for his clients in the past 2 years.
Your Office Has a Numbers Problem: The KPI System That Let Me Step Away All Year
Speaker: Kirk Teachout - Dental Business Coach
If your practice feels stressful, unpredictable, or constantly behind, it’s probably not because your team doesn’t care. It’s because nobody knows what winning looks like. In this course, I’ll show you the KPI system that let me step away all year while my practice stayed on track. You’ll leave knowing the few numbers that actually matter, how each one ties to a specific person, and how to build a weekly rhythm that creates clarity, accountability, and consistent results.
Your Office Has a Numbers Problem: The KPI System That Let Me Step Away All Year
Presenter: Kirk Teachout
Course Description:
If your practice feels stressful, unpredictable, or constantly behind, it’s probably not because your team doesn’t care. It’s because nobody knows what winning looks like. In this course, I’ll show you the KPI system that let me step away all year while my practice stayed on track. You’ll leave knowing the few numbers that actually matter, how each one ties to a specific person, and how to build a weekly rhythm that creates clarity, accountability, and consistent results.
Learning Objectives:
- Identify how each number in the practice is directly tied to a specific person and apply targeted training to manipulate that number.
- Establish a simple KPI scoreboard that creates clarity, accountability, and predictable performance across the entire team.
- Implement a weekly numbers rhythm that allows the practice to run efficiently without constant doctor involvement.
Brought to you by Dental Intelligence
Mark Rasmussen is the CEO and co-founder of Moolah, a dental-focused payment technology company built to modernize how dental practices collect and manage patient payments. With nearly 30 years of experience in the electronic payments industry, Mark has worked closely with thousands of dental offices to help improve payment workflows, reduce operational friction, and enhance the patient experience.
Mark is passionate about educating office managers and practice leaders on the evolving economics of dental payments and the role technology plays in supporting efficient, patient-friendly operations.
Modernizing Payments in the Dental Office: Technology, Compliance, and Patient Experience
Speaker: Mark Rasmussen - CEO
Payments are a critical yet often overlooked part of dental practice operations. As patient expectations evolve and payment technology continues to advance, dental offices are being challenged to rethink how payments are collected, managed, and communicated.
In this one-hour CE-eligible session, attendees will explore what it truly means to modernize payments in the dental office. The course will examine the full payment journey—from in-office transactions to statements and follow-ups—and identify common breakdowns that lead to staff inefficiencies, posting errors, and extended accounts receivable cycles.
Modernizing Payments in the Dental Office: Technology, Compliance, and Patient Experience
Presenter: Mark Rasmussen
Course Description:
Payments are a critical yet often overlooked part of dental practice operations. As patient expectations evolve and payment technology continues to advance, dental offices are being challenged to rethink how payments are collected, managed, and communicated.
In this one-hour CE-eligible session, attendees will explore what it truly means to modernize payments in the dental office. The course will examine the full payment journey—from in-office transactions to statements and follow-ups—and identify common breakdowns that lead to staff inefficiencies, posting errors, and extended accounts receivable cycles.
Participants will gain a high-level understanding of how modern payment technology can improve operational efficiency, enhance the patient experience, and support more consistent collections. The session will also include an educational overview of payment cost management strategies, including compliant surcharging and dual pricing, with a focus on transparency, communication, and compliance considerations.
Designed specifically for dental office managers and practice administrators, this course provides practical insights attendees can apply immediately to evaluate and improve their current payment processes.
Learning Objectives:
- Describe how dental payment workflows and patient payment expectations have evolved in recent years.
- Identify common breakdowns in the dental payment process that contribute to staff inefficiencies, posting errors, and delayed collections.
- Explain how modern payment technology can improve operational efficiency while enhancing the patient experience.
- Compare high-level payment cost management strategies, including compliant surcharging and dual pricing, and understand their operational and communication considerations.
- Recognize the importance of transparency, consistency, and compliance when implementing changes to payment processes.
- Evaluate key factors dental practices should consider when assessing payment technology solutions for their office.
Brought to you by Moolah
Steven J. Anderson coaches top performing teams in dentistry with proven systems that create a “Yes” to comprehensive care. He is Founder of the Total Patient Service Institute, Crown Council, and Smiles for Life Foundation. Get ready to laugh and build your skill level as you learn from one of the most entertaining, fun, and insightful presenters in dentistry.
“I Hate Morning Huddles!”
Speaker: Steven J. Anderson
How you start the day can determine the course of the day. If you’ve ever watched a morning meeting spin out control, the whole day seemed to follow. How you lead the team out of the starting gate can determine the team’s direction all day.
Start your day the right way when you Discover…
- The natural law that determines you and your team’s success path every day.
- The most important question that will determine the course of your day.
- Violate this rule and your day is guaranteed to spin out of control.
- The Olympic Gold Medal secret that will transform your performance.
- The one number you need to know and live by.
“I Hate Morning Huddles!”
Presenter: Steven J. Anderson
Course Description:
How you start the day can determine the course of the day. If you’ve ever watched a morning meeting spin out control, the whole day seemed to follow. How you lead the team out of the starting gate can determine the team’s direction all day.
Start your day the right way when you Discover…
- The natural law that determines you and your team’s success path every day.
- The most important question that will determine the course of your day.
- Violate this rule and your day is guaranteed to spin out of control.
- The Olympic Gold Medal secret that will transform your performance.
- The one number you need to know and live by.
And much, much more.
Get started the right way every day. It all starts with YOU!
Learning Objectives:
- Describe how effective morning huddle leadership influences team focus, productivity, and the overall success of the workday.
- Identify the key question and leadership behaviors that set the direction and tone for a productive day.
- Apply a simple performance principle and key metric to prevent common morning huddle breakdowns and improve daily execution.
Brought to you by MaxAssist
Dr. Stephanie Gans is a distinguished general dentist with over a decade of experience in the dental industry. A proud graduate of The Ohio State University’s College of Dentistry in 2013, she further honed her expertise by completing a General Practice Residency at Saint Vincent Charity Hospital. Before joining Procter & Gamble in the Fall of 2018, Dr. Gans practiced dentistry in her hometown of Cleveland, Ohio, where she developed a strong foundation in patient care and clinical excellence.
In her current role as Senior Scientist and Professional and Scientific Relations Manager for Crest + Oral-B, Dr. Gans is dedicated to empowering dental professionals by educating them on the latest advancements in oral care technology, with a focus on paste and power brushing innovations. With over seven years of experience collaborating with key opinion leaders and national associations in the dental field, she excels in providing comprehensive education and training for speakers. Dr. Gans herself is adept at presenting the science through various platforms, including article writing, presentations, podcasts, and more, ensuring that complex information is accessible and engaging for both professional and consumer-facing audiences.
Through her unwavering commitment to advancing oral health and her passion for education, Dr. Gans continues to make a meaningful impact in the dental community. Her efforts not only enhance professional knowledge but also contribute to improved patient outcomes across the industry.
Compliance That Converts: Power Brushes, Paste and Practice Success
Speaker: Stephanie Gans, DDS - Senior Scientist, Crest + Oral-B
Patient compliance is one of the most powerful – and underleveraged – drivers of long-term practice success. This course explores how recommending oscillating-rotating power toothbrushes, combined with Stannous Fluoride paste can elevate daily oral care, help provide more predictable clinical outcomes, and strengthen patient trust.
Attendees will explore how consistent home care compliance supports practice growth by improving retention and creating opportunities for sustainable revenue. Designed for dental office managers this session provides practical insights into aligning preventive care recommendations with overall practice success.
Compliance that Converts: Power Brushes, Paste and Practice Success
Presenter: Stephanie Gans, DDS
Course Description:
Patient compliance is one of the most powerful – and underleveraged – drivers of long-term practice success. This course explores how recommending oscillating-rotating power toothbrushes, combined with Stannous Fluoride paste can elevate daily oral care, help provide more predictable clinical outcomes, and strengthen patient trust.
Attendees will explore how consistent home care compliance supports practice growth by improving retention and creating opportunities for sustainable revenue. Designed for dental office managers this session provides practical insights into aligning preventive care recommendations with overall practice success.
Learning Objectives:
- Explain the benefits of oscillating-rotating power toothbrushes and stannous fluoride toothpaste.
- Identify how improved patient compliance with recommended home care tools supports long-term practice success through prevention, patient satisfaction and retention.
- Apply practical strategies for integrating power brushes and toothpaste recommendations into the practice workflow to support revenue growth and consistent patient messaging.
Brought to you by Crest + Oral-B / Procter & Gamble
Lindsay Newhouse, RDH, is a leading practice coach with the Total Patient Service Institute (ToPS), working with top practices to hear “Yes” more often from their patients. With a lifetime of experience in dentistry, Lindsay has worked and coaches in every area of team case acceptance success.
3 Hidden Profit Centers: Boost Your Team's Performance NOW!
Speaker: Lindsay Newhouse, RDH
Discover 3 of the most overlooked profit centers in dentistry that:
- Almost every patient wants,
- Every office should be offering, with
- Unlimited opportunity for practice growth
3 Hidden Profit Centers: Boost Your Team’s Performance NOW!
Presenter: Lindsay Newhouse, RDH
Course Description:
Discover 3 of the most overlooked profit centers in dentistry that:
- Almost every patient wants,
- Every office should be offering, with
- Unlimited opportunity for practice growth
Learning Objectives:
- Overlooked Case Acceptance Tool: Tap into the most underutilized case acceptance tool in dentistry that will unlock production and profit NOW!
- Hidden profit center! The most underutilized, profitable procedure in dentistry. Boost your production now with these proven systems for treatment acceptance.
- Wrong question! How to add thousands to your production by changing one simple question around one simple procedure everyone needs and not enough are getting.
- Everybody has it! Everybody needs it! How to give patients a higher level, better quality, faster, more convenient option for treating the most wide-spread disease in the world!
Brought to you by Ultradent Products, Inc.
Cassie Tallon is a Fractional COO, specializing in pairing high-impact fractional leaders with growing businesses. With over 20 years of experience as a marketing and operations leader, Cassie has built a strong reputation for driving strategic growth and operational efficiency across both the Dental and Hospitality industries. Her start in dental began as an office manager.
Known for her visionary leadership, Cassie thrives in complex business environments where she translates data-driven insights into clear, actionable strategies. Her work has consistently elevated brand identity while delivering measurable outcomes in patient acquisition, market expansion, and financial performance. She has a proven track record of managing large-scale projects, leading cross-functional teams, and cultivating a culture of innovation that fosters continuous improvement.
Cassie excels at aligning marketing initiatives with business goals, resulting in accelerated growth, improved brand visibility, and stronger customer engagement. She is passionate about helping organizations reach their full potential—whether through comprehensive go-to-market strategies, leading M&A integrations, or optimizing operational workflows. Her commitment to excellence is evident in every facet of her work.
From First Click to Loyal Patient: How Automation Is Transforming the Dental Patient Journey
Speaker: Cassie Tallon
The modern dental patient expects a seamless, responsive experience long before they sit in your chair and well after they leave it. But most practices are still relying on manual touchpoints, inconsistent follow-up, and reactive communication to manage a journey that demands precision and personalization at scale.
In this session, we walk through the complete patient journey from first inquiry to long-term loyalty and show exactly where intelligent automation is eliminating friction, recovering lost revenue, and creating the kind of consistent experience that builds trust and fills schedules. Whether you are a single-location practice or scaling a multi-site group, the right automation strategy is not just a nice-to-have. It is the operational backbone of a thriving practice.
From First Click to Loyal Patient: How Automation Is Transforming the Dental Patient Journey
Presenter: Cassie Tallon
Course Description:
The modern dental patient expects a seamless, responsive experience long before they sit in your chair and well after they leave it. But most practices are still relying on manual touchpoints, inconsistent follow-up, and reactive communication to manage a journey that demands precision and personalization at scale.
In this session, we walk through the complete patient journey from first inquiry to long-term loyalty and show exactly where intelligent automation is eliminating friction, recovering lost revenue, and creating the kind of consistent experience that builds trust and fills schedules. Whether you are a single-location practice or scaling a multi-site group, the right automation strategy is not just a nice-to-have. It is the operational backbone of a thriving practice.
This course bridges the gap between technology awareness and true implementation readiness. You will leave with a framework you can apply immediately and a 30-day roadmap to start moving.
Learning Objectives:
Upon completion of this course, participants will be able to:
- Identify the seven critical touchpoints of the modern dental patient journey and the automation opportunities at each stage.
- Understand how AI-powered patient communication tools reduce no-shows, increase confirmation rates, and create personalized patient experiences without adding staff burden.
- Explore how smart scheduling and predictive analytics can optimize chair time, reduce gaps, and flag at-risk patients before they fall through the cracks.
- Learn how automated recall and reactivation sequences turn dormant patient lists into immediate revenue without cold-call stress on your front office team.
- Discover how treatment plan follow-up automation improves case acceptance by keeping proposals warm through multi-touch, multi-channel outreach.
- Evaluate the foundational infrastructure requirements, including clean data, integrated systems, and trained staff, that must be in place before automation can deliver its full ROI.
- Walk away with a phased implementation roadmap you can begin applying within 30 days of returning to your practice.
Brought to you by Curve Dental
Zachary Shelley began his career as a professional skateboarder, dedicating over 15 years to the sport before transitioning into dentistry in 2009 as a dental technician. In 2020, he expanded his expertise into dental practice management, where he discovered a passion for helping practices grow and thrive.
With a proven track record in the dental industry, Zachary is known for his ability to connect with teams, streamline operations, and drive meaningful growth. Outside of work, he enjoys spending quality time with his family and living life with purpose and balance.
From Chaos to Cash: The Office Manager’s RCM Playbook
Speaker: Zachary Shelley
Getting paid shouldn’t feel like a daily fire drill. In this 75-minute session, Zachary Shelley breaks Revenue Cycle Management (RCM) into a simple, repeatable workflow that office managers can run—regardless of which PMS your practice uses. You’ll learn where money gets stuck (and why), how to prevent the most common claim and billing breakdowns, and how to tighten the handoffs between clinical documentation, estimates, claim submission, insurance follow-up, and patient collections.
This course is designed for mixed experience levels: we’ll start with a quick “RCM reality check” to establish shared language, then move into practical playbooks to improve clean claims, reduce denials and rework, accelerate insurance + patient payments, and create a consistent cadence for A/R follow-up—without burning out your front office team. Expect checklists, role-based routines, and “Monday morning” changes you can implement immediately. No hard sales—just proven RCM fundamentals and workflow improvements.
From Chaos to Cash: The Office Manager’s RCM Playbook
Presenter: Zachary Shelley
Course Description:
Getting paid shouldn’t feel like a daily fire drill. In this 75-minute session, Zachary Shelley breaks Revenue Cycle Management (RCM) into a simple, repeatable workflow that office managers can run—regardless of which PMS your practice uses. You’ll learn where money gets stuck (and why), how to prevent the most common claim and billing breakdowns, and how to tighten the handoffs between clinical documentation, estimates, claim submission, insurance follow-up, and patient collections.
This course is designed for mixed experience levels: we’ll start with a quick “RCM reality check” to establish shared language, then move into practical playbooks to improve clean claims, reduce denials and rework, accelerate insurance + patient payments, and create a consistent cadence for A/R follow-up—without burning out your front office team. Expect checklists, role-based routines, and “Monday morning” changes you can implement immediately. No hard sales—just proven RCM fundamentals and workflow improvements.
Learning Objectives:
By the end of this session, attendees will be able to:
- Identify the highest-impact RCM “revenue leaks” in their practice (verification gaps, estimate errors, missing documentation/attachments, follow-up drift, patient balance breakdowns) and match each to a concrete fix.
- Apply a clean-claim checklist to standardize pre‑visit verification, clinical documentation handoffs, and claim submission readiness to reduce denials and resubmissions.
- Build a simple A/R operating rhythm (who works what, when, and how) for insurance and patient balances that keeps accounts moving week to week.
- Improve patient collections without damaging trust by aligning estimates, financial conversations, statements, and follow‑up cadence into one consistent process.
- Select and monitor the right RCM KPIs (e.g., denial rate, days in A/R, clean-claim rate, collection rate) to prove progress and coach the team sustainably.
Brought to you by Henry Schein One
Jim DiMarino, DMD, MSEd, CDC, FACD
Dr. DiMarino is an international speaker and the Chief Executive Officer at Practice Booster and eAssist Publishing, LLC. He holds a dental degree and masters degree in education from the University of Pennsylvania. He completed a General Practice Residency, became a solopreneur practicing general dentistry, all while researching and implementing advanced dental technologies and consulting as a Dentrix and Schick trainer. Dr. DiMarino has worked in the dental insurance industry as a dental claims reviewer, a State Dental Director, and as a National Dental Director. In 2018 he completed the certification requirements to become an AADС Certified Dental Consultant.
Dr. DiMarino served as the Director of Medical Affairs for GlaxoSmithKline ensuring the effective deployment of safety/compliance/governance standards across GSKs Consumer Healthcare business which included: Sensodyne, ProNamel, Biotene, Parodontax, and Aquafresh in the USA, Canada, and Puerto Rico. As the Director of Clinical Affairs for Premier Dental Products, Dr. DiMarino coordinated product launch strategies, sales team and dealer representative training, led their key opinion leader (KOL) engagement program, and participated in new product development. Dr. DiMarino is also a patented inventor, trainer, educator, publisher, and lecturer, having presented across the USA, Japan, Germany, London, Poland, Mexico, and Finland. International speaker, clinical dentist, inventor, researcher, former National Dental Insurance Director, claims/coding specialist, and an AADC Certified Dental Consultant.
Tiffany Wesley, FAADOM
As the Integrator at Practice Booster and Dental Zing, Tiffany works hand in hand with the team to create results through organizational transparency, cross-department integration, communication, and consistency. She oversees content creation, serves as a contributor/editor for the Confidence series publications, and is a main contributor and curriculum creator for Practice Booster training programs.
Tiffany also serves as a Practice Booster Advisor and Speaker, empowering dental teams with confidence in insurance administration and dental coding. She began her journey in dentistry in 2004 and is the Founder and CEO of Elevation Dental Consulting, LLC as well as a Robbins-Madanes Trained Coach in Strategic Intervention. Tiffany is a Fellow of the American Association of Dental Office Management and a member of the AADOM Speaker/ Consultant Alliance and Speaking Consulting Network.
Dental Administration With Confidence: What Your Team Doesn’t Know Is Costing You
Speakers: Jim DiMarino, DMD, MSEd, CDC, FACD & Tiffany Wesley, FAADOM
Dental practices often experience denied claims, revenue loss, compliance concerns, and confused patients, even when teams are hardworking and experienced. These challenges are rarely due to a lack of effort. Instead, they stem from gaps in training, outdated administrative systems, and an incomplete understanding of dental insurance processes.
Rather than focusing on rule memorization, this course emphasizes system awareness, risk identification, and practical decision-making. If you’re looking for clarity and confidence when it comes to insurance, this course will better equip you to recognize vulnerabilities, reduce costly errors, support your teams effectively, and identify next steps toward building consistent, reliable, and compliant insurance administration.
Dental Administration With Confidence: What Your Team Doesn’t Know Is Costing You
Presenters: Jim DiMarino, DMD, MSEd, CDC, FACD & Tiffany Wesley, FAADOM
Course Description:
Dental practices often experience denied claims, revenue loss, compliance concerns, and confused patients, even when teams are hardworking and experienced. These challenges are rarely due to a lack of effort. Instead, they stem from gaps in training, outdated administrative systems, and an incomplete understanding of dental insurance processes.
Rather than focusing on rule memorization, this course emphasizes system awareness, risk identification, and practical decision-making. If you’re looking for clarity and confidence when it comes to insurance, this course will better equip you to recognize vulnerabilities, reduce costly errors, support your teams effectively, and identify next steps toward building consistent, reliable, and compliant insurance administration.
Cassie excels at aligning marketing initiatives with business goals, resulting in accelerated growth, improved brand visibility, and stronger customer engagement. She is passionate about helping organizations reach their full potential—whether through comprehensive go-to-market strategies, leading M&A integrations, or optimizing operational workflows. Her commitment to excellence is evident in every facet of her work.
Learning Objectives:
- Discover where well-meaning dental teams unknowingly lose money, time, and protection.
- Learn why insurance confusion, claim issues, and AR problems repeat—even in “great” offices.
- See what separates practices that guess from practices that operate with confidence.
Brought to you by Practice Booster
Dr. Kami Hoss is a UCLA and USC-trained orthodontist, entrepreneur, bestselling author, and CEO of SuperMouth — the world’s first complete, systems-based oral care product line covering every patient a practice sees: kids, expecting mothers, adults, and orthodontic patients.
With over 300 patents, three decades of clinical experience, and a deep background in craniofacial biology, Dr. Hoss has dedicated his career to solving the gap between what dentistry knows about oral health and what patients actually do at home.
He speaks nationally at major dental conferences and serves on the UCLA School of Dentistry Board of Counselors. He is a member of the AAO and ADA and a continuing education provider.
Why Your Patients Trust You Most — And Buy from You Least
Speaker: Dr. Kami Hoss, DDS, MS
Dental offices are the most trusted health authority in their patients’ lives — and yet most practices are involved in their patients’ oral health just two days a year. The other 363 days, patients are on their own: buying products from Amazon, following influencer recommendations, and making uninformed decisions that often work against the very outcomes their dental team is trying to achieve.
This session exposes why that gap exists, why it’s costing practices clinically and financially, and exactly what to do about it. Attendees will learn why dental disease remains the world’s most prevalent chronic condition despite 1,500+ brands, the fundamental science behind how cavities form and what oral care products actually do — and don’t do — and why most of what patients feel when they use those products is engineered sensation rather than therapeutic function.
Why Your Patients Trust You Most — And Buy from You Least
Presenter: Dr. Kami Hoss, DDS, MS
Course Description:
Dental offices are the most trusted health authority in their patients’ lives — and yet most practices are involved in their patients’ oral health just two days a year. The other 363 days, patients are on their own: buying products from Amazon, following influencer recommendations, and making uninformed decisions that often work against the very outcomes their dental team is trying to achieve.
This session exposes why that gap exists, why it’s costing practices clinically and financially, and exactly what to do about it. Attendees will learn why dental disease remains the world’s most prevalent chronic condition despite 1,500+ brands, the fundamental science behind how cavities form and what oral care products actually do — and don’t do — and why most of what patients feel when they use those products is engineered sensation rather than therapeutic function.
More importantly, attendees will leave with a complete business case for redirecting their patients’ existing oral care spending back through the practice: in-office and passive online revenue streams, subscription income that meaningfully increases practice valuation, and a specialty multiplier that turns a child patient into an entire household relationship. Practical, science-based, and immediately actionable.
Learning Objectives:
- Identify why the current oral care product model costs the practice money and erodes patient outcomes — and leave with a compelling, ready-to-use case for immediate change.
- Describe the basic science of how cavities form and what separates a clinically effective oral care product from a marketing-driven one — well enough to answer patient questions and reinforce hygiene team messaging.
- Recognize the most common oral care marketing tactics — including misleading ‘natural’ claims, foaming agents, high-alcohol mouthwashes, and contaminated hydroxyapatite sources — and communicate these distinctions clearly to patients and colleagues.
- Build a practical business case for practice-based oral care recommendations, including in-office retail, passive website revenue, and subscription income models, with specific numbers to present to a doctor or DSO owner.
- Identify how recurring oral care subscription revenue differs from procedure-based revenue in practice valuation discussions, and use that distinction as a strategic talking point with ownership.
- Design a team-wide recommendation protocol that extends the practice’s trusted voice into the patient’s daily home routine across all staff roles — from front desk to treatment coordinator to clinical team.
Brought to you by SuperMouth