Free for registered Dental Students & Residents!

Ms. Carrie Webber

Ready to Launch: Practice and Growth Strategies for New Dentists

9 - 10:30 a.m.

Abraham Lincoln said "The best way to predict your future is to create it." What are you doing right now, at the very beginning of your dental career, to ensure success in your practicing life? In this course, dental business leaders, owners and practitioners will study key components to successfully fulfill their ideal practicing vision.
Components like:
The why and how behind establishing and communicating your purpose and vision;
The leadership skills necessary in both leading processes and people; and
Key management and marketing systems to streamline now for continued growth.

Mr. Steven Anderson

Why New Dentists Fail

10:30 a.m. - 12 p.m.
Discover the biggest mistakes new dentists make and the secrets that will take
your performance to new levels of success.
Revealed:
• The unknown, epidemic “disease” that creates turnover, disharmony,
and lower case acceptance and what you can do about it.
• How to consistently produce more than you have scheduled.
• The 2 personal obstacles that every new dentist fight and overcome to
achieve long term success.
• The secret of creating and maintaining a winning team.
Learn new skills, grow as a professional and set a new vision for yourself
and your performance now!

Lunch is on your own from 12 – 1 p.m.

Dr. Mark Kleive

Wealth Accumulation for Every Stage of Your Dental Career

1 - 2:30 p.m.

Understanding the stages of a dentist’s financial life cycle and how to prepare for them is an important part of being smart with your money. Almost every dentist begins their career with significant debt, which makes it very challenging to think about - let alone plan for - saving and ultimate financial independence. However, this initial stage of your career shouldn’t cloud your awareness that this is just a part of your financial life cycle and strategic steps can still take you to your preferred future. What if you look at your dental practice as the economic engine that drives the personal financial success for you and your team? This course will emphasize aspects of practice management AND financial strategies proven to ensure your wealth accumulation.
Learning Objectives:
Identify clearly where you are in your own financial life cycle
Understand your practice’s economic engine, existing financial reporting and how to strategically maximize your “nest egg”
Explore the Prosperity Formula and its 5 components
Understand debt and its true cost for your advantage

Mr. Charles Loretto & Ms. Christy Ratcliff

Owning Your Dental Practice: The Bridge to Financial Freedom

2:30 - 4 p.m.

This lecture illuminates the opportunities, options and impact the pandemic has on practice transition goals for both the buyer and seller. 

To help prepare for a successful practice transition, this lecture addresses how to know if you are financially ready to sell or buy and the impact it will have on your earnings and financial future. It will also review important considerations like how-to identify how much of the practice is appropriate for the buyer to purchase and how-to determine if bank financing or owner financing is best. Charles also spends time detailing how the money should be split if you go the partnership route.  The presenter will also show the significant tax advantage practices transitions have for both the buyer and seller based on 2021 tax law. He will offer insight into creative tax planning strategies for both the buyer and seller to help limit liability and increase the bottom line.