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The old proverb states “Early to bed and early to rise, makes a man happy, healthy wealthy and wise” but many of us have likely wondered if we will ever be able to achieve all that simultaneously.
CEO and Founder of BalanceWork-Life, helps individuals, coworkers, and administrators minimize misunderstandings and breakdowns within the work environment in order to establish clear communication which inspires collaboration, cooperation, and consideration.
As a creator of the Guidance Approach, a program that teaches the practical application of conflict resolution skills to enable effective communication within families, Katherine has positively influenced interpersonal relationships for generations and brought about healing and reconciliation in work environments and families suffering from disconnection. Furthermore, by targeting our communication skills and practices, Katherine has been able to zone in on the aspect of our lives which informs every interaction we have, allowing us to take back control over conflict and friction and foster a collaborative and harmonious workplace environment.
Through her comprehensive training programs, popular workshops, best selling Amazon Ebook, TedX talks, and numerous major media appearances, Katherine has taught and coached thousands of parents, educators, social workers, and medical professionals on how to forge stronger relationships. Her work has consistently shed light on the importance of conscious communication, the bedrock of our personal and professional relationships, and the benefit of acknowledgement, affirmation, perspective taking, and reflection in order to prepare the soil for collaborative problem solving and productive conversations.
Whether you are an associate or an owner, this conversation will highlight how partnerships are reshaping what success looks like in dentistry. The profession is evolving, and women are leading the way with new priorities, unique skills, and a more collaborative approach to growth.
In this session, JJ Littrell, Co-Founder and COO of Tuatara, will share how partnerships can create a higher quality of life, greater stability, and lasting value for every dentist. We will explore how practice ownership has changed from what it used to be and why the rise of partnerships will touch every dentist, regardless of where they are in their career.
Attendees will leave with practical insights, a renewed perspective on what partnership in dentistry means and with the tools you need to design a dental career that supports both professional success and personal fulfillment.
JJ Littrell is the Co-Founder and COO of Tuatara, a boutique partnership consulting firm transforming how private dental practices grow with purpose. Tuatara is redefining what modern ownership looks like by helping dentists design, structure, and sustain profitable partnerships that create freedom, legacy, and aligned growth.
As both a business strategist and partner herself, JJ brings a unique blend of financial expertise, operational insight, and real-world empathy to every engagement. Her career spans Fortune 500 companies, top-tier accounting firms, and high-growth startups, where she has led teams of up to ninety people and guided organizations through complex transitions.
Based outside Charlotte, NC, JJ is as passionate about purpose-driven leadership as she is about creating a full life outside of work. Youth sports are her happy place, with adventurous family travel as a close second. She loves exploring new places with the people she loves and always makes time to curl up with a good book, preferably with a beautiful view and a hot cup of tea.
Learn how to organize your financial statements so they are easy to understand and intuitive. We will walk through the profit and loss statement and Balance Sheet together, discussing benchmarks, and identifying where your practice might be overspending or missing opportunities. We’ll then walk through the most common financial issues dental practices face, providing solutions to generate more profit, increasing the bottom line of your dental practice.
MS, MBA, CFP®
Managing Partner and Co-Founder, Moss, Luse & Womble, LLC
Jeff Moss is a Certified Financial Planner™ practitioner and Investment Advisor Representative, bringing over two decades of expertise in financial planning, accounting and wealth management. As Managing Partner and co-founder of Moss, Luse & Womble, LLC, Jeff has dedicated his career to helping business owners and high-net-worth individuals navigate complex financial landscapes with a particular focus on the unique needs of dental professionals.
With a strong academic foundation, Jeff earned his BBA and MBA in Finance and an MS in Financial Planning from Texas Tech University, graduating Summa Cum Laude. His educational background, combined with extensive industry experience, positions him as a sought-after advisor for clients at every stage of their professional lives, from recent dental school graduates to former practitioners enjoying retirement.
Jeff’s career began as a senior analyst at a Dallas-based wealth management firm, where he focused on developing customized planning strategies for C-level executives and business owners. Since then, he has consulted on numerous practice start-ups, acquisitions, sales, and partnership transitions. His expertise extends to multi-scenario retirement decision modeling and complex distribution strategies, essential for clients seeking tailored, tax-efficient financial solutions.
Jeff has served as guest faculty at Texas A&M College of Dentistry for over a decade, and as a CE clinician at dental conferences including the Texas Dental Association Meeting. His speaking engagements span multiple dental society meetings and study clubs, where he shares insights on financial planning, investing, tax strategies and practice management.
Outside of work, Jeff enjoys spending time with his wife, Stefanie, and their three sons. Before becoming a father, Jeff served as the Events Director for the Texas-Oklahoma District of Key Club, a volunteer organization that empowers high school students to engage in community service, a role he held for 19 years. Nowadays, his weekends are filled with coaching his sons’ baseball teams or cheering on the Red Raiders and the Texas Rangers.
In today’s competitive landscape, creating authentic connections with your local community is more important than ever. This course will empower you with practical, cost-effective strategies to build strong relationships, boost your brand, and grow your practice from the ground up. Whether you’re a new practice owner or looking to refresh your marketing approach, you’ll leave with actionable tools to make a lasting impact in your community.
Dr. Grace Yum grew up in Glenview, Illinois and now lives in sunny California. Dr. Grace Yum is the founder and visionary behind Mommy Dentists in Business (MDIB), a thriving online community of over 10,400 members that empowers female dentists who are also mothers to excel both personally and professionally. With a passion for supporting women balancing the demands of dentistry and motherhood, Dr. Yum created MDIB to provide resources, mentorship, and networking opportunities. What began as a Facebook group has now expanded into a popular podcast, live events, and continuing education courses. Under her leadership, MDIB has become a trusted space for thousands of dental professionals seeking to grow their practices while maintaining a fulfilling family life.
In addition to managing the MDIB community, Dr. Yum hosts her own podcast, Mommy Dentists in Business Podcast. With 28 seasons, Dr. Yum’s podcast has been in the iTunes top 100, was ranked number 3 of 15 of the top dental podcasts by Patterson Dental’s Off the Cusp publication, and has been downloaded over 250,000 times. She has won the “Fan Favorite” category on Dental Woo amongst dental podcasts in 2021, 2022, and 2023.
She has quietly become nationally recognized in her field. Dr. Yum has appeared and was featured on TODAY Show on NBC nationally, NBC Chicago as a repeat guest, Parents Magazine, Parenting Magazine, Chicago Parent Magazine. She has also appeared on over 50 podcasts, with topics covering dentistry, work/life balance and business tips for the working mom.
During her spare time, Dr. Yum enjoys spending time with her two kids and husband in Newport Coast, California.
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