CLA & MDIB Present: Reignite, Reenergize, Reinvent Your Inner CEO ‘Understanding Your Business Inside & Out’
Date: Friday, June 18th, 2021 NEW DATE!!
Time: 8:00am – 4:00pm
Location: University Club of Pasadena, Pasadena, CA
Mommy Dentists in Business is partnering with Clifton Larson Allen, LLC and bringing the learning to you! With topics such as office membership plans, tax planning and tips to refresh, this event promises to teach something to all attendees, no matter where they fall within the Business Life Cycle.
CLA and Mommy Dentists in Business is proud to present the agenda for our regional workshop West:
8am: Registration & breakfast
8:30-8:45am: Morning welcome with Dr. Yum
8:45am-10am: The Business Life Cycle with Kris Hackbarth-Horn
10:00-10:30: Dental Fee Survey Review with Kendall Butler
10:30-11:30: Tax Planning: Tips and Tricks for the Dental Practice Owner with Christine Abell & Janet Tolander
11:30-noon: Membership Plans with Kendall Butler
1-2:30: Reigniting Your Purpose & Passion with Kris Hackbarth-Horn
2:30-4:00: Breakout sessions with Christine Abell & Janet Tolander:
- Overhead – How are you handling it?
- Culture and Retention – What are you doing to keep employees and make your practice a great place to work?
*Attendees will earn 4.5 CE credits for attending this event.
**A continental breakfast and lunch are included in ticket price.
Course Title: “The Business Life Cycle”
- Identify which stage of the business life cycle your practice is in
- Understand the challenges of each stage
- Working together with your peers, determine what you can do to proactively manage the challenges
Course Title: “Dental Fee Survey”
- Understand why fees should be assessed every year
- Learn which services should have a substantial increase year over year
- Understand how raising or not raising your fees can impact your KPI’s
Christine Abell & Janet Tolander
Course Title: “Tax Planning Tips & Tricks”
- Determine if your entity structure is right for you
- Understand Section 199(A) and how it affects your income taxes
- Learn last minute tips for preparing your income tax return
- Discuss the impacts of the 2020 election
Course Title: “Membership Plans”
- Understand what a membership plan is
- Learn what to include in a membership plan
- Understand the advantages of implementing a membership plan at your practice
Course Title: “Reigniting Your Purpose and Passion”
- Provide awareness and understanding of the power of following your passion and living a life of purpose
- Provide tools and ideas on how to find or reignite your passion and purpose.
- Provide insight and action steps to make sure you are caring for yourself, setting appropriate boundaries and finding your inner strength to be optimistically resilient in all that life give us.
Christine Abell & Janet Tolander
Course Title: “Breakout Sessions”
- Discuss various topics as a group and share best practices on how to tackle overhead, culture and retention
The Westin Pasadena
191 North Los Robles, Pasadena, CA 91101
**It’s about a mile to the office from the Hotel. They have a shuttle service, but a lot of CLA employees choose to walk instead.
To reserve, go to WestinPasadena.com
For any CLA associates/guests, they can use the booking code L30 when making their reservation. To reserve, go to WestinPasadena.com or enter Westin Pasadena under Destination via the mobile app and 1) Enter the travel dates, followed by 2) Click the drop-down menu under “Special Rates”, select “Corporate/Promo/SET#” and enter your code. Click to view Rates, select your room and book.
If it’s an option to fly into an airport other than LAX, it is highly recommended to fly into the Burbank Airport. It’s much closer to the office and is a smaller airport so it’s a lot easier to get in and out.
A little bit about Christine Abell
Christine Abell is the Managing Principal of CLA’s physician and dental practices. She serves as the primary advisor for various physician groups and medical clinics by providing financial and income tax compliance, operational and strategic services across the country. Chris has 30 years of experience serving physician practices, Federally Qualified Health Centers (FQHCs), mental health centers and joint ventures between physicians and health systems, such as ambulatory surgery centers (ASCs) and imaging centers. She also works with physician groups that are in the process of or have integrated with venture capital organizations and with health care foundations, associated with various health care entities. She has assisted health care organizations by uncovering issues related to financial reporting and internal controls, and developing solutions to enhance the client’s business operations.
A little Bit about Kendall Butler
Kendall specializes in dental practice efficiency, and has more than 25 years of experience in health care. She began her career as a registered dental assistant, where she learned firsthand how an engaged team with the right processes can catapult a practice’s profitability. She also served as a dental practice administrator for many years.
Today, Kendall works with doctors, dental practice managers, hygiene teams, and other staff to identify ways to enhance practice efficiency and profitability. She provides guidance on patient scheduling, implementing consistent periodontal protocols, motivating staff, bonus programs, staff training, and aiding new dentists with practice transitions. Kendall’s skills also extend beyond clinical activities to practice development and marketing. She provides scripts and training to assist clients with scheduling and collections, as well as customer service techniques.
A Little bit about Kris Hackbarth-Horn
Kris has more than 25 years of experience as a human resources professional. She is
passionate about creating an intentional culture, developing talent to achieve
results, and fostering collaborative relationships in the workplace and through
community partnerships. Kris provides strategic direction and oversight for the internal People Solutions team throughout the Wisconsin region, providing direction and leadership support for performance management and
career development initiatives. Her focus on process improvement and sustainability, combined with her cross-functional leadership experience, energizes teams to navigate change. Prior to joining the firm, Kris served as Vice President of People and Culture for Goodwill North Central Wisconsin. She is a graduate of Goodwill’s International Executive Development program.
A little about Janet Tolander
Janet has 25 years of experience serving a variety of professional service clients. She has also worked as a Chief Financial Officer and speaks on cash flow management and understanding financial information. Her current service to healthcare clients includes analysis of financial information, income tax planning, and business advisory services. These services often include physician compensation plans, financial reporting for physicians, the financial implications of healthcare reform, general financial advice as well as ongoing daily management of business issues clients face. As a Certified Medical Practice Executive (CMPE), Janet has met the prescribed educational and work experience in the healthcare field for admission to the American College of Medical Practice Executive (ACMPE ). In addition to obtaining board certification in medical practice management, a CMPE, makes a formal commitment to work toward the highest standards of excellence and engage in continuous professional development through education.
By invitation, Janet is a member of the Women Business Leaders in Health Care (WBL). Her community involvement has included roles as a community board member for the Mayo Health System, a member of the Advisory Committee for the Accounting and Finance Department of the University of Wisconsin – Eau Claire, and an advisory board member for USBank.
Thanks to our co-hosts and sponsors: