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CEO Roundtable Cohort A 2024 – Huntington Beach, CA

Event Details

May 2nd & 3rd, 2024
8:00am - 5:00pm

Location:
Kimpton Shorebreak Resort
500 Pacific Coast Highway
Huntington Beach, CA 92648

CEO Roundtable: Women & Wealth

We are so excited to bring this event to you in Huntington Beach, CA! 
The theme of the conference will be geared towards Women and Wealth!
Ticket Pricing:

This ticket price is only available for a limited time!

*Event tickets are non-refundable. View our Terms & Conditions HERE

Thursday, May 2nd

8:00 - 9:00 AM

Breakfast/Check-In

8:00 - 9:00 AM
9:00 - 9:15 AM

Welcome

9:00 - 9:15 AM
9:15 - 10:15 AM

Dr. Victoria Peterson

9:15 - 10:15 AM
10:15 - 11:15 AM

Dr. Kristine Aadland

10:15 - 11:15 AM
11:15 - 12:15 PM

Meet with Sponsors

11:15 - 12:15 PM
12:15 - 1:15 PM

Lunch

12:15 - 1:15 PM
1:30 - 2:30 PM

Brittany Frazier

1:30 - 2:30 PM
2:30 - 3:30 PM

Dr. Howard Polansky

2:30 - 3:30 PM
3:30 PM

Closing Message

3:30 PM

Friday, May 3rd

8:00 - 9:00 AM

Breakfast

8:00 - 9:00 AM
9:00 - 10:00 AM

Jessica Nunn

9:00 - 10:00 AM
10:00 - 12:00 PM

Meet with Sponsors

10:00 - 12:00 PM
12:00 - 1:00 PM

Lunch

12:00 - 1:00 PM
1:00 - 2:00 PM

Breakout at Lunch

1:00 - 2:00 PM
2:00 - 3:30 PM

Susan Gunn

2:00 - 3:30 PM
3:30 - 4:00 PM

Break

3:30 - 4:00 PM
4:00 - 5:00 PM

Dr. Julie Woods

4:00 - 5:00 PM
5:00 - 6:00 PM

Mentor Mixer

5:00 - 6:00 PM

Event Speakers

Course Title:

coming soon

Course Description:

Info coming soon

Course Objectives:
About The Speaker

Dr. Victoria Peterson

Dr. Victoria Peterson combines 30 years of dental entrepreneurial experience with a Doctorate in Spiritual Studies to bring a refreshing approach to business. She is the CEO and co-founder of Productive Dentist Academy, a business consulting, marketing, and educational company named 4 times on the Inc. 5000 as one of the fastest-growing privately held companies in America. She is an international speaker and author and the recipient of the Silver Stevie Female Entrepreneur of the Year award. She is an advisor to Dental Entrepreneur Women (DeW) and on faculty with Dental Speakers Institute. Her podcast, Investment Grade Practices Podcast was named #2 Best Dental Podcast in 2022 by Dentwoo.

Sponsored by:
Course Title:

Girls Just Want to Have Funds

Course Description:

Let’s look at why as practice owners, we are so uncomfortable with talking about how to make a profit.  Why is it easier to discuss the workflow of placing implants or a crown prep than standard practices of running a business or (gasp) discussing what to do with the income we work so hard to make? Yes, success is defined as so much more than our net worth but let’s not shy away from talking about what we can do to create additional revenue streams. Let’s explore some possibilities of what life can look like when it does not solely revolve around dentistry. 

We know that dentistry is a unique career for so many reasons. It is demanding physically by the procedures we do,  emotionally from patients, and taxing by being placed in a leadership position we often did not choose.  We work hard, and the reward is high.   Dentistry stands alone in its high-profit margin.  The average net for US businesses across all industries is 7.71%, with 20% being considered a high margin. Yet in dentistry, the average ranges from 35-45%. What makes this so attractive is that it allows us as dentists a lot of flexibility in how we choose to practice and how to invest elsewhere.  Let’s look at our options.

Course Objectives:
About The Speaker

Dr. Kristine Aadland

Dr. Kristine Aadland is a self-professed dental geek. She is a lifetime learner who averages over 100 hours of CE each year and discovered early on that there was a lack of females behind the podium. This became a personal challenge for her as she not only started speaking but made it her mission to light the path for other women in dentistry to excel in the educational space. An equal challenge for Dr. Kris was to create speaking content that matters. She strives to increase doctor participation in CE by giving them content that will have an immediate, positive impact on their practice. Although she most often speaks about digital workflows, she also loves to share information on the business side of the industry. Dr. Kris believes in the value of transparency and collaboration and is determined to encourage other doctors to find strength and support in reaching out to others within our community. Although most days you can find Dr. Aadland either in her practice or on a stage, you can also find her at Titanium Winery in the Napa Valley. You might think this is a detour from dentistry, but the reasoning behind the investment you will understand. After years of hearing how patients hate the dentist, Dr. Aadland is excited to be in a business where people are excited to be there! Co-owned with her fiancé, Dr. Justin Moody, their first vintage will hit the market in 2025 and their hope is that you will enjoy it with loved ones and create lifetime memories.

Sponsored by:
Course Title:

Improve Your Cash Flow Fast Without Living on Ramen Noodles

Course Description:

Learn the new rules of finance.  This course will help you take the game board that the banks set up and teach you how to use it to your advantage. By learning this new system on how to make money move more efficiently through your life, you will pay less interest, you can save years (and potentially decades) of time, and you can increase your cash flow today. Get out of the fear based question of: “Where did my money go?,” and learn how to create Financial Freedom Faster.

Course Objectives:
About The Speaker

Dr. Howard Polansky

Dr. Howard Polansky started his career as a dentist, first with the US Navy before transitioning into private practice in Austin, Texas.  A life changing event in 2018 made Howard pivot away from dentistry and find a better way to create an impact in this world.  Howard’s new path was revealed when the first person he helped took a 30 year mortgage and paid it off in 8 months.

Howard helps families and business owners with a simple financial system so they can dramatically reduce their debt payments on items like mortgages, business loans, car payments, student loans, and even credit card bills.  By managing these payments effectively, you maintain your lifestyle, keep more money each month, and achieve your dreams faster. Today you will to learn how to become your own CFO – a Cash Flow Optimizer.

Course Title:

Three Financial Nightmares That Should Keep You Awake At Night

Course Description:

These are nightmares that will spook any doctor owner…and have. Not horrifying, there are simple, logical systems to implement and oversee in your practice. Take the time now and reap the benefits later. We will review these eerie scenarios: 1) Bloodcurdling accounts payable cloud-based software shortfalls (aka tips), 2) Hair-raising practice software organizational shortfalls (aka tips), 3) What could alarm you to the embezzler in your practice? Susan’s knowledge is poured out to help you prevent these chilling nightmares from haunting you.

Course Objectives:
About The Speaker

Susan Gunn

“Lead with Integrity,” is Susan Gunn’s mantra. Susan does just that in providing solutions that empower dentists to understand the business of their practice and to protect the practice’s finances!

After life in corporate America, she discovered dentists did not know the actual costs of their practice. Susan developed back-to-back accountability between practice and accounting software in an understandable business format, which substantially influenced accounting and consulting across the professional practice industry and established her as the financial organizational thought leader of the industry.

Armed with a criminology background, and an understanding of healthcare practices, Susan became a Certified Fraud Examiner when a client’s office manager stole from the practice. When embezzlement is suspected, she provides evidence for prosecution or civil suit purposes, then provides systems and procedures to protect the practice’s future.

She has written 48 books primarily for professional practices: QuickBooks In Your Practice (1997-2022), Advanced QuickBooks In Your Practice (2004-2022), More Than Just Turning It On (2000), Maters of the Heart (2016), Money In, Money Out (2019), and Managing Accounts Payable in Your Practice (2023).

A nationally recognized conference and study club speaker, the audience’s attention is held by Susan’s story weaving, expertise, humor and down-to-earth practical advice. She is a National Speakers Association Professional Member and speaks as a means to disseminate necessary critical information, passionately conveying that she stand alongside the audience in whatever she is addressing: embezzlement, finances, ethics, or leadership.
Susan lives in Arlington, TX and is involved in her community.

Course Title:

Happy, Healthy, Wealthy and Wise

Course Description:

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.

Course Objectives:
About The Speaker

Dr. Julie Woods

Dr. Julie Woods has worked as a periodontist since finishing her residency at Baylor College of Dentistry in 2004.  She has owned her practice for over fifteen years. In 2017, when she was at the height of production, burned out, and making less money than ever before.  Dr. Woods was tempted to walk away from dentistry all together.

Thankfully, someone suggested she read Profit First by Mike Michalowicz. Within the book, Mike outlines a system which guarantees profitability starting the first day of implementation. She began working the system early in 2018 and has since paid off all remaining business and school loan debt (early), decreased overhead, increased profitability, and maintained her take-home pay without having to work more.

In 2020, Dr. Woods completed her certification as a Profit First Professional. As a working periodontist, author, and the “Profit First Dentist”, she educates others on how to be consistently profitable by helping colleagues implement the Profit First cash management system within their practices. Owners better understand their business finances, improve cash flow and ensure profitability. Dentists that take profit first, work smarter, rather than harder, which means they spend less time working in their businesses.

Thank You To Our Sponsors

Event Co-Hosts

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“Attending an MDIB event in person should be a part of everyone’s plans! Meeting likeminded women in person that have offered support online is magical. I have formed beautiful friendships with women who understand me. This group has changed my life both personally and professionally!”
Dr. Eman Alsahlani
Waukegan, IL