CEO Roundtable Cohort A 2025 – Scottsdale, AZ

Event Details
May 1st & 2nd, 2025
8:00am - 5:00pm
Location:
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
CEO Roundtable: MDIB in Power
Ticket Pricing:
-
Weekend Price* $1999
Last day of ticket transfers and ticket sales is March 28, 2025.
*This ticket price is only available for a limited time!
*Event tickets are non-refundable. View our Terms & Conditions HERE
Earn 8.5 CE Credits!

Thursday, May 1st
Check-In & Breakfast
Welcome
Katherine Sellery
Break
Katherine Sellery Cont.
Lunch
Tracy Yates
Spa Time
Dinner
Friday, May 2nd
Breakfast
Morning Announcements
Jeff Moss
Self Defense Workshop
Lunch
Dr. Stephanie Mapp
Closing Messages
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Event Speakers
Course Title:
Harmony in Practice: An NVC (Non-Violent Communication) Approach to Resolving Dental Office Conflicts for MDIBs
Course Description:
In this course, we will be uncovering the root causes of conflict, the pivotal steps that can be used to course-correct, and the “how-to” of setting up a foundation for a professional relationship that’s ripe for growth and understanding.
Course Objectives:
- Building strong connections, excellent communication and conflict resolution skills eliminates costly attrition by staff, enhances patient connection and is essential to building a strong office culture.
- Recognize that conflict is an opportunity for personal and professional growth, and focus on understanding others' perspectives to foster mutual respect and cooperative solutions.
- In a medical environment, maintain a level-headed approach to reduce conflicts, strengthen emotional resilience, and lead by example in conflict resolution.
- Embrace your role as a leader and role model in society, using your influence to inspire positive change, wisdom, and effective communication.
About The Speaker
Katherine Sellery

Katherine Sellery, 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.
Course Title:
Radiant Power: Master Your Inner Force
Course Description:
Step into your full, unstoppable potential with Master your Inner Force, a transformative workshop designed to help women tap into their inner strength and leverage it for success in business and leadership. This dynamic blend of experiential exercises and thought-provoking presentation will guide you through the various types of powerl—and teach you how to cultivate the most potent form for lasting impact.
Course Objectives:
- The 4 Types of Power: Understand how each form of power influences your life and leadership style, and learn how to tap into the most potent power for your unique journey.
- Cultivate Your Greatest Power: Practical tools and techniques to develop unshakable self-confidence and resilience, allowing you to rise above challenges and lead with conviction.
- Activate Your Power on Command: Master simple, yet powerful techniques to access your inner strength instantly—no matter the situation, no matter where you are.
- Use Your Power for Leadership & Business Success: Learn how to harness your personal power to influence, inspire, and lead with authenticity, authority, and grace in all aspects of life.
About The Speaker
Tracy Yates

Tracy Yates is a visionary leader and trusted advisor to founders and entrepreneurs leading businesses with impact. As an 8 figure CEO and thought partner to the world’s most recognized brands, she’s proven that exponential growth isn’t just possible, it’s predictable when you understand the code. Leading a global unified movement, Tracy transcends conventional methods, fusing diverse disciplines with visionary strategy to lead and succeed with invincible power.
Course Title:
MYTHBUSTERS: IT’S TIME TO HEAR THE TRUTH
Course Description:
As a practice owner, you’ve likely encountered countless “must-try” strategies for retirement planning, investing, tax savings, and profit maximization. But how do you separate fact from fiction? Join us as we debunk the myths that dominate the industry and empower you with practical, actionable insights to make informed decisions. Stop chasing the “shiny” and start focusing on what genuinely matters for your financial future.
Course Objectives:
- Learn to quickly discard the most abused tax-saving strategies
- Gauge whether your retirement track is appropriate for you
- Simplify investing and understand expectations
- Get questions answered and focus your limited time on what counts
About The Speaker
Jeffrey Moss

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.
Sponsored by:

Course Title:
Self Defense Workshop
Course Description:
In this amazing and very informative self-defense workshop the participants will learn about ;
Southern praying mantis & Kook Sul won is a combination of soft, short-fist, in-fighting style along with sticky hands techniques, that uses the opponents own power against them.
Short fist means that we generate power from a very close distance to the opponent’s body to hit deeply and effectively. Long fist styles generate a great deal of power with speed and mass but it takes a longer distance and more time to do this. Being a soft style does not in any way mean it is limp or wimpy. Soft turns to hard at the right moment and hard to soft; just like the yin-yang symbol. You might intercept the attack with a soft motion but then redirect and strike hard into the body.
Also participants will find that they can very easily and with very powerful short motion, redirect the opponent energy,redirect it as it will lose its trajectory. This is what the extended arms are doing in mantis; they want to feel the strike coming in and with the slightest motion redirect it. Participants also will learn the feel , the time, the motion, with the use of great speed and then great short power.
Effectiveness of these techniques with tiny motion are powerful and easy to learn and adopt!
Course Objectives:
- The 4 Types of Power: Understand how each form of power influences your life and leadership style, and learn how to tap into the most potent power for your unique journey.
- Cultivate Your Greatest Power: Practical tools and techniques to develop unshakable self-confidence and resilience, allowing you to rise above challenges and lead with conviction.
- Activate Your Power on Command: Master simple, yet powerful techniques to access your inner strength instantly—no matter the situation, no matter where you are.
- Use Your Power for Leadership & Business Success: Learn how to harness your personal power to influence, inspire, and lead with authenticity, authority, and grace in all aspects of life.
Course Title:
Pillars of Power in your Dental Practice
Course Description:
Women have made great strides in dentistry but still struggle with management and the concepts of power in leadership. This course helps break down the specific areas where women can grow into powerful leaders as well as understanding the business side of the practice so that smart decisions can be made when it comes to managing patients, employees as well as the financial aspects in the business.
Course Objectives:
- Understand the areas where you do have power in your practice
- Knowing the numbers in your practice so you can make smart decisions
- Learn the psychology of power
About The Speaker
Dr. Stephanie Mapp

Dr. Stephanie Mapp has over 30 years of clinical dental experience as well as continuing education. Sheattended the University of Florida College of Dentistry after only three years of undergraduate education in Psychology. She retired from her successful dental start up practice after 20 years. For five and a half years she also owned a
second office in a nearby coastal community. She spent more than 10 years developing a system to evaluate PPO insurance plans and managing the challenges of the changing dental insurance landscape.
Dr. Mapp lives in Fleming Island, Florida with her fiancé, Howard and three dogs. Her son, Charlie, is a Freshman at Indiana University in Bloomington. She has contributed to dozens of online podcasts and webinars as well as live seminars and two books. Her consulting company Mapp Your Practice helps new and existing owners set up systems for increasing profits for PPO practices as well as decreasing or eliminating dependence on insurance contracts.
Sponsored by:

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