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CEO Roundtable Cohort A 2026 – Nashville, TN
Event Details
April 30th & May 1st, 2026
8:00am - 5:00pm
Location:
Nashville, TN
CEO Roundtable: MDIB & Investing
We are so excited to bring this event to you in Nashville, TN!
Ticket Pricing:
-
General Admission $2300
*This ticket price is only available for a limited time!
Last day of ticket transfers and ticket sales is March 27, 2026.
*Event tickets are non-refundable. View our Terms & Conditions HERE
Earn 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
Jeff Moss
Self Defense Workshop
Lunch
Dr. Stephanie Mapp
Closing Messages
View Exclusive Offers & Learn More About Our Sponsors!
Event Speakers
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.
Thank You To Our Sponsors!
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