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CEO Roundtable Cohort B 2025 – Huntington Beach, CA

Event Details

January 16th & 17th, 2025

Location:

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

Hotel Block is SOLD OUT!

Please contact tanyafranco@viastrozzi.com with any questions.

CEO Roundtable: Women & Wealth Conference

We are so excited to bring this event to you in California!

The theme of the conference will be geared towards Women & Wealth!

Tickets On Sale Now!

* Tickets are non-refundable*

Last day of ticket transfers and ticket sales is December 13, 2024.

Thursday, January 16th

7:30 - 8:30 AM

Check-In & Breakfast

7:30 - 8:30 AM
8:30 - 8:45 AM

Welcome

8:30 - 8:45 AM
8:45 - 10:15 AM

Natalyn Lewis

8:45 - 10:15 AM
10:30 - 12:00 PM

Dr. Julie Woods

10:30 - 12:00 PM
12:00 - 1:00 PM

Lunch

12:00 - 1:00 PM
2:30 - 4:30 PM

Jeff Moss

2:30 - 4:30 PM
4:30 - 5:00 PM

Closing Messages

4:30 - 5:00 PM

Friday, January 17th

7:30 - 8:30 AM

Breakfast

7:30 - 8:30 AM
8:30 - 9:30 AM

Lauren Kearl

8:30 - 9:30 AM
9:30 - 10:30 AM

Divya Pillai

9:30 - 10:30 AM
10:45 - 11:45 AM

Jessica Nunn

10:45 - 11:45 AM
11:45 - 12:45 PM

Lunch

11:45 - 12:45 PM
2:00 - 3:00 PM

Dr. Grace Yum & Mike Sula

2:00 - 3:00 PM
3:00 - 5:00 PM

Susan Gunn

3:00 - 5:00 PM
5:00 PM

Closing Messages

5:00 PM

Check out these great offers from our event sponsors!

Event Speakers

Course Title:

Safeguarding Wealth: Lawsuit Prevention and Tax Strategies

Course Description:

Learn how to structure your practice for lawsuit protection and prevention, how to protect your professional and personal assets from lawsuits, reduce your malpractice insurance costs, how to protect your retirement plans from judgments and seizures, and how to minimize vicarious liability for the acts of other professionals and staff.

Course Objectives:
About The Speaker

Natalyn Lewis

Natalyn is a wife and mother of 4 beautiful children. An All-American collegiate athlete and high school soccer coach, Natalyn has learned the importance of teamwork and strategy to reach your highest levels of success, leading her team to 7 Region Titles and 4 State Titles in 11 years.  Natalyn has translated her drive and passion on the field into the business world where she became a published author and has worked with start-ups to billion-dollar international enterprises to help them create success strategies. After 20 years of working with over 30 companies around the globe, she is continuing to pursue her passion of making sure every business, small or large, has the greatest opportunity to succeed.  Natalyn came to Legally Mine after seeing the value that is offered to businesses that she feels is essential to their success.

Sponsored by:
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.

Sponsored by:
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:
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:

Building Wealth & Confidence: Planning Your Retirement Path

Course Description:

Planning for retirement can feel overwhelming, especially when balancing the demands of a dental practice. Dentist Advisors’ Lauren Kearl will provide you with tools, benchmarks, and insights to help you chart your unique financial path, including the following objectives.

Course Objectives:
About The Speaker

Lauren Kearl

Lauren Kearl is a Financial Advisor at Dentist Advisors. With a degree in Personal Financial Planning from the nationally ranked program at Utah Valley University, she provides guidance in areas such as investment strategies, tax planning, debt management, insurance, and financial growth. She is passionate about financial education and empowering others to feel confident in managing their finances. By offering clear and accessible advice, she ensures clients have the knowledge to make informed decisions.

Sponsored by:
Course Title:

From Talent to Treasure: Save Time, Money, and Your Sanity through Effective Employee Coaching

Course Description:

This course discusses the link between employee engagement and business success. We will show you how to effectively coach your employees to help drive production, improve efficiency, and reduce the risk of costly litigation within your Practice. Our CEDR Advisor will guide you through the essentials of delivering constructive feedback that motivates and engages your employees. By learning these practical tips, you’ll build a stronger, more successful business where both employees and patients thrive.

Course Objectives:
About The Speaker

Divya Pillai

Divya Pillai is a Solution Center Advisor. Divya spent several years working in regulatory law, representing management interests and mitigating risk in legal decision-making. She moved into the HR space and came to CEDR Solutions because of her passion for employee well-being, productivity, and positive workplace culture. Prior to the Solution Center, Divya worked in regulatory trade at RTX Corporation and Mercury Systems, Inc., managing international trade licensing and agreements. Divya graduated from the Georgia Institute of Technology and Georgia State University College of Law. After law school, she worked as counsel in regulatory law at McKesson Corporation and as director of contracts at the University of Arizona. Divya resides in Tucson, Arizona with her family and her handsome, grumpy dog named Sam.

Sponsored by:
Course Title:

Making Dollars & Sense of Your Financials

Course Description:

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.

Course Objectives:
About The Speaker

Jessica Nunn

Jessica Nunn is the founder of Maven Financial Partners who takes pride in her experience helping business owners increase their financial awareness. Jessica Nunn launched her career as a CPA in public accounting firms preparing tax returns for small businesses. Later, at middle market accounting firms, she provided financial planning, business consulting, and tax planning strategy to health care businesses and their owners. Her years of experience and attentive service to her clients have been instrumental in forming Maven Financial Partners.

Over the course of her career, Jessica has built trust with her clients by making the complex simple; she not only focuses on the numbers, but takes pride in building meaningful client relationships along the way.

In the time she’s not spending with clients or with her team, Jessica is enjoying her family and friends, taking a yoga class,  spending time outdoors, or reading.

Sponsored by:
Course Title:

Grassroots Marketing: Tell your story

Course Description:

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.

Course Objectives:
About The Speaker

Dr. Grace Yum

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.

Course Title:

Making Dollars & Sense of Your Financials

Course Description:

In a world inundated with data and information, it’s not the facts or statistics that truly capture hearts and minds of new patients; it’s the power of storytelling. Discover how stories can shape perceptions, evoke emotions, and create lasting connections in a way that facts and statistics simply cannot. Learn how to craft narratives that resonate with your audience, making your message unforgettable and marketing efforts up to 22x more effective.

Course Objectives:
About The Speaker

Mike Sula

Mike brings 15 years of experience in the dental industry to the table as the Sales Director at Studio EightyEight, Dentistry’s Story-Driven Marketing Agency. With a deep passion for helping others and a strong background in marketing/growth for dental offices, he is committed to helping practices discover their unique stories and transform them into authentic digital experiences.  At Studio EightyEight, we believe Your Story is Worth It.

Sponsored by:
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.

Sponsored by:

Thank You To Our Sponsors

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Become an Official Member today! We are a group of mombosses who share best practices and support one another in our journey as entrepreneurs and moms.

This website is a central hub for our members to find webinars, events, podcasts, and discounts to our many participating vendors.

“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