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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
Breakfast/Check-In
Welcome
Natalyn Lewis
Dr. Julie Woods
Lunch
TBA
Breakout
Friday, January 17th
Breakfast
TBA
TBA
Jessica Nunn
Lunch
TBA
Susan Gunn
Event Speakers
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:
Proper Use of Legal Entities for Lawsuit Protection and Tax Reduction
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:
- Maintain the focus of their medical practice on improved patient care rather than malpractice defense.
- Structure their practices for lawsuit protection and prevention, improving overall operations management of the practice.
- Protect practice and professional assets from lawsuits through applied risk management techniques.
- Understand basic practice management tools that can help decrease unnecessary loss of revenue.
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:
- Review the four types of wealth.
- Describe how wealth is traditionally measured and steps necessary to build financial wealth.
- Explain how you can immediately take action to insure your own wealth and positive well-being.
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.
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:
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:
- Learn how to read your profit and loss statement & balance sheet
- Learn how to interpret those financial statements to identify areas of overspending or new opportunities for growth
- Identify the most common financial issues we see in dental practices today & provide dependable solutions
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:
- Know how to create back-to-back accountability
- Know some pitfalls to avoid
- Know which reports are helpful tools
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.
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
