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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.
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.
Whether you are an associate or an owner, this conversation will highlight how partnerships are reshaping what success looks like in dentistry. The profession is evolving, and women are leading the way with new priorities, unique skills, and a more collaborative approach to growth.
In this session, JJ Littrell, Co-Founder and COO of Tuatara, will share how partnerships can create a higher quality of life, greater stability, and lasting value for every dentist. We will explore how practice ownership has changed from what it used to be and why the rise of partnerships will touch every dentist, regardless of where they are in their career.
Attendees will leave with practical insights, a renewed perspective on what partnership in dentistry means and with the tools you need to design a dental career that supports both professional success and personal fulfillment.
JJ Littrell is the Co-Founder and COO of Tuatara, a boutique partnership consulting firm transforming how private dental practices grow with purpose. Tuatara is redefining what modern ownership looks like by helping dentists design, structure, and sustain profitable partnerships that create freedom, legacy, and aligned growth.
As both a business strategist and partner herself, JJ brings a unique blend of financial expertise, operational insight, and real-world empathy to every engagement. Her career spans Fortune 500 companies, top-tier accounting firms, and high-growth startups, where she has led teams of up to ninety people and guided organizations through complex transitions.
Based outside Charlotte, NC, JJ is as passionate about purpose-driven leadership as she is about creating a full life outside of work. Youth sports are her happy place, with adventurous family travel as a close second. She loves exploring new places with the people she loves and always makes time to curl up with a good book, preferably with a beautiful view and a hot cup of tea.
Building on core financial planning principles, this advanced session explores the strategies that distinguish truly successful retirees. Participants will go beyond the basics to learn how to identify and address the key risks to long-term retirement success through refined withdrawal methods, tax-optimized distribution planning, and portfolio management techniques. Join us to discover how thoughtful adjustments can help you extend the life of your portfolio, enhance financial confidence, and enjoy a more fulfilling retirement.
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.
This course revisits the basics of why legally compliant HR policies and practices are the foundation owners and managers need to keep their practice out of trouble—while also serving as practical management tools that reduce day-to-day people problems. It also explains why public-facing AI tools don’t serve dental practices well in HR, and how relying on confident-sounding AI guidance can create serious compliance gaps, employee escalations, and real legal exposure.
Public AI tools often produce answers that sound authoritative but rely on outdated information, omit legally required steps, and vary depending on how the question is asked. In HR, that can quickly become a liability—especially in areas such as corrective action, leave and accommodations, wage-and-hour issues, and terminations. Employees are also using AI and bringing misinformation into the workplace, which can increase conflict and derail otherwise manageable situations.
We’ll place special emphasis on policies as protection: clear expectations and consistent practices help investigators evaluate decisions fairly and make it harder for opportunistic claims to gain traction. We’ll also talk plainly about the “manager time tax”—how much time people issues steal from patient care and leadership—and how strong policies and simple guardrails reduce repeat problems and constant case-by-case chaos.
Finally, we’ll compare today’s risky public AI with what “safe AI” developed and used by subject matter experts looks like—so you can tell the difference between tools that create risk and systems that actually support compliant decision-making.
Paul Edwards is the Founder and CEO of CEDR HR Solutions, backstageHR software, and the Facebook group HR Basecamp. He is also the host of the popular HR podcast, What The Hell Just Happened?!, that currently has over 25,000 downloads.
With over 25 years of experience as a manager and business owner, Paul is well-known throughout the dental community for his expertise when it comes to associate agreements and solving HR issues that impact dental practice owners and managers.
In this course, Dr. Allmand will highlight their path to financial freedom through overhead control, entrepreneurship and investments.
Dr. Zak Allmand and Dr. Suzanne Allmand are accomplished dentists and entrepreneurs with a deep passion for supporting and guiding their colleagues in the dental field. Dr. Zak’s diverse professional background includes serving as a dentist with the Air Force, working as an associate dentist, and eventually becoming a successful practice owner. He is also the co-founder of Apex Payment Solutions, a dental-focused merchant services company aimed at helping dentists manage and reduce practice overhead. Dr. Zak’s expertise in profitability is evidenced by his and his dental partner’s remarkable achievement of doubling practice production while cutting overhead in half over the past decade.
Dr. Suzanne is the Lead Doctor of a thriving Dental Partnership Organization practice and serves as the CFO of Apex Payment Solutions, one of the fastest-growing merchant services companies in the dental field. She has dedicated her career to serving the dental community, serving as faculty at Indiana University Dental School and as the clinic director of a community outreach facility, further demonstrating her commitment to advancing dental education and care. Dr. Suzanne is particularly passionate about engaging younger dentists, guiding them towards clinical excellence and financial awareness in their practices.
Dr. Zak is an Air Force trained dentist and founder of Apex Payment Solutions who has been helping dentists reduce their overhead and increase case acceptance for over a decade. Since purchasing his practice in 2013, Dr. Allmand and his partner have taken their practice from a 1.2M practice with a 72% overhead to a 2.8M practice operating at a 36% overhead. They have accomplished this by reducing costs, and increasing their case acceptance rate from 42% to 67% by “Being the Bank” for their patients, eliminating 3rd party financing fees and increasing the trusting relationship they have with their patients.
Together, Dr. Zak and Dr. Suzanne Allmand bring a wealth of experience and knowledge to the dental profession, inspiring and empowering their peers to achieve greater success and fulfillment in their careers.
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.
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.
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