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CEO Roundtable Cohort C 2025 – Huntington Beach, CA
Event Details
January 30th & 31st, 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 27, 2024.
Join Us for Dinner on Thursday!
SOLD OUT
Thursday, January 30th
Breakfast/Check-In
Welcome
NATALYN LEWIS
Brittany Frazier
Lunch
Dr. Ankur Gupta
Divya Pillai
Closing Messages
Friday, January 31st
Breakfast
Jordan Haines
Julie Woods
Lunch
SUSAN GUNN
Closing Messages
Event Speakers
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.
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:
Creating Confident & Balanced Women in Wealth: Accumulate, Preserve, & Perpetuate Wealth
Course Description:
Women in dentistry know the phrase “work smarter, not harder” very well. You have spent years building your dream career on what you do best: helping patients in the practice. And the same concept should apply to your financial plan.
Your financial plan is a tool that can help you reach your short- and long-term goals more quickly and with less stress. But what are the true basics of accumulating wealth? Brittany Frazier will speak on investment vehicles that make your money work for you and goals-based investing strategies to optimize your income for you and your family for years to come. Attendees will walk away informed to be a trailblazer in the industry and at home.
Course Objectives:
- Gain an understanding of the different investment vehicles.
- Learn to create a balanced portfolio strategy based on time horizon and risk tolerance.
- Discover how your invested assets can perpetuate for your family and business.
About The Speaker
Brittany Frazier
Brittany Frazier is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish, and a Master of Science in accounting. After beginning her career in New York City at PricewaterhouseCoopers she joined the Cain Watters and Associates (CWA) team in Dallas in 2013.
Brittany guides her clients to reach their financial potential and long-term wealth accumulation goals. One of the most rewarding aspects of her role is creating invaluable relationships with clients so they feel secure in their future, confident in their financial plans, and committed to the process.
Brittany is a Certified Public Accountant and an Investment Advisor Representative. In addition to her role as a financial planner, she has donated her time for 10 years with the 3to1 Foundation, helping educate Dallas Independent School District students and the community on financial literacy topics. Brittany founded the Women in Financial Planning Group at CWA, establishing mentorship programs and productive meetings to further develop and support its female leaders in their careers.
Sponsored by:
Course Title:
Making 2025 your best year - small changes that result in huge gains in production and profitability
Course Description:
A new year brings a certain kind of excitement in every aspect of our lives — to be more at peace, more fit, more patient with our kids, more mindful about our diets, and more productive and profitable at work. Oftentimes, as bread and butter dentists, we feel that the only way to become more productive is to add more procedures, more stress, and more time; but it doesn’t have to be that way. In this highly entertaining and relatable 1-hr presentation, Dr. Gupta shares innovative tech, unique marketing, and valuable (but little known) procedures that, when added to our operational repertoire, will make 2025 our best year.
Course Objectives:
- Discover dental holidays, like "Clear Aligner Day," "Implant Overdenture Day," and other focussed themed marketing as a means of adding several highly profitable starts in a single day
- Learn about how society's desire for disease prevention can serve as a highly advantageous offering in your office
- Find out how tech innovations can make your office run smoother, more efficiently, and more profitably
About The Speaker
Dr. Ankur Gupta
Ankur A Gupta, DDS, after completing a one-year GPR in Cleveland, started a practice from scratch in 2005. Armed with what he considered adequate dental knowledge, hand skills, and a personable demeanor, he watched as his practice floundered, finances became un-predictable, and his lower back and spirit toward his profession became worrisome. Rather than continue the trend, he made a guinea pig out of his office, family, and self, attempting any and all personal and professional “experiments” in self-improvement.
More than a decade later, he enjoys an excellent practice, a solution oriented dental team; and most importantly, a meaningful and positive identity. He happily shares the failures and successes with dental and community groups throughout the country, always ending his presentations with practical, implementable, step-by-step ways to be better.
Dr. Gupta graduated from the University of Michigan School of Dentistry in 2004. In 2005, after completing a one-year General Practice Residency in Cleveland, Ohio, he and his partner Dr. Nisha Gupta started North Ridgeville Family Dentistry. In addition to founding North Ridgeville Family Dentistry, Dr. Gupta is a member of the American Dental Association, Greater Cleveland Dental Society, Ohio Dental Association, ADA Success Speaker Corp and an active board member and a speaker for Catapult Education’s Speaker Bureau.
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:
- Learn to create factual and objective documentation to protect yourself from costly litigation
- Review best practices for creating a feedback-friendly culture
- Discuss practical techniques for providing clear, actionable, and timely feedback
- Learn how to handle uncomfortable or difficult conversations by using feedback as a powerful tool for improved performance
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:
Four Foundations for Financial Success: Be Prepared, Not Overwhelmed
Course Description:
Planning for your financial future can feel overwhelming, especially when balancing the demands of a dental practice, yourself, and your family. Join Dentist Advisors’ Jordan Haines, CFP® to learn the tools and insights to help you feel prepared and ready for the future without feeling overwhelmed.
Course Objectives:
- How to know if you’re prepared for your financial future
- Why the 4 foundational financial behaviors are keys to future success
- What you should be focusing on to ensure your future financial success
About The Speaker
Jordan Haines, CFP®
Director of Financial Education, Dentist Advisors
Jordan Haines, CFP®, is the Director of Financial Education at Dentist Advisors. With nearly a decade of experience and a degree in Personal Financial Planning from Utah Valley University’s nationally ranked program, he helps dentists reduce financial anxiety by preparing them to become ready for effective financial strategies. Jordan’s background includes educating thousands of people across a broad range of financial topics—from debt and spending management savings strategies and liquidity—all aimed at giving dentists the knowledge they need to focus on what matters most.
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:
- 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.
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:
- 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.
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:
- Understand the Foundations of Grassroots Marketing: Learn the key principles of grassroots marketing and how it differs from traditional advertising, focusing on authenticity and relationship-building.
- Develop Community Engagement Strategies: Discover creative ways to partner with local organizations, schools, and businesses to enhance your practice’s visibility and reputation.
- Create a Personalized Grassroots Marketing Plan: Design a step-by-step, actionable plan tailored to your practice’s goals and unique community dynamics.
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.
Thank You To Our Sponsors
Event Co-Hosts
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