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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.
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.
CPA, Financial Advisor
Angie’s passion for her work has helped her pave a path for success. An alumna of Sonoma State University, she holds a Bachelor of Science in business administration and accounting.
Her career began at Deloitte in San Francisco, where she was a senior auditor. She then spent four years with Burr, Pilger and Mayer as an audit manager, before relocating to Texas in 2009. There, she was a senior manager at Whitley Penn. With her long history in auditing, Angie was able to easily transition to Cain Watters and
Associates as a financial planner.
Angie grew up near Santa Cruz, California. She spends her time outside of work baking, cooking and enjoying time with her husband and two sons. She’s a Certified Public Accountant, an Investment Advisor Representative, and a former member of the Leadership Frisco Advisory Council and the Texas Society of CPAs.
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.
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.
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.
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.
