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CEO Roundtable Cohort C 2026 – Scottsdale, AZ
Event Details
January 29th & 30th, 2026
Location:
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
Hotel Block is SOLD OUT!
Please contact tanyafranco@viastrozzi.com with any questions.
CEO Roundtable: MDIB in Power
We are so excited to bring this event to you in Scottsdale, AZ!
Ticket Pricing:
Tickets Include Breakfast & Lunch
-
Official Member Ticket $1999
*Tickets are non-refundable*
Last day of ticket transfers and ticket sales is December 26th, 2025.
Thursday, January 16th
Check-In & Breakfast
Welcome
Natalyn Lewis
Dr. Julie Woods
Lunch
Jeff Moss
Breakout
Friday, January 17th
Breakfast
Lauren Kearl
Divya Pillai
Jessica Nunn
Lunch
Dr. Grace Yum & Mike Sula
Susan Gunn
Closing Messages
Event Speakers
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:
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
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:
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
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:
- 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.
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:
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Waukegan, IL
