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CEO Roundtable Laguna Beach 2023
Event Details
February 2nd& 3rd, 2023
8:00 am-5:00 pm
Location:
Surf and sand Resort
1555 South Coast HWY
Laguna beach, CA
CEO Roundtable: Gritty Leadership Conference
We are so excited to bring this event to you in sunny California!
The theme of the conference will be geared toward the “seasoned” dentist, but of course we welcome all levels in dentistry. The meeting will discuss topics in leadership styles and what that means for you and your team. We will also discuss branding and marketing and how to reinvent yourself if you feel like you need a refresh and mastermind!
Ticket Pricing:
*Event tickets are non-refundable. View our Terms & Conditions HERE
Thursday, February 2nd
Breakfast/Check-In
Welcome
Jennifer Tyson
Dr. laila Hishaw
Lunch
Wes Read
Ed Coambs
Brittany Fraizer
Closing
Friday, February 3rd
Breakfast
Eddie Johnson
Lunch/ Working Breakout
Dr. Stacey Hall
Dr. Stephanie Mapp
Closing Messages
Thank You To Our Sponsors
Click on the images below for great offers!
Click on the images below for great offers!
Event Speakers
Course Title:
Coming Soon!
Course Description:
Coming Soon!
Course Objectives:
- Coming Soon!
About The Speaker
Jennifer Tyson
Jennifer Tyson is an American businesswoman, writer and entrepreneur. Growing up in the world of practice management and personal development, Jennifer grew a strong understanding of what it takes to be successful in the world at a very young age. Now, Jennifer serves as President of Fortune Management, and is involved in all aspects of the company’s growth initiatives and program offerings to their clients. She is driven and passionate about moving dentistry forward and committed to whatever it takes to do so.
In addition to her work at Fortune Management, Jennifer is founder of Virtual Training Innovation, the first ever online training system for dental practices and Co-Author of the best-selling book, Hire to Inspire – what great leaders do to consistently achieve winning results. Jennifer has dedicated her life to improving the business of dentistry and the lives it transforms. Jennifer is also an incredible wife and mom of two young boys.
Course Title:
LEADING WITH INCLUSIVE DIVERSITY: Elevating our profession, team, and patient experience
Course Description:
This course will empower CEO’s with the skills and resources to cultivate a culture of belonging to better serve their patients, foster stronger relationships with their peers, and connect with their teams in a more meaningful way. Gritty leaders will gain actionable strategies toward diversity and inclusion initiatives, as well as gain the awareness and sensitivity to remove unconscious biases, to provide optimal care for the diverse communities they serve and an optimal work environment for their team.
Course Objectives:
- Learn the traits of an inclusive leader.
- List Item Explores the concepts and benefits of cultural competency.
- List ItemUnderstand the impact of unconscious bias on patient care, peer interaction, and team culture.
- List action steps to initiate inclusive and diversity efforts in your practice.
About The Speaker
Dr. Laila Hishaw
Dr. Laila Hishaw is a thought leader and change agent for diversity in dentistry and authority in children’s oral health. She is a board-certified pediatric dentist and holds Fellowships in the American Academy of Pediatric Dentistry, the American College of Dentists, and the International College of Dentists.
Dr. Hishaw is a private-practice owner and author of the Amazon bestseller, Cavity Free Kids. She was also published in the Journal of Dental Education as a co-author of “Dental school pathway programs: Best practices for increasing workforce diversity”. She’s been featured on Discovery Health Channel for her role in diagnosing a rare disorder in her patient, and in multiple podcasts and publications. She has served on the ADA Task Force to Eliminate Barriers for Underrepresented Minorities into the Dental Profession and Delta Dental of Arizona Foundation. Dr. Hishaw is an alumna of the ADA Institute for Diversity in Leadership.
Diversity in Dentistry Mentorships Inc. is a nonprofit organization she founded that is committed to strengthening the diversity pathway from middle school to dental school through mentoring, educational and hands-on programming, and scholarships to youth and pre-dental students from African-American/Black, Latinx, and Native American backgrounds. The organization has been featured in Yahoo! Finance, Black Enterprise, and ADA News.
Course Title:
Next Month or Next Decade – Always Have your Practice Staged for a Sale
Course Description:
- Selling early, mid, and late career. Why is the “selling trend” so hot.
- Why planning for a practice sale (now or in the distant future) produces financial security and accelerates financial independence.
- Managing the presentation of your financials statements so they tell a positive story of your practice
- The importance of a systems-run practice
- The affects of in-network delta premier when selling your practice
- Understanding how dental practices are valued
- How to determine the net “take home” on the sale of your practice after taxes, debt, and selling expenses to help you intelligently take your next step life.
- When and how to onboard associates that may become partners or acquirers of your practice.
- Understanding the difference between a traditional sale to a private dentist vs a sale to a DSO/DPO. What it would mean for you.
About The Speaker
Wes Read, CPA, CFP
- CEO of PracticeCFO
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)
- Series 65 Licensed
- Keynote Speaking & Dental Study Group Presentations: www.wesread.com
Wes Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning.
Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.
Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.
Prior to his professional experience, Wes received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.
Course Title:
Estate Planning Essentials For Dental Practice Owners
Course Description:
This course will cover the basics of wills, trusts, and why estate planning matters. We will also discuss common estate planning mistakes and how to avoid making them. Finally, we’ll explore how dental practice owners can utilize estate planning to dictate what happens to their practice if they become incapacitated or pass away.
Course Objectives:
- You will learn the basic estate planning tools and why they are important for you, your family, and your practice.
- You will be able to identify the deficiencies in your current plan.
- You will know how to create an 'emergency book' to help your family members and employees if you become incapacitated.
About The Speaker
Eddie Johnson
Eddie Johnson is the founder of Lancier Legal, PC. His firm helps professionals protect their families and secure their legacies through estate planning. Eddie has tailored his practice to focus on providing his clients with peace of mind, rather than just documents and deliverables. When he’s not helping families and business owners, you can find Eddie spending time with his wife, Anna, and his sons, Jake and Luke.
Course Title:
Relationship Health As The Path To Authentic Leadership
Course Description:
Knowing yourself and yes even healing yourself can be the greatest gift to your leadership and financial life. Learn how the relationship science of attachment styles (secure, anxious, avoidant, disorganized) impacts your view of leading and caring for yourself, your team, your finances, and your family. When we know how to identify the sources of pain and apply the correct processes, we get far better outcomes. This is true in dentistry and psychology.
Course Objectives:
- Introduce the art and science behind healthy relationships
- Provide a treatment guide for fostering healthy relationships
- Explore the relationship dynamics of business and personal finances
About The Speaker
Ed Coambs
Ed Coambs MBA, MA, MS, CFP®, CFT-I™, is an internationally recognized thought leader and award-winning author in financial therapy. He leads couples through financial planning from financial frustration into financial intimacy and connection using the latest in love and brain science. His ideas appear in the Wall Street Journal, the Associated Press, Time, and CNBC. He earned master’s degrees in business, counseling, and financial planning. He is a CERTIFIED FINANCIAL PLANNER™, Licensed Marriage and Family Therapist and Certified Financial Therapist™.
Ed is the founder of HealthyLoveandMoney.com, an organization on a mission to help couples transform their relationship with each other and money through planning, learning, healing, and growing. He offers financial planning, social content, book, courses, blogs, and podcasts through this website, all aimed at helping couples and the professionals that serve them understand where their relationship and money challenges come from and how to create financial intimacy in their lives.
Course Title:
Financial Decidions Mommy dentists must get right: flipping uncertainty into security
Course Description:
The volatility and confusion surrounding the last few years has impacted every business,
including dental practices. This course offers an opportunity to flip today’s uncertainty into a
roadmap for future financial security. Taking the lessons learned from shutdowns, stimulus
dollars, new tax legislation, staffing constraints, inflation and juggling children at home amidst it all—you’ll come away more prepared and confident with whatever the upcoming year has to hold. In this content-rich, interactive course, CPA Brittany Frazier will share proven formulas behind building wealth, improving cash flow, getting ahead on pension and retirement planning, plu the short- and long-term benefits of various savings environments. Using real case studies, this course will empower dentists with
Course Objectives:
- Identify tax strategies to improve cash flow and support market volatility
- Set a realistic business and personal financial plan to help meet your long-term goals, even through times of adversity
About The Speaker
Brittany Frazier
Brittany Frazier, CPA, Cain Watters & Associates
Brittany 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.
Her career started at PricewaterhouseCoopers in New York City before moving to their Dallas
office. There, as a senior associate, she worked extensively in tax compliance and consulting
services in both the financial and private-company service industries. She joined the CWA team
in 2013.
Brittany is a Certified Public Accountant an Investment Advisor Representative and a proud
mommy to her two young sons. She founded CWA’s Women in Financial Planning organization
in 2020, aimed to help professional women collaborate to reach success both in the workplace
and home life. Brittany is passionate about financial education, which is exemplified through her
volunteer work with the 3to1 Foundation, which teaches financial literacy to youth in Dallas and
beyond.
Course Title:
Tenacious Leadership
Course Description:
The leadership you need to withstand the seasons and times.
Course Objectives:
- To learn the leadership choices you should make to you and your team for hard times
- To learn the leadership style you should have for seasons of your life
- To learn the leadership style you can be reflecting to others or especially your children to get through tough times
About The Speaker
Dr. Stacey Hall
Dr. Stacey Hall brings her unique outlook on dental care and her personable optimism to the Williamsburg Center for Dental Health. After nine years of solid dental expertise as a dentist in Williamsburg, she then decided in early 2011 to branch out and open her own local practice, Williamsburg Center for Dental Health. After completing her undergraduate degree from Virginia Tech in 1998, Dr. Hall graduated from VCU’s MCV School of Dentistry in 2002, receiving her D.D.S. She is a member of the American Academy of Cosmetic Dentistry, Academy of General Dentistry, the American Dental Association, and was awarded member fellowship to the International Congress of Oral Implantology in 2008.
Dr. Hall is a scholar with the internationally renowned Dawson Academy. She is part time faculty with the Academy, assistant teaching for courses concerning occlusion and rehabilitation of the worn dentition. Dr. Hall also leads their ambassador program. Stacey and her husband Michael have been blessed with three beautiful daughters, Lanie, Gracie and Abbie. She is a loyal Virginia Tech Football fan, and enjoys boating, skiing, Bible study and missions work.
Course Title:
Like A Boss!- Leadership for Personal Happiness
Course Description:
For most dentists, running a business, managing employees and keeping patients happy is much more stressful than
completing the dental care. Dentists are trained on many clinical procedures in dental school but receive very little if any training on
communication or business skills. A large aspect of dental practice involves a significant psychological component. Success can
be linked to positive thinking and lacking success can create serious negative psychological effects. This course can help dentists
understand the psychology of success as well as give helpful tips on how to change thinking patterns that may be sabotaging
growth and abundance.
Course Objectives:
- Understanding the many aspects of psychology within the dental office
- Creating systems for improving patient, team, and personal morale
- Understanding the psychology leadership
- Learning ways to improve profits by changing your own thinking
About The Speaker
Dr. Stephanie Mapp
Dr. Stephanie Mapp has over 25 years of clinical dental experience as well as continuing education. She retired from he successful dental start up practice after 20 years. For five and a half years she also owned a second office in a nearby coastal community. She spent more than 10 years developing a system to evaluate PPO insurance plans and managing the challenges of the changing dental insurance landscape. Dr. Mapp attended the University of Florida College of Dentistry after only three years of undergraduate education in the Psychology Department. She spent eight years as an associate working in seven different types of dental offices which included all ranges of socioeconomic backgrounds from public health to boutique FFS offices. Her experience also presented her with exposure to many types of management systems. Having been both an associate dentist and hiring associate dentists, she has a
unique perspective on how to be an employee as well as an owner. Dr. Mapp lives in Fleming Island, Florida with her son Charlie, three dogs and her ER doctor boyfriend, Howard. Most of her time away from the office is spent traveling the globe and cheering for the Florida Gators. She has contributed to dozens of online podcasts and webinars as well as live seminars and two books: Mommy Dentists in Business: Juggling Family and Life.
While Running a Business by Dr. Grace Yum and No Nonsense Dentistry for Dental Peeps by Drs. Emily Letran and Steven G Mautner. Her consulting company Mapp Your Practice helps new and existing owners set up systems for increasing profits for PPO practices as well as decreasing or eliminating dependence on insurance contracts.
Event Co-Hosts
Course Title:
Geriatric Dentistry: The Fastest Growing Demographic in Dentistry
Course Objectives:
- Prevention is for all ages and doesn’t stop here!
- Why this patient population loves our in-office: PREVENTION PLAN
- Customizing your approaches for plaque, xerostomia and so much more
- Reparative dentistry, when, where and why and what materials are best to utilize
- Customized periodontal protocols that go beyond brushing and flossing
- Advanced restoratives technique for: post and cores, deep class 2’s, “elevating the margin” technique, perio-splinting, choosing the right cement
About The Speaker
Dr. Lou Graham
Dr. Graham is an internationally recognized lecturer extensively involved in continuing education for dental professionals. His lectures focus on incorporating current clinical advancements through “conservative dentistry.” He emphasizes the same concepts he practices: dental health diagnosis, treatment plans for medically compromised patients, conservative treatment, cosmetic dentistry, and customized approaches to periodontal care, implants and laser dentistry.
Dr. Graham is the founder of Catapult Education, a continuing education company whose philosophy and programs use contemporary, interactive formats to integrate time-proven conservative dentistry with 21st century materials and techniques.
Dr. Graham is a published author in many leading national and international dental journals. He is a member of the American Dental Association, American Academy of Cosmetic Dentistry, Academy of General Dentistry, Chicago Dental Society and Illinois Dental Association.
Dr. Graham is a graduate of Emory Dental School. He is the former Dental Director of the University of Chicago’s Department of Dentistry. He enjoys providing dental care at his multi-specialty private practice group, University Dental Professionals, in Chicago, IL – Hyde Park. Dr. Graham offers half-day, full-day and multi-day lectures, including custom courses and hands-on workshops.
Course Title:
Elevate Your Practice: The Journey From Single Tooth Dentistry to Comprehensive Dentistry
Course Objectives:
- The role of occlusion in treatment planning and smile design
- The relationship of joints, muscles and teeth in comprehensive care
- Lab records required for proper complex patient evaluation
- Case review of a functional aesthetic case from treatment planning to final cementation
- The impact of comprehensive dentistry on your practice – change your life, your teams, your patients
- Getting patients to say yes without selling: the art of case presentation that you can apply to ANY part of your practice
About The Speaker
Dr. Nada Albatish
Dr. Nada Albatish owns and operates a multidisciplinary practice, All Smiles Dental Centre, just north of Toronto. As a passionate learner, she first completed a GPR, followed by hundreds of hours of CE each year. She is a fact finder – always researching, looking for evidence, and understanding the whys of what we do in practice as dentists.
Nada started her current practice from scratch as a solo practitioner and quickly realized she needed a strong support team as well as a team of skilled doctors in multiple specialties to help her achieve her goals as a comprehensive dentist. Today, Nada’s niche is complex and rehabilitative dentistry, supported by a team of 30, including general practitioners and specialists.
Nada is honored to serve as Faculty for Clinical Mastery Series, curator for Restorative Nation, co-author a book, write articles, and speak at various dental events. Nada is inspired by helping dentists to achieve excellence, predictability, and confidence in their craft. She is committed to the success of her patients, colleagues, and the advancement of the dental profession at large.
As a mother to two beautiful girls, Nada is blessed every day to be able to see the world through the eyes of her little people. In her free time, which she has learned to intentionally create on a weekly basis, she loves to exercise, eat good food, and spend time with her girls doing absolutely nothing except living in the moments. During the 20% of the year that Toronto has good weather, she finds peace in water sports, especially paddle boarding on the lake under the sun. The rest of the year she creates the same feeling by traveling!
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