Junior CEO Roundtable 2025
Junior CEO Roundtable
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Jr. CEO Roundtable Ticket $997
Tickets are non refundable.
Event Details
January 17th, 2025
Mentor Mixer at the hotel
5:30-6:30pm
January 18th, 2025
8:00am- 4:00pm
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.
Friday, January 17th
Mentor Mixer
Saturday, January 18th
Welcome
Susan Gunn
Lauren Kearl
Lunch
Workshop - Jaime Staley
Closing Messages
Event Speakers
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:
Money with Purpose: Using Your Values to Shape Your Financial Decisions
Course Description:
What is your earliest money memory? What does the word “money” mean to you? Join Lauren Kearl from Dentist Advisors to explore your money story and how your experiences have shaped your relationship with money.
Course Objectives:
- What your core values are and how to make values-driven decisions
- The importance of knowing and setting money boundaries
- How to transform your money from a source of stress into a source of strength
About The Speaker
Lauren Kearl
Lauren Kearl is a Financial Advisor at Dentist Advisors. With a degree in Personal Financial Planning from the nationally ranked program at Utah Valley University, she provides guidance in areas such as investment strategies, tax planning, debt management, insurance, and financial growth. She is passionate about financial education and empowering others to feel confident in managing their finances. By offering clear and accessible advice, she ensures clients have the knowledge to make informed decisions.
Sponsored by:
Course Title:
Budgeting Blueprint for Dental Professionals
Course Description:
Running a dental practice comes with unique financial challenges. In this interactive session, you’ll gain essential tools to build a budget that drives profitability and growth for your practice. From understanding foundational accounting principles to crafting a tailored financial plan, this workshop will equip you with the skills to confidently manage your practice’s finances.
Course Objectives:
- Accounting Essentials for Dental Practices: Focus on the principles most relevant to dental professionals.
- Budgeting Basics: Explore how budgeting can help optimize operations and increase profitability.
- Building a Practice Budget: Learn to forecast revenue, build expense projections for doctor and staff pay, plan for other expenses specific to dental practices.
- Peace of Mind Surrounding Your 2025 Financial Goals: Walk away with a custom, draft budget for your practice that you can begin using as soon as you're back home.
About The Speaker
Jaime Staley
Jaime Staley, CPA, MSA is the Owner of PJS & Co. CPAs, specializing in improving growth and profitability for service-based business clients, with a focus on dental practice owners. With over 25 years of experience in accounting and finance, Jaime excels in working directly with business owners to help them gain a clear understanding of their company’s financial health. She’s passionate about empowering business owners to interpret financial statements and grasp how accounting influences their business success.
Jaime’s motivation for co-founding PJS & Co. CPAs was driven by her desire for a better work-life balance after starting a family. She found that a flexible work environment allows her to achieve both professional success and personal fulfillment. Jaime is dedicated to offering the same work-life balance to her clients and team members.
Outside of work, Jaime enjoys spending time with family and friends, and she loves outdoor adventures like kayaking and beach vacations. Her family’s travels have taken them to places like Yellowstone and Glacier National Parks, the Grand Canyon, the California coast, Hawaii, and Disney World.
Sponsored by:
Thank You To Our Sponsors
Event Speakers to be Announced!
Event Co-Hosts
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