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.
Dayna Johnson is a dental practice management expert, podcast host and the founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership.
With over 30 years of experience, Dayna’s impact is acknowledged through significant awards, notably being recognized as one of the “Top 25 Women in Dentistry” by Dental Products Report.
She has been featured on several influential platforms like “The Thriving Dentist Show” and has contributed to reputable dental publications like Dental Products Report magazine. As the host of the popular “The High Performing Dental Team” and her membership, Novonee – The Premier Dentrix Community, Dayna helps doctors struggling with day-to-day management of the practice get access to a like-minded community, educational support and resources that elevate operational success and patient care.
Through her life’s work, Dayna’s goal is to empower dental teams to live up to their true potential, provide guidance that transforms challenges into opportunities, and help dental professionals have the thriving practice they’ve always dreamed of.
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.
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.
Parham Nabatian is the co-founder of The DocSites and for the last 15+ years he has collaborated with dental practices to help them achieve a successful online presence. He got his start by helping his first client, a childhood friend, expand to more than 11 offices by utilizing online marketing. Over the past decade, his company has been retained by more than 1000 dental offices of all shapes and sizes to implement a successful web presence and achieve their respective goals. His personal passions include spending time with his wife and kids, eating great food, sports, and travel!
Running a dental practice means navigating an increasingly complex landscape of employment laws, workplace expectations, and compliance risks. This course gives practice owners a clear, practical understanding of the HR issues they encounter every day—and the legal frameworks behind them. Drawing from real cases, current regulations, and more than 25 years of HR expertise, this session demystifies topics like wage and hour rules, harassment prevention, at-will employment, ADA obligations, the NLRA, workplace monitoring, proper documentation, and more.
Participants will walk away with actionable strategies to reduce liability, avoid costly lawsuits, strengthen their leadership structure, and protect their practice through consistent policies and informed decision-making. Whether you’re new to management or a seasoned leader, this session provides the essential HR foundation you need to keep your team supported and your practice compliant.
Paul Edwards is the Founder and CEO of CEDR HR Solutions, backstageHR software, and the Facebook group HR Basecamp. He is also the host of the popular HR podcast, What The Hell Just Happened?!, that currently has over 25,000 downloads.
With over 25 years of experience as a manager and business owner, Paul is well-known throughout the dental community for his expertise when it comes to associate agreements and solving HR issues that impact dental practice owners and managers.
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.
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.
