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Junior CEO Roundtable – May 2024

Event Details

May 3rd, 2024
2:00pm - 5:00pm

May 4th, 2024
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.

Junior CEO Roundtable

Join us in Huntington Beach, CA for our Junior CEO Roundtable!

*Saturday Only – Open to Senior CEO Attendees*

*Event tickets are non-refundable. View our Terms & Conditions HERE

Friday, May 3rd

1:30 - 2:00 PM

Check-In

1:30 - 2:00 PM
2:00 - 3:30 PM

Susan Gunn

2:00 - 3:30 PM
3:30 - 4:00 PM

Break

3:30 - 4:00 PM
4:00 - 5:00 PM

Dr. Julie Woods

4:00 - 5:00 PM
5:00 - 6:00 PM

Mentor Mixer

5:00 - 6:00 PM

Saturday, May 4th

7:00 - 8:00 AM

Check-In/Breakfast

7:00 - 8:00 AM
8:00 - 11:00 AM

Vision & Mission Statement Workshop

8:00 - 11:00 AM
11:00 - 12:00 PM

Meet with Sponsors

11:00 - 12:00 PM
12:00 - 1:00 PM

Lunch

12:00 - 1:00 PM
1:00 - 4:00 PM

SWOT Analysis Workshop

1:00 - 4:00 PM
4:00 PM

Closing Messages

4:00 PM

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:
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.

About The Speaker

DR. GRACE YUM

Dr. Grace Yum grew up in Glenview, Illinois and now lives in sunny California. She is a mother and a certified pediatric dentist, a certification achieved by only 5% of all dentists in the U.S. Dr. Yum is the former founder and practice owner of Yummy Dental & Orthodontics for Kids and she is also the founder and CEO of Mommy Dentists in Business.

Mommy Dentists in Business was started in June of 2017 by Dr. Grace Yum, while on a business trip with her husband. She noticed how lawyers connected and networked with one another and felt that dentistry was missing that component of camaraderie. The Facebook group was a way to connect dentists from all over the world, especially dentists like herself, moms that are business owners.

In addition to managing the MDIB community, Dr. Yum hosts her own podcast, Mommy Dentists in Business Podcast. With 20 seasons and counting, Dr. Yum’s podcast has been in the iTunes top 100, was ranked #3 of 15 of the top dental podcasts by Patterson Dental’s “Off the Cusp” publication and has been downloaded over 200,000 times.

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 many 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.

Morning Lecture

Course Title:

How to create your Vision/Mission Statement and Develop Core Values for your Team and Patients

Course Description:

This workshop is for practice owners to develop their vision and mission for their business. This will help guide their team to set clear goals that will provide direction and core values for their team and patients.

Course Objectives:

Afternoon Lecture

Course Title:

Preparing and Analyzing a SWOT Analysis for your Practice

Course Description:

This workshop is designed to walk you through a SWOT Analysis to help you identify your company strengths, weaknesses, opportunities, and threats. It is designed to help organize your thoughts and track metrics. When done properly, business owners can create a plan to identify things they can improve upon with their teams.

Course Objectives:
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:
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.

Check out these great offers from our event sponsors!

Event Speakers

Course Title:

Grow Your Practice With The Right Patients: A Step-By-Step Guide

Course Description:

The landscape of dentistry and dental marketing has undergone tremendous changes in the last ten years, and it’s crucial to confront these challenges head-on! Explore our advanced strategies for practice growth, designed to help you reach your maximum potential and break free from insurance-driven constraints. Attendees will be introduced to concepts around market positioning, authority marketing, patient categorization, and how to follow up so that long term value is retained in patients who may not be ready to commit today. Imagery and Artificial Intelligence will be discussed in the context of awareness and value creation.

Course Objectives:
About The Speakers

Dr. Nate Jeal &
Dr. Bao-Tran Nguyen

Dr. Nate Jeal and Dr. Bao-Tran Nguyen are the founders of Fast Growth Dental, a marketing and consultant company serving the dental industry.

As thought leaders in dentistry, Drs. Jeal and Nguyen are regularly featured as speakers at dental symposia and conferences. Their dental business strategies are backed by real results. Over the past 13 years they have built their own multi-location practices while serving as Key Opinion Leaders of the American Academy of Clear Aligners, where, as advisory board members they have trained hundreds of dentists on marketing, conversion and social media strategies, including their $100,000 Day program.

Drs. Nguyen and Jeal are proud Clinical & Educational Consultants to the Aurum Group, where they are involved in marketing, sales strategy and market research. They are leaders in the development of the Aurum Academy, focused on bridging the gap between the clinical and business aspects of dental continuing education. 

Through their educational programs and consulting, Drs. Nguyen and Jeal provide the dental industry with a playbook for achieving predictable results while building durable businesses that produce profits and enjoyment.

Sponsored by:
Fast Growth Dental Logo (4)
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:
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:

Financial Decisions to Set Up Success: Your Personal and Practice Roadmap

Course Description:

As women, we often feel we must ‘do it all.’ Female dentists especially face unique demands, juggling a practice and business while providing physically and financially for their families.

They know that earning a high income doesn’t always equate to eased financial anxiety. This lecture will walk attendees through building a plan for keeping and allocating that high-income and building wealth for years to come. CPA Angie Svitak will empower females with financial self-care they can implement today to reach their personal and business goals.

Course Objectives:
About The Speaker

Angie Svitak, CPA

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.

Sponsored by:
Course Title:

HR Autopsy: The Anatomy of a Claim

Course Description:

Protecting yourself from a claim is self-care for your business, join CEDR Solution Center Advisor, Divya Pillai while she breaks down 3 case studies where employees successfully sued their employers. With social media being what it is today, employees are being heavily educated on employment laws which means they’re more litigious now than ever.

Course Objectives:
About The Speaker

Divya Pillai, Solution Center Advisor

Divya is a Solution Center Advisor.  Divya spent several years in industry, where she worked to represent management interests and mitigate risk in legal decision-making.  She moved into the HR space and came to CEDR Solutions because of her passion for employee well-being, productivity, and positive workplace culture.  

Prior to the Solution Center, Divya worked in regulatory trade at RTX Corporation and Mercury Systems, Inc., managing international trade as an empowered official. Divya graduated from the Georgia Institute of Technology and Georgia State University College of Law. After law school, she worked as counsel in regulatory law at McKesson Corporation and as director of contracts at the University of Arizona. Divya resides in Tucson, Arizona with her family and her handsome, grumpy dog named Sam.

Sponsored by:
Course Title:

Leadership and Mindset... Which comes first as a CEO?

Course Description:

Money is complicated for dentists. The first few years of your career are especially difficult to navigate. Join Victoria Ferguson, CFP® to learn about 4 common money mistakes and how to avoid them.

Course Objectives:
About The Speaker

Jennifer Pearce

Jennifer Pearce has been immersed in dentistry since 1995. Though she spent her first 18 years in the industry as a Practice Administrator, her real eye-opener came during her career co-owning multiple successful dental practices. This is when everything clicked: from managing overheads, to leading teams, to grappling with the changes in dentistry on multiple levels, and––most importantly––the insurance complexities.

For Jennifer, dentistry isn’t just about fixing teeth, it’s centered on building and nurturing relationships. She’s all about what she terms “relational dentistry,” emphasizing the power of
strong connections while practicing dentistry, closing cases, and growing the practice with engaged and highly-trained teams.

In 2017, she founded Prosperity Dental Solutions with a simple motto: “Love your practice…Love your life!” Her mission? Not just streamlining dental operations, but also infusing joy and purpose into the profession in and out of the office. She believes a business is held where an owner holds it; comfort zones and the status quo are practice killers if not transitioned.

Jennifer Pearce is the go-to expert in dentistry, blending her wisdom and strategic smarts to uplift dental professionals and reshape how we approach dental care. Her focus on specialized dentistry and limited-insurance-involvement, paired with her caring-but-candid methods, Jennifer is unlike any other coach or consultant in the dental field today.

Sponsored by:
Prosperity Dental Logo
Course Title:

4 Big Money Mistakes

Course Description:

Money is complicated for dentists. The first few years of your career are especially difficult to navigate. Join Victoria Ferguson, CFP® to learn about 4 common money mistakes and how to avoid them.

Course Objectives:
About The Speaker

Victoria Ferguson, CFP

Victoria Ferguson is a Financial Advisor and CFP®. She earned a degree in Finance from the University of Utah and has a background in women’s wealth, holistic financial planning, and building a strong financial foundation. 

Victoria enjoys providing the tools and resources for clients so they can make educated financial decisions they feel good about. She believes that it’s called personal finance for a reason – your money and how you approach it is deeply personal. She helps clients determine when the standard cookie cutter advice doesn’t make sense.

Sponsored by:
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Thank You To Our Sponsors

Event Co-Hosts

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