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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
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!
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Junior CEO Roundtable Ticket $1,399
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Junior CEO Roundtable Workshop Ticket* $897
*Saturday Only – Open to Senior CEO Attendees*
*Event tickets are non-refundable. View our Terms & Conditions HERE
Friday, May 3rd
Check-In
Susan Gunn
Break
Dr. Julie Woods
Mentor Mixer
Saturday, May 4th
Check-In/Breakfast
Vision & Mission Statement Workshop
Meet with Sponsors
Lunch
SWOT Analysis Workshop
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.
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:
- This course will teach you what a vision statement is and what a mission statement is and the importance of both in your practice.
- The course instructor will guide you on how to create both the vision and mission statement so that you will be able to share it with your team when you get back to your practice.
- The instructor will also discuss Core Values and go over your core values and how it relates to your team's performance.
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:
- Attendees will be taken through this exercise to help identify areas that the business is doing well and or can improve.
- This exercise will show different dimensions when done individually vs. with your team. You can identify the different perspectives which help organizations grow to new heights!
- The instructor will help you organize the SWOT so that there is accountability and a way to track progress with your team.
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.
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:
- How to establish an appropriate marketing budget.
- How to attract your ideal patient using today's marketing platforms.
- How to overcome the high-volume, low-profit model with our Conversion Equation as it applies to curing problems with case acceptance.
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:
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:
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:
- Set a realistic business and personal financial self-care plan to meet the long-term goals of you and your family—even through times of adversity.
- Identify tax strategies to improve cash flow and support market volatility.
- Learn how to diversify your portfolio.
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:
- Learn about different employment laws that can lead to an employment claim.
- Learn to identify risk factors that you can identify in your own workplace.
- Learn policies and best practices to reduce the risk of a lawsuit.
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:
- What is mindset and how does it affect leadership?
- Dentistry is not a solo sport, your team needs a Leader.
- How to utilize mindset and leadership to bring your vision to life.
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:
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:
- The importance of tracking your financial progress
- How a system can remove emotions from your money decisions
- The secret to investment returns is simpler than you think
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:
Thank You To Our Sponsors
Event Co-Hosts
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