The CEO Experience
Event Details
Thursday, July 23, 2026
11:00 AM - 5:00 PM
Friday, July 24, 2026
8:00 AM - 5:00 PM
Location:
Hyatt Place Chicago / Wicker Park
1551 West North Ave / Ashland,
Chicago, IL 60622
*Schedule is subject to change.
Join Us!
A 1.5-day intensive for practice owners who are done figuring it out alone.
Ticket Pricing:
-
General Admission $999
*Event tickets are non-refundable. View our Terms & Conditions HERE
What you’ll walk away with:
1.5 days of rolling up our sleeves on the real stuff:
- Your practice financials (what to run, how to read them)
- The numbers that tell you if your business is actually healthy
- HR, hiring, and the employee conversations you’ve been avoiding
- Systems that work without you in the room
Best of speakers from previous CEO Roundtables
*(pending speaker availability)
- Leadership & Team Culture
- Women’s Health & Longevity
- Practice Finance & Wealth Building
- Personal Brand & Visibility
Seats are limited to 25. When they’re gone, they’re gone.
Thursday, July 23rd
Check In
Welcome
Ally Tompkins
Private Practice Therapist and Mental Health Expert
Jaime Staley
CPA, MSA, and co-founder of Willow Virtual CFO
Dr. Grace Yum
Founder & CEO of Mommy Dentists in Business
Dinner
Friday, July 24th
Check In & Breakfast
Dr. Grace Yum
Founder & CEO of Mommy Dentists in Business
Parham Nabatian
Co-founder of The DocSites
LUNCH & Exhibitor Hours
Breakout Session
With Dr. Grace Yum
CeCe Delgado
COO of CEDR HR Solutions
Giveaways & Closing Messages
View Exclusive Offers & Learn More About Our Sponsors!
Meet the Speakers
Course Title:
Workplace Boundaries: A comprehensive approach for a Mommy Dentist
Course Description:
Balancing work and life can be tough for business owners. The demands are high, the needs are many, and the hours are few. Add in motherhood, and you can be sure that burnout is lurking just around the corner. Participants in this course will learn what boundaries are (and are not!) and discover ways to improve work/life balance by setting and upholding effective, professional, and respectful boundaries with employees and peers alike.
Course Objectives:
- Learn what boundaries are and identify individual areas of need.
- Uncover common barriers to setting boundaries.
- Practice ways to implement and maintain effective boundaries.
About The Speaker
Ally Tompkins
Ally Tompkins is a private practice therapist and mental health expert specializing in the complex relationship between self-image, stress, and the demands of modern life. Ally works with adult clients in Illinois and Indiana, where she approaches her work with empathy, curiosity, and a strong clinical foundation. Prior to owning her private practice, Ally served as the clinical manager of a 30-bed treatment center in Chicago, where she led a large multidisciplinary team and oversaw all daily operations and programming for the facility.
Her clinical work is uniquely informed by her previous career as a journalist and Research Director for a Chicago-based business magazine. Having spent years reporting on corporate culture and workplace trends, Ally has a deep, firsthand understanding of the environments her clients navigate daily. This allows her to bridge the gap between mental wellness and the practical realities of professional life—from mastering effective communication to managing the pressures of a high-stakes career.
Ally recently relocated from Chicago to the nearby suburbs with her husband, their two young kids, and the world’s most tolerant cat, Rosie.
Sponsored by:
Course Title:
From Overwhelmed to In Control: Understanding the Numbers Behind Your Practice
Course Description:
This is a hands-on workshop designed to help dental practice owners better understand and use their Profit & Loss statement to make smarter business decisions. Participants will learn how to focus on the key financial metrics that drive profitability, identify common financial blind spots, and apply practical strategies to improve operational performance. Through interactive discussions and real-world case studies, attendees will leave with greater confidence, clarity, and an actionable plan for gaining better control of their practice finances.
Course Objectives:
- Interpret the key components of a dental practice P&L statement and distinguish the financial drivers that most directly impact profitability and operational performance.
- Identify and evaluate the five critical financial metrics—including payroll, collections, supplies, overhead, and net profit percentages—to assess the financial health of their practice.
- Apply practical decision-making strategies using P&L data to identify inefficiencies, prioritize improvements, and develop actionable next steps for increasing financial visibility and control.
About The Speaker
Jaime Staley
Jaime Staley, CPA, MSA, is the co-founder of Willow Virtual CFO and a trusted advisor to dental practice owners for more than 10 years. With over 25 years of accounting and finance experience, Jaime specializes in helping dental and healthcare entrepreneurs understand their numbers, improve profitability, and make confident financial decisions. Known for her approachable teaching style, she is passionate about simplifying complex financial concepts and empowering practice owners to feel more in control of their business. As both a business owner and mom, Jaime is especially passionate about helping entrepreneurs build successful businesses while maintaining balance in their personal lives.
Sponsored by:
Course Title:
Fast Answers, Faster Lawsuits: Guardrails, Policies, and Protection for AI Use in Small Dental Practices
Course Description:
This course revisits the basics of why legally compliant HR policies and practices are the foundation owners and managers need to keep their practice out of trouble, while also serving as practical management tools that reduce day-to-day people problems. It also explains why public-facing AI tools don’t serve dental practices well in HR, and how relying on confident-sounding AI guidance can create serious compliance gaps, employee escalations, and real legal exposure.
Course Objectives:
- Use workplace policies strategically to improve management consistency, reduce recurring people problems, and strengthen organizational protection in the event of complaints, investigations, or legal scrutiny.
- Identify the risks of using public AI for HR-related decisions in dental practices, including inaccurate guidance, incomplete compliance information, and legally sensitive situations where AI should never be relied upon.
- Establish practical guardrails for responsible AI use in the workplace, including how to evaluate “safe AI,” set employee expectations, and respond when AI-generated HR misinformation creates workplace challenges.
About The Speaker
CeCe Delgado
CeCe has been with CEDR HR Solutions since 2021 and brings over 20 years of business, people management, and HR-related experience in private, non-profit, and healthcare industries. With a master’s degree in human resource management, CeCe’s focus is on strengthening the desired workplace culture through strategic, compassionate, and compliant solutions to business and HR needs. CeCe is also a recurring guest speaker on Paul Edwards’ popular HR podcast, What the Hell Just Happened?!
Sponsored by:
Course Title:
How To Attract Quality New Patients on Google and Ai Search Tools
Course Description:
This course will walk you through a comprehensive strategy to not only attract but also retain the right patients for your practice. Dental practices are pillars of a community, and marketing with that mindset will achieve long-term growth. You’ll learn simple, effective ways to optimize your team’s efforts online, leverage services like search engine optimization (SEO), Ai Search, Google advertising, and Google Maps optimization, and ensure your website effectively showcases your expertise, builds trust, and engages potential patients.
Course Objectives:
- In-depth understanding of the core elements of Search Engine Optimization and Google Maps optimization, to stand out in a crowded market.
- Ensure your website clearly highlights your practice’s unique value propositions and effectively converts visitors into loyal patients.
- Understand the key factors of Google Advertising to ensure a positive ROI and avoid wasting your budget.
- Leverage AI and other support tools to give patients an optimal online experience.
About The Speaker
Parham Nabatian
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!
Sponsored by:
Thank You To Our Sponsors
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