Practice Management

Practice Management

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  • Product not yet rated Includes Credits

    CE Hours: 0.75

    Description: As endodontists, our team is our greatest resource. To achieve our goals and have a fun and productive practice environment, we must have a strong team to support us. This presentation will discuss how to design your ideal team and attract and retain top talent. We will explore what elements of a work environment are most important to modern employees and how your practice can meet these benchmarks. This presentation will outline the importance of defining company core values to create a positive company culture, the power of continued team education, and how you can be the leader that they need you to be.

    Learning Objectives:  

    • Describe what modern employees seek in a work environment.
    • Discuss what core values are and how they can positively impact their company culture.
    • Discuss leadership strategies that will enhance your practice environment.

    Monica Estes, D.M.D, M.S.D.

    Dr. Monica Estes pursued her dental education at Tufts University School of Dental Medicine. She graduated summa cum laude in 2010. She served on active duty as a dental officer in the United States Navy, proudly serving her country for five years. She completed a one-year Advanced Education in General Dentistry residency and deployed to Afghanistan to support Operation Enduring Freedom. Dr. Estes earned numerous military honors.
    She completed her Endodontic residency at the Medical University of South Carolina, earning a specialty Certificate in Endodontics. She conducted research on anti-bacterial endodontic materials and earned a Masters of Science in Dentistry.

    Dr. Estes is committed to excellence. She obtained board-certification and opened her practice, Innovative Endodontics, in 2018. She has expanded her practice to three locations. She is proud to be a woman and veteran-owned endodontic entrepreneur. Her passions lie in the business of endodontics and practice enhancement.

    Disclosure(s): No financial relationships to disclose

  • Product not yet rated Includes Credits

    CE Hours: 1.0

    Description: Persistent worry and negative thinking impair our cognitive function, limiting problem- solving abilities and creative thinking which directly affect clinical  outcomes and personal well-being. How can we counteract these crippling effects to foster a resilient, thriving professional environment? The line between personal mindset and professional identity is increasingly intertwined. This course ventures deep into the heart of this connection, exploring how mindset shapes our professional journeys and the importance of maintaining optimism and gratitude through unexpected challenges. Participants will discover the science behind optimism and its crucial role in strategic success. We will differentiate between toxic positivity and authentic happiness and engage with Dr. Mendelson's TEAM Framework to understand the profound impact of thoughts on outcomes. With a blend of cutting-edge research and actionable insights, participants will learn to leverage their inner dialogue to craft a professional identity that resonates with success, innovation, and fulfillment. From dissecting the complexities of the mind-body connection to applying methodologies within organizational structures, learn a scientific and holistic approach to personal and professional development. This course is a beacon for those seeking to elevate their cognitive capabilities while fostering a culture of gratitude and resilience.

    Learning Objectives:  

    • Apply research based methods to enhance cognitive and visual functions for improved decision making and productivity
    • Differentiate between toxic positivity and evidence based happiness strategies to foster authentic practice wellbeing.
    • Analyze the impact of mindset on professional identity and clinical success utilizing the TEAM Framework.

    Martin R. Mendelson, D.D.S., CPC, ELI-MP

    Transforming adversity into opportunity, Dr. Martin R. Mendelson, FIADFE, CPC redirected a devastating medical disablement from his clinical career into a passion for helping leaders through the science of mindset and positivity. For over twenty years, he has empowered professionals nationwide to lighten the leadership load, enhancing decision-making and nurturing cultures where transparency leads to team excellence.

    Dr. Mendelson’s profound impact boosts team cohesion, communication, and productivity through his speaking programs and consultancy, Metamorphosis Coaching. With a unique TEAMTM approach emphasizing Trust, Engagement, Accountability, and Mindset,
    he guides leaders in lifting management burdens and fostering happier, more effective teams.

    Dr. Mendelson holds executive coaching, team coaching/facilitation, emotional intelligence, and happiness studies certifications. He served as Adjunct Clinical Faculty through Nova Southeastern University College of Dental Medicine and held the position of Resident Faculty through Spear Education for over a decade. A recognized thought leader, his insights on fostering positivity and achievement within professional settings are featured across various media platforms.

    Disclosure(s): DENTSPLY Sirona Dental Specialties: Speaker/Honoraria (includes speakers bureau, symposia, and expert witness) (Ongoing), Travel Expenses (Ongoing); Metamorphosis Coaching, LLC: Ownership Interest (stocks, stock options, patent or other intellectual property or other ownership interest excluding diversified mutual funds) (Ongoing)

  • Product not yet rated Includes Credits

    CE Hours: 1.0

    Description: Cybercriminals are watching. As a dental professional, you are a high-value target for hackers, identity thieves, and ransomware attacks. Your patient data, financial records, and personal information are all at risk. One wrong click, one weak password, or one overlooked update could open the door to a catastrophic breach. Cybersecurity is no longer optional, it is the only thing standing between you and a devastating financial or reputational loss. This session will show you the real threats you face and how to take immediate, effective action before it’s too late.

    Learning Objectives:  

    • Identify and assess key cybersecurity threats targeting individuals and organizations, including phishing, social engineering, and data breaches.
    • Implement and demonstrate effective cybersecurity best practices by applying the right balance of people, processes, and technology to mitigate risks.
    • Develop and evaluate a personal or organizational cybersecurity strategy that enhances protection, response, and resilience against evolving cyber threats

    Gary Evee

    Gary Evee is a visionary entrepreneur, business leader, and cybersecurity expert dedicated to protecting high-net-worth individuals, executives, and enterprises from digital threats. As the Founder and CEO of Aprivè and Evee Security Consulting Group, he has built industry-leading companies that provide cutting-edge cyber defense, identity protection, and incident response solutions. His expertise bridges the gap between business strategy and cybersecurity, making him a trusted authority in risk management and executive digital protection.

    With more than 25 years in technology and cybersecurity, Gary has held executive leadership roles, including at IBM’s Cybersecurity Business Unit, where he played a pivotal role in global sales, business development, and security innovation. He has advised Fortune 500 companies on navigating complex security challenges and is a strong advocate for cybersecurity education and workforce development.

    As the founder of CyberTrust MA, Gary is actively training and equipping the next generation of cybersecurity professionals. He serves on the Board of Trustees for Dedham Savings Bank and Charlesbridge and is a visiting fellow at the National Security Institute at George Mason University. He is also a Board Director of Aware, Inc., a publicly traded leader in biometrics and identity authentication solutions.

    A sought-after speaker and thought leader, Gary regularly shares insights on cyber risk, digital security for executives, and the future of identity protection, empowering individuals and organizations to stay ahead of emerging threats.

    Disclosure(s): No financial relationships to disclose

  • Includes Credits

    CE Hours: 1.5

    Learning Objectives:  

    • Describe different types of practice models
    • Explain the trends we are seeing within practice models
    • Explain the associate's role in each practice model

    Helen Yang Meyer

    Dr. Helen Yang Meyer received her BA and DMD degrees from Harvard University. She practiced general dentistry in Singapore for a year before returning stateside to pursue specialty training in endodontics at the University of Illinois at Chicago College of Dentistry. She practices in beautiful Colorado Springs at Colorado Endodontic Group, which is co-located with an oral surgery practice and an prosthodontic/ implant practice.

    Dr. Yang contributes to her profession and the community by volunteering on AAE committees, on the local dental society board, and at annual Colorado Mission of Mercy clinics. She formerly chaired the AAE Residents and New Practitioners Committee and has presented to endodontic residents at the APICES conference. She co-authored and edited the book “Your Essential Guide to Dental School Admissions" to help aspiring pre-dental students find their home in the dental profession. In her spare time, she enjoys hiking mountains and scouring local used bookstores in search of books to add to her award-winning collection of Sherlock Holmes mysteries.

    Speaker Disclosure

    I declare that I have no proprietary, financial, or other personal interest of any nature or kind in any product, service, course, and/or company, or in any firm beneficially associated therewith, that will be discussed or considered during the proposed presentation.

    Vicky Nguyen, DDS, MSD

    Dr. Vicky Nguyen is a private practice endodontist in Seattle, Washington who works full time as an associate in downtown Seattle and teaches part-time as an affiliate faculty member at the University of Washington School of Dentistry. She graduated from the University of the Pacific School of Dentistry and the University of Washington's Endodontics residency program. She has served as an ad hoc member of the AAE Foundation's Access to Care Committee and is a current member of the AAE's Corporate Relations Committee. 

    Disclosure(s): No financial relationships to disclose

    Nabeel M. Atassi, D.D.S., M.S.

    After receiving his Bachelor of Science degree from The University of Illinois at Urbana-Champaign, Dr. Nabeel Atassi attended Indiana University School of Dentistry where he received his DDS. He followed that with a 1 year GPR at the Indianapolis Roudebush VA Hopsital and received his Certificate in Endodontics from the University of Illinois-Chicago College of Dentistry. In 2022, he partnered with US Endo Partners (now Specialized Dental Partners). 

    Dr. Atassi is a Diplomate of the American Board of Endodontics. He currently sits on the board of the Chicago Dental Society’s Northwest Suburban Branch and the Edgard D. Coolidge Endodontic Study Club. He is also an active member of the American Association of Endodontists, the Illinois Association of Endodontist,  the American Dental Association, and the Illinois State Dental Society. He is always seeking to learn more about all aspects of dentistry and is a member of the Northwest Clinical Seminars-Seattle Study Club. Additionally, he is an Associate Clinical Professor in the Department of Endodontics at the University of Illinois-Chicago College of Dentistry.

    When not working, Dr. Atassi enjoys spending time with his family, including his wife Kelly and his two daughters. Staying active is very important to him and he tries to find time to travel as much as possible.

    Disclosure(s): No financial relationships to disclose

    Zaid Hadi, D.M.D, M.S.

    Dr. Zaid Hadi, a dedicated endodontist, pursued excellence throughout his dental career. After earning his initial dental degree, he furthered his education in the United States, graduating from the esteemed University of Pennsylvania with a D.M.D. and an award for his exceptional endodontic skills.
    Driven by his passion, Dr. Hadi deepened his expertise at the University of Michigan, completing a rigorous postgraduate program in Endodontics and earning a Master of Science in Dentistry. He is committed to providing the highest quality care to his patients and is actively involved in professional organizations like the American Dental Association and the American Association of Endodontists.

    Disclosure(s): No financial relationships to disclose

    Kenneth J. Frick, D.D.S., M.S.

    Dr. Frick began his academic career at UMKC in 2013 after 25 years of private practice. He is currently the Director of the Advanced Education Program in Endodontics. He is a Diplomate of the American Board of Endodontics and holds dental licensure in Arizona, Kansas, and Missouri. He graduated from the University of Missouri-School of Dentistry in 1986 and then completed three years in the USAF as a Dental Officer, receiving advanced training in general dentistry. In 1997 he graduated from Marquette University with a Certificate in Endodontics and a Master’s Degree in Oral Biology. From 1997 to 2012 he practiced as an endodontist in Scottsdale, AZ. His research interests are in clinical teaching methodologies and biomaterials.

    Speaker Disclosure 

    I declare that I have no proprietary, financial, or other personal interest of any nature or kind in any product, service, course, and/or company, or in any firm beneficially associated therewith, that will be discussed or considered during the proposed presentation.

  • Product not yet rated Includes Credits

    CE Hours: 1.5

    Description: Dental school and residency prepare us to practice endodontics and earn a good living, do not how to successfully invest the money and create wealth over the course of a career.  Dr. Schwartz will cover the basics of investing, and describe a simple method that anyone can do on their own with little effort and virtually no expertise.  It is as close as you will come to a sure thing in the investing world and will allow you to outperform most of the investment advisors and professional money managers. Some endodontists who earn a large amount of money over the course of their careers never achieve financial freedom and independence.  That simply shouldn't happen.  This presentation will be geared to residents and recent graduates, but will contain information of value to any investor.

    Learning Objectives:  

    • Describe the basic principles of investing.
    • Discuss a simple method of investing in the stock market that anyone can use and be successful.
    • Discuss some of the common mistakes investors make that prevent them from reaching their financial goals.

    Richard S. Schwartz, D.D.S.

    Dr. Schwartz has been an endodontist for 26 years and has been an active investor for more than 45 years.  Along the way he has made some mistakes, but has generally followed a method that has been quite successful which has resulted in financial independence for his family.  His method of investing is very simple and requires no financial expertise.  He has taught this method to many young dentists over the past 35 years, and those who followed his advice have been very successful.  Dr. Schwartz is not a financial advisor and has no advanced degrees related to investing.

    Disclosure(s): No financial relationships to disclose

  • Product not yet rated Includes Credits

    CE Hours: 1.5

    Description: Facebook, Instagram, LinkedIn, TikTok... where do you begin, and how do you grow your practice with social media? In this workshop-style presentation, learn how to build a compelling social media presence, leverage algorithms, develop posting strategies, boost Ads, utilize copywriting tools, and create engaging content. Receive easy-to-implement strategies, scripts, and training to create impactful video content, including patient testimonials. Plus, discover how to run targeted ads and internal marketing contests to connect with current patients and convert new ones! Uncover insights for maximizing reach, establishing a strong brand, and driving patient growth. BONUS: Ads & Video Testimonial Training!

    Learning Objectives:  

    • Explain what, when and how to use social media for patient education and conversions.
    • Create content with videos to showcase the patient experience.
    • Build targeted social media Ads.

    Minal Sampat, BA, RDH

    Minal Sampat is a Best Selling Author, Marketing Strategist, Social Media Coach, and Dental Hygienist. She was born in India, grew up in the U.S. Virgin Islands, went to college in NJ, and now lives in WA State with her husband and an extensive shoe collection! She launched her first company by breaking a Guinness World Record and since then has helped 100s of dental practices and businesses with marketing strategies to grow production while reducing marketing expenses. Minal is also the founder of Marketologist™ - an online marketing training program and CE on the Beach™ - where she hosts CE events on tropical islands! This year it's in June in the Cayman Islands! She is also the co-founder of the Pediatric Dental Marketing Course & Pediatric Dental Growth Summit! Minal’s marketing strategies have been featured in industry press AND on Forbes.com...not once, not twice...but 7 times in the last 4 years.

    Disclosure(s): No financial relationships to disclose

  • Product not yet rated Includes Credits

    CE Hours: 0.75

    Description: In today's professional landscape, the importance of disability insurance cannot be overstated, yet many practitioners remain unaware of its intricacies until faced with unforeseen circumstances. This lecture offers a comprehensive exploration of disability insurance through an endodontist's personal journey. This lecture begins with a candid reflection on the initial decision-making process and the false sense of security it can provide and navigates through the complexities of disability insurance, common misconceptions and pitfalls when filing a claim. Participants will gain insights into the types of disability insurance available, the documentation required for claims, and the challenges inherent in the claim process itself. Through real-life examples and practical guidance, attendees will learn how to build a robust support network of advisors and proactively prepare for the unexpected before and after it happens. At conclusion, participants will emerge with the knowledge and resources needed to navigate the nuanced world of disability insurance with confidence and foresight, ensuring peace of mind in the face of adversity.

    Learning Objectives:  

    • List the appropriate records requested by disability insurance companies, should practitioners ever have to file for disability.
    • Describe the disability claim process. I.e. who to contact, when to start the process, timelines, ongoing document requests, who are your allies/enemies.
    • List the advisors to have in place before you get injured. i.e. Disability agents (not necessarily yours), accountant, financial planner, attorney, etc.

    Kari L. Brodsky, D.D.S., M.S.

    Dr. Kari L. Brodsky is a Diplomate of the American Board of Endodontics and is on the Board of Directors of the Michigan Association of Endodontists. Dr. Brodsky is currently pursuing an MBA at the University of Michigan, Ross School of Business with a special interest in promoting financial literacy amongst endodontists. 

    In 2015, Dr. Brodsky earned both a specialty certificate in endodontics and a master’s degree from the University of Detroit Mercy, School of Dentistry. During her residency, she was awarded the Robert Ellison Award for her outstanding knowledge of endodontic literature by the Michigan Association of Endodontists.

    Dr. Brodsky completed a General Practice Residency (GPR) at Northwestern Memorial Hospital in Chicago, Illinois, and earned her Doctor of Dental Surgery (DDS) from the University of Detroit Mercy in 2012. Dr. Brodsky began her academic career at Kalamazoo College, where she pursued a collegiate soccer career.

    Dr. Brodsky is passionate about continued education, health and fitness, and her family. 

    Disclosure(s): GV Black Capital: Employment (Ongoing)

  • Product not yet rated Includes Credits

    CE Hours: 1.5

    Description: Every practice transition is distinct, and each one is driven by the unique personalities of the individuals and businesses involved in the deal. And while the same can be said of the legal and strategic business considerations involved in practice transitions, there are many issues that are common across all of them. During this presentation, David M. Aafedt, Shareholder, Practice Group Leader and Board Member at the Minneapolis Law Firm of Winthrop & Weinstine, P.A., will explore the key business and legal considerations to keep in mind during any practice transition, whether the sale is being made to an individual, a practice group, or a DSO.

    Learning Objectives:

    • Describe the steps that a prospective seller or purchaser should undertake before commencing the transition process.
    • Identify the due diligence that should be undertaken prior to closing on any practice transition.
    • Summarize the key legal and strategic business considerations that arise in a practice transition.

    David M. Aafedt, J.D.

    David is a shareholder, practice group leader, and board member at the Minneapolis law firm of Winthrop & Weinstine, P.A., after having previously served as an Assistant Attorney General with the Minnesota Attorney General’s office. 

    David serves as legal counsel to hundreds of medical and dental providers, as well as health care businesses, regarding mergers, acquisitions, and transitions, licensing board investigations and enforcement proceedings, federal and state compliance and regulatory matters, government and private payer billing audits investigations, including fraud, waste and abuse, anti-kickback and Stark; credentialing and peer review; and state and federal privacy laws, including data breaches. He also routinely works with providers and their practices to conduct compliance audits to identify potential risks, and ensure that appropriate procedures and training are in place.

    David also serves as an Assistant Adjunct Professor at the University of Minnesota School of Dentistry, where he teaches Legal Issues to the fourth year dental students.

    David served as Chair of the Board of Directors for the Better Business Bureau of Minnesota and North Dakota for twelve years and now serves as its outside general counsel. He also serves on the Board and as Public Policy Commitee Chair for the Alzheimer's Association of Minnesota and North Dakota.

    David was recognized by Best Lawyers in America© as “Lawyer of the Year” for Administrative/Regulatory Law in 2017 and 2019, has also been listed in Best Lawyers for Insurance Law and Health Law, and has been selected to the Minnesota Super Lawyers list for Administrative and Regulatory Law since 2007. David has also serves on the Executive Council of the Health Law and Administrative Law Sections of the MSBA.

    Speaker Disclosure 

    I declare that I have no proprietary, financial, or other personal interest of any nature or kind in any product, service, course, and/or company, or in any firm beneficially associated therewith, that will be discussed or considered during the proposed presentation.

  • Product not yet rated Includes Credits

    CE Hours: 0.75

    Description: The Big Change: Identifying Medical Necessity.Transforming Into the New World of Medical Providers Sending Referrals and Oral-Systemic Issues is the most advanced information we have regarding documentation of a medical necessity.  The advancement of CBCT to be the "standard of care" within Endodontics has advanced your treatments and allowed patients to understand that treatment can be lifesaving."Medical necessity is defined as accepted health care services and supplies provided by health care entities, appropriate to evaluating and treating a disease, condition, illness or injury and consistent with the applicable standard of care.This course will allow you to learn what and how to use diagnostic codes to describe the infections and treatments you are providing to save your patients' lives.

    Learning Objectives:  

    • Use a comprehensive medical history, information if needed by the medical provider, and the available tests that we use in our field to pinpoint the type of infection we are dealing with.
    • Develop the need for patients to understand that you are not treating teeth but the active infection traveling throughout their body. This is even more critical if they already have a systemic issue. In a healthy patient, this can cause many other systemic problems if not taken care of quickly. Patients need to understand that you are the providers who can help remove infections.
    • The change in documentation is a must, including the SOAP system that all insurance companies depend on to provide payment. It also protects you from malpractice.  "The identification of Subjective, Objective, Assessment, and plan are the keys to providing a simple way to ensure you have what you need for charts contain all this information to use as your medical necessity.

    Christine Taxin

    Christine Taxin, an Adjunct Professor, is recognized as a leading authority on collaborative work between medical and dental providers. Her professional relationships with esteemed doctors at institutions like Buffalo State University, Harvard, NYU Dental University, and Pacific University have bolstered her reputation. She has authored workbooks and contributed to the evolving landscape of our field. Christine is authorized to teach Coding in conjunction with the AMA and ADA. Her professional memberships, including the DQA Dental Quality Alliance, ADA, AMA, and others, continue to expand annually. She possesses all the necessary billing course credentials for certification through Q'Pro.com, which offers certification programs within the healthcare sector. Christine is a firm believer in acknowledging the contributions of Team Members in the dental industry, offering CE credits for all courses accredited by Pace, and enabling billers to earn certifications that reflect their skills and the annual updates in the field.

    Disclosure(s): No financial relationships to disclose

  • Product not yet rated Includes Credits

    CE Hours: 1.5

    Description: Ben Glass will show you exactly what terms you want to see in your disability policy (you will probably want to talk to your agent after this!) and then he will walk through the framework for submitting a bulletproof claim for benefits. Mr Glass has seen too many health care professionals create unnecessary delay and hassle with their claim or worse, leave big money on the table after having invested for years in a policy.

    Learning Objectives:  

    • Explain the "language of disability insurance" well enough to have a great discussion with their insurance agent.
    • Describe how to make it easy for the disability insurance claims rep to say "yes" to your claim.
    • Describe the pitfalls that await the unsuspecting doctor who relies on "friends and families" for disability claim advice.

    Ben Glass

    Ben Glass is a distinguished attorney and entrepreneur based in Fairfax, Virginia, with over 40 years of experience in personal injury law and disability insurance. He is the founder of BenGlassLaw, a firm renowned for its commitment to client advocacy and exceptional legal representation. 

    In addition to his legal practice, Ben is a recognized leader in legal marketing, having founded Great Legal Marketing, where he teaches innovative, ethical marketing strategies to attorneys. His expertise has made him a sought-after speaker and author, contributing to various publications and podcasts, including the Renegade Lawyer Podcast.

    Ben's journey began in Annandale, Virginia, where he was an accomplished youth soccer player before earning his law degree from George Mason University. He is passionate about helping others succeed and believes in the power of mindset and mentorship. Outside of his professional endeavors, Ben enjoys spending time with his family and remains active in youth soccer as a referee.

    With a unique blend of legal expertise and marketing acumen, Ben Glass continues to inspire both clients and legal professionals, proving that success in law can also lead to meaningful contributions to society.

    Disclosure(s): No financial relationships to disclose

    Mike Reynolds

    Dr. Michael Reynolds is originally from West Des Moines, Iowa. He earned his BA in Microbiology from Miami University, Ohio in 2004 and his DDS from the University of Iowa in 2008. He then completed a General Practice Residency at the University and VA Hospitals in Iowa City. During residency, Dr. Reynolds received training in sedation, treating medically compromised patients, and advanced oral surgery.

    Dr. Reynolds practiced general dentistry in Minnesota at Family Dental Clinic in Minneapolis and Northwest Dental Group in Rochester before returning to endodontic residency at the University of Iowa. He served as Chief Resident and won the Mike Fuller award at the Iowa Section of the American Association for Dental Research.

    He is co-author of the chapter on Dento-Alveolar Trauma in Oral and Maxillofacial Trauma, 4th Edition. Dr. Reynolds is a board certified Diplomate of the American Board of Endodontics.

    Dr. Reynolds served on the American Association of Endodontists Resident and New Practitioner Committee, where he facilitated the growth of new practitioners and residents. He also authored numerous articles for the Paper Point newsletter.  Dr. Reynolds is involved in the American Association of Endodontics (AAE), Minnesota Dental Association (MDA), American Dental Association (ADA), Saint Paul District Dental Society (SPDDS), and Minneapolis District Dental Society (MDDS).

    Dr. Reynolds and his wife, Macey, have 2 daughters, Kate and Molly, and son, Brady. They enjoy running, golf, supporting Iowa Hawkeye athletics, and attending Grace Church in Eden Prairie. During the summer, they enjoy spending time at Lake Okoboji with their families and friends.

    Disclosure(s): No financial relationships to disclose