Agenda

The DSO Leadership Summit 2024 is an exclusive learning and networking event for senior DSO executives, venture capitalists, and key industry partners. This year's summit will provide attendees with straight-forward information, practical advice, and proven strategies for taking their DSO to the next level. With expert speakers and panelists, attendees will gain valuable insights on how to grow their practices and overcome their biggest business challenges. Through interactive sessions and one-on-one meetings with industry leaders, attendees will leave the summit with actionable tips they can implement immediately to drive growth and success in their practice. Don't miss this opportunity to learn from the best and take your DSO to new heights.

Some decorative image
Thursday Sep 26 2024
  • 12:00pm - 4:00pm

    Vendor Set Up

    Atlanta Marriott Marquis

    Vendor Set Up

  • 12:00pm - 5:00pm

    Registration

    Atlanta Marriott Marquis

    Registration

  • 12:00pm - 4:00pm

    Exit At the Top Workshop

    M103

    Exit At the Top Workshop

    Sponsored by TUSK Practice Sales and Dykema

    Join industry thought leaders for a transformative one-day workshop tailored to dental practice owners who want to maximize their practice’s value, whether you’re planning to sell soon or in the future. This in-depth workshop will explore the evolution of dental consolidation, current valuation trends, and essential strategies for choosing the right partner. Gain insights into structural considerations and critical planning steps necessary for a successful transition. Don’t miss this opportunity to enhance your practice’s value and secure a prosperous future.

    COURSE OBJECTIVES
    – Uncover industry insider knowledge for dental industry projections
    – Understand changing valuation trends
    – Get a proven, trusted system for selecting vendors and partners that maximize ROI
    – Get need-to-know insights to stay ahead in the market

    Don’t miss this opportunity to position your dental practice for success and ensure you Exit At The Top.

    Ideal for current or future Practice Owners, Dental & DSO Executives, Finance Teams and in-house Legal Teams.

  • 6:00pm - 9:00pm

    DSO Leadership Summit Bash!

    Georgia Aquarium

    DSO Leadership Summit Bash!

    Don’t miss our biggest bash ever!! Dive into the excitement at the Georgia Aquarium. Imagine the atmosphere of the beautiful aquarium, indulging in delicious food and drinks while engaging in great conversations. What an incredible setting! Whale Sharks and Beluga Whales set the atmosphere for an incredible networking event.

Some decorative image
Friday Sep 27 2024
  • 7:00am - 8:10am

    Ortho Unlocked: Maximizing Data-Driven Growth Opportunities for Group Dental Practices (Breakfast Breakout)

    M103

    Ortho Unlocked: Maximizing Data-Driven Growth Opportunities for Group Dental Practices (Breakfast Breakout)

    Let’s discuss the state of the orthodontic industry, including trends in revenue, patient exams, insurance, A/R, etc. Understanding your data and interpreting the information is key to developing initiatives and prioritizing options while empowering your team to capitalize on opportunities. All breakfast attendees will receive an Orthodontic Performance Assessment for free from OrthoFi. Join us for a comprehensive look at the current state of the orthodontic industry, focusing on trends in revenue, patient exams, insurance, accounts receivable, and more. Learn how to leverage data to develop strategic initiatives, prioritize options, and empower your team to seize growth opportunities. Tailored insights will help group practices enhance performance and drive success. Plus, all breakfast attendees will receive a complimentary Orthodontic Performance Assessment from OrthoFi to further support your practice’s growth. Don’t miss this chance to elevate your group practice with expert guidance and data-driven decision-making.

  • 7:00am - 8:15am

    Breakfast & Vendor Exhibits

    Marquis Ballroom

    Breakfast & Vendor Exhibits

  • 8:30am - 9:05am

    Elevating Dentists: Building High-Performing Leaders for Your Practice

    Marquis Ballroom

    Elevating Dentists: Building High-Performing Leaders for Your Practice

    In today’s competitive group practice landscape, success relies not only on your leadership but on the strength and development of your dentists. This dynamic keynote provides a strategic blueprint for transforming competent practitioners into high-performing leaders who excel clinically and drive growth. Through real-world examples and actionable insights, you’ll learn how to cultivate a team of empowered dentists who fuel innovation and elevate your organization. Unlock the full potential of your dental team and lead your practice to new heights of sustainable success.

  • 9:05am - 9:45am

    DSO Diagnosis®

    Marquis Ballroom

    DSO Diagnosis®

    Step into the hot seat with DSO Diagnosis, a live, interactive session where real DSO and group practice leaders share their business wins and lessons on stage. Watch as industry-leading experts in the emerging group practice market assess and dissect practice growth strategies in real-time, offering invaluable insights and feedback. This dynamic session provides a rare glimpse into the decision-making processes behind successful growth and highlights key takeaways that can transform your own practice. Don’t miss this unique opportunity to learn directly from the pros and elevate your approach to practice growth!

     

  • 10:15am - 10:55am

    Revenue Revolution: Unleash Your Dental Practice’s Hidden Profits with Scalable Same-Store Expansion

    Marquis Ballroom

    Revenue Revolution: Unleash Your Dental Practice’s Hidden Profits with Scalable Same-Store Expansion

    Unlock the hidden revenue potential within your group practice and scale like never before! Join a panel of high-growth practice owners and industry experts who have mastered the art of same-store expansion. This dynamic session will dive into actionable strategies, such as adding orthodontic care, shifting to fee-for-service models, implementing membership plans, improving procurement practices, and optimizing your revenue cycle. Learn how to tap into untapped revenue streams and drive scalability within your existing operations. Gain insider insights directly from the experts on how to leverage these proven tactics to supercharge growth and maximize your practice’s success. Don’t miss this chance to transform your group practice with strategies that deliver results!

     

  • 11:00am - 11:55am

    Tools for Crafting Win-Win Compensation Plans that Build a High-Performance Culture (Breakout Session)

    M104

    Tools for Crafting Win-Win Compensation Plans that Build a High-Performance Culture (Breakout Session)

    Supercharge your DSO’s success with compensation plans that drive performance and keep your top talent engaged. In this high-impact session, discover the tools and strategies for crafting win-win compensation packages that align with your goals while motivating your team to excel. Learn how to design pay structures that boost productivity, attract high performers, and build a culture of success. Leave with actionable insights to create compensation plans that aren’t just competitive—they’re a game-changer for your DSOs growth and high-performance culture

  • 11:00am - 11:55am

    Taking Care of Business: Navigating Financial Due Diligence for Successful M&A Transactions (Breakout Session)

    M105

    Taking Care of Business: Navigating Financial Due Diligence for Successful M&A Transactions (Breakout Session)

    Thinking about selling your practice or buying another? Protect yourself from unexpected challenges during the diligence process with this insightful session. Learn key considerations, practical tips, and crucial elements to look for when navigating a transaction. From identifying potential deal breakers to understanding the Quality of Earnings (QofE) report, this course will guide you through the common areas of review and essential components of a business sale or purchase, including buy-side processes, EBITDA adjustments, and working capital considerations. Gain the knowledge you need to confidently approach your next transaction.

  • 11:00am - 11:55am

    Operational Mastery: Aligning Production, Collections, and Patient Retention for the Ultimate Profit Power Play (Breakout Session)

    M104

    Operational Mastery: Aligning Production, Collections, and Patient Retention for the Ultimate Profit Power Play (Breakout Session)

    Take control of your DSO’s success with true operational mastery—a powerhouse session that zeroes in on aligning production, collections, and patient retention to supercharge profitability. Geared for high-level executives, this course cuts through the noise to deliver actionable strategies that optimize every facet of your operations. From boosting production and tightening collections to slashing patient attrition, learn how to fine-tune your performance for unstoppable growth and maximum practice value. This is your playbook for scaling like a pro—don’t miss it!

  • 11:00am - 11:55am

    Increasing Practice Revenue with Orthodontic Care (Breakout Session)

    M103

    Increasing Practice Revenue with Orthodontic Care (Breakout Session)

    Unlock the potential of orthodontic care to boost your practice’s revenue. This session will cover practical strategies to seamlessly integrate orthodontic services, attract more patients, and enhance profitability. Whether you’re new to orthodontics or expanding your offerings, gain insights to drive growth and elevate your practice’s financial success.

  • 11:55am - 12:45pm

    Lunch

    Marquis Ballroom

    Lunch

  • 12:57pm - 1:00pm

    Free to Smile Foundation

    Marquis Ballroom

    Free to Smile Foundation

  • 1:06pm - 1:40pm

    Point/Counterpoint with Brian Colao: Navigating the DSO Deal Drought

    Marquis Ballroom

    Point/Counterpoint with Brian Colao: Navigating the DSO Deal Drought

    In today’s challenging financial environment, closing deals in the DSO space has never been more complex. This dynamic point/counterpoint session brings together top bankers and DSO leaders for a no-holds-barred debate on the hurdles of securing financing amidst rising interest rates and stricter lending standards. Get an inside look at why deals are stalling and explore actionable strategies to overcome these financial obstacles. Don’t miss this candid discussion that provides insights from both sides of the table on navigating the realities of DSO lending in today’s market.

  • 1:40pm - 2:20pm

    Acquisition Amidst Adversity: Overcoming Economic Uncertainties in Today’s Fickle Financial Landscape

    Marquis Ballroom

    Acquisition Amidst Adversity: Overcoming Economic Uncertainties in Today’s Fickle Financial Landscape

    Unlock the secrets to successful dental practice acquisitions in today’s challenging economic landscape. This dynamic panel explores the intricate balance of financial obstacles and strategic opportunities that define the current market. Gain exclusive insights from top industry experts and learn to navigate economic pressures with confidence. Whether you’re looking to expand or streamline your practice portfolio, this essential session arms you with the expert knowledge and tactical savvy needed to make strategic decisions and secure a prosperous future in the volatile financial environment. Join us to transform economic challenges into opportunities for growth.

  • 2:20pm - 2:40pm

    Building Better Leaders: Expert Insights for the Future of Dental and DSO Leadership

    Building Better Leaders: Expert Insights for the Future of Dental and DSO Leadership

    Sponsored by HR for Health

    Join a riveting panel discussion with top leadership development experts focused on building better leaders in the dental and DSO industry. Learn how to define your professional values as a leader and use them to make a lasting impact in your practice. Discover essential skills like emotional intelligence, AI-enhanced learning, and ethical decision-making to elevate your leadership approach. Our expert panelists will delve into fostering resilience and aligning your leadership style with your core values. This high-impact session equips dental professionals with the strategies needed to lead with purpose, inspire their teams, and define their legacy in the evolving dental landscape.

  • 3:07pm - 3:37pm

    Emerging Groups to Watch Awards: Celebrate the Growth of Group Dentistry

    Marquis Ballroom

    Emerging Groups to Watch Awards: Celebrate the Growth of Group Dentistry

    We are thrilled to announce and celebrate the incredible groups being recognized on this prestigious list by Group Dentistry Now! While big DSOs often dominate the spotlight, it’s important to shine a light on the smaller yet impactful emerging groups that are reshaping the field of dentistry. Join us for an engaging panel discussion featuring the winners of the 2024 Emerging Groups to Watch Awards. This Q&A session offers a unique opportunity to hear directly from the leaders of the industry’s fastest growing group practices, as they share insights into their innovative strategies, challenges they’ve overcome, and visions for the future. Dive into the minds of these trailblazers in a dynamic environment where audience interaction is encouraged. Discover what sets these groups apart and gain inspiration for driving success in your own endeavors. Don’t miss this chance to connect with and learn from the emerging leaders shaping our industry’s future.Celebrate the trailblazers of dentistry with us! Discover the dynamic and innovative emerging groups honored in the 2024 Emerging Groups to Watch Awards presented by Group Dentistry Now. This event shines a spotlight on the fastest growing groups in the emerging market space. Join us for an inspiring showcase of their groundbreaking work and learn how these leaders are transforming the landscape of group dentistry.

  • 3:40pm - 4:25pm

    Engagement Economics: Using NPS to Boost Retention and Reduce Lost Profits with Employees and Patients (Breakout Session)

    M104

    Engagement Economics: Using NPS to Boost Retention and Reduce Lost Profits with Employees and Patients (Breakout Session)

    Amidst the dental industry’s staffing crisis, effectively managing employee and patient turnover is more critical than ever, with studies showing that improving employee engagement can reduce costs associated with turnover by up to 25%. This session highlights the use of the Net Promoter Score (NPS) as a strategic tool to enhance both patient satisfaction and employee retention. Discover how to effectively implement and optimize an NPS program, identify the crucial drivers of satisfaction, and translate these insights into meaningful improvements. Learn actionable strategies to create a supportive environment that not only retains talent but also cultivates a committed and motivated team, ultimately saving significant costs and boosting overall practice success.

  • 3:40pm - 4:25pm

    Emerging Groups to Watch Panel: Insights and Lessons from the 2024 Award Winners (Breakout Session)

    Emerging Groups to Watch Panel: Insights and Lessons from the 2024 Award Winners (Breakout Session)

    Panel discussion with past winners and current winners.Join us for an engaging panel discussion featuring the winners of the 2024 Emerging Groups to Watch Awards. This Q&A session offers a unique opportunity to hear directly from the leaders of the industry’s fastest growing group practices, as they share insights into their innovative strategies, challenges they’ve overcome, and visions for the future. Dive into the minds of these trailblazers in a dynamic environment where audience interaction is encouraged. Discover what sets these groups apart and gain inspiration for driving success in your own endeavors. Don’t miss this chance to connect with and learn from the emerging leaders shaping our industry’s future.

  • 3:40pm - 4:25pm

    Build Your HR & Benefits Blueprint: Architecting Compliant HR Systems that Attract Top Talent without Breaking the Bank (Breakout Session)

    M105

    Build Your HR & Benefits Blueprint: Architecting Compliant HR Systems that Attract Top Talent without Breaking the Bank (Breakout Session)

    This session will delve into the critical aspects of managing healthcare, workers’ compensation, and 401(k) plans within a dental practice. Learn effective strategies to optimize costs, ensure compliance, and enhance employee satisfaction. Discover best practices for selecting and managing benefit plans, handling workers’ compensation claims, and maximizing retirement savings opportunities for your team. Unlock the secret to building a powerhouse team with our cutting-edge session on strategic HR design and benefits optimization. Discover how to craft irresistible benefits packages and efficient people operations systems that not only cut costs but also magnetize top talent. This session offers a deep dive into balancing financial savvy with compelling employee offerings, ensuring your organization stands out in the competitive market. Learn from industry experts how to refine your HR strategies, achieving the perfect mix of compliance, cost-efficiency, and employee satisfaction. Join us to transform your HR approach into a key driver of organizational success, attracting and retaining high-performers while maintaining a healthy bottom line.

  • 5:00pm - 7:00pm

    Party Like It’s 1999: A Totally Rad 90’s Themed Networking Happy Hour

    Exhibit Hall

    Party Like It’s 1999: A Totally Rad 90’s Themed Networking Happy Hour

    Rewind to the ’90s for a totally rad networking experience at “Party Like It’s 1999,” where business casual meets nostalgia. Break out your best neon windbreakers and platform sneakers for an evening filled with classic ’90s jams, throwback games, and iconic snacks. Connect with industry peers in a fun, relaxed setting, making new contacts and reigniting old ones over themed cocktails and timeless hits. Whether you’re a fan of grunge, pop, or hip-hop, get ready to network in style and maybe even bust a move or two. Don’t miss this blast from the past—because tonight, we party like it’s 1999!

Some decorative image
Saturday Sep 28 2024
  • 7:00am - 8:40am

    Breakfast & Vendor Exhibits

    Marquis Ballroom

    Breakfast & Vendor Exhibits

  • 7:30am - 8:40am

    The Future of DSO Growth: Maximizing Revenue Through Same-Location Expansion (Breakfast Breakout Session)

    M104

    The Future of DSO Growth: Maximizing Revenue Through Same-Location Expansion (Breakfast Breakout Session)

    Focus on growth where it matters most—your existing locations. This panel discussion features industry leaders sharing actionable insights on optimizing practice operations to drive revenue, improve patient retention, and enhance efficiency. Learn how to identify new growth opportunities, engage patients more deeply, streamline operations, and leverage technology to boost performance—all without the need for new acquisitions. Walk away with the strategies and tools to future-proof your practice and stay competitive in today’s evolving DSO landscape.

  • 7:30am - 8:40am

    Speed Networking Boozy Breakfast: Fall in Love With Your Perfect Match

    Pulse Loft

    Speed Networking Boozy Breakfast: Fall in Love With Your Perfect Match

    Are you tired of waiting for “the one?” Do you lay in bed at night longing to find the ideal vendor for your practice? Do you catch yourself daydreaming about long walks on the beach with that special partner? Well, you’re in luck! When you attend the Speed Networking Groovy, Boozy Breakfast you’ll get the opportunity to sit down one-on-one with the industry’s top vendors and experts. Don’t worry about first date jitters, because you select which vendors you’ll be meeting with! You’ll spend a few minutes with each vendor while sipping cocktails and enjoying a delicious breakfast. The cost of admission is a $5 donation to the Free to Smile Foundation. Space is limited!

  • 7:30am - 8:40am

    Go on the Offense: How to Proactively Protect Your DSO with Advanced Cybersecurity Strategies (Breakout Session)

    M103

    Go on the Offense: How to Proactively Protect Your DSO with Advanced Cybersecurity Strategies (Breakout Session)

    This session equips dental professionals and DSOs with the essential cybersecurity knowledge needed to protect patient data and maintain operational security. Participants will explore common cyber threats, such as ransomware and phishing, while learning best practices for safeguarding sensitive information. By the end, you’ll be prepared to implement robust security measures and ensure compliance with industry regulations like HIPAA.

  • 8:50am - 9:30am

    Navigating the Future: Pioneering the Tech-Powered, Automated Future of the DSO Model

    Navigating the Future: Pioneering the Tech-Powered, Automated Future of the DSO Model

    The dental industry is undergoing a profound transformation, driven by rapid advancements in technology and shifting market dynamics. In this visionary session, you’ll gain exclusive insights into the trends reshaping the DSO landscape and discover strategies to future-proof your practice for long-term success. Beyond just keeping pace, you’ll learn how to lead the charge, leveraging emerging technologies and innovative approaches to position your practice at the forefront of the industry. This session is essential for forward-thinking dental professionals determined to not only adapt to change but to be the architects of the future in dentistry.

  • 9:30am - 10:10am

    AI-Driven Marketing: Accelerating Growth in Your Group Practice

    AI-Driven Marketing: Accelerating Growth in Your Group Practice

    Harness the power of artificial intelligence to supercharge your DSO’s marketing strategies and drive exponential growth. This dynamic panel explores how AI can optimize patient engagement, streamline marketing efforts, and unlock new opportunities for expansion. Learn to leverage advanced data analytics, personalized marketing, and automation to elevate your DSO’s brand, attract more patients, and stay ahead in a competitive landscape. Perfect for DSO leaders ready to embrace the future of marketing.

  • 10:35am - 11:15am

    Financial Fortitude: Building an Embezzlement-Proof Revenue Cycle for DSOsStrategies to Detect and Prevent Embezzlement in Dental Practices

    Marquis Ballroom

    Financial Fortitude: Building an Embezzlement-Proof Revenue Cycle for DSOsStrategies to Detect and Prevent Embezzlement in Dental Practices

    In the ever-evolving landscape of dental practices, safeguarding against embezzlement and cyber threats is paramount. This panel brings together four leading experts to share their insights and strategies for protecting your practice’s finances and data. Attendees will gain a comprehensive understanding of how to detect and prevent embezzlement, implement effective cybersecurity measures, and ensure regulatory compliance.

    Embezzlement can silently erode the financial health of your DSO, but with the right strategies, you can protect your practice and ensure long-term success. This panel delves into the critical steps for building a robust revenue cycle management system that minimizes risk and maximizes financial integrity. Learn how to detect and prevent embezzlement, implement effective internal controls, and create a solid foundation for sustainable growth. Ideal for DSO leaders committed to securing their practice’s financial future.

  • 11:15am - 11:55am

    Cyber Defense in Action: Elevating DSO Security through Real-Time Tactics

    Marquis Ballroom

    Cyber Defense in Action: Elevating DSO Security through Real-Time Tactics

    In today’s digital world, protecting patient information and safeguarding your practice’s data is critical. This presentation dives deep into the world of dental practice cybersecurity, equipping you with the knowledge and tools to keep your patients’ data secure. We’ll explore common cyber threats, HIPAA compliance essentials, and practical steps you can take to build a robust cybersecurity defense system for your practice.In the ever-evolving landscape of cybersecurity, understanding and preparing for potential threats is crucial for safeguarding your DSO. This immersive keynote session offers a unique approach to learning by integrating theory with dynamic, scenario-based training that closely mirrors real-world challenges. Participants will gain hands-on experience with the latest cybersecurity tools and techniques, enhancing their ability to anticipate, react to, and mitigate cyber incidents effectively. Prepare to engage in a session that brings cybersecurity concepts to life, giving you the practical skills to protect your practice now and in the future.

  • 11:55am - 12:00pm

    Closing Remarks

    Marquis Ballroom

    Closing Remarks

We're excited to provide senior DSO executives, venture capitalists, and key industry partners with the opportunity to share strategies, network, and learn together.

REGISTER FOR THE SUMMIT
Some decorative image