We'd love to feature more voices from our community. Stay tuned for how to get involved.

Learn more about AADOM: https://www.dentalmanagers.com/

We'd love to feature more voices from our community. Stay tuned for how to get involved.

Learn more about AADOM: https://www.dentalmanagers.com/

We'd love to feature more voices from our community. Stay tuned for how to get involved.

Learn more about AADOM: https://www.dentalmanagers.com/

Learn more about CEDR HR Solutions:

www.cedrsolutions.com

Learn more about AADOM: 

https://www.dentalmanagers.com/

Learn more about Spear Education:

https://www.speareducation.com/

Learn more about AADOM: 

https://www.dentalmanagers.com/

Learn more about CEDR HR Solutions: 

www.cedrsolutions.com

Learn more about AADOM: 

https://www.dentalmanagers.com/

Learn more about Dentist Partner Pros: https://dentistpartnerpros.com/

Learn more about AADOM: https://www.dentalmanagers.com/

• What does winning Office Manager of the Year mean to you personally?
• Who or what inspired you to pursue leadership in your practice?
• What was your reaction when you found out you won?

Part 2: Leadership Philosophy and Daily Impact

• How would you describe your leadership style?
• What’s your approach to creating a positive team culture?
• How do you handle frustration or resistance to change?
• What are you most proud of accomplishing in your practice recently?
• How do you support practice growth and financial success from your role?

Part 3: Life as a Leader and a Human

• How do you balance being a high-performing leader with your personal life?
• What habits or routines keep you grounded?
• What advice would you give to a newer office manager trying to find their footing?

Part 4: The Power of AADOM and What’s Next

• How has being part of AADOM influenced your career?
• What would you say to someone who hasn’t yet joined AADOM?
• What’s next for you as a leader in your practice and in the industry?

Bonus Segment: Sparking a Legacy for Future Honorees

• What inspired you to want more for future Office Managers of the Year and Office Managers of Distinction?
• What kinds of experiences or acknowledgments do you think will make these recognitions even more meaningful?
• Why do you think it’s important for AADOM—and the dental industry—to celebrate leadership in this way?

Learn More About AADOM: https://www.dentalmanagers.com/

Steve Parker of The Profitable Dentists & Penny Reed of AADOM

Key Objectives:

Hear directly from Steve Parker about the mission behind *The Profitable Dentist* and its focus on educating dentists on how to empower their office managers

Learn how dental office managers are stepping into stronger leadership roles—and why that matters to practice success.

Explore the importance of continued professional development and visibility for office managers across the industry.

Get the inside scoop on AADOM’s cover feature and what it represents for the future of elevating the role of the dental office manager, in the eyes of the dental business owner.

Learn More About The Profitable Dentist:https://theprofitabledentist.com/

Learn More About AADOM: https://www.dentalmanagers.com/

Laura Nelson & Penny Reed

Key Objectives:

Bridge the gap between practice management and leadership development.

Introduce Leadership Unlocked as a new growth tool for members.

Highlight the value of deeper-level conversations from mastermind sessions.

Showcase Laura’s and Penny’s shared insights on transforming office culture.

More About Laura:

Laura Nelson, M.S., is a dynamic leader, author, speaker, and educator, renowned for her transformative contributions to the dental industry and beyond. With a career spanning over 20 years, Laura has become a recognized authority in dental practice management, known for her innovative training solutions and commitment to professional excellence.

As the founder of Front Office Rocks, Laura has revolutionized dental office training, providing groundbreaking online platforms that enhance practice efficiency and empower dental teams to achieve their full potential. Additionally, she co-founded Sober Life Rocks, a pioneering initiative advocating for sober choices in professional settings, thereby promoting healthier lifestyles and fostering supportive communities

More About Penny:

Penny Reed is the Executive Vice President of Memberships and Events at the American Association of Dental Office Management (AADOM), where she draws on her deep roots as a former dental office manager to lead with empathy, insight, and a passion for helping managers turn their roles into thriving careers.

After starting her career in IT, Penny was recruited by her own dentist to manage his growing practice—a leap that launched more than 30 years in the dental industry as a coach, speaker, and consultant. Her hands-on experience managing a practice fuels her commitment to supporting AADOM members through education, community, and growth.

She’s been recognized as a Dentistry Today Leader in Dental Consulting every year since 2007 and is the author of Growing Your Dental Business. Penny continues to speak nationally on topics like leadership, communication, and team development, always championing the vital role dental office managers play in practice success.

She lives in Piperton, TN, with her husband Rob, and loves being “Yaya” to her granddaughter Willow, dreaming up her next Disney trip, and writing parody songs in her spare time.

Callie Ward

More About Dash Dental Consulting: https://www.dashdentalconsulting.com/

More About AADOM: https://www.dentalmanagers.com/

Kiersten Aucoin-Senior Practice Solutions Consultant

Learning Objectives:

• Identify the stages of change in a dental practice and recognize common challenges at each stage.
• Apply practical strategies to overcome resistance, improve workflows, and create a more efficient and profitable dental practice.
• Demonstrate how dental coaching can support office managers in implementing and sustaining positive change.

More About Kiersten:

Kiersten began her career in the dental sector as an assistant a little over a decade ago. She realized shortly thereafter that the dental field was her passion and attained a BS in Health & Exercise Science from the University of Oklahoma in 2017. During this time period Kiersten also received her certificate in Expanded Functions Dental Assistant (EFDA) & held the valued role of Digital Dental Associate at the University of Kentucky College of Dentistry where she became highly skilled in all aspects of digital dentistry.

In 2020, Kiersten began her outside sales career as a territory representative at Benco & transitioned into her current role in 2021 as Senior Practice Solutions Consultant. Kiersten is a highly motivated dental professional with extensive experience in business development, practice management along with an expertise in digital dentistry. In her current role, she drives customer financial success and aids as support for the Benco sales force.

More About Benco: https://www.benco.com/

The Green Leader Nomination Info for 2025: https://www.dentalmanagers.com/membership/recognition/green-leader/

More About Valarie:

Valarie Caulfield began her remarkable journey in the field of dentistry in 1984, embarking on a career that has spanned nearly four decades. In 1991, she took on the role of office manager, where she found her true calling in the business side of dentistry. Valarie thrives on the opportunity to help dentists effectively manage their multi-million dollar practices, combining her love for the field with her keen business acumen.

In 2011, Valarie became a proud member of the American Association of Dental Office Managers (AADOM), where she quickly recognized the value of ongoing professional development. Her dedication to the field was further underscored in 2015 when she earned her fellowship from AADOM, a prestigious accomplishment that highlights her commitment to excellence in dental office management. Continuing her pursuit of knowledge, Valarie achieved her Master designation virtually in 2020, showcasing her adaptability and dedication to growth.

In 2021, Valarie was honored to be among the first class of Diplomates, solidifying her status as a leader and expert in her field. She is passionate about coaching others, sharing her expertise on everything from basic operations to cultivating a positive team culture and analyzing key performance indicators (KPIs).

Dentistry is not just a career for Valarie; it’s her passion. She truly loves her life and the meaningful connections she builds within the dental community. With a wealth of experience and an unwavering dedication to her profession, Valarie Caulfield continues to inspire those around her and elevate the standard of dental practice management.

Valarie lives in Spokane Valley, WA, with her husband Ed. They just celebrated their 40th wedding anniversary. She enjoys baking, sewing, quilting, and spending time with her family.

More about Henry Schein Dental: https://www.henryschein.com/
 

CeCe Wilson-HR Manager

Learning Objectives:

Develop Confidence in Difficult Conversations – Learn why avoiding tough talks leads to bigger problems and how to approach them with clarity and assurance.

Master the FIRR Method for Effective Feedback – Understand how to structure conversations using Facts, Impact, Reason, and Request to ensure constructive and solution-focused discussions.

Create a Culture of Accountability – Gain strategies for documenting conversations, following up with employees, and fostering a workplace where issues are addressed early, preventing conflict from escalating.

More About CeCe:

CECE WILSON, MSHRM, SHRM-CP, HUMAN RESOURCES MANAGER
CeCe has been leading CEDR’s internal human resources operations since 2021 and brings over 20 years of people management and HR-related experience in private, non-profit, and healthcare industries. With a focus on strengthening the desired workplace culture, CeCe enjoys finding strategic, compassionate, and compliant solutions to business and HR needs. CeCe is a SHRM-certified human resources professional with a specialty credential in Inclusive Workplace Culture and a master’s degree in human resource management.

More About CEDR HR Solutions-http://cedrsolutions.com/

More About AADOM: https://www.dentalmanagers.com/

Amy Crawford-COO/CRO at LQPay

An AADOM Exclusive Landing Page! CLICK HERE

Learning Objectives:

-Understand the Challenges of Traditional Payment Processing – Identify common inefficiencies in dental payment systems, including manual data entry, billing errors, and disconnected platforms.

-Explore the Benefits of AI-Powered Payment Solutions – Learn how automation improves financial accuracy, reduces administrative burdens, and enhances cash flow.

-Enhance the Patient Payment Experience – Discover how AI-driven tools, such as zero-click payments and mobile-friendly options, improve patient satisfaction and increase on-time payments.

-Ensure Compliance & Security in Payment Processing – Gain insights into how AI solutions help dental practices meet PCI and HIPAA compliance while minimizing fraud risks.

-Optimize Revenue Cycle Management – Learn how AI-driven billing automation, real-time tracking, and payment plans can improve collections and financial performance.

More About Amy:

As a founding member of LQpay’s leadership team and its Chief Operating Officer/Chief Revenue Officer, Amy is instrumental in driving strategic growth, partnerships, sales, marketing, fulfillment, and product development. She brings deep expertise in healthcare technology, fintech, and payments, backed by extensive executive leadership experience. 

Throughout her career, Amy has contributed to both established and emerging companies, helping to shape innovation and growth. Prior to LQpay, she served as Executive Vice President at veEDIS Clinical Systems, a leader in advanced EHR solutions for hospital emergency departments, and CareTRAK™, a real-time, intelligent clinical decision support platform. 

An alumna of Florida State University, Amy remains actively involved in professional and industry boards while maintaining community engagement. Outside of her professional life, Amy embraces a health-conscious lifestyle, influenced by her background as a former athlete. She enjoys staying active, reading, traveling, and appreciating music and sports, while cherishing time with family and friends. 

Her passion for athletics continues, and when she’s not in the office, you’ll often find her on the soccer field chasing goals in a women's soccer league.

Learn More About LQPay

Learn More About AADOM

Breanna McMillen-Head of Sales at Peerlogic

Learning Objectives:

- Understanding the stress of Front Office workers
- Being able to boost front office workers productivity with AI and reduce stress
- Increase number of appointments booked which then increases revenue

More About Breanna-

Breanna McMillen is currently the head of sales at Peerlogic, one of the founding dental AI companies. With 19 years of experience in the dental industry, she began her career as a hygiene assistant in high school and went on to spend years as a dental hygienist, while also taking on roles in operations and teaching continuing education. In 2014, after the birth of her son with Down Syndrome, she discovered myofunctional therapy and developed a passion for helping others through oral exercises. Inspired by her son's needs, Breanna created a dental-specific program to assist other practices in treating patients with myofunctional disorders.

After dedicating 16 years to the clinical side, Breanna’s drive to make an even greater impact in the dental field led her to her first sales role at Peerlogic. As an early employee, she started from the ground up, playing a pivotal role in Peerlogic's evolution into one of the most sought-after dental software providers. Her extensive clinical background, coupled with her passion for innovation, has allowed her to bridge the gap between patient care and cutting-edge technology, shaping the future of dental practice management.

More About Peerlogic:

At Peerlogic, we understand the stress and demands office managers face daily. Our platform is designed to be an extension of them and their team, taking on routine tasks like appointment scheduling and missed call follow-ups. By automating these processes and providing actionable insights, we free up their time, allowing them to focus on the most pressing tasks at hand. With Peerlogic, office managers can streamline operations, reduce the workload on their front office, and improve overall practice efficiency and the patient experience without sacrificing patient care.

Learn More: Peerlogic

Learn More: AADOM

Paul Edwards-CEO & Founder- CEDR HR Solutions

Learning Objectives:

-Understand the Real-World Impact of Handbook Policies
-Learn how properly crafted and enforced policies can address challenging workplace scenarios and prevent potential legal risks.
-Recognize Discrimination and Bias in Policy Enforcement
-Gain insight into handling sensitive situations, such as appearance-related concerns or allegations of inappropriate behavior, while staying compliant with anti-discrimination laws.
-Explore Best Practices for Addressing Employee Misconduct
-Discover practical approaches for managing difficult conversations, documenting incidents, and resetting expectations during review processes.
-Appreciate the Importance of Proactive HR Solutions
-Understand how having expert HR support in place can save time, reduce stress, and mitigate financial risks for your practice.
-Laugh While You Learn
-Enjoy educational entertainment through real-world HR stories that balance valuable lessons with relatable, humorous workplace situations.

Learn More About Paul:

Paul Edwards is the CEO and founder of CEDR HR Solutions, backstageHR software, and the Facebook group HR BaseCamp. Along with this, he is the host of the popular HR podcast, What The Hell Just Happened?! that currently has over 40,000 downloads.

With over 25 years of experience as a manager and business owner, Paul is well-known throughout the dental community for his expertise when it comes to solving HR issues that impact dental practice owners and managers.

He and his team of HR Experts specialize in helping office managers successfully solve employee issues ranging from the most complex to the most mundane and safely navigate the complex and ever-changing employment law landscape. He is a featured writer for numerous nationally recognized publications. He regularly provides continuing education at dental seminars, universities, and national conferences.
 

Learn More About CEDR HR Solutions:

As a dental office manager, you’re the go-to for making things happen—but managing a team is easier with the right HR tools. That’s why AADOM trusts CEDR HR Solutions. From hiring to firing and everything in between, CEDR helps you implement compliant policies, tackle challenges, and lead with confidence. With custom handbooks, unlimited HR guidance, and easy-to-use software for PTO tracking, you’ll have the support you need—plus expert backup whenever you need it. 

Learn more at CedrHrSolutions.com.

Learn More About AADOM: www.DentalManagers.com

He created Building Blocks Scheduling, Countdown Confirmation, SELL Training and the PracticePar Analysis.  

He co-created the non-surgical periodontal protocol Stat-Ck. Andre is best known for creating The CREW Process - a better way to define practice philosophy, bring consistency to treatment and gets the entire office in alignment. Practices working with Andre have found great personal success while getting to know his genuine, frank, and devilishly funny personality.

Learn More About Andre & The Crew Process: Website

Learn More About AADDOM: Website

Teresa Duncan

President of Odyssey Management

Teresa is a speaker and writer with over 20 years’ experience in healthcare. Her areas of expertise include revenue protection using proven accounts receivable and insurance methods; and helping doctors and managers establish solid management systems. A recipient of the Lifetime Achievement Award from the American Association of Dental Office Management, she understands the importance of continuing education.

She is the author of Moving Your Patients to Yes: Easy Insurance Conversations and a contributing author to the ADA’s Annual CDT Companion Guide™. Teresa is a frequent contributor to multiple dental publications. She was a founding Trustee for the auxiliary-learning focused DALE Foundation. Teresa is a member of several organizations including Women in DSO and the National Association of Dental Plans.

She has been named one of the Top 25 Women in Dentistry by Dental Products Report Magazine and is recognized annually as a Leader in Consulting by Dentistry Today. She provided consulting assistance in the development of the American Dental Association’s Guidelines for Practice Success™. Her podcasts “Nobody Told Me That!” and “Chew On This!” provide regular coding and management updates. Teresa received her Master’s Degree in Healthcare Management from Marymount University.

Allison Lacoursiere, RDA, OA, CPC, ELI-MP

CEO & Founder | Clear Coaching 

Co-Founder | Dentalflix

Allison Lacoursiere is a ICF Certified Professional Coach with a focus on leadership, high performance and self worth,. As the founder of Clear Coaching, she is an expert in helping individuals step into their greatest potential through powerful communication and mindset strategies. She has years of experience helping organizations streamline their efficiency while increasing organization health, performance and production using the Humans First methodology. She has over a decade of dental experience, is a lifetime member to AADOM, started her career as an RDA at SAIT where she now holds a board member position, specialized as an Orthodontic Assistant, as well as Certified Dental Office Manager through the University of Toronto Factulty of Dentistry program.

Allison completed a professional designation at the Rotman’s Business School on Women in Business and has founded the Women in Digital Dentistry program, a national mastermind program focused on empowerment and innovation, in partnership with Align Technology.  

Allison is a faculty member of Align Technology, Upgrade Dental, and the Dental Speakers Institute.

Additionally, she is a accredited as a coach through the International Coaches Federation holding her ACC accreditation, UC Davis for Coaching as a Manager. She is certified as a Transformational Trainer through Lionspeak.

The AADOM Influencer Series w/John Stamper, Founder of John Stamper Media.

More About John:

With over 25 years of leadership, business development, and entrepreneurial experience, John Stamper has carved a niche in the world of social media branding and digital storytelling. As the founder of John Stamper Media, he has revolutionized how companies amplify their presence online, driving significant engagement and growth through strategic content creation.

John’s journey began in the U.S. Navy as a submariner, where he developed a deep appreciation for human achievement and the collaborative spirit. This foundation fueled his passion for motivating others to bridge the gap between the present and a successful future, blending joy with commitment and sacrifice. 

Transitioning to the dental industry, where he has now spent two decades, John's diverse experiences range from sales management at Brasseler USA to comprehensive practice development with Mortenson Dental Partners. His hands-on work with dental teams across the U.S. has given him a 360-degree perspective on dentistry, focusing on communication, unscheduled treatment, and data-driven decision-making. 

In 2019, John channeled his vast experiences into founding John Stamper Media. The company specializes in helping businesses catapult their narratives into the public eye via organic social media strategies and compelling video content. 

A seasoned host and producer, John has hosted and produced over 400 podcast episodes across four different series, interviewing more than 1500 people. He has also been instrumental in managing and streaming over 75 live and virtual events to social media, driving a robust online presence that has engaged tens of thousands of people with over a million and a half views & downloads. 

When he's not steering digital campaigns or hosting podcasts, John transforms into DJ IV, bringing his dynamic energy to the music scene. Happily married to Hilary, he is a dedicated father to six children, balancing a thriving professional life with a vibrant family dynamic.

Learn More About: John Stamper Media

Learn More About: AADOM

Laura Nelson, Founder of Front Office Rocks

Podcast Learning Objectives

 How to successfully introduce new technology into your dental practice without disrupting your team’s workflow or patient experience.

Overcoming fear and skepticism: why past tech failures shouldn’t prevent future innovation and how to get your team on board.

The patient perspective on technology: discover what patients expect from a modern dental office and how embracing tech can enhance their experience.

More About Laura:

Laura Nelson is a leading figure in the dental industry, known for founding Front Office Rocks, an online dental training company. Front Office Rocks offers comprehensive training for dental front office teams, revolutionizing training methods and enhancing the efficiency of dental practices nationwide.

With a rich background as a dental office manager, Laura brings a wealth of practical experience to her role, making her a trusted authority in the field.

Laura has authored two influential books: "Step Away from the Drill: Your Dental Front Office Handbook to Accelerate Training and Elevate Customer Service" and "Hiring without Hesitation: A How-To for Small Business Success." These works showcase her in-depth knowledge of dental practice dynamics and small business management, offering valuable insights into customer service excellence and effective hiring strategies.

A popular speaker at dental conferences, Laura Nelson continues to inspire and guide dental professionals with her practical advice and innovative approaches to practice management.

Learn More About UptimeHealth: LINK

Learn More About AADOM: LINK

Tracey Kroehle, Customer Success Manager

Podcast Learning Objectives 

 1) How to have the money discussion with your patients, with dignity and privacy

-Remove awkwardness out of presenting financing to your patients

-Assume every patient can use financing and why that’s a good practice

-Ensure team uniformity with training

-Power of the pause

2) Patients need flexible financial solutions that broadly cover patient needs and creditworthiness

-Many programs do not approve every patient

-Discuss option available for those declined financing

3) Solutions can and should help dental providers drive revenue, profitability and reduce operational burdens

-Reduce outstanding patient balances

-Focus on collection/arrangements on ways-to-pay will save time on the back end.

More About Tracey:

In her multi-faceted career in the dental industry, Tracey has excelled as an award-winning office manager, trainer, and consultant. Her passion for dentistry stems from its transformative impact on lives, and she brings that same enthusiasm to her training and leadership roles. True passion comes with mastery, a philosophy she lives by and applies to every office she supports. Having walked in their shoes, Tracey understands the critical responsibilities of office managers and empathetically strives to improve their days.

More About Wellfit: Learn More

More About AADOM: Learn More: 

Xana Winans-CEO & Founder

Here is the link to GPM's next webinar,  "Your Perfect Patient Match: Attract your ideal patients by discovering YOUR Dental Marketing DNA," and ultimately, that is the heart of what makes your brand sticky, resulting in economy-proof marketing.

REGISTER FOR WEBINAR HERE

Podcast Learning Objectives:

- HOW THE ECONOMY CHANGES CONSUMER BUYING BEHAVIOR

- PRACTICAL MARKETING SOLUTIONS THAT WORK

- HOW TO ENGAGE YOUR AUDIENCE

More About Xana:

Xaña Winans is Golden Proportions Marketing’s CEO, founder, visionary, and lead strategist. As one of the industry’s most sought-after dental marketing consultants, she collaborates with our team on a diverse group of clients to create strategic marketing solutions with measurable results. Her passion for dentistry is evident in the work that she does, and in the award-winning products GPM produces to help your practice thrive.

Around the office, we all know that Xaña’s knowledge and drive extend well beyond GPM’s walls. She holds the marketing seat on the board of the Academy of Dental Management Consultants and has been awarded Fellowship in the International Academy of Dental Facial Aesthetics. You’ll often find her lecturing at some of dentistry’s biggest conventions and study groups as a recognized expert and international speaker on dental marketing. Couple that with over 30 years of experience marketing dentistry, and it’s easy to say that she’s pretty much seen it all.

Learn More About GPM:

Learn More About AADOM:

Dr. Mark Davis

Podcast Learning Objectives 

 * Heartbeat of the dental practice

* Building strong relationships with dentists and teamwork

*Open communication

*Office managers as office consultants

*Personal fulfillment is important

*Embrace the extraordinary

Learn More About Mark:

Dr. Mark Davis has been a practicing dentist for over 20 years. After graduating in 2000 from Creighton School of Dentistry, he attended an AEGD residency with the US Air Force. Dr. Davis practiced dentistry in the Air Force and at a public health clinic before buying his first practice in 2005. Over the years, he has purchased multiple dental practices. He has helped small practices grow into large practices. He has merged practices. He has hired associates and formed partnerships. He Has expanded and remodeled dental spaces. And he has built two stand-alone dental buildings. He has sold practices and joined a Dental Partnership Organization.

As a certified life coach, he has the tools and experience to help you transform your life, transform your practice and overall help you have a Better Dental Life.

Better Dental Life 

Learn More About AADOM:

https://www.dentalmanagers.com/

Melissa began her career in dentistry at the age of twenty, unsure if she could handle the demands of the job. Melissa’s path to becoming a practice manager was paved with curiosity and a commitment to learning. Without formal training, she sought guidance from seasoned professionals in the field.  

She recalls her first experience with a severe periodontal patient: “I was very weak-stomached growing up and didn’t know if I could do this. The dentist kept asking if I was okay, and at the end of the day, he told me, ‘If you can do that, you can do anything.’” This trial by fire proved to Melissa that she had the resilience and determination to succeed in dentistry, a field where she could make a profound difference in people’s lives.  

Melissa’s philosophy on practice management is centered around putting people first.  

Join us in celebrating Melissa and many other AADOM members who make up the heartbeat of our community, sharing their unique journeys and the moments that define their passion for dental leadership.  

Stay tuned for more inspiring stories in our "Faces of AADOM" series!

Subscribe to Faces of AADOM to discover more stories of resilience, growth, and empowerment within the AADOM community.

ABOUT FACES OF AADOM  

 Meet AADOM members who make up the heartbeat of our community - the diverse and talented individuals who embody the spirit of excellence in dental office management. Every member has a story. "Faces of AADOM" shares members’ unique journeys, the path that led them into dentistry, and the moments that define their passion for dental leadership.  

 Subscribe to Faces of AADOM to discover more stories of resilience, growth, and empowerment within the AADOM community.  

Learn More about AADOM:

https://www.dentalmanagers.com/

Terri shares her personal story of discovering her "tribe" within AADOM—a community where she felt truly understood and accepted. Her journey highlights the shared challenges, rewards, and joys that come with a career in dentistry. Terri emphasizes that for those who choose this path, it's more than just a job—it's in their DNA.

In this engaging conversation, Heather interviews Terri, delving into her experiences and the pivotal moments that shaped her career. Terri's insights into the importance of self-investment and continuous learning are invaluable for anyone in the dental field. She speaks candidly about how investing in her own knowledge and education has made a significant difference in her role as an office manager.

Terri's story is a testament to the power of understanding systems and striving for improvement. Her dedication to her profession shines through as she shares how she identified opportunities for growth and enhanced practice operations.

Don't miss out on this enlightening episode, as Terri’s journey inspires dental professionals everywhere.

ABOUT FACES OF AADOM

Meet AADOM members who make up the heartbeat of our community - the diverse and talented individuals who embody the spirit of excellence in dental office management. Every member has a story. "Faces of AADOM" shares members’ unique journeys, the path that led them into dentistry, and the moments that define their passion for dental leadership.

Subscribe to Faces of AADOM to discover more stories of resilience, growth, and empowerment within the AADOM Community. 

Learn More About AADOM:

https://www.dentalmanagers.com/

In this captivating episode, Heather interviews Tito, a remarkable member of Faces of AADOM, about his inspiring journey into dental office management.

Tito shares his story of transformation, highlighting the pivotal role of a supportive practice owner who believed in his potential and empowered him to excel as an office manager, despite his initial lack of experience in the role.

Before venturing into dentistry, Tito dedicated himself to serving the underserved population in North Philadelphia as a medical assistant. His unwavering commitment to community service and dedication to personal growth shine through his narrative, inspiring listeners to embrace opportunities and leave their mark in the dental profession.

Throughout the conversation, Tito reflects on essential takeaways for clinical professionals considering relocation and emphasizes the importance of mentorship and seizing opportunities. His journey from a medical assistant to a regional manager overseeing four practices unveils the challenges and rewards of transitioning from single to multi-location management.

He candidly discusses the necessity of vulnerability and teamwork in office management, stressing the significance of empowering team members and fostering a collaborative environment to achieve success.

Don't miss out on this enlightening episode, as Tito's journey inspires dental professionals everywhere.

Subscribe to Faces of AADOM to discover more stories of resilience, growth and empowerment within the AADOM Community!

Learn More About AADOM:

https://www.dentalmanagers.com/

Sheela Roth-Director of Clinical Operations

Learning Objectives:

-Understand how AI can streamline insurance verification processes, saving time and reducing errors.

-Explore strategies for managing same-day industry demands effectively using AI solutions.

-Learn how to leverage AI to free up office manager's time for more crucial tasks.

-Discover how AI can improve the accuracy of treatment explanations, enhancing patient satisfaction and trust.

Learn More About Sheela:

Sheela is a veteran dental practice management expert, thought leader and public speaker. As Director of Clinical Operations for the dental AI company Pearl, Ms. Roth built and continues to lead a team responsible for practice change management and clinical performance. Previously, Ms. Roth founded and led the practice management consultancy Absolute Dental Business Solutions. She earned her BS and RDH from Loma Linda University.

Learn More About Pearl:

Elevate your dentistry with Pearl – the pioneering AI solution for smarter, more efficient patient care. Harness the power of AI to streamline your clinical workflows, enhance patient experiences, and achieve better outcomes.

https://pages.hellopearl.com/aadom

Learn More About AADOM:

https://www.dentalmanagers.com/

Jennifer (Jen) Kim Field, Chief Sustainability Officer, Henry Schein, Inc.

jenniferkim.field@henryschein.com

Erika Pusillo, Practice Optimizer at Spodak Dental Group, 2023 Green Leader

erika@spodakdental.com

Jennifer Z. Vickery, Vice President of Operations for Ocean Dental, 2022 Green Leader

jenniferzvickery@gmail.com

Are YOU the next Green Leader? Nominations are due by July 5, 2024.

https://www.dentalmanagers.com/membership/recognition/green-leader/

Learn More About Henry Schein:

https://www.henryschein.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Dr. Lou Shuman & Lorie Streeter

Learn More About Lou:

Dr. Lou Shuman DMD CAGS is the president and CEO of Cellerant Consulting Group, a founder of DSO Technology Solutions, and co-founder of LightForce Orthodontics. He is professionally known for his expertise in bringing new technologies from all over the world into dentistry. 

Highly respected in the dental corporate and education community, he is a national columnist for Dental Products Report, Dental Economics, and DSO Pro. He is a Venturer in Residence for the Harvard i-Lab, and a member of the Board of Directors at Lightforce Orthodontics, Sleep Architects. He is a member of the clinical advisory boards and editorial boards at Dentistry Today, Dental Products Report, Dental Economics, Orthodontic Practice US and Dental Sleep Practice Journal. 

Dr. Shuman is the creator of the prestigious Cellerant “Best of Class” Technology and “Best of Class” Hygiene Awards, unbiased nonprofit initiatives that, in conjunction with the leading experts in the field, select annually the most important technologies and products in the industry. He served as president of the Pride Institute for 6 years and Vice President of Clinical Education and Strategic Relations at Align Technology for 7 years. He has been chosen by Dentistry Today as a Leader in Consulting each year since 2006.

Recently, he was awarded the Denobi Pinnacle Achievement Award, which recognizes an individual or company whose leadership and ongoing contributions have dramatically impacted the dental profession. Going forward, the award will be named in his honor and known as the Dr. Lou Shuman Denobi Pinnacle Achievement Award. He was also honored in 2021 as a Global Summits Institute Doctor-to-Doctor World’s Top 100 Doctors.

Learn More About Cellerant Consulting:

https://www.cellerantconsulting.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Penny Reed-Chief Growth Officer 

Learning Objectives:

Provide strategies for office managers in dental practices to enhance their performance and reduce stress levels.

Offer practical advice on communication, time management, patient experience, self-care, and outsourcing dental billing.

Empower dental practice leaders with insights to streamline operations, improve patient satisfaction, and ensure the well-being of office managers.

More About Penny:

Penny Reed is the Chief Growth Officer at eAssist Dental Solutions, and the
author of the book, Growing Your Dental Business. Penny was recruited by
her own dentist to run his growing practice, after spending two years as an IT
manager with the Walmart Corporation.

Penny has over 30 years of experience as a speaker and dental business coach
and has been designated a Leader in Dental Consulting by Dentistry Today from
2007 to present. She is a certified “Behavioral Consultant” through the Institute
for Motivational Living, and a former Dale Carnegie Trainer.

Penny is the executive team support for the marketing department at eAssist, the
nation’s leader in outsourced dental billing. She speaks at dental meetings about
team coachability, effective revenue cycle management, and practice growth.
Penny is a member of the Academy of Dental Management Consultants, The
Speaking and Consulting Network, and a Speaking/Consulting member of the
American Association of Dental Office Management.

More About eAssist Dental Solutions:

https://dentalbilling.com/

eAssist Dental Solutions, a Henry Schein company, is the nation’s leading dental billing company. eAssist serves thousands of dental practices by providing them with vetted dental billing specialists, allowing practice owners to fully outsource their billing department to eAssist. This end-to-end solution enhances a dental practice’s revenue cycle management and eases the burden on office staff, ultimately helping practices be more efficient, profitable, and patient-focused.

More About AADOM:

https://www.dentalmanagers.com/

Dr. Aman Kaur, Founder of Women in DSO

&

Heather Colicchio, Founder & CEO of AADOM

Learn More About Women in DSO:

https://womenindso.org/

Learn More About their Conference Mach6th-8th

https://womenindso.org/empower-and-grow-2024

Learn More About AADOM

https://www.dentalmanagers.com/

https://www.dentalmanagers.com/about/events/patterson-scholarship-application/

Applications will be accepted until February 28th!

Eric Payne, Founder

Learning Objectives:

Benefits of using software as a solution in your practice in order to avoid downtime enabling you to produce the most dentistry per hour possible.

1. Less downtime- When your equipment fails and goes down, your whole office may be down, which is a loss of income and money for that day or time period. It is important to protect your bottom line and the health of your equipment.

2. Less rescheduling of patients- What a pain when you have issues with any of your equipment and you need to spend time, money, and stress on calling to reschedule patients for that day or even longer!

3. Transparent, smart software- Our smart software is simple, and available to you through your dashboard anytime. No more paper billing and tracking which work order occurred when. Our software keeps it all in one tidy place for you to access at any time.

4. PM Program- Are you proactive or reactive? Regularly scheduled visits help prevent the Manic Monday where your equipment goes down and you panic! Why not fix things before they fail, and rest assured that your equipment is maintained like a well-oiled machine?

Learn More About Eric:

Eric is referred to endearingly as our Chief Troublemaker. With more than two decades of sales experience and over 20 years with Henry Schein, one might say he loves all things dental. He does not take notice of difficulty lightly and has always loved to make plans that inspire change! Excited by the “disruptive nature” of our company, Eric finds inspiration and motivation from the music of the 80s. He lights up every room!

Learn More About Tekegogo

Learn Moe About AADOM

Dominique Farrar-Chief Marketing Officer

Learning Objectives:

Why your new patient numbers might be deceiving
Golden benchmarks that signal profit or drain
Actionable steps to supercharge your marketing game

More About Dominique:

Dominique knows the world of design and development inside out. He spent 12 adventurous years in Mexico, adding a unique twist to how he approaches marketing. But he isn’t just about ideas; he’s all about tangible results. He helps his dental clients find their ideal patients through authentic marketing strategies. As Roadside Dental Marketing’s Chief Marketing Officer, their dental clients are in good hands. They’re always ready to connect with their audiences in an authentic and effective way.

More About Roadside Dental Marketing:

What would you do if you could discover unseen ways to make money? Roadside Dental Marketing will show you exactly where you're leaving money on the table. Since 1999, they've helped over 2500+ dental practices grow, showing them how to marry marketing with their profits.

https://www.roadsidedentalmarketing.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Penny Reed

Learning Objections:

By the end of this podcast, listeners will be able to…

Evaluate the potential for income and growth as an eAssist dental biller: Through real-life anecdotes and expert insights from Penny Reed, you will learn the financial prospects and career growth potential this side hustle offers.

Know the role and responsibilities of an eAssist dental biller: You’ll learn the day-to-day tasks and overarching responsibilities associated with being an eAssist dental biller, understanding the value this role brings to dental practices.

Recognize the pathway to becoming an eAssist dental biller: You will learn the necessary steps, from beginner to expert, to start your side hustle with eAssist Dental Solutions.

More About Penny:

Penny Reed is the Chief Growth Officer at eAssist Dental Solutions, and the author of the book, Growing Your Dental Business. Penny was recruited by her own dentist to run his growing practice, after spending two years as an IT manager with the Walmart Corporation.

Penny has over 30 years of experience as a speaker and dental business coach and has been designated a Leader in Dental Consulting by Dentistry Today from 2007 to present. She is a certified “Behavioral Consultant” through the Institute for Motivational Living, and a former Dale Carnegie Trainer.

Penny is the executive team support for the marketing department at eAssist, the nation’s leader in outsourced dental billing. She speaks at dental meetings about team coachability, effective revenue cycle management, and practice growth.

Penny is a member of the Academy of Dental Management Consultants, The Speaking and Consulting Network, and a Speaking/Consulting member of the American Association of Dental Office Management.

More About eAssist Dental Solutions:

Is dental insurance giving you a headache? You need an assist from eAssist! eAssist is the industry-leading outsourced dental billing company. With the largest network of dental billing specialists, we offer state-of-the-art, secure claims processing services. Learn more at dentalbilling.com! www.dentalbilling.com

More About AADOM:

https://www.dentalmanagers.com/

Megan Lohman-Founder & Co-CEO 

Learning Objectives:

- How to capitalize on open-enrollment season to grow your membership base.

- Strategic daily opportunities to remind patients and your team of the membership plan

- Where to find marketing gold in existing patient communications that position your membership plan as the best option for their care.

More About Megan:

As Founder and Co-CEO of Plan Forward, Megan Lohman leads the company’s product development and internal operations. Leveraging her years of industry experience as a financial coordinator for a dental practice, and knowledge of dental membership plans, Lohman works closely with Plan Forward’s partners and customers to honor the company’s mission of being the membership engine that makes great practices even better.

More About Plan Forward:

Plan Forward is leading dental software company enabling dental practices to offer an alternative method of payment to their uninsured patients. The comprehensive solution includes an innovative new platform for enabling the custom creation, management and analysis of dental membership plans, compliant membership agreements, and marketing support to drive membership growth for practices and groups. The company was founded in 2018, and has assembled an experienced, seasoned team of technologists and domain experts. Visit Plan Forward at planforward.io. www.planforward.io

More About AADOM:

https://www.dentalmanagers.com/

Adrian Valente

Learning Objectives:

-How to integrate financing into each stage of the patient journey

-What channels to leverage to maximize marketing success

-What successful financing marketing looks like with real-life examples

-How to modernize patient financing to enhance the patient experience

More About Adrian:

Adrian Valente is the Director of Training at Sunbit, the fast-growing patient financing technology company, and supports training, enablement, and community engagement. His training methodologies have been used by more than 115,000 dental, auto, and optical professionals on how and when to offer financing to customers. As the resident subject matter expert for all things Sunbit, you’ll find him hosting podcasts, events, interviews, and coaching sessions across the verticals they serve.

More About Sunbit:

https://sunbit.com/

Sunbit builds financial technology for real life. Our technology eases the stress of paying for life's expenses by giving people more options on how and when they pay. Sunbit offers a point-of-sale payment option available at more than 20,000 service locations, including auto dealership service centers and F&I departments, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. Sunbit was included on the 2022 and 2023 Inc. 5000 list. The financial technology company has also been named a Most Loved Workplace®, Best Point of Sale Company, A N.A. Deloitte Technology Fast 500 company and a Top Fintech Startup by CB Insights. Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.

More About AADOM:

https://www.dentalmanagers.com/

Dianna McHugh, Customer Success Team Leader

Learning Objectives:

-Lessons in PPO analysis

-Steps to successfully disengage from participation without impacting patients or production

-How to best support patients through the transition

More About Dianna:

Dianna leads the Kleer Success Team, an award-winning group of dedicated professionals committed to helping customers get the maximum value out of their Kleer-powered membership plan. She’s been at Kleer since day 1 and has worked with 100s of office managers to help them implement successful membership plans. She’s always worked in customer focused roles and sincerely cares about how Kleer can help impact your practices for the better!

More About Kleer:

https://www.kleer.com/

More About AADOM:

https://www.dentalmanagers.com/

Penny Reed-Chief Growth Officer/eAssist Dental Solutions

Learning Objectives:

Uncover limiting beliefs regarding outsourcing

Learn more about the “genius work” theory and how to boost productivity

Discover how to measure ROI and evaluate other hidden costs such as burnout and turnover

More About Penny:

Penny Reed is the Chief Growth Officer at eAssist Dental Solutions, and the author of the book, Growing Your Dental Business. Penny was recruited by her own dentist to run his growing practice, after spending two years as an IT manager with the Walmart Corporation.

Penny has over 30 years of experience as a speaker and dental business coach and has been designated a Leader in Dental Consulting by Dentistry Today from 2007 to present. She is a certified “Behavioral Consultant” through the Institute for Motivational Living, and a former Dale Carnegie Trainer.

Penny supports the marketing department at eAssist, the nation’s leader in outsourced dental billing. She speaks at dental meetings about team coachability, effective revenue cycle management, and practice growth.

Penny is a member of the Academy of Dental Management Consultants, The Speaking and Consulting Network, and a Speaking/Consulting member of the American Association of Dental Office Management.

More About eAssist Dental Solutions:

eAssist Dental Solutions, a Henry Schein company, is the nation’s leading platform for dental billing and patient billing services for dental offices. eAssist serves thousands of dental practices through a proprietary technology platform that connects dental practices to vetted dental billing specialists, allowing practice owners to fully outsource their billing department. The end-to-end solution enhances a dental practice’s revenue cycle management and eases the burden on office staff, ultimately helping practices be more efficient, profitable, and patient-focused.

Learn more at www.dentalbilling.com, Facebook.com/eAssistMe, and @eAssist.me on Instagram

Learn More About AADOM:

https://www.dentalmanagers.com/

Present:

Kelsey Halvarson-Roadside's Privacy & Security Officer

Learning Objectives:

● 6 HIPAA marketing mistakes often overlooked  

● You’ll walk away with an action plan to fix those mistakes and fast

● Why HIPAA could skyrocket your SEO rankings and visibility

Learn More About Kelsey:

With 15+ years of experience in online marketing, SEO, and paid ad campaigns on Google, Facebook, and other major platforms, Kelsey helps his clients get found online with forward-thinking strategies.

Now becoming Roadside’s Privacy and Security Officer, Kelsey leads the team to adhere to HIPAA compliance while getting their clients measurable ROI. Kelsey is certified for Google Ads, Google Search Console, Google Analytics, and Bing for Paid Ads.

Learn More About Roadside Dental Marketing:

https://www.roadsidedentalmarketing.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Josh Muir-Director of Strategic Partnerships-RecallMax

Learning Objectives:

1. How technology can help you spot the quick wins in your practice.

2. Understand how to build a patient care journey beyond automation.

3. Learn the limitations of your processes and how technology can solve them.

More About Josh:

Josh Muir, Director of Strategic Partnerships

Josh is responsible for consulting with DSO’s and group dental practices on how RecallMax can help grow their practices organically through hygiene optimization and system implementation. Backed with over a decade of senior leadership experience in the medical service industry he is highly experienced in growing organizations on an acquisition and operational basis. Josh’s expertise is in identifying the key opportunities within growing practices and can provide advice on how to create buy-in through the process of change.

More About RecallMax:

RecallMax™ is regarded as a personal assistant for your entire team. It keeps dental chairs full, workloads manageable, practices productive, and staff and patients happy. Our industry-leading software does this by taking the stress away from time-consuming and frustrating operational tasks. Leaving you focused on dentistry and patient care whilst we take care of helping your practice run effectively and efficiently so patient retention and practice revenues continue to grow.
Behind our software sits a team backed with decades of dental industry experience. In fact, RecallMax was designed by dental professionals, for dental professionals, which is why we are recognized as the number one productivity enhancement tool in the dental industry today. Let us help you stay on top of treatment plans, collections, filling short-notice cancellations, and more.
For more information see our website, or to book a demo click here: https://www.recallmax.com/book-a-demo

More About AADOM:

https://www.dentalmanagers.com/

Fred Joyal-CEO-TruBlue Social Smiles

Learning Objectives: 

Why patient video testimonials are so impactful

Where to use testimonials to maximize their marketing value

The team's responsibility in requesting testimonials

What resources can be used to simplify every step of the process

More About Fred:

Fred Joyal is an author, speaker, and entrepreneur. He co-founded the most successful dentist referral service in the country, 1-800-DENTIST. He is currently the CEO of TruBlu Social Smiles. He has previously written two bestselling books on marketing for the dental industry, Everything is Marketing and Becoming Remarkable. His humble brags are he once beat Sir Richard Branson in chess and was also a question on Jeopardy. He is an avid cyclist, a below-average tennis player, and an even worse golfer.

More About TruBlue Social Smiles:

TruBlu Social Smiles is a software platform that streamlines the process of requesting patient video testimonials and then maximizes their use in all your practice marketing. Video testimonials are the most powerful marketing tool ever created, and Social Smiles makes it easy for the patient and the practice to capture their full value.

https://trublusocialsmiles.com/

More About AADOM:

https://www.dentalmanagers.com/

Dianna McHugh, VP of Customer Success  at Kleer

Learning Objectives:

-The top problems practices run into when managing an in-house plan

-The crucial components missing in most legacy solutions

-Best practices and strategies to migrate your existing patients to an automated platform

More About Dianna:

Dianna leads the Kleer Success Team, an award-winning group of dedicated professionals committed to helping customers get the maximum value out of their Kleer-powered membership plan. She’s been at Kleer since day 1 and has worked with 100s of office managers to help them implement successful membership plans. She’s always worked in customer focused roles and sincerely cares about how Kleer can help impact your practices for the better!

Learn More About Kleer:

https://www.kleer.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Shannon Mackey, CEO-Roadside Dental Marketing

LEARNING OBJECTIVES:

● Why tactics like Instagram Reels won't get you new patients

● Step-by-step path to creating a patient-generating strategy for 2023

● Immediate wins to inject cash into your practice

● The 1 marketing campaign no dental office is doing but should

MORE ABOUT SHANNON:

Shannon Mackey is the CEO and Cheerleader of Roadside Dental Marketing. With 20+ years of real-world experience in high-performing practices, her love of marketing is the driving force behind Roadside’s solutions for successful dental practices.

She ran Rhys Spoor in office continuing education for 4 years, helped start PAC-Live with Davide Hornbrook, and enjoys education opportunities.

With infectious enthusiasm and out-of-the-box thinking, Shannon coaches practices to implement simple, step-by-step strategies that result in increased new patients, referrals, and rankings. Her company prides itself on being a marketing guide, not your “status quo" agency.

RESOURCES:

That’s why we’re giving away our Marketing Action Plan Workbook. It’ll help you take your strategy and turn it into a bonafide action plan.  

It includes:

● 40+ page workbook for creating an actionable plan for your dental practice

● Proven frameworks and tools that’ll level up your revenue

● Fillable worksheets, templates, and formulas to nail your big goals

● 30 days of social media ideas, dental hashtags, 15 blogging topics, and more

Download the Marketing Action Plan Workbook here:

 And because Shannon wants you to kick off 2023 with a bang, she’s offering her insight and expertise.  Schedule a 30-minute analysis call with Shannon to share your 2023 marketing strategy.  

She’ll give you real-time feedback and offer any other tidbits of advice, so you’re confident to take action.  Schedule a call with Shannon here.

MORE ABOUT ROADSIDE DENTAL MARKETING:

https://www.roadsidedentalmarketing.com/

MORE ABOUT AADOM:

https://www.dentalmanagers.com/

Christine Babett, Marketing Manager Patterson Dental

Learning Objectives:

Learn about the Patterson Dental AADOM Conference Scholarship

Review Patterson's commitment to AADOM and the continued growth and development of the modern office manager

Specifics of the scholarship to the Conference

More About Christine:

Chris Babett is a Marketing Manager responsible for strategic relationships, trade shows and events and CE courses with Patterson Dental. Having grown up in the Dental space, she understands the importance of oral health and the integral part that Office Managers play in keeping both practices and patients healthy and happy. Like Patterson and AADOM, she is fully committed to supporting the modern Dental Office Manager.

More About Patterson Dental:

Patterson Dental Supply, Inc., a subsidiary of Patterson Companies, Inc., connects dental and oral health professionals in North America to the latest products, technologies, services and innovative business solutions that enable operational and professional success. Our comprehensive portfolio, distribution network and supply chain is equaled only by our dedicated, knowledgeable people who deliver unrivalled expertise and unmatched customer service and support.

https://www.pattersondental.com/

More About AADOM:

https://www.dentalmanagers.com/

Parham Nabatian-Co-Founder of DocSites

Podcast Learning Objectives:

- Invest in a Successful Website, & Marketing Program

- Achieve Your Marketing Goals

- Save Money, Save Time & Save Resources

More About Parham:

Parham Nabatian is the co-founder of The DocSites and for the last 12 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 100s of dental offices of all shapes and sizes to implement a successful web presence and achieve their respective goals. His personal passions involve family, community activities, sports, and travel!

More About DocSites:

https://www.docsites.com/

More About AADOM:

https://www.dentalmanagers.com/

Christy Bench

Learning Objectives:

1. Learn what to expect from your practice management software partner

2. See how sharing your ideas can result in feature releases that make a difference for your practice

3. Learn how to get maximum value from your software experience

More About Christy:

Christy is a Training Content Manager with Curve Dental. She creates the training content for offices and Curve trainers, including Quick Guides and training videos. She also hosts Curve webinars to introduce and demonstrate large feature releases.

Prior to this position, Christy worked as a Curve trainer to help new offices become proficient on Curve practice management software.

Before joining the Curve Dental team, she worked for nine years as the office manager helping her practice grow from one doctor and two hygienists to four doctors and nine hygienists, and more than quadrupling monthly revenue.

More About Curve Dental:

https://www.curvedental.com/

More About AADOM:

https://www.dentalmanagers.com/

Shelly Otte, MAADOM & Ryan Corby

More About Shelly:

Shelly Otte, MAADOM has been the Office Manager for Dr. Douglas Schulz (Corporate Lakes Dental) and the Education Center Manager at Corporate Lakes Education Center previously while in Kansas City. While there, she implemented their own in-office dental membership plan. She was also the President of the Kansas City AADOM Chapter and the chapter was recognized as 3rd Place Chapter of the Year at the 2018 AADOM Conference.

Shelly and her family moved to Monument, CO for her husband’s work three years ago. There she joined the practice of Dr. Jeffrey Yelle (MountainWellnessDentistry) as his Practice Administrator. Shelly successfully helped navigate a rebranding, huge social media platform and a large membership base with their dental membership plan.

Most recently, Shelly joined the team of Smile Advantage to pursue her passion for helping offices to implement and grow their dental membership plans. She is also extremely excited to work directly with local AADOM chapters and the national organization with her new role. AADOM is something that Shelly has been passionate about for many years.

With the recent promotion of becoming a grandma (GoGo) in April, Shelly and her family are moved back to the Kansas City area to be with family. She is extremely excited to be back in her hometown and re-engage with the dental community there. When not working you'll find Shelly enjoying her family, 3 rescue dogs and cooking. She is also an avid football fan (KC Chiefs obviously)!!

Shelly’s passion for continuing education, serving her community and being actively involved in AADOM and the dental industry is contagious. She sets out every day to make others smile and give back in a positive way. Her goal in life is to make every day a little easier and happier for others. Shelly is confident joining forces with Smile Advantage will bring tremendous success for their clients, business and herself.

More About Ryan:

Starting his first business at the age of 8, Ryan has only continued his drive and love for business. He is a serial entrepreneur with specialized skills in a variety of creative disciplines that complement dentistry like marketing automation, video production, graphic design, web development, live events, customer follow up & honest "H2H" Human to Human customer service.

He has provided services for large enterprise companies as well as helped small businesses develop a level of professionalism, customer service & revenue generation through relevant and effective marketing material.

Ryan loves technology and has a way of discovering the best use of newer technologies to benefit & streamline his Dental client's marketing communication, workflow, and production. His knowledge of how the software operates and attention to detail exemplifies his success in many facets of the Dental Practice. He demonstrates an inquisitive nature that becomes paramount in assessing a structured plan to provide an accurate resolution to clients based upon individual assessments of their needs. Ryan solves difficult problems and conveys the answers clearly and concisely to his clients.

Ryan's passion lies deep in old fashion customer service and working with his clients in a 1:1 personal way & he lives by the mantra "The Fortune is in the Follow-Up”

Learn More about Smile Advantage:

https://smileadvantage.com/

Learn More about AADOM:

https://www.dentalmanagers.com/

Adrian Valente, Director of Training & Enablement

Learning Objectives:

In this LiveCast, you’ll discover:

-The strategies for how and when to offer patient financing

-The must-have talk tracks for frictionless conversations with patients

-How to market your financing and drive results

-Learn about an innovative financing option that approves over 85% of patients

Learn More About Adrian~

Adrian joined Sunbit in 2016 and supports training, enablement, and community engagement. As our resident subject matter expert for all things Sunbit, you'll find him hosting podcasts, events, interviews, and coaching sessions across all the industries we serve.

Learn More About Sunbit:

https://sunbit.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Kelsi Donnellon, Director of Strategic Partnerships

Learning Objectives:

Why should you consider working capital to grow and manage your business?

What options are available for small businesses? What makes different options better or worse for different business situations?

What makes OnDeck different from other lenders?

More About Kelsi:

Kelsi joined Enova International back in 2016 as they began to expand from consumer to small business lending. Kelsi is currently the Director of Strategic Partnerships for Enova Small Business and OnDeck Capital. OnDeck is the nation's largest online small business lender and provides business owners with fast, easy, frictionless access to the working capital they need to grow and support their businesses. Kelsi has built her career helping companies create strong, partnerships and currently works with major partners like Sofi, Intuit, AADOM, the ADA, and many more.

More About On Deck Capital:

https://www.ondeck.com/

More About AADOM:

https://www.dentalmanagers.com/

Lorie Streeter, VP of AADOM

Learning Objectives:

Inspiration

Fun

Love

Reflection

Learn More About  Lorie:

Lorie has been working with The American Association of Dental Office Management, or AADOM for the past 14 years. Lorie is the Current Vice President of AADOM. Lorie’s dental career spans 32 years, 12 of which were spent as a dental office manager. 

 Lorie is dedicated to the growth and development of all teams. Lorie serves on the AADOM advisory council, AADOM Executive team, and on the AADOM Distinctions Board.  In 2015 Lorie was recognized as one of the top 25 Women in Dentistry by Dental Products Report magazine.  

Lorie lives in WA state with her husband and son and their two dogs Mac and Tucker!

Fun Fact:  Lorie spent many years as a professional singer and was on the Gong Show, The Fernwood Tonight Show and opened for Rascall Flatts at WE FEST in Minnesota in front of a crowd of 50, 000 people!

Learn More About AADOM:

https://www.dentalmanagers.com/

Milena Hoffman-Campaign Strategist

Learning Objectives:

 - Learn the real reason people aren't coming to their scheduled appointments

- Get the call script that'll psychologically trigger people to actually show up

- Discover the perfect patient consult that's guaranteed to skyrocket treatment acceptance

- How to quickly fill up your doc's schedule with reliable patients

More About Milena-

 Milena brings over 12 years of experience in Dental Office Operation, Marketing, Sales, and Business Development.

She created the marketing and sales process that contributed from $400K to 1.4 million dollars of additional production within 1 year. She mastered the treatment presentation process, increasing the doctor’s production from $325/hour to $725/hour and the hygienist's production from $130/hour to $275/hour.

Through amazing systems, clinical skills, and office culture, she helped the office become THE place for cosmetic and restorative dentistry.

Since then, she’s coached dental offices and is passionate about continuing to serve the dental community.

Learn More about Roadside Dental Marketing:

https://www.roadsidedentalmarketing.com/

Learn More about AADOM:

https://www.dentalmanagers.com/

Kay Hickey, Clinical Efficiency Consultant

Learning Objectives:

• Discover how the lack of good clinical systems can negatively affect the overall success of the practice.

• Identify resources to help administrators identify blind spots and pain-points within the clinic.

• Learn how Zirc’s Color Method can streamline operations to save time and money and add revenue.

More About Kay:

Kay has been in the dental industry for over 30 years working as a dental assistant, dental assisting educator, and currently as a clinical efficiency consultant at Zirc Dental Products. She enjoys speaking and training clinical systems to help practices become safe, happy, and efficient. She has authored four children’s dental books and has written several articles for various dental publications. Kay has served on the Minnesota Dental Assisting Board and is a member of the Speaker Consultant Network, AADOM Speaker Consultant Alliance, and eAssist Consultant Network.

More About Zirc Dental:

https://www.zirc.com/

More About AADOM:

https://www.dentalmanagers.com/

Jay Letwat-Vice President, Dental, Sunbit

Liz Russell- Director of Operations, Charles Ashley Mann, DDS & Associates & Co-President, AADOM Triangle Area North Carolina Chapter.

Learning Objectives:

• Understand the current patient financing landscape and recent innovations to determine which may be most beneficial for your practice.

• See how real practices have realized a 25x increase in financing production and 150 percent more patient approvals.

• Discover an accessible financing alternative with an over 85 percent approval rate.   

Learn More About Jay:

Jay oversees the adoption of Sunbit’s Buy Now, Pay Later (BNPL) technology in the dental vertical, a core market for the company. With more than 20 years of experience evangelizing disruptive technologies, Jay is uniquely suited to introduce BNPL technology to a market where patient case acceptance has traditionally been hampered by treatment costs. By building relationships with multi-unit practices and leading DSOs, Jay is enabling dental leaders to address traditional financing challenges, increasing case acceptance and improving patient outcomes.

Learn More About Liz:

Liz Russell, DAADOM has been in dentistry for 45 years.  The last 17 years has been spent with Charles Ashley Mann and Associates in Cary, NC.   She began her career with a job after school at her local dentist and was trained as a dental assistant.  Through the years she has worked the front desk, has been a trainer for Eaglesoft dental software, supported her own Practice Management business, and managed single and multiple location dental practices.  She is Co-President of the AADOM Triangle Chapter in Raleigh, NC.

Learn More About Sunbit:

https://sunbit.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Laura Nelson-Founder of Front Office Rocks

Learning Objectives:

 • How to set the appropriate goals and clearly define them.

• Measure the goals to know how well you are doing against your goal

• Define if you have accomplished the goal you set and what to do to help motivate the team to do it again in the future

More About Laura:

Laura Nelson is an award-winning, international speaker & the founder of Front Office Rocks™, a virtual training platform for dental teams that is the leader in Dental Front Office Solutions and Training, With her interactive and innovative approach, Laura has mentored thousands of dentists and dental team members to achieve unprecedented results in growth and empowered dentists and office managers to excel at performance-based hiring.

An accomplished recruiting & management coach and highly renowned keynote speaker, she is the best-selling author of Step Away from the Drill, a book that has helped dentists understand & embrace the business side of dentistry and her newest book, Hiring Without Hesitation: A How-To for Small Business Success, which breaks the hiring process down into clear, easy-to-follow steps that make finding and hiring talent a productive and enjoyable experience. Laura is the recipient of public speaking awards from The Speaking Consulting Network and Dentistry's Got Talent. She has also been recognized as one of Dental Products Report’s Top 25 Women in Dentistry.

More About Dental Whale:

https://www.dentalwhale.com/

More About Front Office Rocks:

https://frontofficerocks.com/

More About AADOM:

https://www.dentalmanagers.com/

Amy Logan Parrish

Learning Objectives:

Understand your audience and how to engage with them in an elevated way.
Gain ideas on how to build an intentional engagement strategy to strengthen patient relationships.
Establish an ideal patient experience that reflects your practice vision and brand.

More About Amy:

Amy Logan Parrish is Chief Development Officer for Jameson Management, a practice management, marketing and hygiene coaching firm. Amy focuses primarily on growth and development for both the company as a whole and for the individual team members that make up the organization’s dynamic culture. She has been a featured speaker at numerous dental meetings across the country, including Yankee Dental Congress, Hinman Dental Meeting and multiple AADOM Chapters and dental societies. Amy delivers engaging presentations on a variety of subjects relevant to today’s dental team including customer service, marketing, and team development. She has served as the emcee of the annual AADOM conference for the last 10 years and is passionate about helping people thrive wherever they are in their lives personally and professionally.

Learn More About Lighthouse360:

https://www.lh360.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Dr. Scott Leune

Learning Objectives:

- Understand the ideal location for presenting finances.

- Learn which new payment options promote case acceptance.

- Find out how the payment option form design can be changed to drive up acceptance.

- Understand strategies around phasing of treatment.

More About Dr. Leune:

Through his great impact and teachings, Scott Leune has been named one of the top 30 most influential people in dentistry. After graduating Dental School in 2005, Dr. Leune has opened and sold numerous practices, has built over a dozen companies helping dentists manage their practices, marketing, IT, phones and billing, and if one of the most sought-after lecturers and business coaches in Dentistry. His current company, BreakawaySeminar.com, provides intense business training to office managers and dentists.

More About Dental Whale:

https://www.dentalwhale.com/

More About Breakaway Seminars:

https://www.breakawayseminar.com/

More About AADOM:

https://www.dentalmanagers.com/

Steve White-Senior Partner at DDS Rescue

Learning Objectives:

• Learn how much of a threat Ransomware is to your practice.

• Learn what damage/costs a Ransomware attack will cause your practice.

• Learn how proper security protection will also fulfill needed HIPAA requirements.

• Learn the three easy steps you must take to provide proper cybersecurity for your entire practice.

More About Steve:

Steve is a nationally known author and lecturer in the fields of cybersecurity, ransomware, business continuity, office productivity, and fatigue reduction.

He has over forty years of experience in the dental industry and extensive knowledge of marketing, product development, engineering and manufacturing disciplines.

Learn More About DSS Rescue:

https://www.ddsrescue.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Rosanne Kassab-Perno

Learn More About Rosanne:

Rosanne Kassab-Perno, MAADOM has spent the last three decades helping her husband Joe build his practice, Voorhees Family Dentistry.  

Rosanne is a proud lifetime member of AADOM and earned her Fellowship (FAADOM) in 2019.  Most recently at AADOM’s 2021 conference, Rosanne was inducted as a Master, (MAADOM).  She is currently working towards earning her Diplomate (DAADOM).  Rosanne also servers as Vice-President of the Southern NJ AADOM Chapter.

When she is not managing the practice, Rosanne enjoys spending time with her three daughters and their families, particularly her four grandchildren.  

Learn More About AADOM:

https://www.dentalmanagers.com/

Angela Byrnes-Director of Client Services

Whitney Speir-Marketing Director

Learning Objectives

• Discover how to get the entire team involved in (and excited about!) marketing
• Identify ways to find marketing-minded individuals during the hiring process
• Get tips for onboarding new employees into your marketing dream team

More About Angela & Whitney:

Angela Byrnes, Director of Client Services

Angela Byrnes loves practicality and efficiency and works to pair client goals with simple solutions. Before Roadside, Angela devoted 23+ years to the dental industry, leading high production at multi-doctor practices. Eventually, she honed in on her passion for practice management and consulting, and naturally gravitated toward Roadside!

In her years with Roadside, Angela has helped transcend all previous profit margins at rates her clients have never thought possible. She problem-solves intimidating challenges with interactive, easy, and rewarding action plans. Simply put, Angela loves to share her marketing knowledge, tools, and expertise to help dentists grow their practices!

Whitney Speir, Marketing Director

With more than 15 years in marketing and design, Whitney Speir excels at helping practices nationwide learn how to implement simple marketing strategies that get BIG results.

A self-described “marketing nerd” (glasses and all), Whitney is passionate about helping dental teams discover real-world strategies that can help grow their referrals, reviews, rankings, and overall revenue.

Learn More About Roadside Dental Marketing:

https://www.roadsidedentalmarketing.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Cody Clark, Product Specialist

Learning Objectives:

• The differences between server-based and cloud-based software

• How cloud-based software can enhance work/life balance

• The cost savings of cloud-based software compared to server-based systems

• How the right cloud-based software can make an office manager’s job easier

More About Cody:

  Cody Clark has worked in the dental industry for over ten years. Prior to joining Curve where she delivers Curve Hero practice management software demos, Cody was a dental assistant at multiple dental practices. As a dental assistant, she was cross trained to be proficient in all areas of the dental office from being the warm friendly face at the front desk, educating patients on their treatment concerns, consulting treatment navigation, to being chairside alongside the doctor assisting with dental procedures ensuring that patients feel at ease.

Learn More About Curve Dental:

https://www.curvedental.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Angela Byrnes & Whitney Speir 

Learning Objectives:

Discover why you should be creating videos within the practice
Find out what topics patients are actually interested in
Learn how to repurpose one video into 10 pieces of marketing content across multiple channels
Identify how to get it done efficiently and how to get the team involved

More About Angela & Whitney:

Angela Byrnes, Director of Client Services
Angela Byrnes loves practicality and efficiency and works to pair client goals with simple solutions. Before Roadside, Angela devoted 23+ years to the dental industry, leading high production at multi-doctor practices. Eventually, she honed in on her passion for practice management and consulting, and naturally gravitated toward Roadside!
In her years with Roadside, Angela has helped transcend all previous profit margins at rates her clients have never thought possible. She problem-solves intimidating challenges with interactive, easy, and rewarding action plans. Simply put, Angela loves to share her marketing knowledge, tools, and expertise to help dentists grow their practices!

Whitney Speir, Marketing Director
With more than 15 years in marketing and design, Whitney Speir excels at helping practices nationwide learn how to implement simple marketing strategies that get BIG results.
A self-described “marketing nerd” (glasses and all), Whitney is passionate about helping dental teams discover real-world strategies that can help grow their referrals, reviews, rankings, and overall revenue.

More About Roadside Dental Marketing:

https://www.roadsidedentalmarketing.com/

More About AADOM:

https://www.dentalmanagers.com/

Ryan White-Senior Dental Marketing Manager

Learning Objectives:

During this podcast you will learn:

1) What to do after getting a 5-Star review

2) How to remedy bad reviews and turn them into positives

3) Build a review strategy to get new patients

About Ryan:

Ryan White, Weave's Senior Dental Marketing Manager, has spent the last decade helping practices optimize their marketing processes and utilizing tech in the efforts. Before coming to Weave, Ryan worked for Ultradent Products, where he helped offices sell more whitening through engaging marketing campaigns. Additionally, he spent the last 3 years helping practices utilize free digital marketing channels to attract new patients.

Ryan currently resides in Salt Lake with his wife and two kids. In his spare time he is either canyoneering in the deserts or continuing his life-long search for the best Mexican food in the U.S.

Ryan's Email: Ryan.White@GetWeave.Com

More About Weave:

https://www.getweave.com/

More About AADOM:

https://www.dentalmanagers.com/

Dave Monahan CEO Kleer

Resources:

https://www.kleer.com/aadom20

Learning Objectives:

Understanding the current state of employer-sponsored dental coverage.

Understanding the need for alternative dental coverage options.

Explaining Kleer Employee Care — what it is, plus benefits and use cases.

Learning the differences between Kleer Employee Care, and traditional dental insurance for dental practices, employers, and employees.

How to build and offer a dental benefit plan to local businesses.

More About Dave:

Dave Monahan, the CEO of Kleer, has a passion for creating technology-enabled businesses that improve people’s lives. He founded Kleer and championed its mission from the beginning. He designed the Kleer platform based on dentist and patient feedback, built a passionate and hardworking team, publicly advocates for dentists and patient rights, and continuously pushes the company to innovate and be better.

Learn More About Kleer:

https://www.kleer.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Dr. Brandon Allen of Allen Family Dentistry in Athens, Texas-1:17 into the podcast

Dr. Joe Perno of Vorhees Family Dentistry in Vorhees Township, New Jersey-6:12 into the podcast

Dr.  Traci Portnoff of Cornerstone Dental in Westborough, Massachusetts-15:05 into the podcast

Bart Knellinger/President & CEO/Founder-Progressive Dental Marketing

Event Info:

https://www.progressivedentalmarketing.com/wp-content/uploads/2021/10/TCI-PDF-for-AADOM-Audience.pdf

Learning Objectives:

After networking and working with so many offices in the dental field for over 13 years, we have noticed that the treatment coordinator is the primary driving force to increasing production in the practice and ultimately meeting the dental practice’s sales goals. Learning how to do the following correctly with our help will impress the doctor and help you grow in your career! We teach this valuable information at The Closing Institute!

The Closing Institute teaches our doctors and their teams the following which we touch upon in this podcast:

The Psychology Of A Closer

How To Qualify Leads

Standardized Sales Process

How To Gain The Patient's Trust

Identifying and Overcoming Acceptance Barriers

Presenting Creative Funding Options for Cases Over $40k+

Follow-Up Strategies and Tools

Getting Unscheduled Treatment Back In The Door

Bringing Doctors and Treatment Coordinators Together

Identify the Gaps in your Treatment Planning Process

Teach You How to Bring In New Patients

Getting Unscheduled Treatments Back In the Door

Receive an Actionable Plan to Implement Within Your Practice

Provide You with Tried-and-True Methods to Increase Your Multi Implant Full-Arch Cases

Get Your Team Excited in the Role they Play About Changing People’s Lives Through Dentistry

AND MORE!

Learn More About Progressive Dental Marketing:

https://www.progressivedentalmarketing.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Tonya Lanthier, RDH

Learning Objectives:

Learn how to stop drama in its tracks to create a purpose-driven culture. When we are aware of what drives our behaviors, we can take better care of our team, our patients, and the people in our lives.

Learn More About Tonya:

Tonya Lanthier is founder and CEO of DentalPost, the dental industry’s premier and largest online and mobile job board, connecting and educating more than 850,000 job seekers and 70,000 dental offices in the U.S. and Canada. A Registered Dental Hygienist-turned-entrepreneur, Tonya has gained acclaim industry-wide for her passion to improve lives and help dental professionals build teams that excel through metric-based career matching tools, including personality tests and values, skills and work culture assessments. Started in 2005 as a tool to help dental professionals connect and make smarter hires, DentalPost has made the Inc. 5000 list of fastest growing private companies three times, and the Inc. Female Founders 100 list in 2020.

Tonya is a member of the American Dental Hygienists' Association, supporter of AACD's Give Back a Smile program and volunteer at several charitable organizations including Georgia Mission of Mercy and Ben Mansell Clinic. She is a board member of the Oral Cancer Cause and Dental Entrepreneur Women.

Learn More About DentalPost:

https://www.dentalpost.net/

Learn More About AADOM:

https://www.dentalmanagers.com/

Rebecca Chapman

Learning Objectives/Discussion Points:

Define what a single software platform is.

How did having a single platform eliminate data synchronization issues for Rebecca.

How does a single platform enhance the patient and staff experience.

Curve GRO and it's patient engagement features.

Advantages of having communications & patient records in one database. 

More About Rebecca:

Rebecca Chapman has worked in the dental professional for over 13 years. She has over five years of experience as an office manager for both corporate and private practices. For the past six years Rebecca was a Regional Manager with a company that grew from one to nine locations. While there she formed and directed an Insurance and AR department and gained a strong understanding of dental insurance and running insurance AR reports. Rebecca joined Curve Dental in 2020 as a Product Specialist.

More About Curve Dental:

https://www.curvedental.com/

More About AADOM:

https://www.dentalmanagers.com/

Debbie Evans, MAADOM and Jennifer Steadman BSDH, RDH, MAADOM

Some of the topics discussed:

How did you get involved in AADOM, when, what was the first meeting you attended?

Can you describe your first meeting, what did you learn, how did you implement with your team, how did you get team buy in if they weren't there, etc.

How many conferences have you attended?

Do you bring your team with you?

Does your doctor support your involvement and ultimately your attendance at conference? How did you convince him/her that this was a solid investment?

What advice would you give a new office manager, or perhaps even a veteran office manager, as to why they should attend the conference?

For that new office manager, or the veteran who has never attended, what steps would you recommend they take to show their doctor the value of attending and how they should follow up with the doctor post conference to solidify what they learned?

Learn More About AADOM:

https://www.dentalmanagers.com/

Learn More About the AADOM Conference:

https://www.aadomconference.com/

Dave Monahan

"Doing the Math" Resource:

https://kleer.wistia.com/medias/ibdn8r75aq

Learning Objectives:
Learn the seven step process of how you can get rid of bad PPOs for good
Understand why membership plans are important to the process
Determine what you can do today to help your doctor(s) get started.

More About Dave:

Dave Monahan, the CEO of Kleer, has a passion for creating technology-enabled businesses that improve people’s lives. He founded Kleer and championed its mission from the beginning. He designed the Kleer platform based on dentist and patient feedback, curated a brilliant and hardworking team, publicly advocates for dentists and patient rights, and continuously pushes the company to innovate and be better.

More About  Kleer:

https://www.kleer.com/

More About AADOM:

https://www.dentalmanagers.com/

Genevieve Poppe

Learning Objectives:

-Discover the nuts and bolts of a proven management operating system for your practice

-Identify the importance of vision and goals

-Pinpoint critical leadership competencies and skills

-Gain tools that create accountability without conflict

-Understand the importance of frequent communication

- Articulate the responsibilities, accountabilities, and goals for each role in the practice

Learn More About Genevieve:

Many dental practices struggle to implement the necessary change to achieve the results they are looking for. Genevieve Poppe has a unique understanding of what it takes to help dentists achieve their practice vision. Her experience as an owner and manager of a seven-practice affiliate group refined Genevieve’s process and approach to practice growth and management. Her ability to develop strong dental teams with excellent patient connection and communication skills keeps her in high demand.

From dental assistant to practice owner, Genevieve brings a unique perspective and real-world experience in all aspects of dentistry. From practice startup to transition, Genevieve has the skills and knowledge to implement systems for business and team success.

As a speaker and consultant, clients and teams find Genevieve relatable and knowledgeable. Her presentations are engaging, relevant, and meaty with immediately applicable content.

Learn More About Lighthouse360:

https://www.lh360.com/aadom

Learn More About AADOM:

https://www.dentalmanagers.com/

Ryan Merriman

Learning Objectives:

In this podcast, learn how to solve practice pain points in the dental industry and hear best practices on how to meet patient’s needs for:
- Clarity into their financial responsibility
- Contactless, safe, and frictionless experiences
- Convenient payment options including online and mobile
Learn how convenient, consumer-friendly payment options make capturing payments more manageable for both the practice and the patient.

Learn More About Ryan:

Ryan Merriman has been a Practice Management Consultant with Rectangle Health for the past two years helping to make workflows and processes simpler and more efficient for healthcare providers and practices. Ryan takes a consultative approach, as he knows firsthand, how important efficiencies and automation are to running the dental office. He enjoys making a positive contribution in the lives of the office management staff and helping practices realize more revenue as they implement solutions that make their day to day lives easier. Ryan and his family are natives of and based in Oklahoma.  

Learn More About Rectangle Health:

www.RectangleHealth.com

Learn More About AADOM:

www.DentalManagers.com

Brandi Hooker Evans & Martin Kearns

Learning Objectives:

1. Develop verbiage that connects patients to administration to clinical care
2. Recognize the opportunity in adversity, learn how to draw strength to empower your team's present and future
3. Discover the keys to team cohesion, a fun office culture, and greater career satisfaction.

Learn More About Brandi & Martin:

Brandi has worked clinically since 2007. Through her consultancy, Stellar Outcomes, LLC, she has tailored practice improvement programs for individual dental offices as well as large speaking venues. Her versatile dental office knowledge aids team members in learning more about restorative and administrative tasks.

Martin Kearns is Director of Marketing at Lighthouse 360. After starting his career in Saas and online marketing, Martin joined Lighthouse 360 in February of 2011, and has held leadership positions in Sales, Marketing and Business Development. He contributes his broad expertise in dental technology as a speaker and panel moderator for Lighthouse and Henry Schein One at conferences, online seminars, and podcasts. Martin holds Bachelor of Science degrees in Management Information Systems from Rensselaer Polytechnic Institute in Troy, NY. He lives in Mineola NY with his wife and 4 children.

Learn More About Lighthouse360:

www.lighthouse360.com

Learn More About AADOM:

www.DentalManagers.com

Alison Muckenfuss

More About Alison:

Alison Muckenfuss is a former practice manager who helped open two dental practices that grew into million-dollar businesses over fifteen years. She managed all aspects of the practices, including scheduling, staffing, insurance, collections, and more. Alison was instrumental in selecting and implementing Curve Hero cloud-based practice management software.

Alison graduated from the University of North Carolina with a Bachelor of Arts degree in English Literature.

More about Curve Dental:

www.curvedental.com

More about AADOM:

www.DentalManagers.com

Whitney Spier

Learning Objectives:

Identify the top marketing trends dental providers MUST adopt for a thriving practice
Discover how to implement these trends into your marketing planning
Get practical suggestions to avoid overwhelm in implementing these new trends

More About Whitney:

With more than 15 years in marketing and design, Whitney Speir is the Marketing Director for Roadside and LOVES helping practices nationwide learn how to implement simple marketing strategies that get BIG results.

In addition to authoring articles, ebooks, and blog posts, Whitney speaks nationwide, teaching in-person marketing workshops and hosting online webinars and e-learning courses.

A self-described “marketing nerd” (glasses and all), Whitney is passionate about helping dental teams discover real-world strategies that can help grow their referrals, reviews, rankings, and overall revenue.

More About Roadside Dental Marketing:

www.roadsidedentalmarketing.com

More About AADOM:

www.DentalManagers.com

Rita Zamora

Learning Objectives:

- Describe how physical distancing has impacted the use of social media and what this means for your practice
- Discuss key strategies to elevate your social media communication to grow stronger relationships and attract new patients
- Discover tips and insight to streamline, better manage, and enhance your social media marketing

More About Rita:

Rita Zamora has held roles as a treatment and financial coordinator as well as dental marketer. She is author of the book Get Found, Get Liked, Get Patients - Making the Most of Social Media and is the founder of Connect90.com a “do social media with us” program. Rita graduated magna cum laude from the University of Colorado with a bachelor’s degree in business and marketing and has over 20 years experience in the business of dentistry.

More About Care Credit:

www.carecredit.com

More About AADOM:

www.dentalmanagers.com

Mike Bucker & Valarie Caulfield

Learning Objectives:

- Explore how to leverage technology to spark immediate action from patients in a way that is non-intrusive while saving hours for the team

- Learn from a fellow AADOM member with over 30 years of experience about her tips and tricks to engage with patients and build strong relationships.

More about Mike:

Mike Buckner has spent the last 9 years in Business Development in the technology and communication space for the Dental Industry. He loves educating offices and teams across the country, on how to improve their efficiencies and increase patient loyalty in their practice. His career in the Dental space led him from Solutionreach to Dental Intelligence, and now currently with Weave. 

He joined Weave on the Business Development team in 2017, primarily focused on increasing Brand Awareness and overall influence in the Dental Space. He is married to a Dental Assistant, has 2 daughters, and twin 2-year-old boys.

More About Valarie:

Valarie Caulfield has worked on the administrative side of dentistry since 1984 and became an Office Manager in 1991. She has certainly seen a lot of changes over the years, one of the greatest being technology. Although she has worked in all specialties of dentistry, she loves general dentistry the most. She’s a numbers person but truly enjoys the relationships made with the variety of patients seen. 

She considers herself an efficient and effective leader with empathy and understanding realizing each employee brings their own individual style to the team. Her 37 years of experience brings perspective to the workplace every day. Valarie has been a member of The American Association of Dental Office Management (AADOM) since 2011 and she received the designation of Master in 2020. She is also VP of her local AADOM chapter in NE WA.

Valarie and her husband Ed have been married for 37 years. They have two grown children and three grandchildren. She loves to travel, sew and quilt, watch football and spend time with family. She makes her home in Spokane, WA.

More About Weave:

www.getweave.com

More About AADOM:

www.DentalManagers.com

Lori Williams

Learning Objectives:

Define your target candidate aka unicorn team member

Learn where to find them

How to maximize the interviewing process

What do YOU bring to the table

How to retain the dream team

Learn More about Lori:

Lori Williams is the Website Project Manager for Roadside Dental Marketing. She has over 15 years of combined experience in the dental, marketing, and human resource fields. She has helped over 1,000 clients with career advancement and marketing strategies, including personal branding through resumes and LinkedIn profiles. Having worked for general dentists and specialists such as oral surgeons and orthodontists, she is able to bring a unique perspective to dentists when looking for that qualified unicorn to join their team.

Learn More About Roadside Dental Marketing:

Dental Marketing & Dental Website Design by Roadside Dental Marketing

Learn More About AADOM:

AADOM | American Association of Dental Office Management (dentalmanagers.com)

Kristen Brown

Learning Objectives:

When change and stress set in we often forget the most basic ways to biohack our body and brain into relaxation. During this podcast Kristen will share easy but powerful ways to change your body’s response to stress so you can boost your mood, energy, and attitude at work and at home.

More About Kristen:

Patterson has partnered again with Kristen Brown, a keynote speaker, bestselling author, energy mastery expert, certified Holistic Health Coach, and certified 200-hr Yoga Teacher. She will bring you fresh perspectives, high-energy fun, and lots of laughs while you learn new ways to create impact on your practice, patients, and personal power. Get to know more about her and follow her on social media at: KristenBrownPresents.com

More About Patterson Dental:

Patterson Dental

More About AADOM:

dentalmanagers.com

Laura Nelson

Learning Objectives:

• Define change management & how to effectively handle it
• Evaluate practice culture & how to competently communicate with the team
• Analyze expectations from the team & the systems to help achieve them

Learn More About Laura:

Allen Schiff, CPA, CPE

Key Learning Objectives:

Identifying your overhead
How to measure your overhead
What KPI’s should you be shooting for?

More About Allen:

Martin Kearns-Director of Customer Marketing

Learning Objectives:

Learn how to adapt your practice operations to add extra precautions by setting up a Virtual Waiting Room using the tools in your Patient Relationship Management software.

- Minimize risk of exposure by adapting your practice to reduce in-person interactions
- Build patient confidence by effectively communicating new policies, protocols, and expectations

- Improve office efficiency and patient engagement

Learn More About Martin:

Martin Kearns is Director of Customer Marketing at Lighthouse 360. Martin joined the company in February of 2011, and has held leadership positions in Sales, Marketing and Business Development. His tenure in various roles has given Martin the opportunity to contribute his expertise as a guest speaker, panel moderator and co-host at various dental conferences, online seminars, and podcasts. 

In his current role, he oversees customer marketing and educational content which Lighthouse 360 provides to their 12,000 subscribers in the United States and Canada. Martin holds Bachelor of Science degrees in Management Information Systems and Economics from Rensselaer Polytechnic Institute in Troy, NY. He lives in Mineola, NY with his wife, Annie, and their four children.

Learn More About Lighthouse 360:

https://www.lh360.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Dave Monahan-Founder & CEO of Kleer

Learning Objectives:

Review the current state of the industry and why membership plans are a must-have

Review data from practices with highly successful membership plans and understand the opportunity within your existing uninsured patient base

Take away best practices and strategies to maximize patient participation and reduce your front office team’s spent on membership plans– including getting dentist and team buy-in, plan design, pricing, patient messaging and marketing, compliance and how to automate manual processes.

More About Dave-

Dave Monahan has a passion for creating technology-enabled businesses that improve people’s lives. He founded Kleer and championed its mission from the beginning. He designed the Kleer platform based on dentist and patient feedback, curated a passionate and hardworking team, publicly advocates for dentists and patient rights, and continuously pushes the company to innovate and be better.

Prior to joining Kleer, Dave served as the CEO of FitLinxx, where he created simple and affordable wearable devices that enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. He also worked at Microsoft from 1999 to 2006, where he developed and implemented new product, market and partnering strategies that helped the company and thousands of its partners grow and improve profitability.

Dave received his Bachelor of Science in Mechanical Engineering from Pennsylvania State University and an MBA in International Business from Loyola University. Dave is married, has three children, and resides in the Greater Philadelphia area.

Learn More About Kleer:

https://www.kleer.com/

Learn More About AADOM:

https://www.dentalmanagers.com/

Jill Nesbitt, MBA-Senior Customer Success Manager

Learning Objectives:

How you can take care of the clinical team

-How to increase the efficiency of administrative tasks

-How to oversee collections and insurance to meet benchmarks

-Ways to keep the schedule full

More About Jill-

With 20+ years in dental practice management, Jill Nesbitt, MBA, works with dental organizations from emerging groups to national DSOs as one of the Dentrix Ascend experts at Henry Schein One. She started her career managing a multi-specialty group practice, then became an independent dental consultant working with multisite dental groups to achieve measurable outcomes. Jill is pursuing coaching certification so she can best assist practice managers and owners, and she has a special interest in helping dental leaders who believe in dental-medical integration and are dedicated to improving healthcare outcomes.

More About Henry Schein One:

http://dentrixascend.com/

More About AADOM:

https://www.dentalmanagers.com/

Eden Ivie-Director of Customer Success/MouthWatch

Learning Objectives:

Describe teledentistry technology

Explore specific ways that teledentistry can be used in offices to streamline workflows, save chair time, and increase efficiency

Discuss the benefits of implementing teledentistry into your practice.

More About Eden:

Eden Ivie is the Director of Customer Success for MouthWatch. With a background in clinical dental hygiene and public health teledentistry, she is uniquely qualified to help dental practices and oral healthcare organizations implement teledentistry. She maintains a dental hygiene license in three states and is a Public Health Dental Hygiene Practitioner in the state of Pennsylvania. Eden graduated from the dental hygiene program at San Juan College in 2004 and earned her BSDH from Northern Arizona University in 2018. She is also a certified telehealth facilitator.

More About Henry Schein Dental:

www.HenrySchein.com

More About AADOM:

www.DentalManagers.com

Andrea Gallimore

Podcast Learning Objectives:

Communicating in the time of Coronavirus
How do you reach patients?
How to have a powerful online presence
Making sure your website connects and reassures your patients
Cultivating your online reputation
What lies ahead?

Learn More About Andrea:

Andrea Gallimore has over 19 years of experience with Dentrix and the dental industry. She has worked as an office manager for a multi-doctor practice and as a certified Dentrix trainer. Andrea currently works for Henry Schein One as a Product Marketing Manager, presents webinars on various Dentrix and eservices products, and presents educational dental seminars across the country. With her extensive software knowledge and real-world office management expertise, Andrea can help practices maximize efficiency and profitability using Henry Schein One Practice Management Software and eServices.

Learn More About Henry Schein One:

www.HenryScheinOne.com

Learn More About AADOM:

www.DentalManagers.com

Kelsey Halvarson, Roadside SEO Director

Learning Objectives:

1. Identify which areas of marketing to prioritize and shift right now

2. Learn how to use analytics to understand what's working for you and what's not

3. Understand the behaviors of your target customers and their top fears and barriers

4. Learn things you can do yourself to help grow and strengthen your organic and local visibility on Google and other search engines

Get tips to strengthen loyalty and relationships with current patients

More About Kelsey:

Kelsey started out in the automotive industry working with top dealerships across the nation before making the transition to the medical industry.

If you need help "being found" online, then Kelsey Halvarson is the guy you should call. With more than 15 years of experience in online marketing, (SEO) search engine optimization, running effective paid ad campaigns on Google, Facebook and other major platforms, Kelsey helps our clients get to the top and STAY on the top with continuous forward-thinking strategies.

Kelsey is always involved in continuous education and he leads our SEO team helping them to stay up-to-date with the newest Google requirements. Kelsey is certified for Google Ads, Google Search Console, and Google Analytics, as well as Bing for Paid Ads.

Kelsey is married and has one furbaby. He spends most of his time in Puerto Vallarta where he works remotely. He also enjoys public speaking, and consulting/coaching.

More about Roadside Dental Marketing:

www.roadsidedentalmarketing.com

More About AADOM:

www.DentalManagers.com

Jeff Gladnick Founder/CEO

Learning Objectives:

Learn how to evaluate your own website or create a new one that makes it easy for search engines to find your site and convinces patients to contact your office.

More About Jeff:

Although Jeff comes from a family of 7 dentists, he never received “the calling” and instead became a software engineer. After creating a website for his dad’s clinic, he was approached by other members of his family to create their websites, and eventually founded Great Dental Websites. What started as a family project has evolved into the company it is today, serving over 900 practices worldwide, supported by a team of over 35 employees between our Denver and Sydney offices.

More About Great Dental Websites:

www.GreatDentalWebsites.com

More About AADOM:

www.DentalManagers.com

Tonya Lanthier, RDH

Podcast Learning Objectives:

How to use data to hire “right”, including:

- How to write a better job posting

- Tools to vet resumes and find a better match

- Asking the right questions in the interview

- Tools to assess candidates and give you a higher chance of hiring success

More About Tonya:

Tonya Lanthier is founder and CEO of  DentalPost , the industry’s premier and largest online and mobile job board, connecting and educating more than 850,000 job seekers and 80,000 dental offices in the U.S. and Canada. A Registered Dental Hygienist-turned-entrepreneur, Tonya’s passion lies in improving lives and helping dental professionals build teams that excel.

Tonya is a member of the American Dental Hygienists' Association,
supporter of AACD's Give Back a Smile program and volunteer at several
charitable organizations including Georgia Mission of Mercy and Ben
Mansell Clinic. She is a board member of the Oral Cancer Cause and
Dental Entrepreneur Women.

More About Dental Post:

www.DentalPost.net

More About AADOM:

www.DentalManagers.com

Cheryl McKenna

Podcast Summary:

The ADA has recommended touchless credit card payments. Exploring ways to implement touchless to keep teams safe.
The card brands, Visa, MasterCard, Discover and American Express announced that signatures are no longer required so there truly is an opportunity to keep payments touchless with the right technology.
A practice does NOT want to just rely on hand keying the credit card info because it is expensive. The economic climate dictates that you need to give your patients The economic climate dictates that you need to give your patients convenient ways to pay their bills, options for payment plans and future payments.

More About Cheryl McKennna

Cheryl McKenna is the Director of New Business at Merchant Advocate. She has 23 years of experience helping people save money and increase efficiency on their patient payment systems. Cheryl has provided consulting services in many areas including Payment Card Compliance, HIPAA Security Rule Compliance, Merchant Agreement Contract Negotiations, Rate and Fee Expense Reduction and Software and Equipment Integration for Practice Management Software. She is currently spending the majority of her time helping her clients deal with the challenges that Covid19 has presented in regards to payment processing.

More About Merchant Advocate:

www.merchantadvocate.com

More About AADOM:

www.DentalManagers.com

Vickie Ward, FAADOM

Podcast Summary:

It’s that peaceful time of day, first thing in the morning when you look in the mirror- adjust your hat, stand tall, breathe deep and get ready to take on the day!

Wait? Adjust your Hat?  Ahhh Yes, you know… That imaginary Office Manager hat we adjust in our mirror before heading off for the day!  Oh boy, I’m going to get so much done today you say to yourself!.......Tune in to hear the rest!

More About Vickie:

Vickie Ward is the Owner of Key Dental Management.  She is a Fellow of the American Association of Dental Office Managers and serves on the Board for the Wilmington, NC Chapter of AADOM.Having worked 20 years in the dental office as Practice Manager and Front Office Team Member; she now serves as a consultant, coach and fractional team member to dental offices.

Learn More About AADOM: 

www.DentalManagers.com

David Stones

Podcast Learning Objectives

• How to collect outstanding balances even when patients are not coming into the office
• Tips for remaining sensitive to your patients with special considerations
• How to improve your cash flow on a limited production schedule.

More About David:

David is the Senior Product Manager at Henry Schein One over the payment, billing, and business analytics products. He joined Henry Schein One in 2016 with over 25 years of experience in defining and delivering quality, customer-focused solutions. While he has resided in the west for many years his roots are in the upper mid-west where he was born and raised. He has six children and six grandchildren. He spends his spare time with family, is a member of city boards, and coaches youth sports with a focus on football.

Learn More About Henry Schein One:

www.HenryScheinOne.com

Learn More About AADOM:

www.DentalManagers.com

Leigh Ann Faight

Director of Coaching for ACT Dental

Key  Learning Objectives:

Understand the tips to relearning and growing in the tension of this transition

Learn 3 critical parts to opening successfully

Develop new and relevant communication skills for this current environment

More About Leigh Ann:

After becoming a dental hygienist in 2006 Leigh Ann was drawn to learning everything possible about what makes dental teams work synergistically, with both effectiveness and efficiency, through collaboration and accountability. Her leadership, facilitation, and coaching skills have been refined through her work with the Arbinger Institute and also the Gestalt Institute of Cleveland. Being a part of something ‘bigger than herself’ is a driver in her daily work. The bonus of all of this is that dentistry is truly the greatest profession on earth!

Learn More About Care Credit:

www.CareCredit.com

Learn More About AADOM:

www.DentalManagers.com

Eric Pook-Cirrus Consulting Group

Podcast Summary:

This is exceptional discussion on the business side of dentistry. The largest impact to the practice's success or failure is the physical location which is reliant on the office lease. Imagine the impact if you received notice that the practice was being forced to relocate in 30 days. It would be a nightmare. Learn the tips and tricks from the pros to understand what to look out for in your office lease.

Learning Objectives:

• The importance of the dental office lease agreement
• The key terms and conditions within your office lease agreement
• Practical advice on negotiating lease agreements

About Eric:

Eric Pook is the Managing Director of Cirrus Consulting Group, North America’s preeminent commercial real estate and office lease negotiation firm for dentists. Eric is a dental lease negotiation expert and has been consulting small businesses since the late 90’s with an emphasis on revenue creation and cost mitigation. Eric advises Doctors and Office Managers each day on how to successfully leverage the dental office lease agreement to maximize practice value while reducing risk and liability. Eric is an instructor at Henry Schein’s Dental Business Institute Training Dentists, Office Managers, and Dental Executives on how to effectively manage their lease portfolio. 

A proven record of growth and scaling businesses: Eric was the 5th member of a renewable energy start-up that became the 17th fastest private company in the U.S. ranked in the 2014 Inc. 500 List with growth of 11,560%. Eric was involved from inception to building to over 400 employees across 8 commercial real estate locations. Cirrus was founded 25 years ago by dentists for dentists, Cirrus Consulting Group is the pre-eminent firm partner to Dental Practices for all dental office lease negotiation and review services. We have a proven record of over 12,000 successes of achieving fair and affordable leasing terms for doctors, ensuring the lease is set up to provide ling-term protection and security, with the ability to eventually sell and transition out of dentistry profitably and safely.

Learn More About Henry Schein Dental:

www.HenrySchein.com

Learn More About AADOM:

www.DentalManagers.com

Angela Byrnes-Director of Client Services

Podcast Summary:

The Coronavirus COVID-19 pandemic has affected businesses around the world, and the dental industry is no exception. Many practices are closed or seeing significantly reduced numbers of patients. As a result, this is a time of uncertainty for many.

Right now, your website messaging is more important than ever. Does your website address the changing needs and concerns of new and potential patients?

If not, it’s time to adjust and adapt your website content to meet the needs of your community

 Temporarily adjust your homepage during COVID-related closures

 Plan now to adjust your website content once your practice reopens

 Address patients’ financial concerns

 Make it easy for patients to reach you

 Highlight convenience

 Additional marketing adjustments to consider

About Angela:

Angela Byrnes loves practicality and efficiency and works to pair client goals with simple solutions. Before Roadside, Angela devoted 23+ years to the dental industry, leading high production at multi-doctor practices. Eventually, she honed in on her passion for practice management and consulting, and naturally gravitated toward Roadside due to their specialization in dental marketing.

In her years with Roadside, Angela has helped transcend all previous profit margins at rates her clients have never thought possible! She problem-solves intimidating challenges with interactive, easy, and rewarding action plans. Simply put, Angela loves to share her marketing knowledge, tools, and expertise to help dentists grow their practices!

Learn More About Roadside Dental Marketing:

www.RoadsideDentalMarketing.com

Learn More About AADOM:

www.DentalManagers.com

Kristen Brown

PODCAST SUMMARY:

Learn about the EVOLVE Well-Being Blueprint and the AADOM's Funniest

Videos contest that will be featured during the Patterson-Sponsored workshop

at the conference.

LEARNING OBJECTIVES:

Why it's important to EVOLVE your energy for impact.

Quick ways to boost your energy now.

How to submit your funniest/best video of you and/or your practice boosting

your energy or de-stressing at work.

MORE ABOUT KRISTEN:

Kristen Brown is a futurist, energy mastery expert, keynote speaker, widowed

mom, and bestselling author whose corporate leadership experience and

research into human behavior help you drive growth and tap into your power

even during change and stress. She works with clients around the world

including Boston Scientific, Minnesota Vikings, Women Presidents

Organization, Women’s Foodservice Forum, and General Mills and on media

like Live with Kelly, Forbes, Working Mother, Psychology Today, and more. Her

biggest faults – she is an occasional know-it-all and frequent wine aficionado.

She lives in Minneapolis and loves hiking, teaching yoga, and hanging with her

daughter. Learn more at: http://www.KristenBrownPresents.com

LEARN MORE ABOUT PATTERSON DENTAL:

www.PattersonDental.Com

LEARN MORE ABOUT AADOM:

www.DentalManagers.com

Hamish Khayat CEO & Brittany Stewart COO

PODCAST SUMMARY:

Learn how BURST is supporting AADOM by creating a program with YOU in mind!

BURST co-founders Hamish Khayat and Brittany Stewart will be introducing BAM -

the BURST AADOM Manager Program to our AADOM members and what it means

to be a part of the BURST community.

Recognizing the dental office manager as a key decision maker and influencer in the

dental practice, BURST has made a commitment to empowering thousands of

dental professionals who work with the brand.

Exclusive AADOM member offers as a BAM Manager include:

• Get rewarded for introducing BURST to dental professionals in your area

• Create a new revenue stream for your office

• Secure exclusive wholesale pricing on all BURST products

• Get rewarded for recommending BURST

• Earn perks for placing bulk orders

BURST Expanding Black Mint Eucalyptus Floss

What makes BURST Floss the best?

PROFESSIONAL’S CHOICE: Textured filament floss expands in your mouth to

remove more plaque.

SEE THE RESULTS: Unique black coloring means you’ll literally see the plaque and

debris you’ll pull from your mouth - juicy!

STAIN REMOVING CHARCOAL COATING: Naturally antimicrobial and adsorbs

(yes that really is a word) coffee, wine and other hard to remove stains from your

teeth.

MORE ABOUT HAMISH & BRITTANY:

Hamish Khayat founded BURST Oral Care alongside co-founder Brittany Stewart

with the goal of revolutionizing the sonic oral care industry by providing consumers

with affordable and high-quality products. Brittany leads the charge at BURST,

working closely with nearly 20,000 hygienists and dentists the company has

brought on as brand ambassadors in its first year. With Brittany Stewart, Hamish

has cultivated a culture of honesty, transparency and dedication that empowers

their employees to act cohesively as a team. BURST has been a revelation for many.

It’s been a wild and inspiring ride.

Learn More About BURST:

www.burstoralcare.com

Learn More About AADOM:

www.DentalManagers.com

Andrea Gallimore

Learning Objectives:

Educate office managers on how to effectively promote their practice online, control their practices' reputation and develop meaningful relationships through leveraging modern technology.

More About Andrea:

Andrea Gallimore has over 19 years of experience with Dentrix and the dental industry. She has worked as an office manager for a multi-doctor practice and also as a certified Dentrix trainer. Andrea currently works for Henry Schein One as a Product Marketing Manager, presents webinars on various Dentrix and eServices products, and presents educational dental seminars across the country. With her extensive software knowledge and real-world office management expertise, Andrea can help practices maximize efficiency and profitability using Henry Schein One Practice Management Software and eServices.

More About Henry Schein One:

www.HenryScheinOne.com

More About AADOM:

www.DentalManagers.com

Arron George

Podcast Learning Objectives: 

Help dental office managers and dentists see:

• The importance of a website
• What a website can do for your practice
• What features work best on dental websites
• What is needed for a successful website
• How RSDM can help 

More About Arron:

As Roadside’s Website Development Director, Arron George, and dental marketing are like two peas in a pod. He has spent the past 10 years creating beautiful websites that help practices achieve online greatness. With a background in content marketing, Arron is passionate about helping dentists find their unique voice so they can stand out from the crowd and rise to the top of Google.

More About Roadside Dental Marketing:

www.roadsidedentalmarketing.com

More About AADOM:

www.DentalManagers.com

Dr. David Rice

Podcast Learning Objectives: 

Learn what motivates today’s young dental professionals 

How to most effectively communicate with millennial team members 

Tips to earn their respect as the office administrator and how to work together to get results 

More About Dr. David Rice:

Founder of the nation’s largest student and new dentist community, igniteDDS, Dr. David Rice travels the world speaking, writing, and connecting today’s top young dentists with tomorrow’s most successful dental practices. In addition to igniteDDS, Dr. Rice maintains a team-centered, restorative, and implant practice in East Amherst, NY. With 25 years of practice under his belt, he has completed curriculums at the Spear Center, The Pankey Institute, The Dawson Center and most prolifically, the school of hard knocks. 

More About  Revenue Well:

www.revenuewell.com

More About AADOM:

www.DentalManagers.com

Cheryl McKenna

Podcast Learning Objectives:

• Lower A/R by using these three features: Vaulting, Recurring Billing, Online Payments
• Increase Case Acceptance with these two pieces of technology: Mobile Payments, Payment Plans
• How to position this to patients: Talking Points to Create Success

More About Cheryl:

Cheryl McKenna is the Director of New Business at Merchant Advocate. She has 23 years of experience helping people save money and increase efficiency on their patient payment systems. Cheryl has provided consulting services in many areas including Payment Card Compliance, HIPAA Security Rule Compliance, Merchant Agreement Contract Negotiations, Rate and Fee Expense Reduction and Software and Equipment Integration for Practice Management Software. Cheryl is well versed in and has given CE lectures on the following topics:

• Payment Card Industry (PCI) and HIPAA Security Rule Compliance Overlap

• How PCI requirements provide a litmus test for your IT Firm

• E.M.V. (chip credit card) requirements and your liability

• Necessary and unnecessary credit card equipment upgrades

• Decoding your monthly merchant services statement

During her time with Merchant Advocate she has supported the American Association of Dental Office Management as both a client and an AADOM Spotlight Product, has co-written several articles on topics as varied as embezzlement and HIPAA Security Rule Compliance and has worked with dental management consultants to support their dental practice clients. Cheryl currently lives in beautiful Erie, Colorado with her son, Parker. 

More About Merchant Advocate:

www.merchantadvocate.com

More about AADOM:

www.DentalManagers.com

Dave Monahan

Podcast Learning Objectives:

• Identify the truths and misconceptions of membership plan compliance

• Compare and contrast membership plans and discount plans, and understand the varying regulatory requirements

• Understand why membership plans are legal and what compliance requirements must be considered

• Evaluate compliance risks associated with developing and managing an in-house plan on your own

More About Dave:

Dave Monahan has a passion for creating technology-enabled businesses that improve people’s lives. He founded Kleer and championed its mission from the beginning. He designed the Kleer platform based on dentist and patient feedback, curated a brilliant and hardworking team, publicly advocates for dentists and patient rights, and continuously pushes the company to innovate and be better.

Prior to joining Kleer, Dave served as the President and CEO of FitLinxx, a leader in the wearables market, where he created simple, affordable and connected wearable devices for the medical and sports markets. He also worked at Microsoft, developing new product, market and partnering strategies that helped the company and thousands of its partners enter new markets and grow. He received his Bachelor of Science in Mechanical Engineering from Pennsylvania State University and an MBA in International Business from Loyola University.

When Dave is not coaching or spending time with his family, he finds time to exercise, travel and play any sport or competitive activity that he or his friends can dream up.

More About Kleer:

www.Kleer.com

More About AADOM:

www.DentalManagers.com

Vanessa Buchheit

Podcast Learning  Objectives:

• Tracking Case Acceptance and what to do with the results

• Locating your patients value and using it to overcome objections

• The importance of an effective patient handoff

• Inform before you perform!

More About Vanessa:

Vanessa Buchheit has 16 years of experience in the dental field. After success as an office manager completing many different coaching and management programs herself and having a 90% case acceptance rate as a treatment coordinator, Vanessa joined Henry Schein as a practice development coach and was quickly one of the most respected professionals in her industry. 

Vanessa has lectured extensively on several dental topics related to leadership in the practice, implementing periodontal programs, increasing case acceptance, or how to increase your New Patients with internal marketing. 

She also has several published articles such as "Stop hanging up on your new patients" in dental economics. Using her real world professional experience coupled with her mastery of the business and attention to detail. She has the ability to identify areas for growth, implement winning systems and strategies. She now provides coaching and systems implementation with a hands-on approach that increases production and reduces stress.

More About Henry Schein Dental:

www.HenryScheinDental.com

More About AADOM:

www.DentalManagers.com

Angela Byrnes

Podcast Summary:

*How the entire team contributes to your “brand” - and what this has to do with the practice’s overall success

*Why marketing is so necessary?

*Getting rid of the barriers so you can learn how to plan ahead, make the most of morning huddles, teach your team how to look for marketing moments, keep them excited, etc.

*How to create a (realistic) plan and keep everyone accountable.

*How does doing all this give you better Marketing ROI?

More About Angela:

Angela Byrnes is the Director of Client Services for Roadside Dental Marketing (AKA Lead Minion). She loves practicality and efficiency and works to pair client goals with simple solutions. Before Roadside, Angela devoted 23+ years to the dental industry. She led high production at multi-doctor practices, managed offices, and was a dental assistant.  Eventually, she honed in on her passion for practice management and consulting, and naturally gravitated toward Roadside due to their specialization in dental marketing.

In her years with Roadside, Angela has helped transcend all previous profit margins at rates her clients have never thought possible! She problem-solves intimidating challenges with interactive, easy, and rewarding action plans. Simply put, Angela loves to share her marketing knowledge, tools, and expertise to help dentists grow their practices!

More About Roadside Dental Marketing:

www.roadsidedentalmarketing.com

More About AADOM:

www.DentalManagers.com

Kristen Brown

Podcast Summary:

Why is it so important for people to think holistically about their growth and professional persona?

What is one thing people can do right now to boost their energy?

How can someone get started if they want to improve their personal brand?

Learn More About Kristen:
Energize your mind, body, and spirit to drive real growth for yourself, your loved ones, your company, and the world!

Kristen Brown’s super-actionable and nerdy-research-proven methods for work/life alignment, leadership, and personal power are a result of her experiences as a bestselling author, worldwide speaker, energy medicine practitioner, 15-year corporate leader, widowed mom, and RYT-200 yoga teacher.

She spent over 15 years in corporate America before starting her business after being widowed unexpectedly with a new baby during the economic crash. Since then she has worked with clients around the world including the Minnesota Vikings, General Mills, and Mayo Health. She appears often in the media including Live with Kelly, Forbes, Working Mother, Psychology Today, and monthly appearances on the daily TV show, Twin Cities Live, on ABC in Minneapolis. Her books and podcast are read and listened to by audiences around the world.

The most awesome leaders and happiest humans keep their energy in sync and charged up so they can show up as and feel their best every day even when times are stressful! Kristen can help you do it!

Her biggest faults – she is an occasional know-it-all, sometimes workaholic, and frequent wine aficionado; and her biggest love is her genetically-sassy daughter Brooke. She lives in Minneapolis and spends her free time boating, hiking, and dealing with her 1-year-old black lab, Boone.

Join the fun and get all the social media links where you can get daily energizers at: http://www.KristenBrownPresents.com

Learn More about Patterson Dental:
www.PattersonDental.com

Learn More about AADOM:
www.DentalManagers.com

Dave Monahan, CEO of Kleer

Podcast Summary:
There is tremendous value for patients and a practice when you implement an in-house Membership Plan. A Membership Plan gives you the ability to drop discount plans that are bad for patients and your practice. Uninsured patients get the coverage they want, visit more often, and accept more cases. You have heard great things about Membership Plans. Maybe it’s been a few months or years since you launched your current plan. You might have some members and they are getting care, but can your Membership Plan perform better?

Key Objectives:
This podcast will cover the following topics:
• The problem for your practice and your uninsured patient – the facts and statistics impacting your patients and your practice
• How Membership Plans can make a positive difference and provide patients with the coverage and care they want
• Real-life examples of AADOM member-led practices and their offering of Membership Plans
• Best practices and options for deploying a Membership Plan

Learn More About Dave:
Dave Monahan is the CEO of Kleer and has a passion for creating technology-enabled businesses that improve people’s lives. Prior to joining Kleer, Dave served as the President and CEO of FitLinxx, a leader in the wearables market, where he created simple, affordable and connected wearable devices for the medical and sports markets. FitLinxx devices enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. FitLinxx partnered with over 50 leading fitness and health companies to embed Fitlinxx devices and data platform into customized applications.

While at Microsoft from 1999 to 2006, Dave developed new product, market and partnering strategies that helped Microsoft and thousands of Microsoft partners enter new markets and grow.

Dave is a graduate of the Pennsylvania State University and Loyola University, and resides in the Greater Philadelphia area. Dave is married and has 3 children, ages 12, 14 and 16. When Dave is not coaching or supporting his kids’ activities, he finds time to exercise, travel and play any sport or competitive activity that he or his friends can dream up.

Learn More About Kleer:
www.kleer.com

Learn More About AADOM:
www.dentalmanagers.com

Halisi Tambuzi

Podcast Summary:
This podcast focuses on encouraging and empowering your managers to conduct thorough investigations in order to solve problems within your practice. Investigations help reduce your legal liability. Gain information on the process and the forms necessary to conduct an investigations.

Key Objectives:
Gain knowledge on the investigation process;
Identify the documents you need to help move through the process;

More About Halisi:
Halisi Tambuzi is an Arizona native and graduated from Arizona Summit Law School. During his law school tenure, he focused on various employment and labor law courses and brings his knowledge to support the CEDR Solutions team. His calming demeanor and approach is helpful in times of crisis to find practical solutions to employment law situations. He enjoys spending time with family and traveling to new places.

Learn More About CEDR:
www.cedrsolutions.com

Learn More About AADOM:
www.dentalmanagers.com

Judy Kay Mausolf

Podcast Summary:
Have you ever thought, my life would be so much better if it weren’t for…! You fill in the blank. Do your thoughts pertain to circumstances or other people? What if I told you that having a better life has little to do with our circumstances or other people? That it is our mindset that determines our quality of life.

Today I will share 3 core concepts to help you live a better life. I created acronyms to make them easier to remember. 😊

Learning Objectives:
• B.O.A.T. to deal with difficult people
• C.O.W. to deal with difficult circumstances in life
• S.P.F. to become happier

More About Judy:
Judy Kay Mausolf is a speaker, author and dental culture specialist with expertise in helping others get happier and more successful! She coaches dentists and their teams how to become better leaders, communicate effectively, work together better and deliver service with more focus and passion which result in cultivating a happier, healthier and higher performing culture.
She is Past President of National Speakers Association (Minnesota Chapter), Director of Sponsoring Partners for the Speaking Consulting Network and a member of the National Speakers Association and Academy of Dental Management Consultants and recognized as a leader in consulting by Dentistry Today. She is author of two books; “TA-DAH! And “Rise & Shine!”, and a contributing author for many dental magazines. She also publishes a monthly newsletter entitled “Show Your Shine”.

Judy Kay lives in MN with her awesome husband Steve who makes her special coffee every morning and Zoe…it’s all about me, 7 pound Yorkie!

More About Care Credit:
www.carecredit.com

More About AADOM:
www.dentalmanagers.com

Angela Byrnes

Podcast Summary:
Angela will share how to ensure your website doesn't just sit stagnant - rather, how to get it WORKING for you and WINNING more new patients!

Learning Objectives:
Benefits of adding content marketing to your overall SEO and marketing strategy
How content and SEO are closely related
How content ultimately impacts new patient goals and treatment acceptance goals
The impact of social media and links on your overall goals

More About Angela:
Having spent 23+ years in the dental industry, Angela earned her stripes dental assisting, managing, and leading high production at multi-doctor practices. Eventually, she narrowed in on her knack for practice management and consulting. Since consulting and marketing ran strong in her veins, she gravitated toward Roadside's philosophy of creating simple, practical marketing solutions to help practices grow.

More About Roadside Dental Marketing:
www.roadsidedentalmarketing.com

More About AADOM:
www.dentalmanagers.com

Martin Kearns
Director of Partnerships & Events

PODCAST SUMMARY:
• In survey after survey, we’ve heard dental office managers report that the number of tasks they’re being asked to absorb in the practice is increasing – and that in most cases with no increase in staff to support the growing to-do list.
• Proof point from our 2017 survey: In 70% of offices, front desk responsibilities have increased over the last two years. At the same time, in 63% of practices, staff has stayed the same or decreased.
• In addition, dental office managers are running a living, breathing practice – and need to stay focused on patients in the practice and the countless unforeseen issues that arise every day.
• And even though most practices today are using some form of patient communication software, a large number of them are underutilizing the features – or don’t realize there are brand new features out there that can take more off their plate.

KEY OBJECTIVES:

Learn about some of key areas where you can automate some of the key functions in your practice.

MORE ABOUT MARTIN:
Martin Kearns is Director of Partnerships and Events at Lighthouse 360. Martin joined the company in February of 2011 and has held several leadership positions in Strategic Partnerships, Business Development and Trade Show Sales. His tenure in these various roles with the company have given Martin the opportunity to contribute his expertise as a guest speaker, panel moderator and co-host at various seminars for dental professionals. In addition to co-hosting partner webinars and podcasts, his team represents Lighthouse at over 75 dental events each year throughout the US and Canada. Most recently, he has presented at the Dental Integrators Association, Small Business Expo and Steinway Dental Study Group. Martin holds a Bachelor of Science in Operations Management from Rensselaer Polytechnic Institute. He lives in Mineola, NY with his wife, Annie, and their four children.

Learn More about Lighthouse360:
www.lh360.com

Learn More about AADOM:
www.dentalmanagers.com

Elizabeth Iverson

Podcast Summary:
The business office and front office Team are the engines behind the goals of the office. The clinical team have to be the coal to stoke that engine. Zones are the only way to assure the business goals are meet one day at a time.

Learning Objectives:
How to calculate and create Zones
Guidelines to filling Zones
Verbal Skills to fill Zones

More About Elizabeth:
Elizabeth Iverson is an international speaker and respected authority on leadership and practice development. Since 1987 she been practicing dental hygiene, dentistry abroad, management consulting and speaking. Elizabeth has coached over 500 dental businesses increasing their productivity by maximizing their team’s potential while implementing the necessary systems and processes. She is now sharing her winning strategies through Henry Schein’s 360 Business Development coaching programs. As a speaker, she is thought provoking, straightforward and downright passionate.

Learn More About Henry Schein:
www.henryscheindental.com

Learn More About AADOM:
www.dentalmanagers.com

CEO Dave Monahan

Podcast Summary:
You’ve seen it in articles. You’ve followed threads on discussion groups. It seems everyone is telling you if you are thinking about a Membership Plan for your practice, just do it yourself (DIY). It seems to make sense. You start asking yourself, “How hard could it be?” You start telling yourself, “I can save a lot of money doing it myself.”

And you’re not totally wrong. If only have a very small number of uninsured patients coming to your practice, then the DIY approach could work for you. But if you are like most practices uninsured patients represent about 25% of your total patient base. At this point, managing a successful Membership Plan requires a ton of time and effort.

The fact is, Office Managers already have enough on their plate and do not have the time in their schedule to build and run a scalable and successful in-house Membership Plan on their own. This is where partnering with a Membership Plan platform really makes sense.

On this podcast Kleer CEO Dave Monahan will discuss how simple and easy implementing, building and managing a Membership Plan can be if you use a 3rd party platform.

Dave will explain the benefits of using a 3rd party Membership Plan platform. He will reveal the must-have features of a successful Membership Plan, regardless of the platform. And he will review tips and best practices for implementing, launching and managing a successful Membership Plan using a 3rd party platform.

Tune in to this podcast and you can then join in on the next discussion group thread on Membership Plans!

Learning Objectives:

• The benefits of using a 3rd party Membership Plan platform.
• The must-have features of a successful Membership Plan, regardless of the platform.
• tips and best practices for implementing, launching and managing a successful Membership Plan using a 3rd party platform.

More About Dave:
Dave Monahan is the CEO of Kleer and has a passion for creating technology-enabled businesses that improve people’s lives. Prior to joining Kleer, Dave served as the President and CEO of FitLinxx, a leader in the wearables market, where he created simple, affordable and connected wearable devices for the medical and sports markets. FitLinxx devices enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. FitLinxx partnered with over 50 leading fitness and health companies to embed Fitlinxx devices and data platform into customized applications.

While at Microsoft from 1999 to 2006, Dave developed new product, market and partnering strategies that helped Microsoft and thousands of Microsoft partners enter new markets and grow.

Dave is a graduate of the Pennsylvania State University and Loyola University, and resides in the Greater Philadelphia area. Dave is married and has 3 children, ages 12, 14 and 16. When Dave is not coaching or supporting his kids’ activities, he finds time to exercise, travel and play any sport or competitive activity that he or his friends can dream up.

Learn More About Kleer:
www.Kleer.com

Learn More About AADOM:
www.DentalManagers.com

Fred Joyal

Summary:
Dental office managers are the business-minded canaries in the coal mine who are the first to recognize when a practice needs to change in order to remain competitive. Recognizing that change is necessary is one thing. Knowing how to implement it is quite another.

Join practice marketing expert Fred Joyal, co-founder of Futuredontics and 1-800-DENTIST, as he provides a step-by-step guide to transitioning your practice for new levels of success.

Key Objectives:

1. Help office managers understand that the business of dentistry is in a state of transition and only those practices that adapt to the new realities will continue to flourish.
2. Demonstrate how the latest consumer trends affect patient acquisition and retention.
3. Provide office managers with a blueprint for assessing their practice and identifying areas, services, etc. which will require change in order to remain competitive.
4. Explain the importance of detailed reporting and list examples.
5. Show how to identify growth opportunities by assessing the local competition.

More About Fred:
Recognized as the leading authority on dental practice marketing, Fred Joyal is best known for cofounding Futuredontics, the parent company of 1-800-DENTIST® and Dentistry.com. Named one of the “Top 10 Dental Pros in Social Media,” Fred is the author of two bestsellers, “Becoming Remarkable – Creating a Dental Practice Everyone Talks About,” and “Everything is Marketing: The Ultimate Strategy for Dental Practice Growth.” Fred blogs on the state of the dental industry at GoAskFred.com.

Learn More About Futuredontics:
www.futuredontics.com

*Be Sure to Listen to the End of the Podcast as Fred Offers a Great Promotion for his New Video Course for AADOM Radio listeners.

Learn More About AADOM:
www.dentalmangers.com

Penny Reed

Podcast Summary:
So much time, energy and effort goes into attracting and retaining patients as well as treatment planning. The financial discussion is the pivotal phase that converts a treatment “plan” into a “commitment.” How do we prepare our financial coordinators and our team to not only navigate these conversations but also convert them into scheduled and paid for treatment with happy patients?

Tune in as Penny Reed, former office manager turned dental coach and speaker, shares the mindset, preparation and processes necessary to make your financial discussions as effortless as a “slam-dunk.”

Learning Objectives:
Preparation – It Begins with Mindset

Do Your Homework

Think Like A Patient

Focus on Win/Win/Win

More About Penny:
Penny Reed is a dental speaker, coach, and author of the book Growing Your Dental Business. She runs a company called the Dental Coaching Institute. Dentists hire her to grow their practices by 25% or more, while working fewer days, and creating an office culture where the entire team looks forward to coming to work every day. As a result of her work, clients share that their team is more energized, more productive, and embraces accountability in achieving results.

Learn More About CareCredit:
www.CareCredit.com

Learn More About AADOM:
www.DentalManagers.com

Weston Lunsford

Podcast Summary:
Would you believe practices that do a morning huddle outperform practices that don't by 30%? That’s right.
The lowly morning huddle can be a “force multiplier,”
meaning that participation in a huddle can improve almost
every part of your practice. Here are just a few of the many
common issues that an effective huddle helps to resolve.
-Holes in the schedule
-Patients on the schedule with unscheduled treatment
-Cancellations & no-shows
-Team collaboration
In this podcast, we will share the morning huddle blueprint that will help you and your team do more and better dentistry.

Learning Objectives:

• 4 Principles of a successful morning huddle
• 3 to 1 rule for employee feedback
• How to motivate your team with data

More About Weston:
Weston Lunsford, CEO of Dental Intelligence, loves helping people and teams to achieve their potential. This is his passion and focus. As co-founder and CEO, Weston leads a growing team committed to guiding dental practices in their efforts to master the business of dentistry. He especially enjoys meeting with and teaching practice owners, dentists, and other team members effective principles of success. A father of five, Weston loves spending time with his family on Lake Powell, mountain bike riding (including coaching a local high school team) and serving others in his local community.

Learn More about Dental Intelligence:
www.dentalintel.com

A great tool from Dental Intel:
https://goo.gl/ui31tu

Learn More about AADOM:
www.dentalmanagers.com

Tarah Grauer

Podcast Summary:
Getting the entire team on board with which specific office protocols and policies you are going to uphold, shows your employees that you respect their value and time, which permeates through and retrains your patients to feel and be treated the same.

Learning Objectives:
i. Track Recare rate
ii. Track BA/CA
iii. Implement a BA/CA policy
iv. Utilize the proper lists in your practice management software

More About Tarah:
Tarah Grauer has over 16 years of experience in the dental industry as a practicing dental hygienist, office manager and dental assistant. After a successful clinical career, Tarah joined Henry Schein Dental as a practice development coach. She now provides coaching and systems implementation with a hands-on approach that increases production and reduces stress.

More about Henry Schein Dental:
http://www.henryscheindental.com/

More about AADOM:
www.dentalmanagers.com

Brad Royer-Product Manager Dentrix

Podcast Summary

During this podcast, we will discuss what Revenue Cycle Management (RCM) means in general and the applications it has within the dental space. We'll cover the basic components of RCM and how you can adapt those concepts to your own practice. Finally, we'll talk about how incorporating simple steps and procedures from RCM best practices can have a big impact on the cash flow and profitability of your practice.

Key Objectives

-What RCM means to you in the dental industry
-How RCM is important to both the solo practice and DSO alike.
-How you can take advantage of RCM best practices to increase your bottom line.

More About Brad:

Brad is the Product Manager for our flagship product, Dentrix. Since joining Henry Schein One nearly 13 years ago, Brad has worked in Customer Support, Information Systems, Development, and Product Management. In his various positions, he has been a key contributor on projects such as the transfer to a new support knowledgebase, the setup of the data center in Massachusetts, the conversion from the ANSI 4010 to 5010 standards for our electronic claims, and the analysis and product management for Dentrix Ascend. As the Dentrix Product Manager, Brad is responsible for driving the overall business line for Dentrix.

Learn More About Henry Schein One & Dentrix:
https://www.dentrix.com/ or Call 833 471 7253

Learn More About AADOM:
https://www.dentalmanagers.com/

Learning Objectives:
1-Address the common misconceptions of Membership Plans among Office Managers.

2-Describe the real value of Membership Plans.

3-Learn why a homegrown Membership Plan is not always the best solution.

4-Top 5 features Office Managers absolutely need in Membership Plan Platform.

More About Dave:
Dave Monahan is the CEO of Kleer and has a passion for creating technology-enabled businesses that improve people’s lives. Prior to joining Kleer, Dave served as the President and CEO of FitLinxx, a leader in the wearables market, where he created simple, affordable and connected wearable devices for the medical and sports markets. FitLinxx devices enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. FitLinxx partnered with over 50 leading fitness and health companies to embed Fitlinxx devices and data platform into customized applications.

While at Microsoft from 1999 to 2006, Dave developed new product, market and partnering strategies that helped Microsoft and thousands of Microsoft partners enter new markets and grow.

Dave is a graduate of the Pennsylvania State University and Loyola University, and resides in the Greater Philadelphia area. Dave is married and has 3 children, ages 12, 14 and 16. When Dave is not coaching or supporting his kids’ activities, he finds time to exercise, travel and play any sport or competitive activity that he or his friends can dream up.

Learn More About Kleer:
www.Kleer.Com

Learn More About AADOM:
www.DentalManagers.Com

Kelsey Halvarson, SEO Director

Podcast Summary:

Outlining the biggest changes/trends in SEO for 2019, and how it will affect the dental industry.

Podcast Learning Objectives:
How to implement these trends in your marketing strategy.
What to ask your current agency about these trends and how they are implementing them.
Gain a broader knowledge of SEO in general.

More About Kelsey:

Kelsey has been working in Marketing and SEO/SEM for the past 15+ years. He got his start originally working in the automotive industry building websites for Car Dealerships, but soon made his way into the medical industry.

For the past 4 years he has been working with Roadside Dental Marketing a leading digital marketing agency supporting dentists, and dental specialists. His position at Roadside technically speaking is SEO Director but he enjoys hats almost as much as office managers do, so you will find him responding to questions, making videos, building websites and yes SEO.

Kelsey believes that everyone can have a well performing website, all they have to do is invest a bit of elbow grease into it. His favorite SEO quote is “You can’t just ‘SEO’ your website and be done. It’s a forever moving goal post.”

Kirsten Brown

Key Learning Objectives:

Understand how your reputation impacts patients, service productivity and growth.

More About Kirsten:

Named a top 20 trailblazer by Meetings Today magazine, Kristen Brown uses her real world expertise and research into human behavior to motivate exceptional leaders to elevate their brand and skyrocket their performance for maximum impact on results even during change and stress.
She has shared her expertise with clients around the U.S. like Boston Scientific, Target, Minnesota Vikings, Women Presidents Organization, and General Mills and on respected media outlets like Live with Kelly, Forbes, Working Mother, Psychology Today, and many more.
Her biggest faults – she is an occasional know-it-all, sometimes workaholic, and frequent wine aficionado; and her biggest love is her genetically-sassy daughter Brooke. She lives in Minneapolis and spends her free time boating, hiking, and attempting yoga. Learn more at www.KristenBrownPresents.com.

More About Patterson Dental:
www.PattersonDental.com

More About AADOM:
www.DentalManagers.com

Ginny Hegarty SPHR

Learning Objectives:

Five Key Points of Knowledge:

Practice administrators are both leaders and managers. Learn how to be effective in both of these critical roles.

Simple change that can shift your trajectory as a practice leader

How to engage team members toward achieving growth in care, service and profitability

Understand that power in realizing that your potential gap is always greater than your performance gap

How to create team meetings that work, that actually create sustainable, positive change for practices

More About Ginny:

Ginny Hegarty, SPHR is the author of PIVOT, Practice Leadership Redefined and the founder and owner of Dental Practice Development, Inc. (https://ginnyhegarty.com) A management strategist, consultant, author and speaker, Ginny is best known for her expertise in leadership, communication and team development that drives practice performance. She is certified as a Senior Professional in Human Resources (SPHR).

Ginny proudly serves as an ADA Consultant to the Council on Dental Practice, is a Faculty Presenter for the ADA’s Executive Certificate Program with the University of Notre Dame and Ginny presented Practice Management 101 to the students at Harvard School of Dental Medicine. Ginny is also a Past-President of The Academy of Dental Management Consultants.

Learn More About Ginny at:
www.GinnyHegarty.com

Learn More About CareCredit:
www.CareCredit.com

Learn More About AADOM at:
www.DentalManagers.com

Founder & President of AADOM-Heather Colicchio

In this special episode of AADOM Radio, Heather shares feedback from AADOM's recent Roundtable at the Yankee Dental Meeting.

Office managers from all over the country shared their top challenges, and then "talked amongst themselves" about what has worked/not worked in their individual offices. We then recorded best practices for each challenge. Heather talks in detail about these best practices.

Listen to more great episode of AADOM Radio at:
www.dentalmanagers.com

Stop Wasting Time and Money on your IT Infrastructure with/

Donovan Gregg, Hardware Product Manager
Henry Schein TechCentral
www.hs1techcentral.com

&

Tamara Whitley, Owner-Office Director
Whitley Family Dental
www.billwhitleydds.com

Summary:
Every digital dentist office needs a network IT infrastructure. This educational podcast will help you see why it is so beneficial to use hardware as a service (SaaS) rather than buying new hardware every time it is out of warranty or when it fails. Learn how a reliable IT support team can help them make your network IT be truly out of sight and out of mind.

Podcast Objectives:
Learn what Saas is and why it may be better than buying your network IT equipment.

More About Donovan:
Donovan is a technology enthusiast that has worked in the IT industry for over 15 years, 10 of which have been with Henry Schein TechCentral. He has an unquenchable thirst for knowledge in all things related to technology from quantum computing to circuit engineering and flying FPV drones. During his time at TechCentral, he has been an integral part in managing valuable relationships with various large software and hardware companies to vet out the most ideal IT solutions for the unique needs of the dental market. Donovan is also the leading product manager in creating their new hardware as a service solution called OmniCore.

More About Tamara:
Tamara Whitley and her husband started Whitley Family Dental in 2009 in Dallas, Texas. She comes from a corporate healthcare background and has completed the Six Sigma Black Belt training (a prestigious certification in process improvement techniques and tools). She became the office director in January 2018 and noticed processes that needed improving — and the first thing that had to change was their office technology. Tamara signed up with TechCentral and became among the first in the industry to fully embrace the hardware as a service platform.

Learn More About Henry Schein One/TechCentral:
http://www.hs1techcentral.com/Podcast

Cory Pinegar-The Value of Overdue Recall

Summary:
Discuss the value of an overdue patient. Show OM's how much they are missing out on by not doing overdue patient recall properly and then best practices to do this.

Podcast Objectives:
How to build a system that works!
Dedicate a person and time
Dedicate them in the evening or early evening hours
Focus on script and tone of voice. Will go over best scripts with podcast host. CallForce has done this for over 10 years so we have found of what works.
Documenting correct in system so in future people/team members who place calls do not waste their time

More About Cory:
Cory is the CEO of CallForce, a dental solutions company dedicated to helping dentists across the country succeed in their practices. His company offers a variety of excellent services from scheduling appointments with your overdue patients to answering the phones when you can not. When he’s not helping dentists out, he enjoys keeping active and loves to play golf and tennis in his spare time.

Learn More About CallForce:
https://www.getcallforce.com/

Andrea Short

Drug Testing: Legal and HR Considerations.
This podcast will be discussing how and when employers can submit employees to drug testing and what risks are involved.

Podcast Objectives:

1. Understand the risks
2. Know what to do when an employee arrives to work clearly under the influence
3. Understand the pros and cons of the various methods of drug testing

More About Andrea:
Andrea Short graduated from the University of Colorado Law School and is barred in both Colorado and Arizona. As a Solution Center Advisor, Andrea helps dental employers stay in compliance with employment laws and best practices while avoiding landmines—the types of HR and employment decisions that seem innocuous but often result in costly litigation. While in law school, Andrea worked with startup businesses in the Entrepreneurial Law Clinic, and at CEDR she continues to pursue her passion of helping small businesses grow.

Karen Daw

OSHA SMOSHA - How safety training can attract and keep patients.

We all know OSHA is required, but just mention "OSHA" and people's eyes start to gloss over. OSHA and infection control training should be a good fit for the practice in order to fulfill educational and compliance goals.

Podcast Objetives:

Different ways to fulfill annual OSHA training
How can completing mandatory annual safety training benefit the practice
Top 10 things dental offices were cited for in 2010 - it's not what you think!

More About Karen:
In her high energy presentations, Karen Daw infuses hands-on activities, exercises, fun stories and both dental and medical specific examples from her 20+ years’ experience as a speaker, consultant, and authorized OSHA trainer. From the 2-person practice to 1,000-person audiences, Karen helps healthcare professionals enhance their safety and compliance systems.
Karen has authored articles and continuing education courses, and is a proud member and former event co-chair of the Organization for Safety, Asepsis and Prevention (OSAP). She is a member in good standing with Dental Speakers Bureau and Dental Speaker Institute.

Karen graduated from and worked at the Ohio State University as the Assistant Director for the Sterilization Monitoring Service and then as the Clinic Health and Safety Director for the College of Dentistry. She continued her education by earning an MBA with a focus on Management and Healthcare Administration.

Karen offers regulatory compliance solutions for healthcare practices. She is committed to helping people rethink compliance, not as a mandatory activity but as a culture of safety. As a result of her work, healthcare professionals are able to more confidently meet regulatory standards, implement leaner processes, and create a safer work environment while actually decreasing costs.

Dave Monahan, CEO of Kleer

Office Managers have heard a lot of things about Membership Plans lately, especially from the vendor's perspective. This podcast will give the perspective of some real life evidence from office managers and practices that have actually implemented a successful Membership Plan.

Learning Objectives:

Get an understanding of what Memberships are, and how they affect your business

Learn how to efficiently launch your own Membership Plan by hearing a real world example on what to avoid and implement successfully.

Learn how Membership Plans can really benefit growing your practice.

More About Dave:

Dave Monahan is the CEO of Kleer and has a passion for creating technology-enabled businesses that improve people’s lives. Prior to joining Kleer, Dave served as the President and CEO of FitLinxx, a leader in the wearables market, where he created simple, affordable and connected wearable devices for the medical and sports markets. FitLinxx devices enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. FitLinxx partnered with over 50 leading fitness and health companies to embed Fitlinxx devices and data platform into customized applications.

While at Microsoft from 1999 to 2006, Dave developed new product, market and partnering strategies that helped Microsoft and thousands of Microsoft partners enter new markets and grow.

Dave is a graduate of the Pennsylvania State University and Loyola University, and resides in the Greater Philadelphia area. Dave is married and has 3 children, ages 12, 14 and 16. When Dave is not coaching or supporting his kids’ activities, he finds time to exercise, travel and play any sport or competitive activity that he or his friends can dream up.

Laura Hatch, CEO & Founder of Front Office Rocks

Discussion of case acceptance from the front office perspective-Part 3. In this episode, Laura talked case acceptance and the importance of "The Handoff". She shared some tips and ideas on how to make this a smooth process between the clinical team and front office team.

Learning Objectives:

Understanding that patients don’t decide on doing their dentistry on facts but instead on feeling. How they feel when they are in the office

Case acceptance starts with marketing and handling the new patient phone call correctly

Knowing experience is a huge factor of getting patients to accept dentistry and what that means

Intention and verbal skills necessary specific to presenting treatment to get the highest chance of acceptance from the patient.

More about Laura:

Laura Hatch is the founder and CEO of Front Office Rocks, the leader in web-based front office training for dental practices. She is listed non-exclusively with several speakers’ bureaus, and speaks at events year round for well-known dental authorities like AADOM, Patterson, Mid-Atlantic Dental Society, as well as local dental societies. She has authored over 200 articles published in top Dental publications and websites like Dental Assisting Digest, Dentaltown, and Dentistry IQ.

With a Masters in Organizational Development from JHU, she joined her husband, Dr. Anthony Hatch, as his office manager and grew two successful fee-for-service practices from scratch. Front Office Rocks was founded when Laura witnessed first-hand, the absent resources for dental front offices and the desire to share her successes with her fellow dental practices.

As the leading authority on web-based dental front office training, Laura developed training methods consisting of established ideas, practical training, and proven results that can be easily implemented into any office.

Laura Hatch, CEO & Founder of Front Office Rocks

Discussion of case acceptance from the front office perspective-Part 2. In this episode, Laura talked case acceptance and the importance of creating a great all around experience in the practice for the patient.

Learning Objectives:

Understanding that patients don’t decide on doing their dentistry on facts but instead on feeling. How they feel when they are in the office

Case acceptance starts with marketing and handling the new patient phone call correctly

Knowing experience is a huge factor of getting patients to accept dentistry and what that means

Intention and verbal skills necessary specific to presenting treatment to get the highest chance of acceptance from the patient.

More about Laura:

Laura Hatch is the founder and CEO of Front Office Rocks, the leader in web-based front office training for dental practices. She is listed non-exclusively with several speakers’ bureaus, and speaks at events year round for well-known dental authorities like AADOM, Patterson, Mid-Atlantic Dental Society, as well as local dental societies. She has authored over 200 articles published in top Dental publications and websites like Dental Assisting Digest, Dentaltown, and Dentistry IQ.

With a Masters in Organizational Development from JHU, she joined her husband, Dr. Anthony Hatch, as his office manager and grew two successful fee-for-service practices from scratch. Front Office Rocks was founded when Laura witnessed first-hand, the absent resources for dental front offices and the desire to share her successes with her fellow dental practices.

As the leading authority on web-based dental front office training, Laura developed training methods consisting of established ideas, practical training, and proven results that can be easily implemented into any office.

Laura Hatch, CEO & Founder of Front Office Rocks

Discussion of case acceptance from the front office perspective-Part 1. In this episode, Laura talked case acceptance and the things you can do as an office manager before the patient ever comes into the practice.

Learning Objectives:

1. Understanding that patients don’t decide on doing their dentistry on facts but instead on feeling. How they feel when they are in the office

2. Case acceptance starts with marketing and handling the new patient phone call correctly

3. Knowing experience is a huge factor of getting patients to accept dentistry and what that means

4. Intention and verbal skills necessary specific to presenting treatment to get the highest chance of acceptance from the patient.

More about Laura:

Laura Hatch is the founder and CEO of Front Office Rocks, the leader in web-based front office training for dental practices. She is listed non-exclusively with several speakers’ bureaus, and speaks at events year round for well-known dental authorities like AADOM, Patterson, Mid-Atlantic Dental Society, as well as local dental societies. She has authored over 200 articles published in top Dental publications and websites like Dental Assisting Digest, Dentaltown, and Dentistry IQ.

With a Masters in Organizational Development from JHU, she joined her husband, Dr. Anthony Hatch, as his office manager and grew two successful fee-for-service practices from scratch. Front Office Rocks was founded when Laura witnessed first-hand, the absent resources for dental front offices and the desire to share her successes with her fellow dental practices.

As the leading authority on web-based dental front office training, Laura developed training methods consisting of established ideas, practical training, and proven results that can be easily implemented into any office.

Alex Nudel, CEO of Revenue Well.

Summary:

The information you need to plan a strong year-end finish sits right in your practice management software. Listen in to learn tried and true strategies for how to tap into your practice data to keep your chairs full and maximize your production. This session is designed for receptionists, managers, insurance coordinators, and even doctors!

Learning Objectives:

1. Learn how to access important data points in your practice management software

2. Learn how to build a solid schedule that maximizes your production per visit

3. Learn best practices for helping patients take advantage of their remaining insurance benefits

4. Finally, learn creative strategies for engaging patients and bringing them back into the practice throughout the holiday season

More About Alex:

Alex Nudel has more than 20 years of experience as a recognized dental industry speaker, practice growth specialist, successful practice owner, and digital entrepreneur.

As a dental practice owner, he realized the need for an easy way to handle the routine communications associated with running a practice. He founded RevenueWell to meet those needs, freeing the doctor and staff to focus on what they do best: serving the patient.

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Tribe, learning, networking, I Am and more learning are just a few examples describing what the experience was all about.

So, in an effort to capture some of the energy from the conference and bring it to you on your drive to the practice or while you are taking an evening stroll, we wanted to share some "highlights" from this years 14th Annual Conference.

Enjoy!

Rita Zamora

Summary:

How can you save time, get better results, and attract more ideal patients with social media? If you are still using the same social media strategy you used 6 months ago, you'll want to listen in! We'll discuss the major changes that have impacted social media in the last few months and how that affects practices. Find out if you are one of many practices leaving money on the social media table and what you can do to change it. Grab some coffee, and a few cookies (why not), listen in and walk away with tips to boost your social media results immediately!

Learning Objectives:

1. Identify where your practice should be focusing your social media resources.

2. List 3 things OMs can do to save social media marketing time.

3. Describe several techniques that will instantly add more value to your social media efforts.

More About Rita:

Rita Zamora is the author of the new book, Get Found, Get Liked, Get Patients - Making the Most of Social Media, and owner and founder of Rita Zamora Connections (https://RitaZamora.com) a social media marketing agency. Her advice on managing your online reputation was published in the American Dental Association’s Practical Guide to Expert Business Strategies and she served as a Contributing Faculty Member on the topic of marketing for the 2015 American Dental Association's Center for Success Certificate Program.

Rita Zamora Connections is an established dental consulting firm that specializes in social media marketing for dentists and specialists. Their agency provides highly customized solutions and encourages genuine personal interaction between their dentist and specialist clients and their patients. Since 2008, they’ve worked with hundreds of dental professionals, through speaking engagements and their agency, to train or assist them in authentic and valuable online interactions. Rita graduated magna cum laude from the University of Colorado with a bachelor’s degree in business and marketing and has over 20 years of experience working in the business of dentistry. Rita can be contacted at Rita@RitaZamora.com

Kurt Tuller J.D.

Summary:

You know a friend/relative/child of a coworker/patient who would like to see what a career in dentistry would be like. It would just be for a couple days or weeks to learn the ropes. What could go wrong? Potentially - a lot! There are lots of considerations to make before bringing an intern into your practice, even if only for a few hours. This podcast will cover all the issues you must consider and what documentation/paperwork to have in place before you say "yes" to that intern.

Learning Objectives:

Learn what issues can arise from internships that you must consider

Discover how and why the line blurs between "employee" and "intern"

Learn what type of agreement you have in place if you decide to do an internship

More About Kurt:

Kurt Tullar is a licensed attorney with more than 10 years’ experience as a litigator and compliance officer. He has extensive experience navigating the ever-shifting web of state and federal employment laws, and enjoys working with CEDR members to solve their workplace problems. He also manages CEDR’s Solution Center department, which is staffed by a team of employment law consultants and HR professionals who provide HR support to hundreds of healthcare offices across the country.

Kurt Tullar J.D.

Summary

What your team members say to or around you about their job, working conditions, and personal/physical conditions can have far-reaching implications for your dental practice. During this podcast, we will discuss what risks you must be aware of, which considerations (if any) must be made, and the best practices for responding. If you've ever thought "How should I handle that concerning comment?", this podcast is for you.

Learning Objectives

Learn what risks apply in common complaint situations.

Discover what wording should raise a red flag for you.

Discuss the best way to address employee concerns while mitigating any dangers

More About Kurt

Kurt Tullar is a licensed attorney with more than 10 years’ experience as a litigator and compliance officer. He has extensive experience navigating the ever-shifting web of state and federal employment laws, and enjoys working with AADOM members to solve their workplace problems. He also manages CEDR’s Solution Center department, which is staffed by a team of employment law consultants and HR professionals who provide HR support to hundreds of dental offices across the country.

Dave Monahan
CEO of Kleer

Dave Monahan is the CEO of Kleer and has a passion for creating technology-enabled businesses that improve people’s lives. Prior to joining Kleer, Dave served as the President and CEO of FitLinxx, a leader in the wearables market, where he created simple, affordable and connected wearable devices for the medical and sports markets. FitLinxx devices enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. FitLinxx partnered with over 50 leading fitness and health companies to embed Fitlinxx devices and data platform into customized applications.

While at Microsoft from 1999 to 2006, Dave developed new product, market and partnering strategies that helped Microsoft and thousands of Microsoft partners enter new markets and grow.

Dave is a graduate of the Pennsylvania State University and Loyola University, and resides in the Greater Philadelphia area. Dave is married and has 3 children, ages 12, 14 and 16. When Dave is not coaching or supporting his kids’ activities, he finds time to exercise, travel and play any sport or competitive activity that he or his friends can dream up.

More About Kleer

Kleer's advanced, cloud-based platform enables your practice to easily design and manage your own Membership Plan and offer it directly to your uninsured patients. Kleer is a turnkey solution that is free to implement and includes everything you and your patients need for a successful Membership Plan. If you want to get more revenue from your uninsured patients, Membership Plans are the answer, Kleer is the solution.

Lorie Streeter, FAADOM, CTC Vice President, AADOM–

Lorie has been working with The American Association of Dental Office Management, or AADOM for the past 11 years. Lorie has been speaking to large and small groups on behalf of AADOM educating dental office managers on the benefits of AADOM, Marketing and improving the relationship between doctor and practice leader. Lorie is dedicated to the growth and development of dental practice leaders and business staff. Lorie serves on the AADOM advisory council, AADOM Executive team and is on the advisory board of Efficiency in Group practice magazine. In 2015 Lorie was recognized as one of the top 25 Women in Dentistry.

Kesley Halvarson

Learning Objectives:

Teach office managers how and why they should take charge of their listings.

Learn more about what Search Engine Optimization is and how it can help the practice

Practical Tips on your "Unique Value Proposition" and how to communicate it online

More About Kelsey

Kelsey has been working in Marketing and SEO/SEM for the past 15+ years. He got his start originally working in the automotive industry building websites for Car Dealerships, but soon made his way into the medical industry.

For the past 4 years he has been working with Roadside Dental Marketing a leading digital marketing agency supporting dentists, and dental specialists. His position at Roadside technically speaking is SEO Director but he enjoys hats almost as much as office managers do, so you will find him responding to questions, making videos, building websites and yes SEO.

Kelsey believes that everyone can have a well-performing website, all they have to do is invest a bit of elbow grease into it. His favorite SEO quote is “You can’t just ‘SEO’ your website and be done. It’s a forever moving goal post.”