Foundations

  1. Session 1: Plan

     

    The PLAN sessions provide you the foundation upon which dental practitioners can effectively build businesses. You will gain and refine fundamental skills in executive communications, finance, and marketing.

     

    Topics Addressed:

    • Create and communicate a vision for your practice
    • Understand and use profit and loss statements to drive growth
    • Apply corporate structures to leverage tax advantages
    • Learn comprehensive marketing strategies and marketing ROI evaluation

     

    Key Outcomes: Develop and communicate your practice’s vision. Learn how to effectively read and use practice financial statements as management tools and develop a realistic capacity to evaluate marketing ROI across platforms.

  2. Session 2: Build

     

    The BUILD sessions allow you to establish, evaluate and refine your business resources as you seek to improve and build upon your existing business operations.

     

    Topics Addressed:

    • Discover the process of valuing dental practices
    • Examine common pitfalls in lease and property owner agreements
    • Develop an understanding of how job descriptions, policy manuals, and employee handbooks can help your practice succeed

     

    Key Outcomes: Develop a growth or expansion plan that addresses technology, physical infrastructure, and human capital. Confidently explore expansion opportunities that match the developed business plan.

  3. Session 3: Lead

     

    The LEAD sessions deliver skills and resources related to team development and leadership capacity for you, the practice owner. You will examine methods of creating motivated staff members across your organization.

     

    Topics Addressed:

    • Enhance your personal leadership capacity
    • Create and sustain a culture of engagement and success for your teams
    • Learn to recruit, select, and onboard talent successfully
    • Create effective compensation systems

     

    Key Outcomes: Develop your personal capacity to lead. Design a functional organizational chart and develop a stakeholder mentality for the business. Convey skills to lead a talent acquisition process that improves retention and enhances capacity to attract key team members.

  4. Session 4: Lean Management

     

    The LEAN sessions equip you to implement improvements in existing processes within your organization. This session also provides multiple opportunities to apply the overarching business principles developed throughout the program including direct interaction with a variety of investment entities.

     

    Topics Addressed:

    • Test your business plan with an investor panel and receive feedback from professionals who review financing requests every day
    • Use Lean Management systems to create efficiency within your practice
    • Monitor key performance indicators to ensure the performance of critical elements within your practice

     

    Key Outcomes: Develop your leadership skills to improve your organizational performance. Create a meaningful business plan and receive insights and feedback from a wide array of investor and finance industry insiders.

WHAT’S INCLUDED

In addition to the knowledge and skills you’ll gain from the Dental Business Institute, we also offer the following benefits:

 

  • Complimentary hotel accommodations, all ground transportation, and team meals
  • Printed educational materials from seasoned industry leaders
  • Special offers from vendor partners
  • Ongoing webinars with exclusive access to speakers
  • Access to an alumni forum for ongoing engagement
  • A powerful network of like-minded dental professionals who will help enable you to achieve your practice mission

LEARN. IMPLEMENT. GROW.

WORLD CLASS BUSINESS EDUCATION FOR DENTAL PRACTICES

Course Sessions

FALL 2018

SESSION DATES:
All Sessions Hosted In West Allis, WI

PLAN: August 16–18, 2018
BUILD: November 15–17, 2018
LEAD: February 14–16, 2019
 LEAN: May 16–18, 2019

WINTER 2019

SESSION DATES:

PLAN: January 24-26, 2019
Location: Charlotte, NC
BUILD: April 11-13, 2019
LEAD: July 18-20, 2019
LEAN: October 10-12, 2019
Location: West Allis, WI

SPRING 2019

SESSION DATES:
All Sessions Hosted In Woodbury, NY

PLAN: March 13-15, 2019
BUILD: June 19-21, 2019
LEAD: September 25-27, 2019
LEAN: December 11-13, 2019

FALL 2019

SESSION DATES:
All Sessions Hosted In West Allis, WI

PLAN: August 15-17, 2019
BUILD: November 14-16, 2019
LEAD: February 13-15, 2020
LEAN: May 14-16, 2020

Spring 2020

SESSION DATES:

Location TBD

PLAN: April 23–25, 2020
BUILD: July 16–18, 2020
LEAD: October 22–24, 2020
 LEAN: January 28–30, 2021

Fall 2020

SESSION DATES:

Location TBD

PLAN: November 12–14, 2020
BUILD: February 11–13, 2021
LEAD: April 29–May 1, 2021
 LEAN: July 15–17, 2021

John Budish is thrilled to fill the role of Professional Development Manager within Henry Schein Dental.  In this role, he leads the Dental Business Institute and contributes to the efforts of the Sales Professional Institute. In both roles, John brings his lifelong passion for helping others get better at what they do.

John's personal background includes 20 years working in public education, initially as a high-school science instructor leading into leadership roles at both the school and district level, focusing on adult education and program development.

John joined Henry Schein in 2017 to help his team build upon the already excellent business education offerings. He has consistently refined the Dental Business Institute programming to respond to a changing market, and fulfill the experiential and educational needs of entrepreneurial Oral Health providers.

His education includes a BS from Marquette, a MSEd from Cardinal Stitch University, and a certificate in Organizational Development from UW- Milwaukee. John is excited to continue to learn and grow to help dentists, practice administrators, and the internal sales teams develop their capacity to achieve success.

www.HenrySchein.com

With 30 years of experience, her training company, LionSpeak, helps hundreds of dental, veterinary, discretionary healthcare practices and corporate sales/executive teams achieve extraordinary results by communicating with greater clarity and inspiration. Her Lion Camp Leadership Experience in San Diego is a premier team retreat for professionals and healthcare teams nationwide. Katherine is a Spotlight-On-Speaking champion, National Speaker’s Association member, Speaking Consulting Network board member, past-president of the Academy of Dental Management Consultants, and recipient of the 2015 Linda Miles Spirit Award for contributions to the dental industry.

www.LionessLearning.com

Bob is not your average accountant! He has devoted his entire career to working with dentists and was one of the founding members of the Academy of Dental CPAs. Bob and his firm work with dentists all over the United States.In addition to his love for Napa Cabernet and high horsepower cars, Bob is an instructor for the Henry Schein Career Development Program, a frequent speaker at dental study clubs, and is passionate about helping dentists be better CFOs. We were thrilled when he agreed to join the team of instructors here at the Dental Business Institute.

www.ADCPA.org

As founder and CEO of Dental Branding, Doug’s singular vision is to help dentists thrive in today’s evolving dental industry by focusing on long-term, strategic practice marketing. His company, Dental Branding, is the antidote to status quo dental marketing, which has failed the dental industry. He believes in creating and controlling perceptions to attract a better quantity and quality of patient.Doug believes in correctly executing efficient and effective marketing systems to ensure the maximum return on investment in a way that is sustainable and predictable. In short, his method is different than how you’re currently marketing your practice and that’s a good thing.

www.DentalBranding.com

Vincent Cardillo is a proven industry leader with over 17 years of experience in leadership/partner roles in three dental practice management companies. The latest ranked #14 on the 2014 INC 500 list of fastest growing private companies with growth of 12,896%. His ability to successfully build and manage teams, create and execute strategic vision, and identify and drive key metrics has led to substantially increased shareholder value in each company.

www.DMIDental.com

Greg Auerbach has been around dentistry his entire life. The son of a successful dentist, Greg grew up witnessing, first hand, how a quality dental practice operates and learning about the “business side” of a dental practice. Greg has a degree in computer engineering from the University of Central Florida and an MBA with a focus on service operations and general management and a secondary emphasis in brand marketing/management from Wake Forest University.

Greg has extensive experience providing dental practice sales and transition consulting services and is a member of the Henry Schein Professional Practice Transitions team.

www.HenrySchein.com

Eric manages the Healthcare Leasing Team at Cirrus Consulting Group, North America’s preeminent commercial real estate and office lease negotiation firm for dentists. Eric has been consulting small businesses since the late 90’s with an emphasis on revenue creation and cost mitigation. He grew up in a medical entrepreneurial environment and continued that passion by starting or growing businesses throughout North America. Eric advises Doctors each day on how to successfully leverage the dental office lease agreement to maximize practice value while reducing risk and liability.

www.CirrusConsultingGroup.com

Jared Van Ittersum, D.D.S. has been practicing dentistry for ten years while simultaneously developing and co-owning the multi-state private D.S.O., Infinity Dental Partners, with his business partner Dr. Elias Achey. Founded on the principle of strategic partnerships, Dr. Van Ittersum built his group by surrounding himself with industry experts to help implement the explosive growth strategies he’s experienced in a post-recession era.

Elias Achey, D.M.D. has been practicing dentistry for eleven years while co-developing Infinity Dental Partners with his business partner Dr. Jared Van Ittersum. As a leader in the organization, Elias trail blazed the creation of a culture within Infinity Dental Partners emphasizing life transformation to create massive vision for every team member, and a purpose-driven team pioneering total health and wellness for all.

John Budish is thrilled to fill the role of Professional Development Manager within Henry Schein Dental.  In this role, he leads the Dental Business Institute and contributes to the efforts of the Sales Professional Institute. In both roles, John brings his lifelong passion for helping others get better at what they do.

John's personal background includes 20 years working in public education, initially as a high-school science instructor leading into leadership roles at both the school and district level, focusing on adult education and program development.

John joined Henry Schein in 2017 to help his team build upon the already excellent business education offerings. He has consistently refined the Dental Business Institute programming to respond to a changing market, and fulfill the experiential and educational needs of entrepreneurial Oral Health providers.

His education includes a BS from Marquette, a MSEd from Cardinal Stitch University, and a certificate in Organizational Development from UW- Milwaukee. John is excited to continue to learn and grow to help dentists, practice administrators, and the internal sales teams develop their capacity to achieve success.

www.HenrySchein.com

Randa is the President and Co-Founder of Dental Team Finder LLC, a leading dental specific recruiting firm. She speaks both nationally and internationally on many topics related to the business of dentistry. She has published articles in Contemporary Esthetics, Dental Economics, AADOM and Dental Mentor magazines. Randa and the recruiters at Dental Team Finder are dedicated to building lasting relationships with their partners and friends in the dental community.

www.DentalTeamFinder.com

 

Mr. Ali Oromchian is one of the nation’s leading legal authorities on topics relevant to dentists. Since its creation, the Dental and Medical Counsel PC law firm has been regarded as one of the preeminent health care law firms devoted exclusively to healthcare professionals. His clients seek his advice on practice acquisitions and sales, creation of corporations and partnerships, associate contracts, estate planning, employment law matters, office leasing and state board defence. Additionally, he is a frequent speaker on topics such as employment law, negotiations strategies, contract and estate planning throughout North America. He is frequently quoted and has written articles for the California Dental Association, Progressive Dentist, Progressive Orthodontists, and The New Dentist magazines.

www.HRforHealth.com

 

Dr. Sami Bahri, DDS was born in Lebanon where he received his dental degree from Saint Joseph Jesuit University. He spent three years in Paris specializing in dental prosthetics. Returning to Lebanon, he started teaching dentistry. Soon he became chairman of the Fixed Prosthodontics department, and in 1984 was appointed as the founding director of the dental school at the Lebanese University. In 1990, he moved to Jacksonville, FL and co-founded Bahri Dental Group with his brother, Dr. Gaby Bahri. Dr. Sami Bahri is the first dentist known to utilize Lean Management techniques to continuously improve the delivery of quality dental care. In 2006, Bahri Dental Group provided the same amount of dental treatments as 2005, but needed 40% less resources, thanks to the application of Lean Dental Management.

www.BahriDental.com

Jonathan Moffat is the Founder of Aligned Advisors. He came to the world of wealth management with a very personal history. From a young age, he saw his grandfather enjoy great business as a successful orthodontist, and later, lose virtually all of his wealth due to poorly coordinated advice. This experience sparked Jonathan’s passion for helping dentists avoid the same pitfalls he saw his grandfather make. Jonathan’s broad and continuing education spans both finance and business at institutions including University of California – Irvine and Brigham Young University, as well as an Executive Education program (in Investment and Retirement Strategies) at the Wharton School of Business at the University of Pennsylvania. Jonathan has taught on the subjects of estate, tax and retirement planning at various colleges and universities. Outside of work, Jonathan enjoys travel and community involvement through Rotary and coaching his children’s soccer teams. He and his wife Deborah have four delightful children.

www.AlignedAdvisors.com

Dave Dahler is the Vice President of Business Development, Healthcare for Bank of America. Bank of America Practice Solutions is the leading dental-specific lender in the U.S. Dave has worked exclusively with dentists in the upper Midwest for almost 10 years. Practice Solutions specializes in practice acquisitions and all types of dental project loans – start up, remodel/relocation into lease space and relocation with commercial real estate (either existing or ground up). Practice Solutions understands the value of cash-flow flexibility, and therefore structures all dental loans with no money out of pocket – 100 % financing.

www.BankofAmerica.com

Fred is president and partner of Generations Family Dental, S.C. (3 locations, 4 dentists). He has a certificate from the Kellogg School of Management at Northwestern University in collaboration with the American Dental Association in Executive Management. He has been recognized in M Magazine as one of the “Top Dentists” in Milwaukee, as selected by his peers, consecutively since 2011. Dr. LaCourt is a fellow n the Academy of General Dentistry. Dr. LaCourt is also a retired Lieutenant Colonel in the United States Air Force Reserve and past chief of dental services for the 440th Medical Squadron. He is a 1985 graduate of Marquette University School of Dentistry.

www.MyGenerationsFamilyDental.com

Joe Mitchell is vice president and national relationship manager for the largest healthcare customer at U.S. Bank. In addition to responsibility for cultivating relationships with senior executives and stakeholders, he’s responsible for the development of programs and processes to ensure effective collaboration between the two large, cross-functional organizations. Joe has more than 35 years of business experience, primarily at the intersection of healthcare and equipment finance. Prior to joining U.S. Bank, he spent 10 years -- in a series of escalating roles -- at GE Capital Healthcare Equipment Finance. Most recently he was senior vice president, national sales manager, and before joining GE in 2005, Joe served in that same capacity at CitiCapital.

www.AlignedAdvisors.com

Vincent Cardillo is a proven industry leader with over 17 years of experience in leadership/partner roles in three dental practice management companies. The latest ranked #14 on the 2014 INC 500 list of fastest growing private companies with growth of 12,896%. His ability to successfully build and manage teams, create and execute strategic vision, and identify and drive key metrics has led to substantially increased shareholder value in each company.

www.DMIDental.com

Vance manages the Central US market for Mid-Market Practice Management solutions sales for Henry Schein Practice Solutions. In his current role, Vance has a team of five Core Product Specialists covering 28 States in the Central Region, responsible for software solutions sales to the managed group practice, DSO, and Public Health spaces, while simultaneously working with channel partners to generate leads and serve the technology needs of our mutual customers.

www.HenrySchein.com

 

Jim Philhower is the Director of North America Dental Sales Leadership & Development for Henry Schein. Jim is a 28-year veteran of the dental industry. His career includes six years as a Regional Manager and 12 years as a Field Sales Consultant.