A-dec Accelerate
 
 
 

Dental Business Academy - Accelerate your Path to Practice Ownership

 

Detail

Outline

 


Schedules:
  • From Thu, September 28, 2017 4:00 PM to Fri, September 29, 2017 5:30 PM Pacific Standard Time
    Registration Deadline: Fri, September 15, 2017 11:00 PM
    Location Name: 
    A-dec Education Center, Willamette
    Continuing Education

* Enrollment in this course requires administrator approval.


     

Learning to navigate through the next phase of practice ownership can be challenging and this course is intended to answer your questions and connect you with a team of experts to assist with your planning process to avoid any obstacles. You will leave this course with a new network of both peers and professionals in the industry who can support you in your next phase of practice ownership, whether that be purchasing a new practice, an acquisition or other exciting opportunity.

Speakers and Presentations


Mariah Kraner
Global Training ManagerA-dec

Mariah joined the A-dec team in 2014. Collectively, she has over 15 years of experience managing complex global teams, conducting research and teaching corporate and collegiate courses. Prior to joining A-dec, Mariah managed large-scale research programs, including a federal grant-funded randomized control trial to enhance employee health and performance. She has worked for and consulted with Fortune 500 companies managing programs for executive leadership training and development. She spent time living and working abroad in Serbia, Scotland and Ecuador, and has a passion for launching new initiatives and using evidence-based research to enhance organizational outcomes. Mariah holds a doctorate in Public Affairs & Policy from Portland State University, a Master's degree in Adult Education & Political Science from Oregon State University, and a Bachelor's degree in International Relations from Willamette University.

Topic: Head, Heart & Guts Leadership

Jonathan Miller
Director of Business Development — Fortune Management

Jonathan Miller has dedicated the past 10 years working with dentists exclusively. In helping them realize their vision of practice ownership. During that time, he has helped open over 200 new dental offices from scratch working with nearly a thousand doctors. As an Executive Coach for Fortune Management, Jonathan shows doctors the path towards practice ownership, building ownership and navigating the dental landscape.

Topic: Practice Management
  • Find and build a trusted advisor team for immediate growth
  • Cultivate new patients into raving fans of the practice
  • Hire the right practice team to insure consistency from day one
Shayne Harris
President/CEO — EOS Healthcare Marketing

At EOS Dental Marketing, we’ve pioneered the “Science of Dental Marketing Success”. Providing research, analysis, risk assessment, planning, execution and evaluation of your marketing activities, on a nationwide scale. We minimize risk and maximize return on your marketing investment.

Topic: Marketing and Viability Study
  • Value of market intelligence and its impact on the customer experience
  • The role of big data in determining location of a practice
  • Anticipating when, how and where to engage with potential clients
Dan Van Eps
Chief Brokerage Officer — Carr Healthcare Realty

Dan Van Eps is the Chief Brokerage Officer for Carr Healthcare Realty, a national provider of commercial real estate services for healthcare tenants and buyers. Carr Healthcare Realty’s team of experts assists with all types of real estate transactions, including lease renewals, expansions, relocations, startup offices, purchases, and practice transitions.

Topic: Real Estate
  • Understanding commercial real estate and knowing when to seize the opportunity to reduce your expenses
  • Knowing what is needed to properly negotiate a lease and the positive impact that it has on all aspects of a practice
  • Commercial real estate can be complicated and being aware of timelines and avoiding pitfalls are critical to maximizing your results
Jason Wood
Attorney — Wood and Delgado

Jason Patrick Wood is a partner in the Law Firm of Wood & Delgado, a law firm focused on business transactions for dentists and doctors: leases, purchase agreements, partnership agreements, shareholders agreements, corporations, associate agreements and other business-related legal needs. He is a moderator for Dentaltown on all forums related to the business side of dentistry and enjoys helping and educating doctors throughout the United States.

Topic: Associates, Partnerships and Acquisitions
  • Dissecting the associate position and reviews the differences between employee vs. independent contractor, compensation structures and the impact on the associate's pay, issues to be concerned with in an associate contract, associate buy-in opportunities as well as other relevant issues
  • Dental partnerships: how they are created, proper vs. improper models, regulations pertaining to partnerships, compensation formulas that work/don't work, buy-in/out formulas, death/disability issues, management concerns, and other unique partnership isues
  • In depth view of starting a dental practice and/or acquiring an existing dental practice
Ali Oromchian
Attorney — Esq. Dental and Medical Counsel PC.

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 pre-eminent health care law firms devoted exclusively to health care professionals. His clients seek his advice on dental and medical practice transitions, creation of corporations and partnerships, associate contracts, estate planning, employment law matters, office leasing and state board defense.

Topic: Avoiding Legal Minefields in the Dental Practice
  • To incorporate or not-to incorporate? A look at business entities.
  • Document, document, document: Key tactics to ensure your employee files are current
  • Top 10 HR and legal minefields to avoid
  • How to legally use social media for recruitment and management of team members
Trent Watrous
Partner-CPA, CFE, CVA — Whisenant, Stewart, Watrous & Associates

Trent Watrous is a Dental CPA from Nashville, TN and will be the keynote speaker for our event. Based on high ratings from audiences, Trent has become a sought-after speaker. His professional experience as a tax accountant, auditor, expert witness, forensic accountant and trusted advisor have prepared him for the challenges of today’s business climate, He serves dental clients in roles which range from oversight of practice transitions to practice start-ups.

Topic: Income Potential for Practice Ownership
  • Focus on dental professionals hold an awareness of critical financial aspects of their business in order to recognize the investment opportunities that exist with their practice
  • Straight-talk on profitability, cash-flow and taxation and how each factors into income potential
Jason Tyson
Western National Sales Manager — Bank of America Practice Solutions

Jason M. Tyson is a Senior Vice President and Western States Sales Division Manager for Bank of America’s Practice Solutions Division. Practice Solutions is a division of Bank of America that specializes in the Dental, Veterinarian, Optometry and the Medical Industry. Jason’s knowledge of the industry, budget planning, and hands on approach with clients has helped finance thousands of startup practices, acquisitions, expansions, remodels and commercial real-estate purchases.

Topic: Landscape of Dental Financing for Young Associates
  • Understanding today's dental market
  • How to prepare yourself for an approval - The five key ingredients of credit
  • How to identify the right lender for purchasing or acquiring your first practice

Venue

A-dec Education Center
2601 Crestview Drive
Newberg, OR 97132


A Hosted Event

  • Food will be provided throughout the course.
  • One guest is welcome to attend at no additional cost.
  • Lodging accommodations will be made at the Crowne Plaza Hotel in Lake Oswego, OR.
  • Ground transportation to be arranged from PDX to/from A-dec/Crowne Plaza Hotel.
  • Note: Airfare is not included in the program cost and must be arranged by the attendee.


28
Thursday
September, 2017
4:00 PM
Arrival and Check-in at Crowne Plaza
4:30 PM - 6:00 PM
Welcome Happy Hour at The Allison
29
Friday
September, 2017
7:45 AM
Arrive at A-dec
8:00 AM - 9:30 AM
A-dec Facility Tour
9:30 AM - 9:45 AM
Welcome with Jason Tyson
9:45 AM - 10:15 AM
Leadership Assessment with Mariah Kraner
10:15 AM - 11:00 AM
BREAK
11:00 AM - 11:45 AM
Practice Management with Jonathan Miller
11:45 AM - 12:30 PM
Marketing and Viability Study with EOS
12:30 PM - 1:00 PM
Lunch
1:00 PM - 1:45 PM
Real Estate with Dan from CARR Realty
1:45 PM - 2:30 PM
Legal - Setting-up Corp., Lease negotiation, etc. with Jason Wood
2:30 PM - 3:15 PM
Legal - HR functions with Ali Oromchian
3:15 PM - 3:30 PM
BREAK
3:30 PM - 4:15 PM
Income Potential for Practice Ownership with Trent Watrous
4:15 PM - 5:00 PM
Financing with Jason Tyson
5:00 PM - 5:15 PM
Closing with Mariah Kraner
5:15 PM
Depart for hotel
6:30 PM
Finale Dinner at Crowne Plaza
The $BlueBucks ($BB) on this course are promotional! You have two options to use promotional $BB:
  • Apply them towards the payment of one of the following courses, or
  • Redeem them for gift certificates (in $25 increments) after you complete and pay for one of the following courses: