Dykema’s Definitive Conference for DSOs — 2023 Agenda

 

Welcome to our tenth year of Dykema’s Definitive Conference for DSOs! Considered the best informational and networking event of the year, our award-winning conference brings hundreds of the greatest thought leaders in the industry, all in the same place, for three action-packed days. Our topics are meticulously selected to appeal to all facets of the DSO industry, including sellers, buyers, investors, dental entrepreneurs, and an assortment of group practices, DSOs and special markets of all sizes.

 

Click on the tabs below to view a day-by-day agenda.* For a full printable agenda, CLICK HERE.

*Agenda is regularly updated and subject to change.

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WEDNESDAY, JULY 19, 2023

7:00 a.m. – 4:00 p.m.

TUSK Partners Workshop
(Breakfast and lunch provided. Registration required, no same-day walk-ins.)

Proudly brought to you by Tusk Partners

9:00 a.m. – 3:00 p.m.

Scale Your Dental Practice Bootcamp
(Breakfast and lunch provided. Registration required, no same-day walk-ins.)

Proudly brought to you by SMC National and Fischer’s Professional Group

12:00 p.m. – 4:00 p.m.

Building Blocks of HR Due Diligence Workshop
(Lunch provided. Registration required, no same-day walk-ins.)

Proudly brought to you by HR for Health

12:00 p.m. – 4:00 p.m.

Dental Tech Discovery Workshop
(Lunch provided. Registration required, no same-day walk-ins.)

Proudly brought to you by Revere Partners

2:00 p.m. – 4:00 p.m.

ADSO CEO Roundtable
(Member and invite only.)

2:00 p.m. – 4:00 p.m.

Women in DSO Advisory Board Meeting
(Member and invite only.)

3:00 p.m. – 7:00 p.m.

Dykema DSO Conference Registration Desk Open

Proudly Sponsored by Large Practice Sales

3:00 p.m. – 6:00 p.m.

Champagne Welcome
Be sure to grab your glass of bubbly when checking in!

Proudly Sponsored by Caber Hill Advisors

4:00 p.m. – 6:00 p.m.

Women in DSO Networking Event
Women and men are invited to join Women in DSO for a special educational networking event created specifically by the professional women in the DSO industry to connect, exchange, and inspire everyone.

Proudly Sponsored by Henry Schein and Henry Schein ONE

6:00 p.m. – 7:00 p.m.

Conference Kick-Off Mixer

Proudly Sponsored by Dentist Job Connect

7:00 p.m. – 10:00 p.m.

Dinner and Reception Under the Stars

Proudly Sponsored by Membersy, CareStack and SolutionReach

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THURSDAY, JULY 20, 2023

7:00 a.m. – 7:00 p.m.

Registration Desk Open

Proudly Sponsored by Large Practice Sales

7:00 a.m. – 8:00 a.m.

Morning Yoga

Start your day off right! Stretch out those travel kinks and focus on your mental and physical well-being through movement, meditation, and breathing techniques on the main lawn with mountains as your backdrop. Registration in advance is appreciated, but not required.

Proudly Sponsored by Oakpoint

8:00 a.m. – 6:00 p.m.

Professional Headshot Studio Open

Proudly Sponsored by Align Technology

8:00 a.m. – 6:00 p.m.

Relax and Recharge Lounge Open

Proudly Sponsored by GLO Science Professional

8:00 a.m. – 9:00 a.m.

Breakfast

Proudly Sponsored by Videa Health

9:00 a.m. – 9:30 a.m.

Welcome Remarks and DSO Difference Makers

9:30 a.m. – 9:45 a.m.

Jeff Civillico – Conference Emcee

Proudly Sponsored by CareCredit

9:45 a.m. – 10:15 a.m.

Keynote: State of the Industry

      • Steve Thorne, Founder and CEO, Pacific Dental Services

10:15 a.m. – 10:30 a.m.

State of the Industry Discussion

      • Brian Colao, Director, Dykema DSO Industry Group
      • Steve Thorne, Founder and CEO, Pacific Dental Services

10:30 a.m. – 11:00 a.m.

Break

Proudly sponsored by Medix Dental IT

11:00 a.m. – 11:30 a.m.

Industry Perspectives from Industry Leaders

      • Guy Amini, President, dentalcorp
      • Stan Bergman, Chairman of the Board and CEO, Henry Schein
      • Steve Bilt, CEO, Smile Brands
      • Dr. Ray Cohlmia, Executive Director, American Dental Association

11:30 a.m. – 12:00 p.m.

Same-Store Growth

      • Speakers to be announced soon.

12:00 p.m. – 12:15 p.m.

Same-Store Growth Discussion

      • Speakers to be announced soon.
      • Moderator: Virgil Ochoa, Member, Dykema

12:15 p.m. – 12:45 p.m.

Key Inflection Points in the Growth of Your DSO

      • Bob Fontana, Chairman and CEO, The Aspen Group (TAG)

12:45 p.m. – 1:00 p.m.

Growth of Your DSO Discussion

      • Bob Fontana, Chairman and CEO, The Aspen Group (TAG)
      • Moderator: Zack Hoard, Member, Dykema

12:30 p.m. – 2:00 p.m.

Lunch

Proudly Sponsored by Dental Care Alliance

2:00 p.m. – 3:30 p.m.

Breakout Sessions
Two Rotations: 2:00 p.m.–2:45 p.m. and 2:45 p.m.–3:30 p.m.

 

Breakout A: Burning Questions: Legal

      • Jim Aldrich, Member, Dykema
      • Eric Fingerhut, Member, Dykema
      • Brian Forbes, Member, Dykema
      • Eric Klein, Member, Dykema
      • Rich Lieberman, Member, Dykema
      • Donna McElroy, Member, Dykema
      • Moderator: Zack Hoard, Member, Dykema

 

Breakout B: DSO Lending

      • Angela Baker, Vice President, Business Development, Wintrust
      • Evan Barker, Commercial Relationship Manager, CapStar Bank
      • Amine Lahlou, Senior Vice President, Citi Healthcare Specialty Group
      • Mike Montgomery, Senior Vice President – Director, DSO Lending, Live Oak Bank
      • Moderator: Eric White, Member, Dykema

 

Breakout C: To be announced soon!
Presented by HR for Health

 

Breakout D: Leveraging Real Estate Investment Trusts in Your Business Plan
Presented by National Dental Healthcare REIT

      • Jared Elfvin, CFO, National Dental Healthcare REIT
      • Dallas Margeson, Acquisitions Director, National Dental Healthcare REIT

 

Breakout E: Integration: Technology, Financing & Cyber Insurance – How They Intersect
Presented by Sunset Technologies

      • Patrick Jacobwith, CEO, Sunset Technologies
      • Larry Meandor, Channel Chief, DataStream
      • Lee Rozeboom, VP and Managing Director of Sales, GreatAmerica

 

Breakout F: DSO Accounting

      • Derek Kaulfuss, Principal, Plante Moran
      • Mark Rudolph, Shareholder and Dental Practice Chair, Elliott Davis
      • Mike White, Principal, CLA
      • Moderator: Virgil Ochoa, Member, Dykema

 

Breakout G: Patient Financing
Presented by PrimaHealth Credit

Patients are overwhelmed with the cost of care and are delaying treatment. Providers are juggling too many finance partners to get their patients approved for care. Join us to discuss how DSOs can profitably serve most patients including the underserved with one easy-to-use solution.

 

Breakout H: Measuring Associate Productivity

      • Dr. Hisham Barakat, Chief Clinical Officer, Guardian Dental Partners
      • Dr. Jonathan Mason, Co-Founder and Chief Clinical Officer, Select Dental Management
      • Dr. Jon Meis, CEO, Smart Choice Dentistry
      • Moderator: Dr. Charles Moser, Owner, SIMPLE Leadership

3:30 p.m. – 4:00 p.m.

Break

Proudly Sponsored by Birdeye

4:00 p.m. – 4:30 p.m.

Presentation of the 2023 Dental Titan Award

Proudly Sponsored by U.S. Oral Surgery Management

4:30 p.m. – 5:00 p.m.

Buy-Side Panel

      • J. Hedrick, CEO, Smile Doctors
      • Danny Kawas, CEO, Guardian Dental Partners
      • David Pegg, Chief Growth Officer, Dental Care Alliance
      • Lane Theriault, CEO, Independence
      • Moderator: Craig Woods, Member, Dykema

5:00 p.m.– 5:30 p.m.

Growing Your DSO in 2023: Solving Top 5 Challenges to Ignite Growth

      • Jeff Koziel, President, Dental Care Alliance
      • Geoff Ligibel, CEO, 42 North Dental
      • DeAnn McClain, COO, Heartland Dental
      • Dr. Cindy Roark, Senior Vice President and CCO, Sage Dental
      • Moderator: Amol Nirgudkar, CEO, Patient Prism

5:30 p.m. – 6:00 p.m.

Middle-Market DSO

      • Heidi Arndt, Founder and CEO, Evolve Dental Advisors
      • Sam Gruenbaum, CEO, West Coast Dental
      • Mick Janness, CEO, Oakpoint
      • Lee Provow, CEO, Oak Dental Partners
      • Moderator: Eric White, Member, Dykema

6:00 p.m. – 6:30 p.m.

Managing EBITDA in the Current Market Climate

      • Moderator: Kristin Ornstein, Associate, Dykema
      • More speakers to be announced soon!

6:30 p.m. – 11:00 p.m.

Dykema DSO Reception and Party

Proudly sponsored by Straumann Group

8:00 p.m. – 8:45 p.m.

Musical Opening Act: The Spazmatics

Proudly Sponsored by CLA (CliftonLarsonAllen)

9:00 p.m. – 9:10 p.m.

Colorado’s Largest Drone Show

Proudly Sponsored by Patterson Dental

9:10 p.m. – 11:00 p.m.

Headliner Musician: Belinda Carlisle

Proudly sponsored by Live Oak Bank and Thurston Group

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FRIDAY, JULY 21, 2023

7:00 a.m. – 11:00 a.m.

Registration Desk Open

Proudly Sponsored by Large Practice Sales

8:00 a.m. – 12:00 p.m.

Professional Headshot Studio Open

Proudly Sponsored by Align Technology

8:00 a.m. – 12:00 p.m.

Relax and Recharge Lounge Open

Proudly Sponsored by GLO Science Professional

8:00 a.m. – 9:00 a.m.

Breakfast

Proudly Sponsored by Glidewell

9:00 a.m. – 9:30 a.m.

New Innovations for Increasing Same-Store Growth

      • Sina Amiri, Vice President of Revenue, Zentist
      • Nikki Dean, Director of Strategic Accounts, Pearl
      • Jinesh Patel, Co-Founder and CEO, Uptime Health
      • Stephen Sweeney, Founder, iCreditWorks
      • Moderator: McKenzie Fagan, National Sales Manager, Henry Schein One

9:30 a.m. – 10:00 a.m.

Lessons from PE investors

      • Steve Cohen, Managing Director and General Counsel, InTandem Capital Partners
      • Robbie Isenberg, Managing Director, Clairvest Group
      • Matt Ornstein, CEO, Ornstein-Schuler Investments
      • Moderator: Craig Woods, Member, Dykema

10:00 a.m. – 10:30 a.m.

An Interview with Andre Agassi

Proudly Sponsored by Sunbit

      • Moderator: Brian Colao, Director, Dykema DSO Industry Group

10:30 a.m.  – 11:00 a.m.

Break

Proudly Sponsored by Overjet

11:00 a.m. – 11:30 a.m.

Sell-Side Panel

      • Kevin Cumbus, President, TUSK Partners
      • Kurt Harvey, Managing Director, Caber Hill Advisors
      • Brannon Moncrief, Principal and CEO, McLerran and Associates
      • Moderator: Virgil Ochoa, Member, Dykema

11:30 a.m. – 12:00 p.m.

DEO Panel

      • Information to be posted soon!

12:00 p.m. – 12:30 p.m.

Grab-and-Go Lunch

Proudly sponsored by Dentsply Sirona