Dykema’s Definitive Conference for DSOs — 2021 Agenda


After much anticipation, we are pleased to bring you our award-winning conference in person this year! Considered the best informational and networking event of the year, Dykema’s award-winning Annual Definitive Conference for Dental Service Organizations 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.


3:00 PM – 7:00 PM

Dykema Conference Registration and Check-in Table Open

7:30 AM – 4:00 PM

TUSK Partners Workshop – Scale & Exit through M&A
(Breakfast and Lunch Provided. Registration required. To view full workshop details, click here.)

7:30 AM – 8:00 AM  TUSK Workshop Registration & Check In Table Open (Breakfast Included)
8:00 AM – 4:00 PM  Workshop (Click here for full workshop agenda with speakers)

8:00 AM – Opening & Introduction
8:30 AM – Evolution of Consolidation
9:15 AM – Client Journey
9:45 AM – Buy-Side Update
10:30 AM – Break
10:45 AM – CEO Spotlight: Growth and Integration
11:15 AM – Legal Moderator
12:00 Noon – Lunch
1:00 PM – Client Journey
1:20 PM – Closing your Deal: QoE & Lender Perspective
2:00 PM – Client Journey
2:30 PM – Market Update | PEGs
3:15 PM – Preparing Yourself & Your Organization to Maximize Value
3:55 PM – Concluding Remarks

4:00 PM – 6:00 PM

Dykema DSO Presents: WinDSO Launch Event

Join the 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 Women in DSO

4:00 PM – Check-in, Networking, Cocktails, WinDSO Registration
4:40 PM – Welcoming Remarks
4:45 PM – WinDSO Speakers
5:30 PM – Networking, Cocktails, WinDSO Registration

6:00 PM – 7:00 PM

Conference Kick-Off Reception

Join our official welcome reception and enjoy some facetime with this year’s conference attendees!


Proudly Sponsored by Ally Lending

7:00 PM – 10:00 PM

Dykema Presents: Covered Care’s Strolling Dinner Under the Stars

Don’t make dinner plans elsewhere, this is a dinner event that you won’t want to miss! Join Dykema and the Covered Care team in the lawn area of the conference center for an assortment of specially prepared BBQ dishes by world class BBQ chefs from around the country. Quench your thirst at an open bar, or try one of Colorado’s craft beers. If you are feeling especially adventurous, be sure to check out the Tooth Luge, or partake in the Covered Care Axe Throwing Contest to win some amazing prizes. Attendees and their family members are welcome, we look forward to you joining us. Still need more info? Click here for a personal invitation from Covered Care CEO Ken Rees.


Proudly Sponsored by Covered Care


7:00 AM – 9:00 AM

Conference Registration and Check-in Table Open

8:00 AM – 9:00 AM

Proudly Sponsored by Professional Transition Strategies

9:00 AM – 9:50 AM

All Across the DSO Universe – This is Dykema

      • Brian Colao, Director of the Dykema DSO Industry Group
      • Zachary Hoard, Member, Dykema
      • Eric White, Member, Dykema
      • Craig Woods, Member, Dykema
      • Virgil Ochoa, Member, Dykema

An update on the latest developments and trends across all facets of the DSO industry, including regulatory compliance, telehealth, M&A (both buy-side and sell-side), lending, alternative DSO structures, and the post-COVID landscape from the foremost subject matter experts in Dykema’s industry leading DSO Group. (Anticipated CE Hours: .75 hours; Business Management/Organization)

9:50 AM – 10:00 AM

Introduction to Dykema/Message to Sponsors – Jeff Civilico
Proudly Sponsored by Professional Transition Strategies

10:00 AM – 10:40 AM

The Power of Best in Class Culture — A Rodeo Story

      • Dr. Saam Zarrabi, CEU & Co-Founder, Rodeo Dental
      • Klaus Koenigshausen, Principal, Bain Capital
      • Special Guests
      • Moderator: Brian Colao, Director of the Dykema DSO Industry Group

A comprehensive discussion about the role that a DSO’s culture plays in its ultimate valuation, including valuable insights from Bain Capital after its first investment in the DSO space. (Anticipated CE Hours: .5 hours; Practice Transitions)

10:40 AM – 11:10 AM

Break & Networking

Proudly sponsored by Align

11:10 AM – 11:40 AM

A Live Podcast Interview with Stanley Bergman, CEO of Henry Schein

A detailed conversation with one of the industry’s most influential people about COVID’s impact on the industry’s supply chain, lessons learned, and the outlook for the future of the industry.

11:40 AM – 12:10 PM

Consumerization of Healthcare – A Panel Discussion

      • John Sheldon, Chief Marketing Officer, SmileDirectClub
      • Steve Bilt, Chief Executive Officer, Smile Brands
      • Moderator: Zachary Hoard, Member, Dykema

A candid panel discussion regarding how COVID accelerated the latest evolution in care as patients increasingly want more influence and control over their healthcare. Topics will include the ‘democratization of dental care,’ how DSOs can evolve to meet the changing needs of the modern consumer, debunking the myths of the consumerization of healthcare, learning how to take a consumer-centric approach to dentistry, and identifying opportunities to improve the patient experience and grow your practice. (Anticipated CE Hours: .5 hours; Patient Relations)

12:10 PM– 12:45 PM

2020 In Review: Lessons From Best in Class Organizations – A Panel Discussion

      • Jeff Adams, CEO, Risas Dental Management
      • Joshua Gwinn, CEO, Hero Practice Services
      • Robert Linder, CEO, Espire Dental
      • Moderator:  Brian Colao, Director of the Dykema DSO Industry Group

A panel discussion from experts in the industry on how DSOs can create a best in class organization and specifically how to maximize the value of your emerging DSO. (Anticipated CE Hours: .5 hours; Practice Building and Marketing)

12:45 PM – 2:00 PM


Proudly Sponsored by Dental Care Alliance

2:00 PM – 3:30 PM

Breakout Sessions (2 Rotations, Each 40 Minutes)


Breakout A: DSO Accounting Panel

      • Mike White, Biz Ops Health Care, CLA
      • Mark Rudolph, Shareholder, Dental Practice Chair, Elliott Davis
      • Brian Tortolano, Partner, The DSO Accountants
      • Moderator:  Vigil Ochoa, Member, Dykema

A comprehensive update on the latest accounting trends and issues for DSOs, including best accounting practices and the latest developments in tax regulations, from the accounting leaders in the DSO industry. 


Breakout B: Digital Marketing Hacks To Drive Patient Acquisition

      • Andrew Floyd, VP of Digital Acquisition and Growth Marketing, SmileDirectClub

A presentation from one of the cutting edge leaders in marketing in the dental space on how you can drive incremental growth by applying the basics of digital marketing, increase top of mind awareness throughout the patient journey, and boost patient retention on any budget. The presentation will include a discussion of what digital marketing is and why it is important, identifying untapped digital marketing tools to fuel practice growth, and measure your digital marketing efforts.


Breakout C: National Dental Healthcare REIT: Understanding and Leveraging Real Estate Investment Trusts in your Business Plan

      • Gary Modrow, Board Director, National Dental Healthcare REIT
      • Jared Elfvin, Director, Chief Financial Officer, National Dental Healthcare REIT

A presentation for dentists who own or may someday own their own real estate on the potential benefits of investing in a Real Estate Investment Trust (REIT). This breakout discussion will cover understanding REITs, learning about the benefits, and using your existing asset(s) to increase cash flow and create value.


Breakout D: DSO Lending Panel

      • Gareth Petsch, Director of Specialty Lending, Citi Bank
      • Mike Montgomery, VP – Healthcare Middle Market Lending and Sponsor Finance, Live Oak Bank
      • Evan Barker, SVP, Healthcare Banking, CapStar Bank
      • Moderator:  Eric White, Member, Dykema

A detailed discussion with the experts in DSO lending on the latest trends and updates in the DSO and dental practice lending marketplace, including lessons learned from 2020 and what to expect in the future. (Anticipated CE Hours: .75 hours; Personal Money Management)


Breakout E: How to Build a Scalable Finance & Accounting Platform for Successful DSO Rollups

      • Rupal Patel, Sr. Director, E78 Partners
      • Rafat Ansari, Director, E78 Partners
      • Christine Ramello, Sr. Director, 9Gauge Partners

Discover best practices related to implementing and maintaining accounting and finance operations for DSOs using cutting-edge technology to support value creation strategy. Takeaways include learning best practices in integrating acquisitions into the DSO platform, financial technology stack to support the roll-up strategy DSO strategy, the ability to make operational and financial decision making based on data, and best practices for revenue recognition and technology to automate revenue recognition.

3:30 PM – 4:00 PM

Break & Networking

Proudly sponsored by Rosen & Associates, LLP and CCR Wealth Management

4:00 PM – 4:30 PM

Presentation of Second Annual Dental Titan Award and a Conversation with Steve Bilt

      • Steve Bilt, Chief Executive Officer, Smile Brands
      • Moderator:  Brian Colao, Director of the Dykema DSO Industry Group

Join us for a candid discussion with Steve Bilt about all aspects of the DSO marketplace, followed by Dykema’s presentation of the Second Annual Dental Titan Award.

4:30 PM – 5:00 PM

Lessons from Serial DSO Investors

      • Pat Haynes, Chairman and CEO, Thurston Group
      • Paul Murphy, Partner, Sentinel Capital Partners
      • Moderator: Brian Colao, Director of the Dykema DSO Industry Group

A candid discussion with two of the most prolific investors in the DSO space including but not limited to the strengths of the DSO Industry and the current state of the DSO M&A markets, what makes one DSO more valuable than another, how to pick the right PE partner and the importance of culture.

5:00 PM – 5:30 PM

DSO M&A Update – A Panel Discussion

      • David Pegg, Chief Development Officer, Dental Care Alliance
      • Ken Cooper, CEO and Founding Partner, North American Dental Group
      • Kevin Rogus, Vice President, Mergers and Acquisitions, Smile Brands, Inc.
      • Rondi Michaux, Director of Corporate Development, 42 North Dental
      • Moderator: Craig Woods, Member, Dykema

An update from the executives on the front lines regarding the current DSO M&A marketplace, including trends, multiples, and valuations.

5:30 PM – 6:15 PM

The Power of Women in Dentistry – A WinDSO Panel Discussion

      • Dr. Aman Kaur, CEO, AiM Dental Alliance
      • Julie Bowen, CEO, Bright Tiger Dental
      • Hollie Williams, CFO, Rodeo Dental
      • Melissa Marquez, COO, Jarvis Analytics
      • Kristi Crum, CEO, Rock Dental Brands
      • Stanley Bergman, Chairman and CEO, Henry Schein
      • Moderator:  Brian Colao, Director of the Dykema DSO Industry Group

A discussion about the creation of WinDSO, the wide-ranging impact of women in the DSO industry, and increasing access, awareness, and opportunities for women in the DSO space.

6:15 PM – 7:00 PM

Celebrity Keynote Speaker Mia Hamm

      • Hosted by Virgil Ochoa, Member, Dykema DSO Group, and McKenzie Fagan, Area Sales Manager – Strategic Markets, Henry Schein One

Proudly Sponsored by Live Oak Bank

7:00 PM – 11:00 PM

Dykema DSO Reception and Party (Featuring the Spazmatics and Fireworks!)

Reception proudly co-sponsored by SmileDirectClub and Dreamscape Marketing

Fireworks proudly co-sponsored by Henry Schein and Ivoclar Vivadent

FRIDAY, JULY 30, 2021

8:00 AM – 9:00 AM


Proudly Sponsored by Large Practice Sales

9:00 AM – 9:30 AM

Best Practices in Integrating Newly Acquired Practices

      • A.J. Peak, CEO, Peak Dental Services
      • Brian Colao, Director of the Dykema DSO Industry Group

9:30 AM – 10:00 AM

Leveraging Artificial Intelligence to Accelerate DSO Growth

      • Amol Nirgudkar, CEO, Patient Prism
      • Wardah Inam, Co-Founder and CEO, Overjet
      • Moderator: Virgil Ochoa, Member, Dykema

A presentation and panel discussion on the impact of Artificial Intelligence on the DSO industry, including trends, obstacles to look out for, and potential benefits. (Anticipated CE Hours: .75 hours; Evaluation, Selection, Incorporation, Emerging Technologies)

10:00 AM – 10:30 AM

Stories From First-Time DSO Investors – A Panel Discussion

      • Ryan Heckman, Managing Partner, Rallyday Partners
      • Jason Brown, Managing Director, Fortem Holdings
      • Moderator: Brian Colao, Director of the Dykema DSO Industry Group

A candid discussion from first-time investors in the DSO space on lessons learned, first impressions, what to avoid, and other valuable insights.

10:30 AM – 11:00 AM

Break & Networking

Proudly Sponsored by RecallMax

11:00 AM – 11:45 AM

Pulse of Emerging Dental Groups in 2021: Lessons Learned and Winning Strategies

      • Jacob Puhl, CEO & Partner, DEO Dental Group
      • Dr. Maryam Beyramian, CEO & Co-Founder, Westwind Integrated Health
      • Moderator:  Brian Colao, Director of the Dykema DSO Industry Group

An insightful panel from emerging group leaders on how to maximize the value of your DSO or group practice post-COVID. Brian Colao will be joined by Jacob Puhl will showcase video interviews with DEO Members — dentist-entrepreneurs and DSO leaders of some of the most successful dental organizations in the country. Using the footage as fodder, Brian and Jacob will interview Dr. Maryam Beyramian, CEO and Co-Founder at Westwind Integrated Health (9 locations) live on stage, discussing everything from lessons learned over the past year, leadership as well the nuts and bolts for emerging group growth including talent management, systems, leadership, and more. (Anticipated CE Hours: .75 hours; Business Management/Organization)

11:45 AM – 12:30 PM

Alternative DSO Structures Update

      • Dr. Steven Wingfield, President & Chief Dental Officer, Dental Whale Practice Group
      • Dr. Greg White, CEO & President, PepperPointe Partnerships
      • Moderator: Eric White, Member, Dykema

A detailed review of alternative DSO structures available in the marketplace, including a candid discussion of the advantages and disadvantages.

12:30 PM – 1:00 PM

Best Operational Practices for Emerging DSOs

      • Dee Fischer, Founder and CEO, Fischer Professional Group
      • Margaret McGuckin, Co-Founder and Principal, i3 Ignite
      • Moderator:  Virgil Ochoa, Member, Dykema

A practical guide for emerging DSOs on best operational practices to maximize the value of your organization. (Anticipated CE Hours: .5 hours; Business Management/Organization)

1:00 PM – 3:00 PM

Lunch & Networking