The Yankee Dental Congress is pleased to announce the 2024 Yankee Multi-Site Summit!

This program was designed with multi-site dentist owners, DSO’s, and dental entrepreneurs in mind understanding that the business/clinical needs can be very different for multi-site dental practices. At the Summit, join fellow multi-site owners and dental professionals as top experts discuss the evolving dental industry, and how to grow your practices strategically to operate more efficiently. Network during provided lunch with other multi-site owners discovering together how to avoid roadblocks and learn best practices.

FRIDAY, JANUARY 26TH, 2024: SCHEDULE

8:00: Continental Breakfast and Networking 

8:30-8:35 am: Welcome Remarks: Dr. David Lustbader 

8:35 – 9:35 am CEO Roundtable: Scaling Your Dental Group: Geoff Ligibel • Adam Richichi • Stephen Saukaitis

Moderator: William Neumann 

• Define recruitment and acquisition strategies  
• Describe what the future holds for the dental industry and DSOs  

9:35 – 10:35 am Best-in-Class Operations: Scott Leune • Linda Ryan 

Moderator: Dee Fischer 

• Understand the key principles and strategies behind best-in-class operational efficiency in dentistry  
• Identify the latest technological advancements and tools that can be utilized to enhance operational efficiency and productivity   

10:35 – 11:00am: Break & Exhibits (adjourning Ballroom) 

11:00 – 11:30 am How to Get Your Financials Market-Ready: Emily Brems, MBA • Elyse Coty, MSA, CPA 

• Discuss the importance of real time data for your practice  
• Evaluate and analyze key performance indicators (KPIs) to benchmark against yourself and the industry 

11:30 am – 12:30 pm Scaling Up Dental Hygiene Operations: Jayne Carey, RDH • Tania McPherson, RDH 

Moderator: Erin O’Neil Kierce, RDH 

• Design and implement best practices regarding patient care management, disease management, and co-discovery 
• Identify strategies for retaining hygienists through salary parameters, bonuses, and other incentive formulas 

12:30 – 1:30 pm: Lunch & Exhibits (adjoining Ballroom) 

1:30 – 2:00 pm Merging Success: Navigating M&A and HR Compliance: Ali Oromchian, JD 

• Explore the legal aspects, potential pitfalls, and essential considerations involved in HR due diligence 
• Learn effective strategies when addressing employee situations and grievances to foster a productive and compliant work environment 

2:00 – 3:00 pm What Buyers Are Looking for When Onboarding: Sarah Montgomery • Mike Panahi • Mandy Gast

Moderator: Brian Colao 

• Understand the motivations and factors that drive organizations to consider joining a DSO, gaining insights into the benefits and value propositions offered by the DSOs 
• Discuss the importance of cultural alignment between the dental practice and the DSO, including shared values, mission and vision, and how it contributes to a successful partnership 

3:00 – 3:30 pm: Break & Exhibits (adjoining Ballroom)

3:30 – 4:30 pm Sell-Side Panel: Kurt Harvey • Brannon Moncrief • Virgil Ochoa

Moderator: Brian Colao 

• Discuss the key reasons why dental practice owners choose to sell their practices to a DSO  
• Choose the right partner when looking to start the transactional process 

4:30 – 5:30 pm Scaling Through Funding: Angela Baker • Brian DuPont• Chip Fichtner

Moderator: Eric White 

• Understand the different funding options available for scaling your operation, including private equity, venture capital, and strategic partnerships and their respective advantages, risks, and implications