The Yankee Dental Congress is pleased to announce the NEW 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.

THURSDAY, JANUARY 25TH, 2024: SCHEDULE

8:00 am: Continental Breakfast and Networking 

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

8:35 – 9:00 am: Keynote: Brian Scalabrine, Former NBA Player, NBC Sports Analyst for Boston Celtics  

9:00 – 10:00 am State of the Industry: Brian Colao 

• Recognize the challenges and potential solutions associated with managing your organization 
• Identify innovative strategies and best practices employed by successful dental practices to enhance efficiency  

10:00 – 10:30 am: Break & Exhibits (adjoining Ballroom) 

10:30 – 11:30 am CEO Roundtable: Challenges and Successes: David Lohmann • Andrew Mintz • Grant Perelman • Craig Saltzman

Moderator: William Neumann 

• Succeed in challenging economic times  
• Understand recruitment and acquisition strategies  

11:30 am – 12:00 pm The Next Generation of Dentists: Challenges and Opportunities, an interview with Dean Karimbux

Nadeem Karimbux, DMD • Andrew Smith 

• Where is the practice of dentistry going?
• How can DSOs and dental school faculty work together to ensure clinical/practice readiness for newly graduated dentists? 

12:00 – 12:30pm Specialty DSOs: Rick Hall • Scotte Hudsmith 

Moderator: Brian Colao 

• Gain an understanding of the mechanics of specialty DSOs 
• Learn the best clinical practices in operating a specialty organization 

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

1:30 – 2:30 pm Clinical Quality Oversight and Measures: Nabil Fehmi, DDS • David Lustbader, DMD

Moderator: Heidi Arndt, RDH 

• Understand the concept of clinical quality oversight in dentistry and its importance in delivering high-quality oral healthcare 
• Explore process measures in dentistry, focusing on adherence to evidence-based guidelines and protocols for dental procedures 

2:30 – 3:30 pm Scaling Your Practice in 2024:  

John Geary • Chris Salierno • Elliot Zibel

Moderator: Andrew Smith 

• Identify the key performance indicators to monitor when contemplating scaling the practice  
• Understand the elements of organizational culture critical for successful growth 

3:30 – 4:00 pm: Break & Exhibits (adjoining Ballroom) 

4:00 – 4:30 pm DSO Ownership Structures Presented by Women in DSO: Lorri Detrick • Shawna Eury • Maria Melone • Jasmin Henville, DMD

Moderator: Jessica Lemars 

• Understand of the ownership structures within Dental Services Organizations.  
• Acquire valuable insights into how different models impact operations, decision-making, dentist autonomy, patient care, finances, and regulatory compliance.  

4:30 – 5:30 pm Same Store Growth Through Innovation: 

Amol Nirgudkar • Stephen Sweeney • Ophir Tanz 

Moderator: Brian Colao 

• Gain insights into practices employed by practices to consistent growth within their existing locations 
• Discuss the role of patient experience, customer service, and reputation management in driving same store growth 

5:30 pm                    Reception Immediately Following

·      For those registered for the DSO track, join Dykema and Women in DSO, Thursday, January 25th for an exciting evening with cocktails and hors d’oeuvres.

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