Next Step After a Transition

Friday, January 30, 2026

11:30 am – 12:30 pm

Course Code:

655RL

Cost:

$29

Credits:

1

CE Hour

Dentist
Lecture
Multi-site Summit
Practice Management

In this course, attendees will gain insights into financial management, including understanding cash flow, running practice management reports, and reconciling accounts receivable. You'll learn the essential functions of your professional team, how to transition existing staff smoothly, and strategies for effective day-to-day operations. The course will also cover critical logistical elements, such as transferring computer leases, optimizing cash management, and adapting to your new responsibilities.  

Course logo image

Speakers

After this course attendees will be able to:

  • Understanding cash flow and running management reports
  • Recognize the vital roles of your professional team during the transition
  • Transition the staff, payroll, employee benefits and handbook considerations
  • Reconcile accounts receivable and address your new financial policy
  • Implement cash management day-to-day operations
  • Outline key functions on day one of your practice after transition
The Next Step Dental Consulting, LLC grant has been applied to this course.
The Massachusetts Dental Society is an ADA CERP Recognized Provider

ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at

ADA.org/CERP