Yankee Multi-Site Summit: Friday Full Day

Join us for the 2026 Yankee Multi-Site Summit!

FRIDAY, JANUARY 30TH: SCHEDULE

9:45 – 10:00 am Product Chat with Dash Medical Gloves*

Speaker: April Hale ( Dash Medical Gloves), Mike Schoen (Dash Medical Gloves)

•  In this chat, say goodbye to glove struggles and discover how breakthrough technology is delivering effortless application, enhanced comfort, and improved efficiency for today’s dental professionals, while transforming hand protection, one smooth move at a time.

* These programs are located outside the Multi-Site classroom and do not provide CE credits.

10:00 – 11:00 am

Inside the C-Suite: Growth, Innovation, and Integration in the Modern DSO

Speaker: William Neuman (Group Dentistry Now), Alyssa Carlin (Simply Dental Management), Ryan Torresan (Mosaic Dental Collective), Dmitry Burshteyn (Progressive Dental Management), Adam Richichi (Dental Associates of Connecticut)

• Identify key strategic priorities driving growth and scalability in today's most successful dental support organizations (DSOs)
• Understand the cross-functional dynamics between operations, finance, marketing, and executive leadership in navigating industry challenges
• Evaluate current trends and best practices in recruitment, retention, and patient acquisition across DSO models
• Apply executive-level thinking to decision-making processes around integration, M&A, and practice culture alignment

11:00 – 11:15 am Product Chat with Genuine Business Advisors*

Speaker: John Gleason (Genuine Business Advisors)

• In this chat, gain essential insights into successfully navigating the sale of a dental practice in today's market. Drawing on over 30 years experience as a multiple business owner and a Certified Mergers & Acquisition with the national alliance of M & A advisors, the instructor will share proven strategies from recent successes in the sale and acquisition process in the dental industry. 

* These programs are located outside the Multi-Site classroom and do not provide CE credits.

11:30 am – 12:30 pm

Next Step After a Transition

Speaker: Kathy Ells ( Next Step Dental Consulting)

• Understanding cash flow and running management reports
• Learn the vital roles of your professional team during the transition
• Transitioning the staff, payroll, employee benefits and handbook considerations
• Reconciling Accounts Receivable and addressing your new financial policy
• Implement cash management day to day operations
• Learn key functions on Day 1 of your practice after transition

12:30 – 1:30 pm Take advantage of this time to explore the Exhibit Show Floor!

1:30 – 2:30 pm

The Role of Clinical Leadership in Growing EBITDA

Speaker: Aman Kaur, DMD (Women in DSO), Carrie Paterson, DDS (Gen4 Dental Partners), Sarah Alofs (Modis Dental Partners)

• Define how clinical leadership directly impacts EBITDA
• Implement operational efficiency through clinical alignment to balance production goals with quality outcomes
• Utilize clinical KPIs and analytics to inform clinical decisions
• Recognize the value of provider engagement and retention to positively impact team performance and the bottom line
• Examine the intersection of patient care and profitability by avoiding the “Production vs. Care” conflict
• Create cross-department collaboration to develop aligned growth strategies

2:30 – 2:45 pm Product Chat – TBD

3:00 – 4:00 pm

Quality Equipment Management as the Foundation of Patient Safety and Care

Speaker: Jinesh Patel (UptimeHealth)

• Develop an understanding of dental equipment management and it’s importance
• Understand the direct correlation between equipment reliability and performance metrics
• Determine the essential components of a quality-driven equipment management system
• Implement strategies for asset management to create cost savings
• Explain how to incorporate best practices into your day to day
• Create systems sustained improvement and implementation of best practices

4:00 – 4:45 pm Product Chat – TBD

Reception on Exhibit Show Floor immediately following.