Yankee Multi-Site Summit: Friday Full Day

Join us for the 2027 Yankee Multi-Site Summit!

FRIDAY, JANUARY 29TH: SCHEDULE

10:00 – 11:00 am

The Operator’s Playbook: Driving Performance Across Group Practices

Speaker: Alyssa Carlin (Simply Dental Management), Ryan Torresan (Mosaic Dental Collective), Ryan Cunningham (Guardian Dentistry Partners), Joe Eckerle (Archway Dental)

Moderator: William Neumann (Group Dentistry Now)

• Identify the key operational drivers that differentiate high-performing group practices and DSOs from average-performing organizations
• Develop practical strategies to improve provider productivity, patient experience, and practice level profitability across multiple 
• Evaluate leadership structures, accountability systems, and communication frameworks that support scalable multisite growth.
• Apply data driven decision making techniques using KPIs, scorecards, and benchmarking to optimize operational performance. 
• Examine proven approaches to recruiting, retaining, and motivating clinical and non-clinical teams in a competitive labor market. 
• Explore how technology, automation, and centralized support functions can improve consistency, efficiency, and scalability across
• Create an actionable framework for building a high-performance operational playbook that aligns leadership, culture, and execution 

11:30 am – 12:30 pm

Alternative Capital Sources for DSOs

Speaker: Jeremy Krell, DMD (Revere Partners)

• Understand the current capital environment and examine the current DSO financing landscape and why many groups believe traditional PE activity may remain constrained over the next 18–24 months
• Evaluate prior capital partnerships by learning what worked and what did not work in previous private equity and capital partner relationships
• Explore how DSOs are identifying and securing alternative funding sources beyond traditional private equity
• Assess the operational, governance, and strategic tradeoffs associated with IPOs, strategic investors, mergers, and alternative capital structures
• Gain insight into how organizations are assessing market timing, scalability, and readiness for future liquidity events
• Examine practical examples of DSOs navigating mergers, pre IPO positioning, public market dynamics, and strategic capital relationships
• Develop a framework for evaluating future capital decisions while balancing growth, operational control, and long-term enterprise value

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

1:30 – 2:30 pm

Beyond the Operatory: Unlock the Dental Practice's Value in Neighborhood Health

Speaker: Dan Burke (Pacific Dental Services – PDS)

• Describe the evolving role of dental practices in identifying systemic health conditions and supporting community health initiatives
• Define current saliva screening technologies, including aMMP-8 testing, and their potential clinical application
• Understand reimbursement considerations, including CDT coding and insurance coverage related to medical screening activities in dentistry
• Examine how integrated electronic health records support collaboration between oral health and medical providers
• Develop preventive screening protocols that can be incorporated into everyday clinical workflows
• Recognize the relationship between early disease detection and improved patient outcomes through dental-medical integration
• Determine the potential impact of dental practices on healthcare costs, patient engagement, and population health outcomes

3:00 – 4:00 pm

The Execution Gap in Dentistry

Speaker: Elliot Zibel (Clarifi Health)

• Define the Execution Gap and its impact on patient outcomes and organizational performance
• Compare variation from established standards of care with variation among providers, offices, and regions 
• Identify the five organizational dysfunctions that commonly limit execution across multi-site dental organizations
• Examine how standards, workflows, and accountability systems influence clinical consistency and provider performance 
• Determine the impact of competing priorities and organizational capacity constraints on change initiatives
• Review the role of performance management and coaching in reducing variation across providers and locations
• Describe the patient care and earnings opportunities associated with closing common execution gaps
• Develop a high-impact, low-effort initiative that can improve execution within their organization

Reception on Exhibit Show Floor immediately following.