Business of Orthodontics (Free) Categories


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The Business of Orthodontics series is provided at no cost for all members.


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2020 Webinar - COVID-19: Shaping the Business of Orthodontics Today, Tomorrow and Years to Come

Preview Available

2020 Webinar - COVID-19: Shaping the Business of Orthodontics Today, Tomorrow and Years to Come


Credits: None available.

Title: COVID-19: Shaping the Business of Orthodontics Today, Tomorrow, and for Years to ComeThe Coronavirus outbreak is transforming almost every aspect of our society at a fast pace. The global health crisis is requiring orthodontists (among others) to navigate uncharted waters. Since circumstances are changing daily, and doctors must remain agile in keeping their practices afloat. Chris Bentson, Doug Copple, and Shannon Patterson, of Bentson Copple & Associates, will focus on the small business owner’s battle, how the virus will alter practice values, and the impact this pandemic is having on job seekers and hiring doctors/organizations. We’ll also dive deep into the CARES Act and what it means for today’s orthodontists and their practices.

Part 1 - COVID-19 Options: Pivot Where You Can and Live to Fight Another Day

Presented by: Chris Bentson

This portion of the webinar will cover how COVID-19 is affecting the orthodontist, as a small business owner, and discuss some options to consider for employees. He’ll examine how valuations may be looked at as a result of the virus. Chris will chat about the sources of data that will help the industry know when the consumer is coming back.

Part 2 - COVID-19: Effect on Practice Values and Transition Plans

Presented by: Doug Copple, CVA

The Coronavirus is forcing orthodontic practices to temporarily close, delay appointments, and lay off employees. Doug will explore the new CARES Act, PPP Loan Basics, and many other frequently asked questions regarding the new Bill. He will discuss how lost production may affect practice values and delay practice sales and/or bringing on a partner. There will also be a review of lenders' views on the pandemic and how it may affect practice financing or expansion.

Part 3 - How COVID-19 is Impacting Job Seekers and Hiring Doctors/Organizations

Presented by: Shannon Patterson, CPR, CMSR

The Coronavirus will undoubtedly have a marked impact on job seekers, as practices and organizations place more extreme measures on the hiring process to protect the well-being of employees and financial health. Shannon will discuss the importance of transparency and communication for both current employees and prospective candidates during this pandemic.


Objectives:

Learn how to examine valuations as a result of the virus, plus sources of data to know when the industry is coming back.

Learn how lost production may affect practice values, including delaying practice sales and bringing on a new partner.

Review of lender's views o the pandemic and how it may affect practice financing or expansion

The importance of transparency and communication for both current employees and prospective candidates.

Speaker(s):
Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00

2020 Webinar - Coronavirus Management in the Ortho Practice

Preview Available

2020 Webinar - Coronavirus Management in the Ortho Practice


Credits: None available.

Jackie Dorst reviews the current information on COVID-19 transmission, symptoms and CDC recommended precautions for orthodontic practices and providing updates since her March 17 program to AAO members.

Learn the most current information on the spread of Cornoavirus in the United States. Jackie will cover the Coronavirus facts and provide examples on what other practices are doing across the country to help prevent the spread of the virus. Jackie will provide a quick review of infection control protocols including effective PPE, Disinfectants, Sterilization and Hand Hygiene.

Learning Objectives:

  • Discuss the current status of COVID-19 infections and public health interventions, providing a quick overview of her March 17 program, but expanding with up to date information to assist you
  • Review CDC’s Standard, Transmission and Airborne precautions to reduce infection risk for orthodontic team and patients
  • Implementation of realistic protocols for orthodontic team safety and patient continuity of care
  • Receive practical information on how other ortho offices are managing during this time

Speaker(s): Disclosures
  • <p>Honorarium: SciCan</p>
Free Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00

2020 AAO Annual Session - Setting the Scene for Successful New Patient Exams

Preview Available

2020 AAO Annual Session - Setting the Scene for Successful New Patient Exams


Credits: None available.

Telling a great story is both an art and a science; you have to master the emotional element to attract an audience and make a connection, but you also must carefully develop your plot to keep them interested up until the very end. Every New Patient Exam is a chance for the Treatment Coordinator and the staff to tell the story of how your practice can help the potential patient sitting in front of you! Using a methodical approach combined with the right mix of personal connection, you can make the most of those sixty minutes to lead a patient towards starting a new chapter by saying yes to treatment.

Learning Objectives:

  • Identify the steps needed to strategically plan the timing of the New Patient Exam for optimal effectiveness.
  • Examine the parallels between storytelling and the New Patient Exam.
  • Demonstrate the best ways to build rapport, earn trust, and obtain commitment to reach a positive outcome in your New Patient Exams.

Speaker(s):
Residents: $0.00
Staff Club: $0.00
Standard: $75.00
Members: $30.00
CE Passport: $0.00
Distance Learning: $0.00

2020 AAO Annual Session - Is Virtual Our New Reality? Virtual Orthodontic Visits Before, During, and After a Global Pandemic

Preview Available

2020 AAO Annual Session - Is Virtual Our New Reality? Virtual Orthodontic Visits Before, During, and After a Global Pandemic


Credits: None available.

>“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” Never have Ferris Bueller’s immortal words resonated more with Orthodontists than today. Take this lecture for example. I was scheduled to give a talk at the AAO Annual Session in Atlanta entitled “Virtual Orthodontic Consults: A Novel Approach to Engage Patients Who May Otherwise Choose Direct to Consumer Options”. My plan was to dive deep into virtual orthodontic consults as a tool for quality orthodontic offices to provide potential patients with the convenient options they are requesting, and possibly engage these patients before they choose direct to consumer treatment — a marketing concept that has been working successfully in my practice for quite some time. However, an unprecedented global pandemic just changed everything. We have been forced to develop a complete virtual treatment platform to ensure that we can continue to manage our patients’ treatment during mandated closure of our physical office. We made the decision to be virtually open to serve our patients even though our offices are physically closed. And serendipitously, my team and I have learned a lot about the potential for virtual visits to enhance (not replace) our in-office patient experience to help us deliver quality orthodontic care in an effective, efficient, and convenient manner — a mindset change which we would likely have never explored pre-pandemic. I look forward to sharing ideas, workflows, scripts, successes, failures, and strategic plans with all of you!

Learning Objectives:

  • Discuss the concept of virtual orthodontic consultations as a tool for quality orthodontic offices to provide the convenience that some patients are craving in order to engage them before they choose direct to consumer options (Pre-Pandemic Mindset)
  • Explain in detail our Virtual Treatment Platform that was developed in order to manage our patients’ treatment during mandated closure of our physical office (Pandemic Mindset)
  • Explore what this forced workflow change has taught us about the perceptions and logistics of virtual visits, and how we plan to utilize them to improve our practice when this mess is over (Post-Pandemic Mindset)

Speaker(s):
Residents: $0.00
Staff Club: $0.00
Standard: $75.00
Members: $30.00
CE Passport: $0.00
Distance Learning: $0.00

2020 AAO Annual Session - Effective Marketing in the New Normal

Preview Available

2020 AAO Annual Session - Effective Marketing in the New Normal


Credits: None available.

As we move forward in the new normal, plans to market your practice are going to be front and center. How we connect with all of our key audiences is crucial to how we move forward. During this lecture you will learn the appropriate messaging for our current times, the best ways to reach out and find new patients and how to use proactive communications through social and direct interaction.

Learning Objectives:

  • Create brand appropriate messaging in your practice to help everyone talk to the new norm.
  • Create marketing on and offline that helps bring new patients into the practice through in person and virtual consultations.
  • Create proactive communication around the changes that will be implemented in the practice for both social media and direct interactions.

Speaker(s):
Residents: $0.00
Staff Club: $0.00
Standard: $75.00
Members: $30.00
CE Passport: $0.00
Distance Learning: $0.00

2019 Webinar - Top 10 Ways to Adapt Your Practice to the Age of Consumerism Webinar

Preview Available

2019 Webinar - Top 10 Ways to Adapt Your Practice to the Age of Consumerism Webinar


Credits: None available.

This webinar will address 10 specific "best-practice" adjustments orthodontists are making to thrive in this new consumerism environment.

Objectives:

  • Explain how to effectively communicate and market to new growing demographic-digital natives
  • Explain how to be profitable at a lower price point using digital technologies.
  • Describe 10 easy changes to make in order to to thrive in this new consumerism environment.

Leon Klempner, DDS is CEO of People & Practice, a digital marketing consultancy exclusively for doctors that he co-founded with his daughter, Amy Epstein, MBA. People & Practice understands your orthodontic practice because we've been in your shoes: our expertise comes from 40 years of private practice and as many combined years of marketing experience. We help you get new patients in a digital era by informing them about what makes your practice different from every other option using the online resources they rely on for their research.

Speaker(s): Disclosures
  • <p>Disclosure: Consultant: People & Practice, LLC</p>
Free Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00

2019 Webinar - The Top 10 Systems That Grow the Practice Today

Preview Available

2019 Webinar - The Top 10 Systems That Grow the Practice Today


Credits: None available.

There are over 100 systems that create the foundation for growth and profit in the Orthodontic Practice today. This webinar will address the top 10! These systems will include setting a positive business plan, the hiring process, the new patient intake process, the exam process, the start/debond process, the protocols for establishing an efficient schedule and Marketing 101 - the process of building your network from within the practice.

After this lecture, you will be able to:

  • Discuss the formula to set a positive and profitable business plan. Explain the steps to design and implement a progressive new patient intake process.
  • Explain how to establish a schedule that will grow the practice while creating efficiency and profit
  • Apply how to encourage your team to market and promote the practice while serving the patient at the highest level


Char Eash is the founder and CEO of Profit Marketing Systems South, Inc., a Systems and Communication Enhancement firm for the progressive Orthodontic practice. Char works with orthodontic teams across the country 40+ weeks a year and defines orthodontic systems for efficiency and profitability. As a consultant, Ms. Eash strives to create systems that provide a positive platform for each team member to contribute to the practice at the highest level on a day-to-day basis. The practice of orthodontics must be run as a business! Ms. Eash has an extensive background in business, communication, leadership training, and systems development strategies for the progressive specialty practice.

Speaker(s):
Free Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00

2019 Webinar - The Consumer Conversion Waterfall - Maximizing Profitability Using Business Intelligence

Preview Available

2019 Webinar - The Consumer Conversion Waterfall - Maximizing Profitability Using Business Intelligence


Credits: None available.

Learn about the Consumer Conversion Waterfall and how to maximize converting new patient calls into case starts and in addition the cost of underperformance. Attendees will also learn a new approach to analyzing practice performance data as Mr. Moynihan introduces the Consumer Conversion Waterfall and how to evaluate 3 critical KPI’s revealing “leaky buckets” that expose hundreds of thousands of dollars in missed opportunity for your practice. He will educate you on how to calculate each bucket and provide strategies to reduce each of the leaks.

Learning Objectives:

  • Examine how you look at your business using three critical metrics.
  • Evaluate how to calculate the impact of your own practice’s “leaky bucket”.
  • Build strategies and processes around converting patients at a higher % reducing the leaks.

Bio:

Ryan Moynihan has a diversified background in finance, analytics, strategy, sales, marketing, business development, product management and operations with over 19 years’ experience across many Fortune 100 companies in the areas of health care, consulting, and technology. He’s worked for Disney, Intel, Ernst & Young and Miller Brewing Company before earning his MBA from Georgetown in 2005. He has spent the past 14 years of his career in the Dental/Orthodontic industry with 3M and Ormco (Danaher), most recently as the VP of Global Marketing and VP of NA Sales for Ormco. He joined Gaidge in August 2017 as CEO.

Speaker(s):
Free Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00

2019 Webinar - Partnerships: Exploring One of Dentistry’s Fastest Growing Trends

Preview Available

2019 Webinar - Partnerships: Exploring One of Dentistry’s Fastest Growing Trends


Credits: None available.

Dental partnerships sometimes get a bad rap. Almost every dentist knows someone who has been in a partnership that ultimately failed for some reason, leading many to overlook or dismiss what can be a very lucrative and fulfilling business model. For every failed partnership, there is a long-standing, harmonious partnership that provides its owners with numerous benefits, both quantitative and qualitative. It is due to these benefits and many recent industry trends that we have seen a steep increase in the number of partnerships. In this presentation, we will discuss the pros and cons of this sometimes polarizing business model and will explore ways that doctors considering this path can achieve success by avoiding common pitfalls.

After this lecture, you will be able to:

  • Discuss the reasons that partnerships are a growing trend, and why more and more doctors are choosing this pathway for their transition over a full sale of the entire practice.
  • Identify the qualitative issues that sellers should consider before pursuing a partnership, such as facility and capacity issues, how long should your buyer work as an associate, what percentage of the practice should be sold, etc.
  • Outline the steps that are necessary, and identify the financial terms that must be addressed in order to achieve a successful partnership including the amount of income growth necessary to sustain multiple doctors, sale structure and the resulting tax implications for each party, the allocation of income and expenses between partners, etc.


Jonathan Martin joined McGill & Hill Group in September of 2005. He earned bachelor's degrees in both accounting and finance, and a Master of Accountancy degree from the University of North Carolina at Charlotte. Jonathan works with dentists and dental specialists across the United States assisting them with their transition needs and speaks regularly to national and local study clubs and other professional groups. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.

Speaker(s):
Free Residents: $0.00
CE Passport: $0.00
Staff Club: $0.00
Standard: $75.00

2019 Webinar - Five Ways to Rate Your CPA's Effectiveness

Preview Available

2019 Webinar - Five Ways to Rate Your CPA's Effectiveness


Credits: None available.

Although most orthodontists utilize the services of a CPA, few are truly satisfied with the results they receive. However, it can be challenging to measure the success of a professional with limited knowledge on the services they provide. In this webinar, we will discuss the five subject areas in which all CPAs should be involved, and how to objectively and subjectively measure their performance to determine if you are getting your money's worth. We will review the type of financial advice you should receive, how an accountant should formulate financial statements to provide useful information, assisting with internal controls within the company to prevent theft, and a variety of other topics that distinguish the difference between average and great CPAs.

Course objectives include:

  • List the services that should be provided by your CPA on an annual basis above and beyond your income tax returns;
  • Explain the financial statements a CPA should provide, and how to determine their usefulness;
  • List examples of the types of internal controls your CPA should be monitoring; and
  • Describe the type of tax planning that you should expect from your CPA.

Andrew Tucker is an associate with John K. McGill & Co., Inc. He is a licensed attorney in the State of North Carolina and has been admitted for practice before the United States Tax Court. He is also a Certified Financial Planner™ (CFP®) and CPA. At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession.

Andrew is a graduate of North Carolina State University with degrees in Political Science and Public Communications. He also holds a Juris Doctor from Campbell University, where he was a Wiggins Scholar and the recipient of the Norman Adrian Wiggins Estate Planning Award for excellence in the field of tax and estate planning. Andrew also holds a Masters in Trust and Wealth Management, with honors, from Campbell University. Andrew is a member of the American Bar Association and the North Carolina Bar Association.​

Speaker(s):
Free Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00
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