Business of Orthodontics (Free) Categories


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Free Lectures

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


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2017 Webinar - Preparing for Your Practice's Future

Preview Available

2017 Webinar - Preparing for Your Practice's Future


Credits: None available.

If you’re considering any change of ownership in your practice in the future, this webinar will discuss current valuation metrics. This presentation provides guidance on what practice elements you should be focused on to maximize value. The presented content will educate you on timelines, options available and market conditions. Various models of how to bring a new doctor into the practice for an associateship, partnership, or sale of the entire enterprise will be discussed. Understand the effects and options that DSO’s can provide if you want to sell and keep working. Current lending environment for practice buyers, current buyer sentiment and income expectations as well as what part your geography plays in a planned practice transition will be examined. The course is fast-paced with lots of data that will be shared.

After this lecture you will be able to:

  1. Discuss the average values for solo and small group practices in today’s market.
  2. List the biggest influences on practice value.
  3. Discuss the current associate salary expectations.
  4. Discuss how long the practice transition process takes

Chris Bentson has worked with orthodontists for over 25 years and serves as a managing Partner of Bentson Clark & Copple, LLC, a company that provides valuation, transition and recruiting services to orthodontists within the United States. Mr. Bentson serves as Editor-in-Chief of the Bentson Clark reSource, a quarterly subscription-based newsletter focused exclusively on the business aspects of running a successful orthodontic practice.

Speaker(s): Disclosures
  • <p>Stockholder: Bentson, Clark & Copple, LLC</p>
Free Members: $0.00
Residents: $0.00
Staff Club: $0.00
CE Passport: $0.00
Distance Learning: $0.00
Standard: $75.00

2017 Webinar - Office Design: Creating a “Wow” Welcome!

Preview Available

2017 Webinar - Office Design: Creating a “Wow” Welcome!


Credits: None available.

Joyce Matlack will present tips for creating a welcoming space from reception to checkout. Whether you are building a new office or looking for fresh design ideas to increase the level of your welcome, you will find great ideas for reception layouts, styling and amenities, setting up your TC rooms, on deck ideas, welcoming patients and parents into the orthodontic bay and for check out treats and prizes.

After this lecture you will be able to:

1.) Explain how to make your space welcoming for both new and existing patients.
2.) Discuss how to make small changes in your existing office that will make a big difference.

Joyce Matlack has specialized in orthodontic and dental office planning and design since 1988. She has designed over 580 orthodontic offices and over 250 multidisciplinary dental offices. As a licensed interior designer, and dental hygienist, Joyce brings a unique depth of expertise to your project. Joyce’s portfolio speaks to the value she places on flow, function and aesthetics as well as the individuality of each doctor. Her focus is on creating the perfect match of facility to practitioner and practice. Speaking at conferences and dental graduate programs throughout the country, and contributing to newsletters, design manuals, articles and online resources, Joyce keeps her finger on the pulse of today’s doctor and practice needs while putting great value on educating and assisting doctors who will be industry leaders for years to come. Joyce is a talented team leader, design innovator and nuts and bolts project manager, ensuring that every project MVD takes on is of outstanding quality.

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

2017 Webinar - Measuring Orthodontic Marketing Effectiveness

Preview Available

2017 Webinar - Measuring Orthodontic Marketing Effectiveness


Credits: None available.

Marketing can make or break an orthodontic practice more than any other segment of dentistry. However, despite marketing competition, few practices view marketing as a component that can be measured for effectiveness. In this webinar, Mr. Tucker will discuss building potential patient profiles, identifying the marketing channels available for an orthodontic practice, and how to monitor the back-end of a potential patient’s experience to optimize pending conversions and to gain feedback on why patients do not commit to treatment.

After this lecture you will be able to:

  1. Identify the target audience of each element of their marketing efforts
  2. Develop a consumer profile for prospective patients to assist in treatment conversion
  3. Explain the importance of post-visit feedback to improve exam conversions

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®). At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession. Prior to joining the McGill & Hill Group, Mr. Tucker practiced law as a tax and wealth planning attorney, where he counseled high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in heart of Research Triangle Park in Raleigh-Durham, NC where he advised entrepreneurs on tax strategies for rapid-growth companies.

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

2016 Webinar - The Social Six: Strategies and Techniques for Engaging & Growing Your Online Presence

2016 Webinar - The Social Six: Strategies and Techniques for Engaging & Growing Your Online Presence


Credits: None available.

In this webinar, Dr. Kyle Fagala will discuss best practices for the social media sites Facebook, Twitter, Instagram, YouTube, Google+ and Snapchat. Learn how to create high-quality content for social media that will engage your current and prospective patients.

After this lecture you will be able to:

  1. Apply the basics and best practices for the major social media sites;
  2. Explain how to effectively tell your practice story on social media.

Dr. Kyle Fagala is the owner and orthodontist at Saddle Creek Orthodontics, with two locations in Germantown and Collierville, Tennessee. He graduated in May of 2013 with a certificate in orthodontics and a master's degree in Dental Science for his thesis on three-dimensional imaging of the airway. Dr. Fagala is the course director and lecturer of Development of the Occlusion, a class for 1st year dental students at the University of Tennessee Health Science Center. He is also co-founder of the digital marketing agency Neon Canvas and host of the web series, The Digital Orthodontist.

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

2016 Webinar - Key Performance Indicators for Orthodontic Practices

2016 Webinar - Key Performance Indicators for Orthodontic Practices


Credits: None available.

As an owner, do you ever feel as if you are running your practice without any immediate feedback? Do you wish you had a better understanding of how you are performing and improving? In this webinar, we will discuss the key performance indicators of an orthodontic practice. We will review how to measure treatment efficiency, determine the efficacy of your marketing and treatment conversion, and how to determine your office overhead. Most importantly, we will review how to find pain points with the information, so that you can take immediate action for improvement.

After this lecture you will be able to:

  1. Identify the key metrics that illustrate treatment efficiency in your practice.
  2. Discuss the marketing and sales process of orthodontics, and how to identify weaknesses.
  3. Determine overhead in the practice based on specific categories and how to identify issues.

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®). At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession. Prior to joining the McGill & Hill Group, Mr. Tucker practiced law as a tax and wealth planning attorney, where he counseled high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in heart of Research Triangle Park in Raleigh-Durham, NC where he advised entrepreneurs on tax strategies for rapid-growth companies.

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

2016 AAO Webinar - Mergers - A Transition Structure with Multiple Benefits

2016 AAO Webinar - Mergers - A Transition Structure with Multiple Benefits


Credits: None available.

Orthodontics is in the midst of much change. Practice mergers are a rapidly emerging practice structure. This structure allows doctors to operate much as they always have within the bounds of a structure that provides cost savings, strategic advantages, increases their competitive position and has a built-in transition plan.

After this lecture you will be able to:

  • Distinguish a merger from more traditional models;
  • Explain how a merger can increase practice value and reduce overhead costs;
  • Explain how the doctor’s financial benefit is increased;
  • Explain how a merger provides a defense against encroachment from non-orthodontic practices.
Roger Hill is an expert among practice transition consultants with over 36 years of experience in working with general dentists and dental specialists. His work places particular emphasis on achieving win-win, successful outcomes by using tax efficient structures that provide a financial structure that is both affordable for purchasers yet fair and equitable to sellers.

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

2016 AAO Webinar - Estate Planning: How to Create a Bullet Proof Estate Plan to Protect your Personal and Business Assets

2016 AAO Webinar - Estate Planning: How to Create a Bullet Proof Estate Plan to Protect your Personal and Business Assets


Credits: None available.

The lifetime protection of personal assets, such as homes and retirement plans, is a key concern of many dentists. Effective asset protection requires the timely implementation of the proper legal technique and the well-informed operation of such strategy – and does not involve hiding assets, committing fraud or perjury, or engaging in fraudulent transactions. This seminar will highlight available statutory exemptions, traditional planning techniques and advanced estate planning instruments as a means by which to legitimately protect assets from future potential creditors.

After this lecture you will be able to:

  • Discuss probate, wills and powers of attorney;
  • Gain an overview of trusts: testamentary trusts, revocable ("living") trusts, irrevocable asset protection trusts and irrevocable life insurance trusts;
  • Explain how to protest your assets from creditors;
  • Explain how best to structure trusts in advance of selling your practice to minimize taxes and liability.

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

2016 AAO Webinar - Do I Have a Comprehensive Financial Plan?

2016 AAO Webinar - Do I Have a Comprehensive Financial Plan?


Credits: None available.

A comprehensive approach to financial planning is very similar to a comprehensive approach to treatment planning a dental patient. Dr. Studley's specific background in both dentistry and the insurance/financial security industry gives him a unique perspective on the insurance and financial planning needs of dentists throughout a dentist's career - From Residency to Retirement™.

After this lecture you will be able to:

  • Discuss the necessary steps used to create a comprehensive financial plan;
  • Describe the benefits of a comprehensive financial plan.

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

2016 AAO Webinar - Deadly Sins of Investing - Simple Mistakes that Cost Doctors Millions

2016 AAO Webinar - Deadly Sins of Investing - Simple Mistakes that Cost Doctors Millions


Credits: None available.

Did you know that most doctors lose 2-3% in annual returns due to inefficient investment strategies? This may not sound like much now…but it can add up to millions of dollars over the course of a doctor’s dental career. We will discuss today’s complex investment environment and how doctors can improve their investment results.

After this lecture you will be able to:

  • Identify tax efficient investment and planning strategies;
  • Explain the different types of investment professionals and associated fees;
  • Discuss how to avoid emotional decisions and monitor your investment performance.

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

2016 AAO Webinar - Considerations for Orthodontic and Ortho/Pedo Partnerships

2016 AAO Webinar - Considerations for Orthodontic and Ortho/Pedo Partnerships


Credits: None available.

With the number of orthodontic partnerships and ortho/pedo partnerships on the rise, more and more orthodontists are questioning how such partnerships can be structured to be fair and beneficial to all parties involved. Doug Copple of Bentson Clark & Copple discusses key items to consider when entering into a partnership arrangement.

After this lecture you will be able to:

  • Explain the motives for entering into an orthodontic partnership;
  • Discuss the items to consider when creating a partnership with a pediatric dentist;
  • Recognize each party’s goals and perspectives in a partnership arrangement;
  • Discuss allocation methods in a partnership arrangement.
Doug Copple is a partner of Bentson Clark & Copple, LLC which provides valuation and transition services to orthodontists within the United States. He is a Certified Valuation Analyst (CVA), a designation granted by the National Association of Certified Valuation Analysts. Doug ensures the firm’s practice valuations are properly performed and adhere to generally accepted valuation standards. Doug is also integral in structuring and negotiating orthodontic partnerships and purchase transactions and the related tax and structural issues between buyers and sellers.

Speaker(s): Disclosures
  • <p>Bentson, Clark & Copple, LLC</p>
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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