Business of Orthodontics (Free) Categories
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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)
- Dr. Dan A. Bills, DMD, MS
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 Disclosure: Consultant
Length of session:
The session is scheduled for 75 minutes.
Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
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 Disclosure:
Consultant: People & Practice, LLC
Length of session:
The session is scheduled for 75 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Dr. Leon Klempner, DDS
- Disclosure: Consultant: People & Practice, LLC
Tags:
Business of Orthodontics
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 Disclosure:
Consultant: Profit Marketing Systems South, Inc.
Length of session:
The session is scheduled for 75 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Ms. Char Eash, BA
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.
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 Disclosure:
Consultant: Gaide
Length of session:
The session is scheduled for 90 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn 1.5 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Mr. Ryan Moynihan, MBA
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.
- Jonathan Martin, CPA
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 Disclosure:
Consultant: John K. McGill & Co.
Length of session:
The session is scheduled for 75 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Andrew Tucker, JD, CPA, CFP®, MTWM
Preview Available
2019 AAO Webinar - Cybersecurity Facts & Myths - Your Orthodontic Patient Data is at Risk
Credits: None available.
We will take an in-depth look into how ransomware and patient identity theft is impacting practices across the US. Practices often have a false sense of security that their IT vendor is providing adequate security to mitigate the risks of a data breach. We will discuss the differences between IT vendors and cybersecurity companies and why practices should engage with a cybersecurity company to provide protection from the advanced threats that are affecting practices. HIPAA compliance can be a challenging and time-consuming endeavor for most practices. Learn effective and efficient ways of implementing HIPAA in your practice.
Learning objectives:
- Protect your practice from ransomware attacks
- Recognize the differences between IT companies and cybersecurity companies
- Identify technologies and solutions that can help minimize the chances of a cyberattack
- Effectively implement HIPAA Compliance
Gary has over 27 years of experience in software development and computer IT. He started his career designing software specifically engineered for oral surgeons. He built a sizeable company and, in 2000, developed one of the very first “cloud” based practice management system with over 1,000 users logging in on a daily basis.
As CEO of Black Talon Security, Gary oversees the day-to-day activities of the company while developing and maintaining strategic business alliances. Gary regularly leads training and educational workshops on the latest trends in data security, particularly as they relate to the healthcare field.
Speaker Disclosure:
Consultant: Black Talon Security
Length of session:
The session is scheduled for 75 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Mr. Gary Salman, BA
Preview Available
2018 Webinar - Speak Their Language! Utilizing Technology to Communicate with the Modern Orthodontic Patient
Credits: None available.
We are practicing during an amazing time in the history of orthodontics. New technologies are emerging daily. Some of these innovations are merely hype, while others are incredibly powerful tools to improve the quality of our clinical care as well as our practice efficiencies and effectiveness. This lecture will explore an often-overlooked yet extremely important aspect of these emerging technologies. The modern, tech-savvy orthodontic patient now uses computers, media, and digital technology almost instinctively. Their view of the world is different from that of previous generations, and this difference affects their learning, interactions, and relationships significantly. As health care providers and members of the orthodontic team, we must learn to utilize technology in order to effectively connect and communicate with this generation in order to succeed both clinically and economically. You simply can’t afford to miss this!
Learning objectives:
- Discuss the significant impact that technology has had on the way the Modern Orthodontic Patient thinks, learns, and connects
- Explore some fundamental differences in the way Orthodontists and the Modern Orthodontic Patient view new technology
- Review some powerful orthodontic technologies with an emphasis on how we have used them to effectively connect with this generation and their parents achieve clinical excellence and economic success
Dr. Bills is a Board Certified Diplomate of the American Board of Orthodontics and a Fellow of the American College of Dentists. He maintains a state-of-the-art private practice, Innovative Orthodontics, with two locations in Southern New Jersey, just outside of Philadelphia. Dr. Bills has held several local and national positions in the American Dental Association and is a Past-President of the Southern Dental Society of New Jersey. Dr. Bills is a published author and is on the Editorial Board of Orthodontic Practice magazine. He is on the Orthodontic Faculty at the University of Pennsylvania and is on Staff in the Department of Dentistry at Virtua Hospital, and he has been honored as “Teacher of the Year” at both of these prestigious institutions. He lectures regularly, both stateside and abroad, and gives in-office courses, about a variety of clinical topics as well as how to better utilize technology in orthodontic and dental offices.
Speaker Disclosure:
Consultant: None
Length of session:
The session is scheduled for 90 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn .75 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Dr. Dan A. Bills, DMD, MS
Preview Available
2018 Webinar - New in Practice? Critical Financial Strategies for Success
Credits: None available.
This presentation will enhance your sophistication in the critical area of tax and financial planning management. You will learn how to develop short- and long-term financial objectives, as well as how to implement retirement saving strategies. New doctors will learn tips to avoid costly planning mistakes and achieve long-term success.
Learning objectives:
- Maximizing deductions and reducing your taxes
- Should you pay off debt or save for your retirement?
- Proven steps to successfully reaching financial independence
Brad Kucharo is an associate of John K. McGill & Co., Inc. He is a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) practitioner and has been providing customized tax and business planning services exclusively for the dental profession since 2007. During this time, he has helped hundreds of dentists across the country plan for financial independence, for reduced stress and greater peace of mind. Mr. Kucharo also developed and directs the comprehensive Planning for Retirement service.
Speaker Disclosure:
Consultant: John K. McGill & Co.
Length of session:
The session is scheduled for 90 minutes.
Price:
$0 for Members
Continuing Education:
Each participant who completes the Webinar will earn 1.5 CE for the entire session.
Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.
American Association of Orthodontists 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 lectures 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.
- Mr. Brad A. Kucharo, CPA, CFP