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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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

2015 Webinar – Understanding ICD-10 Coding: When and How Will it Be Used

2015 Webinar – Understanding ICD-10 Coding: When and How Will it Be Used


Credits: None available.

This coding webinar will offer valuable information for all staff with insurance related responsibilities within your office. Learn the key essentials to ICD-10-CM to assist you with a successful implementation of this new code set. Tips, examples, tools and resources for conversion readiness will be provided to prepare your office for compliance with the October 1, 2015 mandate.

After this lecture you will be able to:

  • Explain The genesis of ICD-10 CM codes and how they are meant to be used
  • Explain when use of ICD-10 coding will be required
  • Describe practice benefits from use of ICD-10 coding
  • Complete claim forms using ICD-10 coding
  • List resources providing appropriate coding

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

2015 Webinar – Prelude to a Transition: What to Consider Before Choosing a Transition Pathway

2015 Webinar – Prelude to a Transition: What to Consider Before Choosing a Transition Pathway


Credits: None available.

Few decisions in your life will have as large of an impact as your practice transition, both qualitatively and quantitatively. Given this, whether buying or selling a practice, it is never a good idea to put the cart before the horse and pursue a transition before appropriately planning. Further, many transition plans suffer, and sometimes fall apart, due to an inability or unwillingness to understand the other party’s requests, concerns and/or demands. This webinar will discuss, from both a buyer and a seller’s point-of-view, issues that need to be addressed and decisions that need to be made prior to transitioning into the next phase of your career. Explore real world examples of conflict between buyer and seller and what you can do to prepare for, and avoid, such issues.

After this lecture you will be able to:

  • Discuss associate compensation from both an employee and an employer standpoint.
  • Identify the appropriate representatives that buyers and sellers should have involved in their transition.
  • Discuss financing options, and how these may impact your planning.
  • Determine what to do and what not to do to get the most value out of your practice sale.

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

2015 Webinar – Planning for Financial Independence

2015 Webinar – Planning for Financial Independence


Credits: None available.

This course will provide debt reduction, tax and financial planning strategies. Using these proven strategies, Brad Kucharo will explain how you can avoid costly mistakes through proper planning in order to achieve short and long-term financial goals. Application of these personal and practice tips over the course of your career will help you reach financial freedom.

After this lecture you will be able to:

  • Explain the utilization of tax savings strategies;
  • Develop a plan for annual funding of retirement plans and IRAs;
  • Assess long-term planning goals for successful retirement;
  • Manage and reduce debt.

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

2015 Webinar – CEO Mentality: Avoiding Legal Minefields

2015 Webinar – CEO Mentality: Avoiding Legal Minefields


Credits: None available.

As a practice owner, creating a plan for strategic business operations is key. This includes everything from employee management to contracts, and marketing to technology. Having this plan will allow you to have a strong business foundation and create a thriving practice. With every business decision made along your path to success, the legal ramifications that could result must be considered. Mr. Oromchian will discuss strategic associate hiring strategies to minimize liability as well as provide key tactics to ensure your employee files are current. How to legally use social media for recruitment and management of team members will also be addressed. Information presented once implemented will limit your legal liabilities.

After this lecture you will be able to:

  • Determine whether to incorporate or not to incorporate
  • List the top 10 HR and legal minefields to avoid
  • Explain the importance of the Employee Manual and key policies to include
  • Discuss automated HR and employee management solutions

Speaker(s): Disclosures
  • <p>Dental & Medical Counsel, PC, American HR Corp., Inc.</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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