Products

2013 AAO Webinar - Leasing Your Office and Negotiating Your Build-Out

2013 AAO Webinar - Leasing Your Office and Negotiating Your Build-Out

Credits: None available.

In order to create beautiful smiles you will need an office to work in. Dealing with an office lease or an office build-out can be a stressful and expensive proposition. This lecture is designed to take some of the mystery out of lease negotiations and the build-out of an office space. Attendees will come away with a basic understanding of the critical issues in leasing office space as well as how to work with a contractor to insure a successful build-out.

Learning Objectives:

  • Explain what a comprehensive lease and build-out agreement should contain
  • List the traps and pitfalls that can be contained in a lease or build-out agreement
  • Explain how to protect yourself from an aggressive landlord or unscrupulous contractor

2012 AAO Webinar - Choosing and Working with an Attorney and Understanding and Negotiating Contracts

2012 AAO Webinar - Choosing and Working with an Attorney and Understanding and Negotiating Contracts

Credits: None available.

Choosing and Working With an Attorney: A good attorney can help insure a favorable outcome. Whether it is to negotiate an employment agreement, purchase or sell a practice, collect a fee, defend against an accusation of professional negligence, or interpret a complex dental regulation, having a good attorney can make the difference between a successful outcome and a debilitating loss. This presentation will explore some of the issues every orthodontist needs to understand and consider when choosing and working with an attorney.

Understanding and Negotiating Contracts: Whether you are negotiating your lease, a managed care plan, the purchase of supplies and equipment, an employment agreement, or a contract with a vendor, understanding some basic legal concepts can help improve the outcome. This presentation will review the legal fundamentals of contract law and discuss how they apply to every contract your sign. In addition, we will review strategies that can level the playing field in contract negotiations.

Learning Objectives:

  • Explain how to efficiently, effectively, and economically utilize the services of an attorney
  • Explain how to work with an attorney to better achieve their desired outcomes
  • Discuss the basic concepts of contract law and contract construction
  • Discuss the traps and pitfalls that can be contained in a contract
  • Discuss how to better negotiate a contract

2012 AAO Webinar - Understanding Associate Agreements

2012 AAO Webinar - Understanding Associate Agreements

Credits: None available.

Understanding Associate Agreements: Hiring or becoming an associate is a major decision for every orthodontist. This presentation will review a number of the legal and practical issues both the employer and the employee need to consider in entering into an associate agreement. We will examine the important issues relevant to an associate agreement in a presentation that balances the interests of both the employer and the employee. Attendees will come away with an understanding of the fundamentals of an employment agreement.

Learning Objectives:

  • Recall what a comprehensive employment agreement should contain
  • Explain the difference between an independent contractor and an employee
  • Explain how to properly address associate compensation
  • Discuss what an effective restrictive covenant should (and should not) include

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.

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.

2015 AAO Webinar - How Not to Hire the Wrong People

2015 AAO Webinar - How Not to Hire the Wrong People

Credits: None available.

In this webinar, Certified Fraud Examiner and private investigator David Harris discusses how people applying for employment at orthodontic practices successfully hide unfavorable information about themselves, and how the hiring process can be adapted to discover what applicants don’t want you to know about them.

After this lecture you will be able to:

  • Discuss how applicants conceal unsavory information from prospective employers;
  • Describe how to outsmart those concealing information from you;
  • Illustrate how to safely give an unfavorable reference.

2015 AAO Webinar - How to Identify Orthodontic Job Opportunities

2015 AAO Webinar - How to Identify Orthodontic Job Opportunities

Credits: None available.

Today’s orthodontic residents are entering a very different job market compared to the generations before them. Determining how you want to practice orthodontics and where you want to practice should be considered. Shannon Patterson an orthodontic recruiter for Bentson Clark & Copple will discuss how to identify orthodontic opportunities including the differences between corporate and private practices, associate opportunities, equity minded associate opportunities with a path to equity, buyout opportunities and the resources to use when looking for an opportunity.

After this lecture you will be able to:

  • Prepare a CV and "about me" letters;
  • Perform phone interview techniques;
  • Discuss financing options for equity opportunities.

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

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

2015 Webinar – Case Acceptance Skills for the Orthodontic Practice

2015 Webinar – Case Acceptance Skills for the Orthodontic Practice

Credits: None available.

The "perfect storm" of a recent poor economy, new treatment methods, search engines and greatly increased competition has redefined the playing field for new patient acquisition. The days of easy sign-ups and endless referrals are largely over. In order to grow and prosper in the new economy, doctors and staff must upgrade their skill-set in the areas of attracting potential patients, communicating value, and persuading visitors to start treatment. This program is full of practical, high-value strategies to permanently improve your case acceptance rate for you and your team. Don’t miss this opportunity to learn how to improve your case acceptance rate.

After this lecture you will be able to:

  • Differentiate your practice from competition
  • Demonstrate the art of communicating value
  • Structure fees to maximize new starts
  • Identify and handle "shopper" patients
  • Determine what new patients want – and how to present it