DE's Principles of Practice Management Conference focuses on bringing realistic business solutions to everyday issues that confront dentists, practice owners, and dental administrators.

Attendees can talk with leading dental industry professionals to gain new ideas, identify business resources, and obtain innovative advice. The overarching goal is to help attendees improve their business strategies and encourage growth in their practices. 

The Profit Summit will help you:

  • learn how to calculate and manage your practice's overhead 
  • evaluate your procedures for profitability and efficiency
  • identify powerful systems and profitability strategies 
  • play the PPO game better
  • improve cash flow around your practice and in your personal life
Thursday, June 25, 2020
7:00 AM - 8:00 AM
Welcome Breakfast | Registration Open/Check-In


Breakfast Session


8:00 AM - 9:00 AM
Keynote/Welcome Session


9:30 AM - 11:00 AM
Session 2 - Calculating Overhead and Profitability


Allen M. Schiff, Dental CPA, CFE


This is course is designed to assist dentists with growing their dental practice by focusing on overhead, profitability and the Profit & Loss Statement.

Learning Objectives:

  1. Learn how to calculate overhead and profitability
  2. Design a Balance Sheet and a Profit & Loss Statement that are easy to understand
  3. Identify your expected profitability within your dental specialty
  4. Discover which items are included in determining your profitability
  5. Discuss the frequency and amount of fee increases
  6. Learn how to rebalance your fees
  7. Identify the six (6) key performance indicators (KPIs) to which dental practices must adhere
  8. Identify additional KPIs
  9. Define variable costs and provide examples
  10. Define fixed costs and provide examples
  11. Establish your Chart of Accounts
  12. Determine your dental practice’s overhead
  13. Develop cash flows and forecasts for year 1 and beyond, with break-even points (BEP)
  14. Discuss where we go from here & identify the next action steps


11:30 AM - 1:00 PM
Lunch & Learn | PPO Roundtable
1:00 PM - 2:30 PM
Session 3 - Improving Profitability in a Flat Dental Economy


Chris Salierno, DDS


One quarter of dentists report that they aren't busy enough.  With increasing overhead costs and only mild demand for our services, our practice profitability is at risk.  We may have considered PPOs to help bring in new patients, but can we afford their low fees?  In this course we'll examine the economic pressures dentistry is facing and discover creative solutions to improve our profitability without sacrificing patient outcomes.


Learning Objectives:

In this course, you will:

  • Learn about the economic trends affecting the dental profession
  • Calculate gross profit margin to evaluate profitability
  • Evaluate different profitability strategies for your practice 


3:30 PM - 5:00 PM
Session 4 - Building the Profitable Practice HOW MUCH WILL YOU GROW THIS YEAR?


Roger Levin, DDS

This breakthrough seminar will present numerous strategies to increase practice profitability. Practices need practical and immediately useful
strategies and ideas that will allow the practice to continue to increase production while simultaneously increasing profitability. Dr. Roger Levin
has studied profitability strategies for dental practices for over 30 years and will be sharing many of his findings with attendees at this seminar.
His goal is for attendees to be able to immediately implement many of the strategies allowing for an increase in practice profitability right now!
You’ll be wowed when you hear first-hand the leading-edge ideas that will revolutionize your practice. This all-new seminar brings the most
advanced methods for turning your practice into a production powerhouse and increasing your income.

Learning Objectives:

This seminar will be the most motivating, intensive and exciting seminar on practice management you will ever attend. See Dr. Levin
in-person and learn leading-edge insights and innovations being used by the best practices in dentistry. The doctor and team will learn how to
fully integrate powerful business systems into the practice resulting in increased practice performance, production and profitability.

1. Understand the importance and relevance of practice profitability and income.
2. Learn why so many doctors are working harder than necessary for less profit than ever before.
3. Identify key profitability strategies that will allow the practice to increase profit and income quickly.
4. Learn the power systems that will massively increase production and obliterate stress for the doctor and the team.


5:30 PM - 8:30 PM
Friday, June 26, 2020
7:00 AM - 8:00 AM
Breakfast Buffet


Breakfast Session


8:00 AM - 9:30 AM
Session 6 - Differentiate Yourself: Clinical & Marketing Tips To Generate New Patients!


Joshua Austin, DDS, MAGD


Today’s dental market is as saturated as it has ever been. The vast majority of dentists have at least one competing office within 1 mile. How can we stand out from the crowd? More than ever, we need to find ways that can differentiate ourselves. We need to attract the patients that we want. How can that be done? From a marketing perspective, we will examine ways to attract the patients you want from the different generations that affect our practices. From a clinical perspective, we will discuss techniques, tips, tricks, materials and equipment to separate you from the other dentist down the street.
Learning Objectives:

• Explore how patients choose their dentist
• Discuss where patients look for information regarding choosing a new dentist and how to stand out in those places
• Review several different clinical differentiating factors that can help a patient choose you
• Explore how digital technology has changed everything in our practice from attracting patients to executing dental treatment
• Nail down systems that we can institute that will keep new patients flowing in


10:00 AM - 11:30 AM
Session 7 - Investments as a Patient Plan: In this course we will explore how the science of investing mirrors the science of medicine, and how you can use this to inform your investment philosophy for both traditional and non-traditional investments.


Rob Ziliak, CFP                                      Thomas Bodin, CFA, CFP



Learning Objectives:

  1. How Evidence Based Planning aligns with the core principals of Evidence Based Dentistry.
  2. How academic research can be utilized in your personal wealth creation.
  3. How to benchmark your practice and what to do with this information to improve profitability.
  4. How to utilize a profitable practice to support your personal financial freedom journey.
  5. How to utilize your role as a business owner to maximize tax advanced savings.
  6. Tax mitigation strategies for practice owners including opportunities presented in the 2018 Tax Act and SECURE Act.
  7. The role and perspective non-traditional alternative assets (real estate and business interests) play in your journey to financial freedom. 
  8. How to define your financial plan and how your investment decisions will impact your progress to your plan.
  9. The 10 wealth creation strategies for dentists.
11:30 AM - 1:30 PM
Wrap-up Lunch & Learn | Cash Flow Roundtable