Advanced Level Courses for Experienced Practice Management Professionals

Recommended for managers with three or more years experience.

Wednesday: Full and Half Day Pre-Conference Sessions

Additional tuition will be added to your registration when you enroll in one of the Wednesday sessions.

Paul Edwards and Kurt Tullar, J.D.

Paul Edwards is the CEO and co-founder of CEDR HR Solutions, a leading provider of on-demand HR support for dental practices of all sizes and specialties across the United States.

With over 25 years of experience as a manager and business owner, Paul is well-known throughout the dental community for his expertise when it comes to solving HR issues that impact dental practice owners and managers. He specializes in helping dentists successfully handle employee issues and safely navigate the complex and ever-changing employment labor law landscapes through his company’s customized employee handbooks and support center.

Paul is the author of HR Base Camp, a blog and podcast channel for dentists and healthcare providers. He is also a featured writer for The Profitable Dentist, Dentistry IQ, and Dentaltown. He is a contributor to the ADA’s GPS program and regularly speaks at dental seminars, conferences and CE courses across the country, including the Greater New York Dental Meeting, Yankee Dental Conference, DOCS Education, AADOM and more.

Kurt Tullar, J.D. is an HR Advisor and a licensed attorney with over 10 years’ experience as a litigator and compliance officer. Kurt spends his days helping CEDR members understand the many ways in which employment laws impact HR policies and providing guidance to successfully resolve workplace problems.

Employment Compliance & Legal Considerations: Proactively Preventing Problems

Speaker: Paul Edwards

Why not head off HR and compliance problems before they arise? Understanding your obligations as a manager is an essential part of running any business. Federal, state, and even municipal laws are changing the landscape of running a dental practice.

Why not head off HR and compliance problems before they arise? Understanding your obligations as a manager is an essential part of running any business. Federal, state, and even municipal laws are changing the landscape of running a dental practice. As a manager, you must meet these legal requirements to ensure that your practice, its growth, and its profits are built upon a firm foundation.

During this course, you’ll learn:

  • Tools for self-checking your wage and hour practices and employee classifications
  • A framework for assessing key employee handbook policies for federal and state violations
  • A systemized firing checklist
    And more!

Half Day Session $199**
1:30pm – 4:30pm
Approved for 3 CE towards AADOM Fellowship
This session is approved for AGD/PACE Credit

Christine Taxin

Christine Taxin’s workshop and lecture attendees benefit from her expertise in advanced dental billing, dental to medical cross-coding, administrative and wellness systems. Her company, Links2Success, is approved as a PACE continuing education provider through the Academy of General Dentistry.

Prior to starting her own management consulting company, Christine worked for a large New York City hospital as administrator of a critical department, managed an extensive practice and worked with Coaching Solutions and Dynamic Administrators consulting companies. She has trained in management at LVI. She has been awarded “Leader in Consulting” for the past four years in Dentistry Today.

Christine serves as an adjunct professor at the New York University (NYU) Dental School and Resident Programs for New York City Programs. Christine will also begin teaching coding at Harvard Dental School.

CSI "Finding Diagnostic Reasons to Bill Medical"

Speaker: Christine Taxin

Let’s continue to grow our brains together! This workshop can show you how to successfully ADVANCE YOUR BRAIN TO WORK WITH THE NEXT 6 SENSES – with a twist!  In this fast-paced but comprehensive session attendees will learn techniques, discuss the new insurance policies entering our offices, understand how to keep compliant and learn how to write a killer appeal. As billers we are naturally A+ personalities and want to win, so let’s learn the tricks for winning every case.

Let’s continue to grow our brains together! This workshop can show you how to successfully ADVANCE YOUR BRAIN TO WORK WITH THE NEXT 6 SENSES – with a twist!  In this fast-paced but comprehensive session attendees will learn techniques, discuss the new insurance policies entering our offices, understand how to keep compliant and learn how to write a killer appeal. As billers we are naturally A+ personalities and want to win, so let’s learn the tricks for winning every case.

Course Learning Objectives:

  • Gain comprehensive knowledge of the different Medicare Plans and the law.
  • Understand the importance of compliance and keeping track of your codes.
  • Update your knowledge on Embedded Plans.
  • Discuss how to work with a company that wants to negotiate a fee.
  • Walk through the process of writing an appeal. It’s not about what we think, its all about the medical story.
  • Review how to contact a State Board to appeal a claim.

Half Day Session $199**
1:30pm – 4:30pm
Approved for 3 CE towards AADOM Fellowship
This session is approved for AGD/PACE Credit

Tami Evans

The Human Exclamation Point, Tami Evans, shares innovative communication and leadership tools motivating corporations, associations and organizations with her energy, passion, and humor creating an engaging, interactive and unforgettable experience for audiences. With both corporate and entrepreneurial experience, an MFA in performance, a background in communication and design, she firmly believes laughter is a vital part of learning and living. Her relatable keynotes ignite a positive workplace while they celebrate participants, engage and empower employees, create communication cohesion, boost confidence and bust stress. On the Board of Directors for the National Speakers Association and past President of NSA – NYC.

Passport to Excellence: Leadership Communication Intensive

A Session Exclusively for AADOM Fellows and 2019 Inductees

Speaker: Tami Evans

This special Wednesday evening session is exclusively for AADOM Fellows or AADOM19 inductees and features our 2019 Keynote Tami Evans.

Communication is the cornerstone of success in your professional world and your personal life. Tami helps you and your team, develop a solid foundation of communication skills.

This session is exclusively for AADOM Fellows or 2019 Inductees

Are you prepared to be Brilliant?
Communication is the cornerstone of success in your professional world and your personal life. Tami helps you and your team develop a solid foundation of communication skills. She’ll provide you with helpful tips and tools that allow you to build powerful connections, plan solid “life maps”, and incorporate a lot of laughter into the journey of reaching your fullest potential.

The time you spend with Tami prepares you to evaluate where your team is, identify where you’d like them to be, and receive the tools to chart your team’s course for future fabulousness. Attendees will be able to use this content in their professional and personal lives, and without exception, will be better communicators because of this session.

Live. Laugh. Learn. Sounds like a pretty good evening!

6:00pm – 7:30pm
Approved for 2 CE towards AADOM Fellowship
This session is approved for AGD/PACE Credit

Thursday Afternoon: Educational Sessions

Dana Moss

Dana Moss, founder of PPO Dental Consulting, LLC, is a dental business coach with a focus on front office systems. She is a money finder, practice builder, and team motivator. Her clients report increased patient retention and case acceptance, lowered accounts receivable and speedy insurance claims payment. Dana has refined the fundamental solutions for developing a successful and lucrative practice.

In addition to consulting in dental practices, Dana has worked as a front office coordinator, insurance specialist, practice administrator and as a registered dental assistant. Her years of experience in leading PPO practices bring firsthand knowledge of what it takes to be profitable. Dana’s presentations share the technology that is needed, language skills to promote, and systems to ensure a successful business.

Shut the Back Door! Proactive Patient Retention

Speaker: Dana Moss

Many practices struggle with open time on the schedule and patients walking out the door without scheduling future treatment. This energetic, power-packed session offers tips, tricks and reports for building a productive schedule and the systems and skills for getting treatment out of the chart and onto the schedule!

Many practices struggle with open time on the schedule and patients walking out the door without scheduling future treatment. This energetic, power-packed session offers tips, tricks and reports for building a productive schedule and the systems and skills for getting treatment out of the chart and onto the schedule!

Course Learning Objectives

  • To pre-appoint… or not? Tips and tricks to keeping your schedule together to discourage cancellations and no shows
  • Block scheduling that ensures timely appointments for new hygiene patients
  • Understanding why patients deny treatment and appropriate follow up
  • Ensuring that patient financial estimates are accurate
  • Reports to run – and when – to ensure a full schedule for the dentist and hygienist

Friday Morning: Educational Sessions

Katherine Eitel Belt

Katherine Eitel Belt is Dentistry’s Communication Coach! International speaker, author, and coach in the US, Canada, and UK, Katherine’s known for helping professionals develop unscripted, exceptional telephone and client communication skills, personal and professional greatness, as well as train-the-trainer and executive speaker’s programs. Her company, LionSpeak, helps practices, teams and executives achieve extraordinary results by communicating with greater clarity and inspiration. She’s consulted with CareCredit, Philips Oral Healthcare, Sirona Cerec, Henry Schein, eAssist, and Patterson Dental. Spotlight-On-Speaking champion, National Speaker’s Association member, Speaking Consulting Network board member, past-president Academy of Dental Management Consultants, recipient of the Linda Miles Spirit Award.

The cornerstone of productive, positive work cultures is the ability to communicate as a team with compassion, accountability, non-judgement, and accuracy. This session will help managers and dental team members stop avoiding these crucial conversations and learn to embrace and succeed with them by using a 4-point self-check, 2 rules of engagement, and a simple 4-step conversation framework.

The cornerstone of productive, positive work cultures is the ability to communicate as a team with compassion, accountability, non-judgement, and accuracy. This session will help managers and dental team members stop avoiding these crucial conversations and learn to embrace and succeed with them by using a 4-point self-check, 2 rules of engagement, and a simple 4-step conversation framework.

This session includes real-life dental examples, live demonstration, real-time application, and tremendous inspiration about what can be accomplished both professionally and personally by having and succeeding with necessary conversations. Katherine will cover broken agreements, low performance, non-participation, negativity, and toxic behavior as well as requests from employees to management such as raises, benefits, and promotions. Bring your biggest challenge and experience a life-changing way to improve leadership, relationships, and results.

Learning Objectives:

  • Upon completion of this session, participants should understand how to receive and approach crucial conversations in a powerful and positive way.
  • Upon completion of this program, participants should be able to help team members align with the vision and goals, upgrade performance, and handle objections or push back from another person with confidence and grace.
Roger Levin, DDS

Considered one of the most dynamic speakers in dentistry, Dr. Roger P. Levin is a third generation general dentist and the Founder and CEO of Levin Group, Inc., the premier dental management and marketing consulting firm in North America.

A regular contributor to the Journal of the American Dental Association, Dr. Levin has authored 68 books and published more than 4,000 articles.

Dr. Levin has been named one of the “Leaders in Dental Consulting” by Dentistry Today magazine for the past 12 years. He recently received the Dental Excellence award given by DrBiCuspid.com for Best Practice Management Consultant.

New Game. New Rules. New Playbook. Winning Strategies for Increasing Production

Speaker: Roger Levin, DDS

The rules of dentistry have changed and will keep changing. What will it take to keep up? Dr. Roger P. Levin will show you amazing ways to thrive—not merely survive—in today’s new dental world!

The rules of dentistry have changed and will keep changing. What will it take to keep up? Dr. Roger P. Levin will show doctors and staff amazing ways to thrive—not merely survive—in today’s new dental world!

This will be one of the most motivating, intensive and exciting sessions on practice management you will ever attend. As a third-generation dentist and CEO of Levin Group, Dr. Levin understands that all dentists want to continually improve their practices and thoroughly enjoy what they do. This session will provide leading-edge management insights and innovations, so that attendees can guarantee growth in a low-stress environment. The concepts have been proven with over 26,000 clients since 1985.

Attendees will Learn:

  • Key Performance Indicators of highly successful practices
  • The key targets that high-end practices must hit every month and year
  • How to analyze and control overhead
  • The pathway for team improvement and accountability
  • The “No-Stress” Practice plan for future growth
  • Strategies for collecting 99% of all fees and reducing no-shows to under 1%

Saturday Afternoon: Educational Sessions

Roger Levin, DDS

Considered one of the most dynamic speakers in dentistry, Dr. Roger P. Levin is a third generation general dentist and the Founder and CEO of Levin Group, Inc., the premier dental management and marketing consulting firm in North America.

A regular contributor to the Journal of the American Dental Association, Dr. Levin has authored 68 books and published more than 4,000 articles.

Dr. Levin has been named one of the “Leaders in Dental Consulting” by Dentistry Today magazine for the past 12 years. He recently received the Dental Excellence award given by DrBiCuspid.com for Best Practice Management Consultant.

New Game. New Rules. New Playbook. Winning Strategies for Increasing Production

Speaker: Roger Levin, DDS

The rules of dentistry have changed and will keep changing. What will it take to keep up? Dr. Roger P. Levin will show you amazing ways to thrive—not merely survive—in today’s new dental world!

The rules of dentistry have changed and will keep changing. What will it take to keep up? Dr. Roger P. Levin will show doctors and staff amazing ways to thrive—not merely survive—in today’s new dental world!

This will be one of the most motivating, intensive and exciting sessions on practice management you will ever attend. As a third-generation dentist and CEO of Levin Group, Dr. Levin understands that all dentists want to continually improve their practices and thoroughly enjoy what they do. This session will provide leading-edge management insights and innovations, so that attendees can guarantee growth in a low-stress environment. The concepts have been proven with over 26,000 clients since 1985.

Attendees will Learn:

  • Key Performance Indicators of highly successful practices
  • The key targets that high-end practices must hit every month and year
  • How to analyze and control overhead
  • The pathway for team improvement and accountability
  • The “No-Stress” Practice plan for future growth
  • Strategies for collecting 99% of all fees and reducing no-shows to under 1%
Katherine Eitel Belt

Katherine Eitel Belt is Dentistry’s Communication Coach! International speaker, author, and coach in the US, Canada, and UK, Katherine’s known for helping professionals develop unscripted, exceptional telephone and client communication skills, personal and professional greatness, as well as train-the-trainer and executive speaker’s programs. Her company, LionSpeak, helps practices, teams and executives achieve extraordinary results by communicating with greater clarity and inspiration. She’s consulted with CareCredit, Philips Oral Healthcare, Sirona Cerec, Henry Schein, eAssist, and Patterson Dental. Spotlight-On-Speaking champion, National Speaker’s Association member, Speaking Consulting Network board member, past-president Academy of Dental Management Consultants, recipient of the Linda Miles Spirit Award.

Courageous Presentations: Speaking Skills to Grow Your Business and Skyrocket Your Career

Speaker: Katherine Eitel Belt

Whether it’s introducing new technology to teammates, leading a local or national community event, addressing a board of directors, sharing best practices, or rallying your team around the company vision, knowing how to craft and deliver a clear and inspiring presentation is one of the most important, and often overlooked, professional skills.

Whether it’s introducing new technology to teammates, leading a local or national community event, addressing a board of directors, sharing best practices, or rallying your team around the company vision, knowing how to craft and deliver a clear and inspiring presentation is one of the most important, and often overlooked, professional skills.

Communication expert and international speaker, Katherine Eitel Belt, will show us how to master the art and craft of public speaking as an essential professional tool to inspire our teams, build our practices, and advance our careers.  Katherine will share a simple 4-step process for constructing a presentation in minutes, a 5-point checklist to master your stage presence and handle your nerves, and adult-learning techniques to engage our learners.  We’ll also discover how to find, craft, and tell compelling stories to emotionally impact our listeners, cement our content, and gain buy-in for our concepts.  Come find your own unique voice and see how essential, easy, and fun public speaking and courageous presentations can be.

Cindy Ishimoto

Cindy Ishimoto is passionate about cultivating self-directed leaders. Her audiences learn that they CAN make a change and grow as professionals and leaders.

With 35 years of speaking experience and dental consulting in all types of practices she is well known for her expertise in the business, financial management, motivational and team building systems of the practice.

Cindy’s enthusiasm, expertise and energy make her one of the most influential speakers and consultants in dentistry today. Cindy understands that repetition is the key to learning, and her creative presentations ensure this happens.

Cindy is an active member of ADMC, AADOM, and the ADAA. Cindy has been named a Consulting Leader by Dentistry Today from 2006-2018.

Gen-Blending. Creating Generation "US" Mixing & Managing Generations in Dentistry

Speaker: Cindy Ishimoto

Learn best practices for engaging both team members and patients across the generations. Gain actionable strategies and integrated tools that build rapport, camaraderie, and cooperation among team members.

Learn best practices for engaging both team members and patients across the generations. Gain actionable strategies and integrated tools that build rapport, camaraderie, and cooperation among team members. Capitalize on the strengths of the team to develop a care process that creates stronger relationships and opportunities for the best oral health outcomes for your patients.

Learning Objectives:

  • Learn how each generation differs in learning styles, values, perceptions, and preferences
  • Explore strategies for improving multi-generational team performance
  • Develop verbal and relationship skills to manage generational differences that increase quality and productivity, reduces conflict, and maximizes the contributions of all team members
  • Improve inter-generational communications with patients and increase case acceptance by understanding differences and how to match preferences