Co-Founder, SoulCycle & Chief Brand Officer, WeWork
Don’t Miss the 2019 DSO Education Forum
May 17-18, 2019 - Aria Resort & Casino - Las Vegas, NV
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Chairman & CEO – Henry Schein, Inc.
Vice President of Sales, Henry Schein Special Markets
DSO PANEL MODERATOR
Tickets: $599 per person.
Use promo code: EARLY19 for $40 off registration before February 20, 2019.
Includes meals both days, track admission, and admission to Friday evening networking event at Jewel Nightclub (open bar). We are expecting over 800 attendees from the US & Canada at the 2019 DSOEF.
Highlights from the 2018 DSO Education Forum
600+ attendees. 140+ Groups & DSO’s from the US & Canada. 3,500+ brick & mortar dental practices represented from 38 States & Provinces between the US & Canada.
It was an event to remember.
DSO Education Forum Tracks 2019
Leadership Development (New!)
Perfect for members of a group practice or DSO who manage other individuals. Whether they’re new to a leadership position or a seasoned leader, the track will cater to all experience levels. This brand new track for 2019 will teach attendees best in class team coaching, mentoring skills, and how to build team harmony within one location and across many locations. This session will feature interactive activities, as well as keynote lectures from world class leadership development experts as well as COO’s, Regional Managers, and Executives from DSO’s.
National & Emerging DSO
Speakers & content geared toward DSO’s with a local, regional or national footprint. This track is also perfect for solo practitioners / private practice dentists looking to enter the DSO arena.
We bring in the leading dental hygiene consultants & speakers to educate on best in class hygiene practices, for one location and then scaling that to multiple locations. In 2018 this track became an idea exchange and terrific networking room for hygiene professionals and leaders across the US & Canada.
Speakers now being added- keep checking back for additions to the lineup!
National & Emerging DSO
Forum Executive Producing Sponsor
Forum Producing Sponsor
The DSO Education forum is hosted by Henry Schein for the benefit of our customers.
Henry Schein reserves the right to decline admission for any reason to any person, including but not limited to competitors of Henry Schein.
Agenda and speaker line up may change without notice. Not responsible for typographical errors.
This unique program will be an analysis of the roles in the current marketplace for established, emerging and startup DSOs and the present and future opportunities that exist at each level. It will also include best practices and valuable insights for success for every size DSO Organization as well as an analysis of the future of the marketplace.
Brian A. Colao has a nationwide practice that focuses on all facets of complex commercial litigation, including contractual disputes, franchise disputes, issues of corporate governance, breach of fiduciary duty, theft of trade secrets, unfair competition, covenants not to compete, patent, trademark and copyright infringement, fraud and deceptive trade practices, disparagement, lender liability and other business claims. Mr. Colao is the Director of Dykema’s Dental Service Organizations Industry Group and advises clients in the health care industry on numerous federal and state regulatory issues including fraud and abuse, HIPAA, corporate practice of medicine and dentistry, fee splitting, credentialing, advertising and billing issues.
Over the last several years, Mr. Colao has served as lead trial counsel in many significant commercial disputes pending in more than 25 different federal districts in over 20 states. He has appeared as lead counsel in numerous state court cases pending in at least 10 states and three Canadian provinces. He has also represented clients in domestic and international arbitration proceedings pending in New York, London, Zurich, Costa Rica, Los Angeles, Atlanta, Dallas, Houston, Orlando, New Orleans, Miami and Jacksonville. Over the course of his career, Mr. Colao has tried in excess of 50 cases to judgment including jury trials, bench trials, and domestic and international arbitration proceedings.
Participants will leave with a concrete understanding of the strategies and business systems used by the most successful emerging groups to jump-start growth.
Covers the most commonly encountered challenges of emerging dental groups, such as:
Executive leadership and building a C-suite; deciding which executive to hire next;
deciding company priorities; how to act on company priorities;
how to find help and support; how to set your vision; deciding how to centralize;
coming up with a business strategy; and many more, along with the best solutions we see from DEO Members and other groups.
Jake is passionate about establishing thriving dental groups and DSOs by building executive teams, executive leadership, culture, operational systems, recruiting, retention, and financial structures.
As current partner and CEO of the Dentist Entrepreneur Organization (DEO), Jake works exclusively with emerging-market group dental practices by building a community of like-minded group practice owners. Jake gives group practice leaders the resources and support they need to move from disjointed “dots on a map” to unified, thriving dental group enterprises by “Thinking like a CEO.”
Jake earned his MBA from Xavier University and has now started, owned, and served as CEO of several seven-figure businesses.
After starting Firegang Dental Marketing in 2010 and building that company up to one of the most successful marketing companies in dentistry, he left in 2016, having helped thousands of dentists build practices new patients love.
Your dental hygiene team provides more to your dental group than the 6 month hygiene appointment. With the dental hygienists spending more time with your patients than any other person in your practice, they hold the key to building value, increasing patient retention and improving your revenue.
Discover how your dental hygiene team can:
With multiple providers and multiple locations it is important that you have a strong process for how you treat, communicate and retain your patient base. It is equally important you have a process for you how onboard, train, mentor, engage and hold your hygiene team accountable.
In this course we will outline how to design a dental hygiene program within your dental group/DSO that will support growth, engagement and retention.
If your team members are inching toward small goals using careful, proven methods, you’re stuck yards behind and need a huge mindset shift to leap ahead. This program will teach you to identify the things holding you back and adopt a new way of reaching your goals.
Dynamic teams can produce dramatically better results than individuals – but it’s easy to get frustrated if everyone is working out of sync. Improving team culture will re-energize and empower every member.
Building a house from scratch with her four kids (two boys and two girls), by watching YouTube tutorials, was an incredible lesson in team culture. Cara’s family was barely able to communicate when they began, but by the end they could practically read each other’s minds. Discovering their weaknesses and highlighting their strengths pulled them through the toughest tasks.
Using real-life examples from the construction site with her kids, a team ranging from seventeen to two years old, Cara challenges audiences to take advantage of the wide range of skills and temperaments of a diverse team.
This program helps teams overcome challenges and think more creatively about processes outside their everyday tasks in order to set larger goals and imagine innovative ways to achieve them.
• Identify professional roadblocks
• Understand the value of big goals
• Discover the power of a varied team
• Stay confident through challenges
• Develop fearless determination
• Discover the importance of attitude
• Maintain high performance teams
• Increase team energy level
Cara Brookins is a bestselling author and professional speaker, who, despite her lack of construction training, built a 3500 square foot house with her four kids by watching YouTube tutorials. Her successful book about the project launched her career as a keynote speaker and media personality and has now been optioned to become a Hollywood film.
Cara’s keynote presentations combine strong content with entertainment to help audiences around the world build a better life and career. She proves that reaching your highest potential isn’t just about how hard you work but about adjusting your mindset and strategy to take full advantage of the hours you’re putting in. Your vision, mindset, and focus become the building blocks for your success.
As practice leaders, we tend to rely on our limited understanding of our teams and their ever changing dynamics. Daily management distractions, crises, emergencies and daily tasks begin to outweigh creativity, team development and ultimately patient care all of which also lead to poor retention and poor performance.
As the Vice President of the largest association for dental office managers and practice administrators in the country, Lorie Streeter will share relevant advice, best practices from the best managers in the country and simple steps you can take today to connect to likeminded leaders just like you. Don’t lead in a vacuum because that sucks!
Course Learning Objectives:
• How to work smarter by association – Learn to harness the power of a trusted management resource community
• Learn to recognize when toxic patterns emerge in your practice and how to resolve them
• Review and reward your team for innovative and creative problem solving
• Leave the course with 10 of the best leadership lessons from AADOM’s Dental Practice Administrators of the year
Lorie has been working with The American Association of Dental Office Management, or AADOM for the past 11 years. Lorie’s dental career spans 29 years, 12 of which were spent as a dental office manager. Lorie has been speaking to large and small groups on behalf of AADOM educating dental office managers on the benefits of AADOM, Marketing Best practices, Team development and improving the relationship between doctor and practice leader. Lorie is dedicated to the growth and development of AADOM members and business teams. Lorie serves on the AADOM advisory council, AADOM Executive team and is on the advisory board of Efficiency in Group practice magazine and Dental Entrepreneur Woman Magazine. In 2015 Lorie was recognized as one of the top 25 Women in Dentistry by Dental Products Report magazine.
Joe Cavaretta currently holds the position of Vice-President-Eastern Area for Henry Schein. He has been in the dental industry for 22 years, starting at Children’s Hospital of Buffalo where he was the Operations Supervisor of the Pediatric Dentistry Department. Joe joined Patterson Dental in 1997 as an Operations Manager, and then transferred to an Equipment Sales Specialist position in 1999. In 2001, Joe joined Henry Schein as a Regional General Manager in our Arizona Region and moved to Long Island in October 2004 as RGM for the LI Region.
In 2006, Joe moved to Wisconsin to become the first Director of Sales for Henry Schein in the dental division. Joe utilizes his strong fiscal management, problem solving and leadership skills in his current role at Henry Schein as he mentors both the field managers and the sales team.
In 2009, Joe moved from Director of Sales to the position of Zone General Manager for the Western Zone. He held this position until 2013 where he accepted additional responsibilities as the Area Director – Western Area and held both positions until 2014.
In 2015, Joe was promoted to the newly created role of Area Vice-President where he will be responsible for well over 1 billion dollars in sales and responsible for over roughly 1000 Team Schein members.
In 2018, after a very successful stint as the Western Area Vice-President Joe moved from the Western Area to the Eastern Area in order to create the same culture in the East as we have enjoyed in the West.
Joe graduated from the State University of New York at Cortland with a BS in Health Sciences with a concentration in Health Care Administration and a minor in Communications. He has also completed courses towards his MBA at Canisius College, Buffalo, New York.
He has been affiliated with the New York State Federation of Professional Health Educators and Eta Sigma Gamma, National Professional Health Science Honorary and sat on the Oral Health of America Board from 2007-2009.
He currently sits on the Advisory Board for UNLV.
In this group / interactive session, Joe Cavaretta and Jake Meadows (who have a combined 40+ years of corporate leadership training experience), will take the audience through a series of real life scenarios involving leaders who created incredible high performance cultures within their organization. Joe and Jake will help the audience understand that a positive culture is absolutely necessary for high performance and offer tips and suggestions of how to create this within a DSO that spans multiple locations. During the latter half of the session, Joe and Jake will break up the audience into smaller groups that will work together on group exercises in a fun and high energy setting.
How extraordinary leaders manage moments that define their reputation and drive successful results Research shows that 83% of the time, people are able to effectively manage their relationships with people and the tasks that need to get done. However, in those 17% moments when interactions become more challenging, and work more difficult, we all find the hard truth: whether or not we are able to continue to operate at our full potential. This is the heart of emotional intelligence and where your reputation is built. Armed with the most recent research in the field of human behavior, Steve Gutzler will guide your team through the “new rules” of leadership to become more effective and influential.
Steve shares stories that will amaze and entertain your team, while delivering the actionable leadership tools they need to soar. These lessons and strategies can be applied immediately in leadership, sales, and personal development. Audiences will walk away feeling inspired, empowered, and equipped to tackle professional must-have goals.
• Discover the brain science of emotions and how to self-regulate emotional hijacking moments
• How to turn the stress hormone, cortisol, into your friend
• Master your emotions, moods, and attitudes for high performance
• How to connect deeper and coach more effectively
• The four strategies to mastering the 17% moments
• Breakthrough methods for communication, collaboration, and coaching
Steve Gutzler is the President of Leadership Quest, a Seattle-based leadership development company. Steve is a dynamic, highly-sought-after speaker who has delivered more than 2,500 presentations to a list of clients including Microsoft, Starbucks, the Seattle Seahawks, Pandora Radio, Boeing, Cisco, Starwood Corporation, the Ritz Carlton group, and the U.S. Social Security Administration.
He recently was voted #1 by the readership of Huffington Post as the Most Inspirational Leader on Social Media.
Have you ever wondered what types of violations actually occur when a dental office is inspected? This timely program addresses the top 10 OSHA violations in dental practices. This course will help you to avoid making the same compliance mistakes. The program weaves in Infection Control to show how compliance with OSHA and CDC's guidelines go hand in hand. She will provide insight on the required documentation and how to set up systems that actually work. She will discuss the job duties of the compliance officer and how to work with non-compliant employees.
Olivia joined the dental profession in 1985 having served as an office manager and dental assistant. She graduated magna cum laude from St. Joseph’s College with a Bachelor’s of Science degree in Health Care Administration and with a Doctorate in Jurisprudence from Nashville School of Law.
Olivia was one of the contributing authors for the ADA’s publication, Management the Regulatory Environment: Best Practices. She’s written articles for Dental Economics and other dental journals.
Olivia and her team members provide onsite and online consulting, policy development, and training in the areas of OSHA, Infection Control, HIPAA, and HR.
Guided Biofilm Therapy (GBT) is transforming the global landscape, and we are proud to discuss the paradigm shift of progress. During the course, we will explore GBT as the new state of the art approach that is a patient-oriented concept revealing a less painful appointment. Join this high energy course and discover that not all prophylaxis procedures are created equal and differentiate your DSO. Reconsider traditional treatments which can damage restorations, tooth structure, titanium implants, and tissue; advance your team with a minimally invasive protocol. Learn what other countries have known for years, that you can scale less and remove MORE biofilm in less time.
This course will guide you to reexamine key hygiene assessment protocols and increase profits into your DSO. Discover how to pinpoint disease conditions accurately and match them with proper codes including new AAP Periodontal Classifications. Effectively communicate treatment options between doctor and hygienist increasing patient acceptance. Avoid “giving away periodontal treatments,” reduce risk management issues and avoid losing money through improper billing.
Tami Wanless is the Global Professional Education Manager at Hu-Friedy Mfg. Co. LLC. She holds a master’s degree in Adult Education from Northern Illinois University, as well as a bachelor’s degree in Health Science from University of St. Francis and an associate’s degree in Dental Hygiene from William Rainey Harper college.
Before teaming-up with Hu-Friedy as a Key Opinion Leader in 2013, Tami spent nearly 25 years teaching at three of Illinois’ prestigious dental hygiene programs. She has nearly thirty years of experience in clinical dental hygiene practice, and has led numerous dental hygiene missions worldwide, providing care to underserved areas. She continues to take time each month to work in private practice in the Chicagoland area.
Tami authors and presents on a multitude of dental hygiene related topics, with an emphasis on hands-on instrument sharpening and clinical techniques worldwide. She is committed to supporting dental professionals with research and experience. When not educating, sharpening, scaling or staying active in professional organizations, you might find Tami planning the next dental mission trip. She is committed to dentistry and quality patient care while, providing a lasting positive impression in the lives of learners
Heidi Arndt RDH, BSDH has been working in the dental field for over 18 years.
Her experience stretches from working as a treatment coordinator, dental
assistant, and practice manager before graduating from the University of
Minnesota with a bachelor’s degree in Dental Hygiene.
Heidi spent the early part of her career working in private practice and at the
Mayo Clinic (Department of Dental Specialties). In 2002, Heidi began working
for American Dental Partners, where she was a dental hygiene mentor/coach
and was later promoted to Director, Dental Hygiene Development. Heidi
managed over $140 million in annual revenue, and led all dental hygiene
development activities for American Dental Partners affiliated dental groups
(more than 250 practices and 1000 dental hygienists across the entire United
States). Heidi created and implemented a mentoring and dental hygiene
development curriculum, that improved patient care, created accountability
increased hygiene profits exponentially year after year.
In 2011, Heidi launched Enhanced Hygiene. She is dedicated to helping dental
groups support the development and enhance the value of their dental hygiene
team. Heidi’s coaching and training programs have helped hundreds of
practices achieve their long sought after goals – improving leadership,
teamwork, organizational systems, patient care, patient service, verbal skills, and
the bottom line.
Digital Impression Scanners; Exploring the benefits of the digital workflow for DSO’s
Digital impression scanners are no longer new technology only for early adopters and are fast becoming the standard of care. It's easy to be overwhelmed by the task of choosing the right scanner, implementation, and ROI and this is exacerbated in the group dental model with multiple offices/scanners required.
This course shows the evolution of digital impression scanners and highlights features of scanners today, digital restorations and lab workflow, and presents key tips for sampling and selecting the correct scanner for your group, staff involvement, implementation across multiple offices, digital restorations (Fixed, Implant and Removable), modeless restorations and associated cost and case production time savings, and much more.
Jamie Stover, CDT is the Chief Operating Officer of Ziemek Laboratories in Olympia, WA. Jamie utilizes 20 years of experience at the bench as a dental lab technician to manage and oversee all daily operations at Ziemek Laboratories. Jamie has written dozens of articles for national dental publications and he lectures regularly on a myriad of topics for dental professionals. Jamie is a member of the Dental Technician Alliance of the American College of Prosthodontists, a member of the Straumann Speaker Bureau, he is on the team of professional contributors at Dentalcompare.com, is an Align Dental XP Lecturer, and is a Special Section Editor at Inside Dental Assisting.
In his duties as COO Jamie researches, tests, and implements the very latest dental technology and materials to help dentists be profitable and productive. Jamie is passionate about promoting constructive communication between the dental lab and clinic to build synergy and improve efficiency.
Member- American College of Prosthodontists Lab Technician Alliance
Member- Straumann Speaker Bureau
Member- Professional Contributor Team, Dentalcompare.com
Special Section Editor, Inside Dental Assisting
Align Technologies Dental XP Lecturer
Patrick Costello is the Director of Business Development for Smile Brands
Inc and OneSmile LLC, where he leads new practice partnerships for the
West Region. Patrick brings 12+ years of experience in mergers,
acquisitions and capital raising within the health care services industry.
In March 2016, Patrick joined with Steve Bilt (CEO, Smile Brands) and
Brad Schmidt (CFO, Smile Brands) to lead acquisitions for their newly
formed DSO venture, OneSmile LLC. Later in 2016, OneSmile LLC
successfully acquired Smile Brands Inc. and Patrick continued on to lead acquisitions for the combined
Prior to Smile Brands, he was a Senior Consultant for the Private Equity Value Creation group at Ernst &
Young (EY). At EY, Patrick consulted with public and private companies to improve their operations
following transformative events such as mergers and acquisitions. Prior to joining EY, Patrick partnered
with Dr. Barry Karlin (founder of CRC Health Group, formerly a Bain Capital Company) and two other
former CRC Health Group executives to found Prospira PainCare, a private equity-backed healthcare
services company. Prospira PainCare provides integrated, multi-specialty pain management services for
acute, chronic or intractable pain though a network of world-class providers in five states. At Prospira,
Patrick led the acquisitions of four multi-site regional platforms and three follow-on acquisitions which
generated net revenues of over $55 million. Post-acquisition, Patrick collaborated with physician leaders
to accelerate the growth of the acquired practices through the development of de novo locations and the
introduction additional services for their existing patients.
Prior to joining Prospira PainCare, Patrick was a Senior Associate at Gryphon Investors, a San Francisco
based private equity group with over $1 billion of committed equity capital, where he was responsible for
executing and monitoring investments in the healthcare services industry, focusing on sectors such as
physical therapy, dental services, addictions treatment, clinical research and healthcare information
technology. Before joining Gryphon Investors, Patrick was an analyst in the Healthcare Group of Piper
Jaffray, a Minneapolis based investment bank, where he executed buy and sell-side M&A assignments,
IPOs, and private placements within the healthcare services, biotech and biopharma sectors.
Patrick received his Bachelor of Arts in Economics and Computer Science from Bowdoin College in
Brunswick Maine. Outside of his professional life, he enjoys skiing, running, golfing and is a diehard fan
of the Patriots and Red Sox. Originally from the Boston area, Patrick now resides in Orange County, CA
with his wife and two children.
For more information regarding Smile Brands Inc., please visit us at www.smilebrands.com
Mark Hillebrandt joined Henry Schein in March 2018 and serves as the Vice President of Marketing for the North America Dental Group. He has over 10 years of dental industry experience along with expertise in transforming how customers buy products through both digital marketing and e-commerce. Most recently, Mark was the Business Leader for the Professional Dental, Medical and Scientific product categories at Amazon, where he led Amazon’s growth of professional healthcare supplies to private practice doctors and group practices. Prior to this, Mark held several leadership roles within KaVo-Kerr, with his most recent being Vice President and General Manager of the CAD/CAM business unit. Additionally, he served as Vice President of Marketing and Product Development at the Ormco orthodontic businesses as they transitioned focus from traditional braces to digital products. Previous to that he spent several years within the KaVo-Kerr Imaging business, where he supported a variety of digital imaging products in addition to leading the i-CAT 3D x-ray business. Mark holds a bachelor’s degree in Electrical Engineering from the University of California Riverside and an MBA from the University of Southern California.
Abe Kasbo is Founder and CEO of Verasoni Worldwide, a marketing and public relations firm with offices in Montclair, NJ and Austin, Texas. The firm delivers integrated marketing, public relations, advertising, and digital strategies across channels to clients in the US, Europe, The Middle East, and Southeast Asia. Verasoni Worldwide’s clients include Georgia-Pacific, Colgate, Henry Schein, AECOM, NeoGraft, Nobel Biocare, Montauk Financial, Raritan Bay Medical Center, Hurley Medical Center, and Integrated Healing Technologies. Abe serves as an advisor to CEOs and C-Suite executives on communications, branding, and public relations strategies. He is a sought-after speaker nationally and internationally. He has spoken at the Swedish American Life Sciences Summit in Stockholm, Sweden and the #140 Conference Montreal in Montreal, Canada.
Mr. Kasbo has been featured in The New York Times, Institutional Investor, PBS/Chicago, The National, The Record, The Star-Ledger, FOX, WOR, New Jersey Monthly, AM970 The Answer, and NJBiz, Journal of Hospital Contracting, Becker’s Hospital Review, as well as international media outlets in Europe and the Middle East. Mr. Kasbo is Chairman of Verasoni Ventures, which incubates and advises startups in healthcare and financial business services, including his latest company, Biztourage.com.
In 2015, Mr. Kasbo was recognized as Economic Bridge Builder of Year by the Governor and Legislative Branch of the State of Michigan – Wayne County in Michigan also bestowed the same honor. He is the founder of OnlyOneToothBrush.com – a philanthropic effort aimed to bring 200,000 toothbrushes to support the oral health of Syrian refugees in Germany, Canada, and the United States.
Mr. Kasbo holds a Master’s Degree in Public Administration and a Bachelor of Arts in Political Science and International Relations from Seton Hall University.
Julie Rice is an entrepreneur best known for co-founding the fitness phenomenon, SoulCycle. Rice served as Co-CEO at SoulCycle from 2006 to 2015 before becoming the Chief Brand Officer at WeWork in November 2017.
Rice and her partner Elizabeth Cutler started SoulCycle in 2006 in the rear lobby of an Upper West Side dance studio found on Craigslist. As founders, CEO's and Chief Creative Officers, they grew the company to 60 studios. Cutler and Rice were honored as one of Goldman Sachs’ 100 Builders + Innovators in 2013 and 2014 and were voted one of Fast Company’s Most Creative People in Business. In 2015, Cutler and Rice were honored as two of AdWeek’s Brand Geniuses.
Rice's life's work has been about building community and she brings that focus to her new role at WeWork. At WeWork, Rice is approaching everything through the lens of community – she is focusing on WeWork's brand and the experience WeWork provides its members, and seeking new and innovative ways to grow and share the WeWork experience around the globe.
Prior to opening SoulCycle, Rice worked in the entertainment business, discovering and developing talent for companies like Handprint Entertainment in Los Angeles, where she lived for nine years. A graduate of the State University of New York at Binghamton, Rice majored in English and Theater. Rice lives in NYC with her husband, Spencer, and their two daughters, Phoebe and Parker.