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Dental Team Summit in Anaheim

A full-day event for you and your team to shape your practice and accelerate productivity.

Event details

Location: Anaheim, CA during CDA Presents
Date: Friday, May 17, 2024
Format: Full-day, interactive event; 8 a.m. – 4 p.m.
C.E.: Up to 4 C.E. units per licensed attendee
Cost: $199 person plus applicable CDA Presents registration fees for non-members

Featured Speakers & Industry Experts

Katie Fornelli
Leadership Development

Katie Fornelli
Director, Early Career Dentist Engagement, CDA

Dental Benefits

Lisa Greer
Dental Benefits Analyst, CDA

Laura Nelson
Practice Management

Laura Nelson
Founder, Front Office Rocks

Practice Management

Matthew Nelson
Practice Management Analyst, CDA

Jennifer Tyson
Leadership Development

Jennifer Tyson
President, Fortune Management

Jillian Hasselmann
Human Resources

Jill Hasselmann
HR for Health

Penny Reed
Dental Billing

Penny Reed

Schedule & Sessions

Take a peek at the summit agenda, activities and breakouts.

Kick off the day on a positive note and get ready for a productive summit! The welcome session is a fun introduction to a day of interactive learning, including breakfast, registration time and an energizing keynote. Plus, get an overview of summit activities.

Accurate Dental Billing: Eligibility & Policy Types
Target audience: Office managers, treatment coordinators, dental billers
Gain essential tools to work with dental plan policies and patient eligibility practices. Discover effective methods to reduce surprises and administrative headaches as you learn to effectively navigate the dental plan maze.

Learning Outcomes:

  • Understand different dental plan policies and how they impact your patients, practice and finances.
  • Learn the necessary information to verify coverage and benefits quickly and accurately.
  • Discover effective strategies to simplify the process of checking patient eligibility.

Financial Systems that Increase Collections Efficiency
Target audience: Current and future practice owners, all dental office team members
Improve collections processes by learning how to create a financial policy for your practice, including a targeted process for collections. Also see how to audit patient accounts and dismiss patients while mitigating risk to the practice.

Learning Outcomes:

  • Understand importance of a financial policy and collections agency process. Create policies in office.
  • Learn what to look for when auditing patient accounts and leave with a helpful reference guide.
  • Understand what to review and how to mitigate risks before dismissing a patient.

Create an Inspiring, Engaging Workplace
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
Finding and hiring the right people is time-consuming, costly and exhausting. Once you find productive team members, your goal is retention. As a leader, retain valuable team members by creating a practice that connects, inspires and involves team members.

Learning Outcomes:

  • Learn to be an “employer of choice” and create a workplace culture based on your core values, vision and goals.
  • Implement strategies to convey your culture and engage your team to help the practice grow.
  • Strengthen and improve systems to hold team members accountable using proven methods.

Make meaningful connections and enjoy ad hoc learning! At our dynamic lunchtime session,  engage with expert speakers and sponsors, network and gather new insights. (Participation is optional; hourly employees are encouraged to use their half-hour break.)

Claims Submission and Managing Denials
Target audience: Office managers, treatment coordinators, dental billers
Mastering claims processing is key to keeping a practice financially sound. Discover best practices to streamline claims management. Avoid the headaches of increased accounts receivable and the time and effort lost fixing mistakes by learning to handle claims accurately and promptly.

Learning Outcomes:

  • Understand how to accurately complete claim forms and use up-to-date CDT codes.
  • Explore different billing scenarios and learn how they are reflected on a claim form.
  • Identify the most common claim denials and learn effective strategies for appealing them.

Increase Patient Financial Case Acceptance
Target audience: Current and future practice owners, front office
Increase case acceptance by creating better patient experiences. See how to manage expectations, communicate in a way the patient will understand and overcome case acceptance obstacles. Plus, role-play presenting treatment plans to practice new skills.

Learning Outcomes:

  • Create a better patient experience by managing expectations up front.
  • Increase case acceptance by identifying patient communication styles and using active listening skills.
  • Practice presenting to gain commitment on completing a diagnosed treatment plan.

Communication and Conflict Resolution
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
The quality of your professional life is often directly related to the quality of your communication with dental team members and colleagues. Learn how to have meaningful coaching conversations and approach conflicts with confidence. Improve alignment and accountability and enhance practice growth by creating a culture of trust and open communication.

Learning outcomes:

  • Learn how to conduct and implement coaching conversations in your practice.
  • Understand how to enhance communication skills to champion open dialogue.
  • Identify scenarios where conflict arises and apply methods to overcome challenging conversations.

In our final session, the entire team will come together to put new skills into action. This hands-on workshop focuses on planning and strategy, with team collaboration to identify and implement best practices for enhancing office procedures, productivity and patient care. Our speakers and experts will answer questions and offer guidance.

Travel & Planning FAQ

Visit the CDA Presents Attendees page for more information about hotel options.

Bring your confirmation email (printed or mobile) for an easy check-in process. And be prepared to take notes in whatever way you choose.

Dress is business casual.

Visit the CDA Presents Attendees page for more information about parking.

Breakfast and lunch are included in the event registration fee. Look for the questions about any dietary restrictions in follow up emails after registration or email us.

Dental Team Summit registration tips:

Not yet registered for CDA Presents?

  1. First, save your spot at CDA’s convention in Anaheim.
  2. Sign in or set up your account and follow the prompts.
  3. When registering, look for the Dental Team Summit tab when selecting your courses for CDA Presents.
  4. Next, register for the Dental Team Summit.
  5. Follow the prompts to register each member of your team and choose your preferred breakout sessions.
  6. Once registered for both the convention and the summit, make your hotel and travel plans.

Already registered for CDA Presents and want to add the Summit?

Log in to your CDA Presents dashboard through your confirmation email and then edit your courses. Go to the Dental Summit tab and select all elements to complete event registration. 

If you have questions, please email us.

Thank you to our event sponsors


CDA is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

CDA designates each activity for a specified number of C.E. units. These courses meet the Dental Board of California requirements for continuing education units.