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Dental Team Summit in San Ramon

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

Event details

Location: San Ramon Marriott
Date: Friday, October 11, 2024
Format: Full-day, interactive event; 8:30 a.m. – 4:30 p.m.
C.E.: Up to 4 C.E. units per licensed attendee

Register as a team and save!

Featured Speakers & Industry Experts

Practice Management

Jenell Bell
Associate Analyst, CDA

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

Amrita Patel
Clinical Support

Amrita Patel, DDS
Educator, Author, and Multi-Practice Owner

Ashley Reich
Clinical Support

Ashley Reich, RDA
Workforce Development Program Specialist, 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.

Build Effective Budgets and Manage Overhead
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
Better analyze finances, create budgeting templates and monitor overhead to increase practice profitability. Engage in group activities and discussions to learn how to develop budgets, understand fixed and variable expenses, interpret financial reports and identify potential budget shortfalls. Through this highly interactive and practical session, build skills essential for financial management and decision-making.

Learning Outcomes: 

  • Learn how to analyze finances, create budgets and monitor overhead to increase profitability. 
  • Determine daily, weekly, monthly and annual reports necessary to maintain operations. 
  • Identify potential budget shortfalls and course correct to avoid falling behind.

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 Consistent Diagnostics and Terminology
Target audience: All dental office team members
Increased understanding during case presentation leads to more acceptance. Improve communication with patients by using standardized imaging, diagnostics and clinical terms. And quality output from diagnostic tools and accurate documentation also play critical roles in each patient’s record. See how consistency supports success.

Learning Outcomes:

  • Recognize the impact of quality and clarity in imaging and radiographs.
  • Discover how leveraging diagnostic tools supports diagnosis and case presentation.
  • Develop and use standards for clinical terminology in your practice.

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.)

Using Key Performance Indicators
Target audience: Current and future practice owners, front office and back office leaders, emerging leaders
Key performance indicators (KPIs) are essential for assessing the health and success of a dental practice. Learn how to monitor specific KPIs to better understand your dental practice’s performance.

Learning Outcomes:

  • Learn the key performance indicators for measuring the health of a practice. 
  • Discover how to use KPIs to make decisions impacting your business. 
  • Through hands-on practice, see how to review, analyze and create action plans.

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.

Patient Records Best Practices
Target audience: All dental office team members
Patient records contain more than just medical history and treatment plans. Each team member who accesses a patient chart must ensure the dentist has a complete, accurate and comprehensive record for every patient. Learn proven practices for documenting patient charts and the responsibilities of each team member.

Learning Outcomes:

  • Learn best documentation practices to implement for patients’ charts.
  • Identify and implement roles and responsibilities for every team member who handles records.
  • Foster diagnostic consistency and treatment plan advocacy across team members.

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

The San Ramon Marriott offers room reservations at a rate of $169 + tax per night. Reservations must be accompanied by a first night room deposit or guaranteed with a major credit card. Cancellations must be received by September 20, 2024.A link to the hotel group room block will be emailed to you after you register for this event, reservations are on a first come, first served basis. 

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. 

Parking: Hourly: $4/hour  

Daily: $14/day  

Breakfast and lunch are included in the event registration fee. Look for the question “Do you have any dietary restriction*” when you register yourself and your team members or email us.

Ready to register? Here’s how:

  • Save your dental team’s spot at the Dental Team Summit.
  • Follow the prompts to register each member of your team and choose your preferred breakout sessions.
  • Once registered for the summit, make your hotel and travel plans.
  • 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.