Business Forums

Business Forums2018-09-25T21:46:21+00:00

View our 2018-19 Program at a Glance
Attend Business Forums as a Vendor 

Upcoming Business Forums

March 17, 2019 - March 23, 2019

What's Your "Number"?

Mar
21

March 21, 2019 at 6:30 pm - 8:30 pmAt SDDS Classroom

What’s Your “Number”?

No CEU • $75

Take the stress and pain out of understanding how to grow and manage your practice and your future. Join in on the discussion about “the numbers” that are so essential to your practice and, more importantly, your future! We’ll begin with the end in mind, when you want to retire and how much you’ll need to live today and tomorrow. Did you know that fewer than 5% of Dentists are economically prepared for retirement? During this presentation, understand the numbers and strategies to have full control of your practice today, leading to your tomorrows.

Whether it’s your:

  • Annual profitability requirement number, and working capital recommendations
  • Your daily Key Performance Indicators (KPIs); new patient flow, patients scheduled in hygiene, production and collection goals, all leading to your economic survival
  • Retirement goals, making your dreams come true
  • Your daily, weekly monthly and yearly numbers, enabling your team to assist you on your journey
  • Cash flow, patient flow, or profits, it’s your responsibility define and achieve your goals, today

Kerry Straine; Straine Consulting:

Kerry K. Straine, President and CEO, graduated from California State University at Sacramento with a Bachelor of Science in Business Administration with a concentration in Accounting in 1979 and has been in business and financial management for more than thirty years. Kerry is a Certified Straine Management System™ Consultant as well as a Certified Professional Behavioral & Values Analyst. It was Kerry’s education and experience in accounting that led to the development of The Straine Management System™, the premier platform that provides strategic planning, leadership and team development, policy and management system design, training, monitoring and coaching for dental professionals throughout the United States and Canada. Kerry also developed the Straine Practice Analysis™ as the first tool used by the dental industry more than 25 years ago to illustrate the opportunities that exist in a dental practice. Kerry’s mission has always been to advance the understanding, practice, and development of leadership for the benefit of all professionals in the dental industry. Kerry’s approach is unique in that he does not limit his vision to dental practices, but rather links the role of education and leadership to every aspect within the dental industry. In 2001 Henry Schein Dental selected Kerry as an instructor on leadership, laws of teamwork, communication, and practice management for its advanced professional education programs at Career Development.

Dave Sholer; Integrated Accounting Solutions:

Mr. Sholer works exclusively with local dentists. He provides a unique full-service approach to real-time bookkeeping, payroll, financial reporting, proactive year-round tax planning, business filings, and unlimited support. Learn more at OnlyDentalCPA.com.

Doug VanOrder; Mass Mutual (SDDS Vendor Member):

As Managing Partner of Tier One Financial and Insurance Services, Doug has a dual focus. In his financial services practice, he focuses on working with Closely Held Businesses and Families with their Business and Estate Planning Needs. Additionally, a continued focus on Wealth Management and Retirement Planning is proving to be more and more relevant as our community ages and prepares for retirement.
Doug is Past President of NAIFA NorCal and a vendor member of SDDS. Additionally, he currently serves as a Board Member of the Sacramento Chapter of The Positive Coaching Alliance
Doug lives in Roseville, CA with his wife, Kendra, and three Children, Jake, Bryce, and Rylie. He enjoys spending time doing anything his kids are involved with, golfing, classic cars, and an occasional glass of red wine.

Sign up with fillable PDF »
Sign up online »

Instructions for completing fillable PDF forms: Please open the fillable PDF form directly in Adobe Reader®/Acrobat. Get the free latest version of Adobe Reader®. Once you have filled out each field, please save a copy for your records to guarantee submission. Next, click the SUBMIT button to return the completed form to SDDS by email.

May 26, 2019 - June 1, 2019

Advertising - What’s In, What’s Out, What You Cannot Promise

May
30

May 30, 2019 at 6:30 pm - 8:30 pmAt SDDS Classroom

Advertising – What’s In, What’s Out, What You Cannot Promise

No CEU • $75

What is your strategy for advertising your practice? Are you in charge? Is one of your staff members or maybe an outside PR firm? Whatever the answer, you must make sure that the advertising you do is within the law! It is important to make sure that those involved in your advertising KNOW what is ethical, what is legal, and what might put you at risk. If your staff promotes you or your practice through social media are they putting you at risk in any way?

This evening is sure to raise a lot of questions that you can take back to your offices to develop advertising strategies, rules and policies to advertise effectively, ethically and legally.

Included in this program will be topics such as:

  • Social media advertising, including online reviews and social couponing
  • Recognized specialties and limited practices
  • Referrals, incentives and kickbacks
  • Advertising discounts—legal and ethical obligations

Melanie Duval, Director of Practice Support; CDA:

Ms. Duval is the director of CDA Practice Support and leads the development and management of programs, resources and services to help members with their business management needs.

Steve Brown; CDA Legal Counsel:

Mr. Brown is a Senior Corporate Counsel at the California Dental Association (CDA). In addition to handling a broad range of corporate legal matters for CDA and its affiliated entities for the past 16 years, Stephen directly supports the CDA Council on Peer Review and Judicial Council in all legal matters.

Sign up with fillable PDF »
Sign up online »

Instructions for completing fillable PDF forms: Please open the fillable PDF form directly in Adobe Reader®/Acrobat. Get the free latest version of Adobe Reader®. Once you have filled out each field, please save a copy for your records to guarantee submission. Next, click the SUBMIT button to return the completed form to SDDS by email.

Past Business Forums

Debt & Taxes — Minimizing Tax Liabilities

Vendor Member CPAs: Ben Anders, CPA; Craig Fechter, CPA; & John Urrutia, CPA
Thursday, May 7, 2015

To Encrypt or Not to Encrypt — What to Protect When Sending Records & Referring Patients

Teresa Pichay (California Dental Association) & Rami J. Zreikat (xTerraLink)
Thursday, November 20, 2014

Embezzlement — How to Tell, Protect & Avoid

Susan Gunn (Susan Gunn Solutions)
Thursday, September 11, 2014

 


The Sacramento District Dental Society is an approved Continuing Education and Academy of General Dentistry provider through the Dental Board of California.