Preventing Dental Practice Embezzlement & Fraud: Signals, Systems and Solutions

Preventing Dental Practice Embezzlement & Fraud: Signals, Systems and Solutions (In-person)

2 CEU, 20% • Member Price: $75

Fraud and embezzlement are among the most common—and costly—financial risks facing dental practices. This session helps dentists understand how internal fraud occurs, why practices are vulnerable, and how to reduce risk using CPA recommended internal controls and banking best practices.

Learn to recognize warning signs, strengthen financial oversight, and implement practical banking tools that protect your practice without disrupting daily operations.

Learning objectives:

• Identify common types of fraud and embezzlement in dental practices
• Recognize warning signs and risk factors associated with internal theft
• Implement effective internal controls and financial safeguards
• Understand appropriate steps to take when fraud is suspected or discovered

This course is ideal for dental practice owners and practice buyers seeking to safeguard their practice assets and reduce financial losses.

Clint Bedolido, CPA; MUN CPAs (SDDS Vendor Member)

Clint is a partner at MUN CPAs with more than 12 years of experience serving clients in the medical and real estate industries. MUN CPAs has worked with numerous dental practices over the years, providing strategic guidance tailored to the unique needs of dental professionals. Clint believes in year-round consulting, working closely with his clients to ensure there are no surprises and that practice performance is clearly understood well before year-end. Supported by a team of dental-specific experts, Clint helps his clients gain access to the specialized knowledge and insights they need to build and maintain a successful practice.

Dave Nelson; US Bank (SDDS Vendor Member)

With 32 years in banking and 23 in commercial lending, Dave supports healthcare professionals in acquiring practices, purchasing or investing in real estate, and expanding their operations. Dave focuses on clear guidance, strong credit expertise, and strategic financing solutions to help clients navigate every stage of their business banking relationship with U.S. Bank.

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Terms and Conditions:
Cancellation/Refund Policy
Full refund granted less $25 administration fee, if received in writing 14 days before the class. NO REFUNDS if cancelled within 13 days of the class or for No Shows or for registrations received after that date. Attendee substitutions OK.

Consent to Use of Photographic Images
Registration, attendance and/or participation in SDDS’ courses/events constitutes an agreement by the registrant/sponsor to SDDS’ use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.