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Inner Circle 2024

Unlock Peak Performance

Attend the most high octane event in dentistry to future proof your dental enterprise.

FEB 08-10, 2024 Gaylord Palms, Orlando FL
On a given day, a given circumstance, you think you have a limit. And you then go for this limit and you touch this limit, and you think, 'Okay, this is the limit.' And so you touch this limit, something happens and you suddenly can go a little bit further. With your mind power, your determination, your instinct, and the experience as well, you can fly very high.
ayrton senna
Ayrton Senna

Looking to create a high performing dental enterprise?

Have you ever thought about your dental enterprise like a high-performance race car? Your management team as your pit crew? You as the driver behind the steering wheel?

The same components that help you win the race are also the components of your business success. This third edition of Inner Circle brings together a wealth of new material and the brightest minds in the dental industry to help you lay the foundation for building a high-performing organization while avoiding the common pitfalls along the way.

high performing dental enterprice

Speakers

This year, Inner Circle is proud to present an A-list of leaders from the industry who will present, debate and retrospect on the key focus area for growth.

mark gallagher
keynote

Mark Gallagher

Motivational Speaker, Formula 1 Executive

brian colao
panelist

Brian Colao

Director, Dykema DSO Group

frank massino
panelist

Frank Massino

President, Darby Group Companies

jorg Aumuller
panelist

Jörg Aumüller

Global Vice President Enterprise Solutions at Straumann Group

michael white
panelist

Michael White

Principal, CLA

tim hill
panelist

Tim Hill

CEO, Espire Dental

rafael riviera
panelist

Dr. Rafael Rivera

CEO, Smile Starters

heidi arndt
panelist

Heidi Arndt

CEO, Evolve Dental Advisors

jason gardner
panelist

Jason Gardner

Director of Infrastructure, Stanbrick Dental Services

nathan suter
panelist

Dr. Nathan Suter

Chief Innovation Officer, Enable Dental

ishtiaq rouf
panelist

Ishtiaq Rouf

Owner, West Annapolis Dentistry

ophir tanz
panelist

Ophir Tanz

CEO, Pearl

brian doyle
panelist

Brian Doyle

Senior Vice President of Sales, Rectangle Health

dr. himesh kana
panelist

Dr. Himesh Kana

Managing Partner/CMO, Dental Depot DFW

tim otto
panelist

Tim Otto

CEO, Alcan Dental Cooperative

dr. whitney d. weiner
panelist

Dr. Whitney D. Weiner

CEO & Founder, Whole Dental Wellness

karan jolly
panelist

Karan Jolly

Managing Director, E&Y

mike montgomery
panelist

Mike Montgomery

Senior Vice President, Live Oak Bank

robert f. morrison
panelist

Dr. Robert F. Morrison

CEO, Morrison Dental Group

mark flock
panelist

Mark Flock

Executive and Partnership Consultant with Polaris Healthcare

sasha m tapie
panelist

Sasha M. Tapie

CEO, TLC Dental

dr. bradley dykstra
panelist

Dr. Bradley Dykstra

CEO, MI Smiles Dental Group

alex otto
panelist

Dr. Alex Otto

CEO, Alcan Dental Cooperative

joshua gwinn
panelist

Joshua Gwinn

CEO, Optimize Practice Services

allison alexander
panelist

Allison Alexander

VP Marketing, Darby Dental

julie booher
panelist

Julie Booher

Chief Strategy Officer, Pepperpointe Partnerships

maria fuertes
panelist

Maria Fuertes

VP Practice Solutions, CareStack

joe fogg
panelist

Joe Fogg

CEO, onDiem

abhi krishna
panelist

Abhi Krishna

CEO, CareStack

teresa williams
master class

Teresa Williams

Consulting, CFO - CLA

perrin desportes
master class

Perrin Desportes

Co-Founder, Polaris Healthcare Partners

tanner applegate
master class

Tanner Applegate

CEO, Unify Dental

genevieve poppe
master class

Genevieve Poppe

CEO, Poppe Practice Management

ellie naderi
master class

Ellie Naderi

CEO, Oral Health United and WinDSO Member

pamela holder
master class

Pamela Holder

CSO, Chief Strategy Officer Advanced Dental Brands

hendrik lai
master class

Hendrik Lai

CEO, Sage Consulting

tom creegan
master class

Tom Creegan

Director, Raymond James

ian brock
master class

Ian Brock

Dental Consultant

Sessions

This is what you can expect during 3-days of intense learning and networking.

Day 01 / Feb 08, 2024

05:00 PM - 07:00 PMreception

Registration & Welcome Cocktail Reception

Sun Lobby

Kick the event into overdrive by joining us at our Inner Circle opening cocktail reception! Grab a cocktail and some appetizers and network with the attendees, industry professionals, and sponsor partners.

Day 02 / Feb 09, 2024

Expand All
07:30 AM - 08:30 AM

Breakfast and Registration

Sun Lobby

08:30 AM - 08:45 AM

Opening Remarks

Sun Ballroom

A warm welcome and kick off to Inner Circle 2024 will be led by our CEO, Abhi Krishna.

abhi krishna

Abhi Krishna

CEO, CareStack

santosh patel

Santosh Patel

President of Complete Specialty Solutions

08:45 AM - 09:30 AMkeynote

Taking the pole position in the dental industry - lessons learnt from F1 racing

Sun Ballroom

Mark Gallagher is recognised as one of the world’s leading motivational speakers who delivers leadership, teamwork and change management based speeches adopted from the world of F1 Racing. Having been involved in Formula One for over 25 years, Mark is a respected industry expert best known for being a key member of the senior management team at Jordan Grand Prix.

What you will learn

Develop the right team behavior and culture for high performance

How to accelerate to success with a data driven business culture

Steps to drive business benefits from the pace of change

mark gallagher

Mark Gallagher

Motivational Speaker, Formula 1 Executive

09:30 AM - 10:20 AMpanel discussion

Trends, opportunities and challenges shaping the dental industry in 2024

Sun Ballroom

Top dental executives discuss the consumer and dental industry trends for 2024, approaches for how to stay up to date, plan accordingly and set up your dental enterprise for success.

What you will learn

What are the consumer and industry trends shaping the future of group dentistry.

How do you leverage the opportunities amidst these changing macro economic conditions.

What are some of the common pitfalls to avoid as you position your organization for growth.

jorg Aumuller

Jörg Aumüller

Global Vice President Enterprise Solutions at Straumann Group

brian colao

Brian Colao

Director, Dykema DSO Group

frank massino

Frank Massino

President, Darby Group Companies

michael white

Michael White

Principal, CLA

abhi krishna

Abhi Krishna

CEO, CareStack

tanner applegate
Moderator

Tanner Applegate

CEO, Unify Dental

10:20 AM - 11:00 AM

Break & Networking

Sun Lobby

11:00 AM - 12:00 PMmaster class

EBITDA optimization - Finding the fine balance between profitability and growth

Sun Ballroom

Strategic insights from seasoned operators and financial leaders to build an operational plan that maintains the balance between achieving your growth targets while maximizing EBITDA.

What you will learn

Understand the current stage of your business and how to balance your growth plans against the need to maintain profitability.

Overhead targets for group practice as a percentage of overall practice revenue.

Decision making framework to forego short term payouts in favor of long term growth and overcome obstacles when trying to balance growth and profits.

teresa williams

Teresa Williams

Consulting, CFO - CLA

ian brock

Ian Brock

Dental Consultant

12:00 AM - 01:15 PM

Lunch

Sun Ballroom

01:15 PM - 02:00 PMmaster class

To centralize or not - Creating the right RCM strategy to maximize value

Sun Ballroom

Revenue cycle management experts from multi-site groups reveal implementable strategies on how and when to centralize billing operations to reduce administrative burden while improving reimbursements and collections.

What you will learn

Understanding the nuances of centralized, decentralized or a hybrid approach for revenue cycle management.

Decision making guidelines to determine which aspects of your billing operations needs centralization and how to go about implementing it.

Applying automation at all relevant areas within the revenue cycle to bring enhanced efficiencies to the reduction of administrative burden.

tanner applegate

Tanner Applegate

CEO, Unify Dental

pamela holder

Pamela Holder

CSO, Chief Strategy Officer Advanced Dental Brands

02:00 PM - 02:45 PMmaster class

Building operational leadership and a culture of high accountability within your team

Sun Ballroom

Implementable strategies to get your team aligned to your vision, maximize employee retention, and cultivate a culture of high accountability.

What you will learn

Steps to build an operational leadership team that feels human to your employees.

How to hire, onboard and retain your employees in a challenging economic and labor climate.

How to reward your team and build a culture of high accountability and self organization.

genevieve poppe

Genevieve Poppe

CEO, Poppe Practice Management

02:45 PM - 03:15 PM

Break & Networking

Sun Lobby

03:15 PM - 04:00 PMmaster class

Measuring what matters - Unlock the power of data to maximize performance

Sun Ballroom

Unlock the hidden potential of your data by implementing scorecards that create accountability in your team, maximizes patient experience and increases profitability.

What you will learn

How do you create a balanced scorecard with the right metrics that aligns well with your goals around revenue and costs.

Relevant metrics to track for front office staff, hygienists, associates, back office operations and office managers.

How to define and implement the SOP’s by the various roles to manage the scorecards.

hendrik lai

Hendrik Lai

CEO, Sage Consulting

04:00 PM - 05:00 PMpanel discussion

Leadership lessons from the trenches while scaling your dental enterprise

Sun Ballroom

Dental leaders share how they are successfully driving growth, human capital maximization and business expansion in a time of inflation and economic uncertainty.

What you will learn

Building a patient centric culture to create differentiation in the competitive landscape and drive more same store growth.

Crafting the right growth strategy to expand the footprint via acquisition of existing practices versus starting de novos.

Strategies to hire the right associates, keep them motivated and retain them for the long haul.

tim hill

Tim Hill

CEO, Espire Dental

rafel riviera

Dr. Rafael Rivera

CEO, Smile Starters

heidi arndt

Heidi Arndt

CEO, Evolve Dental Advisors

tanner applegate
Moderator

Tanner Applegate

CEO, Unify Dental

05:00 PM - 09:00 PM

Evening Reception and Group Dinner

Coquina Lawn

Join us for a group reception & dinner outside on the lawn to wrap up our first full day of meetings.

Day 03 / Feb 10, 2024

Expand All
07:30 AM - 08:30 AM

Breakfast and Registration

Sun Lobby

08:30 AM - 08:45 AM

Opening Remarks

Sun Ballroom

Our Emcee, Santosh Patel, will recap day 1 of Inner Circle.

santosh patel

Santosh Patel

President of Complete Specialty Solutions

08:45 AM - 09:30 AMmaster class

Proven ways to streamline associate hiring, onboarding and retention

Sun Ballroom

Implementable strategies and tactics to hire, onboard and retain associates, keeping them productive, happy and aligned to your vision.

What you will learn

How to attract, hire and retain the right associates?

Systems to keep your associates motivated and productive.

Compensate associates in a way that everyone wins.

perrin desportes

Perrin Desportes

Co-Founder, Polaris Healthcare Partners

09:30 AM - 10:30 AMpanel discussion

Harnessing software innovation to supercharge business performance

Sun Ballroom

Dental leaders share experiences of harnessing software innovations to reduce overheads, personalize patient experience and gain better control of business operations.

What you will learn

Impact of cloud PMS on collaboration and productivity.

Software innovations to meet rising patient expectations.

How to leverage data and automation to supercharge business performance.

jason gardner

Jason Gardner

Director of Infrastructure, Stanbrick Dental Services

nathan suter

Dr. Nathan Suter

Chief Innovation Officer, Enable Dental

ishtiaq rouf

Ishtiaq Rouf

Owner, West Annapolis Dentistry

ophir tanz

Ophir Tanz

CEO, Pearl

brian doyle

Brian Doyle

Senior Vice President of Sales, Rectangle Health

tanner applegate
Moderator

Tanner Applegate

CEO, Unify Dental

10:30 AM - 11:00 AM

Break & Networking

Sun Lobby

11:00 AM - 12:00 PMpanel discussion

Focusing on what truly matters to the business and outsourcing the rest

Sun Ballroom

Leaders and key executives of emerging group practices discuss how they found more time to focus on patient care and business growth by freeing the staff from administrative burdens.

What you will learn

Decision making guidelines on what and how to outsource.

Biggest gains in front / back office operations from outsourcing.

Impact of outsourcing on scaling your enterprise.

dr. himesh kana

Dr. Himesh Kana

Managing Partner/CMO, Dental Depot DFW

tim otto

Tim Otto

CEO, Alcan Dental Cooperative

dr. whitney d. weiner

Dr. Whitney D. Weiner

CEO & Founder, Whole Dental Wellness

sasha m tapie

Sasha M. Tapie

CEO, TLC Dental

joe fogg

Joe Fogg

CEO, onDiem

tanner applegate
Moderator

Tanner Applegate

CEO, Unify Dental

12:00 AM - 01:15 PM

Lunch

Sun Ballroom

01:15 PM - 02:00 PMmaster class

Preparing your DSO for a private equity transaction

Sun Ballroom

Strategic insights from seasoned operators and advisors on building a DSO platform positioned for growth and scalability, with a patient centric focus, while driving growth and meeting EBITDA targets.

What you will learn

What were some of the old consolidation trends for the dental space vs. today’s trends?

What is unique about PE backed platforms and how you can differentiate yourself to potential affiliates?

What should you be considering as an owner doctor (pre and post) a PE affiliation?

ellie naderi

Ellie Naderi

CEO, Oral Health United and WinDSO Member

tom creegan

Tom Creegan

Director, Raymond James

02:00 PM - 02:45 PMpanel discussion

Financing your business expansion in the context of today’s financial landscape

Sun Ballroom

Industry experts share their perspectives on the state of financing in the dental industry, the headwinds that exist for the dental entrepreneurs and actionable insights to better the chances of finding capital.

What you will learn

Impact of economic conditions on dental financing.

Formulating the right growth financing strategy for your group.

Creative strategies to build optionality in a rapidly changing financing environment.

karan jolly

Karan Jolly

Managing Director, E&Y

mike montgomery

Mike Montgomery

Senior Vice President, Live Oak Bank

mark flock

Mark Flock

Executive and Partnership Consultant with Polaris Healthcare

ellie naderi
Moderator

Ellie Naderi

CEO, Oral Health United and WinDSO Member

02:45 PM - 03:15 PM

Break & Networking

Sun Lobby

03:15 PM - 04:00 PMpanel discussion

Building thriving doctor led multi-site groups in the age of private equity

Sun Ballroom

Struggles, successes and challenges faced by these dental leaders in their journey of building thriving doctor led group practices.

What you will learn

Systems and processes that helped the groups optimize practice efficiency and scale.

How they built and preserved the culture in alignment with the core values of the group.

Creative strategies to stay competitive in spite of operating under constraints with limited resources.

robert f. morrison

Dr. Robert F. Morrison

CEO, Morrison Dental Group

dr. bradley dykstra

Dr. Bradley Dykstra

CEO, MI Smiles Dental Group

dr alex otto

Dr. Alex Otto

CEO, Alcan Dental Cooperative

joshua gwinn

Joshua Gwinn

CEO, Optimize Practice Services

dr. himesh kana

Dr. Himesh Kana

Managing Partner/CMO, Dental Depot DFW

ellie naderi
Moderator

Ellie Naderi

CEO, Oral Health United and WinDSO Member

04:00 PM - 04:50 PMpanel discussion

Women in leadership - Leading teams, delivering outcomes and making an impact

Sun Ballroom

Women dental leaders sharing experiences of how they are navigating their path of growth and development to effectively serve the leadership responsibilities in their dental enterprises.

What you will learn

Skills, mindsets and behaviors that paved the way to leadership.

Developing a style of leadership required to create the maximum impact.

How they deal with stress and burnout in demanding situations.

allison alexander

Allison Alexander

VP Marketing, Darby Dental

teresa williams

Teresa Williams

Consulting, CFO - CLA

ellie naderi

Ellie Naderi

CEO, Oral Health United and WinDSO Member

julie booher

Julie Booher

Chief Strategy Officer, Pepperpointe Partnerships

maria fuertes
Moderator

Maria Fuertes

VP Practice Solutions, CareStack

04:45 PM - 05:15 PM

Closing Remarks

We’re pressing the brakes on Inner Circle 2024 - Save the date for 2025!

Sponsors

Our powerhouse sponsors who make the event possible through their incredible support and presence.

carestackstraumanndarbydental xchangedykema
rectangle healthparadigmmethod procurementpolarissunbitondiemerickson dental technologiessubscribilisota imagingabydecomplete specialty solutionsnatscentpearloptimize practice servicesswellalcan dental cooperative

Book Your Seats Now!

Experience the extravagance of CareStack Inner Circle 2024

General Admission

Register now as a general attendee, and do not miss out the experience

$895.00/seat

The people I met here have taught me more than I could have ever imagined. Thank you to the organizers!

Wow.. We have not seen a dental event organized so well.

play

WATCH 2023 RECAP

The content gave us so much clarity on how to pave the path forward.

Inner Circle is going to be one of the biggest events in the industry.

World Class Venue

Gaylord Palms Orlando, FL

Putting you within a 10-minute drive of Walt Disney World Resort and Disney's Hollywood Studios, Gaylord Palms Resort & Convention Center features an airport shuttle and a free water park.

Upscale, One of a Kind Resort Experience

Luxurious Rooms with Water Park Access

9 Fine Dining Options

Spa & Fitness Centers

Water Parks and Resort Pools

Plus Much More…

gaylord palms
gaylord palms
gaylord palms