INNER CIRCLE 2025

inner circle 2025 logo with date

A fresh take on scaling your dental organization starts in...

62

DAYS

11

HOURS

30

MINUTES

Registration is limited to the first 150 dental practices. See Detailed Pricing

Hosted By
carestack logo
straumann logo
darby logo
semicircle pattern

Who Is IC 2025 For?

  • Dental Group Executives
  • Dentist Founders & Operators
  • Emerging Groups
  • Specialty Practice Leaders
  • Mid-Size DSOs
  • Office Managers

What Is Included ?

  • 2 Day Exclusive Event Access
  • Ample Networking Opportunities
  • 3 In-Depth Workshops
  • Access to World Class Speakers
  • 2 Captivating Keynotes
  • Evening Receptions
⚡ Earn up to 4.5 CE Credits
inner circle 2025 logo with date

You will not find another conference like this. 

When it comes to building and scaling dental practices, so much of what we believe is based on some authority figure telling us that something is true. 

Inner Circle 2025 is a genuine attempt to make you wary of the ideas you inherit, help you break out of the herd mentality, and innovate completely brand new solutions to familiar problems involved in practice management. 

Hosted at the Gaylord Palms in Orlando, FL Inner Circle remains an intimate size, accommodating only the first 150 dental practices that register to maintain an exclusive experience. Big enough to be fascinating, small enough to be totally accessible. Open up your minds, connect with peers and simply refresh your perspective.

Speakers

duncan wardle
keynote

Duncan Wardle

Former Head of Innovation & Creativity at Disney

Micael Buckle
keynote

Micael Buckle

CEO of IntHRface and Chief Executive Facilitator of the LEGO® SERIOUS PLAY® Methodology

Emily Gregory, MD
workshop

Emily Gregory, MD

Senior Master Trainer, Crucial Learning

Tanner Applegate
workshop

Tanner Applegate

CEO & Founder, Unify

Tim Otto
workshop

Tim Otto

CEO & CoFounder, Alcan Dental Cooperative

Santosh Patel
emcee

Santosh Patel

President and Co‑Founder, Complete Specialty Solutions

Paul Kaiser
workshop

Paul Kaiser

CEO DentalXChange

Mike Peluso
workshop

Mike Peluso

Chief Product and Strategy Officer, Rectangle Health

Dr. Eric J. Roman
workshop

Dr. Eric J. Roman

Founder, 1LifeSystem and DrEricJRoman.com

Josey Sewell, RDH
workshop

Josey Sewell, RDH

Co-founder of joyFULL People

Katie Post, DDS
panelist

Katie Post, DDS

CEO, Northwest Dental Group

Dr. Peter Boulden
panelist

Dr. Peter Boulden

Founder, Atlanta Dental Spa / BulletProof Dental Podcast Host

$995.00

Agenda

Day 01

Thursday, Feb 06, 2025Expand All
05:30 PM - 07:30 PM

receptionRegistration & Welcome Cocktail Reception

Sun Foyer & Sun Lobby

Join us for the opening of IC 2025 with our Welcome Reception. Indulge in handcrafted cocktails and delectable appetizers while mingling with fellow conference attendees, esteemed industry professionals, and valued sponsor partners.

Registration will be available for all attendees from 5:00pm to 7:00pm for badge collection. Let's kick off IC 2025 as we look forward to two days of an enriching and inspiring conference experience.

Day 02

Friday, Feb 07, 2025Expand All
08:00 AM - 09:00 AM

Breakfast and Registration

Sun Foyer & Sun Lobby

Start your conference day right with a hearty breakfast available from 8:00 am to 9:00 am. Our registration desk will be open during this time, ensuring you can swiftly collect your name badge allowing you to dive straight into the day's activities.

08:00 AM - 09:00 AM

Private EventUnleash Your Practice's Potential with CareStack’s All-In-One Solution

Miami Ballroom

This private session is available for attendees that are not currently using CareStack and are interested in exploring how CareStack can support their practice operations & growth. 

Join us for a private breakfast event designed specifically for dental practice leaders who are ready to elevate their operations and patient care. During the first morning of Inner Circle 2025, we're offering a private session that combines insights from successful peers with a live demonstration of CareStack. 

RSVP Here

Participants can expect to:

  • Hear from Real CareStack Users.

  • Learn how our software eliminated key pain points and improved their practice operations & efficiency.

Live Software Demonstration

  • Experience our software in action with a live demonstration.

  • Our experts will guide you through the platform's most powerful features, showcasing how it can streamline your workflows, enhance patient management, and boost overall practice performance.

Takeaways

  • Understand how our all in one solution can solve your specific challenges.

  • Gain actionable insights from successful users.

  • Experience a personalized software demonstration.

Nichole Perry

Nichole Perry

Director of Sales, CareStack

Jamie Flanagan

Jamie Flanagan

Partner Development Executive, CareStack

Dr Alex Otto

Dr. Alex Otto

Founder, Kids Tooth Team

09:00 AM - 09:20 AM

Opening Remarks

Sun Ballroom

A warm welcome and kick off to Inner Circle 2025 will be led by our Emcee, Santosh Patel.

Santosh Patel

Santosh Patel

President and Co‑Founder, Complete Specialty Solutions

09:20 AM - 10:20 AM

keynoteThink Different

Sun Ballroom

In his over 25-year career at the world’s most innovative organization – The Walt Disney Company – keynote speaker Duncan Wardle learned many important things about building a profitable business and winning creative culture. The most important? If you want to be different, you have to think different.

As one of the most impactful creativity speakers, Duncan leans on his experiences as the Head of Innovation & Creativity at Disney to take audiences on a journey. Throughout Think Different, they’ll be given a unique set of Innovation Tools and Techniques – the same ones Duncan used with teams inside the Disney organization. These include the breakthrough “What If” creative thinking tool, made famous by Walt Disney himself, who used it to pivot his company from simply an animation house to an entertainment and theme park pioneer.

After this immersive crash course from the acclaimed creativity keynote speaker, your organization’s ability to mine for creativity and innovation will be drastically improved. In the end, your audience will leave with an actionable set of steps they can take to immediately start reshaping your company’s culture, creating a space where innovation thrives, and teams are encouraged and rewarded when they think differently.

duncan wardle

Duncan Wardle

Former Head of Innovation & Creativity at Disney

10:20 AM - 10:45 AM

Break - Sun Foyer & Sun Lobby

10:45 AM - 12:15 PM

workshopMaximize Practice Profitability: Benchmarked Revenue Cycle Strategies for Boosting Your Bottom Line

Sun Ballroom

Discover the key to unlocking financial health and efficiency within your dental organization without delving into the minutiae of daily operations. This workshop is designed for dental practice owners and leaders who aspire to enhance their bottom line rapidly through Revenue Cycle Management (RCM) optimization. Gain insights into what leadership should monitor to effectively gauge the vitality of their practice's RCM.

Embark on a journey to master outcome metrics that truly matter. Identify the metrics that pinpoint breakdowns in your RCM process and explore industry-leading practices to address common challenges that hinder RCM success. This session is your pathway to overcoming obstacles that plague the RCM journey, ensuring a more profitable and streamlined operation.

Workshop Objectives

Understand the critical role of RCM in your organization's financial performance and how to oversee it efficiently.

Learn to measure and interpret key outcome metrics that reflect the health of your RCM.

Adopt best practices for RCM optimization to boost your bottom line without getting bogged down in operational details.

⚡ 1.5 CE credit will be offered for this workshop
Paul Kaiser

Paul Kaiser

CEO DentalXChange

Tanner Applegate

Tanner Applegate

CEO & Founder, Unify

Mike Peluso

Mike Peluso

Chief Product and Strategy Officer, Rectangle Health

12:15 PM - 01:15 PM

Lunch Break – Sun Foyer & Sun Lobby

01:15 PM - 02:45 PM

workshopMastering the Practice Experience System™: Elevate Your Dental Organization to New Heights

Sun Ballroom

What if there is one set of interconnected parts within your practice that when you get it right, it gives you everything you want. Unlock the secrets to unparalleled success in your dental organization with the Practice Experience System™. This workshop is your gateway to achieving clinical excellence, building a devoted patient base, boosting profitability, streamlining operations, and fostering a culture of happiness among your dentists and team members.

Whether you manage a single practice or oversee a network of practices, this immersive workshop will equip you with the tools and insights needed to revolutionize your business. Dive deep into the components of the Practice Experience System™, evaluate your current operations, and leave with actionable strategies to implement immediately.

Workshop Objectives: 

Learn the components and assess how your operations compare to best practices

Determine the highest value opportunities for improvement in your operations

Understand the critical distinction of making this a “system” as opposed to a one-time assessment

Integrate quick solutions for connecting your Practice Experience System™ to your team

⚡ 1.5 CE credit will be offered for this workshop
Dr. Eric J. Roman

Dr. Eric J. Roman

Founder, 1LifeSystem and DrEricJRoman.com

Josey Sewell, RDH

Josey Sewell, RDH

Co-founder of joyFULL People

02:45 PM - 03:15 PM

Break - Sun Ballroom

03:15 PM - 05:00 PM

keynoteLEGO® SERIOUS PLAY® Methodology - A Unique Take on Building Operations, Openness, And Clarity as a Business Owner And Leader.

Sun Ballroom

This interactive and dynamic workshop will give participants a unique opportunity to gain inspiration and insights into how serious play and the LEGO® SERIOUS PLAY® Method can help develop and create success in your dental practice and organization.

When we use our hands in a creative process, we express our thoughts and ideas in a more detailed and nuanced way. This means that they become easier to understand and remember – which creates a more effective dialogue and better results within your business.

LSP uses the diversity of the LEGO® brick. The LEGO® elements act as three-dimensional models of organizational, personal or team-related challenges and issues. The use of constructions and narratives increases mutual understanding of the challenges and issues dental leaders and business owners experience. This makes it much easier to play out realistic scenarios, test different possibilities and identify valuable solutions that can be implemented immediately. The process also effectively promotes knowledge sharing, involvement and inspiration - which strengthens your ability to tackle new challenges with your teams.

Participants can expect hands-on exercises using LEGO® brick materials to unleash new insights into problem solving, decision making, team interactions, and communication. 

Micael Buckle

Micael Buckle

CEO of IntHRface and Chief Executive Facilitator of the LEGO® SERIOUS PLAY® Methodology

05:30 PM - 09:00 PM

Evening Social Event

Coquina Lawn

Step into a world of excitement and celebration as the sun sets and the stars come out to play! Join us for an evening party and reception that promises to be the highlight of IC 2025. Get ready to unwind and make unforgettable memories with fellow conference attendees, industry leaders, and sponsor partners.

Indulge in delicious drinks, delectable bites, and a feast for the senses as you mingle and network in a vibrant atmosphere.

Day 03

Saturday, Feb 08, 2025Expand All
08:00 AM - 09:00 AM

Breakfast and Registration

Sun Foyer & Sun Lobby

Kick off your second day at the conference with a breakfast served from 8:00 am to 9:00 am to fuel up for the presentations ahead.

08:00 AM - 09:00 AM

Private EventSmart Decisions, Healthy Practice: A 5-Year Journey in Data-Driven Dentistry

Miami Ballroom

This private session is available for all attendees that are interested in exploring how CareStack can support their practice growth by utilizing data and metrics to drive operational success.

RSVP Here

In today’s rapidly evolving dental landscape, the key to thriving isn’t just clinical expertise—it’s making informed, data-driven decisions. Join us for a 45-minute masterclass, “Smart Decisions, Healthy Practice,” where we dive into the essential metrics that shape successful dental practices. From financial performance to clinical outcomes and operational efficiency, this session will unpack the data that matters most. Discover how to harness these insights to make strategic decisions that propel your practice forward. Drawing from a five-year journey of real-world application, we’ll explore actionable strategies and share the successes—and lessons learned—along the way. Let’s make some decisions together that will lead to a healthier, more profitable practice!

Ishtiaq Rouf

Ishtiaq Rouf

CEO of West Annapolis Family Dental

09:00 AM - 09:15 AM

Opening Remarks

Sun Ballroom

Our Emcee, Santosh Patel, will recap day 1 of Inner Circle and prep attendees for what's in store for Day 2 of presentations.

Santosh Patel

Santosh Patel

President and Co‑Founder, Complete Specialty Solutions

09:15 AM - 10:45 AM

workshopCrucial Conversations: Tools for Talking When Stakes are High

Sun Ballroom

Whenever you’re not getting the results you want, it’s likely an important conversation either hasn’t happened or hasn’t been handled well. We call these Crucial Conversations—discussions between two or more people where the stakes are high, opinions vary, and emotions run strong.

When conversations turn crucial, people tend to follow one of two ineffective paths: they either speak directly and abrasively to get the results they want but harm relationships, or they remain silent with the hope of preserving relationships only to sacrifice results.

But with the right set of skills people can step into disagreement—rather than over or around it—and turn disagreement into dialogue for improved relationships and results. And our research shows that both individual and organizational success are largely determined by how quickly, directly, and effectively we speak up when it matters most. At the heart of healthy and high-performance organizations are people willing and able to hold Crucial Conversations.

In this engaging session, participants will learn the research-based, time- tested dialogue skills used by more than five million book readers and one million training graduates.



Attendees will learn how to

Handle tough, risky, or sensitive conversations honestly and respectfully.

Foster alignment, agreement, and safety around high-stakes issues.

Speak up to anyone, at any time, about nearly anything.

⚡ 1.5 CE credit will be offered for this workshop
Emily Gregory, MD

Emily Gregory, MD

Senior Master Trainer, Crucial Learning

Tim Otto

Tim Otto

CEO & CoFounder, Alcan Dental Cooperative

10:45 AM - 11:15 AM

Break - Sun Ball Room

11:15 AM - 12:15 PM

storytelling panelVoices Unveiled: Untold Stories and Unseen Perspectives from Industry Leaders

Sun Ballroom

Join us for the captivating finale of IC 2025 as we host a riveting Storytelling Panel featuring two trailblazing dental practice owners. Delve into their remarkable journeys to success as they unveil their unconventional paths within the industry. Prepare to be inspired as they recount their tales of breaking away from conventional norms, charting a distinct course for their businesses. Their narratives will resonate deeply, driving home the overarching conference theme of embracing innovation and pushing the boundaries of creativity in business, leadership, and team dynamics. Don't miss this empowering session that promises to ignite your entrepreneurial spirit and propel you towards new heights of success.

This session will wrap with a moderated Q&A and discussion where attendees will have the opportunity to engage and submit questions to the presenters of this panel.

Katie Post, DDS

Katie Post, DDS

CEO, Northwest Dental Group

Dr. Peter Boulden

Dr. Peter Boulden

Founder, Atlanta Dental Spa / BulletProof Dental Podcast Host

12:15 PM - 12:30 PM

Closing Remarks

Sun Ballroom

A final message and thank you from our emcee - Save the date for IC 2026!

Santosh Patel

Santosh Patel

President and Co‑Founder, Complete Specialty Solutions

12:30 PM - 01:30 PM

Lunch – Sun Foyer & Sun Lobby

Why Should You Attend

01

Hear Empowering Keynotes

Experience two dynamic keynote presentations designed to revolutionize your approach to business leadership, organizational development, team synergy, and effective communication.

02

Network with C-Level Decision Makers

Our conference offers an intimate setting, fostering abundant networking opportunities with fellow dental practice owners, C-level executives, and seasoned industry professionals.

03

Deep Dive into Workshops with Operational Focus

Our three core workshops will allow participants to deep dive into three focus areas of your dental organization allowing you to leave with actionable takeaways to implement the next day.

$995.00

Book Your Seats Now!

Experience a fresh approach to scaling your dental organization.

Dental Practice Owner /
Team Member

Register now as a dental practice owner, and do not miss out on the experience.

Industry Partner /
Sponsors

Register now as a industry partner, and do not miss out on the experience.

$1295.00

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

Past Inner Circle 2024 Updates

play

Watch 2024 Recap

Discover what makes Inner Circle unique by viewing our 2024 highlight video of pivotal moments, key insights, and attendee testimonials.

I love the focus on we can only do this together. So often companies do it their way and seem to care less about what others think.

Keep doing what your doing because it’s absolutely what we need in this market!

Emilee Clark

La Cross Dental

Since my position demands to be in house working at our offices, I don't have time to attend many industry events.

This will be my ONLY event to make time for!!

Stuart McGuiggan

Star Dental Institute

This was a wonderful event, very thoughtfully planned. Great access to speakers and vendors.

My favorite: The inner circle meetings were energetic and informative.

Monica Cappelli

Rifle Dental Care

$995.00
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
Inner Circle 2024
$995.00

Frequently Asked Questions

Where is Inner Circle 2025 being held?

Inner Circle 2025 will be hosted at the Gaylord Palms in Orlando, FL.

When is the conference?

IC25 will be held on February 6-8, 2025. The event will begin on Thursday, February 6 with the Welcome Reception. The conference will kick off on Friday morning, February 7. Please refer to the agenda above for more information.

Is there early-bird pricing available?

Yes! Early-bird pricing is available for Dental Practice Owners/Team & Industry Partners through November 1, 2024. Please visit our pricing section for more information.

If you’re a current CS Customer, please reach out to your account manager for information on special promotions or email innercircle@carestack.com.

What day should we arrive and depart for the conference?

If you’re traveling in from out of state, please plan to arrive on Thursday, February 6, 2025 to participate in our Welcome Reception. It is recommended that attendees depart on Saturday, February 8 after the conclusion of our conference at 12:30pm.

Will there be any social events onsite?

Yes! Inner Circle 2025 will be hosting a Welcome Reception on Thursday, February 6 the evening before the start of the conference.

There will also be a reception and party on Friday evening, February 7. Stay tuned for more details on what’s in store for this fun evening!

What airport should I fly into?

Please arrange to fly into Orlando International Airport (MCO), the Gaylord Palms is a 25 minute drive.

Is there a discounted room block available?

Yes! We have secured a discounted room block for attendees of our conference. Please visit this link to reserve your room in our block.



Please note that rooms are limited and will fill on a first come first serve basis. We recommend reserving your room as soon as possible to guarantee availability.

Will I receive continued education credits for the conference?

Continued Education credits will be offered for the three workshops. Attendees that participate in all three workshops can receive up to 4.5 continued education credits.

Please refer to the agenda for more information on which presentations are eligible for CE Credits.

Are there registration discounts for current CareStack Customers?

Yes! CareStack customers receive a unique discount as being a current user of the platform. Please reach out to your account manager for more information or email innercircle@carestack.com.

$995.00

Sponsors

carestackstraumanndarbyDykemaSupport DDSrectangle healthdental xchangeHeidi HealthBoxly Logoerickson dental technologiesUnify Dentalcomplete specialty solutionsWonderist AgencyOVERJETmethod procurementpearlSMC NationalDenalyticsoptimize practice servicesJazz ImagingpolarissubscribiliHR for Healthsota imagingAHMBirdeyeRemedo LogoOSDentalProDent Financial PartnersVelmeniImplant SeminarsDental Advocacy GroupAvant Garde DentistryConfido Health

Have Questions?

Reach out to our event team at innercircle@sweetpeameetings.com.

PACE

CE Zoom

Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
1/1/2024 to 12/31/2027
Provider ID #373236