Agenda:
Breakfast & registration – 7 a.m.
Lecture – 8 a.m.
Lunch – 12-1 p.m.
Dismissal & Cocktails – 4-5 p.m.
General Session includes the following 3 courses
Course Description #1: The Dream Patient Journey: Designing an Intentional Patient Experience That Drives Growth
Every patient interaction shapes trust, treatment acceptance, and long-term loyalty. This course explores The Dream Patient Journey, a practical framework for creating a consistent, patient-centered experience from the first phone call through ongoing retention. Participants will learn strategies to improve communication, streamline workflows, enhance patient satisfaction, and support sustainable practice growth.
Course Objectives #1:
- Define the seven stages of the patient journey.
- Improve patient communication and case acceptance.
- Enhance operational efficiency through systems and workflows.
- Strengthen patient retention and long-term practice growth.
CE: 1 Lecture CE Credit
CE Code: 550
Prerequisite: None
Meet the Instructor: Cassie Tallon
Cassie Tallon is the Founder and CEO of The Fractional Match, a fractional COO and CMO consultancy serving dental practices, DSOs, and dental technology companies. With more than 20 years of operations experience and over 100 practice acquisitions under her belt, she helps clinical leaders build the infrastructure that drives predictable, scalable growth. She is an advisor to leading dental technology companies, a two-time published author, and a national keynote speaker.
Course Description #2: AI Dentistry: Diagnostics, Case Presentation, and Practice Growth
Artificial intelligence is transforming dental practice by enhancing diagnostic consistency, improving patient communication, and supporting more confident treatment presentations. This course explores practical applications of AI in radiology and clinical workflows, demonstrating how AI-assisted insights can reduce diagnosis fatigue, improve case acceptance, and support practice growth. Attendees will also learn how AI can help calibrate diagnosis, treatment recommendations, and patient communication across providers while maintaining clinical autonomy and professional judgment.
Course Objectives #2:
- Understand how AI augments radiographic interpretation to improve diagnostic confidence and consistency
- Identify how AI-supported visuals and insights improve patient communication and case acceptance
- Evaluate practical ways AI can be integrated into practice workflows to improve production outcomes
CE: 1 Lecture CE Credit
CE Code: 550
Prerequisite: None
Meet the Instructor: Sheela Roth, BS, RDH
Sheela Roth, is Head of Clinical Education at Pearl, where she leads initiatives focused on practice transformation, clinical performance, and dental AI integration. A former Chief Operating Officer of a large private practice serving over 13,000 patients, she brings extensive experience in clinical operations and business growth. Sheela is also the founder of Absolute Dental Business Solutions and a graduate of Loma Linda University.
Course Description #3: CBCT Mastery: Diagnosing the Unexpected, Why It Matters, What You’ll Find, and Responsibilities Of A Clinician
Incorporating CBCT into the dental practice opens the door to enhanced diagnostic and treatment planning capabilities. But recognizing potential pathoses in the jaws and neighboring structures is critical when evaluating CBCTs. This course will provide tips for reviewing CBCT scans and discuss a variety of radiographic findings in and around the jaws.
Course Objectives #3:
- Review the principles of CBCT technology, radiation, dose, and how to systematically review a CBCT scan and interpret findings
- Indications: ADA guidelines for 3D
- Radiation dose: 2D vs 3D doses and mention ULD
- Medico-legal considerations: Who is responsible for reading CBCTs, what is the view of our professional association like the ADA, when do CBCTs need to have a report, and how can I reduce my liability
- Examples of findings in the jaws, TMJ, airway, sinuses, and soft tissue
CE: 1 Lecture CE Credit
CE Code: 730
Prerequisite: None
Meet the Instructor: Dr. Peter Green
Dr. Peter Green is a board-certified Oral and Maxillofacial Radiologist and founder of Oral Radiology Consultants in Raleigh, North Carolina. He earned his DMD from the Medical University of South Carolina and completed a residency and Master of Science degree in Oral and Maxillofacial Radiology at the University of North Carolina at Chapel Hill. Dr. Green also serves as an Adjunct Assistant Professor at UNC and is a Diplomate of the American Board of Oral and Maxillofacial Radiology.
Afternoon Break-Out Sessions
Breakout Session #1 Course Description: SMARTER. SAFER. STRONGER. OSHA, HIPAA & Infection Control Essentials for the Dental Team
Stay current on the latest OSHA, HIPAA, cybersecurity, and CDC infection control requirements. This course provides practical strategies to improve compliance, reduce risk, strengthen patient trust, and create a safer clinical environment for both patients and staff.
Breakout Session #1 Course Objectives:
- Maintain OSHA and HIPAA compliance within the dental office
- Protect patient information and reduce cybersecurity risks
- Apply current CDC infection control recommendations
- Improve safety, efficiency, and regulatory readiness in daily practice operations
CE: 3 Lecture CE Credits
CE Code: 2 CE 566 & 1 CE 148
Prerequisite: None
Meet the Instructors: Paul Sauressig & Rick Simmons
Paul Sauressig has more than 20 years of experience in dental technology, practice management software, and infection control solutions. He has co-founded several dental-focused companies, including Five Lakes Professional Dental Solutions, Med Pro Technologies, and MCS Infection Control Solutions. Rick Simmons is a 30-plus year industry professional specializing in regulatory compliance, and he’s created safety programs for hundreds of dental practices and performed site inspections in more than 1,000 offices.
Breakout Session #2 Course Description: A–Z Roadmap for Digital Dentistry: From Diagnostics to Comprehensive Analysis, Treatment Planning to Guided Surgery and Predictable Restorative Success
Comprehensive overview of the modern digital implant workflow, demonstrating how CBCT imaging, intraoral scanning, treatment planning software, 3D printing, and milling technologies work together to improve surgical accuracy, restorative outcomes, and practice efficiency. Participants will learn how to implement guided implant surgery from diagnosis through final restoration, including the design and fabrication of surgical guides, provisional restorations, and definitive prosthetics.
Breakout Session #2 Course Objectives:
- Understand the principles of digital implant workflows, including CBCT imaging, intraoral scanning, and virtual treatment planning
- Identify key anatomical considerations and restorative-driven principles for predictable implant placement
- Evaluate the benefits and limitations of guided implant surgery compared to conventional implant placement techniques
- Design and fabricate surgical guides using 3D printing technologies to improve surgical accuracy and efficiency
- Incorporate milling technologies into implant workflows for the fabrication of custom abutments, provisional restorations, and definitive prostheses
- Review clinical cases demonstrating successful utilization of guided surgery, 3D printing, and CAD/ CAM milling technologies
CE: 3 Lecture CE Credits
CE Code: 690
Prerequisite: None
Meet the Instructor: Dr. Michael Wehrle
Dr. Michael Wehrle graduated from Baylor College of Dentistry and completed a General Practice Residency through Worcester City Hospital and the University of Massachusetts. A Fellow of the Academy of General Dentistry and Associate Fellow of the American Academy of Implant Dentistry, he has completed over 1,000 hours of advanced education in implant dentistry and orthodontics. Dr. Wehrle is founder of the Wisconsin Implant Institute Center and remains active in community and international outreach initiatives
Breakout Session #3 Course Description: Advanced Biofilm Management: Therapeutic Air Polishing & Systemic Health Insights
This course explores the science of biofilm formation and disruption, emphasizing the role of therapeutic air polishing as a minimally invasive, efficient, and patient-centered approach to care. Participants will gain practical knowledge on incorporating air polishing into periodontal therapy and implant maintenance, improving clinical outcomes while enhancing patient comfort. Special attention will be given to the growing body of evidence linking periodontal inflammation with systemic conditions, including diabetes
Breakout Session #3 Course Objectives:
- Explain the mechanism of action and clinical benefits of therapeutic air polishing in biofilm disruption
- Identify appropriate protocols for integrating air polishing into periodontal therapy and implant maintenance
- Evaluate the relationship between periodontal inflammation and systemic conditions, including diabetes
- Discuss how effective biofilm management supports improved outcomes in patients with diabetes and contributes to overall systemic health
CE: 1.5 Lecture CE Credits
CE Code: 490
Prerequisite: None
Meet the Instructor: Kayla Alspach, RDH
Kayla Alspach, RDH, brings experience in clinical hygiene, operations, implementation strategy, and relationship management. Having served as both a practicing hygienist and Regional Account Manager at HuFriedy Group, she combines clinical expertise with operational insight. In her current Clinical Implementation leadership role, Kayla helps dental teams improve workflows, communication, patient experience, and long-term practice success.
Breakout Session #3 Course Description: Varnishes for Caries Prevention and Biofilm Focused Care
Preventive dentistry continues to evolve as research highlights the critical role of biofilm management in maintaining oral and systemic health. This course explores current evidence supporting caries prevention strategies and the use of fluoride varnishes as part of a comprehensive preventive care approach. Participants will examine the relationship between biofilm control, disease prevention, and patient outcomes while discussing practical applications for incorporating preventive therapies into everyday clinical practice. Attendees will leave with a greater understanding of risk-based prevention and strategies to support long-term oral health across diverse patient populations.
Breakout Session #3 Course Objectives:
- Review current evidence supporting preventive dentistry and caries management strategies.
- Discuss the role of biofilm-focused care in promoting oral and systemic health
- Identify the clinical benefits of fluoride varnish applications in caries prevention
- Evaluate preventive treatment approaches that support improved patient outcomes and long-term oral health.
CE: 1.5 Lecture CE Credits
CE Code: 490
Prerequisite: None
Meet the Instructor: Stephanie Clevenger, RDH
Breakout Session #4 Course Description: Profit Hiding in Plain Sight: Maximizing Production Per Visit and Strengthening the Revenue Cycle
Most practices are not losing money due to a lack of patients. They lose it to production that is never captured, treatment that is never completed, and revenue that leaks through documentation gaps and broken follow-up. This business-focused session helps dentists, office managers, and administrative teams find that lost profit and build the systems that protect it. You will leave with a practical framework for maximizing production per visit, strengthening the revenue cycle, and lifting treatment acceptance, all while keeping billing ethical and compliant. The goal is simple: a healthier bottom line built on the dentistry you already do.
Breakout Session #4 Course Objectives:
- Identify common sources of revenue leakage within the dental practice
- Recognize legitimate coding and billing opportunities that support accurate reimbursement
- Implement documentation best practices that strengthen claim submission and reduce denials
- Discuss strategies to improve treatment acceptance and increase case completion
- Evaluate revenue cycle processes, including benefit verification, claim management, and collections workflows
- Develop systems that improve operational efficiency and support long-term financial performance
- Differentiate between ethical revenue optimization and non-compliant billing practices
CE: 1.5 Lecture CE Credits
CE Code: 550
Prerequisite: None
Meet the Instructor: Cassie Tallon
Cassie Tallon is the Founder and CEO of The Fractional Match, a fractional COO and CMO consultancy serving dental practices, DSOs, and dental technology companies. With more than 20 years of operations experience and over 100 practice acquisitions under her belt, she helps clinical leaders build the infrastructure that drives predictable, scalable growth. She is an advisor to leading dental technology companies, a two-time published author, and a national keynote speaker.
Breakout Session #4 Course Description: Membership Dentistry: From Afterthought to Revenue Driver
Dental membership plans have become an increasingly valuable tool for practices seeking to reduce insurance dependence, strengthen patient loyalty, and create predictable recurring revenue. This course explores how to transform a membership program from a passive offering into a strategic practice growth system. Participants will learn proven strategies for increasing membership enrollment, improving team engagement, enhancing patient communication, and tracking key performance metrics. Through real-world case studies and practical implementation tactics, attendees will discover how successful practices leverage membership programs to improve patient retention, increase treatment acceptance, and support long-term financial stability.
Breakout Session #4 Course Objectives:
- Define the role of membership programs as a patient retention and revenue growth strategy
- Differentiate membership plans from traditional dental insurance and discount plans
- Identify key performance indicators used to measure membership program success
- Implement team-driven strategies to increase membership enrollment and patient engagement
- Apply communication techniques that effectively present membership benefits to patients
- Evaluate marketing and operational systems that support sustainable membership growth
- Develop an action plan for integrating membership programs into the overall practice business strategy
CE: 1.5 Lecture CE Credits
CE Code: 550
Prerequisite: None
Meet the Instructor: Ryan Corby
