The Progressive Dentist

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: In this series finale of the Progressive Dentist Podcast, host Craig Cody explains why he is ending the series, and he invites listeners to visit the library of past Progressive Dentist Podcast episodes for more great tips and information and to reach out to him with any questions or to set up a strategy session. Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

DOUGLASS LODMELL is Managing Partner of Lodmell & Lodmell, P.C., one of the nation's leading Asset Protection Law Firms. Originally from Geneva, Switzerland, Douglass stood out at an early age as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation's leading tax program, New York University School of Law. Today, Douglass' law firm is responsible for protecting over $4 Billion in client assets. Douglass spends much of his time teaching, speaking, and leading thousands of business owners, corporate executives, investors, and other professionals who have often worked most of their lives to accumulate wealth of various types, including real estate and securities. Douglass is also the author of the book The Lawsuit Lottery: The Hijacking of Justice in America. What You Will Learn: Douglass's journey as an asset protection attorney The asset protection structure Douglass created specifically for dental practitioners The most common asset protection mistakes dentists make and how to avoid them Asset protection vs. insurance, and how to determine what is best for your practice How asset protection ties into tax strategy in the dental industry How to protect your assets by setting up a trust How to contact Douglass Lodmell: Website: https://www.lodmell.com/ LinkedIn: https://www.linkedin.com/in/douglasslodmell https://www.linkedin.com/in/douglasslodmell Facebook: https://www.facebook.com/offshoreassetprotection/ Twitter: @lodmell

Dr. Tarun Agarwal represents a new generation of leadership for the dental profession. As a respected speaker, author, and opinion leader, he is changing the way general dentists practice. He maintains a full-time general practice in Raleigh, NC that has faced its share of ups and downs. Despite being an ‘in-network' insurance provider, he's managed to build a successful practice by integrating technology at the highest level. He produces a weekly podcast called ‘TBone Speaks Dentistry' and regularly holds seminars and workshops at his 3D Dentists training center. Learn more at www.TBoneSpeaks.com. What You Will Learn: How to navigate the challenges of non-linear practice growth The biggest mistakes dental practitioners make in their first ten years of practice What dental practitioners can do to generate passive income and build wealth The greatest lessons Dr. Agarwal has taken away from the pandemic Why you need to add more service lines to your offering How to contact Dr. Tarun Agarwal: Website: www.tbonespeaks.com Twitter: @tbonespeaks

Mark graduated from Arizona State University with a B.S. in marketing in 1979. He started his own marketing company managing 60 employees nationwide. He then positioned with 3M Company for five years in the National Advertising Division and was the recipient of several awards for his sales and marketing performance throughout his tenure with 3M. He was recruited by The Center for Professional Development in 1992. Mark worked with Dr. Michael Schuster and analyzed 300 dental practices in the Northwestern territory of the U.S. Together they helped to position dentists for a private care practice model. Mark is now the co-founder and Director of Practice Growth. Mark founded The Growth Into Greatness Institute, which he co-founded with Deb Castillo in 2000. As CEO, Mark's primary responsibility is to provide one-on-one coaching and practice development in areas of profitability, financial management and staff development. He also conducts small retreats for students engaged in the development process. Through his commitment to this work, Mark is passionate about helping others achieve their own greatness, and to aspire to levels of growth and excellence they thought were never possible. One of Mark's favorite verses that has helped and inspired him is in Galatians 6:9: “Don't grow weary in doing good, for in due season you will reap a harvest if you don't give up” What You Will Learn: Mark's journey into dental leadership coaching and development Why your D.D.S degree is really just a passport into higher learning What dentists can do to master the business of dentistry so they can have the greatest impact on their communities Why it is important to surround yourself with other dentists who have already done what you're trying to do Time-saving tips that Mark teaches to help dentists run their practices more efficiently How to contact Mark Battiato: Website: http://www.greatnessinstitute.com/

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: What is included in the new relief bill passed by Congress and the President What has changed with the PPP in the new bill The documentation and qualifications needed to receive a second-draw PPP loan Key talking points to address with your CPA so you can get the most out of the new bill Possible future developments in PPP funding that you should prepare for Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: How to set goals that will drive us to build momentum and get back on track in 2021 Different personal and professional goals you should consider My goal-setting process for the new year Why you should consider hiring a coach or mentor to help with the goal-setting process How to create an actionable plan that will enable you to achieve your goals Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Dr. Sara Zeidan is currently a practicing general dentist in the Bay Area and the co-founder/CEO of DrHuddle. Along with two talented software engineers, DrHuddle.com became a reality, a HIPAA compliant, online platform that facilitates dental referrals between general dentists and specialists. Through DrHuddle, the mission is to add an important software upgrade into the dental field, as dentists can get rid of paper referrals and searching through emails. What You Will Learn: Dr. Zeidan's journey into dentistry What led Dr. Zeidan to create DrHuddle How dentists can use Dr. Huddle to improve their practice How the online, digital patient referral system functions Why DrHuddle is mutually beneficial on both sides of the referral What Dr. Zeidan's team is doing to build the DrHuddle community How to contact Dr. Sara Zeidan: Website: https://www.drhuddle.com/ LinkedIn: https://www.linkedin.com/in/sara-zeidan/ https://www.linkedin.com/company/drhuddle/ Facebook: https://www.facebook.com/drhuddle/ Twitter: @DrHuddleInc

Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer's Real Estate Investing for Women. He's also the Founder and CEO of SmartRealEstateCoach.com and host of Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the '90s and owning a Realty Executive Franchise to running his own investments {commercial & residential) and coaching clients throughout North America. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they're in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month. Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters. What You Will Learn: Chris's journey in the real estate business What it means to buy and sell on terms The 3 key parts of Chris's real estate investing strategy A detailed look at lease-purchase, owner financing, and subject to existing financing How to start investing as a busy working professional Different opportunities and services Chris offers through Smart Real Estate Coach The 3 distinct paydays of every deal, and how lucrative the deals can be How to contact Chris Prefontaine: Website: //smartrealestatecoach.com/ Podcast: //smartrealestatecoachpodcast.com/ LinkedIn: //www.linkedin.com/in/chrisprefontaine/ LinkedIn: //www.linkedin.com/company/smart-real-estate-coach/ Facebook: //www.facebook.com/smartrealestatecoach/ Twitter: @smartrecoach

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: What dentists can do to close out the year and prepare for 2021 The importance of meeting with your CPA before year-end Key talking points you should discuss with your CPA Why you should consider fully-funding your 401k before year-end Resources you can use to lower your year-end taxable income Why you should do a tax projection with your CPA Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Eng is CEO & Founder of Touzi Capital (www.touzicapital.com), an investment company focusing on high cash flow assets in Kansas City. He's the classic immigrant story, born in a refugee camp in Thailand escaping the Khmer Rouge and finding success in data & math in America. A Wharton graduate & economist, former Peace Corps Volunteer, & ex-Apple Data Scientist turned real estate investor with a $65M portfolio finding financial freedom at age 35. Eng also is an advocate for real estate investing tied with tax minimization strategies to build passive cash flow towards financial freedom. To that end, he's also launching an education platform www.financialfreedomdecoded.com where invited members will get a step by step tutorial on how he found financial freedom and build wealth. What You Will Learn: Eng's journey into entrepreneurship and investing Why Eng came out of retirement to start investing The advantages W-2 employees have in real estate investing How to leverage tax strategy to get the most out of your real estate investments Why Eng prefers to co-invest in high cash flow assets for his portfolio Understanding recessions in the real estate market What factors you should be looking at when investing in residential real estate How to contact Eng Taing: Website: www.touzicapital.com LinkedIn: //www.linkedin.com/in/eng-taing-28206111/ //www.linkedin.com/company/touzicapital/ Facebook: //www.facebook.com/Touzi-Capital-104613644660969 Twitter: @engtaing

CEO Dave Roehr leads Proceed Finance with over three decades of experience in banking, finance, and strategic growth. Prior to Proceed Finance, Mr. Roehr was President and Chief Financial Officer of Cabela's Inc. [CAB:NYSE], guiding the company through a time of unprecedented sales growth and retail expansion, and rocketing them past the $1B valuation mark. Included in Mr. Roehr's leadership at Cabelas was his role as Founder, Chairman of the Board, and CEO of World's Foremost Bank, the wholly-owned regulated credit card bank utilized by Cabelas to issue and manage their co-branded Cabelas VISA credit cards and related consumer rewards program. Mr. Roehrs previous roles also include partnership at tax consultancy Grant Thornton LLP, the US member firm of Grant Thornton International Ltd. While at Grant Thornton, Mr. Roehr utilized his CPA and MT (Masters of Taxation) credentials within their public accounting business practice, contributing to revenue growth of over $150M and expansion into nearly 70 countries worldwide during his tenure. Aside from his career leadership roles, Mr. Roehr also contributes guidance to businesses in growth mode via memberships on various boards of directors. Mr. Roehrs current and past board memberships include: The Buckle [BKE: NYSE] Air Methods [AIRM: NASDAQ] Regional Board of Directors for US Bank [USB: NYSE] Security First Bank [privately held] What You Will Learn: Dave's journey into the banking industry Dave's successful career as CFO and President of Cabella's Why Dave chose to come out of retirement to pursue a career in consulting What drew Dave to the niche of high-end dentistry and large case dentistry How Dave's product helps dental practices close more cases and generate revenue How dental practices can take advantage of the opportunities in implantology How Proceed's risk share model is structured, and how it sets them apart from other patient financing partners in the industry How to contact Derick Van Ness: Website: //www.proceedfinance.com/ LinkedIn: //www.linkedin.com/in/dave-roehr/ //www.linkedin.com/company/proceedfinance Facebook: //www.facebook.com/proceedfinance You can learn more and enroll with Proceed Finance here: www.proceedfinance.com/providers/enroll Referral: Podcast – The Progressive Dentist. Contact Proceed Finance at 844-272-7587

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: Why the October 15 filing deadline is the craziest filing deadline in history What questions to ask your CPA as you prepare for year-end tax planning Why it is so important to have your books in order before you start tax planning How the PPP and EIDL will factor into your year-end tax planning Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. He is a straight shooter and has an uncanny ability to explain complex concepts in a simple way that allows clients to see massive results! In his free time, Derick enjoys racing sailboats, creating art, and competing in West Coast Swing dancing. He currently lives in his hometown of Draper, Utah after spending 20 years away living all over the US including Washington DC, Brooklyn, Texas, and Southern California. What You Will Learn: Derick's journey into the world of tax and finance The mission and motivation that pushed Derick to create his company, Big Life Financial How Derick got involved in R&D credits How business owners can leverage R&D credits with their CPA, and how they relate to doctors and dentists specifically The four key questions to determine if your business qualifies for R&D credits How to contact Derick Van Ness: Website: //www.biglifefinancial.com/tax-rebates LinkedIn: //www.linkedin.com/in/derickvanness/ //www.linkedin.com/company/big-life-financial/ Schedule a call: //go.oncehub.com/derickvanness Facebook: //www.facebook.com/groups/BusinessOwnersSuccessLab //www.facebook.com/biglifefinancial YouTube: //www.youtube.com/channel/UCizOCPJqijbE1y2o2ANSCag

Derek Champagne is a serial entrepreneur with over 15 years of experience developing effective marketing campaigns. Derek shares his story of growing up from humble beginnings, on stage at age of 3, his years as a Hollywood musician, and his diverse journey to get where he is today. He is the Founder & CEO of The Artist Evolution, A full-service agency building memorable brands, marketing tools, and campaigns for startups to household brands. Derek is also the author of the best-selling marketing book: Don't Buy a Duck and the host of the popular Business Leadership Series podcast, which also airs as a weekly business show on ESPN radio regionally. Derek is also a published musician with contributions on soundtracks that have been featured on ABC, MTV, Bravo, E!, and Oxygen. What You Will Learn: How Derek became a serial entrepreneur in digital marketing How to stop wasting your marketing spend and find a strategy that works Strategic vs. emotional marketing decisions The importance of integrated marketing campaigns How long you should give your marketing strategy to show a return on investment How to contact Derek Champagne: Website: www.theartistevolution.com LinkedIn: //www.linkedin.com/in/theartistevolution/ //www.linkedin.com/company/the-artist-evolution/ Facebook: //www.facebook.com/TheArtistEvolution/ Twitter: //twitter.com/ArtistEvolution Instagram: //www.instagram.com/theartistevolution/ YouTube: //www.youtube.com/channel/UCdxn3CXfbljlGAugG5v3btQ

M.C. Laubscher is a husband, dad, entrepreneur, investor and podcaster. M.C. is married to the love of his love, Megan and together with their son Christian, they reside in Newtown, PA. He is the creator and host of the top-rated business and investing podcast on iTunes, Cashflow Ninja, and the president and chief wealth & investment strategist at Producers Wealth, a wealth creation and advisory firm headquartered out of Newtown, PA that services clients virtually in the United States and Canada. His purpose and mission are to help producers and creators (entrepreneurs, investors, business owners, and professionals) create, protect and multiply their wealth in ANY Economy and become financially free in 10 years or less. M.C. challenges existing societal belief systems and misinformation around concepts such as money, wealth, saving, investing, speculating, and the concept of retirement. What You Will Learn: How M.C.'s financial framework enables business owners to create, protect, and multiply their wealth in any economy The four fundamental principles of M.C.'s financial framework Why infinite banking is the centerpiece of M.C.'s model How M.C.'s framework can create financial flexibility to grow your business in uncertain times How infinite banking provides business owners with funds they can access today Why business owners need to pay themselves first before the money gets filtered down How to contact M.C. Laubscher: Website: //www.producerswealth.com/home LinkedIn: //www.linkedin.com/in/mclaubscher/ //www.linkedin.com/company/valhalla-wealth-financial/ Facebook: //www.facebook.com/producerswealth/ Twitter: @mclaubscher

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: Common trends we are seeing with tax planning in September 2020 What is causing a lack of communication and planning between business owners and their CPAs Why you should go over your numbers and create a tax plan with your CPA instead of trying to do it on your own Key numbers that affect the accuracy of your books and your tax plan for 2021 How the PPP and CARES Act have impacted your books Why communication with your CPA is key in keeping more of what you make Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Mark J. Podolsky (AKA The Land Geek) is widely considered the country's most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in real estate and raw land since 2001 and has completed over 5,200 unique transactions. Mark's company, Frontier Equity Properties LLC, is an A+ rated BBB real estate company. Mark has achieved this level of success largely due to his core business philosophy – “Happy Customers Guaranteed.” Mark is the host of one of the top-rated podcasts in the Investing Category on iTunes, aptly titled The Best Passive Income Model. He is also the host of the Land Geek Podcast – Work Smart. Earn More. Learn How. What You Will Learn: Mark's background and the story of The Land Geek How to invest in raw, undeveloped land to generate passive income What is happening in the land business today in regards to the pandemic How the property sale process works with Mark's strategy How to ramp up your real estate investing career while you're practicing as a dentist or dental associate How to contact Mark Podolsky: Website: //www.thelandgeek.com/ Website: //www.geekpay.io/ LinkedIn: //www.linkedin.com/in/thelandgeek/ //www.linkedin.com/company/land-geek-enterprises-llc/ Facebook: //www.facebook.com/thelandgeek/ Twitter: @Landguru @TheLandGeek

Mr. Tuinei began his dental career in 2007 while working for 10 location group practice in Phoenix, Arizona, managing all insurance-related functions. During his first few months, he created systems and operating protocols and restructured a 12 person billing department that improved collections from a low 65% to 98%. Simultaneously, Mr. Tuinei learned how to negotiate effectively with 3rd party payors; this gave a boost in annual insurance-related revenue of nearly 1 million dollars for a team of only ten general dentists. Mr. Tuinei's early experience in negotiating with 3rd party payors caught the attention of other large group practices and hundreds of solo dental practitioners in Arizona, Utah, Nevada, Idaho, and Colorado. Consequently, he unintentionally discovered an under-served section of the dental industry: 3rd party payor negotiating (aka insurance fee negotiating). Mr. Tuinei opened Optimum Dental Solutions in September 2009 and rebranded to Veritas Dental Resources in 2015. To date, Mr. Tuinei has worked with over 6,700 dentists influencing over 3 billion dollars of newly negotiated revenue for his clients. Mr. Tuinei currently serves as the President of Veritas Dental Solutions and is a key advisor to various State Dental Associations, CPA firms, and coaching/consulting firms in dentistry. Mr. Tuinei is going on his 21st year as a professional public speaker. He currently serves as the President of Veritas Dental Resources and sits on the Board of Directors for The Dental Business School, Business Ownership Mentoring of America, The Dental Leadership Academy, and a co-host on The Navigating Dental Insurance Podcast. Mr. Tuinei has been recognized by several state Dental Associations and various dental study clubs as The Authority on PPO strategies and PPO fee Negotiating. Please see his most recent article in Dental Economics about how to police unethical and illegal insurance practices. What You Will Learn: Ben's journey into the dental industry How the process of fee negotiations works with insurance companies Why most dental practices don't realize that insurance companies are negotiable Ben's top negotiation tactics and strategies for dealing with insurance companies The benefits and drawbacks of fee negotiations for different types of practices How new dentists can better prepare themselves to negotiate with insurance companies The typical timeframe for a practice to go through the negotiation process How to contact Ben Tuinei: Website: //veritasdentalresources.com/about/ LinkedIn: //www.linkedin.com/in/benjamin-tuinei-464a0318/

Faizan H. Arshad, MD, is the EMS Medical Director for Vassar Brothers Medical Center, part of NuVance Health. With an undergraduate background in Sociology and Psychology, he graduated from Northwestern's Feinberg School of Medicine – Honors Program in Medical Education – and pursued specialty training in Emergency Medicine at Yale-New Haven Hospital. Dr. Arshad completed his EMS fellowship with the Fire Department of New York City while serving as Assistant Medical Director of Manhattan. He then served as the Associate EMS Fellowship Director at Newark Beth Israel Hospital and Deputy System Medical Director for MONOC EMS in New Jersey. His interests include endurance training, cardiac arrest outcomes research, and tactical medicine, having also served with law enforcement as a TEMS physician. He is the EMS Nation podcast and blog founder and is an editorial board member of the Journal of EMS (JEMS). He has recently elected to serve his country as a critical care retrievalist physician in the United States Air Force Reserves. What You Will Learn: Dr. Arshad's background in medicine, and how he ended up in the USAF How Dr. Arshad turned a backyard shed into a multi-use home office Different ways business owners can leverage the TCJA of 2017 How Dr. Arshad took advantage of Sec.179 deductions, 100% bonus depreciation, and QIP Bonus depreciation vs. Sec.179 How Sec.179 creates a substantial financial planning opportunity How to contact Dr. Faizan Arshad: Facebook: //www.facebook.com/PrehospitalNation Twitter: @emscritcare @EMS_Nation

Dr. Jordan Cooper, with numerous accomplishments in both dentistry and entrepreneurship, is one of the nation's leading figures. Unable to restrict his energy to the practice of dentistry alone, Dr. Cooper has started several dental related businesses, built and sold a dental service organization (DSO), and consulted hundreds of dental practices going through transitions. As a result, Dr. Cooper possesses unique expertise in both dentistry and entrepreneurship, an expertise he loves to share with others. Since graduating from the University of Tennessee College of Dentistry in 2006, Dr. Cooper has successfully created and sold seven dental practices, contributed several articles to The Progressive Dentist Magazine, written Chasing the Blue Marlin—an internationally best-selling book on entrepreneurship and self-motivation—received various dental awards, and filled various types of leadership roles across the state of Arkansas. As an expert on the intersection between dentistry and entrepreneurship, and goal-setting and personal achievement, Dr. Cooper wants to share his insights with other passionate individuals, be they entrepreneurs, dentists, or both. What You Will Learn: Dr. Cooper's journey into the dental industry How DPOs can help your practice operate more efficiently The most important lessons Dr. Cooper has learned throughout his entrepreneurial journey Why it is so important to assume an abundance mindset over a scarcity mindset Dr. Cooper's hiring process, and how he approaches delegation in his business The strategy Dr. Cooper used to successfully grow multiple practices How dentists should evaluate potential marketing partners/strategies to design a plan based on their unique goals How to contact Dr. Jordan Cooper: Website: //www.coopersmiles.com/ LinkedIn: //www.linkedin.com/in/drjordancooper/ //www.linkedin.com/company/cooper-family-dentistry/about/ Facebook: //www.facebook.com/cooperfamilydentistry Twitter: @DrJordanCooper

Jordon Comstock is the founder and CEO of BoomCloud. BoomCloud exists to help dental practices create, organize, track, and automate an in-house membership program as a strategy to reduce dependence on dental insurance. Jordon started his career in the dental industry managing a dental lab over 10 years ago and soon realized the need for our industry to create membership programs. He studied UX/UI design, web development, and marketing at the Art Institute of Salt Lake City. What You Will Learn: Four significant ways dental memberships are working for practices during the pandemic How in-house memberships can generate substantial amounts of recurring revenue Why memberships are an ideal solution for patients who are losing dental benefits How memberships can improve patient retention in your practice Why members typically spend 2-3x more than nonmembers Why practices need a cash flow strategy now more than ever Dental Intel's prediction for the scheduling hole in Fall 2020, and what practices can do to prepare The typical implementation process of a membership program How to contact Jordon Comstock: Website: //www.boomcloudapps.com/ Website: //boomcloudapps.com/book/ Website: www.boomcloudapps.com/university LinkedIn: //www.linkedin.com/in/jordoncomstock/ //www.linkedin.com/company/boomcloud/ Facebook: //www.facebook.com/boomcloudapps/ Twitter: @jordoncomstock Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify, and the Dental Compliance Specialists website.

Duane Tinker is a compliance consultant who helps dentists and SDOs establish and maintain their compliance and risk management programs. Mr. Tinker has inspected hundreds of dental offices, audited thousands of dental records, and provided training for thousands of dental professionals. Mr. Tinker is a Subject Matter Expert sought by attorneys who represent dentists in administrative, civil, and criminal actions. A former state board investigator turned consultant Mr. Tinker applies his knowledge and experience to help make dental offices safer for patients, dentists, and their staff. Mr.Tinker hosts a podcast called Talking with the Toothcop. You can find it on your favorite podcast app. What You Will Learn: What practice owners should be doing to stay in front of all the changes posed by the pandemic How to help your employees feel safe and protected during the initial reopening so they can focus on serving patients The importance of keeping an open dialogue with your staff as you adapt your practice to the pandemic Everything that should be happening in a dental practice to keep people protected in addition to PPE Guidelines and regulations you should revisit to ensure your practice is operating in compliance with them, and where to find them What the post-pandemic dental landscape is going to look like from a compliance perspective How to contact Duane Tinker: Website: //dentalcompliance.com/ Email: toothcop@dentalcompliance.com Podcast: //dentalcompliance.libsyn.com/ LinkedIn: //www.linkedin.com/in/duanetinker/ //www.linkedin.com/company/dental-compliance-specialists/ Facebook: //www.facebook.com/dentalcompliance/ Twitter: @ddscompliance Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify, and the Dental Compliance Specialists website.

Damion Lupo's mission is simple: to free a million people from financial bondage. His unique tool is a fusion of financial literacy and a little-known strategy called the eQRP® that allows investors to control their retirement money and get off the wall street roller coaster. He's the Best-Selling Author of 12 books on personal finance, investment, and retirement planning. He hosts the Financial Underdogs podcast, has owned more than 50 companies, and is the founder of his own martial art, Yokido®. Damion is the Chief Honey Badger at the eQRP Co. and the lead architect of the eQRP® — the Ferrari of 401(k)s®. The eQRP® is a unique and powerful system to put individuals in command of their own investments, tapping into the $30 trillion locked away in Wall Street-controlled retirement programs! Damion is also a professional investor with decades of real-world experience that started with the purchase of his first rental using a VISA card advance — a move that snowballed into 150 rental houses in less than 5 years. In 2008 he lost the whole $20 million business only to bounce back and recreate his wealth in 5 years. What You Will Learn: Damion's entrepreneurial journey What Damion took away from his experience as a real estate investor in the economic debacle of 2008 What most people are doing wrong when it comes to planning for retirement The difference between eQRP and a traditional 401(k) Why eQRPs are great for investing in real estate What compliance is out there for an eQRP The process of setting up an eQRP Tax issues to address before setting up an eQRP Different types of investments that people typically hold in an eQRP How to contact Damion Lupo: ***Text the word eQRP to 72000 for a 15-page report on the eQRP and a FREE copy of the QRP book Book: QRPBook.com Website: //www.eqrp.co/ LinkedIn: //www.linkedin.com/in/damionlupo/ //www.linkedin.com/company/eqrp/ Facebook: //www.facebook.com/eqrp.co/ Twitter: @damionlupo

Dr. Nammy Patel, DDS (www.sfgreendentist.com) operates a practice called Green Dentistry in San Francisco and is the author of Age With Style: Your Guide To A Youthful Smile & Healthy Living. A graduate of the University of California's School of Dentistry, she is a leader in the movement to bring environmental sanity and well-being into the dental world. Dr. Patel focuses on helping patients recognize the vital connection between dental health and whole-body health. What You Will Learn: How Dr. Patel defines “green dentistry” and how she built her practice around it What challenges Dr. Patel first faced when making the shift to green dentistry What major changes Dr. Patel has made to her practice during the transition Why building and growing her own practice was stressful for Dr. Patel early on How Dr. Patel blazed trails in green dentistry, and what lessons she learned What key time-saving tips Dr. Patel uses every day How to contact Dr. Nammy Patel: Age With Style by Namrata Patel DDS: //amzn.to/2Wh1Ikt Website: //drnammypatel.com/ Website: //sfgreendentist.com/ LinkedIn: www.linkedin.com/in/nammypatel/ Facebook: www.facebook.com/sfgreendentist/ Twitter: @sfgreendentist  Twitter: @DrNammyPatel

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: New updates to the PPP, EIDL, and how they affect your tax planning strategy When you should apply for forgiveness, and what you need to know about headcount requirements and covered periods before you apply What you need to know as you calculate owner compensation in the covered period The safe harbors for PPP forgiveness Current conditions for qualification and approval of EIDL grants How the EIDL grants affect your PPP forgiveness amount What you can do to prepare for tax season if you have applied for any of these Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Jeff came from a family of eight dentists but went into software engineering instead, and specialized in building website publishing systems. Over the last 13 years, what started out as a favor to his father's dental practice, turned into a business that currently serves over 850 dental practices in seven countries. What You Will Learn: Jeff's entrepreneurial journey in the software industry What dentists should be doing differently when it comes to websites Why it is so important to have original content on your website How to lower your bounce rate and improve your conversion when potential customers are on your website How to track and measure the ROI of your digital marketing spend How long it takes to get results from your marketing campaign How to contact Jeff Gladnick: Website: //www.greatdentalwebsites.com/ LinkedIn: //www.linkedin.com/in/jeff-gladnick-343712/ //www.linkedin.com/company/great-dental-websites/ Facebook: //www.facebook.com/GreatDentalWebsites Twitter: @GreatDentalWeb

Stephen Woessner is the founder and CEO of Predictive ROI, a digital marketing agency, and the host of Onward Nation — a top-rated daily podcast for learning how today's top business owners think, act, and achieve. Onward Nation is listened to in 120 countries around the world with over 28,000+ email subscribers. Since the advent of the commercial Internet, Stephen has collected tens of thousands of data points that have given him the ability to identify what he calls the “8 Money Draining Mistakes” and the “8 Money Making Opportunities.” Darren Hardy, then-publisher of SUCCESS Magazine, interviewed Stephen to discuss how business owners can identify and fix the mistakes. Stephen served in the United States Air Force, spent six years at the University of Wisconsin-La Crosse as a full-time academic staff member and taught digital marketing classes to small business owners throughout the state including the prestigious School of Business at UW-Madison, has owned five businesses, and is the author of three books, “The Small Business Owner's Handbook to Search Engine Optimization”, “Increase Online Sales Through Viral Social Networking”, and “Profitable Podcasting.” His digital marketing insights have been featured in Forbes.com, Entrepreneur.com, The Washington Post, and Inc. Magazine. Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: How the Paycheck Protection Program (PPP) loan has changed recently, and what you need to know about the program What further changes Craig anticipates the government making to the PPP loan and forgiveness requirements How the government has created new options for partnership business that could result in those businesses getting still more money How to reach out to Craig if you have any other questions or need clarification on these new changes Why additional money for business partners may not have any cap, starting at around $40,000 for the first partner and going up Why Craig sees the Economic Injury Disaster Loan (EIDL) as “cheap insurance” to help protect against whatever may happen in the near future What changes Craig believes might happen to the EIDL, and why it is taking a while for small businesses to get approved for EIDL How the use of the EIDL funds can potentially increase your business tax liability due to the use of EIDL funds cutting into your tax deductions How many of Craig's clients are operating under business-as-usual with relatively minor changes, with the exception of restaurants which are still struggling How to access Craig's free course “The Five Simple Ways to Save Thousands on Taxes and How Business Owners Can Start Today” How to contact Stephen Woessner: Sell With Authority Book: //amzn.to/39y7x13 Website: //predictiveroi.com/ LinkedIn: www.linkedin.com/in/stephenwoessner/ //www.linkedin.com/company/predictive-roi/ Facebook: //www.facebook.com/PredictiveROI/ Twitter: @stephenwoessner How to contact Craig Cody: Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Dr. David Maloley started his career as a Dental Officer in the U.S. Army and was stationed in Germany and Italy. He eventually moved to Avon, Colorado to start Vail Valley Dental Care in 2009. Doing an “against all odds” startup in a saturated market and a horrible economy taught him many important life and business lessons. He overcame years of personal and financial challenges and turned it into the practice of his dreams with 3 day work weeks, 40+ ski days, and quarterly vacations. Dr. Maloley is a Certified High Performance and Leadership Coach. He is the co-author of Titans of Dentistry and the host of the Relentless Dentist Podcast. What You Will Learn: Dr. Maloley's journey into entrepreneurship and how he built his own dental practice How Dr. Maloley's experience as a Dental Officer in the U.S. Army compares to practicing dentistry as a private citizen The key lessons Dr. Maloley learned as he grew his dental practice Why you need to invest in yourself and your team to build a successful practice How culture plays an important role in the growth and success of your practice Dr. Maloley's take on case acceptance and what he teaches Strategies that Dr. Maloley would recommend to dentists who are looking to build their practice Dr. Maloley's experience as a dental coach/consultant How to contact Dr. David Maloley: Website: //relentlessdentist.com/ LinkedIn: //www.linkedin.com/in/david-maloley-168b62a4/ //www.linkedin.com/company/the-relentless-dentist/ Facebook: //www.facebook.com/RelentlessDentist/ Twitter: @RelentlessDDS

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: Why the timeline of the PPP extension is unclear What we can expect from Congress's new legislation Everything we know about the forgiveness application so far How to add value to your business by evaluating your team Different ways you can cut your overhead costs to increase efficiency Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

About Drew McLellan: Drew McLellan has worked in advertising for 30+ years and started his own agency, McLellan Marketing Group in 1995 after a five-year stint at Y&R. He also owns and runs Agency Management Institute (AMI), which offers agency management training, consulting and facilitates agency owner peer networks for small to mid-sized agencies (advertising, digital, marketing, media and PR). The mission of AMI is lofty yet simple — help agency owners increase their AGI, attract better clients and employees, mitigate the risks of being self-employed in such volatile business and best of all — let the agency owner actually enjoy the perks of owning the joint. Drew is still active in his agency as well, which has been around for 23+ years and is still cooking, so much to his parents' relief, it seems to be working out. Drew's often interviewed/quoted and published in Forbes, Entrepreneur Magazine, AdAge, New York Times, Washington Post, AdAge, CNN, BusinessWeek, and many others. The Wall Street Journal calls him “one of 10 bloggers every entrepreneur should read.” Drew is also the host of Build A Better Agency podcast, which is among the top 5% of all podcasts produced and features subject matter experts with a depth of expertise in the agency space. When he's not hanging out with agency owners and their staff, Drew spends time with his daughter and pondering why the Dodgers can't seem to win the World Series. Drew has a Master's Degree from the University of Minnesota but alas, he cannot remember their fight song. About Craig Cody: Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: The PPP relief loan, what we can use it for, and what we can't What we know so far about PPP eligibility for deduction What has changed as a result of the new forgiveness application Where the forgiveness application gives us the clarity that we didn't have clarity before What we can make of the IRS/Congress tussle over the PPP guidelines Strategies we can use to mitigate our tax liability until the HEROES Act is passed How the alternative payroll covered period benefits agency owners How agencies can use PPP funds on expenses other than payroll How we can reimburse agency employees for working from home expenses How to avoid mistakes with your application How to contact Drew McLellan: Email: drew@agencymanagementinstitute.com LinkedIn: www.linkedin.com/in/drewmclellan Website: //agencymanagementinstitute.com/ COVID Resources: COVID Resource Page How to contact Craig Cody: Free Book Giveaway: //craigcodyandcompany.com/AMIcovid/ Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Richard Low, DMD is the founder of the Shared Practices Podcast, now the #1 rated podcast in dentistry. Shared Practices gives young dentists a season by season road map to how to find, value, and acquire a successful dental practice. Additionally, their Friday episodes are live, anonymous coaching calls with current practice owners who have given them access to all their practice metrics via Practice by Numbers. Join them on their shared journey to successful practice ownership. What You Will Learn: Dr. Low's journey in dentistry How Dr. Low got into the podcasting space Why content design and organization is such a high priority for Dr. Low How Dr. Low built the top-rated podcast in dentistry right out of dental school How to determine if practice ownership is right for you The major topics Dr. Low has covered in the first four seasons of Shared Practices Why Dr. Low is now creating content for a broader range of experienced dentists What practice ownership has been like for Dr. Low How to contact Bill Black: Website: //www.sharedpractices.com/ LinkedIn: //www.linkedin.com/in/richard-m-low/ Facebook group: //www.facebook.com/groups/sharedpractices/ Twitter: @SharedPractices

Bill Black has been in the pension administration business for over 40 years, and helps clients work toward their retirement objectives. He works with both individual and small business owners in the areas of benefits, retirement planning, and business planning. Bill and his team have the ability to offer a wide range of financial products and services including insurance, annuities and investment products (tax sheltered plans, mutual funds) to help his clients meet their retirement needs. Education Bachelor of Arts, Business Administration and Economics Rollins College Professional Credentials: Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Life and Qualifying member MDRT (Million Dollar Round Table) 15 Time Court of Table (MDRT) 20 Top of Table (MDRT) Licensed in 42 states, Bill truly has a national practice. He has marketed and administered plans in virtually every state in the union. Bill has spoken nationally and internationally on the topics of qualified plans, and is a much sought after speaker. He has been quoted in USA Today and has been a guest on financial radio shows. Bill is certified to teach continuing education to CPAs and insurance professionals. Additionally, he has had numerous articles published in national journals. Bill brings a professional and necessary combination to the marketing effort: comfortable with the explanation of complex ideas and able to put them into easily understood concepts, with the ability to sell. What You Will Learn: Bill's background in pension administration and business consulting How Bill works with closely-held businesses and professionals to save money in taxes through custom-designed retirement plans New adjustments made to the SECURE Act of 2019 Changes to 401k plans in the CARES Act How to calculate the tax on early withdrawals from your defined contribution plan Why you should do a loan instead of a withdrawal How to contact Bill Black: LinkedIn: //www.linkedin.com/in/whblack/?locale=en_US //www.linkedin.com/company/w.h.-black-&-company-inc./about/ Facebook: //www.facebook.com/WHBlackCoLifeInsurance/ CARES Act Powerpoint

Jessica Martin, the owner of Martin Management and co-owner of Martin Dental, a thriving dental office in Eau Claire, Wisconsin, loves sharing ways to help dental offices decrease patient anxiety and make the dental experience positive for every patient. She uses her background in psychology to get to the real reasons why patients feel anxious or fear at the dentist and has created tools for dental offices to remove some of the most common barriers to dental care. Jessica has traveled around the country to teach teams how to do the patient experience better and has been featured on the Dentalpreneur Podcast, WEAU 13 News, has been on the Dental Marketing Guy YouTube show, and was a speaker at the Vivid Progression dental conference in the Bahamas. What You Will Learn: How Dr. Martin applies her psychology background to dentistry Why dental anxiety is going to be significantly higher when we start practicing again What you can do to alleviate the anxiety associated with post-pandemic paranoia How to communicate with patients about how you are ensuring their safety How your team can benefit from learning to read nonverbal cues What teams can do during the downtime to run more effectively in the future How to approach leadership training How to contact Dr. Jessica Martin: Website: www.martinmanagementllc.com Facebook: www.facebook.com/MartinManagementEC LinkedIn: www.linkedin.com/in/martindentaljessica/ eBook: //www.martinmanagementllc.net/ebook Webinar: //www.youtube.com/watch?v=Inq4U4KvzM8

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: The most current facts surrounding the PPP and loan forgiveness How to calculator your average full-time equivalent employees How to use three different calculations to determine the amount of your PPP loan eligible for forgiveness Every expenditure currently covered by the PPP How to navigate the lack of clarity surrounding the PPP and loan forgiveness Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: www.linkedin.com/in/craigcodycpa

Dr. Stephanie Mapp is a 1994 graduate of the University of Florida College of Dentistry. She started her college career following the footsteps of her father who was a psychologist. She chose dentistry after becoming a patient at the dental college and realizing at that time dentistry was lacking female dentists. She obtained early admission to the dental college after only three years of undergraduate work. With over 25 years of dental experience, Dr. Mapp has worked in multiple types of dental settings including corporate group practices in North Florida as well as public health. She started her first practice in 2002 and purchased a second location in 2011. After discovering that most dentists struggle to navigate the difficult landscape of PPO dental insurance pitfalls, she founded her consulting company, Mapp Your Practice, which gives one on one consulting and training to dentists and offices who want to increase their profits by working smarter instead of harder. Dr. Mapp has also contributed to many online dental forums, podcasts, articles, CE courses and two books. She is a member of the American Dental Association, Florida Dental Association, Northeast District Dental Society, Mommy Dentists in Business and was a founding member of Clay Women in Business. In her free time she loves to travel and spend time with her son, three dogs, And ER doctor partner in her home outside Jacksonville, Florida. She can be contacted at DrMapp@mappyourpractice.com. What You Will Learn: How Dr. Mapp prepared herself to start a new practice from scratch Information Dr. Mapp wishes she had when she was planning her first practice How to start learning the business side of dentistry early in your career The importance of continuing education in dentistry Common financial mistakes Dr. Mapp has seen dentists make as they try to grow their practices What dentists should do to best position their practices for sale How to contact Dr. Stephanie Mapp: Website: //mappyourpractice.com/ //familysmiles.com/?fbclid=IwAR0gWD16myREra3IF9xSDS_F-8PwejwnzenYaAh9LbweqwiC2Zt0rclBwfE LinkedIn: //www.linkedin.com/in/stephanie-mapp-b32b4422/ Facebook: //www.facebook.com/DrStephanieMapp

More than just a bestselling author, Sue Hawkes is a keynote speaker, Certified EOS Implementer, Certified Business Coach, WPO Chapter Chair, award-winning and globally recognized seminar leader, and entrepreneur. She is CEO and Founder of YESS! – Your Extraordinary Success Strategies, and brings over 25 years of experience to her clients and has designed and delivered dynamic, transformational programs for thousands of people. She has been featured and is a regular contributor to Inc., Entrepreneur, Forbes, Fortune, Fast Company, HR.com, New York Daily News, Ladders, and Thrive Global. Hawkes has received numerous awards including the Dream Keeper award recognized by the Governor's Council for her leadership program, the Regional U.S. Small Business Administration Women in Business Champion of the Year award, the Exemplary Woman of the Community award, Women Venture's Unsung Hero award, Women Who Lead from Minnesota Business Magazine, and NAWBO Minnesota's Achieve! Vision Award, in addition to being named a 2018 Enterprising Woman of the Year. What You Will Learn: How Sue helps business owners excel through Traction and EOS Why focusing on vision, traction, and ‘healthy' enables you to get the most out of your business What it is like to work with an EOS implementor What you can expect to see as a result of EOS implementation How to develop the visionary-integrator relationship in an organization The benefit of holding Level 10 meetings in your dental practice How to contact Dr. Gina Dorfman Facebook: @YESScoaching LinkedIn: @suehawkes Twitter: @SueHawkesYESS Website: //sayyess.com //suehawkes.com //chasingperfection.net

Adina DiGennaro was born and raised on the North Shore of Long Island, NY. She spent her early years working for a Fortune 500 cosmetic sales company as Chief Administrative Officer for 13+ years. Adina then met her husband who retired from his position as NYPD Detective in 2005 and they have two sons, 13 and 9. Adina and her family love to travel as often as they can, enjoying great food and new places with their friends and family. The DiGennaro family has a rescue Chocolate Lab/Weimaraner mix from Puerto Rico named “Bocce” who has brought a lot of love and joy to their home. Adina has worked for Craig Cody and Company for over three years and says it has been wonderful. What You Will Learn: How Adina ended up with Craig Cody & Co. The role of a personal assistant and the qualities you should be looking for How personal assistants enable dentists to delegate tasks and focus on the responsibilities that keep the practice in motion What it's like to work with a personal assistant, and the impact it can have on your practice All of the different responsibilities that personal assistants can absorb How a personal assistant can grow with your business Why hiring a personal assistant will help alleviate stress in times of crisis

Dr. Gina Dorfman is a practicing dentist and the founder of Dentistry for Kids and Adults, a family practice located just a few miles north of Los Angeles. She is one of the Co-founders of the paperless software, YAPI. Dr. Gina also hosts her own dental podcast, Behind The Smiles, where she dives deep into the business side of dentistry. She's also a published author and has contributed to many dental publications throughout the years. To learn more about Dr. Gina and her topics of lecture, please visit her website, //ginadorfmandds.com/. What You Will Learn: How Dr. Dorfman started Dentistry for Kids and Adults The most important lessons Dr. Dorfman has learned through eighteen years in business Why Dr. Dorfman considers her team to be her greatest asset Common financial mistakes that Dr. Dorfman has seen dentists make Why we need to invest more in our team members Time-saving tips that help Dr. Dorfman's practice excel How to use YAPI in your dental practice How to contact Dr. Gina Dorfman Websites: //ginadorfmandds.com/ //yapiapp.com/ LinkedIn: //www.linkedin.com/in/gina-dorfman-dds-6751a725/ //www.linkedin.com/company/yapi/ Facebook: //www.facebook.com/goyapi/ Twitter: @DrGinaDorfman @yapicentral

Minal Sampat is a Best-Selling author, global speaker, marketing strategist, and a dental hygienist. She launched her first marketing company by breaking a Guinness World Record. Minal has over a decade of experience helping dental practices find success trough connection and engagement strategies. Currently, Minal lives in Washington State with her husband and an extensive shoe collection. Her best-selling book, Why Your Marketing is Killing Your Business, is available on Amazon. To learn more or get in touch, visit MinalSampat.com. What You Will Learn: Minal's journey into marketing and dentistry How Minal has leveraged her experience as a dental hygenist to become a more effective marketer Minal's dental-specific marketing strategies that will bring more patients through your doors. How to build an ideal patient avatar for your marketing strategy How to determine the best use of your dental practice's marketing budget How to contact Minal Sampat Book: Why Your Marketing Is Killing Your Business: And What To Do About It Website: MinalSampat.com Facebook: //www.facebook.com/minal.sampat.rdh.gmm LinkedIn: //www.linkedin.com/in/minalsampatrdh/ Twitter: @minalsampatllc

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: Parts of the CARES Act that small business owners should be familiar with How small business relief works with the CARES Act Who is eligible for the CARES Act How the PPP works and the underlying tone of it Other costs that will be forgiven through the CARES Act Tools and resources you can use to plan your recovery from the COVID-crisis Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: www.linkedin.com/in/craigcodycpa

Mike mi-KAL-o-wits is the author of Profit First, Surge, The Pumpkin Plan, and his newest release Clockwork. By his 35th birthday, Mike had founded and sold two companies – one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned. What You Will Learn: The backstory behind Mike's creation of Profit First Professionals How dental practitioners can make their practices permanently profitable using the Profit First Professionals' unique system. Why sales is not the answer to profitability How dental practices can prepare for their tax bill Why dental practices should do a quarterly profit distribution How to contact Mike Michalowicz Website: //mikemichalowicz.com/ Podcast: //mikemichalowicz.com/podcast/ Books: //mikemichalowicz.com/books/ LinkedIn: //www.linkedin.com/in/mikemichalowicz Facebook: //www.facebook.com/MikeMichalowiczFanPage/ Twitter: @MikeMichalowicz

AKA The Naked Dentist, Curtis educates dentists on the importance of Business Intelligence on a daily dashboard and how it is a crystal ball for the practice. He loves to smile and is often found laughing with friends. What You Will Learn: Curtis's journey into the financial side of dentistry What inspired the creation of Dental Intelligence How the Dental Intelligence software works The importance of using real-time data to make financial decisions for today, not for yesterday The secondary functions that Dental Intelligence offers How Dental Intelligence will help you keep more of what you make How to contact Curtis Marshall Website: //blog.dentalintel.com/ Facebook: Dental Intel LinkedIn: //www.linkedin.com/in/curtmars/ Email: info@dentalintel.com Twitter: @Dental_Intel

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: The best legal options for dentists to keep more of what they make QBI and the deductions surrounding it What you can do to get your taxable income below the $315k mark as you plan for QBI How QBI will impact your financial planning in 2020 Why you should plan for QBI with your CPA Additional Resources: Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: www.linkedin.com/in/craigcodycpa

Dr. Elijah Desmond was born and raised in Navarre, Ohio and is a proud graduate of the Fairless High-school began his college career at age 15. He went on to graduate from Ohio State University as a Dental hygienist. He moved to Honolulu, Hawaii where he started his first of eleven businesses. Elijah now resides in South Florida with his wife and 4-year-old daughter. Dr. Desmond speaks all over the world in 3-4 cities per month and has spoken over 700 hours since he graduated in 2009. He is known for having fun-filled, engaging motivational speaking into all of his events. He provides his audience with tools they can take for life and implement them right away. He is adamant that a fun atmosphere is essential to learning. You may know him for his businesses, Smiles at Sea, international educational conferences on cruise ships where he focuses on two main areas Entrepreneur and dentistry. His cruises focus on two things: FUN and Education. Join him and travel the world 1 tropical destination at a time! He also has an Implant marketing company in which he helps dentists generate high-value dental implant patients! What You Will Learn: How Dr. Desmond became a serial entrepreneur in the dental field How Dr. Desmond has maintained work-life balance in spite of starting eleven businesses and raising a family How block scheduling helps you achieve the ideal balance Dr. Desmond's approach to goal setting, and how it empowers teams to work What Dr. Desmond does to save time while running multiple businesses How to contact Dr. Elijah Desmond Website: www.drivendentalmarketing.com www.smilesatsea.com www.elijahdesmond.com Twitter: @Motivation501 LinkedIn: //www.linkedin.com/in/smilesatsea/ Facebook: Facebook.com/Motivation501

Ms. Poppe has held many positions in the dental industry over the last 20+ years. Her expertise is proven by years of success in all aspects of practice operations. In addition to many years of clinical experience and practice management experience, Ms. Poppe has architected and facilitated numerous practice acquisitions, transitions, and relocations since she co-founded Stepping Stone Dental Partners in 2009. Her valuable experience as an owner and manager of a seven-practice affiliate group refined her process and approach to practice growth and management. Her ability to develop strong dental teams with excellent patient connection and communication skills keep her in high demand in the dental industry. In addition to her transition experience, she has a thorough knowledge of dental insurance, dental procedures, equipment, industry trends and best practice standards for patient service and care. Ms. Poppe has a unique understanding of what it takes to help dentists achieve their practice vision. She is committed to listening to, understanding, and finding solutions for her clients. She delivers a passion and level of communication that truly set her apart. From practice start-up to practice transition, she has the skills and knowledge to implement systems for practice and team success. What You Will Learn: Ms. Poppe's journey into dentistry and practice management How Ms. Poppe helps dentists realize their visions and build their empires Why dentists need to change their approach to inbound marketing How to track the results of your marketing spend How to prepare your team for converting inbound leads How to contact Genevieve Poppe Website: //www.poppepracticemanagement.com/ Schedule a Call: //calendly.com/gpoppe Twitter: @GeniPoppe LinkedIn: //www.linkedin.com/in/genevievepoppe/ Facebook: //www.facebook.com/poppepracticemanagement

With over a decade in the financial services industry, combined with 4+ years of healthcare product and equipment distribution, David Barry provides the unique ability to select customized solutions for doctors seeking practice financing. He also has 17 years of sales and operations management experience and is a former U.S. Army officer. David conducts workshops and lectures regularly regarding healthcare financing at study groups, healthcare societies and TD Bank in-store healthcare continuing education events. He serves as a board member of General Needs, Serving Veterans with Dignity, and is a TD Bank – Metro NY Market Veteran representative. David received his Bachelor of Business Administration from Hofstra University, Master of Business Administration from Dowling College, and Project Management certification from Villanova University. What You Will Learn: What dentists should do during the pre-purchase phase of buying a practice Answers to the difficult questions dentists have when they are deciding to purchase or start a practice How to surround yourself with the right partners How the acquisition process works The role of your financial partner throughout the acquisition process How to contact Duane Tinker Website: //www.td.com/us/en/small-business/healthcare-practice-solution/ Twitter: @dbranger65 LinkedIn: //www.linkedin.com/feed/?trk=guest_homepage-basic_nav-header-signin Facebook: //www.facebook.com/dave.barry.7737

Duane Tinker is a compliance consultant who helps dentists and SDOs establish and maintain their compliance and risk management programs. Mr.Tinker has inspected hundreds of dental offices, audited thousands of dental records and provided training for thousands of dental professionals. Mr. Tinker is a Subject Matter Expert sought by attorneys who represent dentists in administrative, civil and criminal actions. A former state board investigator turned consultant Mr. Tinker applies his knowledge and experience to help make dental offices safer for patients, dentists, and their staff. Mr.Tinker hosts a podcast called Talking with the Toothcop. You can find it on your favorite podcast app. What You Will Learn: Why Duane founded Dental Compliance Specialists How DCS helps dental practices and their patients The different types of engagements in which dentists will benefit from consulting Why dental practices should consider third party record auditing How dental compliance consulting makes dental offices safer for patients, dentists, and their staff. How to contact Duane Tinker Website: //dentalcompliance.com/ Email: toothcop@dentalcompliance.com Podcast: //dentalcompliance.libsyn.com/ LinkedIn: //www.linkedin.com/in/duanetinker/ Facebook: //www.facebook.com/dentalcompliance/ Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify and the Dental Compliance Specialists website.

Randy has been a Principal with CIC Services since 2012. He has been a Marketing and Communications professional since 2007 when he joined Procter & Gamble's Brand Management Group. His career transitions have taken him from P&G to Pfizer Pharmaceuticals to the Ellison Group to Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC. Randy has an entrepreneurial bent and is active in investment real estate. He is an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties. Randy received his Bachelor of Science degree from the United States Military Academy in 1992. Randy resides in Knoxville, TN with his lovely bride of 26 years, Shannon. They have five children. Randy and Shannon helped found a Classical Christian School in Knoxville that is entering its 16th year with over 250 students. Randy still serves as school board president. What You Will Learn: How captive insurance works How dental practice owners can set up a captive insurance company The benefits of using captive insurance vs. market insurance How to get paid out by your captive insurance company Why captive insurance is a great option for larger practices How to contact Randy Sadler Website: cicservicesllc.com Phone: (865) 599-6104 Email: Randy@cicservicesllc.com Facebook: //www.facebook.com/captivatingthinking/ LinkedIn: //www.linkedin.com/in/randy-sadler-2746644/

Dr. Nicholas is a Maryland area dentist who is part of a tradition of dental comfort and care. Dr. Nicholas, a 1987 graduate of the University of Maryland Dental School, has dedicated his professional career to providing you with the best that dentistry has to offer. Dr. Nicholas has completed courses in cosmetic dentistry, endodontics, orthodontics, restorative dentistry, implant dentistry, periodontal (gum) therapy and infection control. He is a member of the American Dental Association, Maryland State Dental Association, Academy of General Dentistry, Dental Organization of Conscious Sedation, and the American Academy of Cosmetic Dentistry. Specializes in: Efficiency, Clinical, and Practice Management Systemization, Accelerated Hygiene. What You Will Learn: Dr. Nicholas's background and journey into dentistry The different services Dr. Nicholas offers to the dental community How Dr. Nicholas got into dental coaching and continuing education Dr. Nicholas's work with Monday Morning Dentistry, The Smile Protection Plan, the Dental Assistant School of Maryland, and Nicholas Dental Care How dentists can delegate while ensuring the quality of work What helped Dr. Nicholas achieve success and the financial mistakes that did the opposite How to contact Dr. Aaron Nicholas Website: //mondaymorningdentistry.com/ //dental-maryland.com/ //smileprotectiondentalplan.com/ //dentalassistantmaryland.com/ Twitter: @NicholasDental Facebook: //www.facebook.com/NicholasDentalCare/ LinkedIn: //www.linkedin.com/in/aaron-nicholas-a0986914/

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: How good bookkeeping can put more money in your pocket Why good books can help us grow our collections number How organizing our books can help us measure our expenses to increase efficiency Why proper bookkeeping can help us read our net profit and keep more of what we make Why bookkeeping impacts your ability to make decisions as a business owner Additional Resources: Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Bryan L. Elwood focuses his practice in the corporate, transactional, and finance sectors, advising clients in negotiating and implementing asset and equity acquisitions and dispositions, corporate restructurings, and financial transactions. He has extensive experience advising dental support organizations, large dental practice groups, individual dentists, and other health care providers in a variety of corporate and regulatory matters, including buying and selling dental practices, forming dental support organizations, and preparing and implementing business support and other related agreements between dental support organizations and dental practices. In addition to his dental and other health care legal work, Bryan also provides general corporate governance and business transaction services to clients across all industries and has significant experience representing creditors, debtors, and other parties-in-interest in the areas of creditors' and debtors' rights and complex bankruptcy cases. Prior to joining Parsons Behle & Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division). What You Will Learn: How the practice acquisition timeline typically works, and why Bryan compares the process to a courting relationship Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement What other work Bryan does for dentists and dental practices alongside his work in practice acquisition How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters Why Bryan sees a lot of new opportunities for people working in today's dental environment, and what advice he would offer about doing things right the first time How to contact Bryan Elwood Telephone: (801) 536-6781 Email: delwood@parsonsbehle.com LinkedIn: www.linkedin.com/in/bryan-l-elwood-2034a48/ Prior to joining Parsons Behle & Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division). What You Will Learn: How the practice acquisition timeline typically works, and why Bryan likens the process to a courting relationship Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement What other work Bryan does for dentists and dental practices alongside his work in practice acquisition How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters Why Bryan sees a lot of new opportunities for people working in today's dental environment, and what advice he would offer about doing things right the first time How to contact Bryan Elwood Telephone: (801) 536-6781 Email: delwood@parsonsbehle.com LinkedIn: www.linkedin.com/in/bryan-l-elwood-2034a48/