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Fraud can happen to any dental practice—and often does. In this episode of Cultivating Business Growth, we're joined by Susan Gunn, Certified Fraud Examiner, and a nationally recognized expert in financial systems and ethics for healthcare practices. Susan shares jaw-dropping real-world stories—including a $1.1 million embezzlement case—and provides actionable steps dentists can take to protect their practices from financial mismanagement and theft. From spotting red flags to implementing simple systems, this episode is packed with value for any dental professional looking to strengthen their operations. In this episode, you'll learn: The most common ways embezzlement happens in dental offices Red flags and behavioral signs to watch for How to set up back-to-back accountability in your financial systems Why leadership and a culture of integrity are your first lines of defense How even minor oversights can cost your practice thousands This is a must-listen for dental practice owners, office managers, and financial professionals who want to build a more secure and trustworthy business.
In this episode of The Authentic Dentist podcast, Dr. Allison House and Shawn Zajas discuss the challenging topic of embezzlement in dental practices. Dr. House shares her personal experience with a trusted employee who stole approximately $100,000 over an 18-month period. The conversation begins with Dr. House recounting a call from a young dentist who recently purchased a practice and noticed discrepancies in the financial records, with an office manager behaving secretively.Dr. House explains how she discovered her own embezzlement situation during COVID when money was taken from a stimulus check, and how she ultimately hired professional help from Susan Gunn to conduct a thorough investigation. She emphasizes that many dental professionals face similar situations, and that it's important to have proper systems in place to detect financial irregularities.The hosts also discuss the challenges of trusting employees, especially in the era of remote work, and the difficulty of balancing trust with appropriate oversight. Dr. House mentions the frequency of calls she receives from other dentists facing similar issues, and her ability to provide resources and guidance based on her 25 years of experience.Toward the end of the episode, Shawn mentions Dr. House's recent honor of hosting a live podcast at the UOP alumni meeting, where she interviewed influential graduates, including Brian Harris.
“Lead with Integrity,” is Susan Gunn's mantra. Susan is going to do just that this next hour, so, hang on, put your cell phones away and listen intently. Susan has a background in corporate America, previously working for a Fortune 500 corporation prior to beginning her own business 26 years ago. She has written 48 books geared for professional practices, primarily focused on financial organization using dual accounting software. Her most recent release was just last month, Managing Accounts Payable in Your Practice, now available on Amazon. She has been recognized since 2005 as A Leader In Consulting by Dentistry Today Magazine, was appointed as an American Dental Association Consultant to the Council, Financial Matter Expert and a Guidelines for Practice Success Expert from 2015‐2020. Susan lives in Arlington, TX and is involved in her community. This is a Podcast CE Episode This course is intended for Dentists & Business Owners AGD PACE Subject Code: 550- Practice Management & Human Relations 0.5 CE credits
As Certified Fraud Examiners, Janice Janssen and Susan Gunn bring you stories straight from the headlines of those who have chosen to commit fraud. These individuals believed they could get something for nothing. They believed the cost of having whatever they wanted, outweighed the cost of getting caught. But they did indeed get caught. Episode Highlights Amtrak $31k Fraud Chiropractic Clinic Fraud $2m+ Dentist Commits $12m Wire Fraud Dr In Office Drug Dealing Greed in Fraud A Doctor, Dentist and NBA Player plus a few others Evaluate your community of friends Quotes “There are so many ways to commit insurance fraud.” “Just because you haven't been arrested, doesn't mean you are in the clear” “In order to commit fraud like this, it seems you need recruiters.” “The stream of victims is much wider than those committing the fraud.” “Insurance fraud comes back on all of us, because we need to pay more on our premiums because there is so much fraud out there.” “She was billing for office visits and she was on vacation, completely out of the State - during these visits the patients met with unqualified providers.” “She wrote controlled substance prescriptions to patients without any need.” “It is greed. Every single time greed is the reason fraud is committed.” “Unrelenting greed gets you into trouble every time.” “If it sounds too good to be true…it is.” Links & Resources Department of Justice Press Releases: https://www.justice.gov/usao-nj/pr/four-people-charged-multimillion-dollar-health-care-fraud-scheme-defraud-amtrak https://www.justice.gov/usao-ndil/pr/suburban-chicago-dentist-charged-orchestrating-12-million-fraud-scheme https://www.justice.gov/Usao-wdmi/pr/2022_0608_Peterson https://www.justice.gov/usao-sdny/pr/us-attorney-announces-charges-against-doctor-dentist-and-former-nba-player-defrauding Harry Markopolos, No One Would Listen about how he uncovered Bernie Madoff's scam Janice Janssen's Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844-664-4487 Susan's Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation
One of Susan's speaking presentations is called Unrelenting Greed. In not one of her embezzlement cases has the embezzler truly been in need, in dire straits, from the spouse losing a job, or a sick child or anything requiring the money that was stolen. Most often the embezzler got themselves into trouble because of the image they wanted to live. Greed. Janice Janssen and Susan Gunn discuss this particular recent headline case, The Chrisley's, in another episode of In The Embezzlement News. Episode Highlights Todd's Background Todd and Julie Chrisley Found Guilty Tape and Glue Why stop now - Julie continues the fraud The Accountant The IRS isn't Stupid Quotes “They intended to defraud multiple banks by providing false information.” “They had physically cut and glued and taped the financial report together, not using photoshop.” “After all of that what does Todd do? He filed bankruptcy for $20 Million Dollars.” “Imagine that - Julie and Todd never paid the rent on the house they fraudulently rented.” “If you have an accountant encouraging fraud and being unethical, WALK AWAY.” “Defrauding the IRS is never a good idea, and yet it happens all the time.” “You need to make sure that your CPA's, Hygienists, Dental Assistants etc are verified and that their licenses are still active.” “That is tax evasion, not lessening your tax burden - how stupid do you think the IRS is?” “The network has a certain societal responsibility to change the titles - the Chrisleys do not know best.” “Deposit all your patient payments, including cash.” “Remember your kids and anyone close to you, because they are watching and picking up what you do.” Links & Resources www.CPAverify.org DOJ Press Release: The Indictment https://www.justice.gov/usao-ndga/pr/federal-grand-jury-indicts-chrisley-knows-best-stars-todd-and-julie-chrisley DOJ Press Release: The Conviction https://www.justice.gov/usao-ndga/pr/reality-tv-stars-convicted-fraud-and-tax-evasion USA Network https://www.usanetwork.com/chrisley-knows-best Janice Janssen's Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844-664-4487 Susan's Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation
In this episode, Susan Gunn shares her personal thoughts around those lives not to be forgotten on Memorial Day. Do not let Memorial Day be the only day you pay respects to our fallen heroes and pray for those they left behind, the gold star families.
Susan Gunn, CFE, is a speaker, author, consultant, and certified fraud examiner. She speaks around the country on the matter of ethics in the dental practice, and that's what we discuss in this episode. How have ethics changed since COVID-19? What are ethics like in today's dental practice versus the one from a decade ago? This and more is discussed here. Susan can be reached at susan@susangunnsolutions.com.
Straight from news headlines, PPP & EIDL frauds abound. It seems that the offer of financial assistance meant to help struggling businesses has brought out the worst in some people. This week on Money In Money Out, Susan Gunn is joined by Janice Janssen for another episode of In The Embezzlement News! Quite frankly, with the number of cases that have been filed for prosecution the first five months of this year, it was hard to pick only 6 cases to talk about. But pick six they did. Susan and Janice talk about businesses that didn't exist, employees not employed, identities stolen for unemployment and the purchases made with our hard earned tax dollars. It is truly intriguing! Episode Highlights 60 cases reviewed - from $15,000 to $21,900,000 36 unemployment cases, 16 involving identity theft What Jags, Mercedes and Lamborghinis all have in common First female accused of Cares Act fraud The many uses of alpaca wool Quotes “Unfortunately fraud will always be around.” “8 people stole 2 million dollars!” “There are photos of the accused fanning out the cash!” “He claimed he had 743 employees… I think he had 10.” “I laughed because yes, I do actually know how easy it is for others to modify tax returns, as a Certified Fraud Examiner!” “We have learned anything is completely possible when you are talking about fraud and embezzlement.” “Alpaca wool is also used in very nice mattresses.” “This guy had good taste, just really bad ethics.” Links & Resources Janice's Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844--664-4487 Susan's Website: SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement
If you are a practice that accepts insurance, you will not want to miss this episode. Susan Gunn is joined by returning guest Teresa Duncan, MS and Dana Moss, to discuss insurance, highlighting ways to save you money and debunking some myths that could be costing you! Episode Highlights Teresa's & Dana's Background Covid-19 Insurance Claims Negotiation Myth Insurance Training Insurance Credentialing Coding Mistakes Quotes “Stop saying that MetLife and Delta will never negotiate - they will if the terms are favorable.” “What stinks is that patient probably knew they were not covered because they were fired, or furloughed.” “Document, document, document - it's the name of the game.” “Never ever send money back unless there is a request for it.” “I hate the number 6 infront of a crown. What number do you prefer?” “Facebook should not be your insurance coordinator training.” “At a minimum get an updated coding book and attend 2 webinars on coding every year.” “I bill on prep date unless I am told otherwise.” “That one simple line ‘radiographs reviewed' can save you a lot of money.” Links & Resources Dana's Website https://ppodentalconsulting.com -- Teresa's Website- https://www.OdysseyMgmt.com/ (sign up for my newsletter!) Teresa's Insurance Webinars - https://odysseymgmt.com/media2/webinars Nobody Told Me That Podcast Drug Addiction podcast: https://nobodytoldmethat.libsyn.com/ Teresa's Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter' for $3 off) -- Susan's Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Prepare Protect Prosper Valuable eBook Free Download
In the news several years ago was an embezzler who faked cancer to try and get out of her prosecution. Janice and Susan could not believe those headlines then. With the continued like cases of this sort worldwide, they decided it would make for an intriguing podcast. They will not disappoint! This week on Money In Money Out, Susan Gunn is joined by Janice Janssen for another episode of In The Embezzlement News! These embezzlement scandals highlight those that faked cancer for gain from those who would open their hearts, and their bank accounts. Episode Highlights Motives Indictments Fraud has no borders Quotes “She didn't spell the name of the cancer doctor correctly on the fake medical bills - that's a little give away.” “Not only did she fake this Cancer but she did it against the Federal Government. Don't mess with Big Daddy.” “Think of the mockery she has made of something as precious as life itself.” “Fraud knows no country alone - we do not own fraud in the United States. Fraud is played out everywhere.” “Just like the rest of embezzlement headline cases, they only get away with it for a short period of time.” “She didn't go ‘oh I forgot. I stole money, let me report that income to the IRS and pay taxes on that.” “Not only are they doing this to strangers, they are stealing from friends and family. Unbelievable.” “I had a 4-5x repeat offender that just hopped states and towns to continue embezzling.” “The fall out from embezzlement is not what the embezzler is thinking of when they are embezzling. They are simply thinking of what they want.” “Trust but verify.” “When you tell the truth, it is easier to remember!” “Embezzlers love chaos because it screens their activities. If you are a practice owner, you need to be aware of your practice's finances.” “Fear of the unknown is a great fertilizer for embezzlement.” Links & Resources Janice's Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844--664-4487 Susan's Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement Prepare Protect Prosper Valuable eBook Free Download
Conflict. This past year has been packed with drama and conflict. 2020 reads like a well written novel. Enter the protagonist, aka COVID-19, who stirred up all sorts of angst and conflict amongst family, friends and communities. Unresolved conflicts can destroy relationships, destroy our very souls. This week on Money In Money Out, Susan Gunn welcomes Katherine Eitel Belt to talk about the courageous conversations needed to manage conflict. Katherine provides information on two four-letter acronyms that will help in guiding you through conflict resolution in your life and business! Episode Highlights The benefits Re-frame G.E.C.O check Rules of conflict management 4 reasons people didn't do what you wanted them to do - A.R.C.H LionSpeak Resources Quotes “This will definitely make work better, but it is bigger than that. Life gets better, and I don't think it is too bold to say that the world can be better.” “I never lose. I either win or I learn something.” “Any relationship personal or professional that doesn't have conflict on a regular basis, isn't growing.” “You can't take someone to a place you haven't been.” “There are times that ‘but' is necessary in a sentence, however ‘but' is rarely necessary in conflict resolution.” “Vulnerability and transparency in a leader is sexy.” “If your audience could see me, I would get down on my knees and beg that once they reach resolution, not to quit. You are only halfway through A.R.C.H.” “Life will hand you opportunities to practice daily.” Links & Resources Katherine's website: www.Lionspeak.net Free Poster G.E.C.O/A.R.C.H: Email Info@LionSpeak.net LionSpeak Blog Specific Blog post Katherine mentions: https://www.lionspeak.net/reacting-to-reality/ -- Susan's Website - https://SusanGunnSolutions.com (sign up for my newsletter) Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Prepare Protect Prosper Valuable eBook Free Download
This past year has been like no other. And the needs of those around us have been great. Businesses have closed their doors and employees are left without a means to put food on the table or pay their rent or utilities. This week on Money In Money Out, Susan Gunn welcomes Theresa Narantic. Theresa has been in dentistry over 35 years growing dental businesses and dental teams. Theresa shares with us her passion for philanthropy and talks to us about embarking on a philanthropic journey. Episode Highlights Reviewing the Texas Snovid Experience Developing the habit of philanthropy Getting Started - Find Your Passion Practice Team Events Quotes “Philanthropy can be something we have to do, because there are always people in need.” “It's not something we HAVE to do, but something we GET to do.” “It is that feeling that you know someone else is down, or out, or in need I always look back and say, but for the love of God.” “Mentoring is where it begins. If you do not get exposed to it, how do you know that there is a reality different from the one you are living?” “We are creatures of habit. If we want to develop a philanthropic attitude, we need to make it a habit.” “When you give, it comes back ten fold.” “It's not the huge large amounts that make the difference, it's the little baggies of coins.” “They are living their philanthropy.” “Take that first step, realize that there is a need, and that without you, it won't happen.” “Whatever you decide it, has to come from inside - there is no right or wrong.” “Teams bond and when they have the same philanthropic purpose, they do good things at a bigger volume. And when a team feels good about what they are doing, they also feel good about each other, about the industry, and it becomes more about what they can do than about their paycheck.” “We don't make a living by what we get - we make a life by what we give.” “The purpose of life is a life with purpose.” Links & Resources Theresa Narantic: http://speaker.dental Susan's Website - https://SusanGunnSolutions.com (sign up for my newsletter) Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Prepare Protect Prosper Valuable eBook Free Download Mentioned in the podcast: Special Olympics Johnny's Ambassador's Maternal Healthcare International Stand Up To Cancer The Mpenzi's on Mission Mission Arlington/Mission Metroplex New York City Slow Food Shoes That Fit Combat Military Hunger Relief Organizations on the front lines with the Texas winter storm needs: Salvation Army Mission Arlington Tarrant Area Food Bank Greater Houston Community Foundation These are just a few that gave shelter and are providing relief. There are many more listed online in every affected area.
This week on Money In Money Out, Susan Gunn welcomes back her friend and colleague Teresa Duncan, MS speaker and owner of Odyssey management to highlight the features of “Shady Dental,” a fictional and not so ethical dental practice. Episode Highlights Crippling temptations of owner dentists of Shady Dental Shady behaviors of Shady Dental team members Teresa and Kevin's reading of “The Hoverboard Dentists” texts What would you do If you worked at Shady Dental? Quotes “I am hearing from others that because of this past year, substance abuse is on the rise.” “When the receptionist needed her alone time, she was going to her car for another bump of cocaine. That explained her erratic behavior.” “Drug addiction does creep in and affect jobs. We need to ensure we do no harm to our patients.” “Precedence is always set at the top of the business.” “Sometimes they walk right past the front desk without paying.” “Forgiving patient co-pays is illegal but is being used as a marketing tool!” “At Shady Dental there is a lot of equipment turn-over, a lot of supplies turnover, because it walks out the back door.” “Shady Dental also hires a new hygienist from a near-by practice, so that she will bring her patient base with her.” “Leadership in the practice matters. If the doctor does not lead, someone else will step into that role to lead. And they may not like who takes the lead.” “I love talking to the dental students, being able to make a difference in what they are going to go through down the road. It is so important.” “If you are an Associate Doctor, you need to learn to run your own reports.” “How much caffeine do you need to run a practice for crying out loud? Hopefully she was buying Starbucks for everyone.” Links & Resources Teresa's Website- https://www.OdysseyMgmt.com/ (sign up for my newsletter!) Nobody Told Me That Podcast Episode 70: Fraudulent Hoverboard Dentist Dramatic Reading Nobody Told Me That Podcast Drug Addiction podcast: https://nobodytoldmethat.libsyn.com/ Teresa's Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter' for $3 off) -- Susan's Website - https://SusanGunnSolutions.com (sign up for my newsletter) Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Prepare Protect Prosper Valuable eBook Free Download
This week on Money In Money Out, Susan Gunn is joined by Janice Janssen for another episode of In The Embezzlement News! This embezzlement scandal takes place in Dixon, Illinois, where the City Comptroller steals millions, forcing the city to the brink of budget failure. To date this case is known as the largest municipal fraud in US history. Episode Highlights Kathe Swanson - The Whistleblower Rita A. Crundwell - The Embezzler Mayor Jim Burke - The Mayor and Confidant of Kathe How Rita embezzled How Rita got caught How to avoid embezzlement How Dixon is recovering Quotes “If a fraud of this magnitude can happen in Dixon, it can happen anywhere.” “There were years the city had to take out loans to cover the amount she stole.” “We both said good Lord Almighty, she STARTED with a 181k dollar theft! Dental embezzlers are brazen but have never started out with a theft so high!” “You would be surprised how often we find records where the embezzlers are keeping track of how much they have stolen.” “They said it would take her 120+ years to pay the restitution.” “She had 400 horses on 22 farms in 13 states.” “She liked her jewelry gaudy.” “There is a lot of misplaced trust that the bank is watching, but they are not watching as much as you think they might be.” “Managing your own business is really the most effective tool for oversight.” “It is so important to have an outside entity review your information.” “Trust without verification can lead to betrayal.” Links & Resources Nobody Told Me That podcast: Fruitcakes & Fraud: The Collin Street Bakery Embezzlement All The Queen's Horses movie about Rita Crundwell Lies Breed Lies podcast about current EIDL & PPP fraud -- Reach Janice at Janice@GTSGurus.com. Or call 844-664-4487 -- Susan's Website: https://susangunnsolutions.com Or call 888-994-3167 Books Online
Opening the new year, Susan is joined with podcast guest Katherine Eitel Belt to talk about being a leader in the midst of all the unknowns of 2021! How do we best apply the leadership lessons learned in 2020 to lead into 2021? Episode Highlights The Lioness Principle Vision Alignment Conversation Transparency with Your Team Purpose of Vision and Values Quotes "Some dentists have been blindsided into leadership roles they were not prepared for, but needed to fill." "Words are SO important in communicating clearly." “Encouragement is a lost word - to pull another person out to be the very best person they can be.” “The Lioness Principle is about how we help people discover that they can be and do more, rather than just give them the answers” “People can't read your mind. People don't know what we are about and where we are going and what we are shooting for, trying to build, unless we lay it out for them so clearly and so inspirationally that they want to follow. That they are inspired to follow.” "What we give people through this is an invitation. We aren't demanding anything. We are inviting them into the future as we see it." “Great leaders have to communicate two things: clarity and inspiration. One without the other is an incomplete communication.” "Authenticity and transparency in a leader is sexy, not weak!” "It is in battle where leaders are born." Links & Resources For Katherine's Help, https://www.lionspeak.net 800-595-7060 For Susan's help, susangunnsolutions.com 888-994-3167 Nobody Told Me That: Fruitcakes and Fraud with Susan Gunn, CFE https://www.ataleoftwohygienists.com/alldpnepisodes/holiday-edition-fruitcakes-and-fraud-with-susan-gunn-cfe/ -- Susan's Website: https://susangunnsolutions.com Susan's Books: https://susangunnsolutions.com/shop/
Certified Fraud Examiner and good friend of the show Susan Gunn is back! She details the case of the Collin Street Bakery embezzlement. It was a small business with high revenues - sound familiar? Take the lessons from this case and do an assessment of your office. Are you at risk? To be honest, your practice is always at risk. What matters is how fast you find the shadiness. This thief was pretty eccentric. Did you know they made mattresses from horsehair? Who knew! Episode 66 Highlights Money In, Money Out - Susan’s podcast Entitlement Collin Street Bakery’s embezzlement case Horse hair mattress Evolution Steps you can take Quotes “Embezzlement is not limited to dentistry.” “Over 8 years He wrote 888 checks that totaled $16.6 million." Jaw dropper: “They bought a $40,000 horsehair mattress.” Owning “gold bars is a next level thing.” “I think bringing in an outside auditor is one of the smartest things you can do as a small business owner.” “The most money an embezzler will take is at the end.” Sometimes this is true: “Lying can be common (among trusted employees)." ---------- Resources from the episode: Just Desserts - article about the case Discovering An Eight Year Long Scam | American Greed | CNBC Prime Collin Street Bakery | Collin Street Bakery ADA Survey: Employee Theft in the Dental Practice Horsehair mattress! Bernie Madoff - Movie, Sons & Ponzi Scheme Harry Markopolos's book on the Madoff case: No One Would Listen: A True Financial Thriller Links **If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!** Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!) Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off
Seth Lookhart aka The Hoverboard Dentist is sentenced for violations ranging from Medicaid fraud and organ harvesting. What?? He’s not just a doc on a board - there’s more. We also discuss the fines levied against a doctor who was alleged to not do enough to protect employees. How could they have avoided this? Have you ever planned criminal behavior over text messages? One day we may do a dramatic reading of them. Stay tuned! Episode 5 Highlights Violation of Coronavirus Safety Guidelines lawsuit Hoverboard dentist court case Quotes This doctor “was fined nearly $10,000 for violating Coronavirus safety guidelines” “OSHA was set up to protect the employee” “I hope they went to management, and didn’t go straight to OSHA” “My job as a manager is to protect you” “The stakes are higher, you have employees that are legitimately scared” “I am still amazed how many people don’t get OSHA or HIPAA training” Regarding the hoverboard dentist court documents: “It is one of the most egregious Medicaid fraud cases I have had the pleasure of going through” “They did this to themselves - iit was so blatant and obvious” “They were leaving patients under sedation longer than was necessary because they wanted to bill that extra 15 minute increment” “Judge said ‘you darn near could have killed people’” “Moral of today’s stories: don’t be a bad person” Another motto: “Get up in the morning…try not to kill anyone" Links from the show: Susan Gunn's podcast https://moneyinmoneyout.libsyn.com Boston OSHA case: Georgetown Dentist Fined $9,500 For Violating Coronavirus Safety Guidelines Hoverboard dentist articles: Hoverboarding dentist gets 12 years in prison for fraud, unlawful dental acts Anchorage dentist who defrauded Medicaid and extracted patient tooth while riding hoverboard sentenced to prison PDF of court documents: http://law.alaska.gov/pdf/criminal/MedFraud/2017/041717-LookhartInfo.pdf **If you like the show then we’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!** Connect with Kevin on his IG page and at DrBicuspid.com Connect with Teresa on her IG page and on Facebook
In recent months, Susan has discovered many banks not offering standard digital services: accessibility to account statements, check/deposit detail, download capability, etc.. There is much to be learned about commercial banking, which in spite of digital access, still needs to be relationship bound. Katie Carlson, Relationship Manager from Frost Bank, joins Susan to discuss what is important in your banking relationship, as well as the importance of maintaining financial accounts for great credit ratings and what banks do to protect depositors against fraud. Another must listen to podcast from Susan. Next podcast season begins November 1 with an exciting lineup of guests! Electronic Deposit Insurance Estimator (EDIE) - https://edie.fdic.gov/ Katie Carlson - Vice President, Frost Commercial Banking katie.carlson@frostbank.com Susan Gunn - www.SusanGunnSolutions.com
Please Leave a Review! Continuing A Tale of Two Hygienist' series on workplace culture, Michelle had the fortune to speak with an expert when it comes to figuring out the code of ethics that works best for each practice. Susan Gunn is a speaker, author and consultant specializing in fraud examination. A financial organization expert, she wants to help business owners understand and protect their practices. In addition, Susan is the host of the Money In, Money Out podcast, where she speaks with a variety of guests on workplace financial organization. In this episode, Susan explains what distinguishes ethics from legality, discusses the value of leading by example, and has the listeners ask themselves: who do you want to be known as? EPISODE HIGHLIGHTS: Interview starts: 13:11 - The workplace experience that prompted Susan to get certified in fraud examination. - What really are ethics? - Looking at the grey area of legal yet unethical behavior. - What to do when you see a colleague engaging in unethical behavior online. - How social and workplace culture shape our ethical codes. - Why Susan won't mince words over employees who steal from their practice. - The value of a code of ethics over a mission statement. - What you should ask yourself before posting on Facebook or social media. QUOTES: “Sometimes we just need a reminder of how to be ethical.” “Ethics is our own personal choice. It's not a personality trait.” “Our actions speak way louder than our words, but some of the words I've seen on social media have been blared through to make their points.” “An ethically compromised culture encourages participants to compromise their ethics.” “No one forces you to be on the path that you're on.” LINKS: Susan's homepage - https://susangunnsolutions.com/ Money In, Money Out podcast - https://susangunnsolutions.com/podcast/ Money In, Money Out book - https://susangunnsolutions.com/product/money-in-money-out-enible-financial-organization-in-your-practice/ THIS EPISODE COUNTS FOR CE! - but read the disclaimer below as it might not count for your state. Go here to take the test and get your CE Credit! A Tale of Two Hygienists homepage - https://ataleoftwohygienists.com/ AToTH on Facebook - https://www.facebook.com/aTaleOfTwoHygienists/ AToTH on Instagram - https://www.instagram.com/ataleoftwohygienists AToTH on LinkedIn - https://www.linkedin.com/company/atoth/?originalSubdomain=ca
Please Leave a Review! Continuing A Tale of Two Hygienist’ series on workplace culture, Michelle had the fortune to speak with an expert when it comes to figuring out the code of ethics that works best for each practice. Susan Gunn is a speaker, author and consultant specializing in fraud examination. A financial organization expert, she wants to help business owners understand and protect their practices. In addition, Susan is the host of the Money In, Money Out podcast, where she speaks with a variety of guests on workplace financial organization. In this episode, Susan explains what distinguishes ethics from legality, discusses the value of leading by example, and has the listeners ask themselves: who do you want to be known as? EPISODE HIGHLIGHTS: Interview starts: 13:11 - The workplace experience that prompted Susan to get certified in fraud examination. - What really are ethics? - Looking at the grey area of legal yet unethical behavior. - What to do when you see a colleague engaging in unethical behavior online. - How social and workplace culture shape our ethical codes. - Why Susan won’t mince words over employees who steal from their practice. - The value of a code of ethics over a mission statement. - What you should ask yourself before posting on Facebook or social media. QUOTES: “Sometimes we just need a reminder of how to be ethical.” “Ethics is our own personal choice. It’s not a personality trait.” “Our actions speak way louder than our words, but some of the words I’ve seen on social media have been blared through to make their points.” “An ethically compromised culture encourages participants to compromise their ethics.” “No one forces you to be on the path that you’re on.” LINKS: Susan’s homepage - https://susangunnsolutions.com/ Money In, Money Out podcast - https://susangunnsolutions.com/podcast/ Money In, Money Out book - https://susangunnsolutions.com/product/money-in-money-out-enible-financial-organization-in-your-practice/ THIS EPISODE COUNTS FOR CE! - but read the disclaimer below as it might not count for your state. Go here to take the test and get your CE Credit! A Tale of Two Hygienists homepage - https://ataleoftwohygienists.com/ AToTH on Facebook - https://www.facebook.com/aTaleOfTwoHygienists/ AToTH on Instagram - https://www.instagram.com/ataleoftwohygienists AToTH on LinkedIn - https://www.linkedin.com/company/atoth/?originalSubdomain=ca
Many workers have found themselves suddenly working from home, in a very incongruous work environment. And many more have found themselves cleaning and rearranging their homes and work spaces. Suddenly, the walls we lived between mostly at night, have become our daytime companions as well. Andrea Greer from On Point Space provides us all with some valuable tips on how to purge, how to see your space and how to freshen up your workspace to enhance creativity. Andrea Greer: OnPointSpace.com and CreateYourBestSpace.com Susan Gunn: SusanGunnSolutions.com
The average business owner's brain these past few weeks has been working overtime trying to figure out what they need to do. In healthcare (dentists, veterinarians, chiropractors, and medical practices), that list has multiplied. Unlike others in that list, most dental practices have been mandated to close during this COVID-19 crisis. Hear some up-to-date information regarding unemployment, PPP and EIDL in regard to a few observations. And, do you need something to focus on? This week's guest, Janice Janssen of Global Team Solutions and I talk about office protocols to review and give you four things you can consider homework until the next episode of Money In, Money Out. Then listen to the end for an amazing offer for two of Susan's books, Getting The Most Out Of QuickBooks In Your Practice 2020 and Money In, Money Out . Janice Janssen's contact info: www.GTSGurus.com Susan Gunn's contact info: www.SusanGunnSolutions.com
Author, consultant, speaker and fraud examiner Susan Gunn joins the podcast to talk about what it means for a dental assistant to have ethics and how that balances in with the flow of the business of the dental practice as well.
My guest today is Susan Gunn, CFE. That’s short for Certified Fraud Examiner. Our talk today isn’t all about fraud though. We talk about money, receivables and why ethics is an issue today. Susan is a prolific author and sought-after speaker in the dental industry. She’s one of my top financial go-to persons so keep her information handy! A couple of high points from our conversation: Hear what Susan and I both think about EFTs (electronic fund transfers). Her take on it comes from a Quickbooks and accounting point of view while I tackle the workload issues. Fraud in our industry is more widespread than you think. If you ask any speaker/consultant they’ll tell you reported numbers are low. Why is that? What do you do when you spot it? What does ethics have to do with dentistry? How often do Susan and Teresa hear crazy ethical questions? Often. We’ll describe different scenarios so you can be on the lookout. What’s this trend of zero-ing out fee schedules? We shake our head at this all too common phenomena. If you give employee benefits, are you reporting it correctly? Can it come back to bite you? We transition into one of Susan’s older books about caregiving. Whatever stage of life you’re in it’s applicable. Do you have a succession plan for when a key player like a manager or even the doctor pass away? Here’s how to put that in motion. Resource Links: Susan’s books:Money In, Money Out: : $en$ible Financial Organization In Your Practice Matters Of The Heart: A Journey in Caring For Aging Loved Ones How to find Susan:Susan’s company on Facebook Susan on Twitter Susan on LinkedIn
In this episode of Behind The Smiles, we interviewed Susan Gunn. Susan Gunn has over 21 years experience in business automation and financial software. She’s an Advanced QuickBooks ProAdvisor and a Certified Fraud Examiner. She has published 40 books. Visit https://susangunnsolutions.com/Grab a copy of Susan's new book here! https://moneyinmoneyout.susangunnsolutions.com/
Our discussion includes her recent visit to China, traditional painting techniques and how repetition develops into rituals, Manchester's art scene, David Bowie and the beauty of imperfection. Intro & Outro Music: www.hooksounds.com
Before You Take Your Next Step is a fresh conversation on personal and professional development. We are excited to be your place to get practical advice from a diverse group of leaders who are each in different stages of their career journey. Our guest today is Susan Gunn, an exceptional organizational leader with over 25 years of experience, and someone I have the pleasure of working with and learning from. Susan shares the strategic decisions she made in her career, advice for overcoming a career plateau, embracing your swagger, eases our networking jitters and the importance of a mentor. She is a true and genuine leader in all senses of the word, and manages with the intention of being authentic and helpful. Takeaways: [0:52] This podcast is for anyone interested in leadership at any stage of their career. Leadership is a topic we never get tired of talking about, and there is always room for improvement. [1:52] We welcome our guest Susan Gunn. She originally thought she may be a doctor, but then got an internship at Seagram’s and found she loved working in HR. [5:49] She started working Canada and after several moves in the United States, spent some time working in England. After that, she was relocated to New York and then Philadelphia where she lives currently. [13:36] Even at a senior level, Susan still needed some feedback and support with her next career move. The feedback from the coach and the results from her assessment tests helped her get a fresh vision on the next steps within her personal and professional development. [22:42] Susan found working with the Amazon Leadership Principles a great inspiration for her already detail oriented and customer service based leadership style. [27:16] We talk about how leadership has evolved, and the important skills of open mindedness, accepting feedback and a commitment to diversity is of utmost importance in the culture today. [32:25] In her leadership role Susan seeks to deliver to the overall strategy of the company yet also focus on the bottom line. [35:45] Susan breaks down the difference between Executive leadership and Junior leadership. Executives focus more on the big picture and solutions to activate strategies, where junior and mid- level leadership plays more into tactical moves and execution. [36:28] Some of Susan’s advice on moving up to the executive world: network within the company, make sure your work is relevant to the company and ask for feedback on how you can broaden your development. [41:13] It’s never too late to build a network. Be sure you are sincere and authentic, not over commitment and always follow through with your word. Mentioned in This Episode: Amazon Leadership Principles Wall Street Journal BYTYNS Blog Quotes: “I was very lucky to work for great leaders who saw my potential and tapped me on the shoulder to do bigger roles before I was even ready for them.” “I really believe that good work begets great opportunities.” “My goal is to delight our customers, whomever they are. My managerial style is detail oriented but not micromanaging.” “Don’t be afraid to ask for help, but also don’t be afraid to give.”
Writing a book is hard work but it's not impossible. Kevin & Teresa discuss what was involved in writing, editing and publishing their books. We'll give you the cost, the effort and the pitfall of the process. They also go over the basics of marketing the book and how to get the word out. Can you write 1500 words? Then writing a book is possible! Mentioned resources: IndiebooksInternational 90MinuteBooks Books: Kevin’s book: Battling and Beating the Demons of Dental Assisting Teresa’s book: Moving Your Patients to Yes: Easy Insurance Conversations Rachel Wall’s book Ginny Hegarty’s book Christine Taxin’s books Susan Gunn’s books Rachel Mele’s book Podcasts: Dental Hacks podcast Gary Takacs’ podcast Howard Farran’s podcast Dental Implants & Worms The Dental Marketer Other links discussed: Dayna Johnson’s Dentrix Office Manager This is a mimeograph!
AADOM's Annual Conference is over. Kevin and Teresa discuss exhibits, speakers & crowd demographics. Susan Gunn, Laura Hatch and other superstar speakers are discussed. Teresa talks about the insurance panel she moderated and reveals the takeaways. Conferences like Siroworld are changing the game but how was this year's? Did the Dentsply resignations have anything to do with that? Kevin's book "Battling and Beating the Demons of Dental Assisting" is out & getting attention from docs. Why does this pleasantly surprise Teresa? Fun stuff: Go see the movie "It"! Beam by Eyeclick - the exhibitor Teresa couldn't identify Kevin’s book: Battling and Beating the Demons of Dental Assisting Teresa’s speaker information AADOM MyPillow.com Be a guest on the podcast!
There is so much focus placed on producing dentistry and being sure we are collecting what we've produced that it's easy to forget the final step of managing and protecting our practice income. You will love this interview with Susan Gunn. She is not only Dentistry's QuickBooks Expert, she is a Certified Fraud Examiner. Susan is my go-to resource for dentists who want to know more about Quickbooks and also any dental practice owner who suspects embezzlement in their practice. There are few things that will suck the wind out of your sales like learning that someone has stolen from you. Enjoy this episode, and to reach Susan visit, www.susangunnsolutions.com.
A set of interviews with artists at Castlefield New Arts Spaces in Chorlton, Manchester. Lauren Sagar; Richard Ward (PS Mirabel); Jane Lawson; Scout Stuart; Juliet Davis & Horace Lindsay; Susan Gunn. With music from Vocal Harum.