Our CEO recently had the honor of being a guest on the podcast of dental attorney Stephen Kaufman. Check it out HERE. |
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Did you know that there are some topics that we will ONLY discuss at closed-door, live events?
This is Caren Irsuto, who was recently charged with embezzling $600k from a practice.
See us live if you want the full story on embezzlement.
Here are some places where we will be speaking soon:
| Mar 27 |
Practice CFO clients, San Diego CA |
| Mar 27 |
District of Columbia AGD, Washington DC |
| Apr 12 |
American Association of Endodontists, Montreal QC |
| Apr 13 |
New Dentist BOOST Study Club, Philadelphia PA |
| Apr 26 |
Maryland State Dental Association, Columbia MD |
| Apr 26 |
Star of the North Meeting, St. Paul MN |
| May 3 |
American Association of Orthodontists, Los Angeles CA |
| May 4 |
Richardson Group, Seattle WA |
| May 7 |
Seattle Study Club, Atlanta GA |
| May 8 |
North County Women’s Study Club, Carlsbad CA |
| May 9 |
Patterson Dental, Portland ME |
| May 10 |
Patriot Dental Conference, Foxborough MA |
| May 15 |
Patterson Dental Totowa NJ |
| Jul 8 |
University of the West Indies |
| Sep 13 |
Orthopreneurs Summit, Dallas TX |
| Sep 19 |
Dr. Brad Crump, Dallas TX |
| Sep 21 |
Dallas Dental Symposium, Dallas TX |
| Oct 7 |
Colorado Prosthodontic Society, Denver CO |
| Nov 11 |
Thunderbird Study Club, El Paso TX |
| Nov 19 |
Memphis Dental Society, Memphis TN |
To book us for your meeting or study club, click HERE or call us at 888-398-2327.
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Did you miss a previous newsletter? We archive them HERE.
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Investigator of the Month — Pat Little, DDS FAGD CFE
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Did you know that 30% of our investigators used to be dentists?
Dr. Pat Little is a great example of a dentist-investigator. Pat owned several dental practices before repetitive motion issues made dentistry difficult. He returned to college to study accounting, and found us through mutual friend Linda Miles.
Pat is both a skilled investigator and an accomplished speaker. We are glad to have him on our team. You can read more about Pat HERE. |
Are You Aware?
The question sounds a little New Age, but in our era of perpetual sensory assault and overload, asking about awareness is not as “out there” as you may think.
We live in a time of rapid technological progress and nothing we do or have seems to be immune from progress’s path. We rely on so many smart devices and their plentiful apps that it seems archaic to ask someone to stop what they’re doing, take a deep breath,
and quietly ask the question; “what is really going on here?”
For decades now my team and I have had the pleasure of working with and for the dental community. As the years fly by it seems that no matter how many technological advances come along to make practices run smoother and more securely, we never stop hearing dentists say; “I just knew that something didn’t feel right, but with all of the changes in my practice between team members coming and going, and software constantly updating, I just chalked my feelings up to change.”
Listening and responding to your gut feeling when you think something terrible or inappropriate might be happening is instinct, and here’s the kicker – there is NO APP FOR THAT!
If you become aware that you need or want professional assistance to quell your gut feelings and regain your peace of mind about the financial well-being of your practice, we’d love to talk with you. There is never a fee for chatting with us, and we are always happy to help.
David Harris
CEO
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