2018 Agenda

Omni Hotel Louisville

November 14-16, 2018

Wednesday, November 14, 2018

3:00 PM – 7:00 PM  Registration

5:00 PM – 7:00 PM Welcome Reception & Vendor Exhibits 

(2nd Floor Commonwealth Ballroom)


Thursday, November 15, 2018

7:00 AM-5:00 PM Vendor Exhibits

7:00 AM- 8:00 AM Continental  Breakfast

7:00 AM- 1:00 PM  Registration

(2nd Floor Commonwealth Ballroom)

  8:00 AM-12:00 PM General Session Topics & Presenters

12:00 PM- 1:30 PM Lunch

(Commonwealth Ballroom 5)

Putting A Succession Plan in Place: Dr. Wayne Mortenson

Are you building your DSO to stand the test of time? Read More

Analytics: Using Big Data to Drive Big Decisions: Dr. Will Engilman & Corby Ewing

Today, you have more data available to you at your practice than at any time in history. Read More

Driving and Inspiring Excellence Across Practices: Cheryl Penava

How do you earn the commitment from team members to strive for excellence? Read More

Doctor Development: I Have An Associate…Now What?: Dr. Britt Bostick

Navigating the waters of delivering quality dental care and leading a dental practice has its challenges. Read More

Group Practice Spotlight: Park Dental- Celebrating Doctor Ownership: Dr. John Gulon

Park Dental was founded in 1972 by two dentists, and today continues to grow as a doctor owned, professionally managed dental group. Read More

Review & Analysis of the Current DSO MarketplaceBrian Colao

Brian Colao has been a leader in the legal landscape of DSO for many years. His experience and insight is unmatched and we are excited to have him at Scaling Up once again. Read More

Thursday, November 15, 2018

1:30 PM-5:00 PM Breakout Session Topics & Presenters

5:30 PM- 7:30 PM Networking Reception- Ice House Louisville 

(226 East Washington St. Louisville KY. 40202)

Developing Your Business Associates: Christy Williams

Your business team is the gatekeeper of your practice. How quickly and effectively you train them is critical to your practice’s success. Read More

Analytics and Mentoring for New Doctor Development: Dr. Britt Bostick & Corby Ewing

Attracting top talent is a growing challenge for all businesses. Read More

More than a Cleaning: How Hygiene Key Performance Indicators Drive Practice Excellence.: Melissa Thomas & Andrea Edelen

KPIs, Metrics, Statistics, Data, Dashboard, Scorecard… How can you avoid paralysis by analysis and focus only on the relevant information? Read More

Affiliating with a DSO: Mark Hahn & Dale Sanford

Review the various aspects associated with joining a doctor-owned DSO and how it differs from a corporate-owned DSO.  Read More

“Going at IT Alone”: John Stamper

Looking to grow from 1 to 5 to 20 practices and you have made the decision to go at it alone? Read More

A Case for Cause Marketing: Jacque Ramsey

Marketing goes well beyond TV ads and postcards. In today’s world, everything you do can be considered marketing. Read More

Leadership Development Andrea Kartch & Cheryl Penava

Learning is a process, not an event. In this breakout session will cover the following topics. Read More

Friday, November  16, 2018

7:00 AM-8:00 AM Continental Breakfast

8:00 AM-5:00 PM Vendor Exhibits


(Commonwealth Ballroom 5)

Group Practice Spotlight- Burch Dental: Jeffrey Burch

Dr. Jeffrey Burch is the charismatic leader and founder of Burch Dental Partners.  As a Board Certified Periodontist, Dr. Burch brings a unique experience, business model, and style of leadership that blends both traditional specialty and general dental group practices. Read More

Managing Your Real Estate Portfolio Panel –Facilitator: Dale Sanford

Discussion of various topics applicable to the dental industry real estate market. Read More

Practice Transitions and Developing ESOP: Hillary Hughes

Ownership goes far beyond dividing up stock. Ownership is a mentality, it is a culture and it is a way to empower your team members to do their best work in all elements of the business. Read More

Group Dentistry State of the Union – Past Trends & Future Outlooks: Karan Garg

Coming Soon!

Suppliers Insight on Growing Your DSO: Cecile Schauer

Have you ever wanted a birds-eye view of the dental market? Read More

What’s Next For The Business of Group Dentistry? : Bill Becknell

The dental industry is changing rapidly as the cottage industry moves to more consolidation.  Read More

From Start to Finish: Jon Acuff

American author, Jon Acuff, will be giving his Out of Industry perspective that will teach attendees about telling their story. Read More

Friday, November 16, 2018

12:00 PM- 1:00 PM Technology Session Lunch

1:00 PM-5:00 PM Technology Session Topics & Presenters  

(Commonwealth Ballroom 6-8)

What Needs to Go and What Needs to Grow: Dr. Will Engilman

As you begin to expand your footprint, whether it is across town or across the country, you will quickly find that you need change the way you utilize technology to help keep things moving smoothly.  Read More

Using technology To Build A Better Back OfficeBen Winter

Are you still getting payments on paper, instead of using EFTs and ERAs to maximize your cash flow? Read More

What Happens When a Software Auditor Comes Knocking on Your Door?Joel Beres

Growing a practice often involves incorporating new software, systems, websites, and brands. Read More

Going Google: Why Moving to G Suite was a Great Fit for Mortenson Dental Partners.:  Chris Grimm

Communication and information flow is essential for the success of any business. Read More

Protecting Your Practice From External And Internal Threats – HIPAA Compliance & Cybersecurity Justin Perron & Felix Negron

HIPAA compliance and cybersecurity are tightly intertwined for a reason. As practices continue to move into the digital age, cyber threats become a larger concern. Read More