Agenda
The DSO Leadership Summit 2023 is an exclusive learning and networking event for senior DSO executives, venture capitalists, and key industry partners. This year's summit will provide attendees with straight-forward information, practical advice, and proven strategies for taking their DSO to the next level. With expert speakers and panelists, attendees will gain valuable insights on how to grow their practices and overcome their biggest business challenges. Through interactive sessions and one-on-one meetings with industry leaders, attendees will leave the summit with actionable tips they can implement immediately to drive growth and success in their practice. Don't miss this opportunity to learn from the best and take your DSO to new heights.

Registration
Moontower Foyer
Registration
[Workshop] Unlocking Smiles & Success: Mastering Scalable, Supported Orthodontics in DSOs
403/404
[Workshop] Unlocking Smiles & Success: Mastering Scalable, Supported Orthodontics in DSOs
Sponsored by Align Technology & OrthofiJoin an exclusive seminar designed for visionary business leaders driving orthodontic excellence within Dental Service Organizations. Embark on a transformative journey through the latest orthodontic market trends. We’ll discuss the key performance indicators (KPIs) that fuel growth and ROI, including integrating Invisalign, scaling RCM, and transforming the patient experience.
Orthodontic and DSO industry leaders will create a dynamic atmosphere. You’ll gain insights that empower you to meet the current orthodontic market head on. Connect with fellow industry trailblazers, absorb their wisdom, share your own, and collectively carve a path toward success.
[Workshop] Build, Maximize, Monetize
403/404
[Workshop] Build, Maximize, Monetize
Are you ready to sell your practice?
Are you looking to create more EBITDA?
Have you run out of capital and don’t know where to turn?
If you answered to “Yes!” to any of these questions, then this workshop is for you.
Build
- Learn how to create mergers that add EBITDA and drive enterprise value
- Asses and rate the systems and infrastructure of your group or DSO
- Discover how to affordably centralize management services
Maximize
- Learn what buyers & investors want
- Prepare to go to market and ensure the back end is in order
- Discover techniques to deploy, pre-transaction, to grow revenue, EBITDA & Enterprise Value
Monetize
- Understand valuations, value enhancers, and detractors
- Take a look behind the curtain of private equity’s investment thesis
- Learn what levers to pull to as part of deal negotiations, to maximize the value of your dental company
- Understand that economic terms on the term sheet are important, but only a piece of the puzzle. Choosing the right partner is crucial to the success of the deal.
- Understand proper due diligence, uncover landmines & “gotcha” issues, and eliminate poisonous deal terms
Welcome Reception
Zanzibar
Welcome Reception

Breakfast & Exhibits
Waller Ballroom & Foyer
Breakfast & Exhibits
Welcome Remarks
Waller Ballroom
Welcome Remarks
The Future of AI: A Roundtable with Overjet, Pearl & VideaHealth
The Future of AI: A Roundtable with Overjet, Pearl & VideaHealth
Sponsored by HR for HealthDSO Diagnosis®: Real stories. Real expertise. Real-time
Waller Ballroom
DSO Diagnosis®: Real stories. Real expertise. Real-time
Sponsored by SkytaleNetworking Break
Waller Ballroom & Foyer
Networking Break
People, Policies & Profits: Why HR Due Diligence Can Make Or Break Your Sale Price
Waller Ballroom
People, Policies & Profits: Why HR Due Diligence Can Make Or Break Your Sale Price
Sponsored by VideaHealthLunch & Exhibits
Waller Ballroom & Foyer
Lunch & Exhibits
Point/Counterpoint: Duel of the DSO Growth Models
Waller Ballroom
Point/Counterpoint: Duel of the DSO Growth Models
Unlocking the Vault: Strategies to Make Your Group Practice “Bankable”
Waller Ballroom
Unlocking the Vault: Strategies to Make Your Group Practice “Bankable”
Sponsored by Care CreditM&A Matters: A Modern Take on Mergers & Acquisitions
Waller Ballroom
M&A Matters: A Modern Take on Mergers & Acquisitions
Sponsored by Rectangle HealthMarketing Workshop: A Crash Course in Branding Yourself and Your Practice
Waller Ballroom
Marketing Workshop: A Crash Course in Branding Yourself and Your Practice
Speed Networking – New Technologies for Growth
Moontower Ballroom
Speed Networking – New Technologies for Growth
Are you automating your insurance verifications? Are you confident you can survive a cyber-security attack? When you hear “AI” do you think “on it!”?
If the answer is no to any of these – then this session is for you. You’ll get the opportunity to sit down one-on-one with experts in these fields, plus staffing, RCM, referral software and more.
New Technologies for Growth will introduce you to the best emerging technologies that you probably didn’t know existed – but that have the power to catapult your group to the next level.
Don’t miss out on this incredible opportunity to learn from the best and take your group to new heights!
Speed Networking for DSOs
Moontower Ballroom
Speed Networking for DSOs
New and improved for 2023! You won’t want to miss out on the opportunity to sit down one-on-one time with experts who will help you figure out your plan for growth, or perfect the plan you already have. You’ll get to hang out with the best of the best in private equity, venture capital, investment banking, traditional banking, legal and real estate. Plus this year, you’ll also get to meet with companies in classic AI, but also revenue cycle management, patient payment, insurance verification, orthodontic tech and even AI for office administration. We highly recommend bringing your business plan, but don’t worry if you don’t have one yet. Our team of experts will help you create one from scratch!
Emerging Groups to Watch Awards Ceremony + Gala
Speakeasy
Emerging Groups to Watch Awards Ceremony + Gala

[Roundtable] Beyond the Chair: Dental Business Focus 2023
[Roundtable] Beyond the Chair: Dental Business Focus 2023
Breakfast & Exhibits
Waller Ballroom & Foyer
Breakfast & Exhibits
State of the Industry
Waller Ballroom
State of the Industry
Coming Soon!
Waller Ballroom
Coming Soon!
Networking Break
Waller Ballroom & Foyer
Networking Break
From Solopreneur to C-Suite: Building Your Leadership Support System
Waller Ballroom
From Solopreneur to C-Suite: Building Your Leadership Support System
The Specialty Supercharge: How To Incorporate Specialties Into Your Practice
Waller Ballroom
The Specialty Supercharge: How To Incorporate Specialties Into Your Practice
Thank You
Waller Ballroom
Thank You
We're excited to provide senior DSO executives, venture capitalists, and key industry partners with the opportunity to share strategies, network, and learn together.
