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.

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Thursday Oct 12 2023
  • 12:00pm - 5:00pm

    Registration

    Moontower Foyer

    Registration

  • 8:00am - 1:00pm

    [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 & Orthofi

    Join 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.

  • 2:00pm - 5:00pm

    [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 
  • 5:00pm - 7:00pm

    Welcome Reception

    Zanzibar

    Welcome Reception

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Friday Oct 13 2023
  • 7:30am - 8:30am

    Breakfast & Exhibits

    Waller Ballroom & Foyer

    Breakfast & Exhibits

  • 8:30am - 8:40am

    Welcome Remarks

    Waller Ballroom

    Welcome Remarks

  • 8:40am - 9:30am

    The Future of AI: A Roundtable with Overjet, Pearl & VideaHealth

    The Future of AI: A Roundtable with Overjet, Pearl & VideaHealth

    Sponsored by HR for Health
  • 9:30am - 10:30am

    DSO Diagnosis®: Real stories. Real expertise. Real-time

    Waller Ballroom

    DSO Diagnosis®: Real stories. Real expertise. Real-time

    Sponsored by Skytale
  • 10:30am - 11:00am

    Networking Break

    Waller Ballroom & Foyer

    Networking Break

  • 11:00am - 12:15pm

    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 VideaHealth
  • 12:15pm - 1:15pm

    Lunch & Exhibits

    Waller Ballroom & Foyer

    Lunch & Exhibits

  • 1:15pm - 1:50pm

    Point/Counterpoint: Duel of the DSO Growth Models

    Waller Ballroom

    Point/Counterpoint: Duel of the DSO Growth Models

  • 1:50pm - 2:40pm

    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 Credit
  • 2:40pm - 3:30pm

    M&A Matters: A Modern Take on Mergers & Acquisitions

    Waller Ballroom

    M&A Matters: A Modern Take on Mergers & Acquisitions

    Sponsored by Rectangle Health
  • 3:45pm - 5:15pm

    Marketing Workshop: A Crash Course in Branding Yourself and Your Practice

    Waller Ballroom

    Marketing Workshop: A Crash Course in Branding Yourself and Your Practice

  • 3:45pm - 5:15pm

    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!

  • 3:45pm - 5:15pm

    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!

  • 6:00pm - 9:00pm

    Emerging Groups to Watch Awards Ceremony + Gala

    Speakeasy

    Emerging Groups to Watch Awards Ceremony + Gala

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Saturday Oct 14 2023
  • 7:45am - 8:45am

    [Roundtable] Beyond the Chair: Dental Business Focus 2023

    [Roundtable] Beyond the Chair: Dental Business Focus 2023

  • 8:00am - 9:00am

    Breakfast & Exhibits

    Waller Ballroom & Foyer

    Breakfast & Exhibits

  • 9:00am - 9:35am

    State of the Industry

    Waller Ballroom

    State of the Industry

  • 9:35am - 10:15am

    Coming Soon!

    Waller Ballroom

    Coming Soon!

  • 10:20am - 10:50am

    Networking Break

    Waller Ballroom & Foyer

    Networking Break

  • 10:50am - 11:35am

    From Solopreneur to C-Suite: Building Your Leadership Support System

    Waller Ballroom

    From Solopreneur to C-Suite: Building Your Leadership Support System

  • 11:35am - 12:15pm

    The Specialty Supercharge: How To Incorporate Specialties Into Your Practice

    Waller Ballroom

    The Specialty Supercharge: How To Incorporate Specialties Into Your Practice

  • 12:15pm - 12:20pm

    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.

REGISTER FOR THE SUMMIT
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