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DEO Virtual Summer Summit

June 4, 2020 - June 5, 2020


Join the DEO on June 4-5 – Virtual Event – open to the public

Register now for the 2020 DEO Virtual Summer Summit:
Group Dentistry In The NEW World:
Sustaining And Thriving Going Forward

Grab your ticket before prices go up on May 15th!
(Includes CE)

Click here for more info and to register.

Group dentistry has been hit hard by recent events.
How do you sustain your business in tough times? 
How do you thrive when all the dust settles?

How do you get on the winning side in the unavoidable
upcoming new world of dentistry and group dentistry?

Interested? Then you’re invited to our 2020 DEO Virtual Summer Summit! Grab your ticket and discover how to: 

– Implement strategies used by large DSOs and group practices to ​sustain and thrive in hard times
– ​Make smart financial decisions to advantageously position your group / DSO
– Avoid the pitfalls that you’ll likely face as you sustain and pivot to thrive
– Be an effective leader and keep your team motivated in challenging times
– Implement systems in the unavoidable new world of Group Dentistry
– Much, much more!

You’ll walk away with important insights and actionable advice. You’ll get the necessary tools, techniques, and best practices to accelerate the success of your group practice or DSO, even in challenging times, and the opportunity to network with the best and brightest minds in the dental industry.

What You Can Expect at The DEO Virtual Summer Summit
  • The DEO Summer Summit is the premier yearly event for up-and-coming group dental practices. It empowers budding dental entrepreneurs to discover what the future holds for dentistry, and how group practices can position themselves now for future success.
  • The Summit is a place where all stakeholders in group dentistry come together each year to network, learn, and grow their dental enterprises. It brings together industry players engaged in managed-group practice — from startups to the largest DSOs — to address the fundamental, critical issues that affect their growth and success.
There is just one major change this year: Instead of you coming to us, we’ll be bringing the event to you, virtually.

Meet the Speakers

Heartland’s Response Plan and Lessons from 5 Economic Recessions

Speaker: Dr. Rick Workman, Founder & Executive Chairman, Heartland Dental

Dr. Rick Workman is the founder and executive chairman of Heartland Dental, a DSO based in Effingham, Illinois, with 1,000 offices and 1,600 dentists nationwide. After seeing the need in his community, Dr. Workman opened his second office within one year of opening the first, followed quickly by a third office: Heartland Dental was born.

Dr. Workman spearheaded the success of Heartland by viewing its dentists as customers. Heartland’s philosophy is: Take care of dentists, set them up for success, and surround them with opportunities for success. They also prioritize taking care of their patients, which creates more demand for both new and experienced dentists. Dr. Workman will share how he and his leadership team guided Heartland through this unprecedented time, the strategies they focused on and the opportunities he sees for the future. During this presentation learn:
• How Heartland is operating now and their plans for the future
Lessons Dr. Workman has learned navigating previous economic downturns in dentistry
• Dr. Workman’s advice for dentists to sustain and thrive through adversity
• How Heartland developed a roadmap for their practices to follow to handle the mandated closures
• What he sees for the future of dentistry and how DSO/ group practice leaders can prepare for its contingencies and opportunities
• An inspiring take on this time of turmoil and why innovation and better patient care may be its positive outcome

Why Now Is the Greatest Opportunity in the History Of Dentistry

Speaker: Eric J. Roman, Executive Coach for DSO Leaders​

For six years, Eric Roman was the CEO and co-founder of CarolinasDentist — a six-location DSO — where he provided the company’s vision and day-to-day executive-leader development. Eric will share his journey as CEO of CarolinasDentist, its growth story, and how the tough lessons he learned during that process can be applied to this rapidly-changing time including:
• How to take your current situation and turn it into the best opportunity of your life
• The essential “Recession Mindset” for every dental entrepreneur
• Who is going to come out of this ahead, and who will not
• What he sees coming up in the seismic shift that has taken place in the dental industry and where there may be opportunities

​Sustaining Your DSO Financially and Thriving in the New World of Group Dentistry

Speaker: Ken Kaufman, CFO, Community Dental Partners

Ken Kaufman is CFO of Community Dental Partners, a 28-location DSO based out of Denton, TX. Serving in this position since 2016, Ken successfully led the financial management of this growing DSO. Ken will share Community Dental Partner’s approach to this unprecedented time’s financial impact plus the essential strategies you need to optimize your DSO’s finances now, mistakes to avoid, and a roadmap for the future including:
• Why it can be misleading and dangerous for DSO leaders to just look at bank statements to manage their DSO’s finances especially now
• How to be a wise consumer of tax, accounting, and auditing financial services and use them to your advantage during this challenging time
• Why accrual-based financials are the best way to manage your dental group’s finances, leading to better forecasting and budgeting
• Why it’s critical to your DSO’s financial health to make sure you are legally compliant in all financial functions
• The financial benchmarks to measure the health your DSO now and going forward in the new world of group dentistry
• How to align leadership and strategy overall finance functions and carve out a solid financial plan to sustain and thrive
• Empowering you to lead the financial functions of your DSO, knowing that you can get out of it what you need to take on the future with confidence

​Leading Your Dental Group, Your Team, and Yourself Through Crisis

Speaker: ​​Steve Bilt, CEO, Smile Brands Inc.

Steve Bilt is the Chief Executive Officer at Smile Brands Inc. Steve has overseen the development and operationalization of over 200 de novo practices and multiple acquisitions. Smile Brands has 5,500 employees and 450 locations across the United States and has been recognized as a Best Place to Work by Glassdoor for three straight years (#1 in multi-site healthcare) and by Comparably as a top-10 US Large Company for Culture, Diversity and Best Places for Women.

Steve was recognized as People Focused CEO of the Year and Healthcare CEO of the Year by American Business Awards (Golden Stevie) and as a top-rated U.S. Large Company CEO by Glassdoor, Comparably and CEOWORLD Magazine in multiple years.

In his presentation, Steve will share his story of success as a leader, providing a roadmap for DSO leaders striving to reach their leadership potential, and address why now more than ever, leadership may be the key to not only surviving this time but thriving ahead. Steve will discuss:
• Lessons he’s learned that can help you become your best potential leader during these hard times
• Maintaining integrity and focus while planning for the future
• Communication lessons to keep morale high
• How to shift your mindset shift from being a dentist — a “doer” — to being a leader and embrace your role leading into the unknown, new world of group dentistry
• How to motivate your team to be better “doers” and leaders and to step up during this challenging time
• How to express your authentic leadership qualities — even vulnerability due to this unprecedented time — and best accentuate them through your organization so your team can know you as a leader
• The importance of matching your values with actions — your “why” — with how you behave and why integrity matters more than ever

Prepare Your Team To Succeed in the New World of Group Dentistry

Speaker: Cheryl Penava, VP Practice Excellence, Mortenson Dental Partners

Cheryl Penava, VP of practice excellence at Mortenson Dental Partners, is an expert in operational best practices, learning and development, leadership development, and change management. Cheryl has a unique background of leadership experiences, having worked for several Fortune 500 companies: BellSouth Advertising & Publishing, Allstate Financial, and Humana.

Cheryl will share her passion for developing people so they can achieve operational excellence, resulting in outstanding patient care. She will share the essential keys for growing a successful team within your DSO:
•  Best practices for managing employees
•  Proven strategies to successfully onboard and train both new and existing employees
•  Ways to effectively build a positive company culture
•  How to get new employees excited about the company vision

​Picking the Right Key Performance Indicators (KPIs) for Your DSO To Focus on in the New World of Group Dentistry

Speaker: ​​​Tarek Aly, MBA, CVA, COO/Co-owner, OrthoDent Management, LLC

Tarek Aly is co-founder and COO of OrthoDent Management, which has 12 locations, and co-owner of Modern Smiles, with six dental practice locations. He also owns Precision Advisory. His expertise includes DSO platform development and management, M&As, business valuation, business operations, and dental organizations management.

Tarek will provide the correct definition for KPIs and share the value and importance of establishing and tracking the right KPIs and metrics for your DSO during this unusual time, including:
• Which KPIs to use to drive your practices into recovery
• Critical numbers to beware of as you ramp up
• How KPIs can provide the information you need to help your DSO recover and thrive
• Why KPIs are essential to any DSO/dental group’s future plans
• Essential operational, HR, and financial KPIs for exponential growth
• The methodology for tracking KPIs: manual and automated including the pros and cons for each and how to discern which would be best for your DSO/dental group

​Building Systems in Your Dental Group To Prepare for the New World of Group Dentistry

Speaker: ​​​A.J. Peak, CEO, Peak Dental Services

A.J. Peak is CEO of Peak Dental Services, a 30-location DSO based out of Colorado Springs, CO. A.J. founded Peak Dental Services in 2008. Under A.J.’s leadership, the company has been recognized as one of Inc. Magazines Top 5000 fastest-growing companies.

Drawing from his experience as a leader of a rapidly growing DSO, A.J. will share how systems can help your DSO weather times of adversity. He will focus on the importance of and methods for building solid systems to ensure your DSO thrives going forward, discussing the following:
• The value of systems to help you get ahead of issues that come with challenging times and why it’s not too late to implement new systems now
• A roadmap for and how the right systems can lead to more synergy and plans for success
• The four dimensions of successfully sustaining a DSO: strategy, cash, people and execution
• Hazards to avoid and what to look for ahead as you grow
• How the right systems can lead to more synergy and faster growth

​​M&A Activity Update and Future Outlook

Speaker: ​​​Kevin Cumbus, Co-founder and Partner, Tusk Partners

Kevin Cumbus is Co-founder & Partner of Tusk Partners. Kevin has over a decade of experience in the business of dentistry. He has valued and sold over 120 dental practices, managed over $100MM of revenue in a DSO and is co-owner of a start-up dental practice, Mundo Dentistry.

During this time of volatility, DSO/ dental group leaders are seeking guidance and insight into what to expect in the M&A markets for the future and how that will impact their future plans. Kevin will provide this in his presentation and more including:
• An update on where the dental M&A market has been
• A forward-looking assessment on where dental market is going
• Strategies to optimize your position for the second half of 2020

​​​Marketing NOW For a New Patient Ramp Up

Speaker: ​​​Alyssa Keefer, Founder and CEO, Novateur Media

Alyssa Keefer is Founder and CEO of Novateur Media. She has over 10 years of extensive “hands-on” experience in the dental industry. She helped to launch a second dental group from $0 to 40M in five years and now coaches and consults dental groups, dentists and their teams on marketing, data analytics, operations, and more.

Appointments have been missed and care has been put off due to this challenging time. When those patients are able to seek care again, will they turn back to their original dental providers or go elsewhere?
Marketing may make the difference especially if it addresses the concerns of this new landscape. Alyssa will discuss how to prepare your marketing now for the new world of group dentistry, addressing:
• How to leverage the biggest patient opportunity in history
• Strategies to secure exponential patient and demand growth
• Critical messaging needed now to adapt to the “New Dental World”

Panel Topics

Panel: Keys To Supporting Growth of Women Leaders in Group Practice

Facilitator: Dr. Lori Noga, Founder & CEO, Tranquility Dental Wellness, Tacoma, WA

Women now make up more than half of all dentists. Empowering women leaders is paramount to the success of any DSO. This panel will answer questions such as:
• What are the unique challenges faced by women in a growing DSO?
• What role will women leaders play in the growth of DSOs?
• What trends are happening at the practice level?
• How does a DSO create an optimum work environment to develop women in leadership?
• What are the most cutting-edge strategies to develop women leaders in group dentistry?

Panelist: Eva Sadej Founder & CEO, Floss Bar
Panelist: Dr. Aman Kaur, DSO Strategy Developer & Growth Accelerator
Panelist: Eric J. Roman Executive Coach for DSO Leaders

Panel: How We Are Managing Our Dental Groups in Crisis

Facilitator: Dr. David Janash, President and CEO, Underbite Dental Management, New York City

As dentist-entrepreneurs grow, they will inevitably face times of adversity. Hear from a group of dentists who have successfully grown their practices and how they are facing this new unprecedented time. This panel will share:
• Their stories of crisis management and future plans
• What is working for them now to sustain their dental groups
• How they are creating a new path forward to grow and thrive in coming months
• Their perspectives on what will be different in the new world of group dentistry

Panelist: Dr. Cheryl Brunelle, DDS Owner Lilac Family Dental
Panelist: Dr. Jerry Burns, DDS Owner & Founder Burns Dentistry
Panelist: Jeromy R. Dixson, DMD, MBA Founder & CEO The DSO Project

Panel: Getting Through the Dark Tunnel of a Downturn and Ramping Up

Facilitator: Jacob Puhl, Partner/CEO, The Dentist Entrepreneur Organization

The “dark tunnel” of any economic downturn is difficult but this one comes with its own unique challenges. But you must be prepared to ramp up as things improve or your group dental practice/DSO could lose even further ground. This panel will provide you with a head start discussing:
• Actions you should be taking today to set you up for success
• Handling cash management, maintaining your team, and nurturing patients during shut down
• How to handle the constantly changing legislation and political environment for group dentistry 

Panelist:Ronald C. Taylor, DDS, MSD ​CEO/ Founder RCT Endodontics, LLC
Panelist: Emmet Scott, CEO and Co-Founder, Community Dental Partners
Panelist: Tarek Aly, MBA, CVA COO/Co-owner OrthoDent Management, LLC


Why Should You Attend A Virtual DEO Summit?

The value of attending in-person events should not be understated. They’re valuable, fun, amazing for networking, and are overall incredible experiences; however, virtual events, especially DEO virtual events, have their own special perks that you should be informed about. We’re a virtual company and have been delivering virtual assets for years, so we’re excited about this exciting new way to bring a Summit to our attendees! Here are some of the benefits of a DEO Virtual Summit:

Added Value

  • Virtual Summit Pricing Is Nearly HALF The Price Of Our In-Person Summit Pricing!
  • MORE VALUE: Now That The Event Is Virtual, We’re Bring In MORE Speakers And Doing MORE Breakouts
  • MORE INTERACTIVE: There Will Be More Opportunities To Ask The Industry Expert Speakers Questions
  • HIGH VALUE CONNECTION: Our Breakout Sessions Between Attendees Will Be Hyper-Concentrated 
  • UPDATED CURRICULUM: Given Current Events, We’re Altering Content To Deliver The Most Value
  • CONTINUING EDUCATION: Despite It Being A Virtual Event, We’re Providing CE!

Logistic Benefits

  • SAVE MONEY: No Flight, Hotel, Food, Etc = Less Expensive
  • MORE TIME: No Transit Time = More Time For You  
  • MORE SPACE: Attend The Event In Your Preferred Work Space . Give Yourself More Room To  Take Notes
  • LESS DISTRACTIONS: Lower Noise Pollution Gives You The Opportunity To Zone In On The Event
  • SAFER: Virtual Events Are Far Safer Than In-Person Events Considering Recent Events 

Who Should Attend the DEO Summit?

Registrants include over 400 dentists, DSO/group practice executives and dental professionals,
as well as numerous sponsors dedicated to the group space. Summit attendees consist of
small and emerging DSOs/group practices, mid-level DSOs (50 to 100 practices), suppliers, vendors and capitalists.

You’ll Meet the Following People Virtually at The DEO Summer Summit:

  • Dentist Entrepreneurs With Growing Practice Portfolios
  • Equity Partners Investing In DSOs/ Group Practices
  • Executives Growing DSOs/Group Practices In North America
  • Executives Growing DSOs/Group Practices Outside Of North America
  • Regional Managers For DSOs/Group Practices And Brands
  • Office Managers For DSOs/Group Practices And Brands
  • Senior Advisors Leading The Growth Of DSOs/Group Practices
  • Capital Investors Looking To Expand  
  • Equipment Suppliers To DSOs/Group Practices 
  • Consultants Specializing In Growing DSOs/Group Practices 
  • Constituents From The DSOs/Group Practices Supply Chain
    … Anyone Else Who Touches DSOs/Group Practices

Become a sponsor! Contact Darin Acopan for more information: dacopan@deodentalgroup.com
For Summit assistance, email support@deodentalgroup.com

Watch the DEO Fall Recap


Virtual Event -details TBA
View Venue Website


(503) 427-9136
View Organizer Website