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Yankee Multi-Site Summit 2024

January 25 - January 26

The Multi-Site Summit is the perfect spot for current or potential multi-site owners, DSOs or those thinking about selling to a DSO, and dental entrepreneurs to connect and collaborate about the unique opportunities multi-site dental practices provide. Join the very best and brightest to discuss the future of dentistry and how to grow your practices while operating more efficiently.

In partnership with ADSO, Group Dentistry Now and Dykema. With media support by DSO DataCONNECT.

Thursday: 8:00 am – 5:30 pm  393TL $249 6 CE Hours
Friday: 8:00 am – 5:30 pm  598RL $249 7 CE Hours
Thursday & Friday  394TL $395 13 CE Hours

Pricing includes lunch each day.

Mutli-Site Summit Schedule and Course Information

When registering for the Multi-Site Summit, you will need to register as an attendee for Yankee Dental Congress first. If you are not a healthcare professional, please register as a “Non-Clinical Professional”

Once you have selected your registration category you can then select the “Register for Courses” button. On the next screen, the box where is says “Type Course Code” you can search for each of the Multi-Site programs by adding one of the three codes above depending on what day(s) you are planning to attend the Summit (393TL, 394TL, and 598RL.) Select the Box on the left of the course you choose and hit “Add Course” – then go to “Check out”. Accept the Terms & Conditions and click “proceed to checkout” to make your payment. You will receive a confirmation with all of your registration and course information.

Already registered? Click here to add courses: Yankee Registration Login. Be prepared with your badge number!


Exhibitors can find out more here – Exhibit at the Multi-Site Summit


Thursday, January 25th

8:00 am: Continental Breakfast and Networking

8:30 – 8:35 am: Welcome Remarks: David Lustbader, DMD

8:35 – 9:00 am: Keynote: Brian Scalabrine, Former NBA Player, NBC Sports Analyst for Boston Celtics

State of the Industry
9:00 – 10:00 am
Brian Colao
Recognize the challenges and potential solutions associated with managing your organization
Identify innovative strategies and best practices employed by successful dental practices to enhance efficiency

10:00 – 10:30 am: Break & Exhibits (adjoining Ballroom)

CEO Roundtable: Challenges and Successes
10:30 – 11:30 am
Gary Heitzler • David Lohmann • Grant Perelman
Moderator: William Neumann
Succeed in challenging economic times
Understand recruitment and acquisition strategies

An Interview with Heartland Founder
11:30 am – 12:00 pm
Rick Workman, DMD • Sulman Ahmed, DMD
Gain insights into the strategic vision and goals of two different organizations
Explore the challenges and opportunities faced by the dental industry from the perspective of the founder

Specialty DSOs
12:00 – 12:30 pm
Rick Hall • Scotte Hudsmith
Moderator: Brian Colao
Gain an understanding of the mechanics of specialty DSOs
Learn the best clinical practices in operating a specialty organization

12:30 – 1:30 pm: Lunch & Exhibits (adjoining ballroom)

Clinical Quality Oversight and Measures
1:30 – 2:30 pm
Nabil Fehmi, DDS • Yahya Monsour • Mariz Tanious
Moderator: Heidi Arndt, RDH
Understand the concept of clinical quality oversight in dentistry and is importance in delivering high-quality oral healthcare
Explore process measures in dentistry, focusing on adherence to evidence-based guidelines and protocols for dental procedures

Scaling Your Practice in 2024 
2:30 – 3:30 pm
Sulman Ahmed, DMD • Mick Janness • Michael Riccobene • Lane Theriault • Moderator: Andrew Smith
Identify the key performance indicators to monitor when contemplating scaling the practice
Understand the elements of organizational culture critical for success growth

3:30 – 4:00 pm: Break & Exhibits (adjoining ballroom)

DSO Ownership Structures Presented by Women in DSO
4:00 – 4:30 pm
Lorri Detrick • Shawna Eury • Maria Melone • Sarah Sharfstein
Moderator: Dr. Aman Kaur
Understand of the ownership structures within Dental Services
Acquire valuable insights into how different models impact operations. decision-making, dentist autonomy, patient care, finances, and
regulatory compliance.

Same Store Growth Through Innovation
4:30 – 5:30 pm
Amol Nirgudkar • Stephen Sweeney • Ophir Tanz
Moderator: Brian Colao
Gain insights into practices employed by practices to consistent growth within their existing locations
Discuss the role of patient experience, customer service, and reputation management in drivina same store growth

5:30 – 6:30 pm: Reception sponsored by Dykema & Women in DSO

Friday, January 26th

8:00 am: Continental Breakfast and Networking

8:30 – 8:35 am: Welcome Remarks: David Lustbader, DMD

CEO Roundtable: Scaling Your Dental Group
8:35 – 9:35 am
Geoff Ligibel • Andrew Mintz • Lee Provow • Craig Saltzman
Moderator: William Neumann
Define recruitment and acquisition strategies
Describe what the future holds for the dental industry and DSOs

Best-in-Class Operations
9:35 – 10:35 am
Scott Leune • Linda Ryan
Moderator: Dee Fischer
Understand the key principles and strategies behind best-in-class operational efficiency in dentistry
Identify the latest technological advancements and tools that can be utilized to enhance operational efficiency and productivity

10:35 – 11:00am: Break & Exhibits (adjourning ballroom)

How to Get Your Financials Market-Ready
11:00 – 11:30 am
Emily Brems, MBA • Elyse Coty, MSA, CPA
Discuss the importance of real time data for your practice
Evaluate and analvze key performance indicators (KPIs) to benchmark against yourself and the industry

Scaling Up Dental Hygiene Operations
11:30 am – 12:30 pm
Jayne Carey, RDH • Tania McPherson, RDH
Moderator: Erin O’Neil Kierce, RDH
Design and implement best practices regarding patient care management, disease management, and co-discovery
Identity strategies for retaining hygienists through salary parameters, bonuses, and other incentive formulas

12:30 – 1:30 pm: Lunch & Exhibits (adjoining ballroom)

HR for Health
1:30 – 2:00 pm
Ali Oromchian, JD
Explore the legal aspects, potential pitfalls, and essential considerations involved in HR due diligence
Learn effective stratedies when addressing employee situations and grievances to foster a productive and compliant work environment

What Buyers Are Looking for When Onboarding
2:00 – 3:00 pm
Houmam Ali • Sarah Montgomery • Mike Panahi • David Pegg
Moderator: Brian Colao
Understand the motivations and factors that drive organizations to consider joining a DSO, gaining insights into the benefits and value propositions offered by the DSOs
Discuss the importance of cultural alignment between the dental practice and the DSO, including shared values, mission and vision, and how it contributes to a successful partnership

3:00 – 3:30 pm: Break & Exhibits (adjoining ballroom)

Sell-Side Panel
3:30 – 4:30 pm
Kevin Cumbus • Kurt Harvey • Brannon Moncrief
Moderator: Brian Colao
Discuss the key reasons why dental practice owners choose to sell their practices to a DSO
Choose the right partner when looking to start the transactional process

Scaling Through Funding
4:30 – 5:30 pm
Angela Baker • Jason Brown • Amine Lahlou
Moderator: Eric White
Understand the different funding options available for scaling your operation, including private equity, venture capital, and strategic partnerships and their respective advantages, risks, and implications
Realize the process of securing funding, including key steps such as business valuation, due diligence, negotiation, and ensuring the investment deal


January 25
January 26
Event Category:


Yankee Dental Congress
View Organizer Website