The CEO Approach
About This Event
Stop wrestling with confusing systems and start running your practice with the clarity and focus of a CEO. This 2-day (8:00–5:00) in-person course is a hands-on, interactive program for doctors, office managers and practice leaders. Through workshops and role-playing you will analyze profit & loss statements to forecast profitability, set operating budgets, calculate production capacity and personal income share, understand the real costs of write-offs and discounts, and identify key practice metrics to improve efficiency and growth. You’ll workshop leadership styles, practice communication skills for patient interactions and across the employee lifecycle (interviewing, onboarding, performance evaluations, compensation conversations and difficult conversations), and leave with a clear, actionable plan to improve profitability, case acceptance, team culture and operational systems. Instructors: Rachel Karfeld and Larry Guzzardo. CE Credits: 16. Tuition: $2,999 for one doctor + one leader; $1,200 for additional leaders.
Learning Objectives
- Develop strategic leadership skills by shifting from daily operational demands to long-term thinking that drives growth, profitability, and team alignment.
- Workshop leadership styles and apply them effectively when communicating with both team members and patients to foster trust, accountability, and collaboration.
- Analyze financial performance through hands-on workshops using profit and loss statements to forecast profitability, calculate annual production capacity, determine personal income share, and set an operating budget that keeps expenses in a healthy range.
- Understand the true costs of write-offs and discounted dentistry, while learning how to maintain a healthy balance between productivity, profitability, and personal lifestyle —
- including how many working days are needed annually to meet goals and still take time off.
- Role-play communication skills across the employee lifecycle —
- from interviewing and onboarding through performance evaluations, compensation discussions, and difficult conversations —
- to improve engagement, retention, and team culture.
- Identify and monitor key practice metrics that reveal efficiency, profitability, and growth opportunities, and use them to streamline operations and create a stress-free, productive schedule.
- Foster a culture of excellence by building a workplace that prioritizes innovation, collaboration, and continuous improvement, keeping both patients and team members aligned with the vision of complete care.