Don’t Miss the 2019 DSO Education Forum

May 17-18, 2019 - Aria Resort & Casino - Las Vegas, NV


Julie Rice

Co-Founder, SoulCycle & Partner, WeWork


Julie Rice is an entrepreneur best known for co-founding the fitness phenomenon, SoulCycle. Rice served as Co-CEO at SoulCycle from 2006 to 2015 before becoming the Chief Brand Officer at WeWork in November 2017.

View Full Bio

Tickets: $599 per person.

Use promo code: EARLY19 for $40 off registration before February 20, 2019.

Includes meals both days, track admission, and admission to Friday evening networking event at Jewel Nightclub (open bar). We are expecting over 800 attendees from the US & Canada at the 2019 DSOEF.

Opening Panel: Dental Industry Titans

Brian Colao

Director, Dykema | MODERATOR


Marc Berendes

CEO –Kulzer GmbH

Stanley Bergman

Chairman & CEO – Henry Schein, Inc.

Donald Casey

CEO- Dentsply Sirona

Panel Discussion: The Emerging Roles of Practice Management Software for Dental Patients, Providers, and Payers

David Kochman

Vice President, Corporate Affairs and Deputy Chief of Staff, Henry Schein


Keep Checking Back for Itinerary Updates

Women's Leadership Panel

Julie Rice

Co-Founder, SoulCycle & Partner, WeWork


Kim Diamond

Senior Director- Henry Schein, Inc.

Melissa Marquez

COO- Dental One Partners

Jennifer Naylor

Executive VP, Hu-Friedy

Lori Noga

CEO, Tranquility Dental

DSO Panel: Featuring Executives from 3 DSO's of Varying Sizes

Jake Meadows

Vice President of Sales-Special Markets at Henry Schein

Closing Speaker

Stephen E. Thorne

CEO, Pacific Dental Services


Highlights from the 2018 DSO Education Forum

600+ attendees. 140+ Groups & DSO’s from the US & Canada. 3,500+ brick & mortar dental practices represented from 38 States & Provinces between the US & Canada.

It was an event to remember.

DSO Education Forum Tracks 2019

Leadership Development (New!)

Perfect for members of a group practice or DSO who manage other individuals. Whether they’re new to a leadership position or a seasoned leader, the track will cater to all experience levels. This brand new track for 2019 will teach attendees best in class team coaching, mentoring skills, and how to build team harmony within one location and across many locations. This session will feature interactive activities, as well as keynote lectures from world class leadership development experts as well as COO’s, Regional Managers, and Executives from DSO’s.

National & Emerging DSO

Speakers & content geared toward DSO’s with a local, regional or national footprint. This track is also perfect for solo practitioners / private practice dentists looking to enter the DSO arena.

DSO Hygiene

We bring in the leading dental hygiene consultants & speakers to educate on best in class hygiene practices, for one location and then scaling that to multiple locations. In 2018 this track became an idea exchange and terrific networking room for hygiene professionals and leaders across the US & Canada.

Leadership Development

Dr. Jan Jaffer


Course Description

Lorie Streeter


Course Description

Steve Gutzler


Course Description

Cara Brookins


Course Description

Amber Collins


Course Description

National & Emerging DSO

Jamie Stover


Course Description

Patrick Costello


Course Description

Abe Kasbo


Course Description

Mark Hillebrandt


Course Description

Scott Kalniz


Course Description

Jacob Puhl


Course Description

Cindy Roark


Course Description


Heidi Arndt


Course Description

Tami Wanless


Course Description

Olivia Wann


Course Description

The 2019 Friday Evening Networking Event:

at Aria Las Vegas

Have an idea for a topic or a speaker for our 2020 event?

Forum Executive Producing Sponsor

Forum Producing Sponsor

The DSO Education forum is hosted by Henry Schein for the benefit of our customers.
Henry Schein reserves the right to decline admission for any reason to any person, including but not limited to competitors of Henry Schein.
Agenda and speaker line up may change without notice.  Not responsible for typographical errors.

David Kochman

David Kochman serves as Vice President, Corporate Affairs and Deputy Chief of Staff. In that position he is responsible for the Company’s Corporate Social Responsibility, Global Professional Relations, and Government Relations activities, as well as the management and administration of projects and initiatives originating from the Office of the CEO. Previously, David acted as the General Counsel and Corporate Development Officer for a privately-held company in the regulated consumer products industry, and was a Partner in the New York office of the international law firm Reed Smith. Before law school, David worked in Jerusalem for the Deputy Speaker of the Israeli Knesset. David is actively involved with numerous charitable organizations and has received many prestigious awards recognizing his dedication to public service. While at Henry Schein, he continues to represent a death row inmate in post-conviction proceedings, and serves on the Board of Directors of both MedShare and The Fortune Society. David received his B.A. in Philosophy from Emory University and his J.D. from the Benjamin N. Cardozo School of Law.

Successful Culture with High Performing Teams

As most management gurus teach, a high performing team is one in which the members align with the values of the organization. Some universally accepted values in a quality dental team are Teamwork, Respect, Exceptional dentistry and Continuous improvement.

However, just working within these values will not sustain and grow such a team.
An important aspect that is often overlooked is the creation of a successful culture that affords the team an opportunity to feel engaged in a bigger game. High performing team members need to be challenged to be socially responsible and make a positive difference in the lives of others by giving back.

When your organization creates such a culture of serving the community locally and globally, you will be amazed at the great camaraderie and synergy that transpires. You will gain the respect of your fellow professionals and attract more winning team members. Learn how to create such a successful culture while delivering values-based and socially-conscious dentistry.

Dr. Jan Jaffer

Having decided at an early age that he wanted to follow his father’s footsteps into a career in dentistry, Jan wasted no time in achieving this goal. Right out of high school, he completed the 5-year dental program at the University of the Pacific in San Francisco, where he graduated with his doctorate in 2002 at the age of 22.  Upon graduation he was admitted into the OKU (Omega Kappa Upsilon) Fraternity for the top 10% of the graduating class. Upon graduating from dental school, Jan joined his father’s family dental practice and was mentored on how to build and nurture caring relationships. He took the lead in converting the practice to be totally digital and paperless in 2003. It is this ethos of hard work, integrity and giving back to his patients, staff and the community, that has led Jan to develop the TREC Dental Partnership that operates 15 dental clinics in the Calgary area. All the TREC Clinics have a reputation for being beautifully designed and well-operated leading edge facilities. Jan has always been an early innovation adopter right from being the first Canadian dentist to import the new Sirona Teneo treatment centre and Galileos (3D CBCT). He has also established a digital dental laboratory to be able to support the digital platform of the clinics. All of Jan’s partners at these clinics share his passion for social consciousness and they are all actively involved in giving back to the community. In 2018, TREC Dental partnered with CUPS to operate a free dental clinic in Calgary providing care to some of Calgary’s neediest citizens. Jan regularly volunteers with Kindness in Action, Dentistry For All and the Alex Bus. He has been on eleven overseas dental missions to perform dentistry in remote communities in Guatemala, Peru, Tibet, Morocco and Ecuador. Jan is also very active in his local community. He is currently the Chair of the World Partnership Walk Calgary. He is also passionate about health and fitness. He absolutely loves Crossfit and is the co-owner of TREC Fit Lab, a gym in NW Calgary that helps others get fit and healthy. Jan has been invited to speak at national meetings on practice management and team empowerment and is currently a lecturer with Straumann Dental in the field of restorative implant dentistry.

Julie Rice

Julie Rice is an entrepreneur best known for co-founding the fitness phenomenon, SoulCycle. Rice served as Co-CEO at SoulCycle from 2006 to 2015 before becoming the Chief Brand Officer at WeWork in November 2017.

Rice and her partner Elizabeth Cutler started SoulCycle in 2006 in the rear lobby of an Upper West Side dance studio found on Craigslist. As founders, CEO's and Chief Creative Officers, they grew the company to 60 studios. Cutler and Rice were honored as one of Goldman Sachs’ 100 Builders + Innovators in 2013 and 2014 and were voted one of Fast Company’s Most Creative People in Business. In 2015, Cutler and Rice were honored as two of AdWeek’s Brand Geniuses.

Rice's life's work has been about building community and she brings that focus to her new role at WeWork. At WeWork, Rice is approaching everything through the lens of community – she is focusing on WeWork's brand and the experience WeWork provides its members, and seeking new and innovative ways to grow and share the WeWork experience around the globe.

Prior to opening SoulCycle, Rice worked in the entertainment business, discovering and developing talent for companies like Handprint Entertainment in Los Angeles, where she lived for nine years. A graduate of the State University of New York at Binghamton, Rice majored in English and Theater. Rice lives in NYC with her husband, Spencer, and their two daughters, Phoebe and Parker.

Amber Collins

Amber is the VP of Operations for Peak Dental Services, which has been recognized as one of Inc. Magazines Top 5000 fastest growing companies and has been dedicated to the growth of the company for the past ten years. She has extensive knowledge of operations and the dental field and is dedicated to growing and scaling operations, training teams by designing, writing, and implementing extensive training programs, as well as building and developing teams to support aggressive growth.

Scaling Leadership Development

Whether you are operating one office, or hundreds, do you have leaders in place who share your vision, values, and goals?

Scaling operations means scaling your leaders appropriately. Discover how to build an infrastructure of accountability, a culture centered around your core values, and develop a talented team to support your growth. See how taking the appropriate steps now can lead to an increase in retention, revenue, and productivity in the future.

During this course, I will go through my top 10 tips of leadership growth I’ve learned from helping Peak Dental Services scale from 10 to 400+ people. I’ll cover topics such as structuring the Regional Manager Role, setting up the optimal cadence of accountability meetings, building a positive culture, designing and rolling out scalable training programs, and etc.

Beyond an Exit; Preparing your group to successfully take on a strategic or financial partner and accelerate growth IV

As emerging dental groups scale, Founders face a wide array of choices when it comes to raising capital for their future growth and a lot of difficult questions about the future: Will they go it alone with bank debt or take on a partner? What does it mean for the organization and Founder to bring on a private equity investor compared to a strategic partner? How does the design and implementation of their operational model affect this choice? Where does culture fit in? What is it that investors and strategics are really looking for in emerging groups? What steps can an emerging group take to improve its value today, find a partner that aligns with its vision and prepare for a ‘second bite’ in the future?

Having been a healthcare private equity investor, founding executive with multiple private equity backed start-ups and now leading M&A for a National DSO, Patrick will address these questions and give practical suggestions to help emerging groups understand their options and evaluate when and if a Strategic or financial partner is right for their business.

Stephen E. Thorne, IV

Stephen E. Thorne, IV, B.A., M.H.A., is CEO and Founder of Pacific Dental Services® (PDS®), a leading dental support organization (DSO) established in 1994 and headquartered in Irvine, California. PDS currently provides business support services to over 700 dental practices throughout 20 states. PDS, which will celebrate 25 years of service in 2019, has landed on the prestigious Inc. 5000 list 13 times.

Mr. Thorne began his work in the dental field in 1989 when his father, a dentist, offered him a job managing a struggling dental office. That first office became a big success, and Mr. Thorne continued to work with his father for several years before venturing out on his own and creating PDS.

The company is dedicated to the success of dentists. Their mission is to provide the best choice for practicing dentists through their development of efficient dental practices, dedication to effective management services, and a commitment to maximizing individual and professional God-given potential. Another core value of PDS is service, illustrated through the Pacific Dental Services Foundation, a 501 (c)(3) charitable organization that provides service programs for oral healthcare locally, nationally, and internationally.

Mr. Thorne’s leadership and influence extend beyond PDS to the wider dental industry. He was instrumental in forming the Association of Dental Support Organizations (ADSO) which represents some of the largest DSOs in the world; he served as the founding President for the first three years. He is a member of the Dean’s Advisory Board for Harvard School of Dental Medicine where he helps drive their ambitious agenda to integrate oral health and medicine. Mr. Thorne also sits on the board of the Strategic Advisory Council, part of the Santa Fe Group comprised of trusted dental scholars and professionals. The Council is focused on expanding oral healthcare access to aging Americans. He recently joined the Dean's Advisory Board at A.T. Still University’s Arizona School of Dentistry & Oral Health.

Mr. Thorne graduated from the University of California Los Angeles in 1989 with a major in Economics-Business. In 1994 he earned his Master’s Degree in Health Administration from Chapman University. In 2016 he was awarded the degree of Doctor of Humane Letters from A.T. Still University, the world’s first osteopathic medical school. Mr. Thorne resides in Nevada with his wife Pam of 28 years; they have seven children.

Dr. Scott Kalniz

Dr. Scott Kalniz is the CEO and Chief Dental Officer of Elite Dental Partners. Dr. Kalniz has over twenty years of experience in key leadership roles within dental organizations. He also currently serves on the board of several PE backed healthcare companies.

After graduating from The Ohio State University with a BS/BA in economics, he continued his post-graduate studies at Ohio State and graduated from the College of Dentistry with a D.D.S. in 1998.
He then joined his father’s practice, Corner Dental, and grew it to a 6-location multi-specialty group while practicing dentistry full time.

After a successful transaction with a regional DSO, Dr. Kalniz continued with the group in several strategic roles. In 2014, Dr. Kalniz and several other dental executives founded Elite Dental Partners (EDP), a rapidly growing DSO headquartered in Chicago supporting over 100 affiliated offices in 13 states throughout the Midwest. EDP provides customized non-clinical support services to over 175 dentists and 1000 team members, allowing them to focus on providing outstanding care for their patients. Quality patient care is at the forefront of everything done at EDP, and EDP is seeking partners who always put their patient’s needs first.

Zero to 100 in…3.9 years! Scaling your DSO through purpose and partnership!

Dr. Kalniz will share his insights into growing Elite Dental Partners into a group with over 100 offices and 190 dentists. Going from 0-100 in a short period of time takes an outstanding team running a great process. Having a solid mission and vision lights the way for sustained growth. Your team needs to believe in what it is you are trying to do. If you are looking to grow your DSO, you must focus on building a solid foundation for that growth. It needs to be strategically planned and you must build a solid playbook. Little issues in a small organization are highlighted and multiplied in a large one.

The Chief Clinical Officer Imperative- Your Secret Weapon to Driving Strategy and Growth

This Program provides an in-depth look at why and how to develop an effective Chief Clinical Officer role within your organization. It's time to step outside of the compliance box when designing this role. This program will provide valuable tools to help you design and implement a modern clinical department for radical success.

Dr. Cindy Roark, DMD MS

Senior Vice President & Chief Clinical Officer

Dr. Roark is responsible for overall clinical leadership, including enterprise-wide clinical strategic planning, developing and improving clinical protocols, researching new technologies and services, overseeing quality assurance, and providing professional development opportunities to 1000 clinical team members and nearly 180 supported dental practices.

Dr. Roark brings over 18 years of private practice, non-profit, and DSO experience to DentalOne Partners, Inc. In addition to owning a successful private practice in Nantucket, Massachusetts, she served as Clinical Officer at a major DSO and was formerly the Director of General Dentistry and Associate Professor at the Vanderbilt University Medical Center.

Dr. Roark received a Master of Science in Health Care Management degree from Harvard University and earned her dental degree Magna Cum Laude from the Henry M. Goldman School of Dental Medicine at Boston University. Additionally, she is actively involved in mentoring young providers, Phi Mu Sorority Alumni Association, and University of Tennessee Alumni Association. She enjoys hiking, family bucket-list trips, and college football.

Digital Marketing for the DSO

Presented by Abe Kasbo & Mark Hillebrandt

In this lecture, Mark Hillebrandt and Abe Kasbo will take a deep dive into digital marketing. What is digital marketing and how can it benefit a DSO? How is it possible that a google search for a dentist can lead to an ad for a local dental practice appearing on another random website a week later?

Mark will kick things off with how digital marketing works, how prospective patients / customers are targeted online using various methodologies, search engine optimization techniques, and his personal experience with how digital marketing has transformed marketing in general.

Abe will lecture during the latter portion of the seminar and dive into what options are available for DSO’s in terms of digital marketing & advertising, and where to start. Abe will also show sample DSO budgets for marketing and individual campaigns.

Brian Colao


Brian A. Colao has a nationwide practice that focuses on all facets of complex commercial litigation, including contractual disputes, franchise disputes, issues of corporate governance, breach of fiduciary duty, theft of trade secrets, unfair competition, covenants not to compete, patent, trademark and copyright infringement, fraud and deceptive trade practices, disparagement, lender liability and other business claims. Mr. Colao is the Director of Dykema’s Dental Service Organizations Industry Group and advises clients in the health care industry on numerous federal and state regulatory issues including fraud and abuse, HIPAA, corporate practice of medicine and dentistry, fee splitting, credentialing, advertising and billing issues.

Over the last several years, Mr. Colao has served as lead trial counsel in many significant commercial disputes pending in more than 25 different federal districts in over 20 states. He has appeared as lead counsel in numerous state court cases pending in at least 10 states and three Canadian provinces. He has also represented clients in domestic and international arbitration proceedings pending in New York, London, Zurich, Costa Rica, Los Angeles, Atlanta, Dallas, Houston, Orlando, New Orleans, Miami and Jacksonville. Over the course of his career, Mr. Colao has tried in excess of 50 cases to judgment including jury trials, bench trials, and domestic and international arbitration proceedings.

Essential Steps to Exponential Growth

Learning Objectives:

Participants will leave with a concrete understanding of the strategies and business systems used by the most successful emerging groups to jump-start growth.

Covers the most commonly encountered challenges of emerging dental groups, such as:
Executive leadership and building a C-suite; deciding which executive to hire next;
deciding company priorities; how to act on company priorities;
how to find help and support; how to set your vision; deciding how to centralize;
coming up with a business strategy; and many more, along with the best solutions we see from DEO Members and other groups.

Jacob Puhl

Jake is passionate about establishing thriving dental groups and DSOs by building executive teams, executive leadership, culture, operational systems, recruiting, retention, and financial structures.

As current partner and CEO of the Dentist Entrepreneur Organization (DEO), Jake works exclusively with emerging-market group dental practices by building a community of like-minded group practice owners. Jake gives group practice leaders the resources and support they need to move from disjointed “dots on a map” to unified, thriving dental group enterprises by “Thinking like a CEO.”

Jake earned his MBA from Xavier University and has now started, owned, and served as CEO of several seven-figure businesses.

After starting Firegang Dental Marketing in 2010 and building that company up to one of the most successful marketing companies in dentistry, he left in 2016, having helped thousands of dentists build practices new patients love.

Hygiene: Your DSO's Growth Accelerator

Your dental hygiene team provides more to your dental group than the 6 month hygiene appointment.  With the dental hygienists spending more time with your patients than any other person in your practice, they hold the key to building value, increasing patient retention and improving your revenue.

Discover how your dental hygiene team can:

  • Methods to improve revenue
  • Realize the value of hygiene beyond the 30% of total practice revenue.
  • Organic hygiene growth strategies to grow your EBITDA.


Implementing Hygiene Programs in a DSO

With multiple providers and multiple locations it is important that you have a strong process for how you treat, communicate and retain your patient base.  It is equally important you have a process for you how onboard, train, mentor, engage and hold your hygiene team accountable.

In this course we will outline how to design a dental hygiene program within your dental group/DSO that will support growth, engagement and retention.

  • Protocols necessary for guiding your hygiene team
  • How to design your mentoring & training program
  • Implementing peer-to-peer mentoring
  • How to bring in a Dental Hygiene Director: Their roles & responsibilities.


Teamwork: Build High Performance teams

If your team members are inching toward small goals using careful, proven methods, you’re stuck yards behind and need a huge mindset shift to leap ahead. This program will teach you to identify the things holding you back and adopt a new way of reaching your goals.
Dynamic teams can produce dramatically better results than individuals – but it’s easy to get frustrated if everyone is working out of sync. Improving team culture will re-energize and empower every member.
Building a house from scratch with her four kids (two boys and two girls), by watching YouTube tutorials, was an incredible lesson in team culture. Cara’s family was barely able to communicate when they began, but by the end they could practically read each other’s minds. Discovering their weaknesses and highlighting their strengths pulled them through the toughest tasks.
Using real-life examples from the construction site with her kids, a team ranging from seventeen to two years old, Cara challenges audiences to take advantage of the wide range of skills and temperaments of a diverse team.
This program helps teams overcome challenges and think more creatively about processes outside their everyday tasks in order to set larger goals and imagine innovative ways to achieve them.

Key Takeaways:
• Identify professional roadblocks
• Understand the value of big goals
• Discover the power of a varied team
• Stay confident through challenges
• Develop fearless determination
• Discover the importance of attitude
• Maintain high performance teams
• Increase team energy level

Cara Brookins

Cara Brookins is a bestselling author and professional speaker, who, despite her lack of construction training, built a 3500 square foot house with her four kids by watching YouTube tutorials. Her successful book about the project launched her career as a keynote speaker and media personality and has now been optioned to become a Hollywood film.

Cara’s keynote presentations combine strong content with entertainment to help audiences around the world build a better life and career. She proves that reaching your highest potential isn’t just about how hard you work but about adjusting your mindset and strategy to take full advantage of the hours you’re putting in. Your vision, mindset, and focus become the building blocks for your success.

Work Smarter by Association

How A DSO can improve their bottom line by tapping into a management community

As practice leaders, we tend to rely on our limited understanding of our teams and their ever changing dynamics. Daily management distractions, crises, emergencies and daily tasks begin to outweigh creativity, team development and ultimately patient care all of which also lead to poor retention and poor performance.

As the Vice President of the largest association for dental office managers and practice administrators in the country, Lorie Streeter will share relevant advice, best practices from the best managers in the country and simple steps you can take today to connect to likeminded leaders just like you. Don’t lead in a vacuum because that sucks!

Course Learning Objectives:
• How to work smarter by association – Learn to harness the power of a trusted management resource community
• Learn to recognize when toxic patterns emerge in your practice and how to resolve them
• Review and reward your team for innovative and creative problem solving
• Leave the course with 10 of the best leadership lessons from AADOM’s Dental Practice Administrators of the year

Lorie Streeter, FAADOM, CTC Vice President, AADOM–

Lorie has been working with The American Association of Dental Office Management, or AADOM for the past 11 years. Lorie’s dental career spans 29 years, 12 of which were spent as a dental office manager. Lorie has been speaking to large and small groups on behalf of AADOM educating dental office managers on the benefits of AADOM, Marketing Best practices, Team development and improving the relationship between doctor and practice leader. Lorie is dedicated to the growth and development of AADOM members and business teams. Lorie serves on the AADOM advisory council, AADOM Executive team and is on the advisory board of Efficiency in Group practice magazine and Dental Entrepreneur Woman Magazine. In 2015 Lorie was recognized as one of the top 25 Women in Dentistry by Dental Products Report magazine.

Five shifts to become the leader you WANT to be! - Steve Gutzler

How extraordinary leaders manage moments that define their reputation and drive successful results Research shows that 83% of the time, people are able to effectively manage their relationships with people and the tasks that need to get done. However, in those 17% moments when interactions become more challenging, and work more difficult, we all find the hard truth: whether or not we are able to continue to operate at our full potential. This is the heart of emotional intelligence and where your reputation is built. Armed with the most recent research in the field of human behavior, Steve Gutzler will guide your team through the “new rules” of leadership to become more effective and influential.

Steve shares stories that will amaze and entertain your team, while delivering the actionable leadership tools they need to soar. These lessons and strategies can be applied immediately in leadership, sales, and personal development. Audiences will walk away feeling inspired, empowered, and equipped to tackle professional must-have goals.
Learning objectives:
• Discover the brain science of emotions and how to self-regulate emotional hijacking moments
• How to turn the stress hormone, cortisol, into your friend
• Master your emotions, moods, and attitudes for high performance
• How to connect deeper and coach more effectively
• The four strategies to mastering the 17% moments
• Breakthrough methods for communication, collaboration, and coaching

Steve Gutzler

Steve Gutzler is the President of Leadership Quest, a Seattle-based leadership development company. Steve is a dynamic, highly-sought-after speaker who has delivered more than 2,500 presentations to a list of clients including Microsoft, Starbucks, the Seattle Seahawks, Pandora Radio, Boeing, Cisco, Starwood Corporation, the Ritz Carlton group, and the U.S. Social Security Administration.
He recently was voted #1 by the readership of Huffington Post as the Most Inspirational Leader on Social Media.

Top 10 OSHA Violations – Oliva Wann

Have you ever wondered what types of violations actually occur when a dental office is inspected? This timely program addresses the top 10 OSHA violations in dental practices. This course will help you to avoid making the same compliance mistakes. The program weaves in Infection Control to show how compliance with OSHA and CDC's guidelines go hand in hand. She will provide insight on the required documentation and how to set up systems that actually work. She will discuss the job duties of the compliance officer and how to work with non-compliant employees.

Olivia Wann

Olivia joined the dental profession in 1985 having served as an office manager and dental assistant. She graduated magna cum laude from St. Joseph’s College with a Bachelor’s of Science degree in Health Care Administration and with a Doctorate in Jurisprudence from Nashville School of Law.

Olivia was one of the contributing authors for the ADA’s publication, Management the Regulatory Environment: Best Practices. She’s written articles for Dental Economics and other dental journals.
Olivia and her team members provide onsite and online consulting, policy development, and training in the areas of OSHA, Infection Control, HIPAA, and HR.

Global Dental Health Trends That Will Change the Way You Deliver Patient Care – Tami Wanless

Guided Biofilm Therapy (GBT) is transforming the global landscape, and we are proud to discuss the paradigm shift of progress. During the course, we will explore GBT as the new state of the art approach that is a patient-oriented concept revealing a less painful appointment. Join this high energy course and discover that not all prophylaxis procedures are created equal and differentiate your DSO. Reconsider traditional treatments which can damage restorations, tooth structure, titanium implants, and tissue; advance your team with a minimally invasive protocol. Learn what other countries have known for years, that you can scale less and remove MORE biofilm in less time.

Doctor and Hygiene Harmony – Synchronize your Examination and Maximize your Production – Tami Wanless

This course will guide you to reexamine key hygiene assessment protocols and increase profits into your DSO. Discover how to pinpoint disease conditions accurately and match them with proper codes including new AAP Periodontal Classifications. Effectively communicate treatment options between doctor and hygienist increasing patient acceptance. Avoid “giving away periodontal treatments,” reduce risk management issues and avoid losing money through improper billing.

Tami Wanless RDH, MED.

Tami Wanless is the Global Professional Education Manager at Hu-Friedy Mfg. Co. LLC. She holds a master’s degree in Adult Education from Northern Illinois University, as well as a bachelor’s degree in Health Science from University of St. Francis and an associate’s degree in Dental Hygiene from William Rainey Harper college.

Before teaming-up with Hu-Friedy as a Key Opinion Leader in 2013, Tami spent nearly 25 years teaching at three of Illinois’ prestigious dental hygiene programs. She has nearly thirty years of experience in clinical dental hygiene practice, and has led numerous dental hygiene missions worldwide, providing care to underserved areas. She continues to take time each month to work in private practice in the Chicagoland area.

Tami authors and presents on a multitude of dental hygiene related topics, with an emphasis on hands-on instrument sharpening and clinical techniques worldwide. She is committed to supporting dental professionals with research and experience. When not educating, sharpening, scaling or staying active in professional organizations, you might find Tami planning the next dental mission trip. She is committed to dentistry and quality patient care while, providing a lasting positive impression in the lives of learners

Heidi Arndt RDH, BSDH

Heidi Arndt RDH, BSDH has been working in the dental field for over 18 years. Her experience stretches from working as a treatment coordinator, dental assistant, and practice manager before graduating from the University of Minnesota with a bachelor’s degree in Dental Hygiene.

Heidi spent the early part of her career working in private practice and at the Mayo Clinic (Department of Dental Specialties). In 2002, Heidi began working for American Dental Partners, where she was a dental hygiene mentor/coach and was later promoted to Director, Dental Hygiene Development. Heidi managed over $140 million in annual revenue, and led all dental hygiene development activities for American Dental Partners affiliated dental groups (more than 250 practices and 1000 dental hygienists across the entire United States). Heidi created and implemented a mentoring and dental hygiene development curriculum, that improved patient care, created accountability increased hygiene profits exponentially year after year.

In 2011, Heidi launched Enhanced Hygiene. She is dedicated to helping dental groups support the development and enhance the value of their dental hygiene team. Heidi’s coaching and training programs have helped hundreds of practices achieve their long sought after goals – improving leadership, teamwork, organizational systems, patient care, patient service, verbal skills, and the bottom line.

Jamie Stover, CDT- Course Description

Digital Impression Scanners; Exploring the benefits of the digital workflow for DSO’s

Digital impression scanners are no longer new technology only for early adopters and are fast becoming the standard of care. It's easy to be overwhelmed by the task of choosing the right scanner, implementation, and ROI and this is exacerbated in the group dental model with multiple offices/scanners required.

This course shows the evolution of digital impression scanners and highlights features of scanners today, digital restorations and lab workflow, and presents key tips for sampling and selecting the correct scanner for your group, staff involvement, implementation across multiple offices, digital restorations (Fixed, Implant and Removable), modeless restorations and associated cost and case production time savings, and much more.

Jamie Stover, CDT

Senior Manager of Dental Lab Applications

Jamie Stover, CDT is the Senior Manager of Dental Lab Applications at Carbon3D. Previously Jamie was Chief Operating Officer of Ziemek Laboratories and has been a dental laboratory technician for over 20 years. Jamie has written dozens of articles for national dental publications and lectures regularly on a myriad of topics for dental professionals.

Jamie researches, tests, and implements the latest dental technology and materials to help dentists and labs be profitable and productive. He is a proponent of digital technology and the digital workflow, and in his role at Carbon 3D is a consultant for labs and dentists on streamlining production with the digital workflow and unlocking inherent efficiencies. Jamie is passionate about continuing education and promoting constructive communication between the dental lab and dental clinic to build synergy and improve productivity.

Jamie is a member of several professional organizations including: The Dental Technician Alliance of the American College of Prosthodontists, the NADL Business Management Committee, the Straumann Speaker Bureau, he is on the team of professional contributors at, is an Align Dental XP Lecturer, is a Key Opinion Leader for Juvora, and is a Special Section Editor at Inside Dental Assisting.

Patrick C. Costello

Patrick Costello is the Director of Business Development for Smile Brands
Inc and OneSmile LLC, where he leads new practice partnerships for the
West Region. Patrick brings 12+ years of experience in mergers,
acquisitions and capital raising within the health care services industry.
In March 2016, Patrick joined with Steve Bilt (CEO, Smile Brands) and
Brad Schmidt (CFO, Smile Brands) to lead acquisitions for their newly
formed DSO venture, OneSmile LLC. Later in 2016, OneSmile LLC
successfully acquired Smile Brands Inc. and Patrick continued on to lead acquisitions for the combined

Prior to Smile Brands, he was a Senior Consultant for the Private Equity Value Creation group at Ernst &
Young (EY). At EY, Patrick consulted with public and private companies to improve their operations
following transformative events such as mergers and acquisitions. Prior to joining EY, Patrick partnered
with Dr. Barry Karlin (founder of CRC Health Group, formerly a Bain Capital Company) and two other
former CRC Health Group executives to found Prospira PainCare, a private equity-backed healthcare
services company. Prospira PainCare provides integrated, multi-specialty pain management services for
acute, chronic or intractable pain though a network of world-class providers in five states. At Prospira,
Patrick led the acquisitions of four multi-site regional platforms and three follow-on acquisitions which
generated net revenues of over $55 million. Post-acquisition, Patrick collaborated with physician leaders
to accelerate the growth of the acquired practices through the development of de novo locations and the
introduction additional services for their existing patients.

Prior to joining Prospira PainCare, Patrick was a Senior Associate at Gryphon Investors, a San Francisco
based private equity group with over $1 billion of committed equity capital, where he was responsible for
executing and monitoring investments in the healthcare services industry, focusing on sectors such as
physical therapy, dental services, addictions treatment, clinical research and healthcare information
technology. Before joining Gryphon Investors, Patrick was an analyst in the Healthcare Group of Piper
Jaffray, a Minneapolis based investment bank, where he executed buy and sell-side M&A assignments,
IPOs, and private placements within the healthcare services, biotech and biopharma sectors.
Patrick received his Bachelor of Arts in Economics and Computer Science from Bowdoin College in
Brunswick Maine. Outside of his professional life, he enjoys skiing, running, golfing and is a diehard fan
of the Patriots and Red Sox. Originally from the Boston area, Patrick now resides in Orange County, CA
with his wife and two children.

For more information regarding Smile Brands Inc., please visit us at

Mark Hillebrandt

Vice President Marketing, NA Dental Group, Henry Schein

Mark Hillebrandt joined Henry Schein in March 2018 and serves as the Vice President of Marketing for the North America Dental Group. He has over 10 years of dental industry experience along with expertise in transforming how customers buy products through both digital marketing and e-commerce. Most recently, Mark was the Business Leader for the Professional Dental, Medical and Scientific product categories at Amazon, where he led Amazon’s growth of professional healthcare supplies to private practice doctors and group practices. Prior to this, Mark held several leadership roles within KaVo-Kerr, with his most recent being Vice President and General Manager of the CAD/CAM business unit. Additionally, he served as Vice President of Marketing and Product Development at the Ormco orthodontic businesses as they transitioned focus from traditional braces to digital products. Previous to that he spent several years within the KaVo-Kerr Imaging business, where he supported a variety of digital imaging products in addition to leading the i-CAT 3D x-ray business. Mark holds a bachelor’s degree in Electrical Engineering from the University of California Riverside and an MBA from the University of Southern California.

Abe Kasbo

Abe Kasbo is Founder and CEO of Verasoni Worldwide, a marketing and public relations firm with offices in Montclair, NJ and Austin, Texas. The firm delivers integrated marketing, public relations, advertising, and digital strategies across channels to clients in the US, Europe, The Middle East, and Southeast Asia. Verasoni Worldwide’s clients include Georgia-Pacific, Colgate, Henry Schein, AECOM, NeoGraft, Nobel Biocare, Montauk Financial, Raritan Bay Medical Center, Hurley Medical Center, and Integrated Healing Technologies. Abe serves as an advisor to CEOs and C-Suite executives on communications, branding, and public relations strategies. He is a sought-after speaker nationally and internationally. He has spoken at the Swedish American Life Sciences Summit in Stockholm, Sweden and the #140 Conference Montreal in Montreal, Canada.

Mr. Kasbo has been featured in The New York Times, Institutional Investor, PBS/Chicago, The National, The Record, The Star-Ledger, FOX, WOR, New Jersey Monthly, AM970 The Answer, and NJBiz, Journal of Hospital Contracting, Becker’s Hospital Review, as well as international media outlets in Europe and the Middle East. Mr. Kasbo is Chairman of Verasoni Ventures, which incubates and advises startups in healthcare and financial business services, including his latest company,
In 2015, Mr. Kasbo was recognized as Economic Bridge Builder of Year by the Governor and Legislative Branch of the State of Michigan – Wayne County in Michigan also bestowed the same honor. He is the founder of – a philanthropic effort aimed to bring 200,000 toothbrushes to support the oral health of Syrian refugees in Germany, Canada, and the United States.
Mr. Kasbo holds a Master’s Degree in Public Administration and a Bachelor of Arts in Political Science and International Relations from Seton Hall University.