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MEET THE SPEAKERS

Pat Bauer

CEO, Heartland Dental

Blair Primis

CGO, Orthocarolina

ALI Oromchian

CEO, HR for health

Jill Nesbitt

CEO, Optimize Dental Consulting

stephenie goddard

CEO, Glidewell Dental

Dr. Tim quirt

SVP, Heartland Dental

Brandi marzolino

Fractional COO,
 Courage & Joy at Work

Sam Strain

chief development officer,
healthstream ventures

Sam Strain

chief development officer,
healthstream ventures

Devin Amberg

Chief Revenue Office,
Kwikly Dental Staffing

Ashley bond

Chief Dental Billing Officer,
Wisdom

Founder,
The Next Level Executive

Perrin DesPortes

Daniel Barsotti

Director of Special Markets, MaxAssist

Florian Hillen

Founder and CEO of Videa

CEO of Rock Dental Brands

Kristi Casey

Diwakar Sinha

Founder & CEO of Polaris Healthcare partners

George  Radigan

General Manager of Henry Schein Practice Sales

Founding Partner - Viridian Dental Partners

Alix Laurain

Chavelle Rice

Director of Membership & Education for AADOM

Jayden Bell

CEO and CO-founder of Dental Coach USA

CSO and Co-Founder of Dental Coach USA

Bob Affleck

Dr. Andrew Matta

Founder and CEO of Matta Group

Aimee Fletcher

Director of Strategic Partnerships at Spear

Director at EllioTt Davis

Eric Pastan

Jennifer Steadman

Founder of STeadman Onboarding Solutions

Dr. CArolyn Brown

CO-founder of Different Kind 

Chief Clinical Officer at Partnerships for Dentists

Dr. Greg Kerbel

Brett Lemmon, CPA

Senior Wealth & Tax Advisor at Earned

Emma Cifuentes

 COO At Progressive Dental Management 

Founder of Dental Entrepreneur Media

Anne Duffy

Michael StolTz

Business Development Manager At Wonderist Agency

VirGIL Ochoa

 Partner, DSO Industry Group, Dykema

Member, Dykema

Michael Twomey

Mike White

Principal at
CLA

Preston Raulerson

President at PDS HEalth Technologies

Pat Bauer

CEO, Heartland Dental

An integral member of the Heartland Dental family since its infancy, Patrick Bauer brings more than 26 years in dental and healthcare operations management to the company. As President and Chief Executive Officer, he is responsible for the oversight and management of all operations and day-to-day functions of Heartland Dental. Pat possesses a passion for promoting both personal and professional growth that stretches beyond his daily duties. In his spare time, he is a certified instructor for the Advanced Achievement Leadership program with Dr. Gerald Bell at the University of North Carolina. Pat graduated from the Minnesota School of Business and attended Concordia College.

Blair primis

CGO, OrthoCarolina

With 30 years of experience in growth, marketing communications, creative direction, and social networking roles, Blair is a seasoned leader who specializes in driving demand and growth for businesses, establishing best-in-class user experience solutions and standing up bespoke teams and strategies. Blair leads growth teams, responsible for marketing strategy and execution for groups that supports and empowers healthcare organizations to achieve their practice goals and thrive in the modern healthcare market.

Throughout his career, Blair has built and led high-performing marketing teams that deliver best-in-class work products and results across a multitude of industries. Blair has been involved in various strategic initiatives, board memberships, and advisory roles that demonstrate my passion and commitment to the local community and the creative industry. Blair is an active mentor and coach, and enjoys teaching and speaking on topics such as demand generation, growth strategies, effective marketing disruption and evolution, leadership, maximizing team performance, customer/patient experience, change management, and planning. 

Blair currently is the Chief Growth Officer of OrthoCarolina, which  is one of the nation's largest independent, physician-owned orthopedic and musculoskeletal practices, primarily serving the Carolinas.

With 30 years of experience in growth, marketing communications, creative direction, and social networking roles, Blair is a seasoned leader who specializes in driving demand and growth for businesses, establishing best-in-class user experience solutions and standing up bespoke teams and strategies. Blair leads growth teams, responsible for marketing strategy and execution for groups that supports and empowers healthcare organizations to achieve their practice goals and thrive in the modern healthcare market.

Throughout his career, Blair has built and led high-performing marketing teams that deliver best-in-class work products and results across a multitude of industries. Blair has been involved in various strategic initiatives, board memberships, and advisory roles that demonstrate my passion and commitment to the local community and the creative industry. I am an active mentor and coach, and I enjoy teaching and speaking on topics such as demand generation, growth strategies, effective marketing disruption and evolution, leadership, maximizing team performance, customer/patient experience, change management, and planning. 

Blair currently is the Chief Growth Officer of OrthoCarolina, which  is one of the nation's largest independent, physician-owned orthopedic and musculoskeletal practices, primarily serving the Carolinas.

Jill Nesbitt

Founder, Optimize Dental Consulting

Jill Nesbitt is the Founder of Optimize Dental Consulting, an independent and product-agnostic firm specializing in implementing and optimizing dental software for multi-location dental groups.  She has helped hundreds of dental practices standardize their practice management software and her team provides an outsourced solution for successful software adoption incorporating change management and dental operations best practices.  

If you're looking for a partner for software selection to transition to cloud-based platforms or to optimize your existing tech stack and then roll out updated systems across your offices, we are here to step in when your team doesn’t have the bandwidth! www.optimizedent.com 

Beyond work, her latest adventures include learning how to sail!  

Jill Nesbitt is the Founder of Optimize Dental Consulting, an independent and product-agnostic firm specializing in implementing and optimizing dental software for multi-location dental groups.  She has helped hundreds of dental practices standardize their practice management software and her team provides an outsourced solution for successful software adoption incorporating change management and dental operations best practices.  

If you're looking for a partner for software selection to transition to cloud-based platforms or to optimize your existing tech stack and then roll out updated systems across your offices, we are here to step in when your team doesn’t have the bandwidth! www.optimizedent.com 

Beyond work, her latest adventures include learning how to sail!  

ALi oromchian

CEO, HR for Health

Ali Oromchian, JD, LL.M., is a leading legal authority in healthcare law and the founding attorney of Dental & Medical Counsel, PC, with over two decades of experience. His deep connection to healthcare comes from his wife's nearly two-decade-long career as a doctor. 

This personal insight fuels his dedication to empowering doctors to navigate their legal challenges and achieve their practice goals. In doing so, Ali has helped thousands of doctors open their practices while maintaining legal compliance. 

Ali is frequently quoted and contributes articles to many publications. In addition to practicing law for almost 20 years, Ali is a renowned speaker throughout North America on topics such as practice transitions, employment law, negotiation strategies, estate planning, and more! 

Additionally, Ali founded HR for Health, which is the leader in providing web-based human resources solutions and advice for doctors ensuring HR compliance for their practices and protecting them from employment law risks. 

Ali Oromchian, JD, LL.M., is a leading legal authority in healthcare law and the founding attorney of Dental & Medical Counsel, PC, with over two decades of experience. His deep connection to healthcare comes from his wife's nearly two-decade-long career as a doctor. 

This personal insight fuels his dedication to empowering doctors to navigate their legal challenges and achieve their practice goals. In doing so, Ali has helped thousands of doctors open their practices while maintaining legal compliance. 

Ali is frequently quoted and contributes articles to many publications. In addition to practicing law for almost 20 years, Ali is a renowned speaker throughout North America on topics such as practice transitions, employment law, negotiation strategies, estate planning, and more! 

Additionally, Ali founded HR for Health, which is the leader in providing web-based human resources solutions and advice for doctors ensuring HR compliance for their practices and protecting them from employment law risks. 

SAm antha "sam " strain

Co-Founder & Partner, HealthStream Ventures

Sam is Co-Founder and Partner at HealthStream Ventures. Healthstream invests alongside emerging dental support organizations and multi-site retail healthcare founders in the lower middle market. HealthStream provides flexible, deal-by-deal growth capital - in the form of debt, equity, or a combination of both - and advisory support to help category-defining retail healthcare brands reach their full potential while allowing founders to retain the value they've built.

Over the past decade, HealthStream's leadership has completed over 200 M&A deals and sourced more than $1 billion in growth capital for its DSO, PE, and family office clients, experience that led to the launch of its sister company, HealthStream Capital.

Sam brings a unique perspective, having sat on every side of the table as an operator, lender, and investor. She has held leadership roles at Bank of America Practice Solutions, UCB, and American Dental Partners (acquired by KKR). Alongside her work at HealthStream, she is building an umbrella of healthcare-focused companies, including Go Oral Health, Jump Capital, Reign Oral Health, and Doublemint Ventures. Doublemint invested in sector leader Vvardis and helped shape their early GTM for the US dental market. Sam is also a founding member of Cara Capital, a fund-of-funds democratizing access to VC investing for all. The fund is focused on medical-dental integration. She currently resides in Charlotte, NC. Sam embraces her southern roots and believes one of her most valuable skillsets is bringing the right people together and in a deal that is the most critical part. She loves a good, honest sense of humor and a car drive on a Sunday afternoon with her favorite guys

Sam is Co-Founder and Partner at HealthStream Ventures. Healthstream invests alongside emerging dental support organizations and multi-site retail healthcare founders in the lower middle market. HealthStream provides flexible, deal-by-deal growth capital - in the form of debt, equity, or a combination of both - and advisory support to help category-defining retail healthcare brands reach their full potential while allowing founders to retain the value they've built.

Over the past decade, HealthStream's leadership has completed over 200 M&A deals and sourced more than $1 billion in growth capital for its DSO, PE, and family office clients, experience that led to the launch of its sister company, HealthStream Capital.

Sam brings a unique perspective, having sat on every side of the table as an operator, lender, and investor. She has held leadership roles at Bank of America Practice Solutions, UCB, and American Dental Partners (acquired by KKR). Alongside her work at HealthStream, she is building an umbrella of healthcare-focused companies, including Go Oral Health, Jump Capital, Reign Oral Health, and Doublemint Ventures. Doublemint invested in sector leader Vvardis and helped shape their early GTM for the US dental market. Sam is also a founding member of Cara Capital, a fund-of-funds democratizing access to VC investing for all. The fund is focused on medical-dental integration. She currently resides in Charlotte, NC. Sam embraces her southern roots and believes one of her most valuable skillsets is bringing the right people together and in a deal that is the most critical part. She loves a good, honest sense of humor and a car drive on a Sunday afternoon with her favorite guys

Brandi marzolino

Fractional COO,
Courage & Joy at work

Brandi Marzolino is a leadership strategist, speaker, performance coach and former dental executive with more than two decades of experience helping leaders build healthier, more effective workplace cultures. Known for her honest, grounded approach, she blends operational strategy with emotional intelligence, communication, and leadership development. With two decades in sobriety spaces, Brandi brings a powerful perspective on resilience, self-awareness, and sustainable growth. Through her company, Courage and Joy at Work, her women's leadership program, The Empowered LeadHERship Experience for Women in Dental, and her podcast, The Real Talk of Dental, she helps leaders move beyond burnout and performative leadership to create teams, businesses, and lives rooted in clarity, courage, and genuine connection.



Brandi Marzolino is a leadership strategist, speaker, performance coach and former dental executive with more than two decades of experience helping leaders build healthier, more effective workplace cultures. Known for her honest, grounded approach, she blends operational strategy with emotional intelligence, communication, and leadership development. With two decades in sobriety spaces, Brandi brings a powerful perspective on resilience, self-awareness, and sustainable growth. Through her company, Courage and Joy at Work, her women's leadership program, The Empowered LeadHERship Experience for Women in Dental, and her podcast, The Real Talk of Dental, she helps leaders move beyond burnout and performative leadership to create teams, businesses, and lives rooted in clarity, courage, and genuine connection.

AShley Bond

Chief Dental Billing Officer
Wisdom

Ashley Bond is a recognized expert in dental billing and revenue cycle management, with over a decade of hands-on experience transforming dental practices. As Chief Dental Billing Officer at Wisdom, Ashley has helped countless dental practices streamline operations and maximize revenue. As an accomplished speaker, podcast host, and industry thought leader, she brings actionable insights to dental professionals eager to simplify their insurance processes and focus on patient care. Whether presenting at major conferences or consulting directly, Ashley's expertise ensures practices achieve measurable results with ease.


Ashley Bond is a recognized expert in dental billing and revenue cycle management, with over a decade of hands-on experience transforming dental practices. As Chief Dental Billing Officer at Wisdom, Ashley has helped countless dental practices streamline operations and maximize revenue. As an accomplished speaker, podcast host, and industry thought leader, she brings actionable insights to dental professionals eager to simplify their insurance processes and focus on patient care. Whether presenting at major conferences or consulting directly, Ashley's expertise ensures practices achieve measurable results with ease.

Perrin Desportes

Founder of The NExt Level Executive

Perrin DesPortes has almost three decades of expertise in growth strategy, partnership structures, and executive leadership. He is the Founder of The Next Level Executive, an Executive Coaching program that combines Perrin’s successful career in Corporate America along with his experience consulting with healthcare entrepreneurs on their growth journey all distilled into actionable content and practical wisdom. Perrin created The Next Level Executive program to guide those wanting to evolve from “a Clinician who owns a Practice” into “an Entrepreneur who leads a Business.” 


Perrin DesPortes has almost three decades of expertise in growth strategy, partnership structures, and executive leadership. He is the Founder of The Next Level Executive, an Executive Coaching program that combines Perrin’s successful career in Corporate America along with his experience consulting with healthcare entrepreneurs on their growth journey all distilled into actionable content and practical wisdom. Perrin created The Next Level Executive program to guide those wanting to evolve from “a Clinician who owns a Practice” into “an Entrepreneur who leads a Business.” 

Devin Amberg

Chief revenue officer at Kwikly dental staffing

Devin Amberg is Chief Revenue Officer at Kwikly, a W-2 dental staffing marketplace connecting dental hygienists and assistants with practices and dental groups across the country. He works with offices ranging from single locations to the largest DSOs in the U.S. on clinical capacity, coverage strategy, and finding growth inside an existing schedule.
His introduction to dentistry began at his time at Traction Capital. He has scaled businesses across food distribution, technology, and private equity, led one of Marco's fastest-growing divisions through revenue growth and acquisition integration, and ran market strategy work at Dell. Most of his career has been spent building sales teams and closing the gap between a strategy and the execution of it.
That outside view shapes how he sees practice growth: as a capacity and workforce problem far more often than a patient demand problem. Devin holds a master's degree in Corporate Innovation and Entrepreneurship, and is also a speaker, podcast host, and entrepreneur.


Devin Amberg is Chief Revenue Officer at Kwikly, a W-2 dental staffing marketplace connecting dental hygienists and assistants with practices and dental groups across the country. He works with offices ranging from single locations to the largest DSOs in the U.S. on clinical capacity, coverage strategy, and finding growth inside an existing schedule.
His introduction to dentistry began at his time at Traction Capital. He has scaled businesses across food distribution, technology, and private equity, led one of Marco's fastest-growing divisions through revenue growth and acquisition integration, and ran market strategy work at Dell. Most of his career has been spent building sales teams and closing the gap between a strategy and the execution of it.
That outside view shapes how he sees practice growth: as a capacity and workforce problem far more often than a patient demand problem. Devin holds a master's degree in Corporate Innovation and Entrepreneurship, and is also a speaker, podcast host, and entrepreneur.

Daniel Barsotti

Director of special markets at maxassist

Daniel Barsotti is Director of Special Markets at MaxAssist, where he supports dental organizations to improve operational efficiency, strengthen front-office performance, and unlock more revenue opportunities through proven market leading technology. He focuses on solutions that drive better scheduling, streamline workflows, and support teams in delivering a stronger patient experience while increasing practice productivity; not stress. With an honors degree in Business from the University of Alberta and extensive experience bringing innovative technologies to market, Daniel brings a strategic, results-driven perspective to helping DSOs achieve stability, scalability and consistent measurable growth.

Daniel Barsotti is Director of Special Markets at MaxAssist, where he supports dental organizations to improve operational efficiency, strengthen front-office performance, and unlock more revenue opportunities through proven market leading technology. He focuses on solutions that drive better scheduling, streamline workflows, and support teams in delivering a stronger patient experience while increasing practice productivity; not stress. With an honors degree in Business from the University of Alberta and extensive experience bringing innovative technologies to market, Daniel brings a strategic, results-driven perspective to helping DSOs achieve stability, scalability and consistent measurable growth.

Dr. Tim Quirt

Senior Vice President of Clinical Operations at Heartland Dental

Dr. Timothy Quirt, DDS, MBA, is Senior Vice President of Clinical Operations at Heartland Dental, where he leads enterprise initiatives focused on clinical excellence, technology adoption, provider development, and operational performance across one of the nation's largest dental support organizations.
A dentist by training with more than a decade of leadership experience at Heartland, Dr. Quirt has held roles ranging from supported dentist and Regional Director of Operations to Vice President and now Senior Vice President. He partners closely with executive leadership to drive innovation in diagnostic AI, care coordination, hygiene optimization, case acceptance, specialty integration, and clinical operations.
Dr. Quirt is a frequent speaker and panelist on dental leadership, practice transformation, and emerging technologies. He is passionate about helping organizations successfully implement innovations that improve patient care while creating sustainable business results.
He earned his Doctor of Dental Surgery degree from Marquette University and holds an MBA.

Dr. Timothy Quirt, DDS, MBA, is Senior Vice President of Clinical Operations at Heartland Dental, where he leads enterprise initiatives focused on clinical excellence, technology adoption, provider development, and operational performance across one of the nation's largest dental support organizations.
A dentist by training with more than a decade of leadership experience at Heartland, Dr. Quirt has held roles ranging from supported dentist and Regional Director of Operations to Vice President and now Senior Vice President. He partners closely with executive leadership to drive innovation in diagnostic AI, care coordination, hygiene optimization, case acceptance, specialty integration, and clinical operations.
Dr. Quirt is a frequent speaker and panelist on dental leadership, practice transformation, and emerging technologies. He is passionate about helping organizations successfully implement innovations that improve patient care while creating sustainable business results.
He earned his Doctor of Dental Surgery degree from Marquette University and holds an MBA.

Florian Hillen

Founder and CEO of Videa

Florian Hillen is the founder and CEO of Videa, the most widely adopted dental AI platform in the U.S., used by more than 90,000 providers across more than 60 dental service organizations. Under his leadership, Videa was recognized as the fastest-growing dental organization across all categories on the Inc. 5000 list of America’s fastest-growing private companies—two years running. A former MIT researcher with a medical and engineering background, Hillen has secured 35 FDA clearances and raised more than $70 million to advance AI-powered preventative care. He previously worked at McKinsey & Company, co-founded health tech startups, and now serves as an executive fellow at Harvard Business School. Hillen is a TEDx speaker and a leading voice on the future of AI in healthcare, known for transforming bold ideas into scalable, real-world impact.

Florian Hillen is the founder and CEO of Videa, the most widely adopted dental AI platform in the U.S., used by more than 90,000 providers across more than 60 dental service organizations. Under his leadership, Videa was recognized as the fastest-growing dental organization across all categories on the Inc. 5000 list of America’s fastest-growing private companies—two years running. A former MIT researcher with a medical and engineering background, Hillen has secured 35 FDA clearances and raised more than $70 million to advance AI-powered preventative care. He previously worked at McKinsey & Company, co-founded health tech startups, and now serves as an executive fellow at Harvard Business School. Hillen is a TEDx speaker and a leading voice on the future of AI in healthcare, known for transforming bold ideas into scalable, real-world impact.

Alix Laurain

Founding partner of Viridian Dental Partners

Alix Laurain is a founder, operator, and healthcare executive with more than 20 years of experience building organizations, leading complex initiatives, and helping businesses navigate periods of growth, change, and transformation.

As Founder and Chief Executive Officer of Viridian Dental Partners, Laurain built and scaled a multi-location dental services organization, leading acquisitions and integrations, provider recruitment, revenue cycle optimization, strategic growth, and the development of the operational infrastructure required to support a growing dental platform. In 2026, she led the successful sale of Viridian to Innovate 32, a dental platform backed by Shore Capital Partners, culminating nearly a decade of work building the organization and navigating the operational, financial, and human complexities that accompany growth and a successful transaction.

Earlier in her career, Laurain spent a decade in government and political fundraising, serving in strategic roles spanning communications, fundraising, public policy, and the management of high-stakes initiatives.

Following the successful Viridian transaction, Laurain took a brief hiatus before jumping into her next healthcare venture. She is now working with Koning Technologies to build and launch affiliated imaging centers as part of the company’s broader global expansion of its innovative compression-free breast imaging technology.

Alix Laurain is a founder, operator, and healthcare executive with more than 20 years of experience building organizations, leading complex initiatives, and helping businesses navigate periods of growth, change, and transformation.

As Founder and Chief Executive Officer of Viridian Dental Partners, Laurain built and scaled a multi-location dental services organization, leading acquisitions and integrations, provider recruitment, revenue cycle optimization, strategic growth, and the development of the operational infrastructure required to support a growing dental platform. In 2026, she led the successful sale of Viridian to Innovate 32, a dental platform backed by Shore Capital Partners, culminating nearly a decade of work building the organization and navigating the operational, financial, and human complexities that accompany growth and a successful transaction.

Earlier in her career, Laurain spent a decade in government and political fundraising, serving in strategic roles spanning communications, fundraising, public policy, and the management of high-stakes initiatives.

Following the successful Viridian transaction, Laurain took a brief hiatus before jumping into her next healthcare venture. She is now working with Koning Technologies to build and launch affiliated imaging centers as part of the company’s broader global expansion of its innovative compression-free breast imaging technology.

Dr. Andrew Matta

Founder and CEO of Matta Group

Dr. Andrew Matta is a healthcare entrepreneur, clinician, and advisor dedicated to helping
healthcare organizations achieve sustainable growth through operational excellence, leadership
development, and clinical performance.
Over the course of his career, Dr. Matta has founded, led, and advised healthcare organizations
ranging from private practices to large multi-site healthcare enterprises. As a Co-Founder of
North American Dental Group, he helped build one of the largest dental organizations in the
United States, gaining extensive experience in scaling operations, developing leaders, and
creating systems that drive long-term success.
Today, Dr. Matta is the Founder and CEO of Matta Group, a healthcare consulting and advisory
firm that partners with healthcare organizations to improve performance, strengthen culture, and
implement scalable systems for growth. Through strategic consulting, executive coaching, and
the Matta Clinical Performance SystemTM (MCPS), he works alongside healthcare leaders to
transform vision into execution.
Dr. Matta is also the Founder of Matta Health, an organization focused on advancing a more
connected and proactive approach to healthcare through the integration of clinical excellence,
wellness, prevention, and longevity-focused care.
In addition to his leadership and advisory work, Dr. Matta remains an active clinician with a focus
on implant dentistry and comprehensive patient care. His continued involvement in patient care
allows him to bring real-world experience and practical insight to the organizations he serves.
Dr. Matta is a graduate of the University of Pittsburgh School of Dental Medicine and holds
Diplomate status with both the American Board of Oral Implantology and the International
Congress of Oral Implantology. He continues to advise healthcare organizations nationally and
internationally, helping leaders build high-performing teams, stronger systems, and exceptional
patient experiences.

Dr. Andrew Matta is a healthcare entrepreneur, clinician, and advisor dedicated to helping
healthcare organizations achieve sustainable growth through operational excellence, leadership
development, and clinical performance.
Over the course of his career, Dr. Matta has founded, led, and advised healthcare organizations
ranging from private practices to large multi-site healthcare enterprises. As a Co-Founder of
North American Dental Group, he helped build one of the largest dental organizations in the
United States, gaining extensive experience in scaling operations, developing leaders, and
creating systems that drive long-term success.
Today, Dr. Matta is the Founder and CEO of Matta Group, a healthcare consulting and advisory
firm that partners with healthcare organizations to improve performance, strengthen culture, and
implement scalable systems for growth. Through strategic consulting, executive coaching, and
the Matta Clinical Performance SystemTM (MCPS), he works alongside healthcare leaders to
transform vision into execution.
Dr. Matta is also the Founder of Matta Health, an organization focused on advancing a more
connected and proactive approach to healthcare through the integration of clinical excellence,
wellness, prevention, and longevity-focused care.
In addition to his leadership and advisory work, Dr. Matta remains an active clinician with a focus
on implant dentistry and comprehensive patient care. His continued involvement in patient care
allows him to bring real-world experience and practical insight to the organizations he serves.
Dr. Matta is a graduate of the University of Pittsburgh School of Dental Medicine and holds
Diplomate status with both the American Board of Oral Implantology and the International
Congress of Oral Implantology. He continues to advise healthcare organizations nationally and
internationally, helping leaders build high-performing teams, stronger systems, and exceptional
patient experiences.

Diwakar Sinha

Founder and CEO of Polaris Healthcare Partners

Founder & CEO of Polaris Healthcare Partners, Diwakar Sinha, holds a BS from Ohio State University and has nearly two decades in healthcare finance, serving at Sky, Bank of America, Leaf, Group Financial and most recently at East West Bank, where he was Vice President of healthcare sales. His entrepreneurial spirit led Diwakar to co-found TUSK Partners, and subsequently Polaris, fulfilling a desire to deliver proven growth strategies as a full-lifecycle growth and transaction firm. His relatable on-stage presence and depth of experience lend themselves to highly engaging educational and interactive sessions delivered in service of healthcare founders nationwide. Diwakar is passionate about healthcare practice success and when not supporting clients, can be found at industry events talking about the latest trends in M&A, dental practice management and financial performance in the general, DSO and specialty dental space. Diwakar has a daughter and is an avid cyclist, hiker, and foodie.

Founder & CEO of Polaris Healthcare Partners, Diwakar Sinha, holds a BS from Ohio State University and has nearly two decades in healthcare finance, serving at Sky, Bank of America, Leaf, Group Financial and most recently at East West Bank, where he was Vice President of healthcare sales. His entrepreneurial spirit led Diwakar to co-found TUSK Partners, and subsequently Polaris, fulfilling a desire to deliver proven growth strategies as a full-lifecycle growth and transaction firm. His relatable on-stage presence and depth of experience lend themselves to highly engaging educational and interactive sessions delivered in service of healthcare founders nationwide. Diwakar is passionate about healthcare practice success and when not supporting clients, can be found at industry events talking about the latest trends in M&A, dental practice management and financial performance in the general, DSO and specialty dental space. Diwakar has a daughter and is an avid cyclist, hiker, and foodie.

Chavelle Rice

Director of Membership & Education for AADOM

Chavelle Galton-Rice is a dental operations and education leader with more than two decades of experience across clinical support, front-office management, multi-site operations, and professional development. She serves as Director of Membership & Education for AADOM (American Association of Dental Office Management), where she focuses on member engagement and building meaningful learning experiences that support dental office leaders at every stage of their careers.
With a strong foundation in practice operations and a Master of Education degree focusing in Education Technology and Instructional Design, Chavelle brings a practical, people-centered approach to education and leadership development. Her career includes leadership roles within both private practices and dental support organizations, where she partnered closely with doctors and management teams to promote operational consistency, team growth, and positive patient experiences across multiple locations.
When she’s not building programs or connecting with members, Chavelle can usually be found spending time with her family, tapping into her creative side, or binge-watching her favorite TV shows.


Chavelle Galton-Rice is a dental operations and education leader with more than two decades of experience across clinical support, front-office management, multi-site operations, and professional development. She serves as Director of Membership & Education for AADOM (American Association of Dental Office Management), where she focuses on member engagement and building meaningful learning experiences that support dental office leaders at every stage of their careers.
With a strong foundation in practice operations and a Master of Education degree focusing in Education Technology and Instructional Design, Chavelle brings a practical, people-centered approach to education and leadership development. Her career includes leadership roles within both private practices and dental support organizations, where she partnered closely with doctors and management teams to promote operational consistency, team growth, and positive patient experiences across multiple locations.
When she’s not building programs or connecting with members, Chavelle can usually be found spending time with her family, tapping into her creative side, or binge-watching her favorite TV shows.


George RAdigan

General Manager of Henry Schein Practice Sales

George serves as General Manager of Henry Schein Practice Sales, where he oversees Large Practice Sales (LPS) and Dental Practice Transitions (DPT). In this role, he leads the organizations’ strategic direction, growth initiatives, and transaction activities, helping dental practice owners nationwide achieve optimal outcomes through customized transition strategies.
Throughout his career, George has worked with multiple dental support organizations in a variety of capacities, including as an operator, executive, investor, advisor, and transaction professional. This breadth of experience has given him a unique perspective on the DSO landscape and the priorities of both practice owners and institutional buyers.
Prior to joining LPS, George served as a Managing Director at a family office, where he oversaw healthcare platform and add-on acquisitions, transaction structuring, and strategic execution. Previously, George served as a Partner at a nationally recognized DSO, where he played a key role in growing the organization from inception to more than 260 locations and establishing it as one of the leading dental support organizations in the country.
George brings extensive experience across dental practice transitions, mergers and acquisitions, private equity, and DSO growth. Having worked across multiple sides of the dental transaction ecosystem, he provides a distinctive perspective on practice valuation, transaction structures, DSO partnerships, and the evolving consolidation of the dental industry.


George serves as General Manager of Henry Schein Practice Sales, where he oversees Large Practice Sales (LPS) and Dental Practice Transitions (DPT). In this role, he leads the organizations’ strategic direction, growth initiatives, and transaction activities, helping dental practice owners nationwide achieve optimal outcomes through customized transition strategies.
Throughout his career, George has worked with multiple dental support organizations in a variety of capacities, including as an operator, executive, investor, advisor, and transaction professional. This breadth of experience has given him a unique perspective on the DSO landscape and the priorities of both practice owners and institutional buyers.
Prior to joining LPS, George served as a Managing Director at a family office, where he oversaw healthcare platform and add-on acquisitions, transaction structuring, and strategic execution. Previously, George served as a Partner at a nationally recognized DSO, where he played a key role in growing the organization from inception to more than 260 locations and establishing it as one of the leading dental support organizations in the country.
George brings extensive experience across dental practice transitions, mergers and acquisitions, private equity, and DSO growth. Having worked across multiple sides of the dental transaction ecosystem, he provides a distinctive perspective on practice valuation, transaction structures, DSO partnerships, and the evolving consolidation of the dental industry.


Jayden Bell

Co-Founder and CEO of Dental Coach USA

Dental Coach USA is a dental coaching group dedicated to helping dentists successfully navigate every stage of practice ownership, from buying the right practice, to building strong systems, increasing profitability, and preparing for a successful future transition or exit. Their team has helped thousands of dentists through the acquisition process and has helped their practice owner clients increase revenue by millions of dollars.

Jayden Bell is the Co-Founder and CEO of Dental Coach USA. He is a dental business strategist, national speaker, and advisor who has helped dentists across the country prepare for ownership, identify the right practice opportunities, navigate acquisitions, and build a clear plan for growth. Jayden is known for simplifying the complex business side of dentistry and helping dentists move from uncertainty to confidence as they pursue practice ownership and long-term success.

Dental Coach USA is a dental coaching group dedicated to helping dentists successfully navigate every stage of practice ownership, from buying the right practice, to building strong systems, increasing profitability, and preparing for a successful future transition or exit. Their team has helped thousands of dentists through the acquisition process and has helped their practice owner clients increase revenue by millions of dollars.

Jayden Bell is the Co-Founder and CEO of Dental Coach USA. He is a dental business strategist, national speaker, and advisor who has helped dentists across the country prepare for ownership, identify the right practice opportunities, navigate acquisitions, and build a clear plan for growth. Jayden is known for simplifying the complex business side of dentistry and helping dentists move from uncertainty to confidence as they pursue practice ownership and long-term success.

Bob Affleck

Co-Founder and CSO of Dental Coach USA

Dental Coach USA is a dental coaching group dedicated to helping dentists successfully navigate every stage of practice ownership, from buying the right practice, to building strong systems, increasing profitability, and preparing for a successful future transition or exit. Their team has helped thousands of dentists through the acquisition process and has helped their practice owner clients increase revenue by millions of dollars.

Bob Affleck is the Co-Founder and CSO of Dental Coach USA and brings more than 37 years of experience in the dental industry. A true visionary, pioneer, and leading expert in the business of dentistry, Bob has coached thousands of dentists across the country through practice ownership, transitions, growth, and long-term career planning. His background includes dental practice finance, brokerage, transitions, consulting, and practice management. Bob has changed the way many dentists view their careers, 1 on 1 and from the national stage by teaching the powerful principle of preparing with the end in mind, helping dentists make smarter decisions today based on the future they want to create.

Dental Coach USA is a dental coaching group dedicated to helping dentists successfully navigate every stage of practice ownership, from buying the right practice, to building strong systems, increasing profitability, and preparing for a successful future transition or exit. Their team has helped thousands of dentists through the acquisition process and has helped their practice owner clients increase revenue by millions of dollars.

Bob Affleck is the Co-Founder and CSO of Dental Coach USA and brings more than 37 years of experience in the dental industry. A true visionary, pioneer, and leading expert in the business of dentistry, Bob has coached thousands of dentists across the country through practice ownership, transitions, growth, and long-term career planning. His background includes dental practice finance, brokerage, transitions, consulting, and practice management. Bob has changed the way many dentists view their careers, 1 on 1 and from the national stage by teaching the powerful principle of preparing with the end in mind, helping dentists make smarter decisions today based on the future they want to create.

Dr. Carolyn Brown

CO-founder of Different Kind and Doublemint Ventures

Dr. Carolyn Brown, DDS, MEd is a healthcare executive, serving as the dental director of the Health Plan of San Mateo, the co-founder of Different Kind, and serves on the board of several companies. She is a general dentist with 20+ years of experience presenting on clinical innovations, access to care, prevention and longevity. 

Dr. Brown consults with large dental organizations, payers, national foundations, healthcare innovation companies, and global dental product and distribution companies. 

Dr. Brown holds a dental degree from the University of Maryland (2001), a master’s degree in education, a certificate in dental education, and a certificate in sustainable capitalism and environmental social governance from the UC Berkeley School of Law. She was faculty at University of California San Francisco, and the University of the Pacific. During early career as a public health dentist, she worked with the Indian Health Service, led a large federally qualified health center, awarded NIH-funded research, and launched dental residency programs. She has published over 15 peer-reviewed articles, served on many national and statewide committees, and provided over 400 hours of lectures. She lives with her family in Ponte Vedra Beach, Florida and is an active volunteer in several organizations. 

Dr. Carolyn Brown, DDS, MEd is a healthcare executive, serving as the dental director of the Health Plan of San Mateo, the co-founder of Different Kind, and serves on the board of several companies. She is a general dentist with 20+ years of experience presenting on clinical innovations, access to care, prevention and longevity. 

Dr. Brown consults with large dental organizations, payers, national foundations, healthcare innovation companies, and global dental product and distribution companies. 

Dr. Brown holds a dental degree from the University of Maryland (2001), a master’s degree in education, a certificate in dental education, and a certificate in sustainable capitalism and environmental social governance from the UC Berkeley School of Law. She was faculty at University of California San Francisco, and the University of the Pacific. During early career as a public health dentist, she worked with the Indian Health Service, led a large federally qualified health center, awarded NIH-funded research, and launched dental residency programs. She has published over 15 peer-reviewed articles, served on many national and statewide committees, and provided over 400 hours of lectures. She lives with her family in Ponte Vedra Beach, Florida and is an active volunteer in several organizations. 

Dr. Gregory Kerbel

Chief Clinical Officer at Partnerships For Dentists

Dr. Gregory Allen Kerbel is an accomplished clinical executive, strategist, and award-winning clinician with over three decades of leadership in the dental industry. As the Chief Clinical Officer at Partnerships For Dentists (P4D) since 2018, he drives dental support organization (DSO) strategy, champions operational excellence, and fosters high-value strategic partnerships. A forward-thinking leader, Dr. Kerbel collaborates extensively with partner vendors to advance dental product development and seamlessly integrate cutting-edge technologies, including Dental AI, into the clinical setting.
Dr. Kerbel’s executive career is built on a foundational 27-year history as the founder of a patient centered private family and cosmetic dentistry practice in Garland, Texas, established in 1991. His lifelong dedication to education and mentorship is reflected in his past role as an Adjunct Clinical Professor for the Baylor College of Dentistry Preceptor Program, where he guided senior dental students to successful careers. He also helps cultivate the next generation of healthcare professionals by serving on the Garland Independent School District’s Health Career and Technology Advisory Board.

Dr. Gregory Allen Kerbel is an accomplished clinical executive, strategist, and award-winning clinician with over three decades of leadership in the dental industry. As the Chief Clinical Officer at Partnerships For Dentists (P4D) since 2018, he drives dental support organization (DSO) strategy, champions operational excellence, and fosters high-value strategic partnerships. A forward-thinking leader, Dr. Kerbel collaborates extensively with partner vendors to advance dental product development and seamlessly integrate cutting-edge technologies, including Dental AI, into the clinical setting.
Dr. Kerbel’s executive career is built on a foundational 27-year history as the founder of a patient centered private family and cosmetic dentistry practice in Garland, Texas, established in 1991. His lifelong dedication to education and mentorship is reflected in his past role as an Adjunct Clinical Professor for the Baylor College of Dentistry Preceptor Program, where he guided senior dental students to successful careers. He also helps cultivate the next generation of healthcare professionals by serving on the Garland Independent School District’s Health Career and Technology Advisory Board.

Emma Cifuentes

Chief OPerating Officer of Progressive Dental Management

Emma Cifuentes serves as the Chief Operating Officer of Progressive Dental Management, a New England-based, privately owned Dental Service Organization (DSO) with 13 locations. With extensive experience in the dental industry, Emma excels at identifying operational challenges and developing effective, scalable solutions. She is committed to transparency, clear communication, and operational efficiency. Under her leadership, Progressive Dental Management leverages innovative technology to enhance employee and patient satisfaction, streamline operations, and create a positive workplace environment.

Emma Cifuentes serves as the Chief Operating Officer of Progressive Dental Management, a New England-based, privately owned Dental Service Organization (DSO) with 13 locations. With extensive experience in the dental industry, Emma excels at identifying operational challenges and developing effective, scalable solutions. She is committed to transparency, clear communication, and operational efficiency. Under her leadership, Progressive Dental Management leverages innovative technology to enhance employee and patient satisfaction, streamline operations, and create a positive workplace environment.

Jennifer STeadman

BSDH, RDH, DAADOM,
Director of Operations at Inspired Hygiene

Jennifer Steadman, BSDH, RDH, DAADOM, is a hiring and transition expert that also specializes in business operations, team development, and communication. She has had every role in the dental office other than dentist! She was Director of Operations of a mid-sized DSO, was named Practice Administrator of the Year for The American Association of Dental Office Managers in 2020, and is now the Director of Operations for Inspired Hygiene. After seeing fellow managers' challenges with the hiring process, managing through transitions and going through changes of ownership herself, she founded Steadman Onboarding Solutions in 2022. She has navigated teams through positive practice transitions. Her mission is to help business owners and managers hire the right team members that align with their unique culture and maintain their team during a transition.  

Jennifer Steadman, BSDH, RDH, DAADOM, is a hiring and transition expert that also specializes in business operations, team development, and communication. She has had every role in the dental office other than dentist! She was Director of Operations of a mid-sized DSO, was named Practice Administrator of the Year for The American Association of Dental Office Managers in 2020, and is now the Director of Operations for Inspired Hygiene. After seeing fellow managers' challenges with the hiring process, managing through transitions and going through changes of ownership herself, she founded Steadman Onboarding Solutions in 2022. She has navigated teams through positive practice transitions. Her mission is to help business owners and managers hire the right team members that align with their unique culture and maintain their team during a transition.  

Anne  Duffy

Founder and CEO of Dental Entrepreneur Media

Anne Duffy is the Founder and CEO of Dental Entrepreneur Woman. During her 45 years in dentistry, Anne Duffy realized something important was missing: Women in leadership. Anne decided to do something about it. She created DeW Life magazine and founded Dental Entrepreneur Woman. Her goal is to help women in dentistry shine, inspire, empower, and connect. And for young women just entering the profession, she wants to help them discover all the real opportunities that exist in dentistry. In other words, she encourages them to "Just DeW it!!!"

Anne Duffy is the Founder and CEO of Dental Entrepreneur Woman. During her 45 years in dentistry, Anne Duffy realized something important was missing: Women in leadership. Anne decided to do something about it. She created DeW Life magazine and founded Dental Entrepreneur Woman. Her goal is to help women in dentistry shine, inspire, empower, and connect. And for young women just entering the profession, she wants to help them discover all the real opportunities that exist in dentistry. In other words, she encourages them to "Just DeW it!!!"

Aimee Fletcher

Director of STrategic Partnerships at Spear

As the Director of Strategic Partnerships for Spear, Aimee Fletcher collaborates with the executive stakeholders of dental organizations to develop professional growth programs tailored to their clinicians and team members. Her expertise in curriculum development includes 20 years of teaching continuing education courses with a focus on dental practice growth, customer service, and finance. Fletcher has also served as a Spear Study Club advisor and marketing manager, which has given her a deep understanding of Spear’s educational principles.

As the Director of Strategic Partnerships for Spear, Aimee Fletcher collaborates with the executive stakeholders of dental organizations to develop professional growth programs tailored to their clinicians and team members. Her expertise in curriculum development includes 20 years of teaching continuing education courses with a focus on dental practice growth, customer service, and finance. Fletcher has also served as a Spear Study Club advisor and marketing manager, which has given her a deep understanding of Spear’s educational principles.

Michael STolTz

Business Development Manager at Wonderist Agency

Michael Stoltz has spent his career working alongside dentists to help them navigate the business side of dentistry and achieve their goals. With experience spanning multiple facets of the industry, he brings a strong understanding of the challenges dental leaders face and how decisions around marketing, operations, and strategy work together.
At Wonderist Agency, Michael helps dental practices develop marketing strategies tailored to their unique goals and opportunities. His experience has given him valuable insight into what it takes to attract new patients, build strong teams, and create sustainable growth. He is passionate about helping practice owners cut through the noise, identify where their greatest opportunities lie, and prioritize the strategies that can make the most meaningful impact on their business.

Michael Stoltz has spent his career working alongside dentists to help them navigate the business side of dentistry and achieve their goals. With experience spanning multiple facets of the industry, he brings a strong understanding of the challenges dental leaders face and how decisions around marketing, operations, and strategy work together.
At Wonderist Agency, Michael helps dental practices develop marketing strategies tailored to their unique goals and opportunities. His experience has given him valuable insight into what it takes to attract new patients, build strong teams, and create sustainable growth. He is passionate about helping practice owners cut through the noise, identify where their greatest opportunities lie, and prioritize the strategies that can make the most meaningful impact on their business.

Eric Pastan

Director at ElliotT Davis

Eric has over 20 years of firsthand experience in the healthcare space. He launched and grew a DSO to 45 practices in New England; after centralizing the services systems, he exited through a PE transaction. This group currently serves as a platform for growth today. After his exit, Eric became Head of Strategy for a similar sized platform in the space and for the last 6 years, where he worked as an advisor for a mid market consulting and investment banking firm. While at the firm, he was supporting clients in a variety of spaces that included dental, surgery, and other specialty services. 

At Elliott Davis, Eric brings a history of creating tactical strategies to meet client growth needs. He continues to work with the middle market as well as PE backed portfolio companies to bring a boutique perspective to growth thesis and leverage financial and operational data to drive results.

Education, Credentials and Special Training
B.A. Tulane University, New Orleans, LA

Eric has over 20 years of firsthand experience in the healthcare space. He launched and grew a DSO to 45 practices in New England; after centralizing the services systems, he exited through a PE transaction. This group currently serves as a platform for growth today. After his exit, Eric became Head of Strategy for a similar sized platform in the space and for the last 6 years, where he worked as an advisor for a mid market consulting and investment banking firm. While at the firm, he was supporting clients in a variety of spaces that included dental, surgery, and other specialty services. 

At Elliott Davis, Eric brings a history of creating tactical strategies to meet client growth needs. He continues to work with the middle market as well as PE backed portfolio companies to bring a boutique perspective to growth thesis and leverage financial and operational data to drive results.

Education, Credentials and Special Training
B.A. Tulane University, New Orleans, LA

Brett LEmmon

Senior Wealth & Tax Advisor at EArned

Brett graduated with a master's degree in accounting from Southern Utah University. He has over a decade of experience working with practice owners. He brings a tax-focused perspective that allows clients to more efficiently build wealth. Brett has worked with practice owners across every career stage—from early practice years to partnership, practice expansion, and transitions—He helps clients navigate the financial realities of their profession with clarity and confidence. 

At Earned, he works to deliver a coordinated, long-term approach to financial planning built specifically for healthcare professionals. By integrating wealth management, tax planning, retirement, insurance, legal, and practice services into one platform, Earned helps doctors simplify complexity, reduce friction, and make better decisions through every stage of their careers. Earned serves more than 20,000 clients nationwide with a tech-forward, human-led model designed around the unique demands of medicine.

Brett graduated with a master's degree in accounting from Southern Utah University. He has over a decade of experience working with practice owners. He brings a tax-focused perspective that allows clients to more efficiently build wealth. Brett has worked with practice owners across every career stage—from early practice years to partnership, practice expansion, and transitions—He helps clients navigate the financial realities of their profession with clarity and confidence. 

At Earned, he works to deliver a coordinated, long-term approach to financial planning built specifically for healthcare professionals. By integrating wealth management, tax planning, retirement, insurance, legal, and practice services into one platform, Earned helps doctors simplify complexity, reduce friction, and make better decisions through every stage of their careers. Earned serves more than 20,000 clients nationwide with a tech-forward, human-led model designed around the unique demands of medicine.

Virgil Ochoa

Partner, DSO Industry Group, Dykema

Virgil Ochoa is a trusted advisor specializing in mergers and acquisitions (M&A) for medical professionals, including dentists, endodontists, oral surgeons, veterinarians, and managed service organizations. With decades of experience, he understands the unique emotional attachments these professionals have to their practices and the complexities involved in growing or selling a business.

Virgil Ochoa is a trusted advisor specializing in mergers and acquisitions (M&A) for medical professionals, including dentists, endodontists, oral surgeons, veterinarians, and managed service organizations. With decades of experience, he understands the unique emotional attachments these professionals have to their practices and the complexities involved in growing or selling a business.

Michael W. Twomey

Member at Dykema

Michael is a board-certified labor and employment lawyer. Michael advises employers on day-to-day and strategic employment matters involving key personnel, competitors, and expansions into new markets. Michael also litigates all types of employment-related claims for private and publicly-traded companies, from individual discrimination claims to wage and hour matters on a class and collective basis. He has tried cases to verdict involving discrimination, retaliation, restrictive covenants, and trade secrets.

Michael is a board-certified labor and employment lawyer. Michael advises employers on day-to-day and strategic employment matters involving key personnel, competitors, and expansions into new markets. Michael also litigates all types of employment-related claims for private and publicly-traded companies, from individual discrimination claims to wage and hour matters on a class and collective basis. He has tried cases to verdict involving discrimination, retaliation, restrictive covenants, and trade secrets.

Mike White

Principal At CLA

Mike has spent the majority of his career in public accounting helping entrepreneurs achieve their goals and vision. He has had the opportunity to work with many different industries including lawyers, consultants, marketing and media companies, and most recently spends most of his time working with DSO's and MSO's along with individual dental and physician clients. His focus is on telling the right story within the financial statements and helping set goals to drive performance within the business.


Mike has spent the majority of his career in public accounting helping entrepreneurs achieve their goals and vision. He has had the opportunity to work with many different industries including lawyers, consultants, marketing and media companies, and most recently spends most of his time working with DSO's and MSO's along with individual dental and physician clients. His focus is on telling the right story within the financial statements and helping set goals to drive performance within the business.

Preston Raulerson

PResident at PDS Health Technologies

Preston Raulerson is President of PDS Health Technologies™, where he leads the development of infrastructure, intelligence, and technology solutions designed to advance integrated healthcare and improve patient outcomes. 
With more than two decades of leadership experience spanning healthcare technology, operations, and business transformation, Preston has focused his career on helping healthcare organizations move beyond fragmented systems toward more connected models of care. His work centers on building the infrastructure that allows providers to access a more complete understanding of patient health, improve collaboration across care teams, and create more seamless patient experiences. 
Under Preston's leadership, PDS Health Technologies has expanded access to integrated electronic health records, advanced data solutions, and technology platforms that support collaboration between oral health providers, primary care providers, specialists, and healthcare organizations. Through 
initiatives such as expanding Epic® integration to external organizations and advancing the Medical Dental Performance Platform™, he is helping create new opportunities for healthcare providers to work from a more complete patient story. 
Preston is a recognized leader in healthcare technology and dental-medical integration and has been featured in Becker's Dental + DSO Review discussing the future of connected care, healthcare infrastructure, and the evolving role technology plays in supporting whole-person health. 
He believes healthcare's next chapter will be defined by organizations that can transform fragmented information into a complete patient story. By connecting oral health, medical care, technology, and clinical workflows, Preston is helping build the infrastructure that enables more predictive, preventive, and personalized healthcare. 


Preston Raulerson is President of PDS Health Technologies™, where he leads the development of infrastructure, intelligence, and technology solutions designed to advance integrated healthcare and improve patient outcomes. 
With more than two decades of leadership experience spanning healthcare technology, operations, and business transformation, Preston has focused his career on helping healthcare organizations move beyond fragmented systems toward more connected models of care. His work centers on building the infrastructure that allows providers to access a more complete understanding of patient health, improve collaboration across care teams, and create more seamless patient experiences. 
Under Preston's leadership, PDS Health Technologies has expanded access to integrated electronic health records, advanced data solutions, and technology platforms that support collaboration between oral health providers, primary care providers, specialists, and healthcare organizations. Through 
initiatives such as expanding Epic® integration to external organizations and advancing the Medical Dental Performance Platform™, he is helping create new opportunities for healthcare providers to work from a more complete patient story. 
Preston is a recognized leader in healthcare technology and dental-medical integration and has been featured in Becker's Dental + DSO Review discussing the future of connected care, healthcare infrastructure, and the evolving role technology plays in supporting whole-person health. 
He believes healthcare's next chapter will be defined by organizations that can transform fragmented information into a complete patient story. By connecting oral health, medical care, technology, and clinical workflows, Preston is helping build the infrastructure that enables more predictive, preventive, and personalized healthcare. 

GROUP ACTIVITIES

Cowboy Camp Experience

Step into a hands-on, western-style experience featuring a series of interactive outdoor activity stations. Guests will rotate through activities including archery, tomahawk throwing, trap shooting, BB guns and slingshots, and a guided “Legend of the Lasso” roping session, along with light field games. Designed for both beginners and experienced participants, this session offers a mix of skill-building, friendly competition, and team-based fun.

Agenda

FRIDAY

Transitions, Acquisitions, & Exits
The decisions you make today determine what your practice is worth tomorrow. Real stories, legal frameworks, and financial planning as you make tomorrow’s growth decisions. 

SEPT 16

WEDNESDAY

Keynote & Innovation in Dentistry
The revenue model is shifting. See how AI diagnostics and preventive care are opening a billing stream most practices aren't capturing yet.

THURSDAY

Driving Growth with People & Technology
Your team and systems are the ceiling on your growth. Build the culture, team, marketing, and tech frameworks that let you scale.

Join us in Austin!

SEPT 17

SEPT 18

This event is curated for dental industry leaders—practice owners, DSO executives, entrepreneurs, and innovators—who value strategy, connection, and wellness. Whether you lead a single practice or oversee multiple locations, the Summit is built to help you think bigger, lead better, and live more intentionally.

Who should attend the Dental Leadership Summit?

The Summit will be held at Hyatt Regency Lost Pines Resort and Spa
in Cedar Creek, Texas - just 30 minutes outside of Austin. This luxury resort blends modern amenities with wide-open space for relaxation, reflection, and adventure. The venue offers the perfect balance between elevated comfort and natural beauty.

Where will the 2026 Summit take place?

To maintain an intimate and high-value environment, attendance is capped at 175 participants. This ensures personalized access to speakers, sponsors, and peers, and encourages genuine relationship-building throughout the event.

How many attendees will be there?

Sponsorship opportunities are intentionally limited to maintain the Summit’s exclusive atmosphere. If your brand aligns with innovation, leadership, and excellence in dentistry, you can submit a partnership inquiry through our Sponsorship Interest Form. A member of our team will reach out to discuss custom opportunities that align with your goals.

How can I become a sponsor or partner?

We recommend arriving by Wednesday morning to take full advantage of the welcome reception and opening experiences. Programming will conclude by Friday afternoon, allowing attendees to enjoy a balanced mix of professional sessions and leisure activities throughout the event.

 When should I plan to arrive and depart?

Registration includes full access to all keynote sessions, breakout discussions, curated outdoor and wellness activities, daily breakfast and lunch, and evening networking experiences. 

What’s included in my registration?

Ready to be a sponsor?

INQUIRE HERE