$200

CLA & MDIB Present: West Coast Workshop

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Location

CLA (CliftonLarsonAllen)

301 North Lake Avenue

Suite #900

Pasadena, CA 91101

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Refund Policy

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Eventbrite's fee is nonrefundable.

Event description
Mommy Dentists in Business is hitting the road and bringing all the fun and learning to a workshop near you! First up: West Coast!

About this Event

Mommy Dentists in Business is partnering with Clifton Larson Allen, LLC and bringing the learning to you! With topics such as office membership plans, tax planning and tips to refresh, this event promises to teach something to all attendees, no matter where they fall within the Business Life Cycle. Our tentative speakers are listed below:

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Event Speakers:

For speaker biographies please visit the Regional Workshop West page on the MDIB website

Workshop Schedule:

CLA and Mommy Dentists in Business is proud to present the agenda for our regional workshop West (course descriptions coming soon):

8am: Registration & breakfast

8:30-8:45am: Morning welcome with Dr. Yum

8:45am-10am: The Business Life Cycle with Kris Hackbarth-Horn

10:00-10:30: Dental Fee Survey Review with Kendall Butler

10:30-11:30: Tax Planning: Tips and Tricks for the Dental Practice Owner with Christine Abell & Janet Tolander

11:30-noon: Membership Plans with Kendall Butler

Noon-1pm: Lunch

1-2:30: Reigniting Your Purpose & Passion with Kris Hackbarth-Horn

2:30-4:00: Breakout sessions with Christine Abell & Janet Tolander:

  • Overhead – How are you handling it?
  • Culture and Retention – What are you doing to keep employees and make your practice a great place to work?

*Attendees will earn 4.5 CE credits for attending this event.

**A continental breakfast and lunch are included in ticket price.

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Lectures:

Kris Hackbarth-Horn

Course Title: "The Business Life Cycle”

Course Objectives:

  • Identify which stage of the business life cycle your practice is in
  • Understand the challenges of each stage
  • Working together with your peers, determine what you can do to proactively manage the challenges

Kendall Butler

Course Title: "Dental Fee Survey”

Course Objectives:

  • Understand why fees should be assessed every year
  • Learn which services should have a substantial increase year over year
  • Understand how raising or not raising your fees can impact your KPI’s

Christine Abell & Janet Tolander

Course Title: "Tax Planning Tips & Tricks”

Course Objectives:

  • Determine if your entity structure is right for you
  • Understand Section 199(A) and how it affects your income taxes
  • Learn last minute tips for preparing your income tax return
  • Discuss the impacts of the 2020 election

Kendall Butler

Course Title: "Membership Plans”

Course Objectives:

  • Understand what a membership plan is
  • Learn what to include in a membership plan
  • Understand the advantages of implementing a membership plan at your practice

Kris Hackbarth-Horn

Course Title: "Reigniting Your Purpose and Passion”

Course Objectives:

  • Provide awareness and understanding of the power of following your passion and living a life of purpose
  • Provide tools and ideas on how to find or reignite your passion and purpose.
  • Provide insight and action steps to make sure you are caring for yourself, setting appropriate boundaries and finding your inner strength to be optimistically resilient in all that life give us.

Christine Abell & Janet Tolander

Course Title: "Breakout Sessions”

Course Objectives:

  • Discuss various topics as a group and share best practices on how to tackle overhead, culture and retention

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Hotel Suggestion:

The Westin Pasadena
191 North Los Robles, Pasadena, CA 91101

**It’s about a mile to the office from the Hotel. They have a shuttle service, but a lot of CLA employees choose to walk instead.

To reserve, go to WestinPasadena.com

For any CLA associates/guests, they can use the booking code L30 when making their reservation. To reserve, go to WestinPasadena.com or enter Westin Pasadena under Destination via the mobile app and 1) Enter the travel dates, followed by 2) Click the drop-down menu under “Special Rates”, select “Corporate/Promo/SET#” and enter your code. Click to view Rates, select your room and book.

Airport Tip:

If it’s an option to fly into an airport other than LAX, it is highly recommended to fly into the Burbank Airport. It’s much closer to the office and is a smaller airport so it’s a lot easier to get in and out.

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FAQs:

How can I contact the organizer with any questions?

If you have any questions, please email mommydentistsinbusiness@gmail.com! We would be happy to answer any questions you may have!

What's the refund policy?

There are no refunds for this event.

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Share with friends

Date and Time

Location

CLA (CliftonLarsonAllen)

301 North Lake Avenue

Suite #900

Pasadena, CA 91101

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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