Up to
CEUs
Over
Speakers and Industry Professionals
Over
Practices Represented
Come join us at the beautiful Hotel Sofitel for seminars, workshops, giveaways, food, and fun! The event will feature keynote speakers from OSHA, Prosperident, Transworld Systems, and more.
Speakers Include:
David Harris, CEO of Prosperident and the world's leading expert on dental office embezzlement, will speak about his consults on hundreds of frauds committed annually against both general practitioners and specialists. David will teach you how to make sure your hard-earned money stays where it belongs: with you.
Channing Sheets from CAL/OSHA will be hosting a workshop that helps you ensure you and your team are all in compliance when it comes to blood-borne pathogens in your office.
Dr. Kerri Marshall, DVM, MBA, and Consultant at Trupanion, will be teaching veterinary attendees how to use benchmarking and data analysis to make sure their practices are as healthy as their patients will be. Learn how to retain clients and how to create a practice that will sustain you into retirement.
Day 1 | |
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Breakfast 7:30 - 9:00
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|
Registration 7:30 - 12:00
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|
8:30AM |
Vijay Sikka
Summit Kickoff - Data Driven Decision Making |
9:45AM |
Morning Break
|
10:00AM |
Kevin Henry
10 Things You're Doing Wrong In Your Dental Practice...and How to Fix Them
Dr. Lance Roasa
Measuring Success: Using Metrics to Grow Your Practice |
11:45PM |
Lunch
|
12:30PM |
Joe Laughlin
Sustain and Grow Your Business with TSI |
1:30PM |
Exhibitor Floor Open
|
2:00PM |
Channing Sheets
Bloodborne Pathogens: Dental Office Application and Bloodborne Pathogens and Infection Control for Animal Health |
3:15PM |
Afternoon Break
|
3:30PM |
Tony Bojorquez
Practice Optimizer: Using Practice Optimizer to Drive Performance & Productivity
Andrew Schultz
Dental Opportunity for the Veterinary Practice |
5:15PM |
Day 1 Wrap Up
|
Day 2 | |
Breakfast 7:30 - 9:00
|
|
Registration 7:30 - 12:00
|
|
8:30AM |
David Harris
CSI Dental - Embezzlement in the Dental Office
Matt Sanregret
Strategies to Reduce Your Inactive Client & Patient Counts
Tony Bojorquez
Patient Home Page: Using Patient Home Page to Extend Your Front Desk |
9:45AM |
Morning Break
|
10:00AM |
Bassim Michael
7 Steps to Exit Planning for Healthcare Professionals |
11:45PM |
Lunch
|
12:30PM |
Wendy Briggs
How to Create an Exceptional First and Last Impression at Each Patient Visit
Dr. Kerri Marshall
Benchmarking for Your Veterinary Practice and Toolsets to Improve Valuation |
1:30PM |
Exhibitor Floor Open
|
2:00PM |
Sikka Software Interactive Session
Sikka Score: Benchmarking Yourself Against Thousands of Practices |
3:15PM |
Afternoon Break
|
3:30PM |
Panel Session with
Speakers and Distinguished Guests |
5:15PM |
Summit Wrap Up
|
Speakers and time slots are not final and are subject to change.
Since 1970, TSI has been providing tools to businesses to improve their cash flow. Our clients include small businesses, banks, hospitals, retailers, universities, cities, manufacturers - virtually an organization that accepts checks or extends credit.
Learn more about the venue for Sikka Optimization Summit 2015.
For More Information
Friday, September 25th 8:30AM
Vijay Sikka is the President and Chief Executive Officer of Sikka Software Corporation.
He is a healthcare informatics expert with more than 20 years of software development and quality experience including large scale projects with National Institutes of Health, Glaxo Smith Kline, Roche and UCSF affiliates. In 1996, Vijay founded IBrain Software, Inc., a business intelligence company, and served as its CEO until its acquisition in 1998 by Entigen Corporation, that later became part of Roche.
Vijay holds a M.S. degree from Syracuse University New York, pursued graduate Studies in neurosciences at Stanford University, and is a Registered Continuing Education Provider with the Dental Board of California. He is a speaker in quality conferences and Participates in W3C standards groups. Vijay’s book on Maximizing ROI on Software Development was published by Taylor and Francis in 2004 and is available in Sony ebooks and Amazon Kindle electronic edition. Vijay is married to a dentist, and they reside with their two sons in Silicon Valley.
Friday, September 25th 10:00AM
Kevin Henry is the group editorial director for Advanstar’s dental division, including Dental Products Report, Modern Hygienist, Dental Lab Products, and Dental Practice Management. He was recently tabbed with an honor for his social media efforts as a British writer named him as one of the top 5 dental influencers on Twitter.
Kevin previously worked at PennWell Corporation in Tulsa, Oklahoma, for more than 11 years and served as the editor of Dental Assisting Digest and Proofs, as well as the managing editor of Dental Economics.
Kevin earned his bachelor’s degree in journalism from the University of Tulsa and received his master’s degree in communications from The University of Oklahoma.
Friday, September 25th 12:30PM
Joseph Laughlin is the Chief Executive Officer of TSI. Joe has extensive experience in international banking, retail and commercial banking, financial technology, payment systems and private equity. He was also a former bank regulator and strategy consultant.
Prior to TSI, Mr. Laughlin was a Senior Advisor to Flexpoint Ford LLC, a private equity fund. At Flexpoint Ford, he was a member of the Investment Committee and advised on financial services investments. He served on the board of directors of Jefferson Capital Inc.
He is the former Chief Operating Officer (COO) and Member of the Management Board of Bawag P.S.K. Bank (Vienna, Austria). Prior to Bawag, Joe worked for Cerberus Capital Management LP as a Senior Operations Executive. Bawag is a Cerberus Capital portfolio company.
Joe was the founder and CEO of GlobalNetXchange LLC (GNX) a pioneer and leading business-to-business exchange providing technology solutions to the global retail industry. Previously, Mr. Laughlin was Senior Vice President (SVP) of Corporate Finance and Business Development for Sears, Roebuck and Co. He was responsible for banking operations, corporate finance, treasury, business development and mergers and acquisitions.
Mr. Laughlin began his banking career at Wells Fargo & Co. in various capacities including: SVP of In-store Retail Banking; SVP and Director of Strategic Planning; Bank-wide Integration Director and Vice President for Credit Administration. Laughlin also was a banking regulator and worked on the United States savings and loan bailout. He was a Special Assistant in the Director’s Office for the Office of Thrift Supervision. He began his career as a strategy consultant with Booz, Allen & Hamilton, Inc.
Mr. Laughlin earned a bachelor’s degree in economics and finance from The Catholic University of America and a master’s degree in business administration in finance and investments from George Washington University. He also holds a graduate degree in banking from the American Bankers Association’s Stonier Graduate School of Banking.
He served on the board of directors of Jefferson Capital Inc., the supervisory boards of PayLife, an Austrian Payments company, Stiefelkonig, a leading Austrian shoe retailer and easybank, the leading direct bank in Austria. He also served on the board of directors of Eqos Limited, Advance Auto Parts and Sears de Mexico. He is the past President of Lumen Chicago, a Catholic business men’s group. He is a former member of the Young Presidents Organization (YPO).
Friday, September 25th 2:00PM
Channing Sheets has spent a number of years in public health. His area of expertise is biocontainment, biosafety, and infection control.
Channing has managed high containment laboratories and been involved in training, emergency preparedness, and infectious disease epidemiology. He has an extensive background in occupational health pertaining to infectious diseases and has investigated exposures in a variety of settings. While at CDPH, he wrote Ebola guidelines for public health laboratories.
Mr. Sheets has been with Cal OSHA enforcement since September 2014. He has conducted a number of bloodborne pathogens investigations in a variety of settings and was one of the contributing authors to Cal OSHA Ebola Guidelines.
Friday, September 25th 3:30PM and Saturday, September 26th 8:30AM
Tony Bojorquez is currently Director of Professional Services for Sikka Software Corporation. During his last 9 years in this position he has been responsible for creation, development and implementation of Internal & External Training programs, direct delivery of training services to the Sikka Software customer base, Design Architect of Practice Optimizer Prime’s software user interface, and has led the charge to next generation software applications for small business in Dental, Veterinary, and Audiology. Prior to his current position, he accumulated more than 15 years of experience consulting and managing both group and solo practices throughout California.
His experience with Sikka software provides him with information regarding the statistical patterns of thousands of practices throughout the United States, and the ability to directly interface with multiple practice management software systems.
You will enjoy Tony’s engaging ability to discuss the numbers in a way that is relevant to your day to day decisions.
Friday, September 25th 3:30PM
As the leading provider of capital equipment to companion animal veterinary hospitals, Midmark Animal Health conducted a study to determine the key ingredients necessary to develop a successful dentistry practice to serve the needs of patients in a small animal hospital. Our goal was to develop a ‘recipe’ for success. Midmark partnered with Dr. Cindy Charlier, a board certified dentist, to develop and conduct this study. Our hypothesis was that dentistry and oral surgery is the largest untapped source of patient care and practice revenue in most small animal practices. With the proper equipment, training and tools most practices should see a significant return on their investment in the dentistry portion of their practice. What is possible? What is that untapped potential? We will present our findings which supported our hypothesis and exceeded our expectations.
Andrew Schultz, Jr. is currently the Director of Business Development for Midmark Animal Health and Project Director for Midmark Veterinary Dentistry Services. Before the company was acquired by Midmark in 2008, he was the CEO of Sharn Veterinary, maker of the Cardell® Vital Signs Monitor. Sharn Veterinary was recognized nationally as one of Inc. Magazine’s 500 Fastest Growing privately held companies, and was finalist for Small Business of the Year. He holds a Masters degree in Business Administration with an emphasis in Marketing & Entrepreneurship, and began his career as a CPA with Arthur Andersen & Co.
Saturday, September 26th 8:30AM
David Harris is CEO of Prosperident and the world's leading expert on dental office embezzlement. With a team of specialized investigators, he has consulted on hundreds of frauds annually committed against both general dentists and dental specialists. David has had the distinct pleasure of hearing cell doors slam shut on many embezzlers.
David is a licensed private investigator with a graduate degree in applied mathematics, and a CPA. David is "dual certified" in fraud investigation - he possesses both the Certified Fraud Examiner designation from the Association of Certified Fraud Examiners and the Certified in Financial Forensics designation from the American Institute of CPA's.
David is a Mensa member and belongs to several organizations for dental consultants and speakers. He has been interviewed on the subject of embezzlement by many leading dental publications and organizations. He is also a prolific writer and authors or co-authors a dozen or more articles annually, that appear in major dental publications.
Saturday, September 26th 8:30AM
Matt is Sikka’s Vice President of Customer Success. Our customer success team drives the entire customer experience at Sikka from the initial onboarding & training through ongoing upgrades and renewals.
Matt has been involved in software sales, marketing, and customer service for the past 25 years. His previous experience includes Product line Director with ImproMed, LLC a Henry Schein company, Vice President of Sales at VETECH Software, and National Sales at THEOS Software Corporation.
Matt has a Bachelor’s degree in Business/Marketing from California State University, Chico.
Saturday, September 26th 10:00AM
Bassim has provided accounting, business advisory and tax services to business entities and individuals since 1997. During that time, he has provided high quality, personalized service to a wide variety of clients, ranging from individuals to small and mid-size companies in a variety of diverse industries including service, real estate, construction, retail, health care, and manufacturing. Bassim's background in both public and private accounting gives him a unique perspective into the financial, tax and business needs of your company.
Bassim is licensed as a Certified Public Accountant and Certified Valuation Analyst in California and Nevada. He earned his Bachelor of Arts degree from Fresno Pacific University and also holds an MS in Taxation degree from Golden Gate University. Prior to starting his own CPA firm in 2003, he worked for a local CPA firm in Fresno, California. He also worked as a financial analyst for Longs Drug Stores.
Bassim has taught at Fresno Pacific University's undergraduate and graduate Leadership program for over four years. The course offerings he has taught include accounting to non business majors and Financial Analysis and Decision Making.
Bassim is a member of the American Institute of Certified Public Accountants, California Society of CPA's, Fresno Estate Planning Council, Institute of Dental CPAs, NACVA (National Association of Certified Valuation Analysts), and ACFE (Association of Certified Fraud Examiners).
Saturday, September 26th 12:30PM
Wendy Briggs, RDH is a top producer within the field of clinical hygiene. She has coached countless other hygienists to do the same. As a consultant and speaker she has successfully worked with practices internationally as well as some of the largest organizations is the United States. She shares real-world solutions to common hygiene headaches.
You will learn:
✓ Avoiding the BIGGEST mistake most practices make with a new patient's first visit — this can cost you at least one patient a day
✓ The SECRET to serving PPO patients without losing money
✓ The fool-proof way to fill holes in your schedule
✓ How to maximize the 3 Critical roles of hygiene and why neglecting these roles is costing you over a hundred thousand dollars a year
✓ Three simple ways to increase service to your patients, and increase hygiene production by $100,000 in the next 12 months
✓ Why now … more than ever … you MUST have FOOLPROOF way to give patients what they want or they will simply choose another Dentist
Plus …
✓ The 9 words to ensure a 99% acceptance of your treatment plan
✓ Why your current set-up may be costing you $$$ without you even knowing
✓ A simple trick that enables you to add 30% to your daily production
✓ And why the ability to uncover this hidden profit is THE most important skill you can learn this year
✓ The BIGGEST mistake doctors make when trying to implement same-day dentistry in their practice and how you can easily avoid this!
✓ Why now more than ever, you need a STRATEGY to win the insurance battle
✓ The truth about expanding your practice, attracting more new patients and fueling for growth—it's not what you think
✓ How to grow a team that will GIVE you the key practice statistics daily without you even asking
✓ What every doctor needs to know before bringing on an associate to ensure that everyone is set up for success
Saturday, September 26th 12:30PM
Dr. Kerri Marshall is a veterinary healthcare leader focused on customer centric information technology innovation, design, and execution of projects supporting accelerated business growth and scale. She is experienced in building and leading teams, developing and integrating enterprise systems and processes and forging strong alliances between business, medicine, and information technology.
Her thirty years of veterinary healthcare experience includes executive level experience in pet insurance and founding leadership experience in the largest multi-site global corporate practice: Banfield (A Mars Company). She has also held leadership positions in veterinary informatics and has been invited to speak at national veterinary and human medical informatics meetings. Areas of career expertise:
• Strategic Planning
• Business-IT Alliance
• Medical Informatics
• Business/Systems Analysis
• IT Executive
• Software QA
• Operations Management
• Project Management
• Strategic Partnerships
Saturday, September 26th 2:00PM
Geoffrey Martin is responsible for setting the direction for marketing and the Partner Success at Sikka Software.
Geoff has an extensive background in advanced engineering environments and technology companies that spans more than 20 years. He held leadership roles across marketing, product development, and product management at many of the premier technology companies including CAE Electronics, Apple, 3Com, HP, DDNi and now Sikka Software. Geoff was born in Montreal, Canada and is a graduate of Concordia University. He thrives on building strong teams, growing companies and charting innovative business models. Geoff is at home in driving new products in emerging markets.
Kevin Grant is Vice President of Partner Apps and Strategic Alliances where he oversees Sikka's business development within the Sikka Software Ecosystem.
He was formerly the Alliance Executive at IDEXX (Nasdaq: IDXX), CEO of VetEnvoy, and Channel Sales Manager for Invitrogen (Nasdaq: IVGN), RR Donnelley, and Alliant Inc. All together he has over 12 years executive level sales experience. He graduated from the University of Maine with a BS in English with honors.
Saturday, September 26th 3:30PM
Howard Rubin is a member of the Board of Directors of Trupanion, Inc. (NYSE: TRUP) and previously its Chief Operating Officer. Trupanion provides medical insurance for cats and dogs.
Prior to joining Trupanion as its Chief Operating Officer, Howard was the founding CEO of BrightHeart Veterinary Centers, advanced-care veterinary facilities focused on acquiring specialty veterinary hospitals and emergency clinics.
Howard is widely considered to be among the nation’s leading authorities on the economics and operations of veterinary practices. He was the founding CEO of the National Commission on Veterinary Economic Issues which was created to improve the economics of veterinary practices. Previously, after acquiring Cardiopet, Inc., he served as its Chief Executive Officer and later as a Divisional Vice President of IDEXX Laboratories, Inc.
Howard currently serves on the Dean’s Advisory Board for the College of Veterinary Medicine at Western University of Health Sciences. He is also a member of the Board of Directors of Animal Dental Care, Inc. a privately held company providing conscious dental services to veterinary practices.
Saturday, September 26th 3:30PM
C.J. Hughley is a global marketing and innovation leader, with a passion for connecting people and products through technology. As Global Category Manager, C.J. oversees marketing for the 3M Digital Oral Care business, representing a vital competitive platform to enhance innovation and transformation across the oral care industry.
During his career at 3M, C.J. has held several marketing leadership positions, directing award-winning global teams across healthcare industries to drive strategic partnerships, international marketing programs and new product launches. His leadership has yielded numerous awards and his product launches have been featured on the CBS Early Morning Show and Popular Science for their breakthrough innovation. Most recently, 3M Digital Oral Care was awarded the 2015 Edison Award for excellence in new product development, marketing, design and innovation with the launch of the 3M™ True Definition Scanner.
C.J. holds an MBA from Regis University in Denver, Colorado. He lives in St. Paul, Minnesota and enjoys warm weather, basketball, and spending time with his wife and two kids.
Saturday, September 26th 3:30PM
Mike Provance works with entrepreneurs and new venture management teams to help them make their businesses smarter, faster, and more competitive – in short, he guides value creation by accelerating growth. Mike is CFO of OneMind Health Inc., a healthcare technology services company that helps practices get the most out of their business operating systems.
He presents and writes regularly on topics related to entrepreneurship and the vitality of regions and business ecosystems, including topics such as new business formation, the impact of entrepreneurship on regional economic growth, and the importance of entrepreneurial failure. His writing and presentations come largely from the synthesis of his research on technology entrepreneurship dynamics and founder decision-making, and his management and mentoring roles with several small, technology companies.
For 20 years Mike has helped build, run, fund, and advise high-potential businesses in software, Internet media, healthcare, and technology investment. His work has also involved implementing innovation management programs with large manufacturers, tech companies, and the US Navy. Mike has developed and delivered professional courses on long-horizon technology planning and roadmapping to executives from San Diego to Warsaw.
Mike spent some time in academia, too; having taught New Venture Creation, Global Entrepreneurship, and Strategy to undergraduates and MBA students along with a PhD seminar in Strategy. His scholarly stops have included the University of Richmond, Old Dominion University, George Mason University, and the University of Maryland.
Mike has a Ph.D. in technology entrepreneurship and innovation from the George Washington University, an M.B.A. from the Smeal College of Business at Penn State, and a B.S. in management science from MIT Sloan School.
Dr. Lance Roasa is a 2008 graduate of Texas A&M where he was the only student to undertake a 4th year business-track where he spent the majority of his clinical training in veterinary business and industry. Arising from that business experience was an associate position in a fast-growing Banfield partner practice in Phoenix, Arizona. In 2009, he bought a small animal solo-practice in the mountains of Colorado and, in less than 5 years, grew that practice to a 4 veterinarian mixed-animal hospital with 15 employees. To achieve that growth, Dr. Roasa relied on business metrics, benchmarking and technology.
Dr. Roasa and his family then moved to Nebraska and sold the practice in 2013. He is currently a 3nd year law student at the University of Nebraska and his legal training is centered on the law of small business, taxation, and any course work that applies to medicine. He serves as an expert witness in malpractice litigation and maintains an active practice in small animal traveling surgery. He is active in VetPartners as part of the Career Development Special Interest Group, AVMA, and serves on the executive board of the American Veterinary Medical Law Association (AVMLA).
Dr. Roasa also guest lectures in the veterinary schools on the legal aspects of medical recordkeeping, veterinary malpractice and veterinary business. He serves as a national advisor to the Veterinary Business Management Association and regularly lectures to regional VBMA chapters and the to national association on the topics of growth and business metrics.
Upon completion of his Juris Doctorate, Dr. Roasa plans to teach veterinary law, provide legal and business counsel for veterinarians, write, and serve the national veterinary profession from Nebraska.
Saturday, September 26th 3:30PM
Kelly Clay is an Information Management Specialist at IDEXX Laboratories, helping veterinary hospitals utilize technology to increase revenue, market to new and existing clients, and strengthen the bonds between the hospital, clients and pets. Practice management software, cloud based client communication and marketing programs, and preventive care plans are a few of the ways IDEXX enhances a veterinary hospital. Offering hospitals free access to diagnostic results is transforming the way the veterinary industry communicates to clients and provides continuity of care between hospitals.
Graduating from Fresno Pacific College with a degree in Organizational Development, Kelly has successfully consulted with hospitals to observe current workflows and identify practice goals. By developing plans and providing resources, Kelly helps hospitals differentiate themselves from their competitors. Prior to joining IDEXX Kelly spent time in the human pharmaceutical industry as well as developing training curriculum and facilitating company culture workshops.
Founder of the Northern California Lean In Circle, Kelly is an advocate for women to dream big in business as well as personal aspirations. In her free time Kelly enjoys spending time with her family traveling, hiking, and seeking out fun restaurants and food trucks. She also competes in triathlons, trail runs, and bicycling criteriums.
Saturday, September 26th 3:30PM
Bob Richardson is President and CEO of ExtendCredit.com, an advanced technology platform that enables leading financial services programs. Our SaaS solution enables affiliate divisions, Dental Credit Plans and Veterinary Credit plans to offer practices, in their respective markets, leading financing options to their patients. Expertise includes Membership and wellness plans, self-funded payment plans and integrated third party credit alternatives. The company sees continued success in helping practices, of all sizes, attract and retain patients, and grow revenue.
Key to success is providing enterprise level functionality in a very easy-to-use platform allowing practices to better manage and control 3rd party financing, second look, low risk in-house payment plans and membership/wellness solutions. Bob’s extensive development and financial background, combined with input from industry leaders has lead to a comprehensive solution that automates the entire process of managing offerings, signing up new customers, and all aspects associated with recurring billing and patient communications. Currently managing over 100,000 plans through the two divisions, working with over 1,000 dentists and almost 1,000 veterinary practices to date.
Bob has 20+ years of experience in the software services industry, including advanced financial service solutions for both large and small businesses. Bob has actively worked with dentists and veterinarians for over 5 years and spends a great deal of time working with practice owners to understand their needs and how to best utilize the platform to grow their practice.
Saturday, September 26th 3:30PM
April is COO and Co-founder of Total Dental® and spearheaded its development and ONC certification teams that has led to it becoming one of the premier cloud based dental software companies currently in the market. She also leads the company's account management, operations, human resources and financial areas, as well as the training and implementation teams.
Working with thousands of dentists across the country in areas such as Meaningful Use, HIPAA, Security Risk and EHR selection, April is a recognized leader in dental technology and consulting. Total Dental® is a complete certified software Dental EHR practice management system. April is both HIPAA certified and a Certified Meaningful Use Professional.
Follow her @aprilcmup