The 2020 DEO
Summer Summit

Virtual Event


The 2020 DEO Virtual Summer Summit:
Group Dentistry In The NEW World: Sustaining And Thriving Going Forward

Open to the public
June 4-5

Grab your ticket at the NEW VIRTUAL Price of $499 — 

that's 50% OFF our normal $999 price!

(Includes CE Credit)

Days until the event:

  • As states ease restrictions and as dental practices 
    begin to open their doors, how do you ramp up

  • Interested? Then you're invited to our 2020 DEO Virtual Summer Summit! Grab your ticket and discover how to: 
  • - Implement strategies used by large DSOs and group practices to navigate ramping up
    - Make smart financial decisions to advantageously position your group / DSO
    - Avoid the pitfalls that you'll likely face as you ramp up
    - Be an effective leader and keep your team motivated in challenging times  
    - Implement scalable systems as you ramp up in the unavoidable new world of Group Dentistry
    - Much, much more!

What You Can Expect at The DEO Virtual Summer Summit

  • You’ll walk away with important insights and actionable advice. You'll get the necessary tools, techniques, and best practices to accelerate the success of your group practice or DSO, especially during this crucial ramp up phase, and the opportunity to network with the best and brightest minds in the dental industry.

There is just one major change this year: Instead of you coming to us, we'll be bringing the event to you, virtually.

Meet the Headline Speakers

Founder and Executive Chairman at Heartland Dental Rick Workman

Heartland’s Response Plan and Lessons from 5 Economic Recessions

Speaker: Dr. Rick Workman, Founder & Executive Chairman, Heartland Dental

Locations: 1000+

Dr. Workman founded Heartland Dental, a DSO with 1,000 practices and 1,600 dentists nationwide. Heartland’s philosophy is to take care of dentists and set them up for success so they can best care for their patients. During his presentation learn:

  • How Heartland is operating now and their plans for the future
  • Lessons Dr. Workman learned navigating previous economic downturns and what he sees for the future of dentistry
  • Dr. Workman’s advice for dentists to ramp up as the economy opens
Steve Bilt, CEO, Smile Brands Inc.

​Leading Your Dental Group, Your Team, and Yourself Through Crisis

Speaker: Steve Bilt, CEO, Smile Brands Inc.

Locations: 425+

Smile Brands has 5,500 employees and 450 locations. It has been recognized as a Best Place to Work and Steve has been recognized as People Focused CEO of the Year as a top-rated U.S. Large Company CEO, both by Glassdoor. In his presentation, Steve will discuss:

  • Lessons learned to help you become your best potential leader during these chaotic times
  • Maintaining integrity and focus while planning for the future
  • Communication lessons to keep morale high
  • The importance of matching your values with actions and why integrity matters more than ever

Adapting a "Mindset of Success"
to Sustain and Thrive in the
Midst of Chaos

Speaker: Mark Manson

#1 NYTimes Bestselling Author, CEO and Founder of

Mark is most famous for writing “The Subtle Art of Not Giving an F*#k: A Counterintuitive Approach to Living a Good Life”, with over 9 million copies sold. His most recent book, “Everything is F*#ked: A Book About Hope”, debuted at #1 on the New York Times Bestseller list. Mark will provide a fresh take on the current crisis, discussing:

  • How to stay grounded in your future vision in the midst of chaos
  • How to filter out the noise and stay focused during these unpredictable times
  • How to acquire certain “mindsets of success” to help your dental group ramp up and thrive

Meet the Speakers

Eric Roman - Dental Entrepreneur Organization

Why Now Is the Greatest Opportunity in the History Of Dentistry

Speaker: Eric J. Roman, Executive Coach for DSO Leaders​

Locations: 6 (Formerly)

For six years, Eric Roman was the CEO and co-founder of CarolinasDentist — a six-location DSO — where he provided the company’s vision and day-to-day executive-leader development. Eric will share his journey and the tough lessons he's learned applying them to the current landscape including:

  • How to turn the current situation into the best opportunity of your life
  • The essential “recession mindset” for every dental entrepreneur
  • The opportunities he sees in the seismic shift taking place in the dental industry
Ken Kaufman, CFO, Community Dental Partners

​Sustaining Your DSO Financially and Thriving in the New World of Group Dentistry

Speaker: Ken Kaufman, CFO, Community Dental Partners

​Locations: 30+

As CFO of Community Dental Partners, a 30+ location DSO, Ken will discuss their approach to this unprecedented time’s financial impact and how to optimize a plan for your dental group including:

  • Financial benchmarks to measure your dental group's health now and going forward in the new world of group dentistry
  • Why it can be misleading and dangerous to just look at bank statements to manage your dental group’s finances, especially now
  • Empowering you to lead the financial functions of your DSO to take on the future with confidence
Cheryl Penava - Mortenson Dental Partners

Team Communication, Team Safety and Resetting to the New Normal

Speaker: Cheryl Penava, VP Practice Excellence, Mortenson Dental Partners

​Locations: 120+

Cheryl is an expert in operational best practices, learning and development, leadership development, and change management.
During her presentation Cheryl will share her passion for developing people and the essential keys for growing a successful team within your DSO including:

  • Best practices for managing employees
  • Proven strategies to train and successfully onboard employees
  • How to build a positive company culture in the new dental world
Tarek Aly - OrthoDent Management

​Picking the Right Key Performance Indicators (KPIs) for Your DSO To Focus on in the New World of Group Dentistry

Speaker: ​​​Tarek Aly, MBA, CVA, COO/Co-owner, OrthoDent Management, LLC

​Locations: 12

Tarek's expertise as COO of OrthoDent Management with 12 locations, includes DSO platform development and management, M&As, business valuation and more. In his presentation, Tarek will discuss the value and importance of tracking the right KPIs for your dental group during this unusual time, including:

  • Which KPIs to use to drive your practices into recovery
  • Critical numbers to beware of as you ramp up
  • How KPIs can provide the information you need to help your DSO recover and thrive
A.J. Peak CEO Of Peak Dental Services

​Building Systems in Your Dental Group To Prepare for the New World of Group Dentistry

Speaker: ​​​A.J. Peak, CEO, Peak Dental Services

​Locations: 30+

Under A.J.'s leadership, Peak Dental Services, a 30+ location DSO, has been recognized as one of Inc. Magazines Top 5000 fastest-growing companies. In his presentation, A.J. will share how systems can help your dental group weather times of adversity, discussing the following: 

  • Why it’s not too late to implement systems to handle the new dental world and its challenging issues
  • A roadmap for and how the right systems can lead to more synergy and plans to thrive in the future
  • The four dimensions of successfully sustaining a DSO: strategy, cash, people and execution

​​​Marketing NOW For a New Patient Ramp Up

Speaker: ​​​Alyssa Keefer, Founder and CEO, Novateur Media

Alyssa helped to launch a second dental group from $0 to 40M in five years and now coaches and consults dental groups on marketing, data analytics, operations, and more. In her presentation, Alyssa will discuss how to prepare your marketing now for the new world of group dentistry, including:

  • How to leverage the biggest patient opportunity in history
  • Strategies to secure exponential patient and demand growth 
  • Critical messaging needed now to adapt to the “New Dental World”

​Getting Back Your Time with Virtual Assistants

Speaker: Dr. Glenn Vo, Founder, Nifty Thifty Dentists and Co-Owner, Denton Smiles Dentistry

Dr. Vo founded Nifty Thrifty Dentists, a website and Facebook group whose aim is to help dentists pull resources together to save money by leveraging for group buys.  He also hosts the Nifty Thrifty and Doctor Entrepreneur podcasts and is a coach for Delivering WoW, an online coaching community for dentists. In his presentation Dr. Vo will:

  • Discuss how adding Virtual Assistants (VAs) to your staff can can save you time both personally and professionally
  • Detail the many ways VAs can help you reclaim your time by offering support to take on the new dental world
  • And more...

Panel Topics

Founder and CEO Tranquility Dental Wellness Lori Noga

Panel: Keys To Supporting Growth of Women Leaders in Group Practice

Facilitator: Dr. Lori Noga, Founder & CEO, Tranquility Dental Wellness, Tacoma, WA

Locations: 3

Women now make up more than half of all dentists. Empowering women leaders is paramount to the success of any dental group. This panel will answer questions such as:

  • What are the unique challenges faced by women in a growing DSO?
  • What role will women leaders play in the growth of DSOs?
  • What are the most cutting-edge strategies to develop women leaders in the new world of group dentistry?
Eva Sadej - Floss Bar

Panelist: Eva Sadej

Founder & CEO
Floss Bar

Dr. Aman Kaur - DSO Strategy Developer & Growth Accelerator

Panelist: Dr. Aman Kaur

DSO Strategy Developer
& Growth Accelerator

Panelist Eric Roman

Panelist: Eric J. Roman

Executive Coach
for DSO Leaders

Panel: M&A Activity Update and Future Outlook

This panel will provide guidance and insight into this time of volatility, what to expect in the M&A markets and how that will impact dental groups' future plans, including: 

  • An update on where the dental M&A market has been
  • A forward-looking assessment on where the dental market is going
  • Strategies to optimize your position for the second half of 2020