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ODEA Dental Webinar “The Secret to Becoming the Practice Superhero”

Jul 17 @ 6:00 pm - 7:00 pm

ODEA Dental Webinar “The Secret to Becoming the Practice Superhero”
Complimentary Online Webinar
Wednesday, July 17, 2019
6:00 – 7:00 p.m.

In this session, Dental Practice Advisor Elliott Tracy, CPA will show you how to become the superhero of your practice by communicating financial reports in a new, insightful way.

We all know how busy our Doctors can get providing patient care. It’s often challenging to carve out time to drill down on practice financial dynamics. This presentation will provide you with easy-to-implement tools that will make financial reporting easier, more consistent, and more effective.

We will examine financial reports that highlight the key dynamics you should be watching on a monthly basis. We’ll show you how to present that information in non-traditional formats to create clear understanding and promote actionable insights. We’ll also look at practice benchmarking concepts that allow you to quickly spot areas of success and opportunities for improvement, and to compare your practice performance to past periods, future goals, and other local practices.

 

 

Learning Objectives:

  • Understand why it’s important to communicate financial information outside of traditional statement format
  • Understand the most important practice dynamics to track on a monthly basis
  • Learn how to present and communicate financials in graphical format to promote actionable discussions

 

Elliott Tracy, CPA is a Senior Manager and a key member of the firm’s Dental Team. He specializes in providing dental and medical practices and their owners with practice benchmarking, cash flow planning, business strategy, and tax planning. As a member of the Tax Department, he has experience in all areas of tax planning for high earning individuals and closely-held businesses. He has an extensive knowledge of all federal and state tax credits and how they can be utilized by individuals and businesses.

 

 

Janette Douglas has worked in the dental field for over 30 years. She has been in her current position as Manager of TenderCare Dental in Gladstone since 1988. She has been instrumental in taking the practice successfully through many transitions.

A member of ODEA since 2003, Jan served on the Board of Directors as well as holding the position of Membership Chair from 2003 to 2007. Her belief in the value of ODEA and her desire to help get the information, education, and networking opportunities to outlying areas of Oregon have brought her back to serve on the Board once again. Her family is her passion and she loves to travel.

 

 

For more info, contact: Janette Douglas at 503-312-3269 or president@oregondentalexecutives.org

 

Details

Date:
Jul 17
Time:
6:00 pm - 7:00 pm
Event Category: