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Wednesday, 29 Apr, 2026WelcomeRegistration & Welcome Refreshments
Networking & One-to-One Meetings
Time:8:00 – 8:40 amSession Type:General Session (Presentation)Morning SessionsChairperson’s Opening Address
Speaker(s):
Amol Nirgudkar
CEOPatient PrismTime:8:50 – 9:00 amSession Type:General Session (Presentation)Force Inline Description:0The Future of Dental: Growth Trends Reshaping DSOs in 2026
This keynote will explore the next wave of value creation and risk in dental, through the lens of capital allocators and strategic operators. From emerging reimbursement models to AI adoption, multi-specialty expansion, and patient lifetime value optimization, learn where growth is accelerating, and where it may be overvalued.
Speaker(s):
Patrik Eriksson
PresidentPatterson DentalPatrik Eriksson brings over 25 years of experience in the dental and medical technology sectors with a proven track record of developing customer-centric solutions and building result-oriented cultures.
Most recently, Patrick was CEO at Vimian Group, where he led the company in building a world-class animal health organization, focused on strategic growth through acquisitions and operational improvements. Prior to Vimian, Patrik held key leadership positions at Danaher & Envista Holdings, Nobel Biocare, KavoKerr, Ormco and Carestream Dental, where he successfully turned around underperforming divisions, developed successful software solutions and drove substantial revenue growth.
Originally from Sweden, Patrik earned a master’s degree in business and administration from the Stockholm School of Economics.
Time:9:00 - 9:30 amSession Type:KeynoteForce Inline Description:0Organic First: Building Sustainable Growth
Expanding same-store performance isn’t just about adding chairs. It’s about patient retention, service mix expansion, and operational excellence inside every practice. This panel brings together DSO leaders who are proving that sustainable growth comes not from how many practices you buy, but how well you grow the ones you already own.
Speaker(s):
Dr Arun Garg
Chief Clinical OfficerAmerican Dental Companies
Dr Greg White
Chief Executive Officer and PresidentPepperPointe Partnerships
Joe Lynch
Head of GTMDandy
Jeremy Behar
Founder, Chief Executive OfficerCanadian Dental Services CorporationTime:9:30-10:10Session Type:PanelForce Inline Description:0Networking & One-to-One Meetings10:10 - 11:00amMorning SessionsFrom Fragmented to Integrated: Data Strategies for the Modern DSO
M&A is the engine of growth for many DSOs, but integration is the bottleneck. Too often, post-acquisition operations are slowed by disconnected practice management systems, siloed EHRs, and inconsistent data sources. The result? Poor visibility, inefficiencies, and missed synergies. This session explores how medium-to-large DSOs are using data lake platforms and API-first architectures to unify their tech ecosystems, enable clean data consolidation, and create a scalable foundation for long-term growth.
Session Topics:Data InteroperabilitySpeaker(s):
Justin Carroll
Chief Financial OfficerMB2 Dental
Steven Maroulis
Vice President, InnovationHenry Schein OneTime:11:00 – 11:30 amSession Type:PanelForce Inline Description:0Profit Lost in Plain Sight: How DSOs Can Detect and Eliminate Revenue Leakage
From denied claims to aged A/R and inconsistent collections, the revenue cycle remains one of the most leak-prone and under-optimized systems inside many DSOs, especially as they scale. In this focused executive panel, DSO finance and operations leaders share how they uncovered millions in missed collections and reclaimed revenue by overhauling their RCM workflows, centralizing billing operations, and layering in automation, AI tools, and smarter vendor oversight.
How leading DSOs structure their internal vs. outsourced RCM teams
Which KPIs should be reviewed daily vs. monthly, and which are most often ignored
How AI and automation can reduce denials, speed up collections, and improve cash flow
Session Topics:Financial ManagementSpeaker(s):
Eric Brandt
CFOPearl Street Dental PartnersEric Brandt serves as the Chief Financial Officer of Pearl Street Dental Partners, a leading regional DSO platform operating across Texas and Oklahoma. In this role, he provides strategic oversight for finance, accounting, revenue cycle, and technology. Eric joined Pearl Street in 2023 following a successful tenure as Vice President of Finance and Treasurer at Smile Doctors. He began his career at HMS (now part of Gainwell Technologies), a premier healthcare analytics and technology firm, where he held diverse roles across finance, corporate development, and account management. Eric is based in Austin, Texas.
James Swan
Senior Director - Enterprise Sales SolutionsRectangle Health
Jeff Cole
Founder & CEOPearlyJeff Cole is the Founder & CEO of Pearly (www.pearly.co), a revenue cycle management platform that helps DSOs and private dental practices streamline billing processes and improve collection rates. Pearly powers patient billing for over 3,000 dental offices in the United States, including dozens of large DSOs.
Prior to founding Pearly, Mr. Cole was the CEO of Path, a patient communication solution for senior care operators, that was acquired in 2018. He began his professional career as an Alternative Investment Analyst at Credit Suisse in New York and graduated cum laude from Princeton University.
Mr. Cole currently serves on the Board of the Goleta Valley Cottage Hospital Foundation and lives with his wife and son in Santa Barbara, California.
Katie Kraig
Chief Accounting OfficerLight Wave DentalTime:11:30 - 12:10 pmSession Type:PanelForce Inline Description:0Centralized and Confident: How a Leading DSO Is Taking Control of Compliance
As DSOs scale across clinics, cities, and states, their regulatory exposure grows exponentially, as does the cost of getting compliance wrong. From HIPAA violations to inconsistent documentation and expired licenses, the risk isn’t just financial; it’s operational, reputational, and legal. In this session, we sit down with a compliance leader from a leading DSO who has successfully moved beyond reactive, decentralized compliance management to build a centralized command center where policy, accountability, and technology come together under one strategic roof.
Session Topics:Financial ManagementRevenue Cycle ManagementSpeaker(s):
Crispin Vary
Chief Executive OfficerCompliancy Group
Eileen Smink, JD, CHC, CCEP
Vice President of ComplianceLone Peak Dental GroupEileen Smink is a seasoned compliance professional with more than 25 years of experience leading compliance and privacy programs across healthcare and other highly regulated industries. As Vice President of Compliance at Lone Peak Dental Group, she oversees enterprise-wide compliance strategy, focusing on centralization, proactive risk management, and operational alignment across a multi-state organization.
Prior to joining Lone Peak in 2024, Eileen served as Government Programs Compliance Officer at GuideWell Source, a Medicare Administrative Contractor. Her career includes leadership roles in compliance, privacy, and legislative affairs at American Insurance Administrators, DermOne, Highmark, and United Concordia. Her expertise spans Medicare and Medicaid compliance, audit and monitoring, privacy and data protection, and enterprise risk management.
Eileen holds a Juris Doctor from Widener University School of Law, a Bachelor of Social Sciences in Public Policy from The Pennsylvania State University, and an Associate of Applied Science in Dental Hygiene from Pennsylvania College of Technology. She is a licensed attorney and holds certifications including Certified Compliance & Ethics Professional (CCEP) and Healthcare Health and Safety Specialist (HHS).
Time:12:10 – 12:40pmSession Type:General Session (Presentation)Force Inline Description:0Lunch & One-to-One Meetings12:40– 1:40 pmAfternoon SessionsFrom Chairside to C-Suite: Developing the Next Generation of Dental Leaders
You can’t scale what you can’t manage, and most DSOs are growing faster than their leaders. As DSOs expand across regions, many find themselves stuck between two extremes: overburdened executives managing too many clinics, and newly promoted managers who lack training or support. The result? Operational inconsistency, weak culture, and stalled performance. In this session, learn how leading DSOs are building leadership pipelines that work, turning hygienists into team leads, office managers into regional directors, and providers into clinical mentors.
Speaker(s):
Dr. Aman Kaur
Founder & PresidentWomen in DSO
Pat Bauer
President & Chief Executive OfficerHeartland DentalTime:1:40 – 2:10pmSession Type:PanelForce Inline Description:0Ready for a Buyer? How to Position Your Practice or DSO for Acquisition
It’s not just about growth, it’s about what kind of growth. Whether you're a single-location practice considering your first exit, or a 30-location DSO aiming to attract private equity interest, preparing for acquisition requires more than profitability and a clean P&L. In today’s deal environment, buyers are scrutinizing scalability, infrastructure, technology adoption, and operational sophistication more than ever.
Session Topics:ScalingInvestmentSpeaker(s):
Shalin Tejani
Chief Executive OfficerLegacy Dental Group
Miguel Mireles
Director - Investment BankingSkytale
Hoss Said
Chief Executive OfficerMassoumi Dental CorporationTime:2:10-2:40pmSession Type:PanelForce Inline Description:0Maximizing Fee for Service EBITDA through 2 Powerful Revenue Streams - Facial Aesthetics and TMJ
From designing a clear “hero” offer and pricing architecture to staffing and scheduling that protects chair time, aesthetic dentistry can become a predictable revenue stream rather than a distraction. This session shares a practical playbook for owners and practice leaders looking to launch or grow aesthetics with operational discipline and a measurable patient acquisition system.
Speaker(s):
Dr Barry Applegate
OwnerApplegate DentistryTime:2:40-3:00pmSession Type:General Session (Presentation)Force Inline Description:0Afternoon Break & One-to-One Meetings3:00- 4:00pmAfternoon Sessions4:00-5:00pmRoundtable 1: AI for DSOs, Multi-Location Groups, and Clinical Leaders: Elevating Consistency, Quality, and Operational Performance
The rapid expansion of AI in DSOs has shifted the conversation from “What can AI detect?” to “How does AI reshape operational excellence and clinical quality?” This session is designed for clinical leaders, CDOs, and operational executives who manage multi-location organizations. We will review how modern AI platforms provide benchmarking dashboards, provider-level quality metrics,and performance-consistency insights at scale. We will also address the unique challenges of implementation, change management, adoption readiness, provider trust, documentation alignment, and regulatory considerations for enterprise environments. Participants will leave with actionable strategies for using AI to improve patient outcomes, operational KPIs, and organizational culture while maintaining clinical autonomy and integrity.
Speaker(s):
Dr. Gordon Barfield
Senior Clinical ManagerOverjet AITime:4:00-4:50pmSession Type:General Session (Presentation)Force Inline Description:0Roundtable 2: Strategic Influence: Personal Branding for DSO Execs
Explore how your personal brand can fuel business outcomes, from attracting acquisitions to building high-performing teams and forging strategic partnerships. It’s about creating a ripple effect: when you stand out, so does your organization.
Speaker(s):
Sarah Ruberg
CEOOur Thrive TribeSarah “Sparkles” Ruberg is the Founder and CEO of Our Thrive Tribe, a strategic marketing agency that helps industry partners and DSOs grow their brands and businesses through intentional visibility, positioning, and relationship-driven strategy.
With over a decade of experience in dentistry, Sarah was inspired early on by clinicians stepping into entrepreneurship. Today, she partners with founders, executives, and organizations to build brands that don’t just look good - but drive real opportunities, from strategic partnerships to talent attraction and long-term growth.
At the core of her work is a simple belief: the quality of our lives is determined by the quality of our relationships. By helping her clients gain clarity in how they show up, Sarah enables them to build trust faster, connect more meaningfully, and become known by the people who matter most.
Session Type:General Session (Presentation)Force Inline Description:0Roundtable 3: From Chairside Diagnosis to Immediate Relief: Automating the Patient Experience in Dental Care
Patients increasingly expect care to be immediate, convenient, and seamless. In this session, we’ll explore how DSOs can use automated clinical workflows, smarter system integration, and operational innovation to respond to common patient needs in real time, enhancing patient experience while also improving efficiency, consistency, and scale across the organization.
Speaker(s):
Dr Sima Yakoby Epstein
Chief Executive OfficerOrthoNuSession Type:General Session (Presentation)Force Inline Description:0Chairperson’s Closing Remarks
Speaker(s):Amol Nirgudkar
CEOPatient PrismTime:4:50 – 5:00 pmSession Type:General Session (Presentation)Force Inline Description:0Drinks and Dinner5:00 - 6:00 pmDrinks Reception
Sponsor(s):Patterson DentalTime:5:00-6:00pmSession Type:General Session (Presentation)Force Inline Description:0 -
Thursday, 30 Apr, 2026Welcome8:00-9:00am
Networking & One-to-One Meetings
Speaker(s):Time:8:00 – 8:40 amSession Type:General Session (Presentation)Force Inline Description:0Chairperson's Opening Address
Speaker(s):Amol Nirgudkar
CEOPatient PrismTime:8:50-9:00amSession Type:General Session (Presentation)Force Inline Description:0Morning SessionsFrom Impression to Investment: How AI-Powered Scanning Delivers Measurable ROI Across Your DSO
This presentation explores how AI-powered intraoral scanning technology transforms traditional dental workflows into profit-generating systems for DSO operations. Attendees will discover the hidden costs of analog impressions and learn how intelligent digital workflows reduce expenses, increase revenue, and improve patient outcomes. Through real-world data and case studies, you'll gain a clear framework for calculating ROI and implementing scanning technology across multiple practice locations.
Session Topics:Service InnovationSpeaker(s):
Matt Mock
Senior Director of Marketing and EducationMedit
Kamylla Bullard
Regional Sales ManagerMeditTime:9:00 – 9:30 amSession Type:General Session (Presentation)Force Inline Description:0The New Metrics of Growth: Tech-Driven KPIs for Smarter Scaling
DSOs are scaling fast, but are they tracking the right signals? Production and collections alone don’t tell the full story in a tech-enabled organization. As DSOs invest in automation, AI, telehealth, and RCM optimization, new KPIs are emerging that track what actually moves the needle: time saved, patient follow-through, treatment adherence, and technology ROI.
Session Topics:ScalingSpeaker(s):
Michael Scialabba
Chief Clinical and Operating Officer42 North Dental
Mike Huffaker
Chief Revenue OfficerPlanet DDS
Ryan Torresan
Chief Operations and Marketing OfficerMosaic Dental CollectiveTime:9:30 – 10:10 amSession Type:PanelForce Inline Description:0Networking & One-to-One Meetings10:10 - 11:30 amMorning SessionsScaling Smarter: Outsourcing for Efficiency and Cost Savings Without Sacrificing Care
More DSOs are turning to strategic outsourcing to reduce costs, streamline operations, and support overburdened in-practice teams. This case study explores how one multi-location DSO restructured its clinical and business operations by outsourcing key non-clinical roles, from insurance verification to treatment coordination, without compromising patient experience or quality of care.
Which functions are best suited for outsourcing vs. in-house retention
How to identify high-cost, low-impact roles that can be virtualized
How to integrate remote team members into clinic workflows and culture
Speaker(s):
J.W. Oliver
VisionaryZimWorXJ.W. is a global leader transforming the way the world views and sees work. As the visionary of SupportDDS and Zimworx—an Inc. 5000 company—he oversees five operational centers with over 1,800 team members across four continents.
J.W. blends high-performance business instincts with faith-driven philanthropy, donating 51% of all profits to ministries and charities around the globe.
Beyond the boardroom, JW is an adventurer and endurance enthusiast who has trekked to Everest Base Camp and Machu Picchu. He is a pilot, a podcast host, and a serial entrepreneur. An ordained minister and devoted husband of 30+ years, JW is laser-focused on a massive mission: empowering 20,000 team members by 2032.
Phillip Matousek
Chief Operating OfficerLumio DentalTime:11:30 - 12:00pmSession Type:General Session (Presentation)Force Inline Description:0Rethinking the Digital Stack: How AI Drives Workforce Performance
High-performing teams don’t just happen, they’re built on systems. In today’s DSO landscape, inconsistent workflows and communication breakdowns can drag down even your best teams. This session explores how to create a strategic digital stack that empowers your workforce at every level, from the front desk to regional ops, while improving engagement, execution, and retention.
Speaker(s):
David Skelton
Chief Financial OfficerFlagship Specialty Partners
Dr. Abhishek Nagaraj
Co-Founder & Co-Chief Executive OfficerAreo Dental Group
Vijay Sikka
Chairman and CEOsikka.aiTime:12:00 – 12:30pmSession Type:General Session (Presentation)Force Inline Description:0Lunch & One-to-One Meetings12:30 - 1:40pmAfternoon SessionsFrom Oral Health to Whole Health: The Future of Preventive Care in DSOs
As the lines between oral and systemic health continue to blur, DSOs are uniquely positioned to bring whole-patient preventive care into everyday dentistry. From screening for diabetes and cardiovascular risks to integrating dental and medical records, forward-looking DSOs are transforming routine checkups into critical health touchpoints. This panel brings together leaders who are embedding holistic screenings and medical-dental integration into their operating models, building the foundation for a more preventive, patient-centered future.
Speaker(s):
Joe Feldsien
PresidentPDS Health Medical
Nabil Fehmi
Founder & Chief Clinical OfficerWestwind Integrated HealthTime:1:40-2:10pmSession Type:General Session (Presentation)Force Inline Description:0Beyond the First Visit: Driving Long-Term Retention and Patient Loyalty
In a market where acquisition costs are rising and patient expectations are evolving, the real battleground for DSOs is no longer just getting patients in the door; it’s keeping them. This session will showcase how leading DSOs are driving higher reappointment rates, stronger recall cycles, and consistent experiences, turning one-time visits into long-term patient relationships.
Session Topics:Patient JourneySpeaker(s):
Eduardo Laventman
Chief Operations OfficerLone Peak Dental Group
Viren Patel
Chief Executive Officer and OwnerSmile Obsession
Dr. Anushka Gaglani
Co-Founder and Co-Chief Executive OfficerAreo Dental GroupTime:2:10 – 2:50 pmSession Type:General Session (Presentation)Force Inline Description:0Chairperson’s Closing Remarks
Speaker(s):Amol Nirgudkar
CEOPatient PrismTime:2:50 - 3:00 pmSession Type:General Session (Presentation)Force Inline Description:0End of Enterprise Dental Connect 20263:00pm
Jump to: Wednesday, 29 Apr | Thursday, 30 Apr