Dental Operations Symposium tooth and technology mark

Dental Operations Symposium 2026

OPERATE BEFORE YOU AUTOMATE

The executive working symposium for leaders who run dental organizations.

Practical strategies for stronger operations, financial performance, RCM, leadership, training, KPIs, AI and automation.

November 2–3, 2026 • Frisco, Texas

For DSO Executives • VPs • Directors • Regional Managers • Practice Leaders

Apply to Attend View the Agenda

Limited Attendance • Application & Acceptance Required

Dental Operations Symposium 2025 attendees

Who This Is For

LEADERS WHO RUN THE BUSINESS.

DSO ExecutivesVPsDirectorsRegional ManagersPractice Leaders

Problems We Solve

RCM & A/R

Financial performance

KPI visibility

Payer management

Credentialing

Team training

Leadership challenges

AI & automation decisions

2026 Agenda

WORKING SESSIONS.

November 2–3 • Frisco, Texas

RCM60–75 min

A/R & RCM: Read the Red Flags

Assess collections, denials, clean claims, and accountability.

Finance90 min

Reading a P&L Like an Operator

Use budgets and KPIs to improve financial decisions.

Payers60–75 min

Payer Panel + Credentialing

Reduce credentialing delays, denials, and lost production.

Training90 min

Build a Training System That Works

Create a practical first-14-days onboarding plan.

Leadership60–75 min

Difficult Conversations 2.0

Practice accountability conversations using real scenarios.

AI60–75 min

AI at the Intersection of Operations & Marketing

Evaluate where AI creates measurable value today.

What You Leave With

COME WITH OPERATIONAL PROBLEMS. LEAVE WITH TOOLS TO SOLVE THEM.

RCM Scorecard

KPI Dashboard

Credentialing Framework

Training Protocol

Retention Strategies

Leadership Scripts

AI Evaluation Framework

Hosts & Speakers

MEET THE HOSTS & SPEAKERS

Three core hosts. Featured industry leaders. Practical expertise.

Three Core Hosts

KNOW THE BUSINESS

Dr. Charles Moser

Regional Dental Director, Rodeo Dental and Orthodontics

Host + Speaker

Financial Visibility • KPIs • Profitability • Scale

LEAD THE BUSINESS

Santosh Patel

Host + Speaker

Leadership • Accountability • People • Execution

AUTOMATE THE BUSINESS

Dr. Kathryn Alderman

Host + Speaker

Workflows • Automation • AI • Implementation

Featured Speakers

Holly Billingsley

Chief Operating Officer, GPS Dental

Scales multi-state dental organizations through operational integration, M&A, leadership infrastructure, and disciplined execution.

Ray Caruso

President & CEO, Lone Peak Dental Group

Leads a 200+ doctor, $150M+ dental organization with a focus on change management, team development, systems, and sustainable growth.

Katie Kraig

Chief Accounting Officer, Lightwave Dental

Helped scale Lightwave Dental from 18 to 100 locations by building the financial infrastructure, systems, and teams needed to support disciplined multi-state growth.

Melissa Wilson

Vice President of Operations, Rodeo Dental & Orthodontics

Leads multi-location dental operations with a focus on team execution, operational consistency, scalable systems, and sustainable growth across a large Texas DSO.

Elizabeth Davis

Vice President of RCM and Payer Strategy, Squire Dental

Leads revenue cycle and payer strategy with deep expertise in credentialing, payer enrollment, provider maintenance, and the systems that help multi-location dental organizations get paid accurately and efficiently.

Bonnie Thompson

Chief Operating Officer, Forest Family Dentistry

Builds stronger dental operations through practical training, onboarding, team development, and systems that improve consistency, accountability, and performance.

Chavelle Galton-Rice

Director of Membership and Education, AADOM

Develops dental leaders through education, team culture, and practical leadership systems, drawing on more than 20 years of experience across clinical, front-office, and multi-site operations.

Teresa Williams

Chief Operating Officer, Dental Express

Builds scalable dental operations through change management, technology adoption, team empowerment, and disciplined execution across multi-location organizations.

Additional Speakers Coming Soon

Event Details