Dental Operations Symposium 2026
Great Automation Starts With Great Operations.
And Great Operations Start With Strong Leaders.
Strong Leaders. Strong Operations. Smarter Automation.
The next generation of dental organizations will not be built by technology alone. They will be built by leaders who know how to combine people, processes, knowledge, data, technology, and AI into one high-performing operation.
Limited Attendance • Application & Acceptance Required
The Next Chapter
The 2025 Dental Operations Symposium brought leaders together around the fundamentals of building stronger dental organizations:
Leadership. KPIs. Systems. People. Financial clarity. Growth. AI.
One principle became increasingly clear:
Technology works best when the operation underneath it works.
In 2026, we take the conversation to the next level.
Instead of asking
“What AI should we buy?”
We ask
“Is our organization ready to be automated?”
See What's Different in 2026Great Automation Starts With Great Operations.
And Great Operations Start With Strong Leaders.
Strong leaders build strong operations. Strong operations enable automation. The sequence is clear:
Leaders → Operations → Systems → Technology → Automation
2026 Symposium Agenda
Two days focused on the real work of running stronger dental organizations: Financial clarity. Revenue performance. People. Training. Leadership. Operations. Automation. AI.
Is Your RCM Department Actually Working?
Learn how to spot collection problems before they hit cash flow and evaluate RCM performance with a simple operator scorecard.
Budgets, KPIs & the Numbers That Actually Matter
Build financial fluency without becoming an accountant. Understand which numbers operations leaders can actually influence, how to create realistic budgets, and which KPIs predict performance.
Get Providers Revenue-Ready Faster
A practical discussion with payer representatives covering claims, audits, credentialing, provider management, and the operational cost of delays.
The First 72 Hours + The First 14 Days
A hands-on workshop for creating faster onboarding, stronger connection, and better new-hire retention. Learn the four-step training model, then build a practical first-14-days employee connection plan with other operators in the room.
The four-step training model
Lead the Conversations That Actually Matter
Move beyond generic communication advice. Practice handling the difficult situations operators face every day—from underperformance and culture conflicts to doctor accountability and RCM friction.
Where Automation Is Actually Working Today
Separate real AI value from hype. See where automation and AI are already improving dental operations—and learn how to evaluate new technology before buying it.
Plus: How to evaluate an AI vendor before you say yes.
What You Will Leave With
Come with operational problems. Leave with tools to solve them.
Limited Attendance • Application Required
Apply to AttendThe Operator Journey
Strong leaders create clarity.
Build stronger managers, accountability, and teams.
Know the business.
Understand the financial and operational health of the business.
Remove friction.
Fix workflows, training, RCM, and revenue friction.
Use technology intelligently.
Apply technology and AI where it creates measurable value.
Grow without multiplying chaos.
Build systems capable of performing consistently across people and locations.
Operations First. Automation That Works.
RCM, P&L visibility, payer management, training, leadership, and AI — the agenda covers the real work of running a stronger dental organization. This is where it all connects.
Financial clarity, RCM, and workflows that hold up under growth.
Leadership, accountability, and training that get people productive fast.
Technology and AI applied where they create measurable value.
Three Leaders. One Mission.
The team behind the room
Santosh Patel, Dr. Kathryn Alderman and Dr. Charles Moser — three operators building the 2026 symposium around real systems, not theory.
KNOW THE BUSINESS
Financial Visibility • KPIs • Profitability • Scale
“Can you clearly see how your business is performing?”
LEAD THE BUSINESS
Leadership • Accountability • People • Execution
“Can your organization execute without you controlling everything?”
AUTOMATE THE BUSINESS
Workflows • Automation • AI • Human + AI Teams
“Once your organization operates well, how do you automate it?”
More Speakers Coming
Check back soon
Who Should Attend
Overseeing multiple practices and responsible for consistent execution across locations.
Responsible for operations, strategy, growth, people, or technology.
Seeking greater visibility, efficiency, scalability, and stronger leadership systems.
Responsible for improving performance, building teams, implementing technology, or scaling organizations.
If you are responsible for leading, improving, operating, or scaling a dental organization, this room was designed for you.
Not Another Huge Conference
We are intentionally limiting attendance.
This symposium is designed for meaningful discussion, direct access to experienced leaders, peer collaboration, and practical problem-solving.
The objective is not to fill a ballroom.
The objective is to build the right room.
Important VIP Notice
Because of the collaborative and executive nature of the Dental Operations Symposium, all attendees must apply.
Applications are reviewed to ensure participants are aligned with the event's mission and positioned to benefit from the discussions, speakers, and strategies being shared.
Applying does not guarantee acceptance.
If accepted, you will receive registration details and next steps directly.
Limited attendance • Application required
Event Details
Frisco, Texas
Dates
November 2–3, 2026
Venue
17 Cowboys Way, Suite 300
Frisco, TX 75034
Cain Watters Educational Center
Investment
$198 Special VIP
VIP all-access symposium pass.
Monday, November 2
Full symposium experience, leadership sessions, operational strategy, networking, and executive discussions.
Tuesday, November 3
Implementation, orchestration strategy, workshops, and next-step planning.
90-Day Implementation
Each attendee should leave with the foundation of a
90-DAY OPERATE BEFORE YOU AUTOMATE PLAN
Identify the biggest operational problems.
Determine which KPIs matter.
Simplify one critical workflow.
Define the necessary roles, SOPs, and knowledge.
Determine what technology can appropriately handle.
Connect the humans, systems, data, technology, and AI.
Set clear 30-, 60-, and 90-day priorities.
It will be built by leaders who know how to connect:
FIRST, OPERATE.
THEN, AUTOMATE.
Dental Operations Symposium 2026
November 2–3, 2026
17 Cowboys Way, Suite 300 · Frisco, TX
Limited Attendance
Application & Acceptance Required
Apply to Attend
Tell us about your organization and what you want to solve. Applications are reviewed individually.
// partners
Special thanks to Cain Watters & Associates
CPAs for Dentists, Dental Practices, Business Owners, and Beyond | CWA
Proof / Dallas 2025
Three days of working sessions, whiteboards and real operating problems — followed by the connections that kept going long after the classroom closed.
The 2025 cohort
In the classroom
Working session
VIP welcome dinner
Breakouts
Outside the room
Group dinner
Event night
3 Days
Working sessions in Dallas
100%
Operators, not spectators
1 Room
Leadership, KPIs, systems, AI
Contact
Have a question about applying, sponsorship, or the symposium? We are happy to help.