RCM60–75 min
A/R & RCM: Read the Red Flags
Assess collections, denials, clean claims, and accountability.
Sold outDental 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
Sold out. Join us on LinkedIn for operations insight before and after the symposium.
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
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
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.
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.
Dr. Saam Zarrabi
Executive Chair, Rodeo Dental & Orthodontics
Scaled Rodeo Dental from its founding in 2008 to 45 offices across three states, building a high-growth organization while maintaining a strong culture, brand, and patient experience.
Save the date
November 2–3, 2026 • Cain Watters Educational Center • Frisco, Texas
Sign up for symposium notesAgenda
AGENDA
Monday evening reception and dinner, then a full day of working sessions on Tuesday, November 3 • Cain Watters Educational Center • Frisco, Texas.
Event Details
Sold out. Get the symposium notes.
Dates
November 2–3, 2026
Venue
Cain Watters Educational Center
17 Cowboys Way, Suite 300
Frisco, TX 75034
17 Cowboys Way, Suite 300
Frisco, TX 75034
Need a place to stay? Nearby hotel options.
Omni Frisco Hotel at The Star • HALL Park Hotel • Canopy by Hilton Frisco Station • AC Hotel Dallas Frisco • Hotel Indigo Frisco • Hyatt Regency Frisco–Dallas
2025 Proof
INSIDE THE ROOM. OUTSIDE IT.
Lineup
Hosts and speakers
Hosts
- Dr. Charles Moser, Host, Rodeo Dental & Orthodontics
- Santosh Patel, Host, Leadership and Execution
- Dr. Kathryn Alderman, Host, Intelligent Care Alliance
Speakers
- Dr. Saam Zarrabi, Executive Chair, Rodeo Dental & Orthodontics
- Ray Caruso, CEO, Lone Peak Dental Group
- Katie Kraig, CAO, Lightwave Dental
- Melissa Wilson, VP of Operations, Rodeo Dental
- Elizabeth Davis, VP of RCM, Squire Dental
- Bonnie Thompson, COO, Forest Family Dentistry
- Teresa Williams, COO, Dental Express
FAQ
Frequently asked questions
- Who is the Dental Operations Symposium for?
- It is for leaders who run dental organizations: DSO executives, VPs, directors, regional managers and practice leaders.
- When and where is it?
- November 2 to 3, 2026 at the Cain Watters Educational Center, 17 Cowboys Way, Suite 300, Frisco, TX 75034.
- Is it sold out?
- Yes. Sign up for symposium notes at dentalops2026.com.
- Who are the hosts and speakers?
- Hosts are Dr. Charles Moser, Santosh Patel and Dr. Kathryn Alderman. Speakers are Dr. Saam Zarrabi, Ray Caruso, Katie Kraig, Melissa Wilson, Elizabeth Davis, Bonnie Thompson and Teresa Williams.