RCM60–75 min
A/R & RCM: Read the Red Flags
Assess collections, denials, clean claims, and accountability.
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
Limited Attendance • Application & Acceptance Required
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
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.
Additional Speakers Coming Soon
Sponsorship
INTERESTED IN SPONSORING?
Put your brand in the room with dental executives, operators, and decision-makers.
Only 3 Available — Deadline: September 30, 2026
Event Details
APPLY TO ATTEND.
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
Rate
Special 2026 Executive Rate: $199
Available to approved symposium attendees.
Available to approved symposium attendees.
Thank You to Our 2026 Sponsors
Special thanks to Cain Watters & Associates
CPAs for Dentists, Dental Practices, Business Owners, and Beyond | CWA
2025 Proof
INSIDE THE ROOM. OUTSIDE IT.
