Pull up a chair in The Dental Board Room
PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Our podcast series, The Dental Board Room, is designed to keep you in the know with expert-driven interviews on the latest industry news.
Tune in to our episodes below!
2025 Q2: State of the Dental Industry (ADA Report)Wes Read: Welcome everybody to another episode of the Dental Boardroom podcast. As you know, every quarter I do an update on the status of the dental industry using the a DA report that they put out to the public, and I'm using AI to summarize it, which will honestly just do a much better, […]
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Embezzlement Prevention Through Dentrec TechnologyIn this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, is joined by Myles Davis, founder of Dentrec—a platform designed to bring clarity and consistency between dental practice management systems, bank accounts, and accounting software like QuickBooks. Wes and Myles explore the common yet often overlooked issue of reconciling collections data with […]
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Financial Market Update: Key Events Shaping Your Portfolio in 2025107: Financial Market Update: Key Events Shaping Your Portfolio in 2025 In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions and legislative changes to the explosive innovation in AI, the […]
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New Tax Rules Just Passed—Here’s What Dentists Need to KnowIn this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes hundreds of provisions designed to extend prior tax cuts, adjust deductions, and shape the future of business and personal tax planning. Wes […]
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AI in Dentistry: How AI Is Redefining Dental Marketing with Adrian Lefler of My Social PracticeIn this episode of The Dental Boardroom, host Drew Phillips sits down with Adrian Lefler, Co-Founder and CEO of My Social Practice. Adrian has been helping dental practices master digital marketing since 2009—long before “dental TikTok” became a thing. They explore how generative AI and automation are fundamentally transforming the marketing landscape for dentists—from content […]
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AI in Dentistry: How NexHealth Is Automating the Patient ExperienceIn this insightful episode, Drew Phillips continues the special series on AI in Dentistry with a deep dive into how Next Health is helping practices modernize patient experiences. Kyle Johnson shares his journey from early-stage team member to driving growth and solving some of the biggest challenges in dental technology—especially data integration. They explore why […]
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AI in Dentistry: How Pearl AI Is Enhancing Diagnosis and CaseIn this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP, and owner of Practice CFO, sits down with Mike Buckner from Pearl AI—one of the frontrunners in AI-powered clinical analysis for dentistry. Together, they explore how artificial intelligence is transforming dental practices across the country. Mike shares his deep experience with dental […]
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AI in Dentistry: Insurance Verification with Vivek Kinra with VerrificIn this eye-opening episode, host Wes Read, CPA, CFP welcomes Vivek Kinra, founder and CEO of Verific, for an in-depth conversation about artificial intelligence in dentistry. The discussion starts off unscripted and fresh, as Vivek shares his unique journey from software engineering to creating multiple dental technology companies—PPO Profits and now Verific. He details how […]
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AI in Dentistry: Radiograph Analysis and Case Presentation with Overjet Founder Dr. Wardah InamIn this episode of the Dental Board Room Podcast, Wes Read CPA, CFP, continues AI in Dentistry series with a very special guest, Dr. Wardah Inam, founder and CEO of Overjet AI. With a background from MIT and Harvard, Dr. Wardah Inam is at the forefront of AI innovation in dental care. Overjet is the […]
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