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!
AI in Dentistry: AI's Analysis of the ADA AI WhitepaperWelcome to another episode in our special AI in Dentistry series! As AI technologies rapidly evolve, so does their impact on dental practices — clinically, administratively, and technologically. Today, we’re doing something a little different — and very exciting. In this episode, host Wes Read, CPA, CFP shares a live demonstration of how AI can […]
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AI in Dentistry: A General Overview of AI in Dental PracticeIn this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, kicks off an exciting new series titled "AI in Dentistry." As artificial intelligence reshapes industries worldwide, Wes explores how dental practices can harness its power to improve efficiency, profitability, and patient care—without losing the human touch that defines quality service. Wes shares a […]
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Dental Leadership: Hiring Smarter, Paying Better, and Embracing AI with Kiera DentIn this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025. Kiera opens up about her unique journey—from high school dental assistant (yes, because of the […]
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Built to Lead: From $450K to $3.2M and the Power of Intentional OwnershipFrom associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems that fueled her remarkable journey. Dr. Shelton opens up about purchasing a struggling $450K practice—while carrying $450K in […]
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The Big Beautiful Bill: Proposed Tax Changes That Might Affect YouIn this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in the Senate, this bill aims to permanently extend many provisions of the 2017 Trump […]
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From Conversation to Commitment: How Communication Drives Case AcceptanceIn this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, sits down with Dr. Bob Marcus to unpack one of the most critical and misunderstood challenges in dentistry: case acceptance. Dr. Marcus—seasoned clinician, educator, and practice management consultant—shares what separates practices that thrive from those that just get by. From mindset to method, […]
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Making the FFS Leap with Dr. Anissa BroussardMany dentists feel trapped in the PPO system—working long hours, doing more dentistry, and still questioning, “Where’s the money going?” In this episode of The Dental Boardroom Podcast, Wes Read, CPA and CFP, talks with Dr. Anissa Broussard about her powerful shift from PPO dependence to a thriving fee-for-service practice. Dr. Broussard shares how she […]
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PracticeCFO: Financial Markets UpdateWes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipcius, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy and investing landscape in May 2025. Together, they dive into the market’s reaction to global […]
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The Most Overlooked Tax Mistake in Dentistry: Excess DistributionsIf you're a dental practice owner—or planning to become one—this episode could save you thousands. Wes Read, CPA and CFP, breaks down the financial fundamentals every dentist needs to master, especially when it comes to getting money out of your business without triggering IRS penalties. Wes unpacks the critical role of choosing the right business […]
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