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!
Financial Market Update: Key Events Shaping Your Portfolio in 2025In 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 team explores why this year has been anything but predictable. They […]
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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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AI in Dentistry: Front Desk Automation with FOJI.io Founder Mitch HerscheIn this thought-provoking episode of The Dental Boardroom, host Wes Read CPA and CFP continues his AI in Dentistry series by diving deep into one of the most transformative technologies shaping dental practices today—AI agents. Wes welcomes Mitch Hersche, founder of FOJI, a leading innovator in operational AI tools designed for dental offices. Together, they […]
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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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