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!
Live at MDIBS CEO Roundtable 2023! Patient Membership Plans 101 w/ KleerIn this episode, we're live on the conference floor of the Mommy Dentists In Business CEO Roundtable in Laguna Beach, CA! Wes discusses the basic nuts and bolts of dental membership plans with Brad James of Kleer. These plans are an alternative to traditional dental insurance and can be used for uninsured patients and/or to […]
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Diving Into Delta Dental InsuranceWe welcome back Joanne Tanner to The Dental Board Room, this time taking a deep dive into the world of Delta dental insurance. Sit back and listen to Joanne's expertise on practice growth and profitability, and make sure to learn more over at Tanner Management. Hosted by our very own senior CFO advisor and firm partner, Greg […]
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Why Are You In Life?The Dental Board Room welcomes Chuck Blakeman, a life and business advisor to dentists. Chuck is a best-selling author, entrepreneur, TED speaker, and founder of the Crankset group. Listen in as we talk about defining the relationship between our roots and our fruits, the importance of proper motive when running our business, the relationship between […]
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Overcoming Financial Headwinds to Thrive as a Private Practice Owner TodayIn the first of our “CFO Series”, we interview two of our very own team members: Paul Lipcius and Nick Daugherty. Both are Dental CPAs and financial advisors. Paul is one of PracticeCFO’s lead financial advisors and with the help of Nick, they coach dental practice owners every day how to succeed financially. In this […]
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Landmines To Avoid When Purchasing a Dental Practice (And More!)Purchasing a dental practice is a complicated process full of potential landmines. In this episode, we interview Joanne Tanner, a 30-year veteran of practice management consulting and dental buyer support services. Joanne and Wes discuss what “due diligence” actually mean when purchasing a dental practice. What reports should be reviewed. What are the indicators of […]
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Upside Down Leadership as a Dental Practice Owner: Part 2We welcome back Bob Spiel, coach and practice management consultant. Bob brings his background as an MBA and operations director at fortune 500 companies to help dental practice owner learn how to be exceptional leaders. In his book, “Flip Your Focus: Igniting People, Profits, and Performance through Upside down Leadership,” Bob opens up insights into behaviors […]
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Upside Down Leadership as a Dental Practice Owner: Part 1We welcome back Bob Spiel: coach and practice management consultant. Bob brings his background as an MBA and operations director at fortune 500 companies to help dental practice owner learn how to be exceptional leaders. In his book, “Flip Your Focus: Igniting People, Profits, and Performance through Upside down Leadership” Bob opens up insights into […]
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Student Loans: The Latest UpdatesJoin us for yet another podcast on changing landscape of student loans. In this podcast, we interview Dan Rooker, CFP®, CSLP®. Dan specializes in student loan planning for dentists. He works for Student Loan Planner as a leading consultant. Listen in as we talk about the rapidly changing landscape of dental loans this year and […]
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Growing a True Multi-Specialty Practice with Dr. Nick MarongiuIn today’s show, we interview Dr. Nick Marongiu. Nick owns and operates a very large, single location multi-specialty practice in La Jolla California called Scripps Center for Dental Care. We learn about Nick’s journey from Loma Linda where he graduated in 2010 to stepping into a strong practice in 2013 as a partner and then […]
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