North Idaho Conference Sessions

8:00 am - 9:30 am

The Business Behind the Smile

• Audience: All Dental Professionals
• Location: Bay 4
• by Chad Horne, CPWA and Shane Kunz, CFP

Practice profitability, cash-flow management, and understanding the business.

Objectives:

• Identify practice health metrics, connect practice cash flow to personal planning, and evaluate key financial levers.

9:45 am - 11:15 am

Protecting What You Build

• Audience: Dentists
• Location: Bay 4
• by Chad Horne, CPWA, Shane Kunz, CFP, and Mike Darrow, TDIC

Coordinated risk management - disability, life, malpractice, property, and employee benefits. (401(k), HSA/QSEHRA/ICHRA).

Objectives:

• Understand coverage coordination, assess benefit strategies that support team stability, and align risk management with long-term goals.

9:45 am - 11:15 am Breakout Session

Women In Wealth

• Audience: All Dental Professionals
• Location: Bay 1
• by Chad Horne, CPWA, Shane Kunz, CFP

Objectives:

• Increasing Financial Literacy
• Goal Based Investing
• Retirement Security
• What to Consider in Your Financial Planning

11:30 am - 12:30 pm

Legal & Tax Considerations for Dental Practices (Panel)

• Audience: Dentist
• Location: Bay 4
• by Elliott Tracy, CPA from Sorren; Chad Horne, CPWA, and Shane Kunz, CFP

Entity structure, buy-sell agreements, partnership transitions, and key tax considerations.

Objectives:

• Recognize essential legal documents, understand transition frameworks, and evaluate practice continuity strategies.

11:30 - 12:30 Breakout Session

Nano-Hydroxyapatite Unmasked: Debunking Myths & harnessing the Science for Improved Oral Health 

• Audience: All Dental Professionals
• Location: Bay 1
• by Dr. Jennifer Eisenhuth & Peter Eisenhuth

COURSE SUMMARY:  Explore the history of Nano Hydroxyapatite (nHAp) development from NASA's pioneering work in the 1970's to its diverse applications in the medical and dental fields over the past four decades.  Delve into a comprehensive review of clinical studies validating nHAp as a gain valuable insights into additional research supporting nHAp's ability to effectively manage hypersensitivity and discover the enhanced remineralization potential achieved when nHAp is combined with fluoride in toothpaste formulations.  Don't miss the opportunity to stay at the forefront of dental innovation and elevate your clinical practice.

• Describe the science behind  nHAp and applications in preventive oral care products.
• Review 3rd party non-funded clinical studies supporting nHAp as a clinically proven enamel remineralizing ingredient.
• Compare and contrast concentrations and particle sizes of nHAp toothpaste brands for their ethicality, and occurrence of enamel remineralization.
• Recognize fluoride free (oral care) products are not FDA regulated.
• Effectively communicate to  patients the science behind nHAP as a clinically proven remineralizing ingredient when choosing oral care products

LUNCH - 12:30 pm - 1:30 pm 

Location: Bay 6

1:30 pm - 2:30 pm

Objectives:

• Is Partnership Right For Me
• Partnership by Practice Type
• Financial Preparation
• How Will I Pay for A Buy-In
• Finding the Right Practice
• Q & A

1:30 pm - 2:30 pm Breakout Session

Health through Oral Wellness (HOW) & Enhanced Dental Benefits (EDB)

• Audience: All Dental Professionals
• Location: Bay 1
• by Teresa Damerell and Cierra Arbaugh, Delta Dental of Idaho

Learn more about two programs, HOW & EDB that DDID provide to help your patients with medical conditions like diabetes, cancer, pregnancy, or high-risk cardiac issues.

Break - 2:30 pm - 2:45 pm 

Location: Bay 6

2:45 pm - 3:30 pm

Investing Beyond the Practice

• Audience: All Dental Professionals
• Location: Bay 4
• by Chad Horne, CPWA and Shane Kunz, CFP

Diversification, tax-efficient portfolios, and retirement plan integration (401(k), cash balance, and defined benefit plans).

Objectives:

• Understand diversified approaches, evaluate tax-efficient structures, and integrate practice and personal retirement planning.

3:30 pm - 4:30 pm

Leading a Wealth-Literate Team

• Audience: All Dental Professionals
• Location: Bay 4
• by Chad Horne, CPWA and Shane Kunz, CFP

Culture, retention, and staff financial wellness-- teaching teams about benefits, budgeting, and purpose-driven work.

Objectives:

• Identify financial stressors affecting teams, implement literacy and benefits programs, and track engagement metrics.