North Idaho Conference Sessions

           For registration

8:00 am - 9:30 am

The Business Behind the Smile

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

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

by Outcome Private Wealth

Objectives:

• TBA

11:30 am - 12:30 pm

Legal & Tax Considerations for Dental Practices (Panel)

by Elliott Tracy, CPA from Sorren

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 

by Dr. Jennifer Eisenhuth & Peter Eisenhuth

LUNCH - 12:30 pm - 1:30 pm

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)

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.

2:30 pm - 3:15 pm

Investing Beyond the Practice

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.

3:15 pm - 4:30 pm

Leading a Wealth-Literate Team

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.