Management Essentials Curriculum

Full Curriculum is Approved for 3 CE towards AADOM Designations

Modules include:

Numbers and Reports to Know - Presented by Teresa Duncan, MS, FAADOM

An essential part of a leader’s job is to measure the progress of their team. You can only do this if you know how to generate and assess your metrics. Let’s walk through a number of essential reports for every practice. This class will explain the what and why of the data you’ll review along with suggested frequencies. Understanding your reports is essential to being a key player in your practice’s success.

Learning Objectives:

  • Discover which reports need constant attention
  • Utilize the report data to strategize next steps
  • Learn how to discuss reports with your team


Scheduling for Success - Presented by Angela Davis-Sullivan

In this session we talk about the importance of scheduling in the most successful way for your practice. We talk about the importance of having monthly, daily, and even hourly goals so we can schedule our schedule for what is optimum for our practice. As leaders in your practice, learn how to own your schedule while taking great care of your patients!

Learning Objectives:

  • scheduling philosophy
  • action steps to take to begin blocking for success
  • Verbal skills for best scheduling
  • Knowing your goal and how to hit it more often


Boost Business with Internal Marketing! Step by Step - Presented by Rita Zamora

In this session, Rita will help you boost your business with a powerful internal marketing plan. You’ll learn which strategies and tactics are most important today and step-by-step how to create a plan that delivers better results.


Build an Onboarding Experience that Creates a Lasting Impact. Developing a Talent Retention Plan - Presented by Kristen Barden

Now that you have found the ideal candidate for the position, how do you ensure that they will stay? Proper onboarding is the first step in building a relationship with your new team member. Learn how to carefully plan onboarding steps that give the employee information and tools they need to be comfortable and confident to do outstanding work in your dental practice.

Learning Objectives:

  • Understand how find qualified candidates faster
  • Learn how to onboard with Confidence
  • Discuss how to retain quality team members


Angela Davis-Sullivan

Angela Davis-Sullivan is a Dental practice business and development coach.  She brings over 30 years of hands-on experience while helping doctors and teams reach their full potential.  Angela is also a speaker and educator for dental practices.  Her background as an administrator, expanded function dental assistant, new patient coordinator, office manager, and advanced training with dental management systems is invaluable with the day to day operations in a dental office, with the doctor, and with the team.

Kristen Barden

Kristen Barden is a seasoned Dental Practice Manager turned dental coach with over 25 years’ of experience in the group dental industry.  Her success is rooted in building quality relationships with stakeholders, continually pursuing the complexities of dental practices and facilitating the responses to these changes in the marketplace.  Along with speaking about this new frontier in the dental industry she is the owner and founder of 2k Dental Coaching, a dental consulting company. Developing influential leaders that can empower teams and build healthy organizations is her passion.  Kristen is a Board Member of Peak to Peak Study Club and a lifetime member of AADOM.

Rita Zamora

Rita Zamora is an international speaker and author of the book Get Found, Get Liked, Get Patients – Making the Most of Social Media. She is the founder of Connect90, a customizable social media program helping dentists with content ideas and tools to save time and get better results. A former treatment coordinator, Rita graduated magna cum laude from the University of Colorado with a bachelor’s degree in business and marketing and has over 20 years' experience in the business of dentistry.

Teresa Duncan, MS, FAADOM

With over 20 years of healthcare experience, Teresa addresses topics such as Insurance Coding, Office Manager Training and Patient Conversations. Her memberships include the National Speakers Association and the National Association of Dental Plans. She has been named one of the Top 25 Women in Dentistry and is the author of Moving Your Patients to Yes: Easy Insurance Conversations as well as a contributing author to the ADA’s annual CDT Companion Guide™. Her podcasts “Nobody Told Me That!” and “Chew on This!” provide regular coding and management updates. Teresa received her Master’s Degree in Healthcare Management.

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