Good for All team or Drs & Leaders Only

Build trust. Be vulnerable. Embrace conflict. Be accountable. These are just a few of the prescriptions practice management coaches often write for dental practices seeking to create a winning and cohesive team. Certainly, these actions or attributes are important, even vital, to the functioning of a great team. But where does it start? How do we acquire them? The strength of the team is each individual team member, and the strength of each team member is the team. Zen master Phil Jackson, one of the winningest coaches in the history of basketball, says, “In order to build and be a truly effective (winning) team, we must start with ideal team players.” In this interactive and hands-on presentation, Geri, will use her 30+ years in the dental industry to discuss and teach the core essence of the ideal team player and a winning cohesive team.

Upon completion of this session, attendees should be able to:

• Articulate three tangible characteristics of an ideal team player.

• Identify one area or characteristic a team player can improve in themselves and others

• Initiate a team discussion about what it takes to build a more cohesive and higher performing team.

2 Part Program:

Part 1: Webinar

This program is designed to help doctors and office managers navigate the evolving insurance landscape. During this 60-minute virtual session, Teresa and Geri will lay the groundwork for an in-person workshop. They’ll identify the key factors that determine an office's success in the out-of-network world and outline the essential reports you'll need to make informed decisions. While the revenue potential may be higher— teamwork and dedication will be more crucial than ever.

Upon completion this webinar , attendees will be able to:

Outline the reports to pull and understand why they're necessary for the insurance decision-making process.

Prepare them for the challenges and opportunities that lie ahead.

Part 2: In-Person Workshop

In part 2 of our program, Geri Gottlieb and Teresa Duncan will guide you through the complexities of the insurance process. They will help you understand your current insurance positioning, navigate the shifting environment, and determine your comfort level with insurance participation and profitability. It's no secret that operating profitably in today's insurance climate can be challenging, but with the right strategies and protocols in place, we can create exceptional patient experiences that overcome the barrier of higher out-of-pocket costs. Geri and Teresa will share their expertise on navigating the shift to out-of-network, setting realistic expectations, and elevating your hospitality standards to make it easier for patients to choose your practice.

Upon completion this workshop, attendees will be able to:

Elevate their hospitality standards.

Set their practice apart with an unparalleled patient experience.

Understand the current environment, discover their office's true insurance position and plan for near-future changes.

Assess and evaluate their practice metrics.

Good for All Team or Any Group

Have you ever found yourself wondering why communication is so hard, or experienced the frustration of feeling like your message isn't getting through? Do you wish you could read people's minds or understand their actions?

Join Geri Gottlieb in this interactive and captivating program designed to help you do just that (or at least come close)! During this session, Geri will guide you through the fascinating world of DiSC® styles. By understanding your own unique communication style and learning to identify the styles of those around you, you'll gain practical knowledge that will empower you to eliminate misunderstandings and foster harmonious relationships. Imagine being able to build stronger relationships, resolve conflicts more effectively, and enhance collaboration with anyone—colleagues, patients, friends, and family members. Geri's expertise and engaging approach will leave you inspired and equipped with effective strategies and techniques that can be immediately applied in your daily interactions. You'll gain a deeper understanding of yourself and others, enabling you to adapt your communication approach for maximum impact. Get ready to discover new ways to connect, influence, and inspire others.

Upon completion of this session, attendees should be able to:

• Discover effective strategies that will enhance their ability to articulate ideas clearly, listen empathetically,

and build rapport effortlessly.

• Gain a deeper understanding of how different communication styles impact interactions.

• Navigate any conversation with confidence, ensuring their message is heard loud and clear.

* Also available as “It’s Not You—It’s Me: Communication is for the Birds”

Matching DiSC® styles to various bird personalities such as eagles, parrots, doves, and owls. By understanding which bird personality aligns with your own unique communication style, you'll gain invaluable insights into your strengths and areas for improvement.

Good for Drs and Spouses who work in the practice

This presentation explores the unique dynamics and challenges that arise when spouses work together in a professional setting. It delves into the balance between personal and professional roles, the potential for conflicts, and how to maintain a healthy relationship both at work and at home. Key themes include communication strategies, setting boundaries, managing stress, and fostering collaboration without letting workplace issues affect the personal relationship. Through her own real-world examples and that of her clients, colleagues  and expert insights, Geri will provide valuable tools for couples to navigate the tricky transition from partners in business to partners in life.

Good for All team or Drs & Leaders only

The data today on employee retention is pretty bleak. In fact, the data tells us that 75-85% of employees “quit” within the first 90 days! Organizational success is about people success. And when it comes to people success, hiring is only half the battle. The other half is retaining them. How we welcome in and onboard our new team members are critical. Good people are necessary to consistently deliver the quality care and the culture you strive for—you can’t do it alone. Finding and retaining talented individuals has become more challenging than ever. Simply throwing money at the problem won't solve it or make it disappear. Statistically, when effort, time. and energy are put into effective onboarding, it leads to increased job satisfaction, improved performance, higher engagement levels, and ultimately, long-term employee retention. That’s a smart use of your time and energy—that’s a smart investment!

Upon completion of this session, attendees should be able to:

● Successfully onboard with multiple generations.

● Identify the building blocks of successful onboarding.

● Outline important onboarding considerations when merging or acquiring practices.

● Develop a blueprint or framework for their own improved and more successful onboarding process.

Best for Office or Team Leaders and Managers

Effective systems are the cornerstone of a smoothly running and efficient practice. During this session, Geri will explain the "why" behind written systems and protocols, emphasizing their crucial role in your leadership and management. She will guide you through the process of constructing a comprehensive written system, providing valuable insights on what to include and how to make it stick. By joining this session, you'll gain practical insights and strategies that can be implemented immediately within your practice.

Upon completion of this session, attendees should be able to:

● Learn how to construct a written system (protocol).

● Review best practices for implementation that sticks.

● Recognize the “why” of written systems and protocols.

Best for Office or Team Leaders and Managers

The dental office manager (leader) is one of the most important roles in the practice. From managing day-to-day operations, patient care, supporting and developing the team–the office manager can make or break a practice. The question is, are you just managing or are you a leader striving to take your practice and team to the next level to be the best that you all can be?

Upon completion of this session, attendees should be able to:

● Learn the real difference between managing vs. leading, and when to do both.

● Understand their geniuses (skill sets), and those of their team and how to leverage those skills.

● Overcome and work through the different types of imposter syndrome and the loneliness of being a leader.

* Also available as “Leading vs. Managing: The Art of Creating Success by Succession—Developing Others”