Leadership & Management Continuum: Level 1

Available to first-time attendees, regardless of experience

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Level One

For first-time Attendees, regardless of experience.

Managing vs Leading: Understanding the Difference and When to Do Both

  • Designed with your growth in mind, this session aims to provide you with valuable insights and practical tools that can be directly applied in your practice. We’ll begin by introducing the fundamental concepts of leadership and management where you'll gain a clear understanding of the nuances between them—enabling you to lead and manage your team effectively and drive results. We will also delve into crucial topics such as optimizing organization workflows and getting organized as an office manager. We understand the importance of structure in your role, so we'll provide you with invaluable techniques for effectively structuring your days, weeks, and months. These strategies have been proven to enhance productivity and ensure smoother operations within practices like yours.

  • Upon completion of this session, you should be able to:

    • Intentionally block your schedule and optimize your time management skills effectively.

    • Elevate your leadership & management capabilities within the office environment.


  • Geri Gottlieb

    Lecture, up to 2.5 hours of CE

    Practice Management and Human relations; AGD Subject Code 550

    Disclosure: Geri Gottlieb is Founder of GG Practice Coaching & Development


  • Meet Geri Gottlieb, founder and CEO of GG Practice Coaching & Development, a seasoned coach, communications expert, and speaker. With over three decades of experience in dental practice management and leadership development, she brings a unique blend of expertise to drive sustainable growth. From owning two successful periodontal practices with her husband Dr Bob Gottlieb, to being a lead coach with ACT Dental Practice Management and Motivational Speaker Kirk Behrendt to launching her own venture in 2019— she knows what it takes to build a thriving business from scratch. With a passion for continuous education and a deep sense of empathy, Geri is dedicated to helping dental professionals grow and succeed. With a wealth of experience and a thirst for knowledge, she bridges the gaps between clinical expertise, leadership, management, and ownership. Armed with certifications in Adult Learning, Behavioral Therapy, The Five Behaviors of a Team®, DiSC® Behavioral Assessments, and her newest addition—The Working Genius—Geri is equipped to delve into the individual needs of every leader and team member.


Human Resources Essentials —101

  • This program is a must-attend for all office managers, regardless of whether you are directly responsible for HR tasks. During this workshop, we will discuss the basics of HR and explore its significance in creating a successful and legally compliant workplace. We will cover various aspects, including the importance of proper documentation and the types of documents required. Additionally, we will provide you with an onboarding paperwork package that includes all the essential documents needed for new hires. Whether you prefer paper or digital formats, we will guide you on how to efficiently organize and manage these important records. Not only will this workshop equip you with valuable insights into HR practices, but it will also empower you to better support your doctors and ensure a smooth workflow within your office. By attending this program, you'll gain knowledge that can be immediately implemented to enhance efficiency and compliance.

  • Upon completion of this session, you should be able to:

    • Identify essential documents required for maintaining compliance.

    • Learn how to organize and manage documentation, whether it be in paper or digital format.

    • Outline the key elements of onboarding paperwork for new hires.

  • Kim Bates

    Lecture, up to 2.0 hours of CE

    Practice Management and Human relations; AGD Subject Code 550

    Disclosure: Kim Bates is lead coach and full time employee of GG Practice Coaching & Development

  • ​​Meet Kimberly Bates

    Passionate about dental health and practice management, Kimberly has dedicated over 22 years to the dental industry. With a strong foundation as an administrative assistant in general dentistry, she honed her expertise in specialty practice, specifically in periodontics. As the practice manager and then Director of Operation for Implant & Periodontal Associates Northwest, Kimberly successfully led both the Tri-Cities and Seattle locations for 11 years. Her commitment to professional growth extended beyond her role, as she also served as a Seattle Study Club Coordinator during this time. Now a seasoned coach at GG Practice Coaching & Development, Kimberly continues to empower dental practices to reach new heights of efficiency and excellence.

    Kim is a certified HR consultant with Bent Erickson & Associates.

Identifying Key Metrics—The Why’s, What’s & “Huh’s?”

  • As a dental professional, you know that continuous improvement is at the heart of a successful practice. That’s why we’ve created this interactive session where we'll explore the world of Key Performance Indicators (KPIs) and other important terminologies commonly encountered by dental teams. KPIs are powerful quantifiable measures used to evaluate the success and performance of a business or team. Understanding these metrics is crucial for effectively managing and growing any practice. One of the highlights of the course is a detailed case study using Dental Intel, where we will demonstrate how different measures influence each other and ultimately contribute to achieving your practice's goals.

  • Upon completion of this session, you should be able to:

    • Describe what KPI’s are.

    • Identify the main KPI’s and what they affect in the business.

    • Learn what you want to track and how to track them.

  • Geri Gottlieb & Kim Bates

    Lecture, up to 2.0 hours of CE

    Practice Management and Human relations; AGD Subject Code 550

    Disclosure: Geri Gottlieb is Founder of GG Practice Coaching & Development

    Kim Bates is lead coach and full time employee of GG Practice Coaching & Development

  • Meet Geri Gottlieb, founder and CEO of GG Practice Coaching & Development, a seasoned coach, communications expert, and speaker. With over three decades of experience in dental practice management and leadership development, she brings a unique blend of expertise to drive sustainable growth. From owning two successful periodontal practices with her husband Dr Bob Gottlieb, to being a lead coach with ACT Dental Practice Management and Motivational Speaker Kirk Behrendt to launching her own venture in 2019— she knows what it takes to build a thriving business from scratch. With a passion for continuous education and a deep sense of empathy, Geri is dedicated to helping dental professionals grow and succeed. With a wealth of experience and a thirst for knowledge, she bridges the gaps between clinical expertise, leadership, management, and ownership. Armed with certifications in Adult Learning, Behavioral Therapy, The Five Behaviors of a Team®, DiSC® Behavioral Assessments, and her newest addition—The Working Genius—Geri is equipped to delve into the individual needs of every leader and team member.


Lead Effective Team Meetings

*This class is combined with Part 2 attendees

  • Well-run meetings aren't just about ticking boxes—they're an opportunity to solve problems, make decisions, and align everyone on priorities. It's about creating a structured environment where ideas flow and solutions emerge. This session will cover strategies for leading focused, efficient team meetings that drive real results. You'll learn how to create clear agendas, keep meetings on track, and ensure actionable follow-ups. Discover how to run productive meetings that not only engage participants but also improve communication and streamline operations.

    1. Take the dread out of team meetings.

    2. Foster better team participation.

    3. Use action items to assign clear responsibilities.

  • Summer Morrison, Geri Gottlieb and Kim Bates

    Lecture, up to 3 hours of CE

    Practice Management and Human relations; AGD Subject Code 550

    Disclosure:

    Summer Morrison: None

    Geri Gottlieb is Founder of GG Practice Coaching & Development

    Kim Bates is lead coach and full time employee of GG Practice Coaching & Development

  • Meet Summer Morrison
    Licensed Dental Assistant, Office Manager, Study Club Coordinator

    Summer Morrison has over 17 years of experience in the dental field, currently serving as the Lead Dental Assistant at Metropolitan Periodontists, P.A. in Minneapolis, Minnesota. Since joining the practice in 2007, Summer has gained expertise in a wide range of procedures, including extractions, bone grafts, sinus augmentations, implants, LANAP (Laser Assisted New Attachment Procedure), and more. She assists doctors with patient prep, administration of relaxation medication or nitrous oxide, monitoring vital signs, and providing post-operative care, including suture removal and digital X-rays.

    In addition to her clinical role, Summer manages marketing and communications for the practice. She coordinates educational events, such as "Lunch and Learns," with referring dental offices, and maintains the practice's website and social media platforms. Summer designs marketing materials, tracks the ROI of marketing activities, and builds strong relationships with referring dentists.

    A licensed Dental Assistant and CPR-certified healthcare provider, Summer remains committed to advancing her knowledge by attending continuing education courses and workshops. She also serves as the radiology safety officer and provides training to new dental assistants.

Pearls & Impediments: Peer-to-Peer Learning

*This class is combined with Part 2 attendees

  • During this sessions, participants reflect on the practical lessons they've learned over the years—what works, what doesn't, and how their approaches to management and office practices have evolved. Whether they've been in the field for decades or are newer to their roles, each attendee has valuable insights to offer, from tried-and-true strategies to innovative solutions that have transformed the way their offices run.

    The atmosphere fosters open dialogue, with real-world scenarios providing a rich backdrop for brainstorming and problem-solving. Topics may include streamlining administrative processes, navigating leadership challenges, embracing technology, improving team communication, and cultivating a positive office culture.

    1. Leave with fresh perspectives, new tools, and actionable takeaways to apply in their own practice.

    2. Gain valuable insights and practical strategies by learning from the experiences and best practices of their peers.

  • Shaida Haberlach and Tiffany Dalton

    Lecture, up to 2 hours of CE

    Practice Management and Human relations; AGD Subject Code 550

    Disclosure:

    Shaida Haberlach is a contracted event director, project director and CE administrator for GG Practice Coaching & Development.

    Tiffany Dalton is Administrative Trainer & Support Specialist and a part time employee of GG Practice Coaching & Development

  • Tiffany Dalton is the former practice administrator for Murdock Family Dentistry in Billings, Montana. A dedicated member of the American Association of Dental Office Management (AADOM), Tiffany currently serves as president of the Yellowstone Valley AADOM Chapter. She was inducted as an AADOM Master (MAADOM) in September 2021.

    With a passion for personal and professional growth, Tiffany strives to inspire others by helping them discover tools for success. In her current role as an Administrative Trainer & Support Specialist at GG Practice Coaching and Development, she continues to support dental practices with training and development.

    Outside of work, Tiffany enjoys event planning, singing, and spending quality time with her family.

    Shaida Haberlach—a seasoned event and project management guru with over 19 years of industry experience. From orchestrating 40+ unique events as an event director at Seattle Study Club to spearheading strategic plans and processes as a project director with GG Practice Coaching & Development,, she has mastered the art of bringing visions to life. She’s an expert at crafting captivating campaigns, managing strategies, and leading high-performing teams. With an impressive track record of managing numerous large-scale events, including the renowned Seattle Study Club National Symposium, Shaida is your resource for event planning, contract negotiations, AGD PACE requirements, and project management.

“Im super excited to take back what Ive learned and share it with my doctor and team!

Emilou Q.

“There were a lot of positive take aways from this weekend, ideas that were shared between professionals and our presenters that are very easy to apply in our every day practice. I really enjoyed getting to meet other like- minded professionals and continue to elevate my knowledge and what I can bring to the practice.

Julie R.

“I walked away from this conference with a changed perception of my own team members and the importance of building upon the strengths of your team. I also learned the importance of time management, intentional time and appropriate forms of communication..”

Aubrey J.