Leadership & Management Continuum: Level 2

Available to attendees who have completed Level 1

Level 1 is a prerequisite to sign up for Level 2, regardless of experience.

Discover Your Working Genius

  • Having already explored your DiSC communication style, you're now ready to delve deeper into understanding your natural strengths and work styles through the Working Genius program. The Working Genius framework dives into different types of work like idea generation, problem-solving, execution, and refinement. This knowledge will help you align tasks with the right people, cut down inefficiencies and spark innovation within your team.

  • 1. Getting to know your own "genius" for better personal effectiveness and job satisfaction.

    2. Enhancing team collaboration by identifying everyone's strengths to keep conflicts low and performance high.

    3. Building leadership and communication skills that boost team dynamics and drive success across the board.

  • Kim Bates

    Lecture, up to 2.5 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.

HR Essentials 2.0—Annual Policy & Benefits Review

  • IIn this session, you’ll learn how to conduct an annual deep review of your HR manual, benefits, and policies to ensure you stay current and aligned with your practice’s vision. Whether or not changes are made, we’ll guide you on hosting a yearly team meeting to review these updates, fostering clarity and consistency among your team.

    We’ll also explore the value of conducting annual "Benefit Compensation Reviews" with each team member. These reviews, separate from performance evaluations, provide an opportunity to highlight the full value of an employee’s compensation package. You’ll receive tools like sample worksheets and status change forms to ensure seamless implementation.

    Additionally, discover how partnering with a professional HR company can help you stay compliant with state and federal law changes. Learn best practices for updating and distributing your HR manual to reflect new policies, ensuring your practice remains compliant and efficient.

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

    • Gain the ability to conduct a thorough annual evaluation of your HR manual, benefits, and policies, ensuring they align with your practice's goals and comply with current laws.

    • Master the process of conducting "Benefit Compensation Reviews," equipping you with tools to clearly communicate the full value of employees' compensation packages and manage benefit changes seamlessly.

    • Learn how to partner with a professional HR company to stay compliant with state and federal regulations and implement efficient processes for updating and distributing your HR manual.

  • Kim Bates

    Lecture, up to 2.5 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.

Mastering KPIs—The Story Behind the Numbers

  • In level 1, we covered the basics of key performance indicators (KPIs), and now it's time to really get into the nitty-gritty of understanding those numbers and decoding the stories they’re telling us. By understanding the details of your reports, you'll start making some seriously smart, data-driven decisions. Plus, it'll make your conversations with your doctor about practice improvements way more impactful.

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

    • Analyze Reports and Interpret Profit and Loss Statements.

    • Forecast ahead and manage up.

    • Talk with your doctor about practice numbers, backed by solid data insights.

  • Geri Gottlieb and Kim Bates

    Lecture, up to 3 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.


Pearls & Impediments: Peer-to-Peer Learning

*This course is in conjunction with Part 1 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.

Lead Effective Team Meetings & Standard Operating Procedures (SOPS)—For a Smoother Workflow

*This course is in conjunction with Part 1 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.

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

    • Take the dread out of team meetings.

    • Foster better team participation.

    • Understand what an SOP is and its purpose.

    • Discuss how to write an SOP.

    • Support each other better and hit those organizational goals with ease.

  • Summer Morrison and Geri Gottlieb

    Lecture, up to 3 hours of CE

    Practice Management and Human relations; AGD Subject Code 550

    Disclosure:

    None.

  • 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.

“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.