We hear it from members – particularly new dentists and those new to practice ownership – all the time: While they learned a lot about dentistry in dental school, they didn’t learn much about the business side of running a dental practice. That’s why the WDA Board of Trustees, at the recommendation of the Membership Development Committee, has authorized “WDA BizTalks,” a new program providing exclusive, low- to no-cost opportunities for dentists to learn valuable information necessary to make better, more confident business decisions.

The WDA is working with businesses that support the association to present programs focusing on business, practice management and practice transition topics. The WDA BizTalks webinar series will feature timely topics in a quick one hour format. Members who register for and participate in the live webinars can receive non-clinical CE credit.

 

Upcoming events:

Securing Your Financial Future presented in conjunction with First Business Bank
Date: Nov. 18, 2020, 6:30 – 7:30 p.m.

 

 

Speakers:

        

Brendan Freeman – President, First Business Bank Private Wealth  | Jennifer Verbrigghe, CTFA, CFP – Vice President, Trust Advisor  |   Jim Myers – Retirement & Investment Services Officer | Nancy Johnshoy, CFA – Vice President, Market Strategist

CE Credits: Live attendees earn 1 non-clinical CE credit

First Business Hosts:

 

Terry Kotsakis, Vice President, Treasury Management  |  Paul Jansen, Vice President, Wealth Advisor

This virtual discussion will include:

  • The importance of financial planning and how to get started
  • Impact of maximizing your employer sponsored retirement plan and what alternatives exist if you don’t have one
  • Working with your advisor to develop a strategy for diversification and proper allocation
  • Managing Volatility, Market update and what to expect moving forward

 

 

 

Human Resources 101 presented in conjunction with CLA
Date: Dec.  11, 2020, Noon – 1 p.m.

 

 

 

 

 

 

 

 

Speaker: Kim Orsolits, SPHR, SHRM – SCP | Principal, Outsourcing, CLA

CE Credits: Live attendees earn 1 non-clinical CE credit

This virtual discussion will include:

  • Overview of key federal labor and employment laws of ADA, ADEA, Title 7, EPPA, FLSA, ERISA, HIPAA, FMLA and many more…
  • Recordkeeping is the employer’s responsibility. What should go into an employee file?
  • Checklists and best practices for onboarding and offboarding employees
  • Q&A

Key takeaways:

  • Better understanding of major labor and employment laws
  • Recordkeeping requirements
  • Ideas and best practices to take back to your office

 

Past events:

 

Practice Finance Lending Update presented in conjunction with Huntington
Date: Oct. 20, 2020,6 – 7 p.m.

 

        

Speakers: Jen Frank, Practice Finance Business Development Officer | Alex Poe, Practice Finance Business Development Officer |  Penny Nunn, Practice Finance Financial Pulse Specialist

CE Credits: Live attendees earn 1 non-clinical CE credit

This virtual discussion will include:

  • Selling your dental practice
  • Buying a dental practice
  • As a practice owner, how can you increase your cash flow?
  • Starting a dental practice
  • Expanding your dental practice

View webinar recording

 

Post-Pandemic Financial Benchmarks and Strategies for Dental Practices presented in conjunction with SVA Dental Services
Date: Oct. 6, 2020, Noon – 1 p.m.

 

        
Speakers: Kelly Bradley, CPA, CVA |  Principal, Andy Slinger, CPA | Principal, and Laura Zach, CPA | Principal, SVA Dental Services

CE Credits: Live attendees earn 1 non-clinical CE credit

This virtual discussion will include:

  • Comparing your practice financial metrics with your peers
  • Valuation considerations for your practice
  • What to review when valuing a practice you are buying
  • Dental industry trends

View webinar recording

 

 

Business Forward Strategies for Dental Practices presented in conjunction with SVA Dental Services
Date: Sept 16, 2020, Noon – 1 p.m.

 

   

Speakers: Kelly Bradley, CPA, CVA | Matt Vanderloo, CPA |  Amanda Falkowski, Healthcare Practice Consultant

CE Credits: Live attendees earn 1 non-clinical CE credit

This virtual discussion will include:

  • Highlights of post-shelter in place practice strategies
  • Overhead rate and reimbursement benchmarks
  • PPP loan forgiveness considerations
  • Types of funding available from state and federal agencies
  • Best practices from Wisconsin dental practices’

View webinar recording