Offensive Dentistry & Business Symposium
Saturday, June 21, 2025
7:30 AM – 3:00 PM
The Centre at Sycamore Plaza
5000 Clark Ave., Lakewood, CA 90712
5 CE Credits
Offensive Dentistry Featuring Brian Novy, DDS
8:30 AM – 12:30 PM, 4 Credits
Let’s face it, sitting through a lecture about dental caries or caries risk assessment isn’t appealing (in fact it sounds downright boring). However, the science of clinical cariology is beginning to have an impact on restorative techniques and technology. Streptococcus mutans has more to fear than a rheostat, now
that we’re armed with salivary diagnostics and bioactive materials.
At the end of this course, participants should be able to:
- Intervene medically in the caries process
- Control patient caries risk with focused therapeutics
- Design restorations to minimize recurrent decay
- Improve the prognosis of restorative treatment
About Dr. Brian Novy
Dr. Nový is the Chief Dental Officer of the Alliance Dental Center, Massachusetts Public Employees Fund with faculty appointments at Harvard School of Dental Medicine and Western University. His awards include the Academy of General Dentistry Weclew Award, The ADA Evidence Based Practice Award, The AADR/IADR Gies Award, and the ADA Adult Preventive Care Practice of the Year. He served on the ADA Council of Scientific Affairs from 2010 to 2014, and as President of the CAMBRA coalition. In 2016 he was appointed the Consumer Advocate, United States Food and Drug Administration Dental Products Panel.
Liabilities for Dental Offices – What You Need to Know to Mitigate Risks and Maintain a Strong Dentist/Patient Relationship for a Thriving Practice Featuring J. Sean Dumm, Attorney at Law
1:00 PM – 2:00 PM, 1 Credit
This fun interactive “quiz show” format will review various aspects of the profession of dentistry including the dental practice act and discuss areas of potential liability for dental practices as well as its license holders.
Attendees should expect to:
- Gain a better understanding of areas of potential liability arising out of interactions with patients.
- Discuss ethical responsibilities of license holders.
- Review the disciplinary process with the Dental Board.
- Learn from the mistakes of others.
About J. Sean Dumm
J. Sean Dumm has an impressive, multi-discipline background that uniquely positions him to assist clients with a wide variety of legal issues. He has worked successfully in both private practice and as in-house counsel for a Fortune 150 company. He has served as lead counsel in an array of matters of business and intellectual property disputes.
Sean has a significant track record as a litigator as well, including First Chair jury trial experience and extensive administrative hearing experience. He also has a background in appellate advocacy, having prevailed in arguments presented to the California and Missouri Courts of Appeal. He has successfully represented attorneys in front of the California State Bar numerous times. He is admitted in California, Kansas and Missouri.
Sean now draws on his decades of experience to deliver personalized, expert representation to business owners, dental practitioners and those seeking counsel with estate planning and asset protection. He also uses his litigation background in the preparation of document to avoid ambiguities and to anticipate issues that might later become the subject of disputes. He practices law with a commitment to integrity and a high level of client service.
Sean graduated with honors from Washburn University School of Law, where he served on the Editorial Board of the Washburn Law Journal. He received his Bachelors of Arts from the University of Iowa. He currently resides in Orange County, CA, with his wife and children.
Dental Financial Planning: Turning Confusion Into Financial Freedom. (Bonus: Tax Updates!)
Featuring Wes Read, CPA, CFP
2:00 PM – 3:00 PM, No CE Credits
Dentists receive the training and knowledge to provide quality care for their patients, yet they are not usually equally trained in managing the financial aspects of the dental practice. Many dentists approach retirement age with little to show for decades of hard work. By following a dental-specific game plan, dentists can successfully organize and manage their dental practice more successfully to benefit their patients. Additionally, they can grow and retain more of their dental practice profits to accelerate their financial independence.
Learning Objectives:
- Discover a four-phase process for managing your business and personal finances holistically.
- Understanding the value of your dental practice as an asset and why you should know its value.
- Designing your monthly financial statements to tell a valuable story about your financial health.
- Tax updates
- Tax and financial planning strategies
About Wesley Read
Wes Read, CPA, CFP® is the founder and CEO of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning.
He is also the founder, CEO and Lead Platform Strategist of Practice Orbit, a centralized technology platform for dentists, dental brokers, and their service providers (CPAs, attorneys, bankers, etc.) to sell practices easily and efficiently. The system provides both sellers and buyers with the tools needed to facilitate a smooth transition. Sellers have either a 1) self directed selling option for only 2%, which gives them access to a buyer pool, technology, and a dedicated transition coordinator, or 2) a full-service model, which includes a dedicated, experienced agent for only 4-6.5% of the sale price (depending on the price). Associate dentists buying a practice pay nothing to Practice Orbit.
Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. He worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.
Prior to his professional experience, Wes received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.
Thank You to Our Exhibitors!
when
Saturday, June 21, 2025
7:30 AM – 8:30 AM Registration and Breakfast
8:30 AM – 12:30 PM BRIAN NOVY, DDS
12:30 PM – 1:00 PM Lunch
1:00 PM – 2:00 PM J. Sean Dumm
2:00 PM – 3:00 PM Wes Read, CPA, CPF
Price
OCDS/HDS/CDHA Members $75
Non-ADA Member Dentists & Non-Member RDH $99
Where
The Centre at Sycamore Plaza
5000 Clark Ave
Lakewood, CA 90712
Contact information
OCDS Staff
CANCELLATION POLICY: Refund requests for meetings will only be honored up to 4:30 pm one week prior to the meeting. No refunds will be made for requests received subsequent to that time.
Consent to Use of Photographic Images
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