A unique training day to complete mandatory trainings for the entire team. Featured presentations include delivering complex and restorative multidisciplinary cases and a hands-on 3D Printing Workshop. We are also including workshops and a networking lunch to connect you with talented personnel for your practice. Earned is proud to sponsor local dentists in their professional development.

Discover how the strategic intersection of tax planning and wealth management can significantly impact your orthodontic practice's financial success. This practical session reveals proven strategies that help orthodontists optimize their tax position while building sustainable wealth through their practices. Participants will learn specific approaches for maximizing practice profitability, implementing tax-efficient retirement planning, and creating structured wealth accumulation plans that work in harmony with practice growth. Drawing from over three decades of specialized experience serving dental professionals, this session delivers actionable insights that orthodontists can immediately apply to enhance their financial outcomes. Attendees will leave equipped with a clear framework for making more informed decisions about their practice finances and personal wealth building. Objectives: Implement specific tax optimization strategies that align practice operations with personal wealth-building goals. Identify key opportunities within their practice structure to enhance tax efficiency while maximizing retirement savings and wealth accumulation. Apply proven financial planning techniques that leverage the unique advantages available to orthodontic practice owners for building long-term wealth.

Early career decisions can have long-term consequences on a doctor’s professional growth, income potential, and legal exposure. This course is designed to help doctors understand the key legal considerations across the most common career paths in dentistry, including associateship, private practice employment, corporate dentistry, partnerships, and ownership transitions. Learning Outcome 1: Identify key legal terms and risks in employment agreements and understand how they impact long-term career flexibility. Learning Outcome 2: Compare the legal considerations between private practice, corporate dentistry, and partnership or buy-in opportunities. Learning Outcome 3: Recognize early career decisions that can affect future ownership, partnership, or transition opportunities.

Are you thinking about buying a practice or starting one from scratch, but unsure which is the right choice for you? This workshop brings together industry experts who will share insightful information associate dentists need to know to embark on the next steps of their future. Sponsored by Bank of America. Learning Outcome 1: Compare the benefits and challenges of buying a practice vs. starting from scratch. Learning Outcome 2: Gain insights from experts on practice ownership and industry trends. Learning Outcome 3: Identify key steps to confidently move toward practice ownership.

Early career decisions can have long-term consequences on a doctor’s professional growth, income potential, and legal exposure. This course is designed to help doctors understand the key legal considerations across the most common career paths in dentistry, including associateship, private practice employment, corporate dentistry, partnerships, and ownership transitions. Learning Outcome 1: Identify key legal terms and risks in employment agreements and understand how they impact long-term career flexibility. Learning Outcome 2: Compare the legal considerations between private practice, corporate dentistry, and partnership or buy-in opportunities. Learning Outcome 3: Recognize early career decisions that can affect future ownership, partnership, or transition opportunities.

Critical steps to ensure a successful practice purchase or sale. What I wished I knew before listing my practice for sale. Issues in my practice that reduced the selling price. Why didn’t anyone tell me to start earlier? Which DSOs are the best to work for after the closing? How I got the top selling price for my practice. How I was able to have a smooth transition for my staff and patients. Corporate Forum by Henry Schein Dental Practice Transitions. Learning Outcome 1: Understanding the important early steps to take before you sell a practice. Learning Outcome 2: What things to avoid that can hurt a practice sale. Learning Outcome 3: How to have a smooth transition for staff and patients.

Does managing employees sometimes feel like navigating a field full of hidden traps? From meal-break violations to messy terminations, one wrong step can expose your practice to costly risks. Join attorney Ali Oromchian and CDA's Michelle Coker, for a practical, eye-opening session that cuts through the confusion of HR laws. You'll walk away with real-world strategies for everyday employee challenges, reduce legal exposure, and feel more confident as a leader in your practice. Whether you are new to HR, new to managing a team, or just need a compliance refresher, this one's for you. Presented and Sponsored by CDA. Learning Outcome 1: Spot and prevent common HR pitfalls that trip up dental practices. Learning Outcome 2: Apply the latest California employment law updates to stay ahead of compliance. Learning Outcome 3: Use practical communication and management tools to handle disputes, set expectations and protect your practice.

CDA 2026 returns to the Anaheim Convention Center May 14–16, bringing dentistry’s most anticipated event back for three days of hands-on learning, expert insights, and the latest in dental products and services. Stop by Earned at booth 2440 to see how we’re helping practices grow while you explore everything the convention has to offer.

Thinking of purchasing a practice, adding an associate, bringing on a partner or considering selling? Benefit from the expertise of trusted industry partners in a small round table format to seek individual guidance. Learn whether practice ownership is right for you, the ins and outs of associate hiring, dental plan contract evaluation, how to prepare your practice for sale and much more. Presented and sponsored by CDA. Learning Outcome 1: Understand the financial requirements for a practice loan and how to conduct financial due diligence. Learning Outcome 2: Learn the legal path of purchasing or selling a practice and bringing in a partner or associate. Learning Outcome 3: Understand the practice management and employment considerations for a practice transition.

The Student Optometric Leadership Network (SOLN) hosts its annual Student Private Practice Leadership Conference, bringing optometry students, ODs, speakers, and industry partners together for three days of learning and connection focused on private practice. Featuring a session from Ali Oromchian, J.D., LL.M.

Welcome to one of the most impactful events in the DSO industry. Hosted by Dykema’s DSO Industry Group, this award-winning conference brings together top thought leaders, innovators, and decision-makers shaping the future of DSOs. Over three days, connect with key players, explore the latest trends, and gain valuable insights—featuring a speaking session from Ali Oromchian, J.D., LL.M.

July 16-19, 2026

September 28 - October 3

From major tax legislation to the accelerating impact of AI, the start of 2026 demands a disciplined approach. Join Earned’s Chief Wealth Officer, Bill Martin, CFA®, for a webinar designed specifically for physicians navigating complex financial decisions with limited time and high stakes. 

As year-end planning approaches, strategic charitable giving can play a powerful role in reducing taxes while supporting the causes that matter most. Join Earned Wealth Advisor Jeanette Beatty, MS, CFP®, for a focused webinar designed to help doctors make smarter, more tax-efficient giving decisions this season.

As tax complexity continues to rise, alternative investments are becoming an increasingly important tool for high-earning doctors seeking greater tax efficiency. Join Earned Wealth Senior Advisor & Retirement Plan Specialist Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®, for a focused webinar exploring how select alternatives can materially reduce taxes while supporting long-term portfolio objectives.

From major tax legislation to the accelerating impact of AI, the start of 2026 demands a disciplined approach. Join Earned’s Chief Wealth Officer, Bill Martin, CFA®, for a webinar designed specifically for physicians navigating complex financial decisions with limited time and high stakes. 

From major tax legislation to the accelerating impact of AI, the start of 2026 demands a disciplined approach. Join Earned’s Chief Wealth Officer, Bill Martin, CFA®, for a webinar designed specifically for physicians navigating complex financial decisions with limited time and high stakes. 

From major tax legislation to the accelerating impact of AI, the start of 2026 demands a disciplined approach. Join Earned’s Chief Wealth Officer, Bill Martin, CFA®, for a webinar designed specifically for physicians navigating complex financial decisions with limited time and high stakes. 

From major tax legislation to the accelerating impact of AI, the start of 2026 demands a disciplined approach. Join Earned’s Chief Wealth Officer, Bill Martin, CFA®, for a webinar designed specifically for physicians navigating complex financial decisions with limited time and high stakes.