Does your dental practice need a boost?

Schwartz Consulting Group would like to invite you to attend our exclusive

Dental CEO Success Team Seminar November 3-4 in Charlotte N.C.

Schwartz Consulting Group’s CEO program is designed to help you develop and work on your practice, not just work IN the practice. We have limited the class to only 40 doctors who want to commit to improving their practice AND want to help others in the group improve. This training will be packed with great information and excellent advisors. We hope to build a network of resources to help you.

We have scheduled a great lineup of trainers to assist me in helping you reach your true potential as a successful Dental CEO.


Each speaker will address topics useful to your business, including:

  • Kelly and Anna Schwartz, CEO and VP of Schwartz Consulting Group
    Topic: Your Role as “CEO” – Chief Everything Officer
  • Weston Lunsford: CEO of Dental Intel
    Topic: Effectively Transferring Ownership from Office Manger and Owner to Team and the Impact that Data Can Have
  • George Wallace, CEO of The Department of Marketing
    Topic: Get More Butts in Chairs
  1. Content Marketing overview
  2. A breakdown of Search Engine Marketing
  3. Top 3 things to focus on for your practice
  4. How to use Social Media more effectively
  5. How to optimize a marketing budget
  6. What is local marketing & how can I rank (map rankings on Search Engines)
  7. Is Pay Per Click a worthwhile spend for my practice
  8. How to utilize Facebook for your practice
  • Joe Jordan JD, Dental Exclusive Attorney
    Topic: Current Trends in Dentistry Facing the New and Established Doctor
  1. Associateship trends
  2. Multi-doctor ownership influencing solo practice
  3. Impact of corporate dentistry on today’s practitioner
  4. Ownership models, owning and transferring
  • Andres Romero, E2E Financial Personal CFO / Financial Planner
    Topic: Financial Planning for your Dental Practice
    10 key steps you need to take now to get you on the road to your financial success
  • Brian Cogan, Bank of America: Practice Solutions Dental Regional Sales Manager  


Saturday, Nov. 3 – 9 a.m. to 5 p.m.
Sunday, Nov. 4 – 9 a.m. to 12 p.m.


Hilton Garden Inn
7415 Waverly Walk Ave.
Charlotte NC 28277
We have a block of rooms under the name Schwartz Consulting Group for $129 per night (use the code swt). This discount will be in effect until Friday, October 19th.

Special Bonus Session for Your Team!

Does your team need help setting up the practice for success?

Sign team members up for our extra session: Front Office Manager as a CEO Assistant.

Kelly Schwartz -CEO Schwartz Consulting Group

  1. Goal setting
  2. Assigning Job Stewardships
  3. Recall and Retention
  4. The Art of Financial Agreements
  5. Scheduling for Success
  6. Delayed treatment follow up.

Christine Haines -CEO Dental Websmart Insurance Solutions

  1. How to implement EFT & ERA.
  2. Three necessities for proper EFT Revenue cycle management.
  3. How to implement electronically efficient system.
  4. Benefits of EFT payment system.
  5. Benefits of knowing your clearinghouse & how to save money.
  6. Benefits of x-ray attachments.
  7. Benefits of real-time eligibility.
  8. How receiving EFT payments can reduce the risk of embezzlement.
  9. What keeps the Dr awake at night?

Danna Moss -CEO PPO Dental Consulting
Topic: How to Unlock the Power of PPO and How to Get the Most from Insurance

Date:Friday, Nov. 2 from 9 a.m. to 4 p.m.
Cost:$250 for non CEO front office staff and Free for all CEO clients.
Doctors may/are encouraged to attend

Register/Contact Us

Email or call us at 704-307-3867.