Dentistry Consultant Bios

Fred Joyal

Co-founder 1-800-Dentist, Author & Dental Marketing Expert


Fred Joyal is the founder of Futuredontics®, the parent company of 1-800-DENTIST, and author of Everything is Marketing: The Ultimate Strategy for Dental Practice Growth and Becoming Remarkable: Creating a Dental Practice Everyone Talks About. As the industry’s foremost expert on dental consumer marketing, Fred has lectured at dental tradeshows nationwide and is a regular contributor to various print and online publications. He has also been awarded the Conrad Hilton Distinguished Entrepreneur Award by Loyola Marymount University, as well as an honorary Doctorate of Arts from the University of Rhode Island, and he sits on the board of directors for The Children’s Dental Center of Greater Los Angeles. In addition, Fred writes a weekly dental marketing blog at, where he posts weekly with new ideas and changes and in marketing, social media and the dental world.

Drawing upon his 30 years of experience in dental consumer marketing, Fred Joyal shares the kind of relatable real-world examples, techniques and business strategies dental practices need to thrive in a competitive and increasingly challenging field. His popular lectures focus on achieving deeper patient relationships and maximizing production from new and existing patients.

Brian Colao

Director of Dykema’s DSO Group

Contact: or 214-462-6409

Brian is widely regarded as one of the foremost authorities in the United States on the corporate practice of dentistry. He specializes in the representation of DSOs nationwide in the following areas:

  • Creating regulatory compliant business models and conducting ongoing compliance on a broad range of issues applicable to the industry
  • Defending DSOs in all manner of litigation and regulatory actions including State Dental Board Investigations and Complaints, State Attorney General Investigations and Complaints, Federal Investigations and Complaints, and private legal proceedings involving affiliated doctors
  • Assisting Private Equity Investors in buying, selling or investing in Dental Service Organizations

In recent years Brian has successfully resolved on behalf of his clients several significant civil and criminal Medicaid fraud investigations and state dental board actions alleging the corporate practice of dentistry, fee splitting and related violations, and he is the “go-to” person in the industry for all manner of regulatory issues. Brian has also handled, as lead regulatory counsel, some of the most significant transactions in the industry on behalf of buyers, sellers, lenders or potential investors. In recent years Brian has handled over 100 significant dental transactions representing in excess of $6 billion of total value. Brian also assists lenders in conducting due diligence prior to extending credit to Dental Service Organizations.

Margaret McGuckin

Co-Founder, i3 Ignite

Contact: | (830) 237-1789

Margaret McGuckin and her business partner, Kathy Lynn-Cullotta, are the co-founders of i3 Ignite. They’ve worked as an advisory team for the past four years across multiple industries. i3 Ignite advises DSOs and large group practices as they try to stay on the path of profitable growth while navigating the complexity of executing a multi-location, multi-business model organization.

As the founding COO of ClearChoice Dental Implant Centers, a consumer-based DSO, Margaret steered the organization from 1 to 31 locations in 14 states in a 4-year period, generating over $130 million annually. She built their platform and was responsible for managing consistently and successfully to the Playbook, ensuring culture and performance for both de novo and acquired practices. As a C-Suite executive, Margaret led teams that rapidly developed and scaled up innovative businesses in several industries including local media and health care.

Kathy Lynn-Cullotta

Co-Founder, i3 Ignite

Contact: | (224) 805-8962

For more than 30 years, Kathy Lynn-Cullotta has consulted with large and small companies on go-to-market issues related to delivering top-line revenue growth. A typical client, launching a new product or service, will tap Kathy’s expertise in designing sales channel roles and customer support programs that will be effective in penetrating their target markets. In addition to providing strategic guidance to DSO teams scaling new platforms, she has worked on location-based growth models in other health care verticals, new construction, local media and property management.

AJ Acierno, DDS

Co-Founder and CEO of DecisionOne Dental Partners


Dr. Alan J. Acierno is a practicing dentist and the CEO of DecisionOne Dental Partners, headquartered in Schaumburg, IL. After receiving his Doctor of Dental Surgery degree from Creighton University, he practiced dentistry in both corporate and private environments, where he discovered the benefits and challenges of each type of practice. Compelled with a vision to make a difference in the way dentistry is practiced, Dr. AJ Acierno, together with his brother and fellow dentist, Dr. Michael Acierno, founded DecisionOne Dental Partners in 2011.

Over the past seven years, DecisionOne has grown to 25 dental practices. As the company continues to grow, it remains dedicated to patient centered care and its mission to improve lives.

Teresa Duncan, M.S.

Dental Insurance Expert

Contact: 703-201-1845

Teresa is founder of Odyssey Management, author of Moving Your Patients to Yes: Easy Insurance Conversations, and a contributing author to the ADA’s CDT 2017 Companion Guide. Teresa is a frequent contributor to The Observer, The Progressive Dentist, and Dr. Bicuspid publications. She served as a founding Trustee for the auxiliary-learning focused DALE Foundation. Teresa is a member of the Academy of Dental Management Consultants and the National Speakers Association. She has been named one of the Top 25 Women in Dentistry by Dental Products Report Magazine and is recognized as a Leader in Consulting by Dentistry Today. Most recently she provided consulting assistance in the development of the American Dental Association's Guidelines for Practice Success™. Teresa received her master’s degree in Healthcare Management from Marymount University.

Judy Kay Mausolf

Practice Management, Team Building & Communication Specialist


Judy Kay is owner and president of Practice Solutions Inc, a dental practice management coach, speaker, and author of Rise & Shine; An Evolutionary Journey to Get Out of Your Way and On Your Way to Success. With expertise in communication and team relationships, she coaches dentists and managers who want to be better leaders, motivate their teams to work together better, and ultimately grow their practice. She was President of National Speakers Association Minnesota Chapter (2012-13), and a member of the National Speakers Association, Academy of Dental Management Consultants, and Speaking Consulting Network. She is an Advanced Transformational TrainerTM. Judy Kay is a contributing author for The Progressive Dentist, Dental Economics, Dentistry IQ, AGD Impact, First Impression, Pink Tooth, and the Observer. She also publishes the monthly newsletter Show Your Shine.

Rachel Wall, RDH, BS

Dental Hygiene Coach


As owner of Inspired Hygiene, Rachel partners with dentists, hygienists and office managers to elevate their hygiene service, systems, and profits. In addition to coaching, Rachel draws from her 20 years of experience as a hygienist and practice administrator to deliver to-the-point articles and speaking programs. She has spoken across the country, including RDH Under One Roof and the AACD annual session. She was named Most Effective Hygiene Educator by Dr. Bicuspid in 2011. She has written for numerous industry journals, including The Progressive Dentist Magazine, Dentistry Today, RDH, and Hygienetown.

Kevin Henry

Consultant, Author & Champion of Dental Assistants


Kevin Henry is an advocate for dental assistants and the author of the "Battling and Beating the Demons of Dental Assisting." He co-founded to provide an online community for dental assistants. He is also a nationally-known speaker on topics that empower dental assistants, propel dental practice growth, and restore peace between the front office and back office teams.

Kevin is the editor-in-chief of He is also the former Managing Editor for Dental Economics magazine and the former group editorial director for Dental Products Report. He was recently named one of the top five influential voices in the dental industry on Twitter.

Previously, he was a public relations director for NAIA, a national small college sports organization. He is currently a beat writer for the Colorado Rockies. He is also a member of the Speaking Consulting Network. |

Mitch Olan

Executive Chairman, Dental Care Alliance


Mitch Olan has more than 25 years of experience growing dental practices. When he joined Dental Care Alliance in 1994, it had just four dental practices. Under his direction as COO, Co-CEO, and as Executive Chairman of the Board of Directors, DCA has grown to include more than 300 affiliated dental practices in 19 states. He shares his experience about scaling up, building DSO systems and processes, finding good people to grow with you, navigating the complex web of state-specific DSO regulations, and how to successfully integrate acquired dental practices into the organization.

Mitch is also active in the Association of Dental Support Organizations (ADSO), currently serving as Secretary.

Ryan Vet

Leadership Speaker, Author and Dental Marketing Consultant


Ryan Vet is an entrepreneur, author and national speaker in dentistry. From his first start-up when he was 14 to executive leadership roles including at an Inc 500 company, Ryan shares how to turn ordinary opportunities into extraordinary experiences for everyone you meet. Ryan's experiences have allowed him to work with national brands including Warner Brothers and Samsung. He fell in love with the dental industry while his wife, Jessica, was attending the University of North Carolina Chapel Hill pursuing her DDS.

Ryan is as an official member of the Forbes Communications Council where his insights are shared in both articles and on expert panels. You can also find his writings in Dental Economics and other dental publications. Ryan is the host of The Dental Experience Podcast, on which Patient Prism calls and coaching can be heard. He’s presented at local and national dental conferences including Hinman Dental Meeting, Yankee Dental Congress, Florida Dental Convention, and the American Association of Dental Office Managers. In addition to his entrepreneurial ventures in dental, Ryan owns two craft beverage lounges that serve coffee, craft beer, fine wine and whiskey called The Oak House!

Len Tau

“The Reputation Doctor” | Dentist, Consultant and Speaker

Contact: | (215) 292-2100

Dr. Len Tau is well-known in the dental industry as “the Reputation Doctor.” After working in a group practice for several years, Dr. Tau established his own private practice in Philadelphia, where he was named one of Philadelphia’s Top Dentists. He now has more than two decades of experience as a practicing dentist and as a leading authority on digital marketing, online reputation marketing, and practice management consulting. “Dentistry Today” has named him one of the top leaders in dental consulting.

Dr. Tau speaks around the country on internet marketing, reputation marketing, social media, case presentation, team dynamics, and improving profits. He hosts “The Raving Patients Podcast” and is also a general manager at BirdEye, an online review management and customer experience software.

The Raving Patients Podcast |

Kevin Arnold

Finance, Capital Solutions, Group Practice Growth & Exit Strategies

Contact: 704-302-1043

Kevin Arnold is a Director at TUSK Partners, an industry-leading resource dedicated to helping DSOs start, grow, and sell their group practices. He has over 17 years of experience in financial services and 12 years of experience in the dental and healthcare industry. He has spent most of his time creating capital solutions for emerging group dental and healthcare practices. Most recently, Arnold spent time working as the CFO/COO inside of an emerging dental group. He earned his BS in Finance from the Farmer School of Business at Miami University and his MBA from the Capital University School of Management.

Diwakar Sinha

Finance, Capital Solutions, Group Practice Growth & Exit Strategies

Contact: 704-302-1043

Diwakar Sinha has an undergraduate degree in Aviation Science from The Ohio State University and most recently served as the National Sales Manager for East West Bank Practice Solutions providing Lending solutions for the Group Practice & Solo Practitioner space. He has a combined experience over 17 Years in the financial services industry with 15 of them in the healthcare space. Currently he is Partner with TUSK Partners and leads Strategic Consulting efforts to provide “C” Level Consulting to CEOs of emerging group practice space on best practices to scale-up a platform from 3 locations to 25+ offices

Trevor Maurer

President & CEO of Smile Source


Trevor Maurer is a highly-experienced leader with a track record of generating results through leadership, talent management and culture development. Trevor thrives on the challenge of successfully turning around, building and creating enormous growth opportunities.

As a graduate of the University of Saskatchewan, Trevor was recruited by Proctor & Gamble, where he became their top sales representative in less than two years. He spent 12 years in Sales and Marketing at Proctor & Gamble and Novartis in the U.S. and Canada. He then rose to CEO positions in both venture capital and private equity-funded health care companies.

Trevor currently serves as President and CEO of Smile Source, where he has grown the company to more than 650 independently owned, franchise dental practices with an average practice size of $1.2 million in annual production. Based on current projections, Smile Source wil be the largest dental group in the U.S. by 2021.

Harold Gornbein

Revenue Generation Through PPO Fee Negotiation, Coding Analysis, Credentialing and UCR Fee Analysis


Harold is Co-Founder of Apex Reimbursement Specialists, a consulting firm who works on behalf of dentists with the specific goal of increasing revenue and compliance by negotiating higher paying PPO fee schedules, coding analysis and coaching, UCR fee setting recommendation, dental credentialing, and carrier relationship management. Harold has over 25 years of experience within the insurance industry. Considered an industry insider, he’s worked in sales and account management for Ameritas, Dental Benefit Providers, PacifiCare Health Systems, and United Concordia, as well as manage his own insurance agency. His wealth of industry knowledge, experience, and relationships affords Apex clients with unparalleled strategic guidance and insight. He resides in Baltimore, Maryland with his wife and five children. Harold enjoys sports, time with his family and volunteering in his community.

To contact Harold, he can be reached at 410-834-3088 and via email at

Gavi Cohn

Revenue Generation Through PPO Fee Negotiation, Coding Analysis, Credentialing and UCR Fee Analysis

Contact: and 410-394-7640

Gavi has dedicated the last 15 years to business development at all levels; he has meaningfully applied the knowledge gleaned through his University of Maryland MBA to enhance his professional roles in both the profit and non-profit sectors. Prior to co-founding Apex, Gavi worked in sales, marketing and operations management in the insurance industry, one in which he managed his own independent agency. Gavi now focuses his marketing and management experience towards educating and servicing the needs of dental clients to maximize profit. Gavi is an educated, professional consultant whose refined skill set strengthens the negotiating power of Team Apex. Gavi is a born and bred Baltimorean who now raises his five children with his wife in Baltimore, surrounded by homegrown extended family. He enjoys music, performing as both a recording artist and wedding singer, and operates a non-profit organization for local youth.

John Fidler

Executive Search / Talent Acquisition

Contact: or 512-550-8604

Jon Fidler is President/CEO of Fidler and Associates, an executive search firm that specializes in matching Senior Level executives with growing and established DSOs and dental-related organizations. Jon has spent the last 18 years excelling in multiple industries, most notably, Dental Healthcare and Major League Baseball. Jon possesses a strong track record of award-winning achievements. Included are his contributions in the Scouting and Player Development department for the 2001 World Series Champion Arizona Diamondbacks as well as an extremely successful 10 years with Patterson Dental. During his tenure with Patterson, Jon served in multiple roles including Operations Manager (Branch of the Year), as a Territory Representative (Incentive Trip Award winner), and most recently as General Manager (multiple Branch of the Year awards). During his tenure as General Manager, Jon honed his skills in Talent Acquisition being responsible for hiring, training and developing multiple performance award-winning employees. Jon holds a Bachelor of Science degree in Sports Management from The University of Iowa.

Linda Harvey

Healthcare Risk Management and Compliance Expert


As a licensed Healthcare Risk Manager and veteran dental professional, Linda teaches dentists and their teams how to protect their patients, practices and themselves. Linda speaks and consults nationally in the areas of risk management, regulatory compliance, remediation courses and dental record audits. She draws from real-world experience having worked with offices that have undergone HIPAA, OSHA and Board of Dentistry audits. Attorneys, insurers and consultants across the country place their trust in Linda and her team of credentialed compliance consultants. She is the founder and President of two compliance-related companies, The Linda Harvey Group and The Institute for Dental Compliance and Risk Management.

Holly Mitchell

Leadership Coach, LeadWell Network


After beginning her career in dentistry as an unpaid intern, Holly Mitchell worked her way up to become a nationally-recognized practice manager, consultant, and public speaker in the dental field. She propelled her own dental practice, Central Park West Dentistry, to Inc. 5000’s list of America’s Fastest Growing Companies for five years in a row. As a repeat guest lecturer at NYU’s College of Dentistry, her presentations have been described as “entertaining, informative, memorable,” and “the best.” Her enthusiasm for strategic entrepreneurialism inspires her team and consulting clients to confront what’s not working and embrace the leader within. Holly's mission is to create sustainable growth by leveraging, engaging, and inspiring her team and coaching clients to drive profitability and promote a higher quality of life both in and outside of the office.

Robin Morrison

Dental Marketing Branding and Customized Marketing Campaigns


President of Dental Consultant Connection and RLM Healthcare Marketing & Consulting, Inc. Robin began her career in dentistry in 1981, working in an exceptional dental practice as an office administrator and marketing director. In 1997, she began to live her dream and launched her first business, RLM Healthcare Marketing & Consulting. she recognized more business opportunities and needs, she launched her second business, Dental Consultant Connection, which connects dental consultants and dentists, and ensures the right consultant is selected to fit the need. Robin also teamed up with Linda Miles to form Oral Cancer Cause, Inc., a Florida not for profit corporation that financially assists oral cancer patients and their families during their treatment, while creating awareness about oral cancer. Robin is a member of the Academy of Dental Management Consultants (ADMC), the Speaking Consulting Network (SCN) and a lifetime member of the American Association of Dental Office Managers (AADOM). | |

Deborah E. Bush

Director of Content at Patient Prism and


With over 30 years of experience in both technical and marketing communications management, for the financial and dental industries, Deb is dedicated to strategic content development for Patient Prism LLC. Deb previously served as a Partner & Director of Content at Dentist Profit Systems LLC, the Director of Communications for the Preeclampsia Foundation, Director of Communications for the Pankey Institute, and Publications Manager of CS Thomson Reuters. She has consulted with hundreds of dentists nationwide to help them discern their personal vision of practice and communicate with their patients, peers, and prospective clients |

Barry F. Polansky, DMD

Dental Thought Leader and Author

Contact: The Academy of Dental Leadership

Author of “The Art of the Examination,” “The Art of Case Presentation,” and “The Complete Dentist,” Dr. Polansky, has delivered comprehensive cosmetic dentistry, restorative dentistry, and implant dentistry for more than 40 years. After earning his Doctor of Dental Medicine degree in 1973 from the University of Pennsylvania School, he pursued the continuum courses at The Pankey Institute where he’s a visiting faculty member, the Dawson Academy, and The Schuster Center. In 1999, he founded The Academy of Dental Leadership, an online community for dentists who want to learn perspectives and skills that will help them flourish in today’s dental marketplace. He has written for many industry publications, including Dental Economics, Dentistry Today, Dental Practice and Finance, and Independent Dentistry. His articles have been regularly featured in The Pankey Institute’s newsletter.

Colleen Huff, FAADOM

Insurance Specialist


Colleen Huff’s dental career began as a Customer Service Rep for Metlife Dental in Utica, NY. From there, a move to New Jersey introduced her to the world of dental offices. Colleen has been an independent consultant for numerous dental offices throughout the country. She has helped grow a practice from the ground up, as well as re-organize established practices. She is currently a practice administrator in Buffalo and the founder/president of the Buffalo/WNY Chapter of AADOM- (D.E.N.T.A.L. Study Group). Colleen achieved her fellowship with AADOM in 2015.

Christine Taxin

Medical Dental Cross Code Billing Specialist


Christine Taxin is the founder and president of Links2Success, a practice management consulting company to the dental and medical fields. Prior to starting her own management consulting company, Christine worked for a large New York City hospital as administrator of a critical care department, managed an extensive practice and worked with Coaching Solutions and Dynamic Administrators consulting companies. She sits on the Board of the National Dental EDI Council Foundation, and is a founding member of the American Academy of Oral Systemic Health. Christine is currently a guest speaker for Henry Schein, Patterson Dental, Sirona Dental Systems and Goetze Dental. She presents for the American Association of Dental Office Managers, Pennwell’s Professional Dental Assisting, and the New York Academy of General Dentistry. She is also an adjunct instructor at NYU College of Dentistry and teaches in the residency programs at Maimonides Medical Center and Jamaica Hospital.

Jan Palmer, FAADOM

Sleep Apnea Insurance and Admin Coaching


Jan is co-founder of Dental Sleep Medicine Interactive Team Training (DSMITT). She is on the Provider Outreach and Education committee for Medicare DME for Jurisdictions A and D. She has co-authored an e-book Medicare: What Every Dentists Needs to Know NOW, which breaks down the confusion of the upcoming mandates that Medicare has set forth for all dentists. She sits on the board of directors of the WNY Dental Managers Group, is a Fellow and active member of the American Academy of Dental Office Managers, and a facilitator of the American Academy of Dental Sleep Medicine (AADSM) study club. She holds a management position with Sleep Apnea Dentists of New England, where she puts theory into practice every day.

Leslie Canham, CDA, RDA, CSP

Speaker and Consultant in Infection Control, OSHA Compliance, Dental Practice Act HIPAA Regulations, and Accommodating and Treating Special Needs Patients


Leslie is a speaker and consultant specializing in Infection Control, OSHA Compliance, Dental Practice Act, HIPAA regulations, and a variety of subjects surrounding accommodating and treating special needs patients. She lectures nationally and internationally, and for the 4th year in a row, she has been listed as a “Leader in Consulting” by Dentistry Today. Leslie has been published many times in peer reviewed dental journals, and she maintains a high profile in the online dental community. She is the moderator of the Infection Control forum on and has authored multiple continuing education courses for Dentaltown, Dr. BiCuspid, and the American Dental Assistants Association. In addition to her busy speaking schedule, Leslie provides in-office training, mock-inspections, dental office audits, consulting, online home study courses and webinars. Leslie is recognized as a continuing education provider by the Academy of General Dentistry and the California Dental Board. She is also authorized by the Department of Labor as an OSHA Outreach Trainer.

Janet Hagerman, RDH, BS

Dental Industry Thought Leader


Janet is known for her creative expertise in communication, leadership and motivation. Janet is an international speaker, author and consultant. A graduate of the Medical College of Georgia, Janet’s experience includes over 20 years of clinical experience and 15 years of coaching experience with both solo practices and small to large group practices. Janet publishes the monthly newsletter Room to Bloom and is a contributing editor of Dental Economics, RDH, and Dental IQ. She has authored three books: Selling Dentistry – Ethically. Elegantly. Effectively., Meetings Make Money – Productive Meetings for Best Dental Practices, and BLOOM – 5 Steps to Cultivate the Power of Your Potential.

Lisa Marie Spradley

Team Building and Communication Coach


Lisa Marie runs TCB Consulting as the Front Desk Lady. She enjoys speaking with people who want to start and build an exceptional business. As a coach, she finds it very rewarding to work with teams who want to develop the skills for meaningful conversations, the key to lasting success. She was named the 2014 Office Manager of the Year with the American Association of Dental Office Management, and in 2015, was honored to be named one of the Top 25 Women in Dentistry as listed by Dental Products Report.

Minal Sampat, BA, RDH

Dental Practice Marketing Consultant


Minal is a practicing dental hygienist, national speaker, marketing consultant and owner of Growth Management Marketing, LLC. Although born in India, Minal spent most of her childhood living in the U.S. Virgin Islands, and attended Rutgers University in New Jersey, where she discovered her passion for dentistry. Through her business, Minal offers both in-office and virtual marketing consultations to streamline practice marketing, create patient-centric marketing plans, respond to trends, and provide marketing resources. She offers social media and marketing training workshops to coach and empower team members to manage marketing and grow the business.

Trish Lewis-Clark, FAADOM

Dental Practice Coach


Trish Lewis-Clark, FAADOM, owns and manages Phoenix Solutions of the Lowcountry as the director of practice development. Trish uses her more than 30 years of experience in the industry to help teams communicate clearly and deliver exceptional care. With nearly 30 years as a CDA, RDA – EF, her experience has allowed her to share insights on what works well and what can be improved upon in the dental profession. Trish is an ambassador of the American Association of Dental Office Management (AADOM) and achieved the distinction of Fellowship (FAADOM) in 2012. She is a member of the Speaking Consulting Network and Morado Allied Speakers and Consultants.

Shelley Renee

Dental Practice Management Consultant, Team Mover and Money Finder


Over the years, Shelley has worked every position in the front office, and worked as a dental assistant. The knowledge and skills gained through this hands-on experience have fueled her current success as a practice management speaker and consultant. She is a member of the Academy of Dental Management Consultants, Speaking Consulting Network, Directory of Dental Speakers, and American Association of Dental Office Managers. She is a program advisor for Care Credit and is certified by Bent Ericksen as an HR employment compliance consultant. She is also a graduate of The Consulting U, a highly respected Masters training program for dental practice management consultants.

Linda Miles

Practice and Team Development Consultant


Linda was the founder of one of dentistry’s most successful consulting firms and speaking businesses, Dental Dynamics, Inc (DDI), now Miles Global, which was named an INC 500 company for phenomenal growth from 1982 to 1987. DDI had its greatest growth from 1987 to 1999. It continues to grow under the direction of the new CEO, Dr. Rhonda Savage. In 1997, Linda founded the Speaking Consulting Network (SCN) and has helped dozens of top speakers and consultants catapult their own businesses by networking with her and others in SCN. Linda has written three best-selling practice management books, produced many audios, CDs, Videos and DVDs, and has spoken in all 50 states and on four continents. She is co-founder of Oral Cancer Cause, Inc.

Dana Moss

PPO Practice Builder


Founder and owner of PPO Dental Consulting, LLC, Dana is a dental business coach with a focus on front office systems. With the goal to empower dental practices to increase profitability without sacrificing service-oriented care. Dana has refined the fundamental solutions for developing a patient centered and lucrative PPO practice. Dana has worked as a front office coordinator, insurance specialist, office manager and practice administrator. She is a lifetime member of the American Association of Dental Office Managers, a member of the Speaking Consulting Network, Academy of Dental Management Consultants and is a Transformational Trainer.

Laura Jamison

Dental Practice Consultant


Laura is one of dentistry’s highly respected consultants, focused on dynamic team building and solid business management principles that maximize growth potential. She worked for the Pride Institute with Dr. Jim Pride from 1986 through 1992. She is a 360 Practice Development Coach for Henry Schein and President of the ADMC through 2020. Her writing can be found in many publications, including Dental Economics, Today’s FDA, ADA Dental Teamwork, Inside Dentistry, Dental Assisting Digest and the AADOM.

Jacob Berger, DMD

Dentist, Regional Doctor Mentor of Operations at Heartland Dental

Dr. Jacob Berger has been a practicing dentist at Smiles at Lakewood Ranch in Bradenton, FL, since 2006. The Heartland Dental-affiliated practice grew rapidly, becoming one of the most successful de novo launches in Heartland’s history. Dr. Berger has become part of the regional leadership team at Heartland, testing new technologies, recommending implementation strategies, and mentoring doctors and team members.

Dr. Berger attributes some of his success to his people skills. He put himself through college working as a barber and the lessons he learned from talking to people of all walks of life helped him develop the soft skills he now uses in the dental practice. He mentors Heartland colleagues on DiSC profiling, building rapport, and creating trust with patients, which in turn increases case acceptance. Dr. Berger is a member of the American Dental Association, Hispanic Dental Association, and American Academy of Developmental Medicine and Dentistry.

Scott Mortier

Chief Revenue Officer, Dental Whale

Contact: | (773) 255-4095

Scott Mortier is the Chief Revenue Officer and Rainmaker at Dental Whale, a dental company that provides a wide range of dental services to independent practices as well as groups. Dental Whale’s subsidiary companies include the largest dental repair franchise in North America (DentalFix), a dental marketing company (ConversionWhale), a virtual front desk (frontdeskDDS), a dental practice brokerage firm (Tralongo), a national dental group practice, a seminars company (Breakaway Seminars), a dental consulting company (Dental Whale’s Dental Entrepreneur program), and access to lower prices on supplies, equipment, services, labs, technology, and more (Dental Whale Savings Network).

Jacob (Jake) Puhl

Partner and CEO, Dentist Entrepreneur Organization

Contact: | (419) 304-8410

Jake Puhl is passionate about establishing thriving dental groups and DSOs by building executive teams, executive leadership, culture, operational systems, recruiting, retention, and financial structures.

As the CEO of the Dentist Entrepreneur Organization (DEO), Jake works with emerging-market group dental practices and DSOs by building a community of like-minded group practice owners. Jake gives group practice leaders the resources and support they need to scale their business.

As the CEO of the Dentist Entrepreneur Organization (DEO), Jake works with emerging-market group dental practices and DSOs by building a community of like-minded group practice owners. Jake gives group practice leaders the resources and support they need to scale their business. Jake began his career in online marketing and search engine optimization, including helping dental practices get found my more patients. He also worked in the oil and gas industry with Marathon Oil Company where he learned advanced skills in marketing, supply chain management, customer relationships ,and high-level negotiations.

Darin Acopan

EVP / Partner at DEO: The Dentist Entrepreneur Organization

Contact: | 360-980-1437

Darin Acopan has been working with managed group dental practices since 2014. As the head of Business Development for the Dentist Entrepreneur Organization, he focuses on interviewing and selecting new DEO members as well as developing strategic partnerships.

Prior to joining the DEO, Darin helped scale the Direct-to-Consumer Bowflex exercise machine organization from $50 million to $400 million in less than a decade.

Deb Roberge

Founder, OurPerioTeam


Deb Roberge has more than 40 years of experience in the dental industry. In addition to working in multiple positions in dental practices, she also owned a crown-and-bridge lab, created a dental employee placement agency in Phoenix, and served as a dental practice coach for many years.

She created OurPerioTeam in 2016. The cloud-based software is specifically designed for dental specialists, periodontists and oral surgeons. It addresses the day-to-day issues that apply to marketing, referral processing, and communication between the general dentist and the specialist. It makes it easy to receive patient information and x-rays, tracks referral marketing, and details the ROI from events that you host for referring doctors, such as study clubs and promotional events.

JoAn Majors, RDA, CSP®

Certified Speaking Professional & Content Creation Specialist, The Soft Skills Institute, LLC

Contact: or (866) 51-CHOICE

JoAn Majors works with organizations in the dental industry who want to improve predictability, profitability and passion with soft skills. She knows the dental industry because she comes from it and has spent her 30+ year career focused on the soft skills that create value for the procedure, service, practice or relationship involved. She has been fondly referred to as the “word surgeon” finding ways to turn tough or technical conversations into easy-to-repeat systems that create more value and stronger connections.

JoAn is a member of the National Speakers Association, Global Speakers Network, Speaking and Consulting Network along with many other professional organizations. She has been published in more than 25 magazines and newsletters and has written multiple books. Her first book on implant dentistry has been used to train thousands of teams. JoAn has worked in every type of practice in her career, sold dental supplies, and co-founded a software company that sold to their largest competitor in the first decade of her career. Later she was an early apprentice of Walter Hailey at the Texas-based Dental Book Kamp and then was a team training faculty member for the Misch International Implant Institute. In addition, she was VP of Development for one of the industry’s first DSOs.

Currently, she is founder and content creation specialist for The Soft Skills Institute, LLC. JoAn’s “happy place” is at the front of the room inspiring teams to action with her signature “open arms” communication. This is supported by high-value follow-up material for implementation by the team’s executor. Her platform voice and her writing voice are the same: Positive and passionate, but not too preachy. She is happily married to her greatest champion and best friend, Dr. Chuck Majors a second-generation dentist. She still spends time weekly in the practice. She and her family reside in Texas. To learn more or see her in action, visit: