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DESCRIPTION:REGISTER HERE Building a Financially Healthy Dental Practice &a
mp\; the Cash Surplus PlaybookPresented by Tanner Woolley\, CPA\, CFP®Cour
se Description:Running a successful dental practice requires more than str
ong clinical skills. Practice owners also need a clear understanding of th
eir numbers and a plan for what to do with the money their practice genera
tes.This practical session will focus on the financial metrics that matter
most\, common patterns that quietly reduce profitability\, and a simple f
ramework for putting monthly cash surplus to work.Attendees will learn how
to:Identify the key financial metrics and benchmarks that indicate practi
ce healthRead a practice P&\;L from an owner’s perspective and know whi
ch numbers deserve attentionRecognize four common financial dysfunctions i
n owner-operated practices and how to address themUse a tiered approach fo
r allocating excess cash among reserves\, taxes\, retirement\, wealth buil
ding\, and practice debtTuesday\, September 8\, 2027 | 6:00–8:00 PMNetwork
ing begins at 5:30 PMRuby River Hotel | Shoreline Ballroom700 N Division S
t\, Spokane\, WA 992022 CE CreditsRegistration includes food\, a drink tic
ket and raffle entry.SDDS Members: FREE | Guests: $75Register Online HERE
DTEND:20260909T030000Z
DTSTAMP:20261010T224933Z
DTSTART:20260909T010000Z
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SEQUENCE:0
SUMMARY:Member/CE Meeting
UID:RFCALITEM639272693733785555
X-ALT-DESC;FMTTYPE=text/html: \;
Building a Finan
cially Healthy Dental Practice &\; the Cash Surplus PlaybookPresented by Tanner Woolley\, CPA\, CFP®
Course Description:
Running a successful den
tal practice requires more than strong clinical skills. Practice owners al
so need a clear understanding of their numbers and a plan for what to do w
ith the money their practice generates.
This practical session will
focus on the financial metrics that matter most\, common patterns that qui
etly reduce profitability\, and a simple framework for putting monthly cas
h surplus to work.
Attendees will learn how to:
- Identify the key financial metrics and benchmarks that indicate pr
actice health
- Read a practice P&\;L from an owner’s perspective
and know which numbers deserve attention
- Recognize four common fi
nancial dysfunctions in owner-operated practices and how to address them
- Use a tiered approach for allocating excess cash among reserves\, t
axes\, retirement\, wealth building\, and practice debt
Tuesday\, September 8\, 2027 | 6:00–8:00 PM
Networking begin
s at 5:30 PM
Ruby River Hotel | Shoreline Ballroom<
br>700 N Division St\, Spokane\, WA 99202
2 CE Credits
Registration includes food\, a drink ticket and raffle e
ntry.
SDDS Members: FREE | Guests: $75
Register Online HERE
END:VEVENT
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