Member/CE Meeting

Building a Financially Healthy Dental Practice & the Cash Surplus Playbook
Presented by Tanner Woolley, CPA, CFP®

Course Description:

Running a successful dental practice requires more than strong clinical skills. Practice owners also need a clear understanding of their numbers and a plan for what to do with the money their practice generates.

This practical session will focus on the financial metrics that matter most, common patterns that quietly reduce profitability, and a simple framework for putting monthly cash surplus to work.

Attendees will learn how to:

• Identify the key financial metrics and benchmarks that indicate practice health
• Read a practice P&L from an owner’s perspective and know which numbers deserve attention
• Recognize four common financial dysfunctions in owner-operated practices and how to address them
• Use a tiered approach for allocating excess cash among reserves, taxes, retirement, wealth building, and practice debt

Tuesday, September 8, 2027 | 6:00–8:00 PM
Networking begins at 5:30 PM

Ruby River Hotel | Shoreline Ballroom
700 N Division St, Spokane, WA 99202

2 CE Credits

Registration includes food, a drink ticket and raffle entry.
SDDS Members: FREE | Guests: $75

Register Online HERE