714.505.9000 cpas@hmwccpa.com

Podcasts

Informative weekly podcasts for dental practices,  hosted by Art Wiederman, Dental CPA.

Is Your Dental Practice Best-in-Class?

September 11, 2019

 

Debra Englehardt-Nash

Nash Institute for Dental Learning

 

403 Gilead Road, Suite E
Huntersville, NC 28078
704-895-7660
www.debraengelhardtnash.com

On today’s episode, Art talks with Debra Engelhardt-Nash, a long-time colleague from his days at the Pride Institute of Management. Debra is one of the most sought after speakers, teachers, and practice coaches in the country. Art and Debra recall their days at Pride, and Debra talks about what makes dental offices great. Communication skills, team management, and patient interaction is critical. Be sure to listen in – Debra is not only very informative but very entertaining. 

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Everything a Dentist Needs to Know about HIPAA Compliance

September 4, 2019

 

Danielle McKinley

PCIHIPPA

 

2601 Ocean Park Boulevard, Suite 303
Santa Monica, California 90405
480-343-3034
info@pcihipaa.com
In this episode Art talks with his good friend Danielle McKinley of PCIHIPAA, who is a certified HIPAA specialist. Danielle has worked in risk mitigation for 10 years and has consulted thousands of practices. She has a passion for helping doctors understand how to protect their practice from a HIPAA incident with minimal time and resources needed. 
 
Art and Danielle discuss topics like: 
      • What is HIPAA and how to comply 
      • How to prevent and protect your practice from HIPAA penalties 
      • Misconceptions and common mistakes dentists make in not complying with HIPAA
      • Why conducting a HIPAA Risk Assessment is required and a critical first step
      • What to do if your practice has a data breach or ransomware attack
 
Every dentist who owns a practice, even if you think you are in total compliance, should listen to this episode. The maximum penalty for failure to comply, which Danielle will reveal, is staggering.

 

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Entrepreneurship and Advice for Dentists at all Stages of their Careers

August 28, 2019

 

Kate Willeford

The Willeford Group

 

770-552-8500 or 877-643-7087
inforequest@twgcpas.com
https://thewillefordgroup.com/

Today Art spends the hour with long-time friend and colleague Kate Willeford. Kate is the president of The Willeford Group, a dental-specific CPA firm with clients all over the country. Kate spends much of her time helping her clients become better business people and thrive as entrepreneurs. Art and Kate discuss what being an entrepreneur means, but also they give advice to dentists just graduating dental school, those buying their first practice, and dentists in the middle of their career. Finally, Kate gives great advice for dentists who are at the beginning stages of planning to sell their practices and retire. Very good life advice and tips for our listeners. 

 

To hear more “The Art of Dental Finance” podcasts click here.

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Are You Monitoring Key Metrics in Your Dental Practice?

August 21, 2019

 

Jess Bogumil, CPA

Fluence CPAs

 

9430 SW Coral Street, Suite 100
Portland, Oregon 97223
503-245-0766
jbogumil@fluenceportland.com
www.fluenceportland.com

Today Art talks with fellow Academy of Dental CPAs member Jess Bogumil of Fluence CPAs in Portland, Oregon. Jess discusses the importance of monitoring key metrics in your practice, such as comparing surface restorations to crowns diagnosed, comprehensive versus emergency exams, and more. Art and Jess share stories about clients who review their metrics and how they are more successful. They also discuss verbal skills a dentist needs in case presentation and the numbers from a dental CPAs prospective. With two dental CPAs on the interview, a lot of good information is exchanged in this episode.

 

To hear more “The Art of Dental Finance” podcasts click here.

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Everything You Wanted to Know About CEREC

August 14, 2019

 

Dr. Juste Karvelyte

Smile HQ Dental, CEREC Consultant

 

drjuste@smilehqdental.com
310-666-5853

Today Art speaks with one of his firm clients and CEREC consultant Dr. Juste Karvelyte. Before going into private practice, Dr. Karvelyte was a CEREC trainer for five years with Patterson Dental. Art and Dr. Karvelyte discuss the history of CEREC, what types of offices it is best used in, the economics of CEREC, and many uses of CEREC many dentists don’t take advantage of. To round off the discussion, Dr. Karvelyte details how the dental team needs to be involved, how to market the technology, and mistakes dentists make when they purchase the technology. If you currently own or are contemplating purchasing CEREC or other CAD-CAM technology, this is a must-listen episode.

 

To hear more “The Art of Dental Finance” podcasts click here.

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Implementing an In-House Dental Membership Plan

August 7, 2019

 

Jordan Comstock

CEO & Founder, BoomCloud

 

12365 S. 970 E | Draper, Utah
www.boomcloudapps.com
Jordan@boomcloudapps.com

Art talks with Jordan Comstock, CEO and founder of BoomCloud. Jordan’s company has assisted over 1,000 dental offices in creating, organizing, and automating an In-House Dental Membership Plan. Jordan discusses how this is a great tool to move further and further away from being dependent on insurance companies; how it generates a stream of ongoing and consistent revenues; how these types of plans actually increase the amount of dentistry accepted by patients; and how the mechanics of such a plan work. He also discusses how to market such a plan, and how to go to local businesses to attempt to get them to join the dental office plan. A great interview and motivation to find more fee-for-service patients in your dental practice.

 

To hear more “The Art of Dental Finance” podcasts click here.

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Retirement Planning 101 for Dentists

July 31, 2019

 

Art Wiederman, CPA

HMWC Partner

714.259.0505
art.wiederman@hmwccpa.com

This week Art does a show on his own about a subject that he is very passionate about – helping dentists retire. He begins with a case study explaining how you should think about calculating the numbers of retirement and your many choices. He then dispels myths about retirement, and talks about not retiring and perhaps working back in your practice or in an area you have a passion for. He provides three main areas you must consider (1) when you want to retire, (2) where you want to retire, and (3) what type of lifestyle you want to have. Art outlines the three types of retirement plans dentists can have: (1) SIMPLE-IRA plans, (2) Profit Sharing/401(k) plans, and (3) Defined Benefit plans. He closes with client and personal stories on retirement. The goal: get listeners to take action and begin immediately planning for a great retirement! Be sure to tune in for this valuable information.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

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Strategies for Paying Off Your Dental Student Loan Debt

July 24, 2019

 

Mark Johnson

Founder, StudentLoansRx.com

Mark Johnson, RBF Wealth Advisor

314-997-1652
mark.johnson@rbfadvisors.net

Art chats with Mark Johnson, a financial planner who spends most of his time helping dentists with strategies on how to repay and manage their student loan debt. Mark has significant knowledge of how the student loan process works – from what options doctors have when initiating a loan, to designing plans for his dentist clients to payoff their loans within seven to ten years after graduation. Art and Mark also discuss the different types of student loans, how to structure them, how to obtain interest subsidies, when to use income-based repayment programs, and how student loan debt is affected when a dentist goes to work in public health. An essential podcast for any dentist with student loan debt – at any time in their career.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Leadership Uncomplicated-An Intuitive Way to Lead Your Team

July 17, 2019

 

Katherine Eitel Belt, President

Lion Speak, Inc.

Katherine@LionSpeak.net
Info@LionSpeak.net | www.LionSpeak.net
PO Box 423 | Aguanga, CA 92536
(800) 595-7060

 

In this episode, Art and Katherine discuss key leadership skills for a dentist that include how to lead a dental team and how to create a great culture. In addition, they converse about creating and building a world-class dental team who believes in and executes the dentist’s vision and goals for the practice. Katherine talks about dentists using the same instincts that lionesses use to help their lion cubs go out into the wild and be successful, relating that to training a team. Finally we’ll discuss how to hold team meetings, how to train team members, and other communication issues between team and doctor. If you’re looking for leadership development tips, this episode is a must.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Tips on Designing a World Class Dental Office

July 10, 2019

 

Dr. Michael Unthank

Unthank Design Group

 

(402) 423-3300

mike@unthank.com

www.unthank.com

Art talks with his long-time friend from his Pride Institute days, Dr. Michael Unthank. Dr. Unthank is both a dentist and a world class dental architect who has designed over 1,000 dental offices all across the United States. Art and Mike talk about the process of choosing an architect and contractor; things he likes to see in dental treatment rooms, front offices, and sterilization areas; and mistakes he has observed. Mike is one of the most knowledgeable people in the country when it comes to dental office design, and he gives many tips on what dentists should consider when contemplating their design. His key question is “How do you want to practice?” This opens the door to the vision of the doctor and helps create an office where his clients are very happy practicing. Whether you’re looking at revamping your office, moving to a new office, or launching a new practice, there are lots of great tips for you in this episode.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Estate Planning 101 for Dentists

July 3, 2019

 

Kelly M. Cruz

Primiani, Stevens, Cruz & Punim PC

 

949-627-4565

www.pscplaw.com

Art visits with his friend and colleague Kelly Cruz, a top notch estate planning attorney. She discusses with Art the dangers of not having estate documents, how wills and trusts are used, and how to protect assets when leaving them to family members. Also they dialogue about difficult decisions, such as how to choose a guardian and whether to hire a corporate trustee to manage your assets upon death. If you have not finished your estate planning, there are lots of great tips in this episode for you.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

What You Need to Know About Becoming a Multi-Practice Dental Company

June 26, 2019

 

Maria Melone, CPA

Morr Dental | Rosen CPA Group

 

mmelone@morrds.com

339.927.8882

https://morrds.com/

Art talks with his good friend from the Academy of Dental CPA’s Maria Melone. Maria is managing partner of MORR Dental Transitions, which is part of the Rosen CPA Group in Boston. Maria is one of the foremost authorities in the country on group dental practices. She helps her clients buy and sell dental practices and works to bring groups to larger buyers all over the United States. During her 20 years in the industry, she has worked for a company that owns hundreds of dental practices and has helped advise dentists on how to grow from owning one practice to owning multiple practices. Art and Maria discuss the biggest mistakes dentists who own multiple practices make in building their business, what private equity groups and large practice owners looking to acquire are looking for, how groups who want to grow obtain financing, and proper management systems. They also discuss what a single owner dentist should look for when deciding to sell to a larger group. Great information for one-office owners as well as owners who want to grow to be a multi-practice company.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Are You Effectively Marketing Your Dental Practice?

June 19, 2019

 

Grace Rizza

Identity Dental Marketing

 

www.identitydental.com

847-629-4646

grace@identitydental.com

Today Art visits with his good friend and dental marketing expert Grace Rizza. Grace dialogues about effective marketing tools you can use to build your practice’s brand.

Art and Grace discuss topics like:

• Utilizing search engine optimization (SEO)

• Getting the most out of social media

• Considering TV and radio marketing

• Optimizing your website

• Avoiding the biggest marketing mistakes

If you are looking to up your marketing game and grow your practice, don’t miss this episode!

 

 

To hear more “The Art of Dental Finance” podcasts click here.

How Important is Body Language in the Dental Office?

June 12, 2019

 

Janice Hurley

Janice Hurley the Image Expert

442-244-0627 

www.janicehurley.com

jhurley@janicehurley.com

Art has a great conversation with Janice Hurley, an executive coach and image consultant for dentists. Janice is a nationally recognized speaker and author of a new book coming out in July. She gives tips on treatment presentation and the traits of successful people. Also she describes how she coaches her clients to use visual, verbal, and body language skills to portray confidence. In thirty-five years in dentistry, Art has never met someone with this amazing skill set – you do not want to miss this episode!

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Un-Retirement and How Dentists Can Live Longer, Healthier, and More Fulfilling Lives

June 5, 2019

 

Bill Ellermeyer

Ellermeyer Connect

Bill@ellermeyerconnect.com · 714-803-9805

Art visits with career transition coach Bill Ellermeyer. Bill has helped hundreds of people identify second careers and connect them with the people and resources they need to move on after their initial career. Art and Bill discuss the dangers of not continuing to be active both mentally and physically, how one assesses what he or she has talent and passion for after dentistry, and what some of his clients have done after their initial careers. He also suggests great resources that can help you assess your next steps after dentistry. Bill encourages people not to retire, to chase their passion, and to give back. A very thought provoking episode that could change your life.

 

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Investing for Dentists from a Professional Wealth Manager’s Point of View

May 29, 2019

 

James (Jim) Davenport

Beacon Point Wealth Advisors

jdavenport@beaconpointe.com · 949-720-9980

On this episode, Art visits with Jim Davenport of Beacon Pointe Wealth Advisors. Jim and his partners have worked with Art for many years. Beacon Pointe manages over $11 Billion in assets for their clients nationwide, working with private managers all over the country who specialize in equities and bonds to manage their clients’ money. Art and Jim discuss the current investing climate, how the national debt might affect the markets, and what he believes are some hot sectors of the market in 2019. Also, he gives some really good tips for both younger dentists and dentists nearing retirement to keep in mind when it comes to investments. Don’t miss out on the really good information and tips provided in this episode.

 

To hear more “The Art of Dental Finance” podcasts click here.

Proper Insurance Coding and Boosting Profits in your Dental Office

May 22, 2019

 

Dr. Charles Blair

Charles Blair & Associates, Inc.

info@drcharlesblair.com · 866-858-7596 · www.drcharlesblair.com

For over thirty years, Dr. Blair has been the authority on proper insurance coding in a dental office as well as practice profitability through his lectures, books, and insurance newsletter. Art and Dr. Blair discuss the direction of dentistry, areas of a practice where dentists leave money on the table, and how to properly code insurance claims. Dr. Blair is one of the great people in dentistry. Be sure to have a pad and pencil to take notes from this podcast – the tips he gives could help increase revenue for your practice.  

 

To hear more “The Art of Dental Finance” podcasts click here.

Can You Really Bill Medical Insurance for Dental Procedures?

May 15, 2019

 

Hootan Shahidi

Crossover Dental Enterprises

818-306-5106 · hootan@codeclaims.com

www.crossoverdental.com

On this episode, Art visits with Hootan Shahidi, founder of Crossover Dental Enterprises. This organization specializes in assisting dental offices bill dental procedures through the medical insurance policies of patients. Hootan discusses the advent of medical billing, the different procedures that can be billed using a patient’s medical insurance policy, and what questions dentists should be asking their patients that could result in billing through health insurance. A very eye opening episode that can add another tool to a dental practice’s tool belt.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

 

Is Your Practice Ready to Enter a Sales Transaction?

May 8, 2019

 

Kathleen Johnson

Kathleen Johnson Consulting

(800) 998-8399 · kajohnson@sbcglobal.net

https://www.kjohnsonconsulting.biz/

Today, Art talks with his long-time friend and dental management consultant Kathleen Johnson, who has evaluated over 1,000 dental practices for buyers all over the country. Kathleen talks about what reports she looks at, why hygiene is important, what the team needs to look like, and all of the things buyers and sellers need to consider from a management perspective when getting ready to enter into a sales transaction. This episode is not only for dentists ready to buy or sell, but also for dentists in practice. Kathleen offers gems about how to make any practice successful, so you do not want to miss this valuable insight.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

 

Managing a Dental Office from the Perspective of a Doctor’s MBA Spouse

May 1, 2019

 

Barbara McGuire, Office Manager

John McGuire DDS

(562) 627-0075

Today, Art talks with his client Barbara McGuire, who manages her husband John’s dental office in Long Beach, California. Barbara worked for sixteen years in corporate America in the business world and brought her experience to her husband’s dental office. Barbara and Art talk about what she looks at from a business perspective, and how they have implemented CAD-CAM, sleep apnea, and medical billing into their practice. Barbara has amazing insights into what has made her husband’s patient-based practice very successful. Be sure to take notes as Barbara gives tons of tips she uses in her office that you can use in yours.

 

To hear more “The Art of Dental Finance” podcasts click here.

 

How To Build and Equip a World Class Dental Office

April 24, 2019

 

Bob Mothershead

Henry Schein Dental

Henry Schein Dental Equipment & Design Specialist · 818-516-2954

Art interviews his good friend Bob Mothershead, an Equipment and Dental Office Design Specialist with Henry Schein. Bob shares his experiences helping dentists build out and properly equip dental offices over his thirty year career. He provides tips to successfully build or expand, as well as mistakes to avoid. Art and Bob also discuss the most important equipment a dentist needs in his or her office. If you are looking at opening an office, already in practice and thinking of expanding, or looking for tips on how to have an office that patients love, this interview is for you.

 

To hear more “The Art of Dental Finance” podcasts click here.

 

Plug Profit Leaks with these Key Performance Indicators

April 17, 2019

 

Rick Willeford, CPA

DentaMetrix

rick@dentametrix.com

http://dentametrix.com/

Rick is the president of Dentametrix, Inc. He has developed an analytic dashboard program that allows dentists and their advisors to pull information out of their dental management software programs, helping them identify problem areas in their practices. Art and Rick will talk about watching numbers, which numbers to watch, and warning signs in the numbers In addition, they’ll expand on the real meat of what a dentist should be looking at, the three P’s: Patients, Production, and Profits. Rick is a wealth of knowledge, so make sure you have a pad of paper to record the many ideas he’ll provide to help plug those leaks where your practice may be losing profits.

 

To hear more “The Art of Dental Finance” podcasts click here.

 

Increasing Dental Hygiene Department Efficiency and Profitability

April 10, 2019

 

Rachel Wall, RDH, BS

Inspired Hygiene

www.InspiredHygiene.com

Today Art visits with Rachel Wall, the founder of Inspired Hygiene. Rachel is a hygiene consultant, trainer, and national speaker. Art and Rachel discuss what makes a successful hygiene program in a dental office, the importance of culture, how the doctor can support the hygiene department, and the ideal hygienist appointment schedule. Rachel shares some pearls of wisdom on verbal skills for the entire team to help both the hygiene department and the practice grow. Tune in to hear these impactful tips to improve your hygiene department.

 

To hear more “The Art of Dental Finance” podcasts click here.

Managing HR and Employee Issues in the Dental Office

April 3, 2019

 

Ali Oromchian

Dental & Medical Counsel, P.C.

ao@dmcounsel.com

www.dentalcounsel.com

In this episode Art talks with his good friend Ali Oromchian, a national speaker and lecturer. Ali’s company, HR For Health, helps over 2,000 dentists across the country with labor law compliance issues in the dental office. Art and Ali discuss topics such as:

    • The proper way to hire employees
    • The necessary forms and paperwork
    • What constitutes an appropriate employee handbook
    • How overtime rules work in the dental office
    • Tips when terminating an employee
    • The difference between an independent contractor and an employee

If you own or manage a dental office and handle human resource issues, be sure to listen to this podcast to glean essential information that can assist you in this important area of business.

Blog: https://www.dentalcounsel.com/dentalandmedicalblog

 

 

To hear more “The Art of Dental Finance” podcasts click here.

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Reducing Insurance Dependence in the Dental Office

March 27, 2019

 

Gary Takacs

Founder of the Thriving Dentist Show podcast

Gary@takacslearningcenter.com

During this episode Art spends the hour with the Godfather of Dental Podcasting, national speaker, and coach Gary Takacs. One of Gary’s passions is to help dentists rid themselves of contracting with insurance plans that costs practices 25-50% or more in gross revenues. Gary will tell the story of how he and his dentist partner bought a practice in Phoenix that was contracted with 33 plans, and in two years systematically eliminated all of the plans. He will explain his six step process for reducing insurance dependence in the dental office. Don’t miss this valuable, money-saving information!

 

 

To hear more “The Art of Dental Finance” podcasts click here.

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Tips for Efficient Management of a Dental Office

March 20, 2019

 

Sheri Nickerson

Nickerson Consulting

818-703-3047 · Sherri@nickersonconsulting.com

Art talks to his good friend Sherri Nickerson of Nickerson Consulting. Sherri has been in the dental field for over forty years and helps coach teams to improve practice profitability and enjoyment. She uses information from her clients’ dental computer software to pick out key performance indicators, which she and Art will talk through. Sherri will also discuss case presentation techniques, the importance of a morning huddle, and much more. Great tips for better practice management in this episode!

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Assessing Computer and Cyber Security Needs in a Dental Office

March 13, 2019

 

Ron Vesely

Arevtech Managing Technology

ron@arevtech.com

Art talks with Ron Vesely, founder and president of Arevtech, a technology and IT company dedicated to the dental profession. Art and Ron will discuss how to address a dentist owner’s cybersecurity and patient information protection, as well as what dentists need in their computer systems. Ron will also discuss common mistakes to avoid in setting up a dental practice computer system.

 

To hear more “The Art of Dental Finance” podcasts click here.

Social Media Marketing for Dentists

March 6, 2019

 

Rita Zamora

Rita Zamora Connections

www.ritazamora.com

On this episode of The Art of Dental Finance Art dives into the subject of social media marketing with one of the top experts in the country, Rita Zamora. They will review the five things social media managers want dentists to know, what works best, and how dentists who manage their own social media for their practices can be successful.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

Tips for Buyers and Sellers of dental practices

February 27, 2019

 

Ted Schumann, CEO, CPA, CBC, CFP®

The DBS Companies

www.thedbscompanies.com

Art visits with Ted Schumann, a member of the Academy of Dental CPAs and the founder and principal of DBS Companies located in Bay City, Michigan. He is a dental CPA and also a dental practice broker. This session will provide key information buyers and sellers need to consider when planning to purchase or sell a dental practice. Ted has over thirty years’ experience working with dentists and his insights on this topic are spot on.

 

To hear more “The Art of Dental Finance” podcasts click here.

Art’s Golden Rules

February 20, 2019

 

Art Wiederman, CPA

Host of The Art of Dental Finance Podcast

artwiederman@gmail.com

In this episode of “The Art of Dental Finance with Art Wiederman, CPA”, Art spends the hour explaining “Art’s Golden Rules”. These are rules of finance that will help dentists get on track to meet their personal financial goals while still enjoying life. Art talks about how much you should spend and save, making sure you invest wisely and, most importantly, being certain that you make financial decisions that will benefit the ones you love. Art tells a great story at the end that illustrates how all these rules add up.

 

 

To hear more “The Art of Dental Finance” podcasts click here.

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