Associateships: When is it Time, Where to Begin and How to Make it Successful

New Course

Course Description

70% of Associateships in dental practices between senior dentists and new dentists fail. In any other industry, this would be unacceptable. Knowing when, where, and how to take on an Associate can be overwhelming. Failure to plan accordingly can cost the senior dentist and/or new dentist a significant loss of time, resources, and ‘stomach lining’. This full day course will provide the foundation for senior/new dentists to understand the process of creating successful Associateships. Sample Associate agreements will be utilized to support the information presented in this workshop-type course, along with planning sheets and handouts.

Course Objectives

At the completion of the course participants will be able to:

  • Understand the appropriate time frames, reasons & goals for Associateships
  • Minimize the risks of failed Associateships
  • Establish the planning process and financial aspects of Associateships
  • Determine the IRS status for the position: Employee vs. Independent Contractor
  • Understand the communication and negotiation process for the agreement or contract
  • Establish the compensation structures and restrictive covenants/clauses
  • Understand the buy-in and sell-out conditions for a dental practice transition
  • Illuminate strategies for a win-win negotiation process


Course format includes interactive discussions, lecture, handouts and worksheets to complete. Enrollees will discuss their current situations regarding need for an associateship or need for taking on an associate.


Dr. Annelise Driscoll

Annelise Ydstebo Driscoll, MBA, PhD

  • Dr. Driscoll is an accomplished Educator, Administrator, Researcher and Consultant with approximately 30 years’ experience in Health Care. She brings with her an extensive background in oral health and dentistry.
  • Dr. Driscoll has been in the Healthcare Administrative field for 25 years in private, public and corporate practices of different sizes, before transitioning to 10 years of academic teaching, research, public speaking, published author and peer-reviewed journal editor, and consultative project development in a health executive capacity.
  • She completed her Executive MBA from the University of Central Florida, College of Business and her PhD in Public Affairs/Healthcare Administration at UCF’s College of Health and Public Affairs.
  • Having spent the majority of her career integrally involved in the business side of dentistry, Dr. Driscoll has a strong passion for providing comprehensive, contemporary, and applicable education to assist dentists in protecting their dental practices and assets.
  • Dr. Driscoll is a full time faculty member in the Restorative Dental Sciences Department and the founding Director/Instructor of the Executive Practice Management™ Program for Dentists at the University of Florida, College of Dentistry.
  • In addition to teaching DMD students, Residents, and developing the Executive Practice Management™ curriculum at the University of Florida, College of Dentistry, Dr. Driscoll taught at the University of Central Florida, College of Health and Public Affairs in the Health Professions/Health Informatics Management Department.
  • She has worked collaboratively as an Affiliate Assistant Professor of Research at the University of South Florida, College of Public Health, Community and Family Health Department.
  • She has also built both the FSU Dental Center (Consultative Project) & the UCF Dental Center (Consultative Project then Founding Director of Dental Services).
  • Practice Management Systems, Dr. Driscoll’s personalized consulting firm, specializes in large-scale dental facility design, build out and operational projects, one-on-one consulting for dentists on Practice Legal Compliance, Operating Systems Development, and Dental Financial Systems Overhaul for Profit Maximization.
  • She has approximately 800 copyrighted works/systems on file with the US Library of Congress’ Copyright Office.

Financial Disclosure

“Neither my immediate family nor I have any financial interests that would create a conflict of interest or restrict my independent judgment with regard to the content of this course.”

Continuing Education Units

7 CEUs; lecture

AGD# 550


  • Dentist Fee: $299 (Early Bird) / $349 (Regular Fee)
  • Auxiliary Fee (attending with their dentist): $149 (Early Bird) / $199 (Regular Fee)
    • Team Discount Available
  • Networking lunch included

Team Discount available Team Discount Available

Dates Location Course # AGD
July 21, 2017
Friday: 9 am – 5 pm
Patterson Dental – Ft. Lauderdale  180027 550
April 13, 2018
Friday: 8:30 am – 4:30 pm
Patterson Dental – Tampa 180279 550

Continuing Dental Education at UFCD expresses appreciation to Patterson Dental for unrestricted educational grants, which helped make this course possible.