Preparing for Success in Advance (A Hands-on Workshop)

New Course

Course Description

While the demand for Associates has grown tremendously in the last few years, more than 70% of Associateships in dental practices still fail. Knowing when, where, and how to take on, or become, an Associate can be overwhelming. Creating a win-win strategy begins with the end in mind and creating goals for the Associateship. Failure to plan in advance can cost the senior dentist and/or new dentist a significant loss of time, resources, and ‘stomach lining’. This full day hands-on workshop will demystify the process, focus on the understanding, planning, and developing aspects for successful Associateships, from inception to potential buy-out. Sample Associate agreements will be reviewed and utilized to support the information presented in this workshop-style course, along with planning sheets and handouts. This course is designed for dentists wanting to offer an Associateship in their practice as well as dentists wanting to become an Associate.

Course Objectives

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

  • Develop the time frames, purpose & goals for Associateships
  • Establish the planning process and financial aspects of Associateships
  • Determine the correct IRS classification for the position: Employee vs. Independent Contractor
  • Review the negotiation process and develop a communication strategy for the agreement 
  • Establish the associate compensation structure and restrictive covenants/ Clauses for the practice location
  • Understand the buy-in and sell-out conditions for a dental practice transition
  • Illuminate strategies for a win-win negotiation process to reduce the risk of a failed Associateship


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)
  • Administrator’s Fee (attending with their dentist): $149 (Early Bird) / $199 (Regular Fee)
  • Networking lunch included
Dates Location Course # AGD
April 24, 2020 Gainesville, FL 200278 550

***NOTE: New cancellation policy effective January 1, 2019