Executive Practice Management™ Program for Dentists

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189 CEUs Tampa Bay area, FL Download Application Payment Terms What our cohort members are saying

“Bridging the knowledge gap from clinical dentist to business owner”

The Executive Practice Management™ Program for Dentists, offered by the University of Florida College of Dentistry, is designed to prepare dentists to become business owners and executive managers within their dental practices. The curriculum designed for this 13-month program focuses on the critical components of business ownership not taught within traditional dental education (DMD/DDS) programs. This program will equip you with the leadership tools that will dramatically enhance your practice success.

Upon completion of this program, students will have a significant understanding of:

  • Finance, financial management and financial planning
  • Overall practice operations, compliance and efficiencies
  • Human resources and staff management
  • Practice sales, marketing and systems



The Executive Practice Management™ Program for Dentists is a comprehensive academic program that bridges the knowledge gap from “clinical dentist” to “business owner.” This course consists of an extensive, hands-on, 13-month program with monthly meetings, as well as a supplemental online web course, Lynda.com tutorials and “eCommunity,” that is solely customized to dental practice management. With the goal of increasing dentists’ business acumen and skills, this innovative program teaches dentists the critical aspects of finance, operations and HR management. From buying, building or becoming an associate, to debt reduction through overhead control, and wealth accumulation for practice transitions; this program encompasses a business school curriculum customized to executive dental practice ownership.

Why this program is for you. Top 10 reasons people are registering:

  1. To obtain the business (legal, financial, operational) skills needed to run a practice.
  2. To obtain the leadership skills to be the best leader, manager and dentist to a team.
  3. To learn the efficiencies needed to purchase and run multiple practices.
  4. To acquire the knowledge needed to oversee numerous practices and manage associate dentists.
  5. To know as much as possible and avoid becoming a victim of embezzlement.
  6. To use as a ‘second profession’ in the later part of a dentist’s career.
  7. To have an alternative plan (and skills) ready when the physical challenges of dentistry prevent chairside work.
  8. To develop the business knowledge and skills to feel more secure, prepared and confident when starting a dental practice.
  9. To fill in the needed gaps with a formal business education that is not taught in dental school nor residency programs.
  10. To engage in a dental specific business-focused program that takes you from A to Z in a cost effective manner.

Topics within this 13-month course are divided into 13 modules with each module taught over one weekend per month. Instructional methods include lectures, hands-on workshops, guest lectures, and online supplemental learning between meeting dates. Dentists are pro-actively involved in the learning process and development of applicable projects/deliverables that can be implemented into their dental practices immediately. Concepts of basic accounting/bookkeeping, practice financials, employment law, social marketing, staffing, sales forecasting, dental leadership, communications, legal compliance, and wealth accumulation serve as primary content for this course.

Course Objectives:

Upon completion of this course, the successful student will be able to:

  • Define and understand the dental career opportunities and legal ownership types available to dentists.
  • Analyze and quantify the major costs and processes associated with building, buying or renovating a dental practice.
  • Develop an action plan for their targeted career path and goals
  • Demonstrate the ability to plan, estimate and develop a business plan, staffing plan, marketing analysis and plan, sales forecasting plan, practice budget, as well as employee, clinical and operating manuals.
  • Develop skills to analyze and control practice overhead, debt and equity.
  • Define and summarize their leadership role, personality style and communication skills, as a practice owner and employer.
  • Build a team that reflects and shares the practice mission, vision and goals.
  • Formulate and evaluate practice financial documents through the use of practice financial data and bookkeeping software.
  • Manage and track key practice trends, expenses, and overhead percentages as they relate to industry benchmarks.
  • Develop an expanded understanding of insurance plans, contracting, billing, coding, and the appeals process.
  • Identify, integrate and manage the requirements for federal, state and local compliance with employment law, OSHA, HIPAA, HITECH, MSDS, and Worker’s Compensation.
  • Gain an understanding of the legal requirements of dentists as employers and human resource managers.
  • Expand their understanding of the relationship between sound business practices and their impact on practice profitability.
  • Conduct a personal financial plan for wealth accumulation and retirement.
  • Establish a plan for retirement and the practice transitions process.


What Our Cohort Members Are Saying

EPM has transformed me as a leader and as a person.

Dr Driscoll’s teaching materials, readings, and in-class exercises were particularly influential and her one-on-one help is a valuable on-going resource that I have and will continue to utilize. I appreciated that Dr Driscoll had Canadian content tailored for me in every module of the course. I strongly recommend this course for all practice owners small or big and at various points of their careers. Escaping the winter once a month in sunny Florida was not bad at all!

Dr. Al Tarhuni, Canada


Continuing Education at UFCD wishes to express its appreciation to the following sponsors for unrestricted educational grants which helped make this course possible.

Marquee Sponsor Platinum Level Silver Level
  • Berryhill, Hoffman, Getsee, & DeMeola, LLC
  • Patterson Dental



Achievement of the final certificate of completion will consist of the timely and successful completion of activities, assessments, evaluations and each module’s deliverables within the assigned time frame. Due dates are listed within the course documents and schedule, as well as in the web course. Attendance at all 13 modules is required. Each monthly module is listed below.

Unless specified otherwise, all sessions start at 9 am with registration/ check-in at 8:30am.

Module 1 Topic: Dental Leadership and Personality Styles – October 12-14, 2018

Curriculum Focus:
  • Discussing the importance of dentists as leaders versus managers
  • Introducing various organizational and leadership theories
  • Identifying various personality styles, traits, and their impact on dental practice leadership
  • Assessing personality types through Myers-Briggs testing
  • Reviewing strategies for enhancing leadership
Individual Assignments:
  • Developing a leadership plan
  • Incorporating the MBTI Personality Profile into the leadership plan

Module 2 Topic: Dental Communication and Team Building – November 3-4, 2018

Curriculum Focus:
  • Identifying the communication models and theories
  • Illustrating barriers to successful communication
  • Correlating communication skills with productivity and team building
  • Identifying strategies to interview, hire and build a motivated team
  • Communication skills for managing patients and staff
  • Enhancing communication skills through role playing and oral presentations
  • Identifying communication skills needed for conducting performance evaluations, conflict resolution sessions, and improvement plans
  • Assessing team building activities and incentive programs
  • Evaluating key aspects of successful teams
Individual Assignments:
  • Oral presentations and role playing activities
  • Developing an action plan for team building
  • Completing a Communication Self-Analysis and Plan

Module 3 Topic: Build, Buy or Become an Associate/Employee – December 1-2, 2018

Curriculum Focus:
  • Presenting the different types of career opportunities for dentists
  • Defining the different types of practice ownership options and their associated tax benefits vs. liability exposure
  • Illustrating and comparing the differences between being an associate vs. employee status
  • Discussing the process and components of financing a practice purchase, renovation or build out
  • Estimating major costs and expenses associated with a practice purchase, renovation or build out
Team-Based Assignments:
  • Written goal setting for future career choice
  • Planning and estimating either a 1. Purchase, 2. Renovation or 3. Build out
  • Building and populating a Decision Matrix in Excel
  • Final paper to encompass the above three assignments

Module 4 Topic: Business Plan 101 – January 12-13, 2019

Curriculum Focus:
  • Identifying the purpose and use of a Business Plan
  • Presenting the different spreadsheets used in a Business Plan
  • Illustrating the origins of the spreadsheet’s content
  • Reviewing the different sections of a thorough Business Plan
  • This module includes the option for a dentist’s administrator to attend with the dentist for an additional fee of $549
Team-Based Assignments:
  • Completing the worksheets needed for the spreadsheets
  • Populating the spreadsheets into the dental Business Plan
  • Completing the written sections of the dental Business Plan
  • Incorporating both spreadsheets and written sections into the final dental Business Plan

Module 5 Topic: HR & Staffing Your Practice – February 9-10, 2019

Curriculum Focus:
  • Evaluating HR (Human Resources) and the staffing needs for different practices
  • Estimating cost of staff positions, salaries, benefits and compensation packages
  • Presenting various dental staffing job descriptions, functions, duties and responsibilities
  • Viewing and conducting a current market analysis for staff positions
Team-Based Assignments:
  • Clarifying needed staff positions, functions and responsibilities
  • Estimating the cost of the defined staff compensation package
  • Developing documented job descriptions
  • Creating a Practice Staffing Plan encompassing all components from the above assignments

Module 6 Topic: Practice Financials and Quickbooks – March 2-3, 2019

Curriculum Focus:
  • Installing and operating Quickbooks software
  • Presenting basic bookkeeping and accounting concepts
  • Introducing and reviewing the purpose of financial statements
  • Illustrating the tracking of accounts payable and receivables, payroll, production and collections
  • Interpreting a practice’s financial data and statements
Team-Based Assignments:
  • Setting up a dental practice in Quickbooks financial software
  • Posting financial data for a practice’s revenue and expenses
  • Creating, analyzing and reporting on the correlated financial statements

Module 7 Topic: Operational Overhead and Insurance – April 6-7, 2019

Curriculum Focus:
  • Analyzing operational costs through software tracking tools
  • Determining the percentages and ratios needed for financial viability and growth
  • Presenting and tracking practice overhead using MS Office tools and practice software
  • Correlating overhead control with increased profitability and practice equity
  • Illustrating the impact of overhead control on debt reduction
  • Evaluating the dental insurance contracting process and options
  • Analyzing fee and reimbursement structures
  • Understanding the components of successful dental insurance coding, billing and appeals processes
  • Introducing dental insurance billing systems as a team-focused activity
  • This module includes the option for a dentist’s administrator to attend with the dentist for an additional fee of $549
Team-Based Assignments:
  • Creating a practice insurance plan for plans accepted, with methods for tracking and maintaining the insurance processes
  • Developing a practice financial plan for overhead control, debt reduction and equity building
  • Defining tools, resources, and staff responsibilities needed for implementing and maintaining both plans (insurance and financial)

Module 8 Topic: Marketing Plan 101 – May 4-5, 2019

Curriculum Focus:
  • Presenting sales, marketing and promotional concepts and theories
  • Reviewing contemporary marketing strategies and costs
  • Discussing the components of a marketing plan
  • Identifying the key aspects of target marketing and social media
  • Illustrating the purpose of conducting a SWOT analysis
  • Evaluating methodology for tracking marketing efforts
  • This module includes the option for a dentist’s administrator to attend with the dentist for an additional fee of $549
Team-Based Assignments:
  • Creating a marketing budget
  • Developing a marketing plan with implementation Timeframes

Module 9 Topic: Employment Law and Employer Compliance – June 1-2, 2019

Curriculum Focus:
  • Presenting the federal, state and local employment laws that dentists are required to comply with as employers
  • Identifying additional Dental Practice Act regulations and Florida statutes that impact dental practice management
  • Reviewing compliance methodology and strategies
  • Discussing legal risks, turnover costs, and litigation fees and consequences
Team-Based Assignments:
  • Create risk minimization strategy
  • Develop legal compliance strategy

Module 10 Topic: The Practice Employee Manual and Your Practice Operating/Clinical Manual™ – July 13-14, 2019

Curriculum Focus:
  • Reviewing legal issues and trends within dental practices
  • Identifying the purpose, need and importance of an updated employee manual and operating/clinical manual
  • Illustrating the criteria and requirements of a legally compliant employee manual and operating/clinical manual
  • Introducing arbitration and mediation clauses as alternative dispute resolution addendums within employee manuals
  • Discussing the purpose and need for an operating and clinical manual that reflects your practice’s specific protocols and procedures
  • This module includes the option for a dentist’s administrator to attend with the dentist for an additional fee of $549
Team-Based Assignments:
  • Creating the practice employee manual and operating/clinical manual
  • Developing an implementation and annual review strategy

Module 11 Topic: OSHA, HIPAA, HITECH Act and Omnibus Rules™ – August 3-4, 2019

Curriculum Focus:
  • Reviewing the updates and requirements of OSHA, HIPAA, and the HITECH Act
  • Maintaining compliance with documentation systems, education, and annual training
  • Addressing the purpose and procedures required for maintaining MSDS, injury and needlestick logs
  • Identifying Worker’s Compensation issues and practice safety protocols
  • Identifying the key components of the HITECH Act and Omnibus rules that impact practice management processes
  • Evaluating strategies for required safety, security and privacy protocols
  • This module includes the option for a dentist’s administrator to attend with the dentist for an additional fee of $549
team-Based Assignments:
  • Developing a training schedule and action plan for OSHA and HIPAA requirements

Module 12 Topic: Wealth Accumulation and Your Personal Financial Plan™ – September 14-15, 2019

Curriculum Focus:
  • Introducing the time value of money
  • Addressing barriers to wealth accumulation
  • Reviewing retirement planning programs implemented through the practice
  • Presenting financial planning, financial planners and financial brokers
  • Quantifying wealth accumulation
Individual Assignments:
  • Developing a personal financial plan

Module 13 Topic: Planning for Retirement and Practice Transitions™ – October 4-5, 2019

Curriculum Focus:
  • Presenting strategies for retirement
  • Evaluating key components that enable retirement
  • Discussing the financial principles needed for retirement
  • Addressing the methodology for valuing a practice
  • Reviewing the legal requirements for releasing patients
  • Discussing end of career options
Optional Assignment Due to Program Graduation:
  • Develop a personal retirement plan to include the goals for practice transitions



Dr. Annelise Driscoll

Annelise Ydstebo Driscoll, MBA, PhD

  • Dr. Driscoll is an accomplished Educator, Administrator, Researcher, Published Author 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, in the area of HPV-related oral cancer and oral systemic correlations.
  • 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.”

Application and Fees

  • This program has been approved for tuition payment under the Post-911 GI bill – please call Vada Cook at 888-550-4590 for details.
  • CDP alumni receive a $500 discount off the total fee.

Each candidate must submit a formal application to the College of Dentistry for acceptance into the program. That application must be approved by the Executive Practice Management™ Program Director before the candidate is permitted to enroll in the Executive Practice Management™ Program.

The tuition for the 13-month Executive Practice Management™ Program (189 contact hours) is $17,905.00.* Payment of fees may be handled in one of two ways**: The full tuition may be paid in advance, or a non-refundable deposit of $2,500 is due within 2 weeks of acceptance of the application into the Program plus first module payment of $1,185 is due one month after deposit due date, but no later than September 1, 2017, followed by 12 interest-free consecutive monthly payments of $1,185 each beginning October 1, 2017.

Candidates will be provided a Materials List, for items they will need to purchase and bring to class meetings. Students will need a laptop computer for use during and after classes. Hardware specifications and software requirements will be provided to each applicant, along with a basic supplies list for course materials.

*The tuition may be tax deductible; dentists are encouraged to speak to their accountants.

**Please contact us for information on other financial options and longer term financing.


  • Course #: EPM7
  • Dates: October 2018 – October 2019
  • Fri – Sun: 9 a.m. – 5 p.m. (Breakfast and Networking lunch are included)
  • Location: Tampa Bay area, FL
  • Tuition: $17,905.00
    • Payment Terms
      • Full payment at time of acceptance.
      • Payable with a non-refundable initial deposit of $2,500 and $1,185 monthly attendance fees.
      • This program has been approved for tuition payment under the Post-911 GI bill – please email ce@dental.ufl.edu or call 352-273-8480 (toll-free 888-550-4590) for details.


University Partnership Center
at St. Petersburg College

Pharmacy Building
9200 113th St. N
Seminole, FL 33772


Questions? Call toll free 1-888-550-4590 or 352-273-8480