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Tips on CFO consulting with Dentists

  • Accountant
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

As a dental professional, you know it takes more than just money to run a successful practice. Reinvesting in your practice and helping it grow requires time, commitment, and money. As a dental practitioner, you want to spend your time seeing patients, not developing the best marketing strategy and optimizing the back end of the business. Fortunately, you can ensure things go smoothly in your practice without interrupting patient care or spending an exorbitant sum hiring a full-time dental CFO.

As a company that specializes in CFO consulting exclusively for dentists, we’ve worked with hundreds of dental practice owners all over the US. If you’ve worked closely with dentists who own their practice, you know that it can be a challenge to provide consulting advice that leads to action. Dentists are hard-working, intelligent, and driven business owners. But they are also confrontation-averse, hyper-analytical, and avoid risk like the rest of us avoid going to the dentist! 

In this CPE webinar, we’ll review three key financial elements that help break down the practice’s financials—the way the dentist wants to see them—so they can make quicker, more informed decisions. 

With the help of this CPE Finance course, you’ll be able to provide a level of insight into their practice that nobody else has ever shown them—and the best part is you can use them universally across all your business clients.

If you’re interested in adding fixed-fee advisory income to your firm, this CPE webinar is for you.

Learning Objectives

  • To discuss financial concepts and principles of a dental practice.
  • To analyze three key financial elements that help break down the dental practice’s financials.
  • To explain to dentists how they can make quicker, more informed decisions.
  • To discuss the importance of CFO in dentists who own their practice.

Recommended For

  • This CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CIPM, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, CFOs, and other Finance Professionals who want to learn Tips on CFO consulting for Dentist.

Who Should Attend?

  • Certificate in Investment Performance Management
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Finanical Analyst
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Finance for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Daniel Richards

Founder, CFO Dental Partners

Daniel Richards founded CFO Dental Partners in 2015.  Headquartered in Eagle, ID; CFO Dental Partners provides outsourced CFO and accounting services exclusively for US-based privately owned dental practices.  He and a team of 12 support over 50 practices across the country and consult for study groups and associations nationwide.  He has been published in Dental Economics, a dental magazine that reaches over 100,000 dentists.  He currently resides in Meridian, Idaho with his wife and 5 children.  He also loves to golf, run, and is a big-time foodie.

About Company

CFO Dental Partners

www.cfodentalpartners.com/

Provide business support and practice intelligence for dental practices. We help the practice get stronger by getting simpler. Become more efficient, goal-driven, and high-functioning by creating REAL-TIME financial and operational data for the practice and seeing it in a format that actually makes sense!

Services include:

  • Full-charge bookkeeping and payroll
  • Time & Attendance oversight, new hire onboarding
  • Controller-level analysis
  • CFO consultation

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Tips on CFO consulting with Dentists

PREMIUM

1 Credit

Subject Area

Finance

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