03-13-26 – Practice Management & Business Finances & Risk Management
Price range: $0.00 through $295.00
March 13, 2026
AM Course Title – Practice Management & Business Finances
Presented By – Corey Bashore
PM Course Title – Risk Management, HIPAA, Professional Boundaries & Abuse Prevention, and Dentistry in the World of Artificial Intelligence & Social Media
Presented By – Attorney Evan Sampson (Post & Schell)
Course Time – 8:00 am – 4:00 pm
Credits – 7 CE credits (4- AM, 3 – PM)
Location – Harrisburg Country Club – 401 Fishing Creek Valley Road, Harrisburg, PA
AM Course Description –
Practice Management & Business Finance
• Tax strategies for dental practices (deductions, equipment purchases, and entity structure)
• Understanding and managing practice cash flow
• Debt management for dentists: practice loans, equipment financing, and student debt
• Transitions: buying, selling, or merging a dental practice
• Valuation: how much is your practice really worth? Retirement & Wealth Planning
• Building wealth beyond the practice: retirement plan design for dentists (401k, cash balance plans, etc.)
• Exit planning: maximizing value when it’s time to retire or sell the practice
• Tax-efficient retirement income strategies
• How dentists can create ‘work-optional’ financial independence Risk Management & Protection
• Protecting your practice and personal wealth (insurance strategies: disability, life, malpractice, buy-sell)
• Estate planning for dentists: protecting family and practice legacy
• Cybersecurity and fraud protection for dental practices Investments & Personal Finance
• Investment strategies tailored to busy professionals
• Behavioral finance: avoiding common money mistakes dentists make
• Balancing practice reinvestment vs. personal wealth building
• Navigating the economy and markets: what dentists need to know now Special Interest Topics
• Financial planning for young dentists: crushing debt and building wealth early
• The unique challenges female dentists face in wealth planning
• Charitable giving strategies and community impact for dentists
• Tax law updates: what’s changing and how it affects dental practices
PM Course Description –
Ethics for the Practice of Dentistry
- Course Description – This course will serve as an introduction into key ethical principles and standards of conduct that govern the practice of dentistry. The course will be structured around the American Dental Association Principles of Ethics and Code of Professional Conduct, and discuss in detail the topics of patient autonomy, nonmaleficence, beneficence, fairness and truthfulness. The course will also discuss the interactions between the ADA Code of Ethics with laws that apply to the practice of dentistry. The course is designed to introduce dentists and their staffs to ethical quandaries that are commonly faced by dental practices, and tools to help resolve these problematic situations.
- Course Objectives – Upon the completion of this course, the dental professional should be able to:
- Understand key concepts associated with informed consent and patient confidentiality
- Recognize common ethical and legal issues concerning the supervision of hygienists and dental assistants
- Recognize common ethical and legal issues concerning the termination of the doctor-patient relationship
- Understand laws prohibiting discrimination and mandating reporting of misconduct or impairment on the part of other dentists
- Recognize common areas of fraud, waste, and abuse
HIPAA For Dentists – Patient Privacy in the Age of Artificial Intelligence, Cloud Storage, and Social Media
- Course Description – This course will serve as an introduction into Health Insurance Portability and Accountability Act of 1996, better known as HIPAA. The course will be structured around four components of HIPAA: (1) the Privacy Rule; (2) the Security Rule; (3) the Breach Notification Rule; and (4) Enforcement by the Office of Civil Rights. The course will discuss the identification of protected information, permitted uses and disclosures of patient information, patient rights, provider obligations, breach notification protocols and more. The course will provide tools to dental offices to recognize common privacy/security risks and resources to mitigate risk, especially around emerging technologies and trends, including cloud-based storage solutions, social media, and artificial intelligence.
- Course Objectives – Upon the completion of this course, the dental professional should be able to:
- Understand which entities and patient information are protected under HIPAA
- Understand how protected patient information may be used or disclosed, and who may access the information
- Implement administrative, physical and technical safeguards to protect patient information
- Understand how to respond, in the event of a privacy breach
- Recognize and address common privacy risks associated with dental practices
Fraud, Waste, and Abuse – What They Don’t Teach You in Dental School
- Course description – Federal and state laws significantly impact dental practices by ensuring accurate billing practices, ethical marketing efforts, and compliant business structures. Failure to abide by these laws can result in fines, disciplinary actions, civil lawsuits, and even criminal sanctions. This course will use real world case studies to offer dentists and their staffs tools to protect their practice, patients, and professional licenses from legal and financial risks associated with applicable fraud, waste, and abuse laws.
- Course Objectives – Upon the completion of this course, the dental professional should be able to:
- Understand some of the key laws and legal concepts that exist at the federal and state levels that govern billing and marketing laws, as well as unlawful business relationships.
- Recognize scenarios that place the dental professional at risk of violating the law.
- Implement practices that mitigate the dental professional’s risk from violating applicable laws.
Introduction to Employment Laws and Concepts
- Course Description – This course will serve as an introduction into employment laws that any dentist will encounter while operating his or her own office. The course will be structured around the five areas of employment law: (1) Wage and Hour Laws; (2) Anti-Discrimination Laws; (3) Laws Governing Workplace Health and Safety; (4) Employee Benefit Laws; and (5) Labor Relations Law. The course will touch on each stage of the employment relationship, from Hiring to On-Boarding to Termination. The course will provide tools to a dentist and his or her management staff to address problematic employment issues and resources to mitigate risk around employee disputes.
- Course Objectives – Upon the completion of this course, the dental professional should be able to:
- Understand some of the major federal laws that govern employer-employee relationships in the United States
- Distinguish between concepts that are often misunderstood in the employment arena, such as Exempt and Non-Exempt employees and W2 Employees and 1099 Independent Contractors
- Implement best practices to on-board, discipline, and terminate employees
- Understand common provisions in Employment Agreements
- Understand key concepts concerning anti-discrimination and leave
Speakers –
Corey Bashore
Evan Sampson, Attorney (Post & Schell)
Evan Sampson is Counsel with Post & Schell, P.C. in the firm’s Health Care Practice Group, where he advises dentists and dental organizations on a broad range of regulatory, transactional, and litigation matters. Mr. Sampson brings over a decade of experience in both in-house and outside counsel roles, counseling clients on complex regulatory frameworks, including the Stark Law, the Anti-Kickback Statute, the False Claims Act, corporate practice of dentistry rules, HIPAA privacy issues, Medicare and Medicaid compliance issues, overpayment resolutions, and voluntary self-disclosures under OIG and CMS protocols. In the transactional space, Mr. Sampson has provided diligence and structured agreements for mergers, acquisitions, private equity investments, and management service arrangements. Mr. Sampson’s experience includes serving as the General Counsel to the largest dental support organization in New Jersey and a Senior Privacy/Compliance Officer for the largest municipal hospital system in the country. Mr. Sampson currently serves on the Board of Directors and as a Member of the Regulatory Committee of the Health Law Section of the New Jersey State Bar Association.
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