Stop the Financial Bleeding: Sealing the Hidden Inefficiencies in Your Practice

About this Seminar

Even successful practices can quietly lose money due to inefficiencies, underutilized capacity, ineffective supplies management, and poor capital expenditure planning. This high-impact session is tailored for dentists who suspect their practice could be more profitable but aren't sure which financial and operational metrics to focus on or how to fix them. A panel of experienced professionals will break down the most common (and costly) financial missteps seen in dental offices today such as.

Learning Objectives:

• How to identify operational inefficiencies that erode your margins


• Which financial and operational metrics are driving your practice


• Real-world examples of how small adjustments lead to major gains in profitability


• Strategies to improve efficiency and boost revenue

Who should attend:

Dentists who want to boost profitability, eliminate waste, and take a proactive approach to long-term financial resilience.

Presenters

About Shane Dewling, BA, CFP®, FMA®

Investment Planning Advisor, CDSPI Advisory Services Inc.

Shane Dewling is an Investment Planning Advisor who holds the CFP® and FMA® designations as well as a Bachelor of Arts degree. Shane has 20+ years of experience working with high-net-worth clients in the areas of tax planning, estate planning, retirement, and wealth management. Shane also has expertise helping dentists leverage their business assets through the incorporation or sale of their dental practice.

About Cindy Chiu, CIP

Professional Insurance Advisor, CDSPI Advisory Services Inc.

Cindy Chiu is an Insurance Advisor who holds the CIP designation and a Diploma in Human Services Administration. Cindy provides professional and personal insurance advice to Canadian dental professionals and their families. She began her career with one of the largest insurance companies and has 20+ years of industry experience progressing in roles with increasing responsibility.