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2024-25 Program
Day 1
Day 1 - Lecture 1:
After first defining substance use disorder (SUD), pain and addiction medicine expert, John F. Dombrowski, MD, FASA, reviews the medical, addiction, and legal risks of treating current and past SUD patients and then explores the presentation and proper management of this population. Areas covered include specific risks and the patient risk spectrum, proper documentation, methadone, the VIGIL protocol, preoperative assessment, multimodal treatment, buprenorphine, acute pain management, opioid tolerance, urine drug screening and false positives, and more.
51 minutes
John F. Dombrowski, MD, FASA
is a practicing anesthesiologist with a special interest in pain and addiction. He received his anesthesiology training at Yale University in 1993 and is board certified in both anesthesiology, pain medicine and addiction medicine. Dr. Dombrowski is principal of The Washington Pain Center and medical director of several Medication Assistant treatment programs. Dr. Dombrowski is the past secretary to the American Society of Anesthesiology and the current president of the DC and Maryland Society of Addiction Medicine. He is a frequent speaker and commentator on pain management and addiction treatments.
You may contact Dr. Dombrowski at (202) 362-4787, or by email at drjohn@dcpaindoc.com
Day 1 - Lecture 2:
Practice financial health directly impacts practice efficacy, culture and economic viability, as well physician stress and well-being. Healthcare practice financial consultant, Carole Foos, CPA, offers a comprehensive review of the metrics, analyses, and strategies necessary to understand to ensure financial stability and success. Topics covered include key financial ratios, cash flow management and statements, profitability metrics and indicators, and process implementation strategies.
51 minutes
Carole C. Foos, CPA
is a partner in OJM Group, a physician focused financial planning and asset management firm and a Certified Public Accountant (CPA) offering tax analysis and tax planning services to the firm's clients. Ms. Foos has over 25 years of experience in accounting, tax planning and financial consulting. She is a co-author of numerous books for physicians, including Wealth Management Made Simple and Wealth Planning for the Modern Physician: Residency to Retirement. Ms. Foos has authored numerous articles and presented many lectures, webcasts, and podcasts on tax planning and wealth management.
You may contact Ms. Foos with any questions or comments at (513) 309–3946 or by email at carole@ojmgroup.com
Long-time AEI seminar faculty members David Mandell and Carole Foos -- and their partners at OJM Group -- have recently released their newest financial resource Wealth Strategies for Today’s Physician: A Multi-Media Playbook. The Playbook’s innovative format features over 250 pages of text, complemented by more than 90 links to video and podcast episodes to enhance the reader’s learning experience. AEI members can click here to get a free print copy or ebook download!
Day 1 - Lecture 3:
Board certified orthodontist and partner in Luccarelli and Barrese Orthodontics, Steven J. Luccarelli, DDS offers a comprehensive, two-part discussion of the top 10 orthodontic techniques, utilizing TADS, extraction and implants, or Invisalign, which can minimize or avoid surgery in those difficult cases where surgical treatment is not desired or simply not an option. Part 1 explores open bite correction, changing profiles and lip posture, addressing missing teeth while avoiding implants, gummy smile corrections, and forced eruption to reduce graphing.
52 minutes
Steven J. Luccarelli, DDS
is a American Board of Orthodontics-certified orthodontist and has been a Clinical Professor of Orthodontics at Columbia University for the past 35 years. He has received several awards including the Outstanding Achievement Award by the International College of Dentistry, and the Columbia Excellence in Clinical Operative Dentistry Award. Dr. Luccarelli is a member of the OKU Dental Honor Society and has lectured across the country and internationally on topics including Invisalign, Modern Orthodontic Advancements, and Laser Guided Orthodontics.
You may contact Dr. Luccarelli with your questions or comments by email at steveluccarelli@gmail.com
Day 1 - Lecture 4:
40-year practitioner and practice consultant, Steven M. Katz, DMD, MAGD, takes a holistic look at the role of dental hygienists and their financial and patient care impact on practice success. Aspects of an effective hygiene program explored include value creation, disease screening, connecting oral and systemic health, perio diagnosis and perio charting, benefit scripting, insurance processing, patient-centric verbiage, intra-oral photography, laser bacteria reduction, scanning and 3D technology, and more.
57 minutes
Steven M. Katz, DMD, MAGD
had a thriving private practice and then experienced a series of setbacks, including two years of disability. A student of practice management techniques and a recipient of a degree in Business and Finance, he implemented a number of goals and strategies which enabled him to triple the revenue of his practice in just a few years. Dr. Katz founded Smile Potential Dental Practice Coaching to help his professional colleagues optimize their practices’ culture and systems. He is a Master of the Academy of Dentistry, a Fellow of the International College of Dentists, and an Attending at North Shore University Hospital. Dr. Katz was also team dentist for the New York Jets for 10 years, a dental consultant to Fox News, a recipient of multiple speaking awards, and is the author of They Didn’t Teach Us THAT in Dental School.
You may contact Dr. Katz with your questions and comments at (516) 524-7573, or by email at DrKatz@smilepotential.com
Day 2
Day 2 - Lecture 1:
Oral pathology clinician and instructor, Robert D. Kelsch, DMD, reviews the pathology, diagnosis and management of oral ulcerative conditions including aphthous ulcerations, traumatic and factitial ulcers, herpes simplex virus infections, lichen planus, and vesiculobullous disease such as pemphigus vulgaris, pemphigoid, and erythema multiforme.
50 minutes
Robert D. Kelsch, DMD
is a specialist practicing clinical and microscopic oral & maxillofacial pathology, and Director of Clinical Oral Pathology in the Division of Oral Pathology of the Department of Dental Medicine at Northwell Health. He is associate professor in the Departments of Dental Medicine and Pathology and Laboratory Medicine at the Zucker School of Medicine at Hofstra/Northwell. Dr. Kelsch is also an attending physician at several area hospitals and holds numerous advisory council, consultant and course director positions at medical foundations, medical centers and professional organizations. He is a Fellow of the American Academy or Oral and Maxillofacial Pathology where he was a member of its executive council and chair of several committees. Dr. Kelsch is a Director of the American Board of Oral and Maxillofacial pathology, an editor at several medical and dental journals, the recipient of a number of professional awards and prolific writer and speaker.
You may contact Dr. Kelsch with your questions and comments at 718-470-7341, or by email at rkelsch@northwell.edu
Day 2 - Lecture 2:
Founder of wealth management firm, OJM Group, David Mandell, JD, MBA, offers practical advice for enhancing the economic viability, stability, and value of the professional practice. Mr. Mandell first discusses the propriety, efficacy, and cost effectiveness of qualified retirement plans, as well as techniques for selecting the right personal and professional financial advisor. He then explores practice merger and acquisition opportunities and looks at practice value optimization, transaction fit, the proper advisory team, the private equity buyer, and the post-sale or merger reality.
57 minutes
David B. Mandell, JD, MBA
is a practicing attorney in The Law Offices of David B. Mandell, PC, and a principal of the doctor focused wealth management firm OJM Group, LLC. He specializes in risk management, asset protection, and financial planning and has authored a number of books for doctors including his latest, Wealth Strategies for Today’s Physician: A Multi-Media Playbook. His articles have appeared in over 100 publications, including over 30 medical specialty journals, and he has addressed many of the nation's leading medical conferences.
Mr. Mandell holds a bachelor's degree from Harvard University from which he graduated with honors, a law degree from the UCLA School of Law where he was awarded the “American Jurisprudence Award” for achievement in legal ethics and earned his MBA from UCLA'S Anderson School of Management.
You may contact Mr. Mandell with any questions or comments at (877) 656–4362 or by email at mandell@ojmgroup.com
Long-time AEI seminar faculty members David Mandell and Carole Foos -- and their partners at OJM Group -- have recently released their newest financial resource Wealth Strategies for Today’s Physician: A Multi-Media Playbook. The Playbook’s innovative format features over 250 pages of text, complemented by more than 90 links to video and podcast episodes to enhance the reader’s learning experience. AEI members can click here to get a free print copy or ebook download!
Day 2 - Lecture 3:
Clinical associate professor and practicing orthodontist, Steven Luccarelli, DDS, returns to complete his exploration of the top 10 techniques for dealing with difficult patient circumstances which either minimize surgery or avoid it altogether through approaches utilizing TADS, extraction and implants, lasers, or Invisalign. Covered in this presentation are laser usage, impacted second molars, Class III non-surgical correction, missing laterals, and rescuing hopeless impactions.
60 minutes
Steven J. Luccarelli, DDS
is a American Board of Orthodontics-certified orthodontist and has been a Clinical Professor of Orthodontics at Columbia University for the past 35 years. He has received several awards including the Outstanding Achievement Award by the International College of Dentistry, and the Columbia Excellence in Clinical Operative Dentistry Award. Dr. Luccarelli is a member of the OKU Dental Honor Society and has lectured across the country and internationally on topics including Invisalign, Modern Orthodontic Advancements, and Laser Guided Orthodontics.
You may contact Dr. Luccarelli with your questions or comments by email at steveluccarelli@gmail.com
Day 2 - Lecture 4:
Dental professional liability suits invariably allege breach of the standard of care and/or failure to obtain informed consent. Dental transaction and risk management specialist, attorney and orthodontist, Eric J. Ploumis, DMD, JD, looks closely at the elements of both requirements, the implications of their breach and ways to ensure they are satisfied. Issues discussed include scope of practice, legal definitions of both standards, exceptions to the informed consent requirement, competency to grant consent, supplemental informed consent, informed refusal, ADA and AAO Clinical Practice Guidelines, jury instructions, collateral consequences of malpractice liability, and the role of dental records.
54 minutes
Eric J. Ploumis, DMD, JD
is an attorney, orthodontist, Adjunct Clinical Associate Professor in Graduate Orthodontics at New York University College of Dentistry, and clinical attending faculty at Wyckoff Heights Hospital Pediatric Residency Program. His legal practice as of-counsel with Rivkin Radler, LLP focuses on the business and transactional issues related to the practice of dentistry including practice transitions, partnership and employment agreements, office leases and the defense of allegations of professional misconduct. Dr. Ploumis also maintains a practice in orthodontics in New York City, has contributed to many dental journals and is a frequent national speaker on dental-legal topics.
You may contact Dr. Ploumis with your questions and comments by email at EPloumis@DentalPracticeLawyers.com
Day 3
Day 3 - Lecture 1:
The effective assessment and management of odontogenic pain is critical to successful dental treatment. Board certified pharmacist and clinical educator, Tom A. Viola, RPh, CCP, explores the successful incorporation of both opioid and non-opioid analgesics to address dental pain in a two-part talk. Topics covered in this first segment include pain assessment, the pharmacology and mechanisms of action of analgesics, the psychology and physiology of pain, the COX-2 inhibitor, aspirin, and NSAIDs.
55 minutes
Thomas A. Viola, RPh, CCP, CDE, CPMP
has over 30 years’ experience as a pharmacist, educator, speaker, and author. He has particular expertise in the most prevalent oral and systemic diseases, the most frequently prescribed drugs used in their treatment and considerations and strategies for effective patient care planning. Dr. Viola is on faculty at over 10 dental professional degree programs, having received several Teacher of the Year awards. He is well known internationally for his contributions as an author, and for his work as an editor, of several pharmacology, pain management and local anesthesia professional journals and textbooks. Dr. Viola has presented over one thousand continuing education courses to medical and dental professionals here and abroad since 2021.
You may contact Dr. Viola with your questions and comments by email at tom@tomviola.com. You may also visit his website, www.tomviola.com, and follow him on Facebook and Instagram at "pharmacologydeclassified".
Day 3 - Lecture 2:
Dental practices are in a period of consolidation. Head of Strategy Consulting for healthcare consultancy, EisnerAmper, Bert Orlov, MBA, overviews the strategic and structural facets of this dynamic and then offers a 3-step planning, negotiation, and implementation framework for developing the optimum transaction. Topics addressed include industry fundamentals, deal structure, the nature of private equity and practice to practice transactions, deal pros and cons as well as structure and process, SWOT analysis, practice valuation, vision alignment, the negotiating process and deal terms, division of responsibility, work plan and more.
52 minutes
Bert Orlov, MBA
is a Managing Director of Eisner Amper Healthcare Consulting Group with 25 years of experience as a management consultant in the healthcare industry. Mr. Orlov earned his MBA from Yale School of Management and specializes in strategy, transactions, operations and project management for physician groups and hospital systems, as well as not-for-profits. Mr. Orlov has been published in many books and articles including the Beckers Hospital Review. He collaborates with the University of Pennsylvania on strategy for primary care practices.
You may contact Mr. Orlov with your questions or comments at 212-324-2297 or by email at bert.orlov@eisneramper.com
Day 3 - Lecture 3:
Practitioner, author and health educator, Susan Maples, DDS, MSBA, offers an overview of the myriad links between oral and systemic health. Topics covered include trends in lifestyle related illnesses’ - such as obesity, diabetes, heart disease, sleep apnea and acid reflux - relationship with periodontal disease, caries, occlusal disease and oral pharyngeal cancer. Dr. Maples also discusses how sensitivity to these issues combined with systemic disease screening and intervention can add new sources of revenue, attract quality new patients, and build co-referral relationships with physicians.
58 minutes
Susan Maples, DDS, MSBA
is a long time, family and advanced restorative dentist who, following her receipt of a master's degree in business, developed a passion for organizational behavior, executive leadership, and target marketing. An expert in mouth-body connections, Dr. Maples is a practitioner of Total Health, or Integrative Dental Medicine. She is also a sought-after national presenter to both dental and medical audiences, serves on the executive board of the American Academy for Oral & Systemic Health, and is a Fellow of the International College of Dentists.
You may learn more about Dr. Maples at DrSusanMaplesSpeaker.com, Total-Health-Dentistry.com, and TotalHealthPractice.net. You may contact her with questions or comments at Susan@drsusanmaples.com
Day 3 - Lecture 4:
Billing expert, Ericka Aguilar, offers a 2-part exploration of the elements of the dental practice revenue cycle as well as strategies for maximizing their efficiency and optimizing billing department effectiveness. In part 1, Ms. Aguilar discusses the elements of a dental revenue cycle including scheduling, insurance verification, plan coordination, proper coding, claims package creation and submission, and payment, and then dives into billing office KPIs including insurance A/R performance, claim days in A/R, Perio performance percentage, geographic UCR fee positioning and coding optimization.
50 minutes
Ericka Aguilar
has over 20 years experience in the dental industry assisting dentists in improving their key performance indicators by providing guidance on dental billing and coding. She is the owner of Hidden Dental Profits, a business specializing in dentists streamlining and improving the dental billing cycle processes and enhancing their revenue from dental insurance.
You may contact Ms. Aguilar with your comments or questions at 951-416-5106 or by email at billingcoach@hiddendentalprofit.com
Day 4
Day 4 - Lecture 1:
National speaker and board-certified pharmacist, Tom A. Viola, RPh, CCP, offers a comprehensive review of the successful use of opioid and non-opioid analgesics and in his second installment of his two-part presentation covers Acetaminophen, opioid analgesics, the latest ADA pain management guidelines, identifying and managing substance use disorder, patient education, ADA opioid prescription policy, and the treatment of opioid analgesic addiction.
58 minutes
Thomas A. Viola, RPh, CCP, CDE, CPMP
has over 30 years’ experience as a pharmacist, educator, speaker, and author. He has particular expertise in the most prevalent oral and systemic diseases, the most frequently prescribed drugs used in their treatment and considerations and strategies for effective patient care planning. Dr. Viola is on faculty at over 10 dental professional degree programs, having received several Teacher of the Year awards. He is well known internationally for his contributions as an author, and for his work as an editor, of several pharmacology, pain management and local anesthesia professional journals and textbooks. Dr. Viola has presented over one thousand continuing education courses to medical and dental professionals here and abroad since 2021.
You may contact Dr. Viola with your questions and comments by email at tom@tomviola.com. You may also visit his website, www.tomviola.com, and follow him on Facebook and Instagram at "pharmacologydeclassified".
Day 4 - Lecture 2:
Division head of Sleep Medicine in University of Minnesota’s Neurology Department, Michael Howell, MD, reviews recent insights on the functions of sleep and then explores sleep disorders and current treatment options. Topics addressed include the glymphatic and lymphatic systems, insomnia, obstructive sleep apnea, restless legs syndrome, REM sleep behavior disorder, CNS dopamine deficiency, iron deficiencies, advanced and delayed circadian rhythms, as well as pharmacological, medical, surgical, appliance and behavioral management approaches.
53 minutes
Michael J. Howell, MD, FAAN, FAASM
is a Professor of Neurology at University of Minnesota where he is the Vice-Chair for Education and Faculty Affairs. He is board certified in both neurology and sleep medicine and is a fellow of the American Academies of both specialties. Dr. Howell is a frequent international speaker, a co-investigator of numerous research projects, widely published and Chief Medical Officer of GEM Health.
You may contact Dr. Howell with your questions and comments at remwalkers@gmail.com
Day 4 - Lecture 3:
Patient treatment acceptance plays a significant role in practice success and optimum dental care. Dental practice consultant and veteran practitioner, Steven M. Katz, DMD, MAGD, explores the impact uniform diagnostic criteria has on patient confidence in treatment recommendations. Issues covered include diagnostic percentage impact, effective communication technique, protective diagnosis, visual presentation clarity, specific diagnostic criteria, recommendation timing, expectation setting, and the role of AI.
53 minutes
Steven M. Katz, DMD, MAGD
had a thriving private practice and then experienced a series of setbacks, including two years of disability. A student of practice management techniques and a recipient of a degree in Business and Finance, he implemented a number of goals and strategies which enabled him to triple the revenue of his practice in just a few years. Dr. Katz founded Smile Potential Dental Practice Coaching to help his professional colleagues optimize their practices’ culture and systems. He is a Master of the Academy of Dentistry, a Fellow of the International College of Dentists, and an Attending at North Shore University Hospital. Dr. Katz was also team dentist for the New York Jets for 10 years, a dental consultant to Fox News, a recipient of multiple speaking awards, and is the author of They Didn’t Teach Us THAT in Dental School.
You may contact Dr. Katz with your questions and comments at (516) 524-7573, or by email at DrKatz@smilepotential.com
Day 4 - Lecture 4:
While virtually all dentists maintain some level of dental malpractice insurance, many are not aware of the extent of their policy’s coverage, or limits and exclusions to it. In his step by step review of an actual and representative policy, dental practice-focused attorney and practicing orthodontist, Eric J. Ploumis, DMD, JD, discusses claims made vs occurrence policies, covered entities and individuals, carrier defense obligations, supplemental payments to which the insured maybe entitled, regulatory agency investigation coverage, coverage liability limits and exclusions, the insured’s duties in the event of incident, carrier renewal and cancellation rights, definition of covered incidents, supplemental extended reporting periods, insured settlement consent rights and more.
52 minutes
Eric J. Ploumis, DMD, JD
is an attorney, orthodontist, Adjunct Clinical Associate Professor in Graduate Orthodontics at New York University College of Dentistry, and clinical attending faculty at Wyckoff Heights Hospital Pediatric Residency Program. His legal practice as of-counsel with Rivkin Radler, LLP focuses on the business and transactional issues related to the practice of dentistry including practice transitions, partnership and employment agreements, office leases and the defense of allegations of professional misconduct. Dr. Ploumis also maintains a practice in orthodontics in New York City, has contributed to many dental journals and is a frequent national speaker on dental-legal topics.
You may contact Dr. Ploumis with your questions and comments by email at EPloumis@DentalPracticeLawyers.com
Day 5
Day 5 - Lecture 1:
As most adult sleep related breathing disorders go undiagnosed by physicians the ADA has charged dentists with that responsibility. Early recognition and treatment of this problem has been shown to improve patient health progression and largely prevent adult UARS and OSA, something from which 26% currently suffer. Practitioner and author, Susan Maples, DDS, MSBA, discusses pediatric risk factors, indications of breathing disorders, and treatment approaches in an effort to facilitate an improved health trajectory of these young patients. Topics discussed include latching and lip- and/or tongue-tie release, differentiating between parent reported symptoms and clinical signs, ways to create a broad, flat palate including palatal expansion under age 6, proper referrals for tonsils and adenoids removal, underdeveloped midface, and myofunctional therapy.
59 minutes
Susan Maples, DDS, MSBA
is a long time, family and advanced restorative dentist who, following her receipt of a master's degree in business, developed a passion for organizational behavior, executive leadership, and target marketing. An expert in mouth-body connections, Dr. Maples is a practitioner of Total Health, or Integrative Dental Medicine. She is also a sought-after national presenter to both dental and medical audiences, serves on the executive board of the American Academy for Oral & Systemic Health, and is a Fellow of the International College of Dentists.
You may learn more about Dr. Maples at DrSusanMaplesSpeaker.com, Total-Health-Dentistry.com, and TotalHealthPractice.net. You may contact her with questions or comments at Susan@drsusanmaples.com
Day 5 - Lecture 2:
Effective practice management requires effective financial management to both maximize practice economic viability and appropriately plan for practitioners’ post career finances. OJM Group partner, Carole Foos, CPA, reviews the rules and regulations of the Consolidated Appropriations Act of 2023 which much be considered to safely and efficiently plan for retirement. Topics covered include new Required Minimum Distribution Rules, catch-up contributions for high income earners, tax diversification strategies, using non-qualified and defined benefit plans, Roth IRAs, employer provisions, and more.
51 minutes
Carole C. Foos, CPA
is a partner in OJM Group, a physician focused financial planning and asset management firm and a Certified Public Accountant (CPA) offering tax analysis and tax planning services to the firm's clients. Ms. Foos has over 25 years of experience in accounting, tax planning and financial consulting. She is a co-author of numerous books for physicians, including Wealth Management Made Simple and Wealth Planning for the Modern Physician: Residency to Retirement. Ms. Foos has authored numerous articles and presented many lectures, webcasts, and podcasts on tax planning and wealth management.
You may contact Ms. Foos with any questions or comments at (513) 309–3946 or by email at carole@ojmgroup.com
Long-time AEI seminar faculty members David Mandell and Carole Foos -- and their partners at OJM Group -- have recently released their newest financial resource Wealth Strategies for Today’s Physician: A Multi-Media Playbook. The Playbook’s innovative format features over 250 pages of text, complemented by more than 90 links to video and podcast episodes to enhance the reader’s learning experience. AEI members can click here to get a free print copy or ebook download!
Day 5 - Lecture 3:
Board-certified pharmacist, author and national presenter, Tom A. Viola, RPh, CCP, reviews commonly used local anesthetic agents as well as techniques for accurately identifying the need for pain control, rendering individualize patient care, and assessing the efficacy of the anesthetic agents administered. Topics addressed include applicable neurophysiology and biochemistry, injectables and topical agents, and local anesthetic/drug interactions and contraindications.
57 minutes
Thomas A. Viola, RPh, CCP, CDE, CPMP
has over 30 years’ experience as a pharmacist, educator, speaker, and author. He has particular expertise in the most prevalent oral and systemic diseases, the most frequently prescribed drugs used in their treatment and considerations and strategies for effective patient care planning. Dr. Viola is on faculty at over 10 dental professional degree programs, having received several Teacher of the Year awards. He is well known internationally for his contributions as an author, and for his work as an editor, of several pharmacology, pain management and local anesthesia professional journals and textbooks. Dr. Viola has presented over one thousand continuing education courses to medical and dental professionals here and abroad since 2021.
You may contact Dr. Viola with your questions and comments by email at tom@tomviola.com. You may also visit his website, www.tomviola.com, and follow him on Facebook and Instagram at "pharmacologydeclassified".
Day 5 - Lecture 4:
National dental billing speaker and trainer, Ericka Aguilar, returns to continue her exploration of Key Performance Indicators (KPIs) and strategies for improving practice revenue cycle health. Using actual case studies from across the country, Ms. Aguilar reviews insurance payment accounts receivables performance, delaying insurer discovery process timeliness, strong and clean claims submission, Perio performance percentage and related documentation protocols, geographic and usage fee positioning, ICD-10 diagnosis codes, and helpful action items.
51 minutes
Ericka Aguilar
has over 20 years experience in the dental industry assisting dentists in improving their key performance indicators by providing guidance on dental billing and coding. She is the owner of Hidden Dental Profits, a business specializing in dentists streamlining and improving the dental billing cycle processes and enhancing their revenue from dental insurance.
You may contact Ms. Aguilar with your comments or questions at 951-416-5106 or by email at billingcoach@hiddendentalprofit.com