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Planning for Success: The Business of Dentistry - Dental Symposium

At the end of September, Cooke Capital participated in the first annual Dental Symposium, “Planning for Success: The Business of Dentistry,” hosted by Adam Shay, CPA, PLLC. We were excited to participate, not only as a speaker to discuss HSAs and the Retirement Crisis, but also because we were able to learn ourselves helpful information from peers that support the dental industry. 

There were six speakers that focused on subject matters such as: risk management, internal controls, taxes and planning, practice liability, differences in insurance, financial management and impacts, legal issues and many more intriguing topics that were discussed with the participating dentists. The stimulating conversations of real life experiences and outcomes were impactful across the board. 

Charlie Cooke spoke on behalf of Cooke Capital and was in good company. Additional speakers were Caroline Montogmery and Richard Pasquantonio from Adam Shay, CPA, PLLC; Andy Jones from Forrest Firm, P.C.; and Stefani Butschle and Anna Crutchfield from SIA Group, Inc.

Special thanks to our sponsors Live Oak Bank, Forrest Firm and Chambliss & Rabil Contractors. 

The event was held at Cape Fear Country Club on September 27th. Thank you to all who attended and we look forward to participating in future symposiums to provide practice management information to the dental community. 

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