LIVE EVENTS ARE BACK!

THE END OF PPO DEPENDENCY
FREEDOM | GROWTH | CHOICE
A Business Strategy Workshop For Dental Practice Owners & Administrators
Sept. 10—11, 2026 | Centennial, CO
Dental Insurance Got You Feeling Restricted? This Event Is For You.
Many dentists feel that reliance on dental insurance shapes behavior.
Have you found yourself…
- Diagnosing less out of a fear of rejection
- Practicing one-tooth dentistry when teeth do not decay that way
- Watching your team struggle to communicate value
- Losing sleep over shrinking profits
Dental insurance isn’t inherently evil. But without a strategy, practice owners feel limited in their diagnostics, and their teams become part-time insurance educators instead of true patient advocates.
Reclaim your FREEDOM and practice dentistry on your terms.
“You do not have to be 100% fee-for-service to have a balanced, profitable, and ethical practice. You just have to understand the quality of your revenues.”
– PDA Co-founder & CEO Victoria Peterson
What UNRESTRICTED Will Do For You
This is a 1.5-day, in-person, hands-on workshop to help you intentionally design the right revenue mix for your practice. You and your key decision-maker will work with renowned dental business and clinical experts who – since 2004 – have guided hundreds of successful practices through this transition.
ANALYZE
The quality of your current revenues using real data.
YOU GET:
An understanding of your ideal revenue mix.
CLARIFY
Your long-term strategy for insurance network participation.
YOU GET:
A fearless UNRESTRICTED revenue mix plan.
DESIGN
Financial options that fit patient’s lives without distoring care.
YOU GET:
Reduced stress and reactivity around payer relationships.
ALIGN
Clinical standards, diagnosis, and communication across providers.
YOU GET:
Clear agreements for implementation and hand-offs.
RESET
How your team talks about money, insurance, and value.
YOU GET:
Increased patient trust and higher case acceptance.
Most Importantly…
You will be able to move forward with a revenue mix plan that doesn’t destabilize your team, your patients, or your finances.
UNRESTRICTED: The End of PPO Dependency is for independent dental owners and dental practice managers who are intentionally shaping the next phase of their practice.
Come prepared to think, plan, and make decisions that will guide your practice for years.
DESIGNING YOUR REVENUE STRATEGY
Through a combination of practical frameworks, clinical insight, and guided workshops, you will explore how revenue design influences everything from scheduling and case acceptance to the patient experience and long-term practice stability.
Your UNRESTRICTED Instructors (from left): Dr. Wade Kifer; Joanne Miles, RDA, DAADOM; Kari Miller; Dr. Katie Lee; Sara Hansen; and Victoria Peterson, SSD, CEPA
VICTORIA PETERSON
CEO, S.s.D, CEPA
Designing a Financially Durable, Clinically Calibrated Practice
The workshop begins by introducing the concept of Revenue Quality and exploring how thoughtful revenue design reduces PPO dependency while strengthening long-term stability and clinical autonomy. You will learn how optionality creates resilience inside your practice, allowing your team to grow without sacrificing clinical standards or patient trust.
Revenue Design Lab
In this guided workshop, you will apply the morning’s concepts directly to your own practice data. Using structured prompts and facilitated discussion, you will begin modeling revenue mis possibilities specific to your market, capacity, and clinical philosophy.
Processing the Pivot: Clarifying What Surfaced Overnight
In this guided workshop, you will apply the morning’s concepts directly to your own practice data. Using structured prompts and facilitated discussion, you will begin modeling revenue mis possibilities specific to your market, capacity, and clinical philosophy.
From Insight to Execution: Your Path Forward
The workshop concludes by bringing the entire UNRESTRICTED journey into focus. You will review the strategic frameworks explored over the previous two days and determine your immediate next steps. Whether implementing independently or seeking additional guidance, you will leave with a clear 90-day roadmap for strengthening your revenue model and leading your practice with greater confidence.
DR. WADE KIFER
Northwest Arkansas Family Dental
Diagnosis Determines Destiny
Revenue challenges often begin with diagnosis. Through clinical case examples, Dr. Kifer demonstrates how calibrated diagnosis shapes treatment outcomes, production mix, and patient trust, and how insurance frameworks can subtly influence clinical decision-making.
Impact Assessment: Capacity, Patient Value, and Revenue Tolerance
Not all revenue is equal. In this session, you will map the three drivers of sustainable practice growth: capacity, patient value, and active patient base. Understanding the relationship between these factors helps practice owners identify the structural limits and opportunities within their current model.
KARI MILLER
IGP Business Advisor
Impact Assessment: Capacity, Patient Value, and Revenue Tolerance
Not all revenue is equal. In this session, you will map the three drivers of sustainable practice growth: capacity, patient value, and active patient base. Understanding the relationship between these factors helps practice owners identify the structural limits and opportunities within their current model.
DR. KATIE LEE
Collective Health Society
Build a Practice Around Health, Not Reimbursement
After overseeing clinical guidelines across 85 corporate dental practices, Dr. Katie Lee chose a different path: building an integrated health center grounded in whole-body dentistry. In this session, she explores how clinical philosophy can shape practice design, patient experience, and long-term professional fulfillment.
SARA HANSEN
Phoenix Dental Agency,
Sr. Marketing Advisor
Patient Attraction by Design: Building Sustainable Demand
Before you begin removing PPOs, you have to strengthen the revenue already in your system. This session explores how internal marketing, patient reactivation, and consistent messaging build sustainable demand and increase case acceptance without relying on insurance participation.
Confident Conversations: How to Talk About Insurance, Value, and Change
Even the best revenue strategy struggles if the team lacks confidence in patient conversations. In this session, Sara Hansen introduces communication frameworks that help practices discuss insurance changes, financial options, and value-based care with clarity and composure. When teams communicate with confidence, patient trust strengthens and financial conversations become more productive.
JOANNE MILES, DAADOM
Lead IGP Business Advisor
Where Leaks Take Away From What You’re Building
Revenue instability often hides in the patient journey rather than in insurance contracts alone. In this session, Joanne Miles maps common operational leaks that quietly suppress growth, including scheduling inefficiencies, communication breakdowns, and incomplete follow-up systems. You will examine how refining these systems strengthens revenue durability while improving the patient experience.
Unrestricted Design Lab: Turning Insight Into Action
Day One of UNRESTRICTED concludes with a collaborative design lab where you will work alongside peers and coaches to translate insights into practical action steps. You will identify your primary operational constraint and begin outlining solutions to strengthen revenue durability and clinical alignment.
Unrestricted Design Lab: Implementation in Action
In this leadership design lab, you will turn your strategy into a focused implementation plan. Working alongside peers and coaches, you will identify the systems that require attention, prioritize the most important operational changes, and outline a 90-day action plan designed to strengthen revenue durability and clinical alignment.
How To Attend
This is a personalized, intimate event with limited seating.
Our events deliver exceptional results because we are intentional with who attends. To give you the best experience, attendance is strictly limited to practice owners and one key decision maker per practice.
STEP ONE
Click apply to receive the full agenda, details, and expectations.
STEP TWO
We will connect with you to confirm that you are an ideal fit for this event.
STEP THREE
Once approved, you’ll receive a welcome email with pre-work information.
Your application preserves the trust, depth, and meaningful facilitation that you and fellow leaders deserve.
Investment & Location Details
Registration is limited to one dentist/owner and one decision-maker per practice.
Dates: September 10—11, 2026
Who Should Attend:
- Dentist/Owners
- Office Manager or Key Implementor
Location:
Collective Health Society
6886 S Yosemite St. Suite #100, Centennial, CO 80112
CE Credits:
Clinical CE: 2.0 Credit Hours
Administrative CE: 7.0 Credit Hours
Tuition to attend UNRESTRICTED:
- $1,695 per person
What’s Included:
- Full 1.5-day, in-person workshop
- UNRESTRICTED workbook and workshop materials
- Lunch both days and light refreshments
Travel and Lodging Are Not Included


