More DSOs are turning to strategic outsourcing to reduce costs, streamline operations, and support overburdened in-practice teams. This case study explores how one multi-location DSO restructured its clinical and business operations by outsourcing key non-clinical roles — from insurance verification to treatment coordination — without compromising patient experience or quality of care.
Which functions are best suited for outsourcing vs. in-house retention
How to identify high-cost, low-impact roles that can be virtualized
How to integrate remote team members into clinic workflows and culture

J.W. Oliver
J.W. is a global leader transforming the way the world views and sees work. As the visionary of SupportDDS and Zimworx—an Inc. 5000 company—he oversees five operational centers with over 1,800 team members across four continents.
J.W. blends high-performance business instincts with faith-driven philanthropy, donating 51% of all profits to ministries and charities around the globe.
Beyond the boardroom, JW is an adventurer and endurance enthusiast who has trekked to Everest Base Camp and Machu Picchu. He is a pilot, a podcast host, and a serial entrepreneur. An ordained minister and devoted husband of 30+ years, JW is laser-focused on a massive mission: empowering 20,000 team members by 2032.
High-performing teams don’t just happen — they’re built on systems. In today’s DSO landscape, inconsistent workflows, communication breakdowns can drag down even your best teams. This session explores how to create a strategic digital stack that empowers your workforce at every level — from front desk to regional ops — while improving engagement, execution, and retention.
What a modern digital workforce stack looks like for DSOs today
How to connect scheduling, task management, and communication tools
How digital systems prevent burnout, and boost accountability and increase efficiency

Mariz Tanious

Dr. Alan J. Acierno

Katie Roberts, PhD
You can’t scale what you can’t manage — and most DSOs are growing faster than their leaders. s DSOs expand across regions, many find themselves stuck between two extremes: overburdened executives managing too many clinics, and newly promoted managers who lack training or support. The result? Operational inconsistency, weak culture, and stalled performance. In this session, learn how leading DSOs are building leadership pipelines that work — turning hygienists into team leads, office managers into regional directors, and providers into clinical mentors.
How to identify high-potential team members before they burn out
What a structured leadership development program looks like at a DSO
How to track leadership readiness, performance, and impact with the right KPIs

Dr. Aman Kaur

Pat Bauer
As the lines between oral and systemic health continue to blur, DSOs are uniquely positioned to bring whole-patient preventive care into everyday dentistry. From screening for diabetes and cardiovascular risks to integrating dental and medical records, forward-looking DSOs are transforming routine checkups into critical health touchpoints. This panel brings together leaders who are embedding holistic screenings and medical-dental integration into their operating models, building the foundation for a more preventive, patient-centered future.
Leveraging integrated EHRs and AI-driven diagnostics to connect dental and medical records
Training hygienists and care teams as frontline preventive health screeners
Creating referral pathways and partnerships with physicians and payers

Joe Feldsien

Nabil Fehmi
It’s not just about growth, it’s about what kind of growth. Whether you're a single-location practice considering your first exit, or a 30-location DSO aiming to attract private equity interest, preparing for acquisition requires more than profitability and a clean P&L. In today’s deal environment, buyers are scrutinizing scalability, infrastructure, technology adoption, and operational sophistication more than ever.
What buyers are prioritizing right now (and what’s a red flag)
The difference between a “practice” and a “platform” in the eyes of PE
How to build acquirer-ready infrastructure: finance, compliance, tech, reporting
How digital maturity, clinical consistency, and patient retention drive valuation

Shalin Tejani

Miguel Mireles
As DSOs scale across clinics, cities, and states, their regulatory exposure grows exponentially, and with it, the cost of non-compliance. From HIPAA violations to inconsistent documentation and expired licenses, the risk isn’t just financial; it’s operational, reputational, and legal. This panel brings together DSO leaders who’ve moved beyond reactive, decentralized compliance management to build centralized command centers, where policy, accountability, and technology come together under one strategic roof.
Standardizing protocols across documentation, coding, training, and audits
Tracking regulatory obligations across states using central dashboards
Auditing proactively (not reactively), preparing confidently for payer and regulator scrutiny

Crispin Vary
From denied claims to aged A/R and inconsistent collections, the revenue cycle remains one of the most leak-prone and under-optimized systems inside many DSOs, especially as they scale. In this focused executive panel, DSO finance and operations leaders share how they uncovered millions in missed collections and reclaimed revenue by overhauling their RCM workflows, centralizing billing operations, and layering in automation, AI tools, and smarter vendor oversight.
How leading DSOs structure their internal vs. outsourced RCM teams
Which KPIs should be reviewed daily vs. monthly, and which are most often ignored
How AI and automation can reduce denials, speed up collections, and improve cash flow

Brian Doyle

Jeff Cole
Jeff Cole is the Founder & CEO of Pearly (www.pearly.co), a revenue cycle management platform that helps DSOs and private dental practices streamline billing processes and improve collection rates. Pearly powers patient billing for over 3,000 dental offices in the United States, including dozens of large DSOs.
Prior to founding Pearly, Mr. Cole was the CEO of Path, a patient communication solution for senior care operators, that was acquired in 2018. He began his professional career as an Alternative Investment Analyst at Credit Suisse in New York and graduated cum laude from Princeton University.
Mr. Cole currently serves on the Board of the Goleta Valley Cottage Hospital Foundation and lives with his wife and son in Santa Barbara, California.