Day of Leadership Symposium

Step into a Day of Leadership - Friday August 21, 2020 starting at 7:00AM PST

We will create an awareness around your Top 5 Metrics and how to measure them. Identify when a practice is healthy for an associate to join you along with health check up of your finances and how to rebuild post COVID-19. You will learn about current market trends in SEO and digital footprint.

At the end of the day you will have an awareness of the health of your practice along with an action plan for next steps from today moving forward.
We are here to support you and and the business side of your practice following the mandated closures.

 

Featuring:

  • Amy Clark, Founder and CEO of Avalon Consulting & Powerminds Academy
  • Peter Evans, CEO of EDMS
  • Bal Bhullar, Founder & CEO of Everest Dental Transitions
  • Shannon Helms, Co-Founder & President of Everest Dental Transitions
  • Bryan Powers, Regional Vice President of Mercer Advisors
  • Kevin Jack, Client Advisor & Branch Manager at Mercer Advisors
  • Melissa Jones, Director of Powerminds Marketing

OUR TEAM

OUR LEADERSHIP TEAM CONSISTS OF THE BEST IN THE BUSINESS

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Founder Avalon Consulting
& Powerminds Academy

Amy Clark

Amy is an accomplished Business Analyst & Management Consultant with a portfolio of success spanning more than 30 years. She understand the business of the business and the behaviors that drive the current and projected results. She is an effective communicator, has the ability to create value-based relationships and bridge the gap between today’s reality with tomorrow's vision.  Amy is best in class as a business entrepreneur and dynamic international keynote speaker. She has devoted herself to developing exemplary value-based relationships.

peterevans

CEO of EDMS

Peter Evans

Seeing the growth of multi-clinic ownership, Peter recognized a void in the business system offerings for in the dental industry. Working with several Dental Support Organizations (DSOs), Dentists and major dental industry players, Peter validated the market opportunity and founded EDMS in 2013.

EDMS offers a fully integrated management and reporting platform for group dental clinics, allowing at-a-glance view of all financial, operational and administrative reporting. The platform is technology agnostic and works with data from ANY practice management software found in the clinic location. EDMS's proprietary algorithms also deliver Data Mining for deep intelligence into the business.

bal

Founder & CEO of Everest Dental Transitions

Bal Bhullar

Bal Bhullar is the Founder and CEO of Everest Dental Transitions LLC, a full service dental transitions company operating in the U.S. and Canada. During his 25 year professional career, Bal has successfully completed over 500+ "win-win" dental transitions for owner and associates.  Equity buy-ins, partnerships, facility-sharing arrangements, multiple locations, structured buy-outs are some of the various deals that Bal has orchestrated. Bal worked for ExperDent Consultants in Vancouver and Mercer Global Advisors in Scottsdale as a Transitions Leader.  Before becoming an entrepreneur, Bal was an accomplished international corporate/commercial attorney working for large public and private companies and law firms in Canada and Bermuda. Bal is a licensed attorney in British Columbia, Canada and admitted as a Barrister and Attorney in Bermuda.

shannonSQ

Co-Founder & President of Everest Dental Transitions

Shannon Helms

Throughout her 20 years of executive experience in dentistry, health care, and the financial industry, Shannon has been a high performing business development, operations, and sales professional. In 2005, Shannon entered the dental industry full-time as the Southeast Regional Relationship Manager for Mercer Global Advisors. While serving in this capacity, Shannon introduced dentists to the dental transitions and leadership offerings along with integrated wealth management services.  Further, Shannon worked in a senior management position for a top U.S. on-demand software and e-commerce supplier in the health care, insurance and finance industries. Prior to launching Everest Dental Transitions LLC, Shannon operated her own successful advisory firm specializing in human capital management and SaaS solutions.
www.merceradvisors.com-6981413034317204

Regional Vice President Mercer Advisors

Bryan Powers

Bryan has been helping individuals, families, and institutions achieve their financial goals since 2004. Following his graduation from Northwestern University, Bryan fell in love with financial planning after going through the process with his wife, Sarah. He quickly earned his Certified Financial Planner certification and began pursuing his passion – helping people navigate the intricacies of their financial lives. Bryan currently lives in Orange County, California with his wife and three young children. He holds the FINRA Series 65 License.

www.merceradvisors.com-3612157063112278

Client Advisor & Branch Manager

Kevin Jack

Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Branch Manager, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.

melissa

Director of Marketing Powerminds Academy

Melissa Jones

Melissa has been in the creative field for over 30 years with portfolio of success, from small individual owned businesses to national home builders. Melissa has a passion for all things typography and design, and considers herself an avid photographer. Her favorite platform for building websites is WordPress, and she has experience writing copy, from social media posts to editing and layout of books. From simple hand drawn line art to full color brochures and collateral ­—— business cards to billboards, both print & web.

Developing branding and logos for new businesses is a particular niche and implementing that brand across all platforms is one of her strengths.

LEADERSHIP SYMPOSIUM AGENDA