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2018 Workshop


Registration is limited to 12 attendees!

September 13-14, 2018 | Dallas, TX
For Doctors & Managers Only.

The workshop is being held at the Tower Club.

October 25-26, 2018 | Orlando, FL
For Doctors & Managers Only.

The workshop is being held at the Citrus Club.


  • Registration fee per attendee is $1,595.

  • Day one of the forum will be from 8:30 am - 5 pm.  Day two will be from 8 am - 12 pm.

  • Upon registration, you will receive a planning package via email.

  • You will receive a 100+ page workbook packed full of vital information at the forum.

  • Continental Breakfast will be served on both days with lunch served on Thursday.

  • You will receive $750 credit toward Charlene's Off-Site Management Program.

  • Download "Do I Need an Office Manager" Article.



Follow this link for hotels near the Tower Club in Dallas, TX.


Follow this link for hotels near the Citrus Club in Orlando, FL.



  • Creating a "Peak Performance Practice"

  • Key Elements of an outstanding team

  • Responsibilities of a management position

  • Conflict resolution

  • How to evaluate your Key Performance Indicators (KPIs)

  • Scheduling for Success

  • Overhead analysis and tips for improving

  • Clinical efficiency benchmarks

  • Human Resource systems that are essential to success

  • Ways to motivate and inspire the team

  • The pros and cons of incentive bonus plans

  • How to analyze each team member's performance

  • Marketing for Success - How to increase patient and doctor referrals and evaluate Return of Investment (ROI)

  • Accurately calculate case acceptance...The first step to improvement

  • The dos and don'ts of appointment book control

  • How to nurture your "File of Gold" - Your recall system

  • Hiring Made Easy

  • How to create a positive 1st day in the office

  • How to give feedback to get better results

  • Software utilization

  • Valuable services to consider