Leadership & Management Continuum
Level 1: the essentials
Available to first-time attendees, regardless of experience. Five sessions covering the difference between managing and leading, HR essentials, the metrics that matter, running a meeting properly, and learning from the room.
- Who it is for
- Open to everyone. No prerequisite.
- CE available
- Up to 11.5 hours
- Accreditation
- AGD Subject Code 550, Practice Management and Human Relations
The sessions
What you cover across the two days
- 01
Managing vs Leading: Understanding the Difference and When to Do Both
Designed with your growth in mind, this session aims to provide you with valuable insights and practical tools that can be directly applied in your practice. We begin by introducing the fundamental concepts of leadership and management, where you gain a clear understanding of the nuances between them, enabling you to lead and manage your team effectively and drive results. We also delve into crucial topics such as optimising organisation workflows and getting organised as an office manager. We understand the importance of structure in your role, so we provide invaluable techniques for effectively structuring your days, weeks and months. These strategies have been proven to enhance productivity and ensure smoother operations within practices like yours.
What you will be able to do
- Intentionally block your schedule and optimise your time management skills effectively
- Elevate your leadership and management capabilities within the office environment
CE details
- Presented by
- Geri Gottlieb
- Format
- Lecture, up to 2.5 hours of CE
- Subject
- Practice Management and Human Relations. AGD Subject Code 550.
- Disclosure
- Geri Gottlieb is Founder of GG Practice Coaching & Development.
About the speaker
Geri Gottlieb
Founder and CEO, GG Practice Coaching & Development
Meet Geri Gottlieb, founder and CEO of GG Practice Coaching & Development, a seasoned coach, communications expert and speaker. With over three decades of experience in dental practice management and leadership development, she brings a unique blend of expertise to drive sustainable growth. From owning two successful periodontal practices with her husband Dr Bob Gottlieb, to being a lead coach with ACT Dental Practice Management and motivational speaker Kirk Behrendt, to launching her own venture in 2019, she knows what it takes to build a thriving business from scratch.
With a passion for continuous education and a deep sense of empathy, Geri is dedicated to helping dental professionals grow and succeed. With a wealth of experience and a thirst for knowledge, she bridges the gaps between clinical expertise, leadership, management and ownership. Armed with certifications in Adult Learning, Behavioral Therapy, The Five Behaviors of a Team®, DiSC® Behavioral Assessments and her newest addition, The Working Genius, Geri is equipped to delve into the individual needs of every leader and team member.
- 02
Human Resources Essentials 101
This program is a must-attend for all office managers, regardless of whether you are directly responsible for HR tasks. During this workshop we discuss the basics of HR and explore its significance in creating a successful and legally compliant workplace. We cover various aspects, including the importance of proper documentation and the types of documents required. Additionally we provide you with an onboarding paperwork package that includes all the essential documents needed for new hires. Whether you prefer paper or digital formats, we guide you on how to efficiently organise and manage these important records. Not only will this workshop equip you with valuable insights into HR practices, it will also empower you to better support your doctors and ensure a smooth workflow within your office.
What you will be able to do
- Identify essential documents required for maintaining compliance
- Learn how to organise and manage documentation, whether in paper or digital format
- Outline the key elements of onboarding paperwork for new hires
CE details
- Presented by
- Kim Bates
- Format
- Lecture, up to 2.0 hours of CE
- Subject
- Practice Management and Human Relations. AGD Subject Code 550.
- Disclosure
- Kim Bates is lead coach and full time employee of GG Practice Coaching & Development.
About the speaker
Kimberly Bates
Lead Coach, GG Practice Coaching & Development
Passionate about dental health and practice management, Kimberly has dedicated over 22 years to the dental industry. With a strong foundation as an administrative assistant in general dentistry, she honed her expertise in specialty practice, specifically in periodontics. As the practice manager and then Director of Operations for Implant & Periodontal Associates Northwest, Kimberly successfully led both the Tri-Cities and Seattle locations for 11 years. Her commitment to professional growth extended beyond her role, as she also served as a Seattle Study Club Coordinator during this time.
Now a seasoned coach at GG Practice Coaching & Development, Kimberly continues to empower dental practices to reach new heights of efficiency and excellence. Kim is a certified HR consultant with Bent Erickson & Associates.
- 03
Identifying Key Metrics: The Whys, Whats and Huhs
As a dental professional you know that continuous improvement is at the heart of a successful practice. That is why we created this interactive session, where we explore the world of Key Performance Indicators and other important terminology commonly encountered by dental teams. KPIs are powerful quantifiable measures used to evaluate the success and performance of a business or team, and understanding these metrics is crucial for effectively managing and growing any practice. One of the highlights of the course is a detailed case study using Dental Intelligence, where we demonstrate how different measures influence each other and ultimately contribute to achieving your practice goals.
What you will be able to do
- Describe what KPIs are
- Identify the main KPIs and what they affect in the business
- Learn what you want to track and how to track it
CE details
- Presented by
- Geri Gottlieb & Kim Bates
- Format
- Lecture, up to 2.0 hours of CE
- Subject
- Practice Management and Human Relations. AGD Subject Code 550.
- Disclosure
- Geri Gottlieb is Founder of GG Practice Coaching & Development.Kim Bates is lead coach and full time employee of GG Practice Coaching & Development.
About the speakers
Geri Gottlieb
Founder and CEO, GG Practice Coaching & Development
Meet Geri Gottlieb, founder and CEO of GG Practice Coaching & Development, a seasoned coach, communications expert and speaker. With over three decades of experience in dental practice management and leadership development, she brings a unique blend of expertise to drive sustainable growth. From owning two successful periodontal practices with her husband Dr Bob Gottlieb, to being a lead coach with ACT Dental Practice Management and motivational speaker Kirk Behrendt, to launching her own venture in 2019, she knows what it takes to build a thriving business from scratch.
With a passion for continuous education and a deep sense of empathy, Geri is dedicated to helping dental professionals grow and succeed. With a wealth of experience and a thirst for knowledge, she bridges the gaps between clinical expertise, leadership, management and ownership. Armed with certifications in Adult Learning, Behavioral Therapy, The Five Behaviors of a Team®, DiSC® Behavioral Assessments and her newest addition, The Working Genius, Geri is equipped to delve into the individual needs of every leader and team member.
Kimberly Bates
Lead Coach, GG Practice Coaching & Development
Passionate about dental health and practice management, Kimberly has dedicated over 22 years to the dental industry. With a strong foundation as an administrative assistant in general dentistry, she honed her expertise in specialty practice, specifically in periodontics. As the practice manager and then Director of Operations for Implant & Periodontal Associates Northwest, Kimberly successfully led both the Tri-Cities and Seattle locations for 11 years. Her commitment to professional growth extended beyond her role, as she also served as a Seattle Study Club Coordinator during this time.
Now a seasoned coach at GG Practice Coaching & Development, Kimberly continues to empower dental practices to reach new heights of efficiency and excellence. Kim is a certified HR consultant with Bent Erickson & Associates.
- 04
Lead Effective Team Meetings
This class is combined with Level 2 attendees.
Well-run meetings are not just about ticking boxes, they are an opportunity to solve problems, make decisions and align everyone on priorities. It is about creating a structured environment where ideas flow and solutions emerge. This session covers strategies for leading focused, efficient team meetings that drive real results. You learn how to create clear agendas, keep meetings on track and ensure actionable follow-ups. Discover how to run productive meetings that not only engage participants but also improve communication and streamline operations.
What you will be able to do
- Create a clear agenda that produces decisions rather than updates
- Keep a meeting on track and close it with actionable follow-ups
CE details
- Presented by
- Summer Morrison, Geri Gottlieb & Kim Bates
- Format
- Lecture, up to 3 hours of CE
- Subject
- Practice Management and Human Relations. AGD Subject Code 550.
- Disclosure
- Summer Morrison: none.Geri Gottlieb is Founder of GG Practice Coaching & Development.Kim Bates is lead coach and full time employee of GG Practice Coaching & Development.
About the speakers
Summer Morrison
Licensed Dental Assistant, Office Manager, Study Club Coordinator
Summer Morrison has over 17 years of experience in the dental field, currently serving as the Lead Dental Assistant at Metropolitan Periodontists, P.A. in Minneapolis, Minnesota. Since joining the practice in 2007, Summer has gained expertise in a wide range of procedures including extractions, bone grafts, sinus augmentations, implants and LANAP (Laser Assisted New Attachment Procedure). She assists doctors with patient prep, administration of relaxation medication or nitrous oxide, monitoring vital signs and providing post-operative care, including suture removal and digital X-rays.
In addition to her clinical role, Summer manages marketing and communications for the practice. She coordinates educational events such as Lunch and Learns with referring dental offices, and maintains the practice website and social media platforms. Summer designs marketing materials, tracks the ROI of marketing activities and builds strong relationships with referring dentists.
A licensed Dental Assistant and CPR-certified healthcare provider, Summer remains committed to advancing her knowledge by attending continuing education courses and workshops. She also serves as the radiology safety officer and provides training to new dental assistants.
Geri Gottlieb
Founder and CEO, GG Practice Coaching & Development
Meet Geri Gottlieb, founder and CEO of GG Practice Coaching & Development, a seasoned coach, communications expert and speaker. With over three decades of experience in dental practice management and leadership development, she brings a unique blend of expertise to drive sustainable growth. From owning two successful periodontal practices with her husband Dr Bob Gottlieb, to being a lead coach with ACT Dental Practice Management and motivational speaker Kirk Behrendt, to launching her own venture in 2019, she knows what it takes to build a thriving business from scratch.
With a passion for continuous education and a deep sense of empathy, Geri is dedicated to helping dental professionals grow and succeed. With a wealth of experience and a thirst for knowledge, she bridges the gaps between clinical expertise, leadership, management and ownership. Armed with certifications in Adult Learning, Behavioral Therapy, The Five Behaviors of a Team®, DiSC® Behavioral Assessments and her newest addition, The Working Genius, Geri is equipped to delve into the individual needs of every leader and team member.
Kimberly Bates
Lead Coach, GG Practice Coaching & Development
Passionate about dental health and practice management, Kimberly has dedicated over 22 years to the dental industry. With a strong foundation as an administrative assistant in general dentistry, she honed her expertise in specialty practice, specifically in periodontics. As the practice manager and then Director of Operations for Implant & Periodontal Associates Northwest, Kimberly successfully led both the Tri-Cities and Seattle locations for 11 years. Her commitment to professional growth extended beyond her role, as she also served as a Seattle Study Club Coordinator during this time.
Now a seasoned coach at GG Practice Coaching & Development, Kimberly continues to empower dental practices to reach new heights of efficiency and excellence. Kim is a certified HR consultant with Bent Erickson & Associates.
- 05
Pearls & Impediments: Peer-to-Peer Learning
This class is combined with Level 2 attendees.
During this session participants reflect on the practical lessons they have learned over the years: what works, what does not, and how their approaches to management and office practices have evolved. Whether they have been in the field for decades or are newer to their roles, each attendee has valuable insights to offer, from tried-and-true strategies to innovative solutions that have transformed the way their offices run.
What you will be able to do
- Share and adapt working solutions from other practices
- Leave with a specific next action on a current obstacle
CE details
- Presented by
- Shaida Haberlach & Tiffany Dalton
- Format
- Lecture, up to 2 hours of CE
- Subject
- Practice Management and Human Relations. AGD Subject Code 550.
- Disclosure
- Shaida Haberlach is a contracted event director, project director and CE administrator for GG Practice Coaching & Development.Tiffany Dalton is Administrative Trainer & Support Specialist and a part time employee of GG Practice Coaching & Development.
About the speakers
Shaida Haberlach
Event Director, Project Director and CE Administrator
Shaida Haberlach is a seasoned event and project management guru with over 19 years of industry experience. From orchestrating 40+ unique events as an event director at Seattle Study Club to spearheading strategic plans and processes as a project director with GG Practice Coaching & Development, she has mastered the art of bringing visions to life.
She is an expert at crafting captivating campaigns, managing strategies and leading high-performing teams. With an impressive track record of managing numerous large-scale events including the renowned Seattle Study Club National Symposium, Shaida is your resource for event planning, contract negotiations, AGD PACE requirements and project management.
Tiffany Dalton
Administrative Trainer & Support Specialist, MAADOM
Tiffany Dalton is the former practice administrator for Murdock Family Dentistry in Billings, Montana. A dedicated member of the American Association of Dental Office Management (AADOM), Tiffany currently serves as president of the Yellowstone Valley AADOM Chapter. She was inducted as an AADOM Master (MAADOM) in September 2021.
With a passion for personal and professional growth, Tiffany strives to inspire others by helping them discover tools for success. In her current role as an Administrative Trainer & Support Specialist at GG Practice Coaching & Development, she continues to support dental practices with training and development. Outside of work, Tiffany enjoys event planning, singing and spending quality time with her family.
Get in touch
Bring your office manager
The courses are small on purpose. Ask us which level fits, when the next dates are, and what the CE looks like for your team.