Leadership & Management Continuum
Level 2: going deeper
For attendees who have completed Level 1. The same themes taken further, plus the Working Genius model and building standard operating procedures your team will actually use.
- Who it is for
- Level 1 is a prerequisite, regardless of experience.
- CE available
- Up to 13 hours
- Accreditation
- AGD Subject Code 550, Practice Management and Human Relations
The sessions
What you cover across the two days
- 01
Discover Your Working Genius
Having already explored your DiSC communication style, you are now ready to delve deeper into understanding your natural strengths and work styles through the Working Genius program. The Working Genius framework dives into different types of work like idea generation, problem solving, execution and refinement. This knowledge helps you align tasks with the right people, cut down inefficiencies and spark innovation within your team.
What you will be able to do
- Identify your own areas of working genius, competency and frustration
- Align tasks with the people whose genius matches that stage of work
CE details
- Presented by
- Kim Bates
- Format
- Lecture, up to 2.5 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.
- 02
HR Essentials 2.0: Annual Policy & Benefits Review
In this session you learn how to conduct an annual deep review of your HR manual, benefits and policies to ensure you stay current and aligned with your practice vision. Whether or not changes are made, we guide you on hosting a yearly team meeting to review these updates, fostering clarity and consistency among your team.
What you will be able to do
- Run an annual policy and benefits review properly
- Host a yearly team meeting that lands the updates with the whole team
CE details
- Presented by
- Kim Bates
- Format
- Lecture, up to 2.5 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
Mastering KPIs: The Story Behind the Numbers
In Level 1 we covered the basics of key performance indicators, and now it is time to really get into the detail of understanding those numbers and decoding the stories they are telling us. By understanding the details of your reports you start making seriously smart, data-driven decisions. It also makes your conversations with your doctor about practice improvements far more impactful.
What you will be able to do
- Interpret trends rather than single data points
- Present metrics to the doctor in a way that drives a decision
CE details
- Presented by
- Geri Gottlieb & Kim Bates
- Format
- Lecture, up to 3 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 & Standard Operating Procedures
This course is in conjunction with Level 1 attendees.
Well-run meetings are not just about ticking boxes, they are an opportunity to solve problems, make decisions and align everyone on priorities. This session covers strategies for leading focused, efficient team meetings that drive real results, alongside building the standard operating procedures that keep those decisions in place. You learn how to create clear agendas, keep meetings on track and ensure actionable follow-ups.
What you will be able to do
- Build standard operating procedures the team will actually use
- Connect meeting decisions to documented process
CE details
- Presented by
- Summer Morrison & Geri Gottlieb
- 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 course is in conjunction with Level 1 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.
What you will be able to do
- Work a current obstacle with peers at the same level
- Leave with a specific next action
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.