Join Us in Lake Tahoe on September 23-27, 2026
Sunrise Dental Solutions
Summit 2026
Learn from the industry
leaders how to take your
practice to the next level.
Unlock the Potential of Your Dental Practice with Expert Insights and Peer Networking.
EVENT OPEN TO ELITE DENTAL PROFESSIONALS
The 2026 Sunrise Annual Summit will be held September 23-27, 2026 at the Ritz Carlton, Lake Tahoe.
Come join us for our 21st Summit celebration and be a part of this exclusive event that has brought together the leading professionals in the industry year after year.
Fun, relaxation and learning, all in one in this three-day refreshing Summit.
This event is for Sunrise Dental Solutions members and their families, plus elite dental professionals.
Doctors and significant others will enjoy a dynamic group setting, in which they can learn, network, recharge, and return to their practices equipped to excel in their practices and reach financial and lifestyle independence.
Check out the 2026 Speaker Line-up
2026 Theme: Building Generational Wealth in Dentistry.
OPENING KEYNOTE
Chad Hymas – “Leaving a Legacy”
Live with purpose and create a legacy that lasts.
Discover how intentional living, service to others, and everyday decisions can create a lasting impact on your family, community, and future generations.
-
Live with greater purpose and intention
-
Build meaningful relationships through service
-
Turn small actions into lasting impact
-
Embrace adversity with resilience and responsibility
-
Leave a positive legacy for future generations
FINANCIAL MASTERY
Dave Stech – “Financial AND Time Freedom for Dentists: 6 Keys to Accelerate BOTH and Live Life on YOUR Terms”
Build wealth that creates financial and time freedom.
Gow your net worth beyond your dental practice using proven investment strategies, wealth-building principles, and long-term legacy planning.
- Discover the six keys to accelerating both financial and time freedom
- Learn how to build wealth beyond the dental chair
- Turn your practice income into long-term financial security
- Create a legacy that benefits future generations
- Make smarter investment decisions with a proven framework
FINANCIAL MASTERY
David Scott & Tim Galica – “Turning Financials into a Competitive Advantage”
Gain the financial clarity to build a stronger, more profitable practice.
Discover how strategic financial planning and proactive tax strategies can improve decision-making, increase profitability, and create lasting wealth for practice owners
- Recognize the key components of strategic financial accounting and tax planning within a forward looking dental practice.
-
Understand how proactive financial oversight can improve profitability, reduce uncertainty, and support sustainable growth.
-
Identify opportunities to strengthen financial decision-making, practice value, and long-term owner wealth
VISIONARY
Natalyn Lewis – “Safeguarding Wealth: Lawsuit Prevention and Tax Strategies”
Safeguard your wealth and preserve your legacy.
How to protect your business and personal assets using asset protection strategies, tax planning, and estate planning.
-
Maintain the focus of their medical practice on improved patient care rather than malpractice defense.
-
Structure their practices for lawsuit protection and prevention, improving overall operations management of the practice.
-
Protect practice and professional assets from lawsuits through applied risk management techniques.
-
Understand basic practice management tools that can help decrease unnecessary loss of revenue.
TECHNOLOGY & CYBERSECURITY
Arash Shokouh – “Protecting Your Practice from Modern AI Threats”
Protect your practice from modern AI-driven security threats.
Implement HIPAA guidelines across your practice to protect sensitive information and strengthen your cybersecurity defenses.
-
Recognize early warning signs, AI-driven scams, and modern viruses
-
Understand data theft, black market risks, and key prevention steps
-
Protect sensitive information from modern security threats
- Strengthen IT policies across your practice
-
Implement HIPAA-compliant strategies to enhance cybersecurity defenses
FINANCIAL MASTERY
Jim Moore & Peter Knutson – “How Dentists Turn Income into Lasting Wealth and Exit on Their Own Terms”
Unlock value and growth using your numbers.
Your financials can be your most powerful business asset—if you know how to use them.
- Know the difference between a high income and real wealth — and how to build both
- Avoid the most expensive mistakes dentists make when selling their practice
- Use Cash Balance Plans and 401(k)s to shelter hundreds of thousands in taxes during peak earning years
- Build wealth outside your practice so you’re never forced to sell
- Put tax-smart strategies to work — Roth conversions, QCDs, and more — before it’s too late
THE MENTAL DENTAL CONNECTION
Joshua Austin – “The Secret to Being a Better Clinician and Leader”
Mental wellness is the foundation of exceptional patient care and leadership.
Practical strategies can help recognize mental health challenges, reduce burnout, and build a healthier, more resilient dental practice.
-
Recognize common mental health conditions and warning signs
-
Develop coping strategies for personal and professional challenges
-
Know when and how to refer patients for additional support
-
Build a healthier, more resilient team and practice culture
FUTURE OF PRACTICE
Rhegan Stewart – “AI-Powered Workflows”
Deliver exceptional patient care while strengthening practice performance.
AI-powered workflows can enhance diagnostic accuracy, streamline operations, and deliver measurable business results without compromising patient care.
-
Improve diagnostic consistency and treatment transparency with AI-powered workflows
-
Connect better patient outcomes to stronger business performance
-
Integrate AI into existing clinical workflows with confidence
-
Increase efficiency while reducing administrative burden
-
Maximize practice growth through smarter clinical and operational decisions
Take a Look at Previous Years’ Dental Practice Content
2025 Theme: Dental Market Disruption – Causes, Effects, Opportunities, and Solutions.
OPENING KEYNOTE
Dr. Martin Mendelson – “From Handpiece to Happiness”
How mindset drives performance and business success.
Break free from worry and overwhelm using a framework for authentic happiness and peak leadership.
- Harness the TEAM™ Framework to upgrade decision-making
- Learn the difference between toxic positivity and authentic optimism
- Rewire your mindset to turn challenges into creative opportunity
- Enhance productivity through cognitive and visual training
FUTURE OF PRACTICE
Mateo Chang – “The Future of Dentistry is MARvelous”
The collision of legacy and AI will redefine dentistry’s next 20 years.
Learn how human-led AI systems and strategic insight are reshaping dentistry’s clinical, financial, and operational playbook.
- Discover how system-driven insight is transforming decisions across every layer of practice
- Learn what sets responsible, expert-led AI apart from risky shortcuts and hype
- Understand how this community can lead—not follow—the AI-powered evolution of dentistry
- Step into a future where clarity, trust, and shared knowledge create a new kind of leadership
FINANCIAL MASTERY
Mark Scott & Nick Smith – “Turning Financials into a Competitive Advantage”
Unlock value and growth using your numbers.
Your financials can be your most powerful business asset—if you know how to use them.
- Use your numbers to drive long-term value and profitability
- Leverage tax planning for wealth creation
- Turn financial insights into smarter decisions and stronger operations
- Identify and eliminate hidden financial inefficiencies
- Create a financial roadmap that supports exit planning and legacy goals
PATIENT GROWTH STRATEGY
Jon Petrie – “Exploring the New Patient Journey”
Avoid costly missteps and increase ROI.
Map and optimize every stage of the patient journey—from first impression to lasting advocacy.
- Understand the 5 key stages of the modern patient journey
- Align marketing to your ideal patient and set proper budgets
- Measure success using the right KPIs and team conversions
GAME-CHANGING GROWTH
Daven Michaels – “Increasing EBITDA: The Untold Strategy”
A case study on generating $15M in 8 weeks—at no net cost.
Real-world financial strategy that creates immediate cash flow and long-term advantage.
- Use IRS tax code to lower taxes while increasing compensation
- Improve team retention with better benefits
- Capture instant EBITDA growth without extra overhead
RETIREMENT & RETENTION PLANS
Jim Moore & Kelly Richards – “Smile, Save, Succeed”
Cash Balance Plans + 401(k) = Smart savings + stronger teams.
Ideal for practice owners 45+ looking to keep more and give more.
- Understand how Cash Balance Plans expand your savings
- Use advanced strategies to reduce taxes and build wealth
- Retain top employees with elite retirement benefits
- See real results from dental practices already using these plans
PRACTICE SALE & VALUATION
George Bollozos & Dr. Roshan Parikh – “What’s Your Practice Really Worth in 2025?”
Know your value. Sell smarter. Avoid the traps.
Get clarity on real market dynamics—what buyers want and what it means for your exit plan.
- Learn how real buyers think—and what drives price
- Avoid the gap between internal valuations and real-world offers
- Understand deal structures, timelines, and doctor-to-doctor vs. strategic buyers
- Identify hidden value in practice-owned real estate
- Spot and avoid common deal-killing mistakes
MARKETING IN THE AI AGE
Patrick McDonald – “Elite Practice Playbook”
Old marketing is a liability. Here’s the new model.
Dominate AI results and local visibility with the Authority Monopoly Method.
- Ditch outdated SEO and content strategies
- Get your practice listed as the default in AI search systems
- Control your narrative ecosystem—not just keywords
- Align with how modern patients behave online
DIGITAL VISIBILITY CRISIS
Ridgely Goldsborough – “The AI Earthquake”
Google just buried your site. Now what?
How to respond to Google’s AI Overviews and content purges—and regain dominance.
- Understand how AI is stealing your search traffic
- Identify the 5 silent killers hurting your website right now
- Make bold moves to win back visibility
- Learn how the Dental Market Dominator program puts you back on top
HIRING THAT LASTS
Dr. Matt VanderMolen – “Winning by Association”
Most associateships fail. Here’s how yours can thrive.
Build productive, profitable associate relationships with intention and structure.
- Clarify your real reason for hiring—growth, time, or money
- Set expectations and responsibilities from day one
- Build a solid onboarding, compensation, and support system
- Avoid common misalignments that lead to early departures
GROUP PURCHASING POWER
Patrick Blanc and Bill Popek – “Smarter Purchasing, Stronger Practices”
Maximize profit without sacrificing quality.
Real savings and service wins from the Sunrise + Midwest partnership.
- Cut supply costs through standardization
- Access new tools for remote equipment service and maintenance
- Improve efficiency and reduce downtime across your practice
ALL-ON-X SIMPLIFIED
Dr. John Phillips & Adam Ahokas – “The New Paradigm in All-on-X”
Confidently deliver full-arch restorations—faster and smarter.
Cut through complexity and deliver high-quality results with streamlined workflows.
- Use digital scanning (with or without photogrammetry)
- Deliver temporaries within hours using lab collaboration
- Simplify components and reduce costs
- Resolve common All-on-X complications with confidence
See what happened at other past events
If you are a dental owner and want to have fun, relax and learn from the industryʼs most experienced and renowned professionals, this is the perfect event for you.
Every year, Sunrise Dental Solutions puts on a three-day long event that brings our coaches, partner dentists, and renowned speakers together so you can enjoy the camaraderie of other motivated dentists and learn from some of the most well-respected minds in the dental industry. Itʼs a great time to network, grow, and see what is really going on in the world of dentistry.
Fun and relaxation are also part of the experience! Donʼt miss the opportunity to take part in many recreational activities while spending time with likeminded people. Join us in an experience that will make you eager to return to your Practice and be better equipped to achieve your goals.
Sunrise Summit 2025
Location