Dental A Team Podcast

#1,160: The Best Ways to Prep + Budget For CE


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Continuing education on your mind? What about areas in your practice you want to grow, or strengths and skillsets you want your team to have? Tiff and Kristy discuss the power of continuing education, including why it changes lives (and offices), where to fit it in your schedule, how to add makeup days of production, and a ton more.

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Transcript:

Tiff (00:00)

Hello, Dental A Team listeners. We are so excited to have you here today. I know there's an intro you guys listen to that says we're excited for you, and what you're listening to today is the consultants, and we're taking over. ⁓ and and we really are excited to be here today. I have the one and only Kristy Treasure with me this morning. And ⁓ Kristy, I had a client this morning.

that they have a client that is a client of yours. And they were like, Who is it? It was, it's, it's treasure, right? Is that her last name? And I was like, that's truly her last name. She truly is a treasure. And they were looking at it. ⁓ your client had recommended you to them. ⁓ and they they were like, is Treasure really her last name? So I felt like I needed to say it tonight. How are you? I know it was it was cute. Yeah. Yeah.

The Dental A Team (00:37)

No.

⁓ that's so cool. Good. Yeah.

Tiff (00:48)

It's the middle of the week for us. This is a wild podcasting day for us. but here we are. Kristy, thank you for being here. And you've got a full week of calls this week too. It's first week of the month for us recording this and how's ⁓ how's everything going over there? How are you how are you doing? How are your clients looking? What have you what trends are you seeing on your end?

The Dental A Team (01:09)

Yeah.

It's crazy because I'm seeing a lot of clients have things fall out of their schedule in May, yet we had great numbers. I'm like, is May gonna be the new September or like what's happening here? But I I don't know if it's weather related, graduations. I don't know. It's it's weird.

Tiff (01:24)

Yeah.

Yeah. Yeah.

I totally agree with you though. ⁓ here like rounding out end of May, like looking at Maine numbers. I've seen the same thing. I've seen a lot of practices that had some stellar production and some stellar collections. And I even have a few practices yesterday that were shocked when they looked at their numbers because they felt like they were so much worse because the schedule kept falling apart. ⁓ yeah, and I said the same thing. I know my o my Ohio office, I said it's cause it's finally not like

The Dental A Team (01:51)

Yeah.

Tiff (01:57)

like fifty degrees and ninety mile an hour winds, people are trying to get outside. So we're definitely hitting that season. And I think people are maybe prioritizing their personal lives a little bit more than maybe we're used to ⁓ in dentistry and we might be seeing that. I don't know. But I agree. I'm seeing that for sure.

The Dental A Team (02:17)

Yeah, and it seems like it's coast to coast. So and the weird thing is is I d even if I say graduations and stuff, that's not new for May, but we'll see. We'll see. Yeah.

Tiff (02:26)

I know, I know.

Yeah, yeah, I do agree. I do agree. Well, I'm excited for the summer. I know here in Arizona it's getting warmer, but we've had a pretty tame summer so far and the rest of the country's catching up to us. So I thought today would be a good day to get us some podcasts under our belt and we chatted before this and decided we're gonna chat about CE, you guys, ⁓ continue continuing education and

Honestly, Kristy, continuing education is something I think you really, really love personally, professionally, and for your practices. It's something I see you prioritize a ton. And so actually, this is a perfect podcast subject for us. And I thought let's chat through some of the CE opportunities, but also, Kristy, I know you and I both work with a lot of practices and a lot of dentists who do a ton of CE.

And making sure we add that into their budget is something I think both of us prioritize. So I thought we could chat about that some as well. So first and foremost, Kristy, personally for you, I would love to hear like what does your CE and your life look like and how how have you successfully prioritized it? Cause I think others can see that in themselves as well. And you truly do. I watch you. You're you're constantly learning, you're constantly absorbing something. ⁓ and how do you how do you fit that into your life?

The Dental A Team (03:52)

Yeah. Well, I I am much like you in that we like to prioritize things and be efficient at it. And having gone through James Clear book for atomic habits, I think it's actually up there on my shelf, but we talk about this all the time and I like to combine, hey, every morning I have to get ready and so why not listen to a podcast or an audio book ⁓ while I'm getting ready? And so

Tiff (04:00)

No.

The Dental A Team (04:20)

A lot of times I will do that for sure. But then also, you know, you, me, all of the coaches, we look at lag measures within a practice and lead measures. And in the next few months, I we're talking about summer, but September is going to be here around the corner too. And we start looking forward to the new year. And as part of our process for looking into the new year, part of that planning can be planning for continuing to education.

Tiff (04:38)

It is.

Okay.

The Dental A Team (04:50)

What are areas within our practice that we want to grow or grow for ourselves and or for practice needs and literally starting to map that out and what it looks like for next year.

Tiff (05:05)

Yeah, I completely agree. I completely agree. And I do think this is the time of the year to think about that because also if we haven't budgeted for it yet for this year, now we need to start looking at what would that budget look like for next year. And I know, Kristy, to your point, there are so many doctors that I've worked with that get to June and they're like, Tiff, there's this thing I want to do in October, but it's full, so I'm on a wait list. And I'm like, Well, when did the list start? Can we do that in twenty twenty seven or whatever the next year is?

Can we do it in that year to also budget for that and be like top of top priority on that list instead of on that wait list? So I totally agree. This is the time of year to start that. Yeah.

The Dental A Team (05:44)

For sure. I was gonna say too

Tiff with CE, listening to you talk. I think about it almost like we break marketing into internal and external. I think with CE, we can almost break it that way too. There can be some very low cost, no cost, just like the podcast or webinars, or take time out of the practice, even to work on some of your internal systems. And that is continuing education for your team too.

Tiff (05:55)

Yeah.

For sure.

The Dental A Team (06:14)

So you could break it into two different buckets. And I know today we were talking about budgeting for the external CE, if you will, but I think teams need to think about that too. And there are the priority of mandatory CE, your HIPAA, your OSHA, making sure we're planning those and blocking them in our schedule too.

Tiff (06:31)

Mm-hmm.

Yeah, that's a really good point. And to your point, the like webinars and the ⁓ team and staff trainings and all of those like OSHA HIPAA ⁓ team training just in handoffs in general, what you guys do with Dental A Team when we come into your office, all of those pieces are continuing education. I totally agree. And sometimes you do have to shut down the office. I know Kiera and I talk about this a lot actually in our COVID shutdown is when Dental A Team like we we were we

busted at the seams. We had so much ⁓ work to do. It was wild, but it was because it was that forced shutdown. There wasn't an option, right? And so rather than having the force shutdown and the practices that we knew really not doing anything, they decided, hey, Kiera, Tiff, we need you to train our teams virtually while they're while they're sitting here so that we can continue paying them and they can continue to grow. So when we come back, our systems are solid. So we were building out operations manuals. We were doing

⁓ we were doing CEs, we were doing how-to's, we were doing everything you can think of, training practices and ⁓ teams in that capacity to your point where it's like, yeah, we just shut down and we're just doing an overhaul of these pieces to get it to where we can run again as soon as we get back. And that is a a massive point because it is continuing education and the budgeting portion of that.

still is okay, great, we're gonna shut down for three days. What does that look like? How do we add that three days worth of production into the rest of the month to make up that shutdown?

The Dental A Team (08:09)

Absolutely. And sometimes it may be cost effective or more cost effective to bring people into the practice versus going outward. But looking at what you have in budget and what it would cost to do it beforehand. Yeah. Huge.

Tiff (08:18)

Absolutely.

Yeah.

Yeah. Yeah. I totally agree. I remember one of the first offices that I went in practice to a long time ago, right? We've been doing this for so long now. But one of the first practices I went to, they were like, Whoa, wait, you want me to shut down my afternoon? And I was like, Yes, I do. And they were like, We can't, we can't lose that production. I was I promise you, you're gonna make it up tenfold after the fact because you're all gonna be rowing in the same direction. So no matter what we do during this meeting,

It's gonna be incredible. Your your meeting's gonna be incredible. You're gonna learn great things. The consultants know some amazing things, but you're all rowing in the same direction. And so the production that's gonna come after the meeting in the months, weeks, all of that time frame is tenfold gonna be more than what you might lose, quote unquote, in those couple of hours that you shut down for that training in the afternoon. So I think that's a great that's a great point, Kristy, is bringing people in and you don't have the hotel, you don't have the flights, you don't have all those costs as well.

The Dental A Team (09:19)

Yeah. The other thing to that too, Tiff, is if you're going externally, make sure you come up with a plan. How are we gonna come back and implement this? So many times we invest in that CE and we go and then we come back. Maybe we learned about sleep or we learned about, you know, a new service, but then we come back and we never really launch it because we didn't develop a plan for how we were gonna come back and integrate it. We just jumped back into the same old routine.

Tiff (09:28)

Yeah.

Yes, which is easy. They talk about like your teeth have that muscle memory. So if you don't wear your retainers, your teeth are gonna go right back to where they're suppos where they're supposed to be, right? Where they grew to. And so your brain is the same. Your brain has that muscle memory and honestly your capacity is the same. So you do you or even having having us in or having another trainer in office, you're like, Yeah, let's do it, let's do it. But to your point, if there's not an actionable, okay, do this, which we leave with, right? We say, Okay, you're gonna do these things, you're gonna do it.

this many times or to this percentage and by this state and so there's an action plan left but if you don't leave with that come back with it or that trainer leaves and you have that your muscle memory and your capacity is gonna flip back to what's easiest and what's easiest is to do what you were doing even if it was hard and not getting the result you wanted it's what you know. So even though it's hard having teeth that are misaligned, your teeth know that space they're gonna go back to it. So you're gonna do the same thing and so will your team.

The Dental A Team (10:45)

Yeah. You know, something else that was coming to my mind is so many doctors hear these new things and they it's like we talk about the shiny object, right? Have you ever with some of your doctors or teams, like before they jump in and invest in that, actually pull your patients and see is this a service that they're looking for or would be interested in?

Tiff (10:55)

Yeah.

The Dental A Team (11:08)

'Cause sometimes they invest a lot, right? And then they come back and they're really disappointed because it was like, Man, I didn't have the market for that or how do I have to market it to really make it work, you know?

Tiff (11:11)

Yeah.

Mm.

Yes, that's huge. And I think that is something originally this topic was given to us as trends in dentistry. And it's like, gosh, trends in dentistry could be so vast, right? And it's like, to your point, it ch it truly just depends on the doctor and the patient base, the demographic that you're in. I've worked with plenty of practices that are in a demographic that doesn't support sleep, but they want to do sleep, right? But they're in ⁓ like a a Medicaid.

you know, area. They they take Medicaid and they do the and yes, I want to offer that service, but to your point, is that something that your patient base is looking for in that area? Yes, I want to give it to them, but the cost might not be worth the value back, the ROI that you're gonna get in return for the CE that you just took.

The Dental A Team (12:10)

Yeah, one hundred percent. Or you're gonna have to spend a ton more in marketing to draw from a greater area, right? And so now your investment just got even greater.

Tiff (12:14)

Yeah.

Yeah.

Yeah. Yeah. And that's the difference I think, Kristy too. I I have a dentist, he loves CE, like loves. I have a bucket, he pours into his CE bucket every single month because he spends a n ton of money on CE every year. And I'm we're like, cool, fine with it. We budgeted for it. But to that point, there's CE that he does that he does because he's interested in it and wants the knowledge. He just likes to learn.

And there's CE that he does that he knows he's gonna actually implement and get a great ROI on in the office. And so he knows those two like demographics, right? He knows those two differences in the CE and he plays to whichever side or team, however you wanna say it, he's playing to to get that to get that done.

The Dental A Team (13:07)

Yeah. Going into it eyes wide open, right? That's that's the best. So then the expectation meets your outcome. But yeah.

Tiff (13:10)

Yeah.

Yes. Yes.

Yeah. Yeah. Yeah. Cause there's so many things. There's a million things I want to learn that I'm interested in. But it's like, okay, well, the ROI has to be there for the time, for the finances, for the input, the output, all of those pieces have to make sense. So yeah, I love that. I do have practices too when we're talking, you know, quote unquote trends that do have like I I talked to a practice yesterday that has a a trainer that comes in for Sarah.

The Dental A Team (13:30)

Yeah.

Tiff (13:43)

crowns, right? So we know all of those. We've got the Sarat Crowns, we've got a bunch of trainers that do come in. We've got practices that come, we come in two practices, but then practices that come to us two times a year. So there's those as well. And there's all the sleep apnea, the implants supported. And I'm a huge advocate before I'll go on this tangent before we move forward. I'm a huge advocate for like going back and learning something you've already learned.

So a lot of doctors that I work with are like, yeah, I took that, I took that implant pathways course, you know, 10 years ago. I'm like, awesome. Do you think anything's changed in the last 10 years that maybe hasn't popped up on a forum for you? Right. Like there's so many things that I think if you if you're not going back and getting that exposure again and retaking classes or getting recertified or what have you, I think there's a lot to be lost in there with how quickly dentistry moves and progresses, especially with technology.

I think it's really easy to fall behind in those spaces.

The Dental A Team (14:45)

I agree with you a hundred percent, Tiff. Yeah.

Tiff (14:48)

Yeah. Yeah. So budgeting for it is easy, right? Well, from our perspective at least. Like from my perspective, it's easy. ⁓ when I think when you're in it, I do this personally. I think when I'm in it, I'm like, yeah, I want all of those things. And then I'm just gonna figure out how to afford them. But what we do is we take a step back and say, Okay, cool. What do you want to do? And and like you said, do the research on what is your patient base, what are they using? And I like to look at what are you referring out the most that you want to keep in house that you would

that you would want to do. If you don't love root canals, don't do root canals. Refer those out. But if you're like I could place implants and I could enjoy that, great. Then maybe we look at an implant course depending on how many you're sending out. So do that due diligence and then start vetting courses. Like what courses have the best reviews? Where how far are they? I make my doctors look at the course cost, which is always easy. We think of that. But then on top of that, what is your travel?

The Dental A Team (15:21)

Right.

Tiff (15:48)

Right. And I think maybe Kristy that comes from us traveling. It's very easy for us to think that far ahead to be like, okay, well, what about a rental car, a flight, and a flight home and a hotel and food? Like we're doing this every other week. So I think it's easy. But I have them like lump all of that together and then literally build a budget so that they're saving a certain amount of that goes into their not their

Bam per se, right? Because that's how do we keep the practice open. But it's their BAM of well, if we want to make this happen, that's the in access bam that we're saving.

The Dental A Team (16:22)

Yeah, I agree with you. And then that way too, we chunk it down, right? If the course is next September, we have this many months to add that to our bucket, so to speak, to pay for it, right? And same thing if they're looking to take team with them, it makes it a a lot more affordable than fo forking it all out at once. And then we also know what we have to hit every month, like you said, to the BAM. We make it a goal with the team and we achieve it together.

Tiff (16:26)

Yeah.

Yep.

Yes.

Yeah. Yeah.

Yes, and we move the money. Don't leave it in the account that can be spent. We move the money. Yeah. Yeah. Yeah. Yeah. I have an office that I had a ⁓ an office manager call me just frantic. And she's like, my gosh, there's this thing coming up. It's this massive thing that doctor decided she wants to send everybody to. And it's in three months. And she's like, I don't know how we're gonna afford it. That's not like great question. So we had to work backwards, you know, and it

The Dental A Team (16:58)

Absolutely agree with you a hundred percent.

Tiff (17:23)

It was a stretch and it was hard, but I was like, cool, now we know this is something that you guys are interested in and it's gonna happen again next year. So if we're gonna go again next year, now we know the costs and we can pay for this this year, figure out how to pay off that credit card, and then start saving for the next one. And we worked it for the office manager. It was very easy because we had worked something similar for a bonus that they

we're working towards and so she could like relate it. She's like, this is exactly what we did for that the cruise we want to take or whatever it was, the Hawaiian vacation, whatever wherever they were sending them to, I can't remember, that she could relate it and say, ⁓ I can do that. And I'm like, gosh, we make it so difficult, right, to budget these things out. But we do it in our personal lives when we're like, I want to go to Europe. I want to go on a trip. I want to go to California, wherever. We're doing the same thing, but we forget to do that in business.

The Dental A Team (18:15)

Yeah.

I love that you talked about the bonus because literally I was gonna say these CE things can be a very rewarding thing to take the team to and use it in that capacity. And to be honest with you, Tiff, I there's been so many times where I've seen doctors go, Well, I'll take my key players. And then they come back and they regret that they didn't bring the whole team because hearing having the whole team go to some of these things.

Tiff (18:33)

Yeah.

The Dental A Team (18:41)

⁓ number one, the bonding experience for team can be huge. And number two, we all hear things differently. So we're gonna bring back a different piece of the pie and literally to hit the ground running and really implement some of these things coming back can be hugely beneficial to bring the whole team if you can budget and afford it, right? So with that being said, to add that to the budget and plan for it can be rewarding in more than one way.

Tiff (18:48)

Yep.

Yeah.

Absolutely. And I think it shows the investment in the team, Kristy, because as you're talking, I'm thinking of all the excuses I'm gonna hear from doctors, right? Like, well, my team turnover. I don't know if that like what if they leave? And it's like, what if they do leave? But showing if you have the availability and if it's a desire of yours. I'm not saying change your perspective and change your thoughts and ideals. Like I it's neither here nor there to me, but my perspective can be on this.

If I show the investment to this team and I truly believe in them and I want them here, I'm investing in them and I'm having fun with them. I'm integrating them as my team and I'm not sitting here saying I'm the only one who can do this. So I'm gonna go and bring it all to you guys, but you guys can come with me. I think Kristy that helps that bond and it helps that tie to the doctor and the practice and increases the culture value. So you're actually potentially with the right people.

less likely to lose people than more likely to lose people if that makes sense.

The Dental A Team (20:09)

Yeah,

one hundred percent. And and I've heard that in my a lifetime in dentistry too. But I will tell you that, you know, it it's CE has been one of the things that's really helped form me. And I'm very grateful for the people that invested in me. And you know, to that point too, Tiff, sometimes we have to look like I did come back and maybe they only stayed a year or two. However, they might have brought more to the bottom line too that wouldn't have been there.

Tiff (20:23)

For sure.

The Dental A Team (20:38)

So don't always see it as a loss either. And you never know what's going to come back around. You know, even if those people leave, they may be referring patients to you just because you have that knowledge and know the skill set.

Tiff (20:39)

Yeah.

Yeah. And building, I think to your point, building ⁓ systems and protocols and settings things into stone thereafter the CE, right? Like there's so much groundwork that's being laid, whether they leave or not. They're doing so much for the future people who are coming in and potentially even referring other employees to your practice, not just patients as well.

The Dental A Team (21:01)

Yeah.

Yeah. I'd say, you know, last year, at the end of last year, I had one of my clients that was looking to go to an Invisalign course and she literally was worried about bringing the whole team and stuff. But afterward, she was ready to book another one. And literally at that meeting, you know, we talked about it. Set your goals. And they literally ⁓ set their Invisalign goals and got to Pearl level like within less than a year.

Tiff (21:29)

Yeah.

wow.

The Dental A Team (21:42)

And so it really did number one, bomb them and the team got rallied and excited and it affected, you know, how they were treating patients and team. So they all benefited.

Tiff (21:54)

Yeah. That's awesome.

That's amazing. I love that. I love that. So I think this one kind of I this was more of a conversation and I loved it. And I knew it would be because it was a it's a controversial subject and there's so many different angles to take on it. So thank you for having that with me. I would say C E is important. It's summertime, so it's time to

Make sure you've got your CE this year. If you need it for your license, by the way, start looking if you don't have that yet. And secondary to that, Kristy, I totally agree. It's time to start thinking about next year. So 2026 right now, so whatever year you're listening to this, it doesn't matter. ⁓ next year is still next year. So right now, start thinking about 2027 and budget it. I think Kristy, you're 100% right. Inventory your practice. What are what are things you're referring out that you could keep in that you would want to keep in? I talked to a dentist yesterday that does not want to do root canals.

Don't do them if you don't want to do them. Like you only do the things you want to. So then look for the courses, price it out, price out the whole thing. If you're leaving, price it out. If you're bringing someone in, price it out. Like whatever that is, what is the production you're gonna lose both ways? If you're leaving the office or if somebody's coming in, what's the production loss? ⁓ price it out and then prep for it. So start budgeting that every single month and moving that money. I have a lot of doctors who will prepay for CE at the end of the year.

to get rid of some of that cash so that they're not paying taxes on that chunk of cash. And that's a really easy way to do it. I know we do try to do end of year spending. What better time of year to start prepping for that than mid year? Yeah.

The Dental A Team (23:29)

Absolutely.

Couldn't agree with you more, Tiff.

Tiff (23:32)

Awesome. Okay, well guys, that's a wrap on our CE chat for today. I hope that you find something really, really fun. Leave us a review below. Let us know what you decided to do and if there are any courses that you guys suggest for other practices. We are all about sharing best practices and sharing just a wealth of knowledge from wherever we can gather it. So leave that in the comments as well or reach out to us. [email protected].

And we will be more than happy to take your suggestions and also help you budget if you need help budgeting. So that's a wrap. Kristy, thank you so much. I know this was a slam dunk of a scheduling opportunity here. So I appreciate you being here today with me, and I appreciate you always making podcasting so easy. Yeah, awesome guys. And I hope you go have a wonderful summer, and we'll catch you next time.

The Dental A Team (24:14)

Thank you.

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