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Speaking Engagements

Don't settle for a generalist - tap the experience of specialist. As CEO of PracticeCFO, a financial management firm uniquely qualified to help dental practice owners maximize their profitability and overall financial success, Wes holds years of industry expertise and knowledge. With a strong list of study club presentations, seminars and conferences under his belt, he's here to educate - and inspire - dentists to thrive financially.

This is not the run-of-the-mill speaker talking to an audience. Wes's presentations are interactive, thorough and invigorating. Experience the difference, empower your audience and book an engagement today!

Dental Specific Business Financial Planning

  • Practice Goals

  • Cash Flow Projection

  • Practice Retirement Plan Designs (401K, DB, etc)

  • Debt Planning

  • Payroll Structuring

  • Surplus Dollar Planning

  • Tax Planning

  • Capital Expenditures

  • Associates

  • Practice Purchases

  • Practice Sales

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Topics
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Personal Financial Planning as a Dentist

  • Retirement Planning

  • Personal Budgeting

  • Investment Portfolios

  • Risk Tolerance Reviews

  • Education Funding

  • Legacy Planning

  • Practice Transition

  • Personal Insurance

How The Presentations Work

All presentations can be done either in-person or remotely, and will come fully equipped with accompanying visuals, Power Points, worksheets, break out labs and more. Engagement topics are also fully customizable to your organization's needs. All engagements are handled on a personalized, one-on-one basis. Simply reach out with what your specific needs and goals are, and we will expertly curate discussion points to best suit your audience.

See below for examples of frequently covered presentation topics.
 

Video Sneak Peaks
Pior Engagements

AOF Videos
What Can You Expect In Wes's Presentations?

What Can You Expect In Wes's Presentations?

01:21
Play Video
Financial Independence

Financial Independence

06:47
Play Video
Dental Practice Accounting 201: Fixed Costs, Variable Costs, and Breakevens

Dental Practice Accounting 201: Fixed Costs, Variable Costs, and Breakevens

17:26
Play Video

Prior Speaking Engagements

12.9.14

Coachella Valley Dental Society

6.24.15

Harbor View Dental Society

10.23.15

Dentistry Success Stories

2.12.15

Patterson Training
Center

8.20.15

Mission Viejo Study Club

1.28.16

PA Academy of General Dentistry

3.19.15

Western
University

8.27.15

San Diego Dental Society

 2.2.16

Orange County Dental Society

4.20.15

Loma Linda
University

9.18.15

CEREC30
Conference

2.17.16

Harbor View Dental Society

 3.10.16

NCOFSC Dental Fest - San Diego

 10.4.16

OC Dental Society - Newport Beach

 3.13.17

Western
University

 9.19.17

Orange County Dental Society

  9.7.18

PA Academy of General Dentistry

 5.12.16

California Dental Association - Anaheim

11.10.16

SDC Dental Society: The New Dentist

 3.23.17

SVF Dental
Society

 1.31.18

Kevin Kenny Study Club, San Diego

 9.26.18

Patterson
Dental

 5.26.16

San Diego VA Clinic Dental Seminar

11.17.16

Patterson
EDU

  4.8.17

Dental Mastermind: Business of Dentistry

 5.18.18

California Dental Association (CDA)

10.19.18

USC School of Dentistry

9.13.16

San Diego Advanced Study Club

  2.8.17

Harbor Dental
Society

 5.18.17

San Diego VA Clinic Dental Seminar 

 5.22.18

Western University: The New Dentist

11.21.19

SDCDS New Dentist Seminar

Testimonials

What Dentists & Study Clubs Say

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Dr. Kevin Kenny - Patriots Study Club, San Diego

Mr. Wes Read has spoken to the Patriots Study Club in San Diego. His timely advice on tax strategy, financial practice management and understanding of pension plan options was most helpful to our members. I give his presentation an A+ and look forward to his return.

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