Dental Entrepreneur Woman - Autumn

Autumn 2025

Redefining What’s Possible: Why Women Who Expand Change the World

By Allison Lacoursiere

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Autumn Editor and Publisher Anne M. Duffy, RDH Project Manager

Charter Sponsors A-dec Crest Mary Fisher-Day

Tari Sixpence Director of Strategy and Growth Karla Moreno Creative Consultant Beth Linesch Design and Layout Brian Rummel Production [CURAtive] James B. Kennedy Web Management Bhakti Kulmala Cover Photo Studio EightyEight

Inspired Hygiene Patterson D5 Patterson Fuse Shofu

Autumn Contributors Shelbey Arevalo Ann Cadoret Kristin Evans Laurie Ingwersen Dayna Johnson Danielle Kramer Allison Lacoursiere Gabriela Eva Maycher Lynn Pencek Julia Berk Pirro Lorie Streeter Dr. Namrata Upadhyay Beverly Wilburn

Advisory Board Emeritus Linda Miles Advisory Board Malika Azargoon Christie Bailey Dr. Brittany Bergeron Kristie Boltz Debora Carrier Angela Davis-Sullivan Dee Fisher Dr. Hazel Glasper Brandi Hooker Evans JJ Litrell Suzanne Kump JoAn Majors Jamie Marboe Minal Sampat Joanna Scott Tari Sixpence Crystal Spring Samantha Strain Aimee Vail Vanessa Vitagliano Beverly Wilburn

Editorial Office 8334 Pineville Matthews Rd Ste. 103-201 Charlotte, NC 28226 704-953-0261 Fax 704-847-3315 anneduffy@dew.life Guidelines go to dew.life

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This Autumn issue of Dental Entrepreneur Woman carries with it more than stories, it carries momentum. In just a few weeks, this very edition will be showcased at our 7th Annual DeW Retreat, where we will gather with 250 women, our biggest retreat to date. That number is not just a milestone; it’s a reflection of how far we’ve come as a community and how deeply women in dentistry are craving spaces of belonging, growth, and inspiration.

For me personally, this year has been a season of growth. And growth, as you know, doesn’t come without its challenges. I have always been fiercely independent, and letting go of control hasn’t been easy. But what I have learned, sometimes the hard way, is that real progress happens when we allow others to come alongside us. DeW was never meant to be built by one person; it has always been about the power of community. This year, I have been surrounded by professionals, friends, and colleagues who have carried pieces of the vision forward, and I am in awe of what can happen when we allow space for collaboration.

That theme of growth and community is woven through every page of this magazine. You’ll read about women who dared to expand their lives and their businesses, showing us that success doesn’t have to come at the cost of joy. You’ll meet women who turned personal pain into advocacy, who built bridges not for themselves but for those who follow, who reimagined what financial freedom can look like, and who discovered adventure, healing, and legacy in unexpected places.

• Allison Lacoursiere reminds us that when women expand, they change the world, not just for themselves, but for everyone around them.

• Shelbey Arevalo shares her journey of turning heartbreak into a lifelong mission of advocacy for our most vulnerable.

• Laurie Ingwersen opens our eyes to new strategies for building financial security and freedom, showing us that empowerment can be found even in numbers.

• Kristin Evans reflects on the bridges we build for others, reminding us that our work is never just about today, but about those who will walk the path after us.

• Gabriele Eva Maycher takes us on her journey of reinvention and adventure, inspiring us to say “yes” to new possibilities.

• Dr. Namrata Upadhyay challenges us to look at dentistry and womanhood through a global lens, reminding us how interconnected our struggles and triumphs truly are.

• And in “Dew Drops of Love,” Beverly Wilburn honors Sandi Roggow, whose life shines as a legacy of creativity, entrepreneurship, and generosity.

And these are just a handful of the stories you’ll find here. This issue is rich with voices, each one unique, yet bound by the common thread of courage, resilience, and the desire to make the world better.

As I prepare to welcome so many of you to our retreat, I am filled with gratitude. Grateful for our contributors who pour themselves into these pages. Grateful for our mentors who walk alongside new DeWs. Grateful for my team, who works tirelessly behind the scenes to bring both this magazine and the retreat to life. And deeply grateful for our sponsors, whose belief in our mission makes this all possible. Their trust in us, and in the integrity of this publication, allows us to keep building a platform that honors and elevates women in dentistry and beyond.

Most of all, I am grateful for you, the women who make up this community. Whether you are a first-time reader or a DeW who has been here since the very beginning, you are part of this movement. Together, we are expanding what is possible, advocating for what is right, building bridges, and leaving a legacy for those who come after us.

As we step into this retreat, and as you turn the pages of this magazine, I hope you feel what I feel: that we are not just telling stories, we are living them. And together, we are writing a future that is bold, beautiful, and undeniably ours.

With love and gratitude,

Anne

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Autumn 2025

DeWers

6 Redefining What’s Possible: Why Women Who Expand Change the World Allison Lacoursiere

DeW Dish 11 Ann Cadoret 12 Lynn Pencek 13 Lorie Streeter

Living Your Strengths 14 H ow Dental Advocacy Is Changing Lives for Our Most Vulnerable Seniors Shelbey Arevalo

16 R eturning to My Roots Julia Berk Pirro

Resilience 20 Climbing with Intention: Building Bridges in the Dental Profession Kristin Evans

24 M y Home Exchange Adventures: A Traveling Dental Hygiene Coach’s Journey!

Gabriele Eva Maycher

26 Beyond Traditional Retirement Plans: How Cash Balance Plans Can Transform the Financial Future of Dental Practice Owners Laurie Ingwersen

Success 28 F rom Marketing Dreams to Dental Destiny: How Losing a Job Led Me to the Life I Was Meant to Live Dayna Johnson

30 L egacy in My Hands: From My Grandfather’s Footsteps to Leading with Purpose in Dentistry and Beyond Danielle Kramer

32 T he Hidden Secrets Behind My Business of Smiles Dr. Namrata Upadhyay

DeW Drops of Love 36 Footprints on the Sandibeach Beverly Wilburn

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REDEFINING WHAT’S POSSIBLE: WHY WOMEN WHO EXPAND CHANGE THE WORLD

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have always had a deep desire to live my wildest dreams and make a meaningful difference in the world, both at the same time. I didn’t want to pursue one at the cost of the other. I’ve never wanted to compromise between building something that matters and living a life that feels aligned with me.

That desire pulled me far beyond the borders of my small Canadian hometown. It led me to compete on Bermuda’s national volleyball team, pushed me to move to another country at nineteen, allowed me to manage a dental practice at twenty-four, and encouraged me to start my coaching company during the height of the global pandemic. None of this followed a straight line, and most of it may not have made much sense from the outside.

Yet, there was something within me, an intuitive and persistent nudging that kept drawing me toward more. I couldn’t explain the pull I felt; I just knew I was meant for a bigger life.

The path, however, wasn’t always pretty. There were seasons of doubt, heartbreak, and financial pressure. I made mistakes and questioned everything. There were moments when I looked at my vision and thought, “Who am I to want this?” Yet, I kept going not because I had all the answers, but because I refused to betray the inner knowing that my life was meant to feel expansive. There was something sacred about pursuing the dreams placed on my heart, and I realized that building this life wasn’t just about me; it was about something much bigger.

Over time, I learned that by not giving up on myself, I’ve helped other women do the same. Sometimes, all it takes is seeing another woman rise to realize that we can, too.

You might not even know it, but today you could be that

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By Allison Lacoursiere

woman for someone else.

What I see in my clients, brilliant, talented, compassionate women, is that we often feel guilty for wanting more.

Some of my clients feel guilty for wanting to drop their kids off at school and miss their morning huddle, clients feeling guilty for admitting they have big financial goals or wanting to be a keynote speaker. We’ve been conditioned to prioritize everyone else’s needs and to silence our dreams until it’s “a better time.” We’ve been taught that success must come with struggle, that rest is indulgent, and that ambition is something to be ashamed of. But the truth is that becoming the most fully expressed version of yourself isn’t selfish, it’s the most generous thing you can do. When you grow, everyone around you benefits. When women rise, their families rise. Their teams rise. Their communities rise. We are powerful catalysts, and when we live in alignment, we shift the world.

For years, I believed that success had to come through sacrifice. I saw many high-achieving women who built incredible businesses but were completely burned out.

Their schedules were full, but their lives felt empty. They looked successful on paper, but something was missing: joy, peace, and a sense of home in their own bodies. I knew there had to be a different way.

So, I built one.

When I created Clear Coaching LTD, my intention was to redefine what success could look like. I didn’t want to teach women to hustle harder; I wanted to help them lead differently. I created systems and frameworks that honor the whole woman: her intuition, her strategy, her nervous system, and her need for stillness and structure. I blended

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neuroscience with automation, spirituality with leadership, and built a business model that allows women to scale with alignment, not exhaustion.

Because yes, you can grow your business and grow your joy.

Yes, you can raise your prices and raise your standards.

Yes, you can build an empire and still take a nap.

What I’ve discovered is that the hardest part of building a life you love isn’t writing the business plan or launching the offer. It’s facing the voice inside that whispers, “Who do you think you are?”

I’ve battled that voice, ignored it, and tried to outwork it. Eventually, I realized I needed to rewire it. I began to doubt my limitations instead of my potential.

There were times I felt certain I had failed. I remember moments when I could not imagine physically getting on a plane, let alone stepping onto a stage, because I was so exhausted from constant travel. I remember losing more than $50,000 in a hotel negotiation for a conference that never materialized, and a partnership that fell apart. I remember the first time I was publicly sexually harassed, feeling as though it was my fault and carrying a heavy sense of shame, convinced I must have done something wrong. I remember discovering that people within an organization were gossiping about me simply because I came in and shone too brightly. I remember working for companies that never felt aligned with me and ultimately walking away after building them, before ever seeing the payoff. The list of my lessons learned, or “blessons,” is long.

There were times I wanted to walk away and go back to something safer and feel the security of an employer or someone else taking the risk or calling the shots. But each time I stayed with it, each time I trusted the process, I was being shaped into a version of myself that could hold the life I was building. The obstacles weren’t stopping me; they were forming me. And if you find yourself in that space now feeling stuck, uncertain, or stretched to your limits, please know this isn’t the end. This is the beginning of something bigger. This is your initiation into the next level of you.

The truth is, we don’t always realize the impact we’re having. The way you show up when no one

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DeWERS

is watching, when the pressure is on, when the doubts are loud, is already shaping what’s possible for the women who come after you. You don’t have to have it all figured out. You don’t need to be perfect. You just need to be real.

businesses built on collaboration rather than competition, and wealth creation that isn’t just about accumulation but about circulation—pouring resources back into families, communities, and causes that matter.

Your life is already the message, not the filtered version, but the full one, the courageous one. It’s the version that shows people what’s possible when a woman chooses herself, again and again.

In this future, women design businesses that serve their lives instead of consuming them. They scale with systems, support, and strategy, while also honoring their intuition, health, and joy. They take time off without guilt, celebrate their wins without apology, and model what it looks like to lead with both heart and power.

So, who is the woman you’re becoming? She may not have a title that makes sense to others. She may not follow a conventional script. But she is grounded in truth, leads from alignment, and takes up space with both softness and certainty.

MY FUTURE VISION FOR WOMEN IN BUSINESS The future I see is one where women no longer feel the need to apologize for their ambition, their wealth, or their desire for more. A world where women don’t have to choose between being powerful CEOs and present mothers, between luxury and legacy, between achievement and ease.

This is the ripple effect I am committed to creating: when women expand, the world expands. When women claim their worth, entire industries shift. And when women build from a place of alignment, they don’t just change their own lives—they change what’s possible for everyone.

Allison Lacoursiere is a high-performance business strategist and founder of Clear Coaching LTD. She helps women scale their businesses through systems, alignment, and AI—while living lives filled with joy, impact, and wellness. She currently lives by the ocean in California, where she surfs, rides horses, and coaches the next generation of bold, intuitive women.

I envision boardrooms filled with feminine wisdom, photography by Studio EightyEight

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DeW Life Retreat 2025 N o v e m b e r 13 -15 , C h a r l o t t e , N C d e w. l i f e /e v e n t s

We at DeW are deeply grateful to our 2025 Retreat sponsors whose commitment makes this gathering possible. Their support reflects more than partnership, it reflects a belief in the power of women in dentistry and the importance of creating spaces where connection, growth, and leadership can thrive. By standing with us year after year, they help ensure that this community continues to grow stronger, more visible, and more impactful in shaping the future of our profession.

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DeW Dish 10

progress. Breaking inner circles and be "overqualified" has proved to be difficult. Overcoming that has been challenging but a lesson learned in grit and determination.

WHAT’S YOUR GO-TO WAY TO RESET WHEN YOU’RE HAVING A ROUGH DAY? Boxing with my trainer and turning my phone and computer off for the day is my go-to for resetting a rough day.

WHAT ADVICE WOULD YOU GIVE SOMEONE STARTING THEIR JOURNEY IN YOUR FIELD TODAY?

ANN CADORET

Executive Director Advancing Oral Health in the Safety Net www.linkedin.com/in/anncadoret/

WHAT’S YOUR FAVORITE PART OF THE WORK YOU DO, AND WHY DOES IT LIGHT YOU UP? Inspiring people and then watching the change happen to their staff and patients

TELL US ABOUT A WOMAN WHO’S DEEPLY INFLUENCED YOUR LIFE OR CAREER. WHAT DID SHE TEACH YOU? There are two women: First is Dr. Carolyn Brown, a dentist who has generously supported my growth and learning.

She’s created space for me to thrive and contribute confidently, even as a non-dentist in a field largely dominated by dentists. The second is Melissa Turner who has inspired confidence in who I am, what I know, and using my experience and natural gifts to expand my horizons and find my place in the oral health world.

HOW DO YOU PERSONALLY DEFINE SUCCESS—AND HOW DO YOU KNOW WHEN YOU’VE HIT IT? I define success as the moments when my mind is calm— free from self-doubt and inner noise. I know when I have hit it when I work for a company whose mission and values reflect my own—and where that alignment is mutual and respected.

WHAT’S ONE CHALLENGE YOU’VE FACED IN YOUR CAREER, AND HOW DID YOU OVERCOME IT? Getting laid off from a company that I loved has been the biggest challenge. Overcoming it has been a work in

Build a network of people who truly have your best interests at heart—those who will advocate for you, open doors, and speak your name in rooms you haven’t entered yet.

Surround yourself with colleagues who go the extra mile to champion your work and your worth. And if you hold only an RDH license, consider pursuing a master’s degree.

The depth of knowledge and broader perspective you gain in graduate school can be the key that propels you into impactful nonclinical opportunities.

WHAT DOES REAL WORK-LIFE HARMONY LOOK LIKE FOR YOU THESE DAYS? To me, work-life harmony means having the flexibility to be present for my kids—getting them where they need to be and showing up for their games and events—while still delivering high-quality work. It’s about having the autonomy to manage my time, even if that means working evenings or weekends, as long as deadlines are met or exceeded.

True harmony happens when I’m trusted to deliver results without being micromanaged, and when my employer values outcomes over a rigid 9-to-5 schedule.

WHAT’S A QUOTE OR PERSONAL MOTTO THAT KEEPS YOU GROUNDED OR INSPIRED? Lead with purpose, grow with intention, and lift as you climb.

WHO WOULD YOU LOVE TO HAVE LUNCH WITH (LIVING OR PASSED), AND WHAT WOULD YOU ASK THEM? My mother passed away 17 years ago. I would love to have lunch with her and ask her if she is shocked at how far I have come :)

WHAT’S YOUR WALK-ON STAGE ANTHEM—THE SONG THAT PUMPS YOU UP? Till I Collapse by Eminem and Good Life by One Republic

WHAT’S ONE GUILTY PLEASURE THAT ALWAYS BRINGS YOU JOY (NO GUILT ALLOWED!)?

Hands down, coffee oreo ice cream!

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WHAT ADVICE WOULD YOU GIVE SOMEONE STARTING THEIR JOURNEY IN YOUR FIELD TODAY? If you want to be a speaker, you need something to set you apart from speakers on similar topics. Know your stuff, share your experiences, share your wins and failures, be original, be authentic, and have a nest egg saved before you start.

WHAT’S A QUOTE OR PERSONAL MOTTO THAT KEEPS YOU GROUNDED OR INSPIRED? A Ben Franklin impersonator shared "Your first million will be the hardest to make".

WHO WOULD YOU LOVE TO HAVE LUNCH WITH (LIVING OR PASSED), AND WHAT WOULD YOU ASK THEM?

LYNN PENCEK

Dental Hygienist, Speaker, Dog Mom Practice At Your Best, LLC www.PracticeAtYourBest.com, FB @ LynnPencekMinni, LI @LynnPencek

WHAT’S YOUR WALK-ON STAGE ANTHEM—THE SONG THAT PUMPS YOU UP?

I get to explore questions, share information, and mentor.

"Excellent question! I like to start my classes by calling out the city name I'm in and get the audience going like rock concerts. Years ago, I was asked to pick walk-on music for a sales meeting, I picked Ozzy's "Crazy Train" and Daft Punk/Kanye's "Stronger"

TELL US ABOUT A WOMAN WHO’S DEEPLY INFLUENCED YOUR LIFE OR CAREER. WHAT DID SHE TEACH YOU?

WHAT MOVIE OR TV SHOW ALWAYS MAKES YOU LAUGH NO MATTER HOW MANY TIMES YOU’VE SEEN IT?

Patti Williamson took a chance and hired me for my role with Nobel Biocare. She was an amazing mentor. She gave me grace when I was overwhelmed and struggled. She taught me that you will never know all the answers.

I'm a big fan of the old Bond movies; the Austin Powers series is brilliant. Still discovering new details. Come on, Mike Meyers- you have another in you!!!

WHAT’S YOUR FAVORITE PART OF THE WORK YOU DO, AND WHY DOES IT LIGHT YOU UP?

HOW DO YOU PERSONALLY DEFINE SUCCESS—AND HOW DO YOU KNOW WHEN YOU’VE HIT IT? I was looking for balance and independence. Work with those you know and like. If it doesn't feel right, politely share that it's not a match and walk away.

WHAT’S ONE CHALLENGE YOU’VE FACED IN YOUR CAREER, AND HOW DID YOU OVERCOME IT? You will never know it all, and it's ok to ask for help. I hired a team with skills I do not posess. Hiring a digital marketing service has been my secret sauce!

WHAT’S YOUR GO-TO WAY TO RESET WHEN YOU’RE HAVING A ROUGH DAY?

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My mom, she died when I was 21. I'm not sure what I would ask first. I just want a hug from her.

Right now, it's my adorable puppy Charlie. He's not going to be small for long. I also love to exercise, a quick swim, skate, run can turn around any day.

WHAT’S THE MOST MEANINGFUL GIFT YOU’VE EVER RECEIVED—AND WHAT MADE IT SO SPECIAL? My brother gives the best gifts, always well thought out; he has a true talent. He gave me a blinged-out smart screen remote advancer!

WHAT’S THE BEST GIFT YOU’VE EVER GIVEN SOMEONE ELSE? I love to get things for my sister! If I love it for me, I'll get a second for her- clothes, hairstyle tools, makeup. Kristen is much less high-maintenance than I am. I'm not sure if she can appreciate what I get her. I just do it because I love her.

I once bought season tickets to the Phillies for my husband with a bonus check.

WHAT ADVICE WOULD YOU GIVE SOMEONE STARTING THEIR JOURNEY IN YOUR FIELD TODAY? Dentistry is a beautiful family. It's made up of so many different people, business views and ultimately everything we do lends itself to making the patient journey the best it can be. Advice would be keep the patient outcome FIRST then everything you do will lead to that outcome, access to care for patients and healthy dental teams..

WHAT’S A QUOTE OR PERSONAL MOTTO THAT KEEPS YOU GROUNDED OR INSPIRED? My Grammie taught me at an early age "if you do good things, good things happen" and it has been with me all the days of my life. I want to do good things for people, for companies and most importantly for my family and friends.

LORIE STREETER

Vice President of US Expansion MaxAssist maxassist.com, LynnPencekMinni, LI @LynnPencek

WHAT’S YOUR FAVORITE PART OF THE WORK YOU DO, AND WHY DOES IT LIGHT YOU UP? Since I have a fairly new role, I love the challenge of learning a software. I'm in awe at the product our team has built and I am humbled that I have been trusted to grow our brand footprint. What I love MOST about it, is that it will help offices nationwide connect more deeply with their patients which ultimately leads to better access to care and smoother workflows.

TELL US ABOUT A WOMAN WHO’S DEEPLY INFLUENCED YOUR LIFE OR CAREER. WHAT DID SHE TEACH YOU? Without a doubt Heather Colicchio, the founder of AADOM. Her tenacity and dedication made me a better human.

She managed to have the vision to build one of the best communities in dentistry and I was so lucky to be on that ride with her for over 17 years. Heather is smart, kind and always believed in all of my crazy ideas! Everyone needs someone to believe in them. .

WHAT’S YOUR GO-TO WAY TO RESET WHEN YOU’RE HAVING A ROUGH DAY? We have a four wheeler on our property here in Idaho. We live by a lake. When I'm in a funk I ask my husband Roger to get out the quad and we drive around the lake. Something about that makes everything feel small and I always return in a better space than I left.

WHO WOULD YOU LOVE TO HAVE LUNCH WITH (LIVING OR PASSED), AND WHAT WOULD YOU ASK THEM? Honestly, this might sound weird but Steve Bilt, the CEO of Smile Brands. I worked there for 5 years and really enjoyed listening to his vision, watching the rise of the company and would love to pick his brain about the state of dentistry, my role and how it's evolved and get any advice I could from him.

WHAT MOVIE OR TV SHOW ALWAYS MAKES YOU LAUGH NO MATTER HOW MANY TIMES YOU’VE SEEN IT? Honestly the silly movie GrownUps. I loved watching it over and over again with my son when he was growing up. It is a memory, a moment in time and is terrifically stupid funny!

WHAT INSPIRED YOU TO JOIN THE DEW LIFE COMMUNITY? WHAT CALLED YOU TO BECOME A DEW? Honestly I needed community. After leaving my former role I knew that community was critical and I was looking for support and a place to land. DEW has been that for me. This is the first year I will be heading to the retreat and I can't wait to experience the energy and passion I see in the DEW pictures from past events.

WHAT ARE THE STRENGTHS YOU LEAN INTO MOST IN YOUR LIFE AND WORK? I'm truly an empath by nature. I try to focus on being a servant leader in my home life and work life. I love people and honestly care that they are happy, healthy and thriving.

I'm a certified therapeutic coach and this comes in handy when working with those that struggle for one reason or another. I apply those skills day to day in my collaborations, interactions especially at work. I believe I'm known for being a good listener and someone people can trust.

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LIVING YOUR STRENGTHS

HOW DENTAL ADVOCACY IS CHANGING LIVES FOR OUR MOST VULNERABLE SENIORS

By Shelbey Arevalo, CDA, QMDSA, BCPA

A PERSONAL PROMISE Advocacy isn’t a trend. It’s a mission. A calling. And for me, it’s deeply personal.

In 2008, my world changed forever when my father suffered a stroke. I’ll never forget being pulled out of class at Roseville High School and knowing in that moment that life would never be the same. The man who raised me with strength and dignity became vulnerable in ways I never could have imagined.

Ten years later, I rescued him from a hospital with nothing but the clothes on his back—neglected and abused by his longtime spouse and caregiver. Thata moment altered the course of my life.

I made a promise that day: My father, who will be 65 next January, would never be neglected again. And if I could help it, neither would anyone else. That promise became my life’s work.

BRIDGING THE DENTAL GAP For more than 15 years, I’ve worked in dental management, insurance navigation, and patient support to address one of the most overlooked issues in healthcare: the disconnect between patients and providers.

We’ve expected patients—especially seniors and those with chronic illness—to be their own advocates. But when you're overwhelmed, sick, or aging, that expectation is not only unrealistic, it’s cruel.

My mission is simple: to ensure patients have someone in their corner—someone who understands the system, can speak the language, and can guide them through every step of care.

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"I promised my father he would never be forgotten again. That promise became my life’s work."

On the provider side, I’ve also helped dental teams build ethical and efficient billing systems that reduce burnout and support patient-centered care. Ethical billing isn’t just about getting paid—it’s about building trust, ensuring transparency, and protecting everyone involved.

Both paths—supporting patients and equipping providers—are rooted in the same belief: integrity matters.

THE OVERLOOKED CRISIS IN SENIOR ORAL HEALTH Oral health is a cornerstone of overall wellness, yet it’s often excluded from conversations about aging. The statistics are sobering: • Nearly 1 in 5 adults over 65 has untreated tooth decay.

• Over 2 in 3 older adults have gum disease, which is linked to serious health conditions like heart disease and stroke.

• Many lose their natural teeth—not due to aging, but from preventable conditions worsened by lack of care.

And the most vulnerable—those in assisted living, memory care, or who are homebound—are often completely excluded from dental services. They may not have transportation, financial resources, or even the ability to describe their pain.

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LIVING YOUR STRENGTHS With the U.S. Census Bureau projecting that 1 in every 5 Americans will be 65 or older by 2030, this issue will only worsen unless we take action.

ADVOCACY IN ACTION To confront this crisis, I launched a Senior Outreach Project , a boots-on-the-ground initiative serving care communities across Northern California. Each week, I visit: • Memory care facilities • Assisted living communities • Skilled nursing homes • Residential care homes

The American Dental Association (ADA) has recently introduced CDT codes for care navigation, recognizing the importance of advocates in streamlining the patient journey. Medicare has begun reimbursing providers who incorporate care coordination and advocacy as part of a broader model.

These changes are creating opportunities for professional advocates—like Board Certified Patient Advocates (BCPAs)—to become part of standard healthcare pathways. Advocacy is no longer optional. It’s becoming recognized, respected, and reimbursable.

LOOKING AHEAD: A VISION FOR SYSTEMIC CHANGE

We meet with staff, residents, and families to assess needs, offer solutions, and distribute donated Henry Schein Cares goody bags. One of our key partners is Outreach Dental Group from San Francisco, CA, a nonprofit mobile dental team led by the incredible Dr. Albina Batchaeva. Her team provides bedside dental care to patients who otherwise wouldn’t be seen.

Long-term goals include:

Our role goes far beyond introductions. We stay involved— navigating insurance, coordinating transportation, following up with families, and bridging gaps between care teams. We ensure no senior is left behind.

This isn’t just a service, it’s a movement. It started with my father, but now includes every senior I meet, every caregiver I speak to, and every practice I support.

WHAT PERSONA LIZED DEN TAL ADVOCACY LOOKS LIKE We intentionally keep our caseload small—just a handful of cases per advocate each month—to ensure personalized support. Each case is different, but our work may include: • Explaining dental benefits • Reviewing or appealing denied claims • Helping patients understand treatment plans • Coordinating communication among providers and family • Securing financial aid or community resources We act as a voice, a translator, and often a lifeline. If we don’t know the answer, we find it. We don’t stop until the patient feels supported and heard. Our job is to bring order to chaos—and humanity to a system that often forgets it.

WHY THIS WORK MATTERS NOW MORE THAN EVER The current healthcare system is not built for complexity.

Dental coverage is often fragmented or excluded altogether. Providers are overwhelmed. Patients are confused.

But things are changing.

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• Training and mobilizing more advocates • Expanding partnerships with mobile dental providers • Assisting with pop-up clinics and telehealth services • Offering workshops and digital navigation tools • Advancing legislative change around dental access

Our work is about more than oral health. It’s about restoring dignity, clarity, and access to care that’s long been denied to our most vulnerable.

IF YOU HAVE A VOICE—USE IT You don’t have to be an expert to make a difference. You just have to care enough to show up. That’s how I started.

That’s how this movement was born.

We need more advocates in dentistry, more champions for seniors, and more people willing to say: This isn’t good enough. Let’s do better.

Because we can. And because we must.

About the Author Shelbey Arevalo, CDA, QMDSA, BCPA is the founder of the National Dental Advocacy Program (NDAP) and CEO of Arevalo Elite Dental Systems, a dental consulting business specializing in billing, compliance, and practice management. A passionate advocate for patients and providers alike, Shelbey is committed to improving access to care through systemic reform, ethical billing, and community-centered advocacy.

Instagram: @thedental_detective | @elitedentalsystems101 | @NationalDentalAdvocacy LinkedIn: linkedin.com/in/elitedentalsystems101 Websites: nationaldentaladvocacy.org | elitedentalsystems.com

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LIVING YOUR STRENGTHS

RETURNING TO MY ROOTS

By Julia Berk Pirro

“H

ow long have you been in the dental industry?”

The standard icebreaker question caught me off guard at my first trade show last year. On the one hand, my role at Pulpdent felt new, innovative, and frankly intimidating. On the other hand, the industry felt like an old friend. Joining the family business felt like coming home.

A DANCING DENTIST My grandfather, Dr. Harold Berk, practiced dentistry for over 60 years. Born and raised in Iowa, he moved to Boston for an internship at the Forsyth Dental Infirmary for Children in 1941 and never left. As a young dentist, he developed the first-ever premixed calcium hydroxide paste and the clinical techniques for using it to perform pulp capping, pulpotomy, and pulpal curettage procedures. This product became Pulpdent Paste.

Operative, perio, hygiene, and endo products followed, and the small operation that started with calcium hydroxide and vital pulp therapy became an international dental manufacturer and distributor.

Papa was never just a dentist. He was an innovator, a Tufts professor, a husband, and a father. He grew up performing in his older sister’s dance troupe in Dubuque, and continued tap dancing through dental school and the rest of his life. “Of all the dancers, I’m the best dentist.

And of all the dentists, I’m the best martini maker,” he would say with a wink and a smile.

My father and his two brothers began working for Papa as kids, labeling syringes for a penny each while watching Ed Sullivan on TV. Though all three boys eventually came to the family business as adults, they each pursued diverse careers and hobbies. Curiosity, creativity, and humility were core values modeled in our family.

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OUR ROOTS I grew up with dentistry as dinner table conversation.

On snow days, my dad would let me cure composite in the shape of hearts while he shoveled our parking lot in Watertown, MA. I remember clearly when my dad brought home the prototype for Flecta, his new-at-the-time disposable mirror; I was so enamored I took it to school for show and tell.

Our employees felt like family, and as the company grew and we hired their relatives, my family felt like it continued expanding. My dad and uncles have always taken immense pride in the people of Pulpdent. As an

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LIVING YOUR STRENGTHS LEGACY… BUT NOT YET My oldest cousin joined the family business ten years ago. I had just begun to find my stride in healthcare policy when he shared the news. In that moment, it all clicked. I felt the tug of my late grandfather’s legacy. That was what I wanted to do, too.

When I told my dad I wanted to apply for a job, he kindly pushed back. In retrospect, he knew I hadn’t found my own identity yet. A company is not an identity, even if the mission and family history make it feel like it could be. He encouraged me to stay at the think tank and see it through.

adult, I realize it’s not typical to have received a baby gift from someone who now leads your business operations, or to have given a wedding gift to her daughter who now leads your customer service team. Not every company has 20 employees whose tenure exceeds 25 years. We’ve watched their families grow and prosper, just as they have ours.

MASTER OF NONE Despite my close proximity, it never occurred to me that I might work at a chemical manufacturing business someday. I wasn’t one of those kids who knew what she wanted to be when she grew up. I loved English but not history, math but not science (thus ruling out dentistry). I tap danced like my grandfather had and took great pride in being the only female drummer in my high school band.

I never felt pressured to take a certain path or focus on any one area, but I also never felt like I had found my “thing.”

The following year I had the opportunity to work on CMS’s Oral Health Initiative, giving me a new appreciation for the work my family was doing in Watertown. The initiative prioritized preventive pediatric dental care, supporting state Medicaid agencies in measures like sealant application. Kids with healthy smiles have a shot at greater confidence and overall health as adults, and products like our hydrophilic Embrace Pit & Fissure Sealant can have a real, direct effect on public health. I knew that when I finally joined my uncles and cousin, I would be even more invested in the mission because of that experience.

JACK OF ALL TRADES Despite my passion for healthcare policy, I didn’t necessarily want to do the work that any of the senior subject matter experts at Mathematica were doing.

Rather, I loved leading processes and teams and quickly honed my ability to “manage up.” This passion for leadership ultimately led me to pursue an MBA at the Tuck School of Business at Dartmouth.

I studied economics in college. My peers were fellow It wasn’t until I arrived at Tuck that I truly felt at peace oddballs who toed the intersection of qualitative and with being a generalist. Prior to business school, I kept quantitative thinking. Maybe I wasn’t so odd after all. expecting to find my niche, my subject matter expertise.

I learned to think analytically, explain my reasoning A few months into the program, I had a conversation with succinctly, and consider both micro and macro an alum that changed my perspective. implications of a decision. I considered various careers: analyst, lawyer, economist, policy maker.

“Not everyone needs to specialize. Being a jack of all trades is what makes an excellent general manager.”

In the first chapter of my career, I had direct exposure to professionals in all of those fields. I worked at Being a generalist is an identity. I continued to hone those Mathematica, a think tank focused on healthcare policy. skills post-MBA in different work environments—from As a junior-level project manager, I not only collaborated a Fortune 10 corporation to a Series A startup to a local with, but also indirectly managed the work of academics, nonprofit—with the goal of gaining as much diversity of public health wonks, statisticians, and clinicians. My perspective as possible. In 2024, I finally felt established favorite part of the job was learning from their unique enough in my own identity to bring my skills to Watertown. perspectives, synthesizing the information, and using that knowledge to strategically respond to messy challenges.

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COMING HOME Coming to Watertown has felt like coming home as my truest self. Rather than feeling like an imposter trying to fill someone else’s shoes, I know what my strengths are—and what they aren’t—and can rely on my curiosity and teammates to learn what I need to know. I was able to quickly fill in my knowledge gaps using the same research tactics I’d used to learn about the nephrology and respiratory landscapes while at CVS Health.

The day-to-day challenges of running a business are wide-ranging, from trade policy to toilet repairs. The ability to balance competing priorities while staying true to the company’s values of quality and innovation is key.

In my first year we launched ACTIVA Bulk Flow, a highly anticipated addition to our ACTIVA BioACTIVE product family. Features like shade matching and unlimited depth of cure mean more patients will have access to the remineralization support their smiles deserve. In the process, I got to use my full toolkit of commercialization skills from prior lives. Working toward a meaningful launch with such a strong team has made the transition fun. At the end of the day, it’s the people and the mission that make a career fulfilling.

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Like the two generations before me, I am conscious not to let the business be my only identity. I teach postpartum fitness classes, lecture on leadership at my alma mater, and still find time to play the drums occasionally. Once a generalist, always a generalist, I suppose.

General manager at Pulpdent may be my proudest hat to wear. Every day when I come to work, I walk by a display of dental paraphernalia, mostly gifts to my grandfather from his grateful patients over his six-decade career.

Papa signed every card and letter he ever sent me, “Keep Smilin’.” His legacy is one of innovation, education, and empowering people to smile with pride. Stewarding that legacy is a responsibility I do not take for granted. As we approach our 80th anniversary, it is an honor to lead innovation that empowers the world to Keep Smilin’.

About the author: Julia Joy (Berk) Pirro is Vice President and General Manager at Pulpdent Corporation, a family-owned business that researches, develops, and manufactures dental materials. A self-described healthcare nerd, Julia has spent her career in the medical and dental space. Prior to joining the family business, Julia worked in product strategy at CVS Health, oversaw growth operations and business development at two health tech startups, and worked in the public sector as a consultant for the Center for Medicare and Medicaid Services.

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RESILIENCE

CLIMBING WITH INTENTION: BUILDING BRIDGES IN THE DENTAL PROFESSION “THE BRIDGE BUILDER”

BY WILL ALLEN DROMGOOLE “An old man, going a lone highway, Came, at the evening, cold and gray, To a chasm, vast, and deep, and wide, Through which was flowing a sullen tide.

The old man crossed in the twilight dim; The sullen stream had no fears for him; But he turned, when safe on the other side, And built a bridge to span the tide.

‘Old man,’ said a fellow pilgrim, near, ‘You are wasting strength with building here; Your journey will end with the ending day; You never again will pass this way; You’ve crossed the chasm, deep and wide, Why build you the bridge at the eventide?’

The builder lifted his old gray head: ‘There followeth after me today, A youth, whose feet must pass this way.

This chasm, that has been naught to me, To that fair-haired youth may a pitfall be.

He, too, must cross in the twilight dim; Good friend, I am building this bridge for him.’”

When I graduated from dental hygiene school 33 years ago, I never imagined the journey that lay ahead. Like many of us, I entered the profession with a simple vision: to help support my family, to care for others, and maybe one day to enjoy the fruits of my labor as a grandmother. What I did not know then was that my path would wind through grand vistas and dark caves alike, with each twist and turn becoming a vital part of my story.

By Kristin Evans BS, RDH

filled with both challenge and transformation. My career, like my life, has been shaped by my physical, emotional, and spiritual health, as well as the well-being of those I love. I have come to believe that every experience, every struggle, and every triumph is for our learning, our growth, and ultimately, our ability to help others on their own life path.

A PIVOTAL TURNING POINT In 2019, I reached a turning point. I was struggling with severe chronic back pain, autoimmune symptoms without a diagnosis, adult children battling mental health issues, and the deep quiet loneliness of becoming an empty nester. My heart ached and my body hurt.

I tried filling the void with more clinical hygiene days. With my children grown, I now had the time to work more hours.

Yet instead of healing, I found myself in greater pain and disconnection, uncertain if I would even be able to continue clinical hygiene. I did not know what I was going to do, but I knew I desired to do something impactful with the rest of my life.

A few years earlier, I had begun learning about the mindbody-mouth connection, which lit a spark in me. Then, at the ADA SmileCon 2019, that spark grew into a flame.

A chance encounter and an unexpected opportunity launched me into a new career direction that has been truly life-changing.

Since then, I have had the privilege of educating and empowering dental professionals one-on-one, in small offices, and in large conference rooms. I have I now see clearly that God had another plan for me, one collaborated with both national and international dental

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companies and have seen firsthand how our profession is capable of so much more than it often gets credit for.

RENEWED JOY AND A NEW CHALLENGE I found renewed joy in clinical hygiene by integrating my research and studies into daily practice, using them to educate and support the patients I deeply cared for. I was not ready to let go of the meaningful connection between hygienist and patient. Yet despite months of therapy, my body made it clear it was time to step back.

Two years ago, in 2023, I encountered another steep climb: a diagnosis of severe osteoporosis. The news was a shock and something I never imagined. Yet it brought clarity to the pain and persistent health issues I had been experiencing.

The journey since then has tested me physically, emotionally, and spiritually. More importantly, it has refined my sense of purpose. Along the way, I have gained deeper insight into the connection between oral and systemic health, the role of hormones, bone health, longevity, and the critical importance of integrative care.

BECOMING YOUR OWN ADVOCATE

CLIMBING WITH INTENTION I am still climbing this mountain, but now I do so with intention. With each step, I strive to build bridges of knowledge, compassion, and support that make the path smoother for others. My hope is that others can experience less pain, fewer chronic conditions, and more peace and healing. One truth has become clear: early screening not only improves quality of life, it saves lives.

My mission today is rooted in the power of early detection and intervention. I envision a future where every dental professional plays a key role in identifying risk factors and early signs of disease, helping prevent its progression before it even begins. My hope is to shift the trajectory of health and wellness not only for my own children and grandchildren, but for generations to come.

THE ROLE OF HYGIENISTS IN A NEW ERA With declining access to primary care in our communities, dental professionals, particularly hygienists, are in a powerful position to lead a shift in healthcare. As the providers patients trust and see regularly, hygienists can do more than maintain oral health.

I have also learned how vital it is to become your own health advocate, to dig deep and find the right people, resources, and therapies that support your unique needs.

Health is never one-size-fits-all. We are each individuals, and healing must be as personal as the journey itself.

We can become essential links in the broader health system. I believe we are stepping into a new era where hygienists serve as preventive care specialists, health educators, and critical connectors to other healthcare providers. It is time to move beyond the narrow scope of “just cleaning teeth” and embrace our role as proactive, whole-health advocates for our communities.

It takes listening closely to your body, heart, and soul, and seeking practices that bring balance and wholeness.

Even the smallest improvements are worth celebrating.

In those moments, we can find peace, purpose, and joy, knowing that even pain can be part of a greater plan.

Like the old man in The Bridge Builder, I may not always walk this path, but I feel a deep responsibility to make it safer, clearer, and more hopeful for those who follow.

Every step of my climb—through pain, transformation, and discovery—has led me to a higher purpose: improving

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health outcomes not only for individuals, but for communities, families, and future generations.

PREVENTION IS ABOUT LIVES Through the lens of dental hygiene, I have come to see that prevention is not just about teeth, it is about lives. It is about catching disease before it starts, empowering patients with knowledge, and shifting the course of chronic conditions through early action.

Whether I am educating a single hygienist or a room full of dental professionals, I know every conversation has the potential to ripple outward, changing not just one life, but many.

My mission is to support others as they navigate their own mountains, offering guidance and tools that empower healthcare professionals to care for those they serve with greater confidence and clarity. I believe even the smallest steps, rooted in both compassion and science, can begin to shift outcomes and bring healing into everyday lives.

This is a time of transformation in healthcare. If any part of my story resonates with you, I hope you see your path as a meaningful gift, one that may be leading you toward your next beautiful climb.

About the author: Kristin Evans, BS, RDH, is a nationally recognized dental educator with over 30 years of clinical experience. Known as “The pH RDH,” she specializes in pH balance, bone health, and the oral-systemic connection. Kristin delivers engaging, evidence-based trainings that bridge science and real-world application. Her dynamic style and deep knowledge empower dental teams to elevate outcomes, embrace prevention, and understand their vital role in improving whole-body health through personalized, integrative care. Kristin can be found on Instagram, LinkedIn, and Facebook under Kristin Evans ThepHRDH or by email at Kristinevansrdh@gmail.com

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Who, Wear, When DeW Meet-Ups

DeW DATES Mark your calendars:

American Dental Hygenist Association October 4 - 6, 2025 Long Beach, CA Mommy Dentist in Business - Social Summit October 17 - 18, 2025 Los Angeles, CA SmileCon October 23 - 25, 2025 Washington DC

DeW Life Retreat November 13-15 Charlotte, NC Greater New York Dental Marketing November 28 - December 3, 2025 New York AAOM Dental Implant Conference December 4 - 6, 2025 Chicago, IL If you want to arrange a meetup, please email anneduffy@dew.life for a complete updated list of dew dates go to the private FB DeW Life crew page.

RESILIENCE

MY HOME EXCHANGE ADVENTURES: A TRAVELING DENTAL HYGIENE COACH’S JOURNEY!

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fter a painful breakup that left Amanda feeling heartbroken, she decided to escape her reality by trading her palatial Los Angeles home for Iris’s charming cottage in the Cotswolds.”

Inspired by the movie The Holiday, I took a leap of faith and became a traveling consultant, hoping to find my own slice of adventure. Did I experience the same whirlwind moments as Amanda or Iris? Well, I won’t give everything away just yet, but what an adventure it has been!

Since embarking on this home exchange journey fourteen years ago, I’ve explored a variety of exotic locales. From the sun-soaked beaches of Lanzarote and Mallorca to the vibrant nightlife of Ibiza and the stunning landscapes of Tenerife, my travels have been nothing short of remarkable. I’ve wandered through the charming streets of southern Spain: Malaga, with its breathtaking Caminito del Rey; Marbella, known as Spain’s answer to St. Tropez; Cadiz, the oldest city in Europe; Seville, with its enchanting Plaza de España; Córdoba’s beautiful mosque; Granada’s majestic Alhambra; and Ronda, the cradle of bullfighters and artists. These are destinations I might never have visited if it weren’t for the opportunity to exchange homes with travelers eager to experience life in my hometown of Vancouver, BC, Canada.

Along the way, I’ve mastered the art of navigating trains, planes, and automobiles—sometimes even swapping cars as part of the exchange. This has given me the freedom to roam and discover hidden gems. In Europe, the local transit system makes travel a breeze, something I rarely venture to do in my hometown. I’ve forged incredible

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By Gabriele Eva Maycher

friendships with fellow home exchangers, locals, and travelers alike, learning about different cultures and ways of life, enriching my journey in ways I never anticipated.

One highlight was an invitation from my host in Manhattan to explore the Hamptons. I took a ride on the Jitney, an experience in itself, as this is how fashionable Manhattanites travel! There, I roamed the playground of the rich and famous, visited markets, strolled beautiful beaches, and explored charming towns, all while staying in a home that rents for a staggering $50,000 per month in summer. You can only imagine the experience!

Recently, I attended the Key West Dental Festival, where I met amazing entertainers, speakers, and dental professionals. In the days leading up to the conference, I delved into the life of Hemingway, enjoyed jet skiing in crystal-clear waters, and kayaked through serene mangroves, all from an exquisite Old Town home exchange. It was so spacious and palatial that I opted to stay in the beach house; it felt like too much space for just me!

Oh, did I mention I’m a solo traveler? While friends and family sometimes join me, I usually embark on my adventures alone, which I find to be the perfect blend of independence and exploration. Many assume I’m on a perpetual holiday, but I’m actually working and establishing my routine wherever I go. I seek out local gyms, coffee shops, organic food stores, pubs, and running trails, immersing myself in the lives of my home exchangers more as a resident than a tourist. Of course, I still enjoy the occasional touristy experience.

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RESILIENCE Each home exchange adds a unique layer to my life, leading me to ponder the idea of retirement. To be honest, it doesn’t seem necessary, I already feel like I’m living a retired life filled with adventure. Stepping outside my comfort zone has opened doors to breathtaking sights, unforgettable memories, and incredible moments.

However, this lifestyle isn’t for the faint of heart. It requires comfort in solitude, especially if you’re not in a relationship, as navigating challenges alone is part of the journey—and they always arise.

What I cherish most about this journey are the close friendships I’ve formed with people around the world, many of whom I’ve never met in person. We’re united by either my adventures or a mutual trust in caring for each other’s most prized possessions, our homes. Some hosts I’ve exchanged with multiple times, while others are still on the horizon. I’m not sure if they will ever venture this far, but if they do, I will gladly vacate my home in gratitude for the generosity and kindness they showed me.

My only stipulation for home exchanges is the need for the internet, allowing me to work. Since I need to be awake during North American time zones for my clients, this limits my travel options. In Europe, I can embrace the tourist life during the day and start my workday at 4 PM, just as everyone in North America is waking up. While I dream of visiting places like New Zealand and Australia, the time zone difference would mean starting my day late into the evening, so I’ll have to save those adventures for retirement.

So, how does home exchange work? First and foremost, you must be comfortable with others in your home.

It’s essential to put away valuables and create space for your guests, making room in closets and drawers.

They’re welcome to use your condiments and supplies, but if they stay for an extended period, the rule is simple: please don’t leave anything empty. They’re encouraged to replenish what they consume.

I use HomeExchange.com for my swaps, which has an annual fee of $199. For their exclusive home collection, it’s $1,000, but I prefer not to spend that, as these homes are also available on the regular site. The only advantage is that your home is valued higher in points if you join the Home Collection. I don’t particularly like point exchanges; they feel too impersonal. My home is desirable enough that it’s in demand among top-rated homes.

Once you create an account, HomeExchange allows you to upload photos and details about your home.

The company verifies your information and guarantees exchanges with other members. If either party needs to cancel due to unforeseen circumstances, like illness or a family emergency, HomeExchange will attempt

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to find another home to exchange or cover hotel accommodations and flights. Similar to Airbnb, guests rate you, making it important to maintain a 5-star rating.

It’s a system built on trust and mutual respect, making every exchange a rewarding experience.

You can choose from simultaneous, non-simultaneous, or points exchanges. I’ve never had a bad experience, but I avoid point exchanges as they don’t suit my style or the type of home I have. For those who exchange their Airbnb properties, this is a great system since it’s not their primary home filled with valuables.

Since Covid, I’ve transitioned from a part-time traveler to being away almost eight months of the year. Most of my clients enjoy my Zoom educational workshops, which I make highly interactive. My Gen Z participants (my participants are getting younger) prefer not to travel; often, they join my sessions with their children on their laps or while strolling through parks. When in-person sessions are needed, I make that happen, even flying back to accommodate clients. However, with Zoom, my clients can easily join a half-day educational session without the hassle of travel and incurring too much clinical downtime.

In February 2025, my daughter had twins, so I have promised to be around more. However, two months after their birth, in April 2025, we escaped to Scottsdale, Arizona, with her and the newborns. I secured a spacious home through a home exchange, ensuring comfort for everyone and allowing visits from my son-in-law’s parents and grandpa. I guess my solo traveling days are numbered; soon, my grandbabies will find themselves with me in Paris shopping or enjoying a musical in London!

As I reflect on these incredible experiences, I can’t help but think back to Amanda and Iris. Have I had my own adventures reminiscent of theirs? I must admit, there have been a few! All the while, I’ve been working, blending my professional life with my travels. From unexpected friendships to breathtaking landscapes, this journey has woven an incredible tapestry of experiences, all thanks to the beauty of home exchange.

About the author: Gabriele Eva Maycher, CEO & Founder, GEM Dental Experts Inc. BSc, PID, dip DH, RDH - A passionate educator with more than 30 years of clinical experience and a diverse business background, Gabriele has revolutionized the way clinicians optimize patient outcomes. She has contributed as a published author, educator, Dental Hygiene Program Director, Quality Assurance Program assessor, content advisor for Oral Health Hygiene Magazine, entrepreneur of the year, and consultant for forward-thinking dental practices.

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SUCCESS

BEYOND TRADITIONAL RETIREMENT PLANS: HOW CASH BALANCE PLANS CAN TRANSFORM THE FINANCIAL FUTURE OF DENTAL PRACTICE OWNERS

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s a dental practice owner, you’ve already proven what it means to dream big and work hard. You’ve built a thriving business, achieved a level of success few ever reach, and along the way, maxed out the traditional retirement tools available, 401(k)s, IRAs, and profit-sharing plans.

professional practices. Today, they’re becoming a go-to solution for dentists, physicians, and attorneys who want to maximize their wealth potential.

But what happens when your ambition stretches beyond those limits? What if your financial future could be as expansive as the vision you’ve created for your practice?

For practice owners, the benefits of cash balance plans are two-fold: tax efficiency and retirement acceleration.

When combined with a 401(k) and profit-sharing plan, this “combo plan” allows owners to contribute far more than standard retirement accounts permit, creating potentially hundreds of thousands in tax-deductible savings each year.

That’s where cash balance plans step in. Often overlooked but increasingly popular, these plans allow high-earning professionals like dentists to save well beyond traditional contribution caps, sometimes more than $200,000 annually—while reducing taxes and accelerating retirement readiness. For those ready to take their financial strategy to the next level, this is where opportunity meets empowerment.

WHAT EXACTLY IS A CASH BALANCE PLAN? Think of a cash balance plan as a modern twist on the traditional pension. Instead of calculating retirement benefits solely on years of service and salary, these plans function more like a personal retirement savings account.

Each participant receives an annual credit based on a percentage of salary, along with a fixed or variable interest credit.

Though they’ve existed since the 1980s, cash balance plans only began gaining traction after the Pension Protection Act of 2006 clarified regulations. More flexibility came in 2010, when the IRS offered guidance on how interest credits could be managed—making these plans more accessible for small businesses and

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By Laurie Ingwersen CFP®, CRPC®, CDFA®, CBC®, CEPA®

WHY DENTAL PRACTICE OWNERS ARE SAYING YES

But this isn’t just about dollars. A robust retirement plan is also a powerful talent magnet. In a competitive labor market, offering enhanced employer-funded benefits can help attract and retain top-tier hygienists, assistants, and office managers. The plan design is flexible, allowing practice owners to prioritize their own financial goals while still supporting employees in a meaningful way.

A REAL-WORLD SUCCESS STORY Take Dr. Smith, a 52-year-old solo practice owner. Like many successful dentists, he had already maximized his 401(k) contributions but wanted to do more—both to prepare for retirement and to ease the sting of a heavy tax bill.

By pairing his 401(k) with a cash balance plan, Dr. Smith opened the door to an additional $200,000 in contributions every year. Over a decade, this strategy built him more than $2 million in additional retirement savings while reducing his taxable income along the way. His

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SUCCESS employees benefited, too, receiving enhanced retirement contributions that boosted morale and strengthened loyalty.

For practice owners in their peak earning years—or for those who may feel they started late—this kind of strategy isn’t just about money. It’s about reclaiming time, freedom, and peace of mind for the years ahead.

CLEARING UP THE MISCONCEPTIONS Some dental professionals hesitate to explore cash balance plans, assuming they’re only for large corporations or that they’re too complex and expensive to manage. The truth is, these plans can be customized for businesses of nearly any size—even solo practices.

Yes, they require third-party administration and actuarial oversight, but the potential tax savings and long-term growth often far outweigh the costs. And contrary to popular belief, contributions aren’t rigid; the IRS allows adjustments based on profitability, making these plans far more adaptable than many assume.

BEYOND CONTRIBUTION LIMITS The high contribution thresholds are impressive, but they’re not the only advantage. Contributions to a cash balance plan are tax-deductible, grow tax-deferred, and receive a guaranteed interest credit each year—offering more predictability than a self-directed 401(k).

When it’s time to retire, balances are portable and can be rolled into an IRA, preserving tax advantages. And because funds are managed as a pooled investment, they benefit from professional oversight, reducing the burden on busy practice owners.

FINAL THOUGHTS: FROM SUCCESS TO SIGNIFICANCE Financial empowerment isn’t about chasing numbers, it’s about creating freedom, security, and choice. For dental practice owners with stable, high incomes, cash balance plans can be the key to turning today’s success into tomorrow’s independence.

You’ve already proven you can build a practice that thrives. Now it’s time to build a future that does the same.

With the right plan, you can transform your hard work into long-term financial confidence and step into retirement on your terms—not anyone else’s.

Ready to explore your options? Talk with a dental-focused financial advisor who understands your unique challenges and opportunities.

About the author: Laurie Ingwersen, CFP®, is a partner-advisor in Allworth Financial’s Waltham, Massachusetts, office. The former managing partner and senior wealth advisor at The Harvest Group, which joined Allworth in 2023, Laurie’s approach to advising emphasizes helping individuals and families preserve wealth, set clearly defined goals, and achieve short- and long-term financial objectives. Having earned numerous industry credentials, Laurie, the daughter of The Harvest Group founder, Roger Ingwersen, brings over 23-years of financial sector experience to her work with clients. “I’m a highly analytical thinker, but I also understand that we can all get emotional about money,” she said. “It is my job to utilize the positive effects of emotion for goal setting and planning, but to help remove the reactive influences of emotion on financial decision making so that my clients can achieve independence and prosperity.”

The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.

Allworth Financial, LP (“Allworth”) makes no representations or warranties

WHAT IT TAKES TO GET STARTED

as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth

Launching a cash balance plan is straightforward with the right team. It begins with a deep dive into your financial goals to ensure the plan fits your income, tax strategy, and retirement vision. A dental-specific financial advisor, paired with a third-party administrator and actuary, will design and implement a plan that aligns with both IRS guidelines and your long-term needs.

conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.

The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no

Annual reviews and adjustments keep everything on track, ensuring your plan evolves as your practice grows.

With professional guidance, setup and compliance are streamlined, leaving you free to focus on what you do best—leading your practice.

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assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.

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SUCCESS

FROM MARKETING DREAMS TO DENTAL DESTINY: HOW LOSING A JOB LED ME TO THE LIFE I WAS MEANT TO LIVE

D

entistry was never my first career choice. In fact, I stumbled into it. Fresh out of high school, I enrolled in community college with my sights set on becoming a high-powered marketing executive. I was taking business courses and working a paid internship in the marketing department of a local bank in Seattle. I envisioned myself in a corner office high above the city, commanding strategy meetings and creative campaigns.

That was the dream.

Six months into my internship, the bank filed for bankruptcy. Just like that, I was out of a job. At nineteen, I was already married, had just purchased my first home, and suddenly had bills to pay with no income. I made a decision: I dropped out of college and took the first job I could find, which happened to be with my Uncle Dave’s computer company.

A TECHIE STEPS INTO DENTISTRY Uncle Dave’s business specialized in installing networks, computers, and software in medical and dental offices.

My job involved building computers from scratch, crawling under desks with screwdrivers, and stringing cables through ceilings. It was through this tech-heavy role that I walked into my first dental office, and I loved it.

At heart, I have always been a bit of a tech geek, and the energy of dental practices intrigued me.

A couple of years later, I transitioned into my first dental practice role as a treatment coordinator in North Seattle.

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By Dayna Johnson

I presented cases, calculated insurance estimates, and helped patients get scheduled. That doctor was the first to show me that dentistry was not just clinical, it was also a business. We did annual planning, set goals, and tracked performance. That experience gave me a foundation for understanding how rewarding and multifaceted a career in dentistry could be.

By the time I joined my second dental practice in 1994, I was all in. But it felt like stepping back in time: paper charts, dip-film X-rays, and DOS-based software. As someone with a tech background, I knew we could modernize, but it took nearly a decade before the doctor agreed to upgrade.

DISCOVERING MY NICHE In 2003, we finally began looking at practice management software. I demoed Eaglesoft, Genesis, and Dentrix, and wouldn’t you know, the person demoing Dentrix was my Uncle Dave, who had since sold his company to Henry Schein and was now a sales manager there. We chose Dentrix, and although implementation was rocky due to limited onboarding and training, it lit a fire in me. I wanted to know everything about the software. More importantly, I realized how critical onboarding and support were to successful change.

By 2005, Washington state was looking for certified Dentrix trainers. I applied not because I dreamed of

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SUCCESS training, but because I wanted to master the system. Still working full-time in a dental office, I began training other practices on my days off. What surprised me was how much I loved it. Solving problems, streamlining systems, and watching practices run more smoothly was deeply fulfilling. My doctor encouraged me, and as he reduced his schedule toward retirement, I increased mine as a trainer.

CHOOSING COURAGE OVER COMFORT Everything changed in 2011. Personally, I filed for divorce and walked away from financial security. Professionally, I left my steady dental office job to leap into full-time training with no safety net. It was terrifying, but I knew I had to bet on myself.

That same year, I began saying yes even when I was not ready. I said yes to writing for the Dentrix Office Manager blog, even though I had never written before. I said yes to stepping onto a stage, even though public speaking terrified me. Each yes opened a new door.

find balance has become the cornerstone of my work.

Each transformation fuels my purpose.

Rumors of federal mandates for electronic health records were swirling, and office managers were panicking: “Can you help me? I don’t even know where to start.” That was my aha moment. My unique mix of tech background, dental practice experience, and love of empowering teams positioned me perfectly to guide practices through the digital transition.

Today, I have built a platform, a brand, and a community that helps dental professionals optimize their systems, embrace growth, and find clarity. In the process, I have grown too, not just as a trainer, but as a leader, mentor, and entrepreneur.

GROWTH THROUGH DISCOMFORT Over the years, I have learned that my greatest growth and joy come from stepping outside my comfort zone. Every unfamiliar project, every new software, every leadership challenge pushed me further than I imagined. That growth shaped me into someone who helps others face discomfort and grow.

What lights me up most is seeing a dental team’s eyes sparkle when something clicks: “I didn’t know that was possible!” or “You just saved me hours every day!” Those moments restore confidence, reduce stress, and remind me why this work matters.

I have heard “That’s how we have always done it” countless times. While tradition has its place, if a process costs time, energy, or peace of mind, there might be a better way. My approach is always to ask, “Will you let me show you something different, even if it feels uncomfortable at first?”

A LIFE I WAS MEANT TO LIVE

I did get that office view I dreamed of. It just happens to be from the top floor of my home in Colorado, overlooking the Rocky Mountains. It is not the corporate suite I once imagined, but it is infinitely more meaningful. Dentistry gave me a life filled with purpose, growth, and connection.

It led me to my calling, my community, and even the love of my life.

I may have stumbled into this profession, but it turned out to be exactly where I was meant to be.

About the author: Dayna Johnson is a dental practice management expert, podcast host, and founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership. With over 30 years of experience, Dayna has been recognized as one of the Top 25 Women in Dentistry by Dental Products Report. She has been featured on platforms such as The Thriving Dentist Show and has contributed to multiple dental publications. As host of The High Performing Dental Team and founder of Novonee – The Premier Dentrix Community, Dayna equips dental professionals with the resources, training, and community they need to thrive.

Her mission is to empower teams to step into their true potential, transform challenges into opportunities, and build thriving practices.

Helping dental teams reclaim time, reduce stress, and

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SUCCESS

LEGACY IN MY HANDS: FROM MY GRANDFATHER’S FOOTSTEPS TO LEADING WITH PURPOSE IN DENTISTRY AND BEYOND

By Danielle Kramer

I

can still remember the moment I truly understood who It turned out my path would take a sharp and beautiful my grandfather was, not just to me, but to the world turn the moment I stepped into the world of dentistry. around him.

From the beginning, I was captivated. Dentistry is often misunderstood as clinical or procedural. But I walked into a room packed shoulder to shoulder with what I saw was intimacy, transformation, and trust. people. The air buzzed with energy, conversation, and I saw patients arrive nervous and leave empowered. I reverence. I stood quietly, almost in awe, as I listened to saw how something as simple as a smile could unlock stories ripple through the crowd. Everyone had something confidence, healing, and identity. to say.

I fell in love with the field instantly—not just with what “He gave me my first real chance.” dentistry is, but with what it represents. The hands-on care. The human connection. It’s a rare intersection of “He believed in me when no one else did.” science and heart. I knew I was meant to be part of it.

But I also knew I wanted to do more than simply work in “He ran his business with heart—real heart.” dentistry. I wanted to build something from it.

“He changed my life.”

It was one of the first times I realized what legacy really meant. My grandfather hadn’t just built a business. He built people. He led not through authority, but through love, vision, and relentless encouragement. His business was a vessel, but his purpose was always people.

That’s how EZ Dental Solutions was born—a company designed not just to serve dental professionals, but to empower them. I created EZ with a mission: to help practices run smarter, smoother, and more sustainably, while never losing sight of the people behind the business. Because I remembered my grandfather’s lesson: the heart of any successful venture is always its people.

That moment didn’t just stay with me. It shaped me.

Growing up, I admired my grandfather’s quiet strength and the unwavering respect he commanded, not because he demanded it, but because he earned it. Even as a child, I could see the blueprint of a different kind of leader: someone who viewed business not just as a way to make a living, but as a way to make a life for others. That belief took root in me long before I knew where my own path would lead.

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From day one, I poured everything into EZ Dental Solutions. Not just systems and processes, but soul.

We weren’t only offering services—we were offering clarity, confidence, and community. Whether helping dentists find operational relief or coaching teams to work in alignment, our purpose was always impact.

Then came the next chapter: The Schedule Squad, born from the daily chaos I saw in dental practices. Between

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SUCCESS overworked teams and underserved patients, the need was clear. The Schedule Squad wasn’t just a scheduling service. It was a reclaiming of time, energy, and balance— for everyone. We designed it to support practices holistically, giving teams space to breathe, reconnect, and return to the work they love with less burnout and more purpose.

Through both companies, I discovered something unexpected: business ownership wasn’t just about creating a product or service. It was about becoming a different version of myself, one who could lead with vulnerability, adapt with resilience, and trust others to carry the mission forward. Leadership, I learned, isn’t about having all the answers. It’s about holding space for others to find theirs.

I’ve been fortunate to build teams filled with some of the most talented, passionate people I’ve ever known.

Watching them thrive, not just professionally but personally, has been one of the greatest rewards of my journey. Every time I see someone step into a bigger version of themselves, I think back to that room full of people honoring my grandfather. He created that ripple.

Now, I get to carry it forward.

Of course, entrepreneurship hasn’t been without its challenges. There have been sleepless nights, hard decisions, and moments of doubt. There have been growing pains, steep learning curves, and the constant pressure to evolve. But there has also been clarity. And joy. And the unshakable truth that I am doing the work I was meant to do.

Along the way, I’ve redefined success. Yes, metrics and milestones matter—but they’re not the whole picture.

Success is when a team member tells me they feel seen.

It’s when a client exhales because their systems finally support their growth. It’s the knowledge that we’re not just checking boxes. We’re changing lives.

And perhaps most personally, success is knowing I’ve built businesses that reflect the values I hold most dear: compassion, integrity, and service. My grandfather never got to see the companies I built, but I carry his legacy in every decision, every relationship, every story we create.

In many ways, I think he would see them not as mine, but as extensions of his spirit.

He taught me that leadership is not about titles, it’s about trust. It’s not about control, it’s about contribution. And above all, it’s not about self, it’s about service.

As I look ahead, my dreams continue to expand. I want to grow the reach of EZ Dental Solutions and The Schedule Squad, yes—but even more, I want to grow my impact. I am

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passionate about mentorship, especially for women and emerging entrepreneurs. I want to speak, write, and share what I’ve learned. Not because I have all the answers, but because I know what it feels like to figure it out in real time, with heart, hustle, and a deep desire to do it differently.

This isn’t just a business journey. It’s a legacy story. A story of one man’s impact echoing through generations. A story of falling in love with a field, then reimagining how to serve it. A story of evolving, not just into a founder or CEO, but into a leader with purpose.

It’s my story. And it’s still unfolding.

About the author: Danielle Kramer is a passionate leader in the dental industry with over 20 years of experience in practice management, coaching, and revenue cycle optimization. As the founder of EZ Dental Solutions and The Schedule Squad, she empowers dental teams to streamline operations, improve patient retention, and build people-centered cultures. Danielle is known for her hands-on approach and commitment to helping practices thrive through strategic systems, accountability, and team development.

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SUCCESS

THE HIDDEN SECRETS BEHIND MY BUSINESS OF SMILES By Dr. Namrata Upadhyay

W

hen it comes to dentistry, there are two distinct worlds: the perception of the profession and its ground reality.

MY BACKSTORY Thanks to my father’s job as a diplomat, I grew up all over the world. I’ve lived in both developed and developing nations, not as a tourist but as a local. When you live with different people, in different places, with different cultures and skin colors, you learn how similar everything and everyone actually is.

In the developing world, I saw women confidently working as street vendors, bus conductors, selling ice cream, and driving two-wheeler taxis. Missing teeth didn’t matter to them. Their smiles were radiant because they had a job to do, and nothing else mattered. Yet in another part of the same world, women faced unspeakable dangers simply for choosing to take public transport slightly later in the evening.

In contrast, developed nations had a completely different set of achievements and challenges. Women were at the forefront of technology, science, industrial, and corporate growth, yet were still tackling male-dominated cultures— trying to nudge their unique systems to bring balance within a heavily skewed structure.

Wherever you live, every nation believes it has it the worst.

And I don’t blame them. Back then, as a 16-year-old, my curiosity was deepening.

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CULTURAL LESSONS When I revisited some places 15 to 20 years later, I witnessed dramatic changes. One nation that had once boasted a growing economy, with men and women actively engaged in the workforce, had shifted toward conservatism. Women were now veiled from head to toe, governed by a very different regime than the one I had experienced.

It wasn’t the veil that I minded; in fact, I wore it respectfully, adapting to the country’s new norm. What pained me was that women were now restricted from owning small businesses or working in jobs they once held. That’s a tremendous amount of brainpower and economic support the country was systematically foregoing.

Meanwhile, the developed nations I revisited seemed frozen in time, unchanged even after two decades of growth. Developed nations evolve slowly, while developing ones are in constant flux.

Across the world, I noticed recurring patterns in human behavior: • People hate war but celebrate its warriors.

• People want systemic change from the government but hesitate to voice basic concerns at work or in their communities.

• People chase corporate success while resenting its personal costs.

• People take on massive educational debt, prioritize purchasing homes and cars, only to secretly loathe rising taxes and inflation.

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The unifying theme: ego, public perception, and money often take precedence over good health, kindness, and respect.

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MY INTRODUCTION TO DENTISTRY

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Dentistry blended all my interests in art, biology, and science into a fulfilling career. I began my journey in India, working in high-intake government hospitals by day and at a private clinic in a posh New Delhi neighborhood by evening. I volunteered in rural areas and even did home visits, including treating a well-known cardiac surgeon recovering from a myocardial infarction, right at his bedside.

Then came Slovenia, Europe—a mini culture shock. A slower pace, stark contrasts in dental practice styles, and a belief among some local dentists that their challenges were uniquely insurmountable.

Finally, I moved to Switzerland post-marriage, where I was asked to redo my entire dental education from scratch in French. My work, background, achievements, and accolades from India and Slovenia were not accepted, yet those from the UK or other European countries were.

Such is the story of many expat dentists, especially women, who move across borders hoping to continue their profession.

New Patients

As much as I loved clinical practice (and knowing Switzerland was missing out on a passionate and dedicated practitioner), I decided to transition into the MedTech space. It wasn’t luck that opened doors; I had to hustle with my very “dental” CV and background. Looking back, the challenge was worth it. It gave me direct insight into the pain points of the global clinical world and allowed me to work closely with MedTech companies.

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All these experiences led me to build my venture, NamNR Pro, a platform comprised of two key services catering to two distinct audiences: dentists and dental product companies. These services are offered via the Global Dentists’ Pool® and the Premium Dental Advisor Program.

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DENTAL PRODUCT COMPANY PAIN POINTS From both the corporate and clinical worlds, I saw three major pain points:

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Limited Access to Clinicians in R&D Most dental products are developed with minimal clinical input. R&D teams often consult just two or three local Key Opinion Leaders (KOLs) to represent a global market. This creates biased feedback

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and limits honest critique. What’s really needed is diverse, unfiltered input from practicing clinicians worldwide.

2

Lack of Internal Training in Clinical Language & Workflow Many staff in dental companies aren’t trained in dental terminology or workflows. Resources often focus on quick wins with KOLs or DSOs, while product developers lack context and direction.

3

Absence of a Purpose-Driven Culture In overwhelmingly male-led decision-making teams, culture often defaults to competition. The focus becomes beating the competition at the cost of collaboration, empathy, and long-term thinking.

This disconnect trickles down, leaving employees disengaged and without purpose.

DENTAL CLINICIANS’ PAIN POINTS • Job Dissatisfaction: Dentistry remains plagued by burnout, bore-out, and dropout.

• Financial Strain: Many dentists are burdened by

education debt or underpaid, with financial insecurity across regions.

• Lack of Training in Medical Product Development: Dentists may aspire to corporate roles or R&D, but often lack the training to contribute effectively. They know how devices are used, but not how they are made.

What dentists need most is freedom of choice: the ability to open additional revenue streams, support global industry innovation, and expand beyond clinical practice without leaving it entirely.

THE SOLUTION To address these issues, I created the Global Dentists’ Pool®, the first marketplace platform connecting dental companies with a vetted pool of practitioners. Companies can gain raw, honest feedback while accessing specialized freelance dental profiles for regulatory, clinical, marketing, and communications needs.

The second piece is the Premium Dental Advisor Program, a 3–6 month training that equips dentists with MedTech fundamentals, corporate readiness, and

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From brand positioning to new patient marketing campaigns, everything we build is designed to perform, track, and deliver.

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resources for career expansion. This allows dentists to take on part-time projects or full-time roles in dental product companies without leaving clinical practice.

BECOME A PART OF THIS IMPORTANT MOVEMENT Through NamNR Pro’s efforts, clinicians and companies finally have practical ways to collaborate. The only way to align the perception of dentistry with its ground reality is to create freedom of choice.

And that’s what I dedicate my life to—not because it brings accolades, but because it is the need of the hour.

“Gandhi said, ‘Be the change you wish to see in the world.’ I said, ‘Ok, consider it done.’”

About the author: Dr Namrata Upadhyay is a dental surgeon & MedTech consultant for all risk classes and types of medical devices. She is a clinician, executive coach to dentists and dental startups & Board advisor. She specialises in clinical study design, regulatory submission support and marketing strategy for all risk classes of medical & dental devices, having worked with companies like Dentsply, AlignTech, Odne, Merck, Roche, Onward and Orthofix. She is also the Co-chair of the Medical device special interest group under the European Medical Writers Association. She now leads change in the Business of smiles through her 2 initiatives via her company NamNR Pro namely the Global Dentists' Pool® and the Premium Dental Advisor Program.

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DeW DROPS OF LOVE

FOOTPRINTS ON THE SANDIBEACH By Beverly Wilburn

Dearest DeW,

Some women leave footprints in the sand. Some build Clinical Educator with Young Innovations, helping design castles. Then there are women like Sandi Roggow, and moderate CE programs for dental professionals women who spend a lifetime combing the shore for nationwide. Because of her mastery in several areas of treasures, stringing them together, and then gifting them dental business, colleagues have been known to call her a to the world. “change agent,” but I like to think Sandi’s been just like the tide, reshaping the shoreline, and trying to leave it better Sandi’s footprints stretch back to 1969, and to the wise than she found it. age of 14. That summer, a friend helped her discover a love for weaving seed beads into necklaces. With bent In 2019, two seashells washed up on Sandi’s shore at paper clip clasps and jars of beads from a local hobby just the right moment: Anne Duffy and Debora Carrier. shop, she rode the Milwaukee bus an hour each way to Anne invited her into the DeW community with open a downtown boutique called Potato Brothers to sell her arms and encouraged her to write for DeW magazine. treasures. The shopkeeper would buy her designs for $3 Debora opened the door for collaboration through each and in turn sell them for $6. With her profits, Sandi her well-positioned company Twice as Nice Uniforms. would buy more beads and keep on creating even more Together, Debora and Sandi built a jewelry line that treasures. It’s the ultimate ‘how I spent my summer celebrates dentistry and highlights the business of dental vacation’ story,” she laughs. She still has the jars and professionals in all career paths. The line carries logo the framed necklaces to this day, and when she comes necklaces, earrings, bracelets, and charms. One of her across these lovely tokens, hanging in framed glass in her favorite parts of this collaboration is when Sandi gets to home, she remembers one of her life’s mantras, “Create turn on her creative energy to design a magical piece for a good things for others to love”. Jewelry making as her lucky dental colleague. I personally have been privileged younger self wasn’t really just a hobby. It was her first tide to be one of those colleagues. In 2024, Sandi watched pulling her toward entrepreneurship. from her shore as hundreds of women at the Annual DeW Retreat in North Carolina simultaneously opened their As the waves of life rolled in, dentistry became her shore. box that held a sparkling, golden necklace of her design.

She earned her CDA, worked for Blue Cross Blue Shield in “It was one of my proudest lifetime memories,” she says. its brand-new dental insurance division, and later became “Without Debora, I wouldn’t have known how wonderful a hygienist where she practiced clinical hygiene for being a DeW could be.” more than 40 years. All along the way, she added beads to her strand of life: a bachelor’s degree in Business True beachcombers like Sandi, are always seeking the and Organizational Development, roles in education, next great treasure. At that same retreat, Sandi listened marketing, and CE coordination, even writing a chapter to Kriste Boltz, whose practical, heartfelt message left in a textbook. Today, Sandi is blessed to serve as a behind a shell Sandi keeps close: “I can do hard things.”

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Those simple words have become her reminder that even when the tides are rough, she can rise with them.

In sticking to the spirit of DeW, and DeW Principle No. 3 “Good DeWs find Good DeWs.” Sandi’s always tossing shells back into the sea so that they may wash up on other people’s shores. She’s encouraged colleagues, like the leaders at Young Innovations, to join DeW, and she has gently pushed younger hygienists to dip their toes in the water, discover the retreat, and collect their own treasures of connection and encouragement. She wishes DeW had existed when she was starting out. These days Sandi is sailing new ships and riding new waves as a travel agent and with Debora, she’s also co-creating a new venture, Appreciation Works, because “showing appreciation is a habit that needs to be practiced daily.” If Sandi could drop some DeW Love anywhere in the world next, it would be to develop a program designed to help dental teams walk in each other’s shoes by role-playing job responsibilities.

“When you see what it’s like to do someone else’s work, you can’t help but appreciate them more,” she explains.

It’s like walking the same beach together. Though there are different roles, the shoreline is the same.

GLOING TOGETHER: POWERING THE FUTURE OF WOMEN IN DENTISTRY

“I continue to be grateful for the doors DeW has opened, the people I’ve met, the connections I’ve made.” From a girl selling seed beads to a woman stringing together professional connections and collaborations, Sandi has built more than a jewelry business. She has built a shoreline where creativity, dentistry, and community all meet.

XO,

Beverly About the author: Beverly Wilburn is a proud Dental Entrepreneur Woman and serves as VP of the DeW Advisory Board. This column is Beverly’s opportunity to give back to her cherished DeW community.

If you have an inspiring story to share about how an amazing DeW or a DeW event has impacted your life or business, send an email to Beverly.Wilburn@dew.life.

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