Legal, Financial and Insurance Issues Facing Today’s Dental Practice

Timothy E. Proctor, CPA; Ann J. Durham, JD; Matthew French, Insurance Expert; and Kerri Seims, Insurance Expert

Friday, January 24, 2014

University of Washington
Center for Urban Horticulture
NHS Hall

3501 NE 41st Street
Seattle, Washington 98105

This course is designed mainly for dentists, but other members of the team may find the information useful.

Download Course Application Form
Register Online (available until two days before the course).

Registration and Continental Breakfast: 8:00am – 8:30am
Course: 8:30am – 4:30pm

TUITION – price includes lunch:
Until January 22 (after, $10 more)
$179/Dental Hygienist, Dental Assistant and Office Staff
$251/Current Dental Alumni Member

CREDITS: 7 hours

* This course is eligible for a 10% tuition discount if you are a current member of the UW Dental Alumni Association.

Course Description

Current Accounting Strategies in Your Dental Office to Improve Profitability Including a Review of the Policy and Procedures of Your Internal Controls

Timothy E. Proctor, CPA

This course is designed for dental professionals who are currently in practice or looking to start their own practice. Its purpose is to provide insight into accounting strategies in the dental office to assist a practice in improving profitability with a focus on internal controls.

Course Objectives: As a result of attending this course, you will be able to:

  • Protect, manage and maximize your practice’s assets.
  • Evaluate the financial impact of adding more discounted plans to your office.
  • Explain how/if Obamacare will have an effect on your practice.

Best Medicine for a (Legally) Healthy Dental Practice

Ann J. Durham, JD

All dental professionals who own or operate a dental practice or provide dental services should come for a practical guide addressing legal issues commonly encountered by dentists in their practices.  Subject will include:  organizing and protecting business assets; keys to making patient records accurate and complete; how to respond to patient complaints before they turn into claims; maintaining employment records; key provisions in commercial leases; and preparing for a dental practice sale.

Course Objectives:  As a result of attending this course, you will be able to:

  • Effectively use valuable tips to avoid legal difficulties in the day-to-day operation of a dental practice.
  • Identify essential documents for your dental practice.
  • Discuss how to ensure a smooth practice sale.

Insurance Dentists Need in Today’s Market

Matthew French and Kerri Seims, Insurance Experts

This course will discuss the various types of insurance that dentists need in today’s ever changing market.

Topics to be addressed include:

  • What is happening with Health Care Reform and what it means for dentists both as an employer, dental provider and consumer.
  • What insurance is currently needed to purchase a practice and obtain a practice and or equipment loan.
  • What is the latest coverage to protect you, your family and your business from the unforeseen.
  • Baby boomers and the cost of long-term care and medical care.
  • Employee Risk Management.

Course Objectives:  As a result of attending this course, you will be able to:

  • Understand how healthcare reform affects you as an employer and insurance user.
  • Identify insurance needed to procure a practice or equipment loan.
  • Know what is required of you by federal law in the case of a cyber security breech.
  • Choose the insurance needed to protect you from disgruntled employees and employee theft and embezzlement.
  • Determine the insurance needed to protect your family and your income.


Timothy E. Proctor received his Bachelor of Arts in Business Administration from Seattle University with a major in accounting.  For the last 30 plus years he has owned and operated his own Certified Public Accounting firm, Proctor Company.  His firm emphasizes tax, valuation, practice management and accounting services to health care professionals and has a team of ten certified public accountants.

He has been a frequent lecturer on tax and practice management issues to various professional groups, in addition to being a guest lecturer to the University of Washington School of Dentistry General Practice Residents for over 25 years.  For 12 years he was involved Professional Value Corporation in its dental practice brokerage and valuation services including litigation support.  He co-authored Buying or Selling a Dental Practice with David LaDow, JD.

Disclosure: Mr. Proctor disclosed that he has no relevant financial relationships

Ann J. Durham graduated from the University of Washington School of Law and has over 31 years of trial experience.  The primary focus of her practice is providing legal services to dental professionals.  Her practice areas include:  practice sales, employment contracts, restrictive covenants, commercial real estate lease reviews and sales, corporate formations, and business counseling for dental practices in all stages of growth.

In her representation of clients, Ann successfully performs as an advocate, confidant, negotiator, correspondent, translator and supporter.  Ann uses plain English to explain the risks and benefits of each contract to be signed and the legal impact of every key provision.  She prides herself on being as responsive to her clients’ concerns as her clients are to the concerns of their patients.  Ann works tirelessly to accomplish a true win-win result for her clients.

Disclosure: Ms. Durham disclosed that she has no relevant financial relationships.

Matthew French is the Director and Kerri Seims the Assistant Director of Insurance Services for Washington Dentists’ Insurance Agency (WDIA) which is a for-profit arm of the Washington State Dental Association (WSDA).  Matt has been with WDIA since 2008 and previously worked for WSDA for five years; Kerri has been with WDIA since 2010 and previously worked for 10 years in practice transitions.  They both help dentists meet all of their professional insurance needs including:  Disability, Life, Medical, Business Loan Protection, Business Owners Coverage, Professional Liability and Long Term Care Insurance.  Matt received a BA in Communication from Western Washington University with a concentration in Public/Interpersonal Organizational Communication; Kerri received a BA in Speech Pathology/Audiology with a minor in Psychology from Western Washington University.

Disclosure: Mr. French and Ms. Seims disclosed that they have no relevant financial relationships.

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The University of Washington is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

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The University of Washington is a member of the Association for Continuing Dental Education.

University of Washington designates this activity for 7 continuing education credits.

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