Connect.
Contribute.
Celebrate.

Mastery Circle 2025

Orlando, Florida

Doctors & Spouses

October 17th & 18th

Connect.
Contribute.
Celebrate.

Mastery Circle 2025

Orlando, Florida

Doctors & Spouses

October 17th & 18th

We’re bringing the Circle together again — and this year’s gathering will be different from the rest and leave you fired up and full of new momentum.

Why Attend?

In today’s fast-moving practice environment, the most impactful doctors are those who stay rooted in community, committed to lifelong learning, and intentional about the legacy they’re building.

This is more than just an event — it’s your chance to:

Connect with your visionary peers, reignite your purpose, and discover game-changing technologies.

Share your insights and strategies in a vibrant, collaborative study club atmosphere.

Celebrate your hard-earned milestones with others who truly understand the path you’ve walked.

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Agenda

Day 1: Connect & Celebrate

Morning | Welcome

Light breakfast & networking

Opening remarks and agenda overview: Review of recent progress and focus areas for the coming year

Peer connection exercise to share practice updates and personal goals

Late Morning | Legacy & Wealth Creation

Generational Wealth & Financial Independence
- Explore strategies for creating a secure financial foundation for your family and your practice’s future.

Guest Experts: Denny & Rebecca Southard
- Denny shares his updated framework on personal investing and long-term wealth-building.
- Rebecca provides insight into the inner workings of large brokerage firms and how her financial approach changed after working with Denny.

An invaluable session for doctors and spouses alike.

Interactive Segment: Mastery Family Feud

A lighthearted, team-based knowledge competition

Test your mastery of clinical, business, and leadership topics—with prizes!

Afternoon | Creating a Life of Abundance

A focused session on optimizing time, energy, and meaning—not just income.
Frameworks for defining success on your own terms and designing a life of freedom and fulfillment.

Late Afternoon/ Early Evening | The Masties Awards & Cocktail Reception

Celebrate the standout achievements of our community

Toast to growth with fellow doctors and spouses

A festive evening of recognition, camaraderie, and connection

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Day 2: Growth Through Contribution

Morning | Practice Breakthrough Roundtable

Open forum: “What was the single most impactful decision or strategy in your practice this year?”

Learn from your peers’ wins—and share your own.

Doctors Panel | Coaches Panel

Ask the endo practice questions you’ve been wanting to

Interactive Study Club Presentations

Doctor-led sessions: 10–15 minute presentations or facilitated discussions
Topics may include clinical innovations, leadership strategies, team dynamics, marketing, investing, and more
Designed to be highly actionable, peer-driven, and immediately relevant
Here's a link to a document that provides information and guidelines for the presentations

Vendor Insights: Practice Tools & Technology

Gain practical knowledge from industry leaders who support our profession. Each vendor will offer a focused presentation on innovations that can streamline operations, enhance diagnostics, or strengthen your bottom line.

With vendors like:
- Weave – Enhancing front desk communication and efficiency
- Cedr HR – Key HR policy updates and legal compliance essentials
- EdgeEndo – Evaluating laser integration: clinical benefits and cost structure
- Diagnocat & Overjet – AI advancements in radiographic interpretation and coding
- Unlock the PPO | 5 Lakes | BBC Consulting – Expert insights on navigating insurance participation and improving collections
- My Social Practice – “Annie,” an AI-driven front desk support tool for patient engagement and communication consistency

Closing Session | Reflection & Forward Focus

Consolidating key takeaways
Personal and professional commitments for the year ahead
Final remarks and celebratory send-off

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Who Should Attend?

This event is designed for Mastery Circle doctors and their spouses who are committed to intentional leadership, elevated clinical excellence, financial mastery, and meaningful connection. Whether you're scaling, transitioning, or simply seeking clarity and momentum, you’ll find value in every session.

*Attendance includes access to all sessions, cocktail reception, breakfast and lunch both day, and materials.

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