
Plan Smart: How to Request Products and Training For Your Practice
Friday, April 24
9 - 10:30 AM
1.5 CDE Credits – DDS, DH, DA, AUX
COURSE DESCRIPTION:
In today’s evolving healthcare landscape, gaining approval for new products and training requires strategic communication and a well-built business case. This course equips dental professionals with the tools and insights needed to make compelling, well-supported requests that align with both patient care and practice goals. Participants will learn to create persuasive proposals tailored to meet the unique needs of their practice, utilizing provided templates for efficient and effective communication. Through a combination of strategic communication and business case development, this course will guide attendees in building structured, impactful requests that emphasize the value of advanced technology and instruments in enhancing patient care.
Course Objectives:
1. Develop strategic communication skills.
2. Construct a compelling business case.
3. Utilize proposal templates.
4. Enhance patient and clinician experience.
PRESENTER:
Lisa Copeland, RDH, CSP, CVP
Lisa Copeland is a communication/speaking coach, international speaker and proud IRONMAN who helps dental teams achieve high-functioning communication. As CEO of Communicate With Influence, she brings decades of dental industry experience and global perspective to every training. One of only three RDHs worldwide to earn the prestigious CSP (Certified Speaking Professional) award, Copeland knows how to lead the room with purpose and punchlines. When she's not coaching teams, you'll find her shredding trails on her bike, carving powder on her snowboard or crushing communication roadblocks like a pro.
Conflict of Interest: None

