
"Beyond the P&L: How High-Performing Practices Actually Use Their Numbers"
Most dental owners review their financials, but very few actually run their practice with them. In this session, we’ll move beyond basic statements into controller-level thinking—where numbers are interpreted, challenged, and turned into actionable decisions. You’ll learn how high-performing practices use monthly financials, cash flow, and KPIs to anticipate problems, regain control, and make smarter decisions before issues hit the bank account.
Key Learning Objectives:
1) Go beyond the P&L and cash flow statements to spot trends and opportunities—without getting lost in spreadsheets.
2) Use KPIs, enterprise rankings, and individual practice performance to uncover what’s working, what’s leaking, and what needs attention.
3) Learn how to read cash per bank vs. PMS and debt service data to anticipate challenges before they hit your bottom line.
4) Identify the real issues hiding in your numbers, prioritize them, and create actionable next steps to actually improve your practice.

About Samantha Lott, Fractional Controller, Duckett Ladd
Samantha Lott is a dental-specific Controller at Duckett Ladd, where she works with high-complexity, fast-growing dental groups who are past “just keep the books clean” and ready for real financial control.
She’s spent the last four years inside Duckett Ladd — now sitting in the weeds with emerging groups helping owners understand what their numbers actually mean and what to do next. Her sweet spot is translating financial chaos into clarity without talking down to dentists or drowning them in accounting jargon.
In the Dental Nachos world, Samantha is known as the nacho-ordinary accountant — approachable, honest, and very real about the messy middle of growth. Behind the scenes, she brings strong controller-level thinking around cash flow, KPIs, multi-location reporting, and accountability.
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