CWA 28th Annual Meeting

Feb. 21-23, 2019

We passionately believe in the power of education, preparation and strong relationships. The goal of the CWA Annual Meeting is to bring our community together in a picturesque venue to foster a collaborative atmosphere for growth, learning and networking.

Join us at the luxurious Terranea Resort for our 28th Annual Meeting in Southern California Feb. 21-23, 2019.

Register Now

Event Highlights:

  • Luxury oceanfront resort in Southern California
  • Welcome cocktail reception on Thursday night
  • Daily afternoon excursions and creative team-building
  • Thought-provoking presentations
  • Closing dinner & entertainment (including the return of the infamous MirMir photobooth)
  • Practice Management CE hours available
Enjoy Excursions and the Luxury Estate of Terranea Resort
Take a stroll along the hillsides

while enjoying a regal view of the ocean.
Paint your next masterpiece

and take home a piece of Southern California.
Get on the green

and golf together.
Try something new

like marine kayaking.

Featured Speakers


Be the SPARK: Five Platinum Service Principles for Creating Customers for Life Presented by Mr. Simon Bailey
Former Sales Director, Disney Institute and Best-Selling Author

If you’re unforgettable, you’ll create a customer for life – and in this service-driven economy, where automation and algorithms have replaced personal interaction, every moment is an opportunity to create a memory in the hearts and lives of your clients and team members.

In this presentation, Mr. Bailey leverages what he’s learned over 30 years of working for six different companies, including the Disney Institute and The Ritz-Carlton Learning Institute, to create moments that matter. Simon leans on evidence-based research to provide tried-and-true methods that work for everyone, no matter the job title.

Relationships are the currency of the future. Mr. Bailey will help you break through and transform from good service to Platinum Service, thereby creating brand champions who become customers for life.

The Compelling Argument with Value Investing: Lessons from a Fund Manager Presented by Mr. Steven Romick
Managing Partner, First Pacific Advisors, LLC

Historically, academic research has suggested that value investing has proven to be the best strategy for long-term investors. For the last nine years, investors’ faith in looking for cheaply valued stocks has been challenged.

Mr. Romick serves as portfolio manager for the FPA Crescent Fund, Source Capital Inc. and the FPA Multi-Advisor Strategy. With close to three decades and approximately $30 billion under management, Mr. Romick will share lessons learned in value investing. He will touch on how he thinks about investing, risk and reflect on some of his more memorable positive and negative investment experiences.


Five Pillars of Investments Presented by Mr. Hunter Satterfield, CPA
Financial Planner, Cain Watters and Associates

Positioning Your Organization in the Evolving DSO Landscape Presented by Mr. Brian Colao
Director, Dykema

Key Performance Indicators You Need to Evoke Change in Your Dental Practice Presented by Mr. Rob Bay
Co-Founder, Dental Intelligence

Get CE Hours for attending

CWA is thrilled to announce they have become an accredited provider through the Academy of General Dentistry to offer continuing education hours for attending the Annual Meeting. For the 2019 Annual Meeting, there will be 8 practice management credits offered. Please contact Kristen Clynch with any questions.

Cain Watters & Associates is designated as an Approved PACE Program Provider by the Academy of General Dentistry.  The formal continuing education programs of this program provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit.  Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement.  The current term of approval extends from 1/1/2018 to 12/31/2019.  Provider ID# 208018


Please plan on arriving Thursday, Feb. 21, and departing Sunday, Feb. 24.

Thursday, Feb. 21 5:30 – 7:30 p.m.  Welcome Reception at The Links Clubhouse
Friday, Feb. 22 7:30 – 8:30 a.m. Breakfast in the Palos Verdes Terrace and Lawn
8:30 a.m. – 10 a.m. General Session
10 a.m. – 12 p.m. Breakout Sessions
12 p.m. Lunch
1 p.m.  Group On-Property Excursions
Dinner at your leisure
Saturday, Feb. 23 7:30 – 8:30 a.m. Breakfast in the Palos Verdes Terrace and Lawn
8:30 a.m. – 12 p.m. General Session
12:30 – 3 p.m. Lunch and Team Competition at Cielo Point Pool
3 – 6 p.m. Enjoy the Resort at your Leisure
6:30 p.m. Annual meeting Dinner at the Meadows

Registration Fees

January 1 – Feb. 8, 2019


Individual Registration $1,600      |    Individual + Guest $2,300



Hotel Information

This luxurious oceanfront resort is nestled in the heart of southern California. The Terranea Resort offers stunning views coupled with outdoor excursions, exploring and creative team building, and sets the stage for an entertaining and thought-provoking event.

A special nightly room rate of $325 has been negotiated. Please book your room at Terranea Resort by visiting this link or contact the reservations department at 855.476.3912 and reference the Cain Watters & Associates room block.  The deadline to reserve a room at this rate is February 1, 2019.

Terrenea Resort is located in Rancho Palos Verdes, California, about 16 miles from the Los Angeles International Airport.

Click here to reserve your room.

Reserve Your Spot!
Terranea Resort

100 Terranea Way
Rancho Palos Verdes, CA 90275


CWA’s 28th Annual Meeting
Feb. 21-23, 2019

Get more information

Please contact Kristen Clynch at or 972.764.6204

Please note that the purchase of tickets to the meeting are non-refundable after December 31, 2018.


I represent to Cain Watters & Associates, LLC, their agents, assigns and any related companies* (collectively referred to herein as “CWA”), that I hereby grant my permission, authorization and consent to CWA to take or use photographs, digital images, and/or video/audio recordings of my person or image for all types of electronic and written published media, including advertising, brochures, internet web sites, social media sites, news releases and any other media or communication form used by CWA. I certify that I am 18 years of age or older and of legal age to authorize this agreement. I understand that once my photo or image is published or printed, CWA will be unable to control how any third party may use or adapt my photo or image for their own personal or commercial use. I agree and unconditionally grant my permission to CWA to use my photo or image in their promotional materials, and I further authorize the use of any photo or images depicting my person or image, without compensation to me. I understand that, attendant to my photo, my name may be revealed in descriptive text or commentary. In such circumstance, I grant my permission to reveal my name. I further waive any right to inspect the photos or images prior to publication or distribution.

By checking the box above, I WAIVE, RELEASE, DISCHARGE AND FOREVER HOLD HARMLESS CWA and all persons and entities acting under its permission or authority FROM ANY CLAIM OR CAUSE OF ACTION ARISING OUT OF THE USE OF MY PHOTO OR IMAGE including claims for invasion of privacy and/or defamation, which I may have by reason of the photo, image, or by signing this consent, waiver or release.

In the unlikely event that a dispute arises from the use of my photo or image as a result of my participation in any CWA activity, it is further agreed that Texas law will govern the interpretation of this agreement and that all parties herein consent to a state court venue located solely in state court in Collin County, Texas

*Related companies included in Photo Consent, Waiver and Release; Cain Watters and Associates, National Dental Placements, Elite Dental Alliance, Best New Patients, 3 to 1 Foundation