We are thrilled to be back for a second time at the Women in Dentistry SPEAR Retreat! Brittany Frazier, CPA and Financial Advisory, will present Women at the Helm: Grow It, Guard It, Give It on Friday, October 16, 2026, at 11AM-12PM, sharing valuable financial strategies tailored for women in dentistry. We will also be […]
Investing doesn’t start with the market. It starts with the practice, the paycheck and the plan behind both. CWA is heading to Nashville to bring that perspective to the Mommy Dentists in Business CEO Roundtable, Jan. 21-22, 2027, where this year’s theme is MDIB & Investing. Our CPAs and advisors work exclusively with dental professionals, […]
Back in Boston and back on the Yankee stage, Charles Loretto, partner at CWA, will present Building Strong Dental Partnerships: Strategies for Fair and Lasting Transitions on Saturday, Jan. 30, from 10 a.m. to noon ET on the exhibit hall floor. A partnership is more than a transaction. For buyers and sellers alike, Charles will […]
CWA is headed to Orlando for Spear Summit 2027, and we’ll be on the agenda. Spear’s annual flagship conference brings general dentists, specialists, practice owners and team leaders together April 7-10 for three days of clinical and leadership education, with 14 CE credits available. Clinical skill builds a great practice, and financial clarity helps it […]
Lead. Sustain. Scale. Every growth plan needs a financial plan underneath it, and that’s the conversation CWA is bringing to Austin. We’ll join the Mommy Dentists in Business CEO Roundtable on April 29-30, 2027, where practice owners will spend two days on what it takes to build a practice that lasts. Cash flow, debt, taxes, […]
Christy Ratcliff, partner at CWA, is taking the stage in Park City. She’ll speak at the 2027 Mommy Dentists in Business Social Summit, Oct. 15-16 at the Grand Hyatt Deer Valley, MDIB’s flagship annual gathering for education, connection and community. Christy will bring the financial side of practice ownership and family life into focus for […]
