Speaking Engagement

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  • Mommy Dentists in Business CEO Roundtable Cohort B 2027

    The Hermitage Hotel 231 6th Avenue N, Nashville, TN, United States

    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 […]

  • Yankee Dental Congress 2027

    Boston Convention & Exhibition Center 415 Summer St, Boston, MA, United States

    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, […]

  • Hickory, NC Study Club – February 11, 2027

    Some of the best conversations in dentistry happen in small rooms. CWA is joining a Hickory, NC, study club to talk through the financial side of practice ownership, from cash […]

  • Chicago Dental Society Midwinter Meeting 2027

    McCormick Place West Building 2301 S. Indiana Ave, Chicago, IL

    Thinking about bringing on a partner, or becoming one? Charles Loretto, partner at CWA, will present Building Strong Dental Partnerships: Strategies for Fair and Lasting Transitions at the Chicago Midwinter […]

  • Florida Association of Orthodontists 87th Annual Session

    Orthodontists plan treatment years in advance, and their finances deserve the same long view. CWA is joining the Florida Association of Orthodontists at its 87th Annual Session, Feb. 25-27, 2027, […]

  • Chicago, IL Study Club – March 8, 2027

    Some of the best conversations in dentistry happen in small rooms. CWA is joining a Chicago, IL, study club to talk through the financial side of practice ownership, from cash […]

  • Spear Summit

    Orlando, FL

    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 […]

  • 3D Growth Summit 2027

    Sandals Dunn’s River Mammee Bay Road, Ocho Rios, Jamaica

    Growth plans work best when the financial plan keeps pace. CWA Partner Charles Loretto will speak at the 3D Growth Summit, a doctors-only retreat hosted by 3D Dentists, April 15-17, […]

  • Mommy Dentists in Business CEO Roundtable Cohort A 2027

    Austin, TX

    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 […]