Where Patient Care Meets Productivity
Jan 15-16, 2026
Charlotte, NC
This exclusive 2-day experience is designed for doctors who are already leading but looking ahead. Get ready to refine your strategy, strengthen your infrastructure, and scale with confidence. Here's what you can expect:
Are you a current or previous Polaris Healthcare Partners client? Please contact us for pricing.
This masterclass is led by trusted leaders who've walked alongside doctors through every stage of business growth. Expect honest insights, actionable strategies, and real-world experience.
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Founder & CEO
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Clinical Coach
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Fractional COO & Strategic Consulting Executive
Partnership & Equity Solutions Executive
Wednesday, Jan. 14
We'll kick off the event with a cocktail reception from 4:00-6:00 PM. Relax, enjoy a drink, and connect with fellow group practice owners in a casual setting before diving into the sessions ahead.
Thursday, Jan. 15
These sessions deliver the tools and insights to help you strengthen leadership, drive clinical growth, and boost financial performance. Plus, a Lunch & Learn with Cary Smith, Co-founder & CEO of DoneDesk, as he shares what these strategies mean for you and your team when you return home in Documenting Repeatable & Predictable Processes.
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Kick off the masterclass with a candid look at the real-world journey from GP to multi-specialty. This session sets the tone for your time together, highlighting the sustainable power of clinical excellence, strong provider foundations, and leadership-driven growth. Through proven processes, training, and leadership, you’ll see how to build durable success that lasts beyond the first wave of growth. You’ll also gain insight from real-world case studies and practical strategies designed to set strong foundations for clinical care and effective leadership practices.
What does a high-performing GP look like in a scalable group? This session unpacks the $5,000/day production benchmark and what it takes to hit it consistently. You'll explore treatment planning, procedures, and drills, as well as how to spot and address gaps. Learn how to fuel growth from within your organization.
Your associates are key to growth, but even strong clinicians can struggle to confidently present treatment. This session shows you how to coach doctors to boost case acceptance through targeted training, confidence-building drills, and practical tools that simplify the complex. From digital scans and visual mockups to proven communication strategies, you’ll learn how to help patients say “yes” more often, turning more plans into completed care and real results for your practice.
Great group practices don’t just grow through strategy. They grow through leadership. This session focuses on developing the skills to uplift and inspire the doctors you lead, helping them embrace change, sharpen their clinical impact, and expand access to care. You’ll learn how to foster a culture of accountability and growth that drives better outcomes for both patients and providers. The result becomes stronger teams, higher-quality care, and practices positioned to thrive in the years ahead.
This session explores why starting with a periodontist, or other specialist, can unlock hidden growth and long-term patient retention. From hygiene's untapped potential to integrating Perio or OMFS strategically into your schedule, you'll learn how specialist support can elevate your treatment planning, boost case acceptance, and strengthen your recall program.
As the first day wraps up, this session will help you connect the big themes you've explored: clinical excellence, growth strategies, and specialty integration, and prepare you for what's next. You'll gain clarity on how these pieces fit together and set the foundation for tomorrow's deep-dive sessions with Polaris experts.
Friday, Jan. 16
Friday brings the masterclass home with a focus on clarity, strategy, and action. These final sessions connect the dots and give you a practical roadmap for growth. You'll leave with high-impact takeaways, renewed confidence in your next steps, and a clear plan you can put into motion right away.
This session focuses on what it really takes to grow without outpacing your foundation. You'll explore strategies for scaling operations sustainably, aligning ownership and equity structures, and ensuring clinical and cultural excellence keep pace with growth. The goal is practical insights you can use to build a larger, stronger organization without losing what makes your practice successful.
You’ve built superstar clinicians. Now, how do you keep them engaged and invested as partners? This session explores the strategies and structures that help practice owners retain top talent, create meaningful partnership opportunities, and align incentives for long-term success. With insights from Polaris, you’ll gain a clear view of how smart partnership decisions strengthen culture, stability, and growth.
This closing session is about connecting insights to practical next steps, so you leave with clarity on priorities, confidence in your path forward, and tools you can apply right away. You'll also see how Polaris can continue to be a resource as you build on this foundation, keeping the focus on your growth and success.
Wrap up the event at your own pace with a grab-and-go lunch option. Whether you stay to connect with peers or head out to start your travels, this flexible send-off makes it easy to end the masterclass on your terms.
