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Mastering the Closing Process: What's in the Folder?


Ready to turn consultations into conversions? Join Roksana Schwartz and Deanna O'Connell for an engaging session on closing the deal with confidence and ease. In this course, you'll explore essential strategies for navigating the financial landscape and understanding what’s included in your closing folder.

From utilizing iTero scans to delivering compelling financial presentations, Roksana and Deanna will share invaluable tips and tricks to streamline the process. Whether you’re part of a small clinic or a large practice, this course is tailored to equip you with the tools needed for success.

Don’t miss this opportunity to enhance your closing skills and ensure that every consultation ends with a win!

Roksana Schwartz

Roksana began her dental career in 2000 after graduating from the NAIT Dental Assisting Program. Her dedication and expertise have established her as a leading professional in the field. As a valued member of both the Executive Board and the Board of Elite Office Managers at The American Academy of Clear Aligners (AACA), she exemplifies commitment to excellence.

Roksana prioritizes continuous education, amassing hundreds of hours of training from AACA, LVI, ICCMO, and other respected institutions. She also provides specialized consulting on clear aligners through her business, Clear Choice Consulting.

Since joining Dr. Frank’s practice at Bright Dental in 2011, Roksana has advanced from assistant to office manager, showcasing exceptional leadership and skill in elevating the clinic from Silver to Diamond Plus status.

Deanna O’Connell

Deanna has over 25 years of office management experience, but truly found her passion when she transitioned into the dental field. Her proudest professional achievements are when she can be a part of changing patient’s lives. Deanna excels at financial planning, organization, and thrives when presented with a challenge. She enjoys volunteering in her community with organizations such as the Mogollon Sporting Association, Arizona Sonshine, Shop with a Hero, and Veterans Day Dental Service Events. She is honored to be a part of the AACA Elite Office Managers and her Fellowship with AADOM.

Outside of the dental office Deanna loves being out on the trails with her family in their side-by-side, loves home renovations (especially demo day), arts and crafts, and reading anything she can.

Earlier Event: October 23
We Survived, now let's Thrive