An in-depth look at Dental Membership plans and what you need to do to implement a successful plan

CE Program #2 (1.50 Credits)

The American Academy of Dental Group Practice is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

The American Academy of Dental Group Practice designates this activity for 1.5 continuing education credits.


American Acedemy of Dental Group Practice (AADGP)
Nationally Approved PACE Program Peovider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
1/1/2020 to 12/31/2021.
Provider ID# 218360

Let’s Get Sassy Course Description

Our panelists will present an in-depth look into many aspects of incorporating and running a Dental Membership Plan into Dental Practices.

Course Objectives

  • Provide an explanation of what Dental Membership Plans are
  • Discuss the different types of plans that can be implemented
  • Explain the difference between a dental plan and an insurance plan
  • Discuss the legal requirements for membership plans
  • Gain an understanding into the economics of a plan
  • Discuss the strategies to implement a plan
  • Provide direction on how to manage a plan on an ongoing basis

Participants Will Learn

At the end of this course the participants will:

  • Develop a good understanding of what dental membership plan are
  • Know what types of plans are available in the market
  • Gain and understanding on how these plans differ from traditional insurance plans
  • Learn about the basic economics of dental plans
  • Be able to develop an dental plan implementation strategy
  • Learn the best practices about managing a plan from implementation to ongoing plan activities


Jason Flannagan

Fr. Jason Flannagan, Plan Forward

Co-Founder, Plan Forward

Dr. Jason Flannagan attended the Indiana University School of Dentistry where he earned his Doctor of Dental Surgery degree. In 2004, Dr. Flannagan was the recipient of the highest dental academic achievement award in the industry, being elected into Omicron Kappa Upsilon. This fraternity includes only the top five percent of dentists in the nation. When he is not in the office, Dr. Flannagan is involved in the local community and volunteers with a number of organizations to make an impact in the dental community.

He serves on committees and boards for the Indiana Dental Association, was a faculty member at the Indiana University School of Dentistry for 12 years, and spent six years as the Dental Director of the Trinity Free Clinic in Hamilton County, IN which provides over $800,000 per year of free dental care to patients in need. 

Megan Lohman

Megan Lohman, Plan Forward

Co-Founder CEO, Plan Forward

As Co-Founder and CEO of Plan Forward, Megan Lohman leads the company’s go-to-market strategy and operations, contributing to overall business growth and customer retention. She is actively involved in many of the sales, marketing, and client success efforts of the company and has a heavy focus on strategic partnerships and industry relationships.

Leveraging her years of industry experience and knowledge of dental membership plans, Megan works closely with Plan Forward’s partners, customers, and software developers to inform the product roadmap.

Prior to starting her career in the dental space, Megan gained business experience in medical sales, staffing and recruiting, and was the first employee of a sports marketing agency where she wore many hats and had her first taste of entrepreneurship.

​When Megan isn’t working on her long-term plans to own a professional sports team or launch a non-profit, she enjoys yoga, running, reading books (or her beloved People magazine), and spending time with family and friends.

Landon Lemoine

Landon Lemoine, Bento

Vice President Growth, Bento

Landon Lemoine is the vice president of growth at Bento where he oversees Bento’s nationwide network development and customer success operations. Prior to his role at Bento, Landon has held multiple roles at both national and international technology firms in business development and growth. It’s his passion for growth and disruption that has led Landon to continue developing Bento’s solution for providers nationwide.

Dave Monahan

David Monahan, Kleer

CEO, Kleer

Dave Monahan is the CEO of Kleer, a cloud-based platform that enables dentists to easily create their own membership plan and offer it directly to their patients. Kleer eliminates the cost and hassle of insurance middlemen, making it easy for patients to get the comprehensive dental care they want while enabling dental practices to increase patient loyalty, visits and treatment acceptance.

Dave has a passion for creating technology-enabled businesses that improve people’s lives. He founded Kleer and championed its mission from the beginning. He designed the Kleer platform based on dentist and patient feedback, curated a passionate and hardworking team, publicly advocates for dentists and patient rights, and continuously pushes the company to innovate and be better.

Prior to joining Kleer, Dave served as the CEO of FitLinxx, where he created simple and affordable wearable devices that enabled patients to monitor and manage chronic conditions and athletes to monitor and improve their performance. He also worked at Microsoft from 1999 to 2006, where he developed and implemented new product, market and partnering strategies that helped the company and thousands of its partners grow and improve profitability.


Brett Wells

Jordan Comstock, BoomCloud

CEO/President, DentalHQ

A native North Carolinian, Brett bleeds the teal and black of his hometown Carolina Panthers. He’s a consummate entrepreneur, building not only a successful four-office dental practice but also concepting and starting DentalHQ. Despite his success, Brett holds true to his belief that intelligent alien life is “out there.” Out there, indeed.


Dr. Brent Barta

Dr. Brent Barta, West 10th Dental Group

CEO, West 10th Dental Group

Speaker Disclosures

Dr. Brent Barta
Brentt Wells
Dr. Jason Flanagan
Landon Lemoine
Megan Lohman
Dave Monahan
Nothing to Disclose
Nothing to disclose
Founder Plan Forward
Nothing to disclose
Owner & CEO Plan Forward

Course Information

Course Instructor


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