JW Marriott Charlotte
Charlotte, NC


November 4-5, 2022

Schedule for Friday, November 4

8:00AM-8:30AM: Check-In/Breakfast

8:30AM-9:30AM: Keynote by Wes Lyon and Jonathan Martin

9:30AM-12:30PM: Breakout Sessions

12:30PM-1:30PM: Lunch

1:30PM-4:30PM: Breakout Sessions (con't)

4:30PM-6:00PM: Cocktail Reception

Schedule for Saturday, November 5

8:00AM-8:30AM: Check-In/Breakfast

8:30AM-9:30AM: State of the Markets

9:30AM-12:30PM: Breakout Sessions

12:30PM-1:30PM: Lunch

1:30PM - 3:30PM: Breakout Sessions

3:30PM - 5:00PM: Closing Reception

Customize your schedule by choosing which breakout sessions are most applicable for you. See the Agenda tab for more details about each breakout session.

query_builder Early Bird rates apply through September 4
local_offer Discounted room rates available through October 13 or when block is full
smartphone Mobile event app with your itinerary, Presentations, and more!
local_cafe Buffet Breakfast Each Morning
restaurant Buffet lunch Each Afternoon
local_bar Cocktail Reception Friday and Saturday
question_answer Speakers available for 1:1 meetings while onsite (upon request)
phone Follow up consultation with your presenters (upon request)
school Continuing education provided (up to 13 ce hours*)

*Check-in required at keynotes and each breakout session to receive CE credit

COVID-19 onsite Safety measures

Covid-19 Safety Measures will vary based on:

  • State law at the time of the seminar
  • Requirements set forth by the hotel
  • Recommendations made by the CDC and WHO
  • Comfortability of our attendees 

November 4-5, 2022 | 13.00 CE Hours

McGill & Hill Group Summit

Speakers Blake W. Hassan, Jonathan R. Martin, Mario G. Santiago, Roger K. Hill, T. Wade Coleman, Wesley W. Lyon, II

We offer a variety of topics during our breakout sessions so you can choose the one that's most interesting to you! Formal schedule will be provided in the weeks approaching the seminar so you can plan your itinerary. Breakout session topics include:

  • Why you can't afford NOT to buy a practice
  • Tax and business strategies to increase profits, reduce overheard, and lower taxes
  • Transition options explained
  • Growing your practice in a digital world*
  • Navigating DSOs
  • Legal issues in transitions
  • Know your return on hygiene: uncovering the potential of your hydiene team**
  • A better way to invest: harnessing the power of the markets
  • Tax and financial planning strategies for the retired doctor
  • Exploring the innner working of dental coverage, patient behavior, and practice profitability***
  • Estate planning and asses protection
  • Financial planning for young doctors

*presented by Amy Epstein and Dr. Leon Klempner of People + Practice
** presented by Rachel Wall, RDH, BS of Inspired Hygiene
***presented by Brad James of Kleer®

Full Schedule

Friday, November 04, 2022

8:30 AM - 9:30 AM

Opening Keynote

9:30 AM - 4:30 PM

Breakout Sessions

12:00 PM - 1:00 PM


4:30 PM - 6:00 PM

Cocktail Reception

Saturday, November 05, 2022

8:30 AM - 12:00 AM

State of the Markets

8:30 AM - 3:30 PM

Breakout Sessions

12:30 PM - 1:30 PM


3:30 PM - 5:00 PM

Closing Reception

Blake W. Hassan


Jonathan R. Martin


Mario G. Santiago


Roger K. Hill


T. Wade Coleman


Wesley W. Lyon, II

Build Your Own Schedule

The Summit includes two days of breakout sessions - each one offering 2-3 topics to choose from! Review the topics on the agenda page. The final schedule will be provided in your Know Before You Go details so you can plan your schedule our accordingly.

Special Room Rates Available

Group rates are available for attendees at a discounted rate of $269/night (plus taxes & fees). Booking details are provided upon registration. Rooms are available on a first-come, first-serve basis. For more information on housing, contact Sarah at 877.306.9780.

Room Block Close Date

Room block closes on October 13, 2022 or when group block sells out.

Continuing Education Credits

Receive up to 13 hours (check-in required at keynotes and each breakout session to receive CE credit).

Early Bird Deadline

Early bird rates apply through September 4, 2022


JW Marriott Charlotte
Charlotte, NC

Charlotte NC Destination

local_offer Discounted room rates available

Our group rate of $269/night (plus taxes & fees) is available through October 14, 2022, or when all rooms are reserved, whichever comes first. Rooms are not guaranteed to all registered attendees and are on a first come, first-served basis. Reserve your room now at: McGill & Hill Group Summit Room Block

Hotel Description

Find the perfect blend of luxury service and prime location at JW Marriott Charlotte. Situated in Uptown, across the street from the Charlotte Convention Center, this luxury hotel provides all you need to explore the very best the city has to offer. The hotel sits near favorite local attractions, to include; the Nascar Hall of Fame, Bank of America Stadium, thrilling nightlife and shopping options, and in the heart of Charlotte's financial district. Hotel guests enjoy luxurious well-appointed rooms with upscale amenities, a 24-hour fitness center, rooftop bar & pool, Spa by JW, and authentic restaurant dining reflecting local culinary favorites. This urban retreat connects the place, the people, and the community.

Airport Transportation

Charlotte Douglas International Airport (CLT)

Renaissance Charlotte SouthPark is located 7.4 miles from the airport.

public Airport Website
phone 704.359.4013
place View on Google Maps
no_transfer This hotel does not provide Shuttle Service

Alternate Transportation
Estimated Taxi Fare
$30 (one way)

Estimated Shared Ride App
$10-$15 (one way)
Valet Parking

Getting here

JW Marriott Charlotte
600 South College Street
Charlotte, North Carolina 28202

Members get 10% off.

Already a member with The McGill Advisory? Log in to receive your 10% member discount!

Indicates events that offer CE Credit
McGill & Hill Group Summit
November 4-5, 2022
First Attendee: $1460
Each Additional: $980
*You're receiving this bonus 30% discount because you previously attended this course. Course Total $0

Registration Information


Registration fee covers the entire 2-Day McGill & Hill Group Summit. The breakout session itinerary will be provided prior to your arrival so you can plan your schedule. If you have any questions, call Sarah at 877.306.9780.

Cancellation Policy*

30 days prior to the first day of the seminar receives a full refund* less a $50 processing fee.
Less than 30 days prior, attendees are eligible to receive a full credit to apply to another seminar.

*Cancellation Policy applies only to seminar courses and event fees. McGill & Hill Group is not responsible for reimbursement of any registrant’s other expenses that may be related to the seminar. Understanding the cancellation policy for any hotels, flights, car rentals, park tickets, etc. is the responsibility of the individual.

Media Disclosure

Photography, filming, audio recording, and/or interview(s) may occur onsite at any McGill & Hill Group event and may be used for the purposes of highlighting the event, promoting future events, and/or other lawful purposes.

"The CE lectures are informative and engaging. The speakers care about our financial security and well being, and you can tell they truly enjoy their work."

Dr. Jim Kelly, General Dentist

The McGill & Hill Group LLC
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
January 1, 2021 to December 31, 2023
Provider ID #211234


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