

Los Angeles, CA
November 13, 2026
Annual Planning 2027
9:00 AM-4:00 PM
The James West Alumni Center at UCLA
Los Angeles, CA
325 Westwood Plaza, Los Angeles, CA 90095
Inspired by the leadership principles from Trust & Inspire, this workshop is designed to help practice owners build high-trust cultures that unlock team performance and sustainable growth. Through Fortune’s proven annual planning process, you will develop a clear production forecast, strategic growth plan, and meaningful goal while learning how trust-driven leadership creates stronger engagement, accountability, and results for the year ahead.
THIS WORKSHOP WILL ALSO COVER:
- Annual Production Forecast & Growth Plan
- Goal Setting Workshop for 2027
- Outcomes and goals for all five Business Engines
- Creating a strong marketing plan to meet New Patient goals
Cost:
$110
See who's speaking At your event

Len Tiso
Len Tiso is an experienced executive coach, trainer, and consultant who is passionate about helping people and organizations to flourish. He enjoys helping clients to identify and develop their inherent skills and talents, set goals in alignment with business and leadership objectives, overcome obstacles, and maximize their productivity, performance, and engagement. Len is appreciative of the uniqueness of each client and is committed to empowering each client to discover, invest in, and leverage their own unique edge so that they may maximize their impact with their own clients and teams. His coaching specialties include leadership development, strategic planning, goal setting, productivity enhancement, team dynamics, and emotional intelligence.

Aimee Nevins
An avid proponent of Fortune’s integrated, hands-on approach, Aimée is passionate about personal and professional growth. Dedicated to helping her clients achieve their highest potential, Aimée brings a bright and creative mind to the task, coaching with the highest level of professionalism. Aimée’s talents in sales and consulting combined with her extensive technical expertise contribute unique qualifications to her coaching role. She brings over 20 years of business experience, spanning from research functions as a Clinical Trials Coordinator, to her advisory role as a LEED Accredited Professional (LEED-AP), to managing hundreds of dental accounts as a sales representative for Patterson Dental.
Ready to reserve your seat?
We can’t wait to see you soon.




