A Workshop for Practice Leaders

You know you do it. Or at least, you want to. You want to DIY your Employee Handbook.

Maybe you found a template online. Maybe you got it from a friend. Maybe it’s from a state or national organization that serves your profession. Maybe an attorney gave it to you several years ago. Maybe another HR firm drafted it for you. Maybe you got it from the person who sold you your practice. Maybe you found it on Facebook. Or maybe you started writing it from scratch.

Wherever your current employee handbook came from, you’re here because it needs an update. You know you probably should have an advisor assist you with creating a compliant, customized employee handbook for your practice – but you are going to risk it and make those updates yourself. Which is exactly what this workshop is here to help you do!

Taught by Kara Kelley, a Dental HR Advisor with 12+ years of experience keeping dental practices across the country compliant with their HR systems, you’ll learn some of the common mistakes practice leaders make when they try to write their own handbooks. Learn which policies you can customize, which ones to leave alone, and which ones you should add (or remove) immediately!

About this workshop.

While a professionally developed employee handbook is always recommended, it’s useless if you don’t know what to do with it! What’s more, thousands of practice leaders make “DIY” updates every year, without knowledge of current employment regulations or best practices. Keep your practice out of hot water and gain an understanding of what can be updated in an employee handbook, how to make those updates, and what should be left to the professionals.

Key Takeaways

Be aware of common mistakes dental practices make when drafting their employee handbooks

Gain a solid understanding of what policies you should have (and policies you should leave out)

Understand which sections can be customized to fit your practice (and which ones to let the professionals handle)

Know where to look for updates to applicable regulations and learn how to research employment regulations

Bonus Content

Attendees in most US states (excluding California) will receive a State Supplement Policy List upon conclusion of the workshop. Each policy list will include the potentially recommended policies – with details including headcount application and location specificity – that may apply to their practice.

Your Instructor

Kara D. Kelley, SPHR, SHRM-SCP

Kara works with Dental Practice Leaders to develop strategic HR systems that engage their team and strengthen their practice. She is the founder and CEO of Clinical HR LLC, a Human Resources advisory firm for dental and medical practices. Kara focuses on cultivating leadership skills, managing employee relations issues, and implementing competitive total rewards systems. She also works with practices to develop employee policies and establish compliant HR systems.

Though Kara initially enrolled in a Marketing degree program, she took an HR course for a general business credit and fell in love with it, eventually earning a B.S. in Business with a concentration in Human Resource Management. Kara is a Society for Human Resource Management Senior Certified Professional (SHRM-SCP) and holds the Senior Professional in Human Resources (SPHR) designation from the HR Certification Institute (HRCI). She is also an Everything DiSC Workplace Certified Facilitator and a Five Behaviors Certified Practitioner, and uses these certifications to conduct Cohesive Dental Team Clinics to reduce “dental team drama.”

A life-long learner who is never content with the status quo, Kara serves on several professional boards and committees. She is the Co-Chair of the Mentorship Committee and a member of the Legal & Legislative committee for Austin SHRM. Kara is currently serving as President of the National Speakers Association Austin chapter. In 2022, she helped found the ADMC Memorial Foundation, a scholarship program for new practice owners. Kara also founded the Dental Leadership Mindset Facebook group that serves as an HR Hub for Practice Leaders.

Frequently asked.

What is the investment for this workshop?

There is a $297 registration fee to attend this virtual workshop. A $48 discount is available through April 14, 2024. Discount will be displayed at the registration link and does not require a code to receive.

Due to the limited capacity of this event, early registration is encouraged!

Will this course be recorded?

Yes. A link to the recording will be sent to attendees within 48 hours of the conclusion of the workshop and will be accessible for 30 days from the date of receipt.

When will I receive my state supplement policy list?

State supplement policy lists (excluding California) will be included in the email containing the recording, sent within 48 hours of the conclusion of the workshop.

Why is the California state supplement not available?

California regulations vary significantly from federal regulations and those of other states. There is no state supplement for California, as it is typically an entirely separate handbook.

While Practice Leaders with entities in California are not prohibited from attending this course, they should be advised that the information included in the course is unlikely to apply to a California practice.

Refunds & Recordings

Refunds for this workshop may be requested until April 27, 2024 at 10:00am Central. No refunds will be given after the start of the workshop.

A recording of this course will be made available to registrants for 30 days after the course has concluded for use within their internal organizations.

No portion of the recording, course materials, or state supplement provided to each attendee may be copied, distributed, sold, modified, or otherwise utilized to assist another organization in drafting an employee handbook. Consultants, coaches, trainers, or other professionals viewing this course must reference this course and Clinical HR if utilizing the information in a presentation or consultation for which they profit in any way.

Legal Disclaimers

Information, Not Legal Advice

This course provides information to help practice leaders understand what should and should not be included in an employee handbook. This course is not recommended for practice owners and leaders located in the state of California, due to the additional complexities of employee handbooks for that state. This course, Clinical HR LLC, nor Kara Kelley supports the recommendation that business owners or practice leaders draft their own employee handbook without the guidance of a professional advisor.

The information in this course is not legal advice and does not replace the advice or representation of a licensed attorney. Clinical HR is not a law or financial advisory firm. Kara Kelley is not a lawyer or financial advisor, and therefore does not provide legal or tax advice. This course, information found on the Clinical HR LLC website, or related consulting services are not substitutes for the advice or services of an attorney. Employers are advised to have a formal review of their employee handbook conducted by an attorney or HR advisor familiar with their state laws and their practice.

Clinical HR LLC makes no claim as to the accuracy, completeness, adequacy, or currency of this information and is not responsible for any consequences that may result from the application of information included in this course. You should consult with a licensed attorney if you want assurance that the information in the course and your interpretation of it is appropriate for your particular situation.

The state supplement provided to attendees includes a list of state-specific policies that may be recommended for inclusion in an employee handbook, depending on the headcount of the practice for which the handbook is drafted. Workshop attendees and those viewing the course should take care to ensure a specific policy – in the course or in the state supplement – applies to their practice situation prior to publishing the policy in their employee handbook.

Ready to D-I-Right Your Employee Handbook?

Register for this workshop by April 26, 2024.