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MaritimeDental Symposium

March 6, 2020

Come on March 6 for a chance to win an OSHA compliance analysis with a value of $1,500!

Get your coronavirus questions answered by Lori Serna-Pate!


Lori will be giving a timely lecture, "From Theory to Practice: Infection Control & Regulatory Compliance Made Simple". She will also be discussing how best to prepare/protect your practice from the coronavirus.

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 A 10% premium credit will be offered to all Fortress insured’s who attend the Risk Management Seminar prior to their renewal date. This credit will be effective for three years following the insured’s next policy. 

Theory to Practice Objectives: 

- List policies and protocols recommended in CDC Infection Control Survey Checklist 

- Understand the inspection process for infection control compliance 

- List methods to protect patients and staff 

- Prepare a post-exposure protocol 

- Recognize employer and employee compliance responsibilities 

Prioritizing Patient Safety Objectives: 

- Apply clinical risk management strategies to improve patient safety 

- Mitigate associated risk factors 

- Reduce untoward outcomes and malpractice claims 

- Implement strategies to help prevent failure to diagnose allegations 

- Recognize the potential effect 

Day of Event Schedule

7:30 - 8:00 am 

Continental breakfast served 

& Registration 


8:00 - 10:00 am 

From Theory to Practice 

Infection Control & Regulatory 

Compliance made Simple 

Speaker - Lori Serna-Pate 


10:15 -11:30 am 

Interactive Panel Discussion with a Dental CFO, Insurer, and Banker 


11:30 - 1:00 pm 

Hot Buffet Lunch Served 


1:00 - 4:00 pm 

Prioritizing Patient Safety: Reducing Risk 

through Closed Claim Analysis 

Speaker - Richard Small, JD 


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Lori Serna-Pate 

Lori Serna-Pate is a graduate of Loma Linda University School of Dentistry. She has worked in the dental setting for over 25 years and has been a clinician for 21 of those years. Since 2000, she has been an Infection Control Officer. She provides individual office evaluations and group training seminars. Her interactive courses employ a practical approach to enable health professionals to survive the changing array of communicable disease laws and work safely in today's dental office. She currently practices Dental Hygiene once a week in private practice in Ellicot City, MD.

She has presented educational programs for local, state, and national dental societies such as MSDA, MAGD, Patuxent Dental Society and other professional organizations such as MOSA. Lori Serna-Pate RDH. M.Ed. is a member of ADHA, MDHA, HCDHA as well as OSAP the organization that works with CDC to make Infection Control Guidelines and Recommendations. Her lectures are accredited through the Academy of General Dentistry and the Maryland State Board of Dental Examiners. She lives in Columbia MD, with her family that consists of 4 children, 2 dogs and 2 cats and a very patient husband. In her free time, she enjoys watching Football and Futból.

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Richard Small, JD 

Richard Small practices law in Michigan. He spent the first 20 years of his law practice defending dentists in court in Michigan and other states. He became an insurance agent for OMSNIC and Fortress in 2000. He participates on the AAOMS State Advocate’s Committee and several Michigan Dental Association Committees as a consultant and author and speaks on topics relating to risk avoidance and risk management for dentists, dental specialists, study clubs, dental students and residents around the country.


Mr. Small is currently the Executive Director and General Counsel for the Michigan Society of Oral and Maxillofacial Surgeons, and the Great Lakes Society of Oral Surgeons. He also represents the Council of Michigan Dental Specialties and sits on the Michigan Dental Association Access to Care Study Group. Mr. Small has nothing to disclose

Contact Information

Questions? Contact Jack Kohlenstein at 443-303-0393 

OR email


The Maritime Conference Center is located at 

692 Maritime Blvd, Linthicum Heights, MD 21090 in buildings 1 and 2. 

Symposium Registration

Registration is $97.00

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