AI, Automation & the Smart Practice: A Private Roundtable
Tuesday, August 18 | 8:00–9:30pm ET | 5:00–6:30pm PT | Virtual via Zoom Free to attend | Space is limited
Everyone's talking about AI. Almost no one is asking the right questions.
The pressure to adopt AI and automation in your practice has never been louder. New tools launch every week. Colleagues are trying things. And somewhere between the conference keynotes and the cold emails in your inbox, you're supposed to figure out what actually belongs in your practice.
Here's what no one's telling you: the tool is rarely the problem. The problem is that most practices don't know where they're losing ground before they go looking for a solution.
That's exactly what this roundtable is designed to fix.
What to expect
AI, Automation & the Smart Practice is a 90-minute private roundtable for independent healthcare practice owners who are ready to cut through the noise and think clearly about technology — before they commit to anything.
The evening opens with a focused framework on why identifying your real pain points has to come before any tool selection. Then you'll complete The Smart Practice Diagnostic — a structured self-assessment that gives you a clear picture of where your practice stands and what to prioritize. From there, we move into a facilitated roundtable with a curated panel of guest experts.
This is not a webinar. It is not a sales event. It is a working session — and every part of it is designed to help you make better decisions.
The evening at a glance
A brief, practical overview of where AI and automation genuinely fit in an independent practice — and where they don't
The Smart Practice Diagnostic — complete it live and leave with real self-knowledge about your practice
A structured roundtable conversation with vetted guest experts focused on the questions you should be asking, not the features they want to sell you
A follow-up resource document with guest contact information and next steps
About your guest experts
This roundtable features a carefully selected panel of solution providers and advisors whose approaches Tracy has vetted personally — many through conversations on the Thriving Practice Podcast. Expect thoughtful, practitioner-focused perspectives from people who understand independent practice and aren't here to oversell anything.
Full guest lineup to be announced.
Who this is for
This roundtable is designed for:
Independent practice owners evaluating AI or automation tools
Practice leaders who want a framework for making technology decisions — not just a list of options
Anyone who has ever bought a tool that didn't deliver, or avoided technology because the noise was too overwhelming
If you're waiting for someone to cut through the hype and give you a straight answer, this is the room.
About Tracy Cherpeski
Tracy Cherpeski is a business consultant and executive coach who works exclusively with independent healthcare practice owners. She is the founder of Tracy Cherpeski International and the Thriving Practice Community, and the host of the Thriving Practice Podcast — ranked in the Top 5% globally and downloaded in 60+ countries.
Tracy has spent years helping practice owners slow down long enough to see what's actually happening in their practices — and then build the systems, strategies, and mindset to move forward with clarity.
Reserve your spot
Space is intentionally limited to keep the conversation intimate and high-quality.
This event is free to attend.
Tuesday, August 18, 2026 | 8:00–9:30pm ET | 5:00–6:30pm PT | Virtual via Zoom
Questions? Reach out to Tracy's team at support@tracycherpeski.com