Key Discussion Topics
- First Lunch And Learn Setup: Klancey has never organized a lunch and learn before and wanted direction on how to approach doctors and referring offices and how to promote the events.
- Doctor Participation And Roles: Jacksonville Dental Specialists has three doctors — Dr. Nawrocki (prosthodontist), Dr. Aguila (periodontist), and Dr. Pereira (periodontist). Dr. Nawrocki and Dr. Pereira are likely the most willing to present; Dr. Aguila may need some convincing, possibly with Christy delivering the ask.
- CE Credit Accreditation Uncertainty: It's unclear whether the doctors have CE accreditation to offer credits for lunch and learns. CE credit is a strong draw for attendees, so Klancey will check with the doctors and Jayme will loop in Matt to explore options on the SGA side.
- Scheduling And Lunch Availability: Lunch and learns are scheduled case by case to work around referring partners' schedules. Dr. Nawrocki already blocks Tuesday and Thursday lunches for office visits, and the group discussed getting Dr. Pereira and Dr. Aguila to block similar time. Multi-office lunch and learns work best hosted at Jacksonville Dental Specialists; single-office visits should happen at the referring office.
Marketing Initiatives Discussed
- Existing Collateral And Flyer Drop-Offs: Klancey will use the collateral SGA already created, dropping flyers off during her regular office runs and following up with anyone who receives one.
- Custom Doctor Presentation Support: SGA's creative team can help build a presentation once a doctor identifies a topic they're passionate about — Dr. Pereira has previously spoken on peri-implantitis and may be a strong fit to present on that again.
- Spear Education "Lunch And Learn In A Box" Platform: SGA West currently uses the Spear Education platform, which bundles a presentation video, discussion questions, and host talking points into a ready-to-run lunch and learn kit. Jayme will check whether this is available SGA-wide.
- Referral Partner Preference Sheet And Giveaway Incentive: The team discussed building a preference sheet to capture food and gift preferences at referring offices, and pairing it (and lunch and learn sign-ups) with a raffle or giveaway to boost response rates, since past surveys without incentives saw very low return.
Wins & Opportunities
Klancey is proactively seeking guidance ahead of running her first lunch and learn, and two of the three doctors — Dr. Nawrocki and Dr. Pereira — are already open to presenting, with a clear path to bring Dr. Aguila in through Christy. Dr. Nawrocki's standing Tuesday/Thursday lunch blocks for referral visits show real momentum SGA can build the broader lunch and learn cadence around, and Klancey's attentiveness to individual referring providers (checking in on food cravings ahead of a visit) reflects the kind of relationship-building that should translate well into strong lunch and learn turnout.
Action Items
| Action | Owner | Due |
|---|
| Confirm with Dr. Nawrocki, Dr. Aguila, and Dr. Pereira whether they hold CE accreditation to offer CE credits for lunch and learns | Klancey Jones | Aug 11, 2026 |
| Ask Christy about doctors blocking one to two lunch periods a month specifically for lunch and learns | Klancey Jones | Aug 11, 2026 |
| Discuss a referral partner preference sheet and giveaway/raffle incentive with Christy | Klancey Jones | Aug 11, 2026 |
| Send Jayme a follow-up email with the plan after meeting with Christy | Klancey Jones | TBD |
| Loop in Matt on CE accreditation options and confirm whether the Spear Education "lunch and learn in a box" platform is available SGA-wide | Jayme Monroe / SGA Marketing | TBD |
