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Vision Forward: A Strategic Workshop Designed for Independent Optometrists

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Dallas, TX | August 23rd 2025
Denver, CO | October 18th 2025

A High-Impact Strategy Day for Independent ODs

Vision Forward is a one-day, high-impact workshop designed exclusively for independent optometrists. This immersive experience brings together experts in financial planning, marketing and branding, and emerging lens technology to help you advance both your business and patient care.

It’s one full day outside your practice—to work on your practice!

CHOOSE A LOCATION

Sat, August 23rd 2025

Le Meridien Dallas

Join us at the Le Meridien Dallas by the Galleria. 

Register For Dallas

Sat, October 18th 2025

Hilton+Garden+Inn+Union+Station+Denver-1

Join us at the Denver Hilton Garden Inn Union Station. 

Register for Denver
One Day. Double the Impact.
$150 REFUNDABLE Deposit *Limited Spots*

OD/Owner Business Planning Workshop

As a business owner, one day can make all the difference. Vision Forward gives you the space to shift from day-to-day demands to long-term vision. In just one day, you will go through the following expert guided sessions: Financial Forecasting, Marketing with a Purpose, Smarter Progressive Choices, and Peer-Driven Planning.

See Session Details

$600 Per Seat *Limited Spots*

Bonus Optical Skills Training For Staff

Back by Popular Demand: Hands‑On Optical Training
Quantum Optical’s Pinnacle Program will be at Vision Forward with their hands‑on workshop designed to build optical skills and confidence. Bring a new optician—or cross‑train a team member—and give them the tools to reduce remakes, boost second‑pair sales, and elevate patient satisfaction.

See Program Details

WHY ATTEND?

In just one day, you’ll gain the clarity, tools, and support to build a smarter, more strategic practice.

ONE DAY OF FOCUS FOR YEARS OF IMPACT

Step away from the daily chaos and pour your energy into what also matters, the long-term health and growth of your practice.

TRUSTED EXPERTS BRINGING TAILORED INSIGHTS

Work alongside respected experts in finance, marketing, and optical lab strategy who know independent optometry inside and out.

NETWORKING THAT FUELS PROGRESS

You don’t have to figure it all out alone. Connect with fellow independent ODs who have faced similar challenges, made hard choices, and stayed the course.

FORMAL TRAINING & CAREER DEVELOPMENT

The bonus optical training with Quantum, gives you the opportunity to invest in your staff with a trusted guide.

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Dr. Beth Seidman

Truly interactive and collaborative experience. I really appreciated how engaged my peers were throughout the day — sharing ideas, tackling challenges, and offering insights you just don’t get from a lecture. The biggest takeaway for me was learning how to set clear, actionable goals both as a leader and with my team.

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Dr. Louis-Charles

The collaborative planning we started at Vision Forward has been a game‑changer for my practice. By working with a marketing expert, I can stay focused on patient care while still making high‑level decisions about how we grow.

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Financial Expert

Nathan Hayes

When you have a clear picture of your business, you’re not just reacting to the present — you’re shaping its future. That’s where real growth happens, and it’s why I’m so passionate about this work. I’m looking forward to helping more ODs and practice owners gain that clarity, so they can build a practice that truly reflects their vision and their goals.

Meet the Facilitators

Nathan Hayes
Director, Financial Services

Nathan Hayes

As the founder of Books & Benchmarks, a bookkeeping service rooted in data and benchmarking, he’s dedicated to helping independent practice owners build a stronger future. By providing clarity and actionable insights, he empowers ODs to make confident, strategic decisions that drive long‑term growth.

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Director, Optometry Marketing Services

Jeremy Bono

With more than two decades of experience guiding small and mid-sized businesses, Jeremy now serves as Director of Optometry Marketing Services (OMS). He specializes in helping independent practice owners transform their marketing, refine their patient engagement, and build a roadmap you can trust.

Brandi W
Managed Vision Care Specialist

Brandi Watson

As Senior Account Manager at Three Rivers Optical, Brandi brings over 30 years of experience supporting independent practices to our Denver Progressive Session. At a lab rooted in family heritage, she’s passionate about building strong relationships, sharing market insights, and providing premium lens technology to help practices grow and deliver an exceptional patient experience.
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Sales Manager, Three Rivers Optical

Dave Denenzio

With nearly 30 years in the optical industry, Dave brings deep expertise and a passion for innovation to his role as Sales Manager at Three Rivers Optical and will facilitate the Dallas Progressive Session. An ABO-accredited speaker and Customer Onboarding Specialist, he’s known for engaging presentations and a commitment to exceptional client support.  Learn how to make cutting-edge lens technology more accessible and personalized.

ALL-IN-ONE-DAY AGENDA

As a business owner, one day can make all the difference. Vision Forward gives you the space to shift from day-to-day demands to long-term vision. In just one day, you will go through the following expert guided sessions:

Session 1: Financial Forecasting

Financial expert Nathan Hayes will guide you through building a realistic, goal-driven forecast for your practice. You’ll learn how to align your budget with your growth priorities, better understand how to identify resource gaps, and make confident financial decisions for your future.

Session 2: Marketing With A Purpose

All about turning intention into impact. Marketing expert Jeremy Bono will help you cut through the noise and build a plan that aligns with your practice goals—not just trends on TikTok. You’ll define what success looks like for your marketing, set goals, and explore the right channels and tactics to get you there.

Session 3: Smarter Progressive Choices

Your optical choices are business decisions—and they impact both patient outcomes and profitability. In this session, explore the options available in progressive lenses and emerging lens technologies, with guidance from lab experts who understand the balance between clinical care and business performance.

Session Wrap: Peer Driven Planning

In this collaborative planning session, you’ll work alongside peers and experts to pull everything into one cohesive business plan tailored to your practice. Reflect on what you’ve learned, identify key takeaways, and map out your next steps.

$600 Per Seat *Limited Spots*

Bonus Optical Skills Training For Staff

By popular demand, hands-on Optical Training is back! As part of the Vision Forward experience, Quantum Optical—an industry leader in optical education—is offering their Pinnacle Program, a hands-on training designed to elevate your team’s skillset and confidence on the optical floor. Empower your staff by investing in their development. See Program Details

Your Practice. Your Decisions. Your future.

Vision Forward

Dallas, TX | August 25th 2025
Denver, CO | October 18th 2025