What Copper Penny Consulting does

Copper Penny Consulting, LLC is a US-based dental compliance consulting firm founded by Amy Wood after she personally experienced a data breach, motivating a mission to help dental practices protect patient health information. The company serves dental practices, dental consultants, and dental event organizers with a focus on HIPAA, OSHA, cybersecurity, opioid prescribing, workplace violence prevention, and infection control compliance. Its core products include on-demand compliance training courses priced at $29–$59 one-time, a $19/month Dental Consultant HIPAA Program subscription, structured Premium and LITE multi-year compliance programs sold via consultative sales, data breach consulting services, Notice of Privacy Practices update services, and keynote speaking engagements.

The company's technology backbone is the Kajabi platform, which powers self-serve course delivery, membership management, certificate issuance, and checkout for its individual course offerings. Premium and LITE compliance programs are delivered through direct sales with customized deliverables including Risk Analysis, branded manuals, vendor vetting, and live workforce training — making the service offering people-intensive rather than software-intensive. Copper Penny holds AGD PACE Provider status, enabling it to issue continuing education credits, which functions as a regulatory credential supporting course adoption.

The business model blends multiple revenue streams: low-ticket transactional course sales, a low-priced recurring subscription, higher-value bespoke professional services engagements (Premium/LITE programs, data breach consulting), and event-based speaking fees. Go-to-market is hybrid — product-led for self-serve courses, sales-led for Premium/LITE programs, event-driven for speaking, and community-led through free checklists and a members-only community for dental consultants. The company operates with a small team of approximately five people and has received the 2024 Denobi Award for contributions to dentistry.

Name

Copper Penny Consulting

Legal name

Copper Penny Consulting, LLC

Website

https://copperpennyconsulting.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Copper Penny Consulting is a US-based dental compliance firm providing HIPAA, OSHA, opioid, and cybersecurity training and consulting services to dental practices, dental consultants, and industry event organizers.

Ownership category

akta.pro rank

Headquarters

HQ city

Santa Rosa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Online Course Sales: One-time purchases for individual online courses including HIPAA Workforce Training ($49), OSHA Training ($49), CA Safe Opioid Prescribing ($59), and Workplace Violence Prevention ($29). Access limited to 30 days upon purchase for some courses.
2. Subscription Programs: Monthly subscription at $19/month for Dental Consultant HIPAA Program, providing video trainings, HIPAA manual, Business Associate Agreement template, incident response plans, and members-only community access.
3. Premium Compliance Programs: Custom proactive compliance programs (Premium and LITE tiers) offering hands-on implementation support, Risk Analysis, live workforce training, branded manuals, and vendor vetting services. Pricing not publicly disclosed.
4. Speaking Engagements: Keynote speaking fees for events on HIPAA, cybersecurity, OSHA, and infection control topics. Amy and Deanna speak for various audiences from one-on-one to full auditoriums.
5. Notice of Privacy Practices Update Service: Customized Notice of Privacy Practices document delivered within 2 business days of purchase. One-time service offering.

Pricing tiers

Go-to-market motion4 records

Distribution channels3 records

Marketing channels5 records

Core offering

Copper Penny Consulting provides compliance, safety, privacy, and security services specifically for dental professionals. Its offerings include on-demand online courses for HIPAA, OSHA, opioid prescribing, and workplace violence prevention, subscription-based HIPAA programs for dental consultants, custom Premium and LITE compliance programs with risk analysis and live training, Notice of Privacy Practices update services, keynote speaking engagements, and data breach consulting.

Product overview

Copper Penny Consulting provides compliance, safety, privacy, and security services specifically for dental professionals. The company operates as a consulting and training services provider rather than a software platform. Their offerings include on-demand courses (HIPAA Workforce Training at $49, OSHA Training for Dental Practices at $49, CA 2-Hour Safe Opioid Prescribing Course at $59, and Workplace Violence Prevention Course at $29), subscription programs (Dental Consultant HIPAA Program at $19/month), Premium and HIPAA & OSHA LITE compliance programs, Notice of Privacy Practices update services, and speaking engagements. The company is led by Amy Wood (HIPAA educator, risk assessor, and data breach consultant) and Deanna Otts-Whitfield (clinical dental expert with 15+ years experience). They also provide free resources including HIPAA and Cybersecurity checklists.

Differentiator

Problem solved

Functional benefit

Brands

• Copper Penny Catalog: Company blog covering compliance topics for dental professionals.

Products and services

• HIPAA Workforce Training One-hour online course covering general HIPAA guidelines, policies, and procedures for satisfying the federal HIPAA Workforce Training requirement. Sold to dental professionals for $49 USD one-time with 1 CE credit from Copper Penny Consulting (AGD PACE Provider).
• OSHA Training for Dental Practices One-hour online course covering general OSHA guidelines, policies, and procedures for dental practices. Sold to dental professionals for $49 USD one-time.
• CA 2-Hour Safe Opioid Prescribing Course Two-hour course satisfying the California requirement for Safe Opioid Prescribing for dental professionals who subscribe medications. Provides 2 CE credits. Priced at $59 USD with 30 days of access.
• Workplace Violence Prevention Course 30-minute training video with short quiz covering workplace violence prevention requirements, the four types of workplace violence, and threat identification. Priced at $29 USD with certificate emailed within 1 week of completion.
• Workplace Violence Prevention Paperwork Customized OSHA binder forms including a Workplace Violence Prevention Plan, Fact Sheets, Physical Hazards Risk Assessment, and Workplace Violence Incident Log. Priced at $49 USD one-time.
• Premium Programs Customized proactive compliance program including Risk Analysis, live workforce training, branded manuals, vendor vetting, and hands-on implementation support tailored to each dental practice's needs. Pricing requires contact for free quote.
• HIPAA & OSHA LITE Programs High-level training program with live training, branded manuals, and basic assessments for dental practices seeking compliance without full hands-on support. Pricing requires contact for free quote.
• Dental Consultant HIPAA Program Monthly subscription at $19/month providing video trainings, HIPAA overview, Business Associate Agreement Template, HIPAA manual with incident response plans, and members-only community access, designed to give dental consultants ready-made HIPAA content for their clients.
• Notice of Privacy Practices Update Service that delivers a customized, updated Notice of Privacy Practices within 2 business days of purchase for dental practices. One-time service offering.
• Speaking Engagements Keynote speaking services featuring Amy Wood and Deanna Otts-Whitfield for dental industry events and audiences ranging from one-on-one sessions to full auditoriums, covering topics such as HIPAA Sucks!, Data Drama, OSHA for Dental Practices, and Clean & Compliant.
• Data Breach Consulting Expert consulting for dental practices that have experienced data breaches, including guidance on reporting, correcting, and managing breach response. Led by Amy Wood with a track record of hundreds of prior breach engagements and zero fines or patient lawsuits for clients.

Quantifiable outcome

• Zero fines and zero patient lawsuits across hundreds of data breach consultations

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• SafetyCulture (iAuditor): Mobile-first inspection and compliance platform with growing healthcare and OSHA training content. Adjacent competitor that could encroach on the OSHA training and inspection workflows Copper Penny serves in dental practices.

Broad incumbents

• HealthStream: Large healthcare workforce training and credentialing platform serving hospitals and large provider systems. An established incumbent in the broader compliance training market that competes for healthcare CE and compliance budgets, though its focus is enterprise healthcare rather than dental SMBs.
• MedTrainer: Healthcare-focused compliance and training SaaS platform covering HIPAA, OSHA, and CE content. A broader incumbent with overlapping course offerings, but its horizontal platform positioning spans hospitals, dental, and ambulatory care rather than specializing in dental.
• Stericycle (Healthcare Compliance Services): Large healthcare services firm offering HIPAA and OSHA compliance training, consulting, and document services. An incumbent with overlapping compliance offerings for dental and medical practices, competing primarily on the Premium Programs tier.
• Vector Solutions: SaaS-based training and compliance platform serving healthcare and other regulated industries. Competes with Copper Penny in the online compliance training space, particularly through its continuing education and workforce compliance modules.
• Simplify Compliance: Healthcare and HR compliance publisher offering training, manuals, and consulting services. Overlaps with Copper Penny's customized branded manuals and HIPAA/OSHA training products, though it serves a broader healthcare and HR customer base.
• J.J. Keller & Associates: Established compliance and regulatory training provider with deep OSHA, HR, and safety content. An incumbent with overlapping HIPAA/OSHA course offerings, though its catalog is broader and not dental-specialized.

Direct peers

• Healthcare Compliance Pros: Specializes in HIPAA and OSHA compliance training and consulting for dental and medical practices. Directly comparable to Copper Penny's Premium Programs and online course offerings, targeting the same SMB healthcare customer base.
• Absolute Dental Compliance: Dental-specific compliance consulting firm offering HIPAA, OSHA, and infection control training to dental practices. Closely mirrors Copper Penny's vertical focus, course catalog, and compliance program structure.
• HIPAA Training: Self-serve online HIPAA and OSHA training provider with low-priced courses similar to Copper Penny's on-demand catalog. Competes for the same individual dental professionals buying compliance training on price and convenience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/copperpennyconsulting
• LinkedInlinkedin.com/company/copper-penny-consulting-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Copper Penny Consulting