Cutting Edge Webinars

In Natalie Beaton’s experience, the offices that maintain precise job descriptions with scripting and documenting examples are better able to consistently provide an outstanding office experience for every patient and more quickly train any new employees on what their individual role will be in creating that patient experience. Natalie will share her hands-on experience in creating customized office manuals with current job descriptions and detailed individual checklists for each team member’s daily, weekly, monthly, and year-end protocol. Natalie will provide step-by-step directions on creating new or improving your current office manuals so that you can spend less time getting where you want to be and spend more time having days of repeatable excellence.

In this session, Cathy will walk teams through the key Ortho2 reports that actually drive results. She will also show how to build a consistent report routine that becomes part of the daily, weekly, and monthly rhythm of the office.

In a world where marketing messages are everywhere, orthodontic practices have one powerful advantage that most businesses can only dream of—time. The years spent guiding children and families through treatment create space for real relationships, authentic trust, and lasting goodwill. In this session, Jeff Behan and Beth Leach explore how generosity—expressed through community involvement, local partnerships, and a genuine spirit of giving—can become one of your most effective growth strategies. You’ll learn how purposeful generosity builds brand equity, drives referrals, and strengthens the emotional connection between your practice and the community you serve. Because when you are known as the practice that cares, your practice doesn’t just grow—it thrives.

Your team sees every generation—often in the same hour. Do they know how to pivot their tone, presentation, and financial conversations to meet the expectations of Gen Y, Z, and Alpha? This webinar delivers the generational insight and training strategies your team needs to confidently connect, convert, and retain today’s diverse orthodontic patients. If no one’s teaching your team these skills… they’re guessing.

Great video rarely happens by accident—but it also doesn’t always require a professional production crew. In this webinar, we’ll take a practical look at how to capture genuine, high-impact content right in your own office. We’ll talk about how to turn the video you capture on your phone into an “on-camera style” that feels real, relatable, and trust-building. I’ll share the same simple, pro-level approaches to lighting, filming, and interviewing that I teach our clients—techniques that help you create story-driven videos without ever putting the doctor in a position to brag about themselves. Keep your smartphone close by; I’ll be showing sample videos and some important settings to know on your phone.

Ready for a consult makeover? The New Patient Glow-Up is your guide to transforming the entire new patient journey into something smoother, smarter, and way more effective. We’ll break down what today’s patients actually want, how to customize the experience so it feels personal, and the small tweaks that lead to big conversion jumps. If you want more yeses, this one is for you.

All offices are required to provide annual OSHA training for every team member. The foundation of a confident and effective compliance program is preparation. This webinar will help you and your team understand the current training requirements and what they mean for your practice. The Occupational Safety and Health Act (OSHA) was created to ensure safe and healthy working conditions through established standards, training, education, and support. Maintaining a safe work environment isn’t just smart business; it’s the law.

Attendees of this class will be able to:

1. Understand the current OSHA guidelines
2. Determine a plan for developing your OSHA manual
3. Train your team in compliance

Today’s orthodontic patients are entire families navigating packed schedules, online lives, and countless competing priorities. To connect with them, your practice needs to adapt marketing strategies to meet parents and teens where they are: on their phones, in their communities, and in their daily routines.

In this webinar, Beth Leach will show you how to modernize your outreach to resonate with today’s families. You’ll discover:

• How to understand the mindset of busy parents and tech-savvy teens
• Where families are really spending their attention (both on and offline)
• Practical ways to position your practice as convenient, approachable, and family-friendly
• Digital tools, community partnerships, and messaging strategies that actually drive engagement and referrals

By the end of the session, you’ll have actionable strategies to make your practice stand out in a crowded market—earning the trust of parents, sparking interest from teens, and creating loyal patients for years to come.