Cutting Edge Webinars

Cutting Edge Webinars

Ortho2 presents the Cutting Edge Webinar Series! This webinar series is being hosted exclusively for residents, recent grads, and Ortho2 users and is absolutely free. If you have a desire to learn more from an elite group of experienced orthodontic professionals, you'll want to take advantage of this free series. We hope you'll join us!

Wednesday September 10, 2025


12:30 AM - 1:30 AM

Beth Leach

Presented by:

Beth Leach

Marketing for the Modern Family: Reaching Busy Parents and Teens Where They Are

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.

Register Here

Tuesday September 16, 2025


4:30 PM - 5:30 PM

Mary Kay Miller

Presented by:

Mary Kay Miller

2026 Starts Today: Your Digital Marketing Playbook for Beating the Competition. Let's Get Started NOW!

2026 may seem far away, but in the fast-moving world of digital marketing, next year’s wins are decided now. In this high-impact session, we’ll cut through the noise and show you exactly how to position your brand for next year’s biggest trends—before your competitors even see them coming. From AI-powered personalization to emerging social platforms and data-driven storytelling, you’ll walk away with actionable strategies you can start today to dominate 2026. The future isn’t waiting—why should you?

Register Here

Wednesday September 24, 2025


12:30 AM - 1:30 AM

Eric Romingquet

Presented by:

Eric Romingquet

How To Turn What Most Doctors Write Off Into Recurring Revenue

Non-responsive exams. Silent patients. Missed starts. Forgotten follow-ups. They’re not gone — they’re just waiting for the right approach. Every private practice has them: patients who came in for their exam and consult, left without a decision, and never responded again.

Most teams follow up once, maybe twice. When there’s no reply, they move on — not because they want to, but because they don’t have a real playbook for what to do next. But this is the exact fork in the road that determines whether those patients become permanent losses or future revenue.

In this webinar, we’ll walk you through a proven, real-world process to take control of your non-responsive pending exams — and show you how to turn them into a consistent, reliable stream of recurring revenue.

Register Here

Tuesday September 30, 2025


4:30 PM - 5:30 PM

Michelle Shimmin

Presented by:

Michelle Shimmin

Profit Recovery Mode: How to Reverse Rising Overhead and Finish 2025 Strong

Orthodontic practices across the country are feeling the squeeze of rising overhead, soft Q1/Q2 starts, and team inefficiencies—but it’s not too late to turn things around. In this high-impact webinar, orthodontic business strategist Michelle Shimmin will show you exactly how to leverage your Ortho2 reports to recover lost profit, improve team ROI, and make smart financial decisions that set your practice up for a strong Q4 and a growth-focused 2026.

You’ll learn how to identify hidden leaks in your financial systems, where to right-size (not downsize) your team, and how to shift marketing dollars toward more productive patient acquisition. Whether your goal is to stabilize collections, reduce delinquencies, or boost net income, this session delivers clear, actionable strategies you can implement immediately—without guesswork.

Learning Objectives:

By the end of this webinar, attendees will be able to:

  1. Identify critical overhead benchmarks and use Ortho2 data to compare current performance against industry best practices.
  2. Evaluate team productivity and staffing ROI, including how to assess whether current roles are contributing to or draining profitability.
  3. Analyze delinquency and collections trends using Ortho2 receivables tools and implement practical workflows to reduce outstanding balances.
  4. Assess the ROI of current marketing strategies by tracking lead sources and cost per start inside Ortho2—and shift spending accordingly to boost efficiency.
  5. Create a custom Profit Recovery Plan with concrete goals to stabilize finances and finish the year with confidence.
Register Here

Wednesday October 8, 2025


12:30 AM - 1:30 AM

Jessi Megna

Presented by:

Jessi Megna

What's Your Why: Discovering Your Practice's Brand Story

Storytelling has been at the core of human communication for thousands of years—shaping beliefs, inspiring action, and influencing culture. Today, branding is just another evolution of that ancient craft. But in an age where attention is the most valuable currency, brands face a critical challenge: How do you tell a story that captures attention without becoming white noise?

This lecture dives into what makes a brand memorable, engaging, and impossible to ignore. We’ll explore:

  • The Sublime in Branding – How unexpected contrasts create an emotional punch
  • The Attention Economy – Why some brands make an impact while others fade into the noise
  • The Power of the Unexpected – How pattern disruption might be the key to successful marketing

Through real-world examples and marketing psychology, you’ll walk away with fresh insights on how to craft a brand story that grabs attention—and keeps it.

Register Here

Tuesday October 14, 2025


4:30 PM - 5:30 PM

Dr. Roger Levin

Presented by:

Dr. Roger Levin

How Remote Monitoring Can Double or Triple Your Starts

Remote monitoring may be the biggest technological breakthrough in orthodontics since the introduction of aligners. Like many new innovations, understanding the correct way to integrate remote monitoring into the orthodontic practice will result in maximizing production and reducing stress. Orthodontic practices that properly use remote monitoring will be able to double or triple the number of starts per year. In this webinar, Dr. Roger Levin will explain why more practices will adopt remote monitoring and how to design the practice systems and train the team for maximum effectiveness. Practices that adopt remote monitoring in their practice will have an enormous advantage over others in the future.

Objectives:

  1. Understand the impact that remote monitoring will have on orthodontic practices and how orthodontic practices can dramatically increase the number of starts using this technology.
  2. Learn why remote monitoring requires a new set of systems and a new approach to daily operations.
  3. Identify the changes to orthodontic staff structure and procedures that are needed to make remote monitoring effective.
Register Here

Recorded Webinars

June

Eric Romingquet
Eric Romingquet - Maximizing Your Revenue – Discover How Much You’re Leaving on the Table (and How to Get It Back!)

If you want to finally measure how much revenue you’re leaving on the table — and how much you can recover — this webinar is for you!

Every orthodontist unintentionally leaves money on the table. Until now, you’ve had no choice but to ignore this lost revenue or write it off as the cost of doing business.

Join Eric for this masterclass where he’ll show you exactly how much you’re missing and how you can recover six figures or more in most cases.

View Recording Here

Diana Weaver
Diana Weaver - Front Desk Power Plays: Influence Like a Pro

The front desk is more than just a checkpoint—it's the powerhouse of first impressions, patient confidence, and office flow. In this high-impact webinar, orthodontic administrative professionals will learn how to step into their role as communication leaders within the practice. We'll cover essential strategies for converting phone inquiries into new patients, navigating difficult conversations with calm authority, and delivering standout service moments that drive loyalty and referrals. Packed with real-life scripts, practical tools, and confidence-building tips, this session empowers front desk team members to influence like pros and elevate the patient experience from the very first “hello.”

Learning Objectives:

  1. Confidently guide new patient calls using a simple, effective framework that increases scheduled consults.
  2. Apply communication strategies to manage challenging conversations around payments, scheduling, and expectations with professionalism and poise.
  3. Implement small but powerful service touches at the front desk that build long-term trust, loyalty, and patient enthusiasm.
  4. Recognize their role as communication leaders who influence practice growth and culture through everyday interactions.

View Recording Here

Beth Leach
Beth Leach - The Referral Revolution: Using Technology to Boost Patient and Doctor Referrals

Is your practice leaving money on the table with missed referral opportunities? In this practice-changing webinar, discover how leading orthodontists are using digital technology to double their referral rates. We'll reveal the exact systems that top-performing practices use to transform casual dentist connections into consistent referral sources, convert more parent inquiries into consultations, and leverage patients into powerful referral providers. Stop wondering why potential patients choose your competitors and start implementing the digital referral strategies that will make your practice the obvious choice in your market.

What You'll Learn

  • The evolving landscape of orthodontic referrals and why traditional methods are limiting your growth.
  • How integrated digital platforms can capture more referrals from general dentists and patients.
  • Practical strategies to implement automated referral tracking systems that enhance follow-through on treatment recommendations.
  • Methods for creating seamless new patient experiences that encourage referrals.
  • Techniques for building stronger digital connections with referring general dentists and pediatric dentists.

View Recording Here

July

Andrea Cook
Andrea Cook - Clinical Training = Clinical Excellence

With today's high turnover rate in many offices across the country, effective clinical training is critical to a new employee’s success. Too many new employees are thrown into the clinical assistant role without proper training. Lack of training can set the new employee up to fail. Developing new employees and retaining quality team members requires an excellent trainer and an effective training system. The trainer's role is to provide all the tools and coaching for a new employee to become an outstanding clinical assistant. Andrea's webinar describes training programs, learning styles, and setting up systems for the development of the next star employee for your all-star orthodontic team!

View Recording Here

Jeff Slater
Jeff Slater - Is Your SEO Good Enough? Learn How to Evaluate Your Online Presence

Have you heard about AEO? Answer Engine Optimization is the new frontier. In this must-attend webinar, Jeff Slater will show you how to quickly evaluate your SEO (and AEO) for peak online visibility before it’s too late. You’ll learn simple ways to check if your website is working for you or against you, and whether it’s time for a serious upgrade. Don’t let an outdated digital presence hold you back! Join us and stay ahead of the curve.

What You’ll Learn:

  • How to check if your website is up to date with Answer Engine Optimization (AEO)
  • Simple tools to evaluate the effectiveness of your current SEO
  • Warning signs your website design is hurting your visibility
  • When to invest in upgrades like ads, SEO, or a full redesign

View Recording Here

Dr. Roger P. Levin
Dr. Roger Levin - Advanced Methods to Take Your Ortho Team to The Next Level

In today’s competitive and fast-paced orthodontic landscape, building a high-performance team requires more than just good leadership – it demands advanced techniques and the ability to continuously adapt. In this informative new webinar, Dr. Roger P. Levin will explore innovative strategies specifically designed to elevate the orthodontic team and foster stronger collaboration. Attendees will learn proven approaches for boosting accountability and motivation, all geared toward unlocking team potential.

Expect engaging content, real-world examples, and takeaways you can start using right away.

Learning Objectives

  1. Learn the five key factors to advance the team.
  2. Understand the importance of achieving a well-managed speed in all aspects of orthodontic practice operations.
  3. Learn the new paradigm for managing your team in an era of rapidly changing technology.

View Recording Here

August

Rachel Wilder
Rachel Wilder - Hiring Smarter, Not Harder: The Systemized Approach to Finding Great People

Still posting another hiring ad this month? You’re not alone, but you might be doing more work than necessary. In today’s market, it’s not just about finding talent. It’s about building a process that actually works. In this practical session, Rachel shares how to streamline your hiring strategy. From identifying when to outsource to using interview questions that reveal more than just rehearsed answers. Whether you’re scaling up or replacing a team member, this session will give you tools to hire confidently, reduce turnover, and stop the resume madness.

Learning Objectives:

  • Discover how to optimize your hiring process by creating a repeatable set of hiring rules and filters.
  • Learn targeted interview techniques to uncover motivation, communication style, and alignment with practice culture.
  • Recognize when and what to outsource so you can focus on high impact hiring decisions.

View Recording Here

Natalie Beaton
Natalie Beaton - Effectively Locating and Following Up on Those Patients Who Have Fallen Through the Cracks

No matter how carefully you try to watch out for it, it is possible for patients to fall through the cracks and get overlooked. This webinar will discuss the easiest reports and subgroups to use to find these patients and the quickest way to bring them back into the office. In addition, Natalie Beaton will discuss the many tools that both Edge Cloud and ViewPoint have that keep the patients from falling through the cracks. She will also share step-by-step protocols that have helped her offices avoid having long lists that need follow up. Many of these patients represent future production and are valuable patients to focus your follow up efforts on.

View Recording Here

Diana Weaver
Diana Weaver - From Chaos to Control: Post-Summer Strategies for Ortho Teams

Summer in the orthodontic world is a whirlwind of packed schedules, patient vacations, and operational overload. As the heat fades and the fall routine returns, it's the perfect time to shift from chaos to control. This session is designed to help orthodontic teams regroup, recalibrate, and re-energize after the summer rush. We'll cover practical strategies to recover lost ground, optimize systems, strengthen team dynamics, and prepare for a productive fourth quarter. Whether your summer was smooth or stormy, this lecture will help your team hit reset—and come back stronger than ever.

View Recording Here

September

Dr. Roger P. Levin
Dr. Roger Levin - How Will the Economy Affect Your Practice?

Orthodontics can be highly affected by the current economic conditions. Today’s U.S. economy has a high level of uncertainty. No one knows exactly what direction it will take. If the economy were to dip, orthodontic practices will notice an almost immediate decrease in the number of referrals and starts just as occurred in the Great Recession of 2007–2008. This is a result of the public’s view that orthodontics is a commodity that can be put off or never purchased.

This webinar will focus on key strategies to keep an orthodontic practice successful and growing in the face of economic uncertainty. Using several contemporary case studies, Dr. Roger Levin will provide practical strategies for overcoming the mix of economic challenges facing orthodontists (and their patients) – higher expenses, inflation, supply chain challenges, and possible tariffs. Practices that prepare in advance will be the ones that are able to take advantage of opportunities and increase referrals and starts even in the face of economic change.

Objectives:

  1. Understand how broad economic trends can directly (and quickly) affect orthodontic practices and how to identify early indicators requiring action.
  2. Learn and implement strategies that will immediately increase orthodontic practice production and starts during periods of economic uncertainty.
  3. Identify early warning signs of practice slowdown, such as fewer referrals or reduced case acceptance, and understand the role of the orthodontist and team in implementing improved systems designed specifically to minimize potential negative impacts on production.

View Recording Here