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 April 8, 2026


12:30 AM - 1:30 AM

Alisha Holbert

Presented by:

Alisha Holbert

The Observation Era: How to Stay Relevant Until They’re Ready to Start

Observation patients don’t need more reminders — they need relevance, confidence, and connection. In this webinar, we’ll break down how to keep observation patients engaged without sounding salesy, pushy, or robotic. You’ll learn how buying behaviors differ between Gen Z, Millennials, and Gen X parents, and how to tailor your follow-up, messaging, and timing so patients feel informed, supported, and ready — not pressured.

We’ll cover how to create intentional touchpoints, use value-based language, and build trust during the observation phase so patients don’t quietly fall through the cracks. You’ll walk away with actionable strategies to modernize your observation process, increase conversions, and turn “not yet” into “yes” — all while strengthening your patient experience and brand.

Register Here

Wednesday April 22, 2026


12:30 AM - 1:30 AM

Mary Kay Miller

Presented by:

Mary Kay Miller

The 2026 AI Marketing Mandate: Adopt AI or Lose Patients to Competitors Who Do

The gap is widening fast. Orthodontic practices implementing AI in their digital marketing are generating more new patients, converting website visitors at higher rates, and engaging patients instantly 24/7, all while dramatically lowering their cost-per-lead. Meanwhile, practices sticking to traditional methods are watching new patient exams decline, ad costs skyrocket, and response times fall short of what is expected of their digital marketing efforts.

In this essential webinar, you'll discover:

  1. Why 2026 is the tipping point – Learn why AI is shifting from competitive advantage to marketing necessity, and what happens to practices that wait.
  2. The AI automation essentials – See exactly which AI tools automate patient nurturing, content personalization, while maintaining the human touch your patients value.
  3. Your implementation road map – Walk away with a clear, actionable plan to deploy high-ROI AI solutions before your local market becomes saturated with competitors who moved first.
Register Here

Wednesday May 6, 2026


12:30 AM - 1:30 AM

K. Ryan Alexander

Presented by:

K. Ryan Alexander

Doctor Time Scheduling and Patient Motivation

Nothing affects the entire practice, its stress level, and marketability more than the scheduling system. A fundamental, and many times overlooked, component of your scheduling system is the patient’s role within this foundational system. This lecture will review in detail the main principles of developing an effective schedule that runs on time, and special emphasis is given to the necessary steps toward gaining patient participation and motivation to ensure your practice’s success as customer service becomes the focal point of your marketing.

Register Here

Wednesday May 20, 2026


12:30 AM - 1:30 AM

Dr. Roger Levin

Presented by:

Dr. Roger Levin

Leading Your Way to a World-Class Practice: 13 Traits of World-Class Orthodontic Office Managers

Most orthodontists love their team and enjoy working with them, but that is different from developing their professional skills. An orthodontic team (even one with great attitudes, personalities, and patient care) does not necessarily have all the skills to go to the highest level. Who is making your practice more efficient today? What changes have taken place in the last 90 days to improve practice performance? Your office manager should be handling these and every other non-clinical aspect of running the practice. Is that the case?

Is your office manager trained as a chief operating officer to run all non-clinical aspects of the practice? Most orthodontic practice managers do not have any management education, background, or experience prior to the current job. These are hard-working people who want to do well, but in many cases, do not know exactly what to do or even what their job description really is. One of the fastest ways to increase practice income and practice performance is to ensure that your office manager is acting as a chief operating officer, and in this webinar, Dr. Levin will put you on the path to a world-class practice.

Learning Objectives:

  1. Learn the 13 traits that are essential to orthodontic office manager success.
  2. Understand the four levels of leadership and how to achieve the highest.
  3. Learn five practical techniques for dramatically improving communication amongst the orthodontic team.
Register Here

Wednesday June 3, 2026


12:30 AM - 1:30 AM

Megan Wyrick

Presented by:

Megan Wyrick

When to Go Fee-for-Service and How to Know if You're Ready

As PPO reimbursements shrink and overhead continues to rise, many orthodontic practices are questioning whether the traditional insurance-driven model is still sustainable. This webinar provides a clear, data-driven framework to help orthodontists evaluate when, and if, transitioning to a fee-for-service (FFS) model makes sense for their practice. Attendees will learn how to assess financial readiness, identify operational strengths and weaknesses, avoid common mistakes, and implement strategic steps that increase control, profitability, and long-term sustainability—without making emotional or rushed decisions.

Register Here

Wednesday June 17, 2026


12:30 AM - 1:30 AM

Diana Weaver

Presented by:

Diana Weaver

Breaking Barriers: Guiding Parents Through Surgical Conversations

This lecture is designed to help orthodontists and treatment coordinators navigate one of the most sensitive aspects of patient care, discussing surgical treatment with parents. This lecture provides practical strategies for building trust, addressing concerns with clarity and empathy, and ensuring a seamless collaboration with oral surgeons. Learn how to simplify complex information, ease parental anxieties, and turn difficult discussions into confident decisions. Empower your practice with communication techniques that create stronger patient relationships and better treatment outcomes!

Learning Objectives:

  1. Recognize and Address Parental Concerns – Identify common fears, emotional barriers, and logistical challenges parents face when considering surgical treatment for their child and develop strategies to build trust and reassurance.
  2. Apply Effective Communication Strategies – Utilize clear, jargon-free language, active listening, and visual aids to facilitate productive discussions that help parents feel informed and confident in the treatment plan.
  3. Navigate Difficult Conversations With Confidence – Develop techniques for addressing parental resistance, discussing financial considerations, and providing post-operative guidance while maintaining empathy and professionalism.
Register Here

Wednesday July 1, 2026


12:30 AM - 1:30 AM

Jill Allen

Presented by:

Jill Allen

More Than Just a Paycheck: Building Careers, Not Just Jobs, in Your Orthodontic Practice

Gone are the days of annual raises as the sole motivator for orthodontic team members. It’s time to rethink how we compensate, incentivize, and inspire our teams to create lasting careers rather than transient jobs. In this session, Jill will dive into updated pay scale strategies tailored for the modern orthodontic office, discuss the balance of hard motivators and soft motivators, and explore effective methods to craft bonus structures that drive engagement and performance. Everyone will walk away with actionable insights to elevate team satisfaction, improve retention, and foster a culture where orthodontics becomes more than just a job but instead a long-term career path.

Register Here

Wednesday July 15, 2026


12:30 AM - 1:30 AM

Jeff Behan

Presented by:

Jeff Behan

Sales Begin When the Customer Says No: How the INTERACT Sales Training System Helps Patients Move from Hesitation to Action

True sales organizations understand that not all consultations end with a start—and they plan accordingly. That understanding shapes how time is allocated during the consult itself. When a prospective patient hesitates, is there space built into the consult to uncover the real reasons behind their indecision, or does the conversation simply end with a polite thank you and crossed fingers?

In this webinar, Jeff Behan introduces a framework he developed to help treatment coordinators and doctors navigate uncertainty to get more starts. Built around real-world consult dynamics - not scripts or pressure tactics - Jeff’s approach focuses on thoughtful listening, purposeful questions, and well-timed follow-ups that help patients move forward when they’re ready.

Designed for orthodontists, treatment coordinators, and practice leaders, this session offers a practical, repeatable approach to improving starts by improving conversations—especially when the answer isn’t immediately yes.

Register Here

Recorded Webinars

January

Andrea Cook
Andrea Cook - Start the New Year With OSHA Safety in Mind

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

View Recording Here

Beth Leach
Beth Leach - Is Your Practice AI-Search Ready? How to Show Up When Patients Ask ChatGPT, Gemini, Co-Pilot, or Siri for Recommendations

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.

View Recording Here

February

Jeff Slater
Jeff Slater - The 30-Day AI Visibility Plan for Orthodontic Marketing

AI search is already deciding what new orthodontic patients see, trust, and choose, often *before* they ever visit your website.

In this practical, no-fluff webinar, you’ll get a clear 30-day implementation plan to make your practice more visible in Google and other AI-powered search tools like ChatGPT.

Built specifically for orthodontic practices, this session walks you through a week-by-week framework that turns AI search from a black box into a strategy you can execute immediately.

View Recording Here

Cathy Jugovic
Cathy Jugovic - The Hidden Leaks in Orthodontic Practices

Join Cathy Jugovic for an eye-opening webinar that uncovers the “silent losses” quietly impacting orthodontic practices every day. Many offices don’t realize how missed adjustments, unworked accounts receivable, forgotten pending contracts, unapplied credits, and inconsistent follow-up can slowly but significantly drain revenue.

In this session, Cathy will walk attendees through how these hidden leaks occur and, more importantly, how to identify and eliminate them. Using proven protocols and tools within Edge Cloud, you’ll learn practical strategies to uncover missed opportunities, tighten financial processes, and recapture revenue that’s already within reach.

View Recording Here

March

Jeff Behan
Jeff Behan - Meaningful Marketing: How the Experience You Deliver Fuels Practice Growth

Most orthodontic marketing conversations focus on how to get the lead. Far fewer address the more important question: How do you succeed once you get the lead?

Many practices are investing heavily in marketing, yet seeing inconsistent results—not because of lead volume, but because of what happens after interest is generated. From the first phone call to the consultation, follow-up, and ongoing care, every interaction either builds trust or quietly erodes it.

This webinar reframes marketing through a more fundamental lens: the experience you deliver fuels practice growth. You’ll learn why there’s no such thing as a bad lead when you know how to succeed with shoppers, and why patient experience has become the most powerful driver of starts, referrals, and reputation. When done well, this approach amplifies the impact of every other marketing effort.

Designed for orthodontists and practice leaders who want better results from the marketing they’re already doing, this session focuses on improving outcomes by strengthening what happens once the lead walks through the door.

View Recording Here

Michelle Shimmin
Michelle Shimmin - Digitize to Optimize: Restructuring Your Schedule for Digital Success

Transitioning to a fully digital orthodontic workflow can be a true growth accelerator, but only when your schedule is designed to support it. In this dynamic webinar led by Michelle Shimmin with Shimmin Consulting, participants will learn how to strategically redesign scheduling templates to maximize the efficiency and profitability of digital treatment systems.

This session will explore how to align visit types, appointment intervals, and clinical flow with the realities of customized, technology-driven orthodontics. Attendees will gain practical insight into building schedules that reduce bottlenecks, optimize chair time, and support consistent clinical outcomes.

In addition, we will review the critical performance indicators and benchmarks every modern practice should be tracking to ensure operations remain lean, productive, and scalable. Whether you are implementing digital workflows for the first time or refining an existing system, this program delivers actionable tools to elevate both scheduling performance and practice results.

Learning Objectives

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

  • Redesign Scheduling Templates
    Align appointment structures with digital workflows to minimize inefficiencies and reduce unnecessary chair time.
  • Differentiate Appointment Types
    Strategically organize visits such as scans, placements, progress checks, and refinements to improve clinical flow.
  • Establish Digital-Era Benchmarks
    Evaluate key standards, including doctor time per visit, clinical assistant productivity, and daily digital case volume.
  • Monitor Key Performance Metrics
    Track production per chair hour, treatment progress consistency, and digital utilization rates to assess schedule health.
  • Implement a Proactive Scheduling Strategy
    Balance new patient growth with ongoing digital case management to support long-term scalability and profitability.

View Recording Here