2015 Annual Session

May 15 - 19, 2015
San Francisco CAMoscone Center

About

24
Credits

Date:  

Contact Information

Sarah Dvorak

Registration

The event has ended

Awards & Competitions

Charley Schultz Resident Scholar Award


Hellman, Sicher, Graber Awards

The deadline to apply for the 2015 Hellman, Sicher, Graber Awards was October 1, 2014.  

COSA meets early January 2015 to decide the winners.  All applicants will be notified by email of the winners by January 15, 2015.

Oral Research, Table Clinics and E-Posters

2015 Invitation to Participate

Online Application (Application deadline was October 15, 2014.)

 

Oral Research

2015 Oral Research Titles, Abstracts and Presentation Times

Oral Research Information for 2015

 

Table Clinics

2015 Table Clinic Titles and Authors Listing

Table Clinic Information for 2015 Annual Session

 

E-Posters

View 2015 Annual Session E-Posters (E-Posters were available through July 31, 2015)

The information contained in the E-Posters has not been reviewed by the AAO. Claims and representations made in an E-Poster are those of the authors alone.

2015 E-Poster Titles and Authors Listing

E-Poster Information for 2015 Annual Session

E-Poster Case Report Sample (PPT)

E-Poster Research Sample (PPT)

Special Events

Sat | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

1.5 CE Credits

Helen Fisher BA, MA, PhD

Sessions:

Speakers:

Helen Fisher BA, MA, PhD

Description:

Why can’t a man be more like a woman? Why can’t a woman be more like a man? Anthropologist Helen Fisher explores the biology and evolution of web-thinking, step-thinking, ritual apologies, intuition, mental flexibility, creativity, imagination, dominance matching, win-win strategies, gender power plays, strategic and long term planning, and verbal, spatial and “people” skills to explain how the sexes are soft-wired to view power and think and act in different ways. She then offers practical ways in which men and women can understand and influence one another to increase appreciation and productivity in the home and office. She maintains that women and men are like two feet; they need each other to get ahead.


Learning Objectives:

- Recognize why men and women view the world differently
- Evaluate ways to understand and communicate effectively with the opposite sex at work and home

Sun | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

0 CE Credits

Laura Berman LCSW, PhD

Sessions:

Speakers:

Laura Berman LCSW, PhD

Description:

A Mind, Body and Spirit Approach to Jump Starting Your Relationship: Learn how to create more excitement, more intimacy and more connection into your relationship as well into your daily life.


Mon | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

0 CE Credits

Jeanne Robertson BA

Sessions:

Speakers:

Jeanne Robertson BA

Description:

In this presentation, Jeanne will help you learn how to develop a sense of humor, which according to her is a choice in how you go about living. She explains the dynamics of humor, challenging audiences to laugh at themselves, look for the humor in everyday situations, create their own humor and influence others to do the same, relieve stress through humor and take humor breaks. As she relates her original, funny tales, Jeanne helps people develop a refreshing new approach to humor and the magic it works in our daily lives.


Staff Program

Fri | 1:00 PM - 2:00 PM

120

0 CE Credits

Sessions:

Description:

This session will demonstrate the version that is written using HTML5 which will operate on virtually any device – IOS, Android, PC, or Mac – all in their native mode. Use any device you want – anywhere you want. (This session is repeated at 4:00pm.)


Fri | 1:00 PM - 2:00 PM

121

0 CE Credits

Sessions:

Description:

This session will show you how to use OrthoExec’s built-in tools to keep your referral base current, plot patient locations, tract and record referral interaction, and give patient referrals a thank you. Special features will be highlighted that include eMail Blasts (for contests and informal marketing), an Oral Hygiene system that interacts with each professional referral, and the Patient Gallery (to create before and after pictures).


Fri | 1:00 PM - 2:30 PM

122

0 CE Credits

Sessions:

Description:

Do you want to learn how to exercise the powerful features of OrthoTrac in your practice? This interactive session will give you hands-on practice using OrthoTrac software. Work with reports including the new Zuelke module, marketing reports, patient tracking and financial reports. Lean how to customize letters and treatment cards. Discover some of the shortcuts available, how to configure preferences in OrthoTrac and Imaging, as well as the increased efficiency of using our additional e-services modules including eforms and online statements. (this session is repeated at 2:30)


Fri | 1:00 PM - 2:00 PM

123

0 CE Credits

Sessions:

Description:

Attendees of this presentation will get a complete overview of the features of Focus Ortho.  This presentation will cover everything from entering patient details, to finances, including scheduling, treatment planning and more.   This will be a great opportunity for anyone interested in learning more about Focus Ortho's cloud solution.


Fri | 1:00 PM - 2:00 PM

124

0 CE Credits

Sessions:

Description:

Let Oasys help your office stay compliant. Every day credit card numbers and sensitive patient information are compromised – don’t be a risk factor for your patients. Learn the basics to get your office started or continue on your journey.


Fri | 1:00 PM - 2:00 PM

125

0 CE Credits

Sessions:

Description:

This session will give an overview of Dolphin Management and its expanding line of mobile services, including the new My Orthodontist mobile app for patients. It will also cover what’s new in Dolphin Mobile, Dolphin Cloud, AnywhereDolphin, and even the Dolphin Service Club.


Fri | 2:00 PM - 3:00 PM

120

0 CE Credits

Sessions:

Description:

This session will outline the new features that have been added to Cloud9Ortho and how those features will benefit your practice. This will include a demonstration of Cloud9Ortho’s new Patient Spotlight feature, which automates the new-patient process.


Fri | 2:00 PM - 3:00 PM

121

0 CE Credits

Sessions:

Description:

Do you ever want to know how many Active patients you have? Or maybe Recall patients? Do you worry that patients are slipping through your fingers and you are not starting as many patients as you could? By using OrthoExec’s tools to track patient statuses, recalls, no-shows and will calls, you will keep a firm grasp on your practice. This session will also show how smooth office communication, both interoffice and to your patients, will effectively grow your business.


Fri | 2:00 PM - 3:00 PM

123

0 CE Credits

Sessions:

Description:

Carolyn Friedman will show easy, practical steps to implementing Focus Ortho in your office environment; highlighting how easy the program is to adapt to work with your current procedures.  Carolyn has worked for over 30 years in an orthodontic practice in every area including Office Manager and Treatment Coordinator.  She has been training orthodontic staff members for over 20 years and understands how difficult it can be to implement new software and procedures.  Learn how to get the most from Focus Ortho in your practice.


Fri | 2:00 PM - 3:00 PM

124

0 CE Credits

Sessions:

Description:

Keep communications open with your patients using Oasys’ electronic messaging. Use automated appointment reminders and recalls, send notifications to reschedule an entire day and for special events .... the possibilities are endless.


Fri | 2:00 PM - 3:00 PM

125

0 CE Credits

Sessions:

Description:

The Dolphin Imaging development team will lead you through the latest enhancements and additions to its Imaging product line, including the new 3D Digital Study Model and 3D Implanner software modules. The session will also include a tour of Aquarium 3.


Fri | 2:30 PM - 4:00 PM

122

0 CE Credits

Sessions:

Description:

Do you want to learn how to exercise the powerful features of OrthoTrac in your practice? This interactive session will give you hands-on practice using OrthoTrac software. Work with reports including the new Zuelke module, marketing reports, patient tracking and financial reports. Lean how to customize letters and treatment cards. Discover some of the shortcuts available, how to configure preferences in OrthoTrac and Imaging, as well as the increased efficiency of using our additional e-services modules including eforms and online statements. (repeat of earlier session)


Fri | 3:00 PM - 4:00 PM

120

0 CE Credits

Sessions:

Description:

All vendors are claiming to be "cloud." Why does Cloud9ortho's approach differ totally from others? Why is it easier to use? Why are hundreds of offices converting from their legacy and "cloud" systems to Cloud9ortho? Why does it run so fast?


Fri | 3:00 PM - 4:00 PM

121

0 CE Credits

Sessions:

Description:

Is your office at WAR? The front office vs. the treatment area! This session will show you how OrthoExec can help keep the peace. Smoothly transition the patient from first arriving to exiting by use of the Scheduler, Treatment Card, Visual Assessment and many shortcuts. Make sure the patient arrives by use of the Orthominder reminder system.


Fri | 3:00 PM - 4:00 PM

123

0 CE Credits

Sessions:

Description:

Dr. Marco Pinto owns practices in three states and teaches at orthodontic graduate program of the Arizona School of Dentistry and Oral Health.  Running multiple offices in remote locations gives Dr. Pinto unique insight into the challenges that most new graduates face when starting a practice, since many orthodontists are opening multiple locations and satellite  practices to avoid costly overhead.  Dr. Pinto will discuss how he has implemented Focus Ortho in his offices to solve many challenges such as managing remote staff, stabilizing cash flow and managing treatment plans.  This lecture is a must for any new graduate looking to start a practice in the coming years.


Fri | 3:00 PM - 4:00 PM

124

0 CE Credits

Sessions:

Description:

Oasys is teaming up with OneMind Health to provide real time eligibility, electronic claims and reports. This integrated solution will save your staff time on the phone checking insurance coverage. Save paper and postage, and with most insurance coverages get paid sooner with electronic claims.


Fri | 3:00 PM - 5:00 PM

125

0 CE Credits

Sessions:

Description:

BRING YOUR OWN CAMERA to this session for specific tips and instruction that will help you optimize your digital images and minimize patient chair time. It will start with an interactive presentation on photography technique and technology, followed by hands-on sessions with our team of photography experts. Take the mystery out of digital imaging, improve the efficiency of your processes, and MAXIMIZE the consistency and quality of your images.


Fri | 4:00 PM - 5:00 PM

120

0 CE Credits

Sessions:

Description:

This session will demonstrate the version that is written using HTML5 which will operate on virtually any device – IOS, Android, PC, or Mac – all in their native mode. Use any device you want – anywhere you want. This is Repeat of 1:00pm session.


Fri | 4:00 PM - 5:00 PM

121

0 CE Credits

Sessions:

Description:

So far we have shown how to get patients in the door, make sure you don’t loose them, and make their experience in the office go smoothly. Now how do you make sure your practice is strong and your patients are paying their accounts properly? This session will show how OrthoExec’s unique Accounting and Reporting features can guarantee your office is golden.


Fri | 4:00 PM - 5:00 PM

122

0 CE Credits

Sessions:

Description:

Do you want to learn how to easily transition your practice from "old school" stone models to the new world of digital impressions? In this hands-on session, Dr. Bob Waugh will provide detailed instructions and tips for accurate scanning techniques with the CS3500 Intraoral Scanner. Learn the basic steps of opening digital impressions with CS Model software, evaluate them clinically, record their measurements, and finally use the CS Model software to present the case to your patients. A treatment guide outlining the clinical systems necessary to transform scans into digital lab work will also be discussed.


Fri | 4:00 PM - 5:00 PM

123

0 CE Credits

Sessions:

Description:

Jennifer Harding, president and CEO of Solomon Orthodontic Systems, will describe ways in which your office can leverage the tools in Focus Ortho to support your marketing efforts. You will learn how to customize communications with patients and referring doctors, create mailing lists to groups of patients to drive referrals, customize the patient portal as a tool to enhance patient communication, and much more. As the orthodontic environment becomes more competitive, it is incredibly important to keep current of marketing trends and remain relevant. Focus Software and Solomon Orthodontic Systems can help you achieve your "next level".


Fri | 4:00 PM - 5:00 PM

124

0 CE Credits

Sessions:

Description:

Bring your office problems to Oasys. Learn how Oasys workflows can assist you and your staff with training. If you would like to know how to use Oasys to maximize the flow in your office, bring your questions. Is there something you would like to see changed? Oasys would love to hear your ideas. Take advantage of this time to “network” with other Oasys users, share ideas, documents and workflows.


Sat | 8:00 AM - 9:30 AM

103

Topic: For Doctors & Staff

1 CE Credit

Alison Levine

Sessions:

Speakers:

Alison Levine

Description:

Having served as team captain of the first American Women’s Everest Expedition, Alison Levine combines her knowledge of mountaineering with 20 years of business experience in order to deliver a customized, relevant message that focuses on the parallels between staying alive on the world’s most dangerous peaks and succeeding in a fast-paced business world. Her breathtaking visuals will take you on a journey to Mt. Everest, the North and South Poles, and up the slopes of mountains from every continent on the planet; where determination is every bit as important as skill when it comes to survival … and willpower is the most essential piece of equipment.


Learning Objectives:

- Determine avenues toward leadership development and team dynamics
- Overcome odds and tackle fears
- Take responsible risks and adapt to changing environments

Sat | 9:45 AM - 11:15 AM

103

Topic: For Doctors & Staff

1.5 CE Credits

Joan Garbo BA, MEd | Rosemary Bray

Sessions:

Speakers:

Joan Garbo BA, MEd
Rosemary Bray
Speaker Has Financial Interest

Description:

Whether you’re on safari in Africa hunting for the “Big 5” (the animals one wants to, needs to and pays to see) . . . or you’re at home hunting for an ortho practice to treat your family, it is critical in today’s world to also hunt for the “Big 5” in service (also the things one wants to, needs to and pays to see). The only difference might be the location. SERVICE around the world means the same thing to everyone. This session will take you on a “Safari of Service”, the connection between the Science and the Technology of Orthodontics. Jump in the jeep and come ready for the Ro and Joan adventure!


Learning Objectives:

- Capture ideas of what service means to your patient
- Discover the “Big 5” service tips to enhance your practice
- Hunt for ways to further improve your level of patient care

Sat | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

1.5 CE Credits

Helen Fisher BA, MA, PhD

Sessions:

Speakers:

Helen Fisher BA, MA, PhD

Description:

Why can’t a man be more like a woman? Why can’t a woman be more like a man? Anthropologist Helen Fisher explores the biology and evolution of web-thinking, step-thinking, ritual apologies, intuition, mental flexibility, creativity, imagination, dominance matching, win-win strategies, gender power plays, strategic and long term planning, and verbal, spatial and “people” skills to explain how the sexes are soft-wired to view power and think and act in different ways. She then offers practical ways in which men and women can understand and influence one another to increase appreciation and productivity in the home and office. She maintains that women and men are like two feet; they need each other to get ahead.


Learning Objectives:

- Recognize why men and women view the world differently
- Evaluate ways to understand and communicate effectively with the opposite sex at work and home

Sat | 9:45 AM - 11:15 AM

130

1.5 CE Credits

Gerald S. Samson DDS

Sessions:

Speakers:

Gerald S. Samson DDS
Speaker Has Financial Interest

Description:

It's time to say farewell and good riddance to that load of stainless steel, trailer park trash that has been assaulting your delicate lips and tender buccal mucosae. Angry dental papillae squirm with delight as they anticipate gentle yet complete stimulation. For the patient, the orthodontic biomechanical staging area is about to be relieved of its command. For the staff this is one fine day. During this lecture our attention will turn to retainers and retention. Participants will be "stabilized" as well as entertained by an array of fast moving evidence-based clinical treats.


Learning Objectives:

- Identify if one “best” retainer exists and how should it be worn
- Recognize the indications for removable vs. fixed lingual retainers
- Distinguish the best communication methods to use for various patients

Sat | 9:45 AM - 11:15 AM

132

1.5 CE Credits

Elizabeth Franklin BA, MA

Sessions:

Speakers:

Elizabeth Franklin BA, MA

Description:

This session, sponsored by the AAO Council on Insurance and the AAO Insurance Company, will discuss the development of malpractice claims from the viewpoint of the orthodontic staff. Staff has significant involvement with the patients and treatment. From communication with patients to documentation of records, to obtaining critical dental histories, and performing clinical procedures, staff can cause or prevent malpractice claims against the orthodontist. Attend this session, presented by Elizabeth Franklin, claims manager for AAOIC, to learn the latest trends in malpractice claims. By summarizing real malpractice claims and regulatory complaints, she will discuss staff behavior and practice activity that can minimize or preclude the development of a claim. There will be a Q&A session to answer questions about the lecture material or any office problems.


Learning Objectives:

- Identify which staff practice activities frequently result in malpractice claims
- Develop effective administrative and communication techniques to facilitate patient satisfaction and prevent claims
- Recognize early signs of patient or parent dissatisfaction

Sat | 1:15 PM - 2:45 PM

103

Topic: For Doctors & Staff: Practice Management

1.5 CE Credits

Jason Dorsey

Sessions:

Speakers:

Jason Dorsey
Speaker Has Financial Interest

Description:

For the first time in recent history, four different generations are working side-by-side in Orthodontics. This has never happened before and it's creating all kinds of new challenges. In Crossing the Generational Divide, Jason Dorsey will share what we need to know and do to make the most of each generation in our practice.


Learning Objectives:

- Gain a new, actionable perspective on generations as a concept
- Define each of the four generations in the context of their own generation
- Evaluate specific, step-by-step ways to increase communication and motivation

Sat | 1:15 PM - 2:45 PM

130

1.5 CE Credits

Rita Bauer

Sessions:

Speakers:

Rita Bauer

Description:

In a world of quick clickers and impatient scrollers, it’s important to instantly grab the attention of your potential clients. High quality photographs will show off your great practice, your awesome team, and the beautiful smiles you create. Nothing reassures a new patient more than seeing the great results you have achieved. When you take great pictures, your patients will want to be your models for your website, and your fun “paparazzi” pictures will make the rounds on Facebook and Instagram, showing their friends and family that this is the orthodontic practice to choose.


Learning Objectives:

- Relate the principles of clinically correct patient images for treatment planning and before and after series
- Prepare marketing material with patient photographs to create a buzz about your practice
- Capture relevant images to keep your website fresh and current looking

Sat | 1:15 PM - 2:45 PM

132

1.5 CE Credits

Robert D. Elliott DMD, MS, PA

Sessions:

Speakers:

Robert D. Elliott DMD, MS, PA

Description:

Are you and your office team prepared to respond to and handle a sudden medical emergency? A medical emergency is not only limited to a patient but could also happen to a parent, grandparent or other visitor to your office. In addition to the more common disorders and conditions that may arise and how they may be managed, this lecture will provide an update on a variety of emergency medical situations and procedures in a fun and entertaining way.


Learning Objectives:

- Prepare the office and team to handle medical emergencies
- Prevent many medical emergencies from occurring in the office and systematically assess acute medical problems when they arise
- Practice current techniques used to handle the initial management of common medical emergencies

Sat | 1:15 PM - 2:45 PM

303

1.5 CE Credits

Jeff Behan

Sessions:

Speakers:

Jeff Behan

Description:

In a world where perception is reality, getting your message in front of the right people is only half the battle. It’s equally important that your message connects – on impact . This is true both in person and on the web, where your audience has the attention span of a gnat. In this presentation, Jeff will place a special emphasis on how to reach and connect with today’s female consumers.


Learning Objectives:

- Get your marketing message in front of the right people
- Create marketing that consumers will find valuable
- Evaluating the brain-science behind four key consumer types

Sat | 1:15 PM - 2:45 PM

304

1.5 CE Credits

Steven P. McEvoy BS, MSc

Sessions:

Speakers:

Steven P. McEvoy BS, MSc
Visually Enhanced Lecture
Speaker Has Financial Interest

Description:

Do you use a computer at your practice?  This session will discuss some simple things that might make your life easier!   Things that don’t require replacing your whole network but can make a big difference, including: make an old computer feel fast and new again by changing just one part, safely email patient information, encrypt your Smartphone or tablet to keep your private information private, sign or print documents from an iPad, be more productive with a bigger monitor, great passwords, what to do with all your passwords … and more. Steve will limit the Geek Speak and discuss issues in terms all can understand.  Bring your questions to share!


Learning Objectives:

- Enable encryption on your mobile devices
- Create, remember and manage really strong passwords
- Optimize your computer in your personal work environment

Sat | 3:00 PM - 4:30 PM

130

1.5 CE Credits

Linda Talley PhD

Sessions:

Speakers:

Linda Talley PhD

Description:

Do you wish there was an accurate way to know if someone is telling the truth? Would you like to know whether someone likes you before they say a word?  Do you want to know anyone's thoughts and feelings by reading their body language? Do you want to influence people without saying a word? If you answered "yes" to any of these questions, this session is for you. You can have the ability to easily read and interpret the body language cues of anyone, both in your business and personal world, and you will understand why people respond to you in the way they do. You can use the power of body language to become successful in your career, business, relationships and anything else that involves interacting or communicating with people. When you recognize the true meaning of your gestures as well as those of others, you have banished any self-inflicted barriers to your success!


Learning Objectives:

- Recognize how to boost your confidence and self esteem with patients
- Observe what the unconscious mind is picking up that the conscious mind has been missing
- Read your patients’ "ready to buy" and "not ready to buy” signals

Sat | 3:00 PM - 4:15 PM

132

1.5 CE Credits

Sam Horn

Sessions:

Speakers:

Sam Horn

Description:

If you’ve ever been tongue-tied or given a tongue-lashing (and regretted it), Tongue Fu!® offers constructive alternatives that turn hostility into harmony and help you avoid a mental breakdown in the face of aggression. With Tongue Fu!®, you will learn words to use (and words to lose) in tense situations, the power of the phrase “you’re right,” what to do when people push your “hot buttons,” how to handle a verbal bully who enjoys blaming and shaming, how to gracefully exit an argument, what to say when you don’t know what to say, how to use silence to your advantage, how to be pleasantly unpleasant, and how to take charge of your emotions. Tongue Fu!® is a fun session that provides dozens of real-life, constructive alternatives to giving a tongue-lashing or to being tongue-tied.


Learning Objectives:

- Diffuse tense situations with patients, co-workers, and family members using language that leads to cooperation rather than conflict
- Handle verbal bullies who use blaming and shaming
- Determine what to say when you don’t know what to say

Sat | 3:00 PM - 4:30 PM

303

1.5 CE Credits

Jerry Teplitz JD, PhD, CSP

Sessions:

Speakers:

Jerry Teplitz JD, PhD, CSP

Description:

Communication is crucial to support your relationship with your doctor, patients and staff members so you can increase your effectiveness as a staff member. In this session, Dr. Teplitz will address the importance of clear communication between you and your patients, other staff and your doc by showing you an approach you can use to better understand and improve your relationships in the practice. The session will give you a proven way to read another person’s behavior style. This will enable everyone in the practice to communicate more effectively. The result is better interpersonal relationships, happier patients and a more productive practice.


Learning Objectives:

- Evaluate how others interpret your actions
- Develop awareness of how your communication style affects your doctor, staff and patients
- Increase your effectiveness when you are communicating

Sat | 3:00 PM - 4:30 PM

304

1.5 CE Credits

Fred Joyal

Sessions:

Speakers:

Fred Joyal
Speaker Has Financial Interest

Description:

Yelp, Facebook and Google have changed dental marketing radically in the past five years. And the rapid evolution of consumer behavior in the digital era has made practice promotion more challenging than ever. Fred teaches a comprehensive approach to digital marketing, from what your website needs to be, to a strategy for dealing with negative online reviews, to a multi-tiered approach to patient communication, internal marketing and advertising. Fred sheds light on the most important changes happening in dentistry today and shares practical steps dental professionals need to stay competitive in the modern age.


Learning Objectives:

- Create the ideal marketing mindset with your dental team
- Develop a systematic strategy for dealing with online reviews and social media
- Transform the patient experience for maximum case acceptance

Sun | 8:00 AM - 9:30 AM

130

1.5 CE Credits

Sheila Bell | Lori Garland Parker BS, MA

Sessions:

Speakers:

Sheila Bell
Visually Enhanced Lecture
Lori Garland Parker BS, MA
Speaker Has Financial Interest

Description:

We frequently hear about teamwork and the importance of working together to create a successful orthodontic practice. What then is the “Power of One”? It is a focus on core elements for achieving professional and personal success: The Power of Choice, The Power of Perspective, The Power of Habit, The Power of Confidence, The Power of the Question, and The Power of Intention into Action. Within each of us is the ability to achieve our goals and obtain optimum career satisfaction by tapping into our inner strengths. So what can we do to reach optimum levels of success in our personal and professional lives? Whether you are in a clinical or administrative role, join Lori and Sheila as they share practical concepts, provide a fundamental framework for identifying potential obstacles, and teach useful tools for maximizing your talents.


Learning Objectives:

- Tap into the core elements of “The Power of One”
- Apply the Confidence/Competence Loop
- Ask better questions and focus intentions into action

Sun | 8:00 AM - 9:30 AM

132

1.5 CE Credits

Beth Ziesenis

Sessions:

Speakers:

Beth Ziesenis

Description:

What if you could whip up a graphic to brand your practice in a matter of minutes? Or schedule a staff meeting without having to send three dozen emails to find a time everyone could meet? Or create a dazzling multimedia video to showcase your services – right from your phone? And what if you could pull all this off without spending a dime? Join Your Nerdy Best Friend, aka Beth Ziesenis, to discover how to use free and bargain technology tools you never knew existed to be more productive, make your office more efficient and stand out in the crowd of orthodontic practices. This session will give you 30+ tools that will leave people asking, “How DO they do that?”


Learning Objectives:

- Discover technology to bring your office and virtual teams together
- Become a leader in the office with efficient (and cool) productivity tools
- Recognize ways to help your office stand out with share-worthy social media content

Sun | 8:00 AM - 9:30 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Paul Gange Sr. BS, BA

Sessions:

Speakers:

Paul Gange Sr. BS, BA

Description:

Bonding to zirconium  crowns, improving adhesion to gold crowns, aligner attachments, long term passive lingual retention ... or simply reducing everyday bond failures ... these are a few of the challenges every orthodontic practice encounters on a daily basis. Today these challenges are easily handled with state of the art materials, and most importantly with CORRECT TECHNIQUE!  Together we will cover bonding in your office from start to finish.


Learning Objectives:

- Bond successfully to any non-enamel surface in the mouth
- Keep fixed lingual retainers in place long term
- Reduce/eliminate decalcification in your practice

Sun | 8:00 AM - 9:30 AM

304

1.5 CE Credits

LeeAnn Peniche

Sessions:

Speakers:

LeeAnn Peniche
Speaker Has Financial Interest

Description:

What is marketing? For some it’s a simple press release, for others it’s huge colorful displays, for yet others it’s a catchy jingle. Bottom line: Marketing is you. It’s who you are and what you believe. Great marketing is more than bells and whistles … it’s about enhancing the patient’s experience by creating a meaningful extension of your brand’s image, core beliefs and practice personality. Join consultant LeeAnn Peniche for a session that will grab your attention and make your marketing more meaningful. LeeAnn will illustrate how the best marketing efforts differentiate your practice from those around you. Learn how the support of your patients, respect of your professional partners, and love of your community are key factors that stand the test of time and help create your personal brand and marketing strategies. Uncover the skills and tools necessary to utilize this trifecta of meaningful marketing in order to create magic for your patients, partners and community.


Learning Objectives:

- Create a patient experience that is its own marketing machine
- Cultivate professional communication and celebrations that distinguish your practice
- Connect with your community through comprehensive school, sport and club programs

Sun | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

0 CE Credits

Laura Berman LCSW, PhD

Sessions:

Speakers:

Laura Berman LCSW, PhD

Description:

A Mind, Body and Spirit Approach to Jump Starting Your Relationship: Learn how to create more excitement, more intimacy and more connection into your relationship as well into your daily life.


Sun | 9:45 AM - 11:15 AM

130

1.5 CE Credits

Dusty Green

Sessions:

Speakers:

Dusty Green
Speaker Has Financial Interest

Description:

Whether you are looking to advertise on television or boost your internet and social media presence, video is without question the most powerful form of marketing available. But how can you use video to effectively and efficiently market your orthodontic practice? In this presentation, producer, reporter and videographer Dusty Green will share several real-world methods you can use to incorporate video into your marketing efforts, with useful and practical tips, strategies and visual examples.


Learning Objectives:

- Recognize the effectiveness of video marketing
- Establish a video marketing strategy using today’s most popular and effective platforms
- Implement proper video shooting and editing techniques in your office

Sun | 9:45 AM - 11:15 AM

132

1.5 CE Credits

Jeff Hargett BS, BA

Sessions:

Speakers:

Jeff Hargett BS, BA

Description:

Participants will learn the importance of cascading the strategic plan to every employee in the organization and why it’s important to involve employees in the planning of the work that affects them. This session will help ignite and sustain employees’ passion for service excellence by showing the meaning of an employee’s function vs. purpose.


Learning Objectives:

- Recognize a very effective way of cascading an organization’s strategic plan
- Identify the importance of the alignment between emotional intelligence and the strategic plan

Sun | 9:45 AM - 11:15 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Roger Levin DDS

Sessions:

Speakers:

Roger Levin DDS

Description:

Learn how to deliver “WOW” customer service and you’ll discover a major secret to ortho practice growth. Implement proven methodologies that will create a loyal base of patients and parents who will be happy to refer others to your practice. Roger Levin, one of the foremost authorities on ortho practice management and marketing, will show you how to exceed expectations during every interaction with patients and parents.


Learning Objectives:

- Implement customer service strategies that work
- Establish systems that “WOW” every patient and every parent,every time
- Create a powerful patient-centric attitude and culture within the practice

Sun | 9:45 AM - 11:15 AM

304

1.5 CE Credits

John Sileo BA, CSP

Sessions:

Speakers:

John Sileo BA, CSP

Description:

At the heart of a great deal of the data theft inside orthodontist offices is lax cyber security, a broad term that will cease to intimidate you after this session. Technology evolves so quickly that practices can easily fall behind the digital curve and feel overwhelmed by the prospect of protecting the very data that underlies your wealth. In this state, decision makers tend to freeze, make excuses and assume that there is no reasonable, cost-effective way to protect their data. That assumption is both wrong and dangerous. This crash course forges a high-level, non-technical path through the often-confusing web of computer security, mobile devices, social networking, online privacy and cloud computing that underlie the environment of not only your business, but your personal data security. When it comes to cyber security, you don’t have to do everything, just the right things. This presentation will give you fundamental tactics and help prioritize your cyber strategy.


Learning Objectives:

- Detect email scams, malware and social engineering
- Send sensitive data securely by email
- Demonstrate countermeasures to phishing, vishing, and smishing

Sun | 1:00 PM - 4:00 PM

309

0 CE Credits

Douglas Depew DMD, MS

Sessions:

Speakers:

Douglas Depew DMD, MS

Description:

This Specialized Orthodontic Assistant® preparation course will be taught by well-known orthodontic staff training expert and founder of Trapezio the Academy of Orthodontic Assisting, Dr. Douglas Depew. He will explain what certification is and the benefits it can provide to the individual, the orthodontic practice and patients. Primary emphasis will be on the knowledge base subjects that are the foundation of the certification. These subjects will be introduced to aid course participants in their awareness of important areas of knowledge and study needed for recognition as a Specialized Orthodontic Assistant®. The course concludes with information on how certification can be celebrated and leveraged as a part of the orthodontic assistants’ professional career path and includes a Q&A session.


Learning Objectives:

- Recognize the benefits of SOA certification
- List the steps needed to achieve SOA certification
- Develop the knowledge needed for the content covered in the SOA exam

Sun | 1:15 PM - 2:15 PM

130

1 CE Credit

Tina Byrne

Sessions:

Speakers:

Tina Byrne
Speaker Has Financial Interest

Description:

How do we stay “on top of our game” in the ever-changing world of dental insurance? Management of patient benefits is involved and detailed – it is an area of the practice where there is no room for complacency! Insurance will continue to play a role in new patient flow and case acceptance. Your business staff will be challenged with managed care fee schedules, claims submission, coding for cases outside the realm of “standard” treatment, and delinquency as a result of unpaid benefits. This presentation explores a system which facilitates a workable and rewarding approach to insurance for both the practice and patient.


Learning Objectives:

- Translate practice policy into win-win communications with patients
- Eliminate benefit delinquency and time consuming follow-up on the part of the practice
- Develop and organize protocols for insurance plan participation

Sun | 1:15 PM - 2:15 PM

132

1 CE Credit

Sean K. Carlson DMD, MS

Sessions:

Speakers:

Sean K. Carlson DMD, MS
Speaker Has Financial Interest

Description:

This presentation will focus on integrating Cone Beam Computed Tomography (CBCT) into a modern orthodontic practice and will also serve as an introduction to Airway-Centered Orthodontics. The advantages of the three-dimensional approach in diagnosis, treatment planning, airway analysis, and patient communication will be discussed. Not only can you help your patients smile better, but you can help them breathe better and live better as well. Some of the challenges that may make it difficult for clinicians to change from two-dimensional diagnosis to three-dimensional diagnosis and why this change is essential for the future of orthodontics will also be discussed.


Learning Objectives:

- Evaluate how embracing a CBCT-centered orthodontic practice can elevate your practice
- Relate the advantages and the challenges incurred in changing from a 2-D to a 3-D diagnosis

Sun | 1:15 PM - 2:15 PM

303

1 CE Credit

Crystal Washington

Sessions:

Speakers:

Crystal Washington

Description:

Do you need to take the guesswork out of social media marketing? In this session, Crystal outlines the latest and greatest tools to increase efficiency, woo clients, supercharge marketing and build better relationships. You’ll discover the practical applications of social networks like Facebook, Twitter, and LinkedIn. Crystal will empower YOU with tools that will take the guesswork out of marketing via social media by demonstrating the true ROI.


Learning Objectives:

- Evaluate the culture of major social networks and how to post accordingly
- Discover how to use social media as an efficiency tool
- Leverage social media to turn clients into advocates

Sun | 1:15 PM - 2:15 PM

304

1 CE Credit

Neal D. Kravitz DMD, MS

Sessions:

Speakers:

Neal D. Kravitz DMD, MS

Description:

In our world of customer over-empowerment, the success of our practice is as much dependent on our ability to manage challenging situations that occur throughout the day as it is the quality of our finished results. The problem is that everything taught in orthodontic residency with regards to patient care is wrong! This lecture will focus on achieving excellence in your day-to-day operations. Discover how to strengthen your interpersonal relationship with challenging patients. This presentation is intended for both staff and doctors and is certain to improve your skills as a manager. Learn to stomp the flames of conflict before they become a fire that damages your reputation. After all, every little bit “Yelps.”


Learning Objectives:

- Evaluate behavioral tendencies of challenging patients
- Discover techniques on proper staffing and staff-training
- Master conflict resolution

Sun | 2:30 PM - 3:30 PM

130

1 CE Credit

John M. Pobanz DDS, MS

Sessions:

Speakers:

John M. Pobanz DDS, MS

Description:

Complaints are a daily occurrence in every orthodontic practice. Are you and your team prepared to meet complaints with confidence? The intent of this is presentation is to empower the orthodontontic team to systemize and standardize the way they collective receive, address and manage complaints. Five steps of empowered communication for orthodontic team members will be presented. Several real life day-to-day examples will be shared to allow attendees to relate to and easily implement this approach. Become empowered to view complaints as opportunities as a team.


Learning Objectives:

- Explain the five steps of empowered communication for orthodontic teams
- Implement and standardize the way team members collectively receive, manage and address complaints that happen every day in orthodontic practice
- View complaints as opportunities rather than burdens

Sun | 2:30 PM - 3:30 PM

132

1 CE Credit

Aaron D. Molen DDS, MS

Sessions:

Speakers:

Aaron D. Molen DDS, MS
Visually Enhanced Lecture
Speaker Has Financial Interest

Description:

Simply being 'paperless' is no longer sufficient.  In a digital culture, offices are being pushed to integrate new technologies at an exponential rate.  Instead of being feared, these new technologies should be embraced.  Dr. Molen will discuss some of these new technologies and how they can be leveraged to move your practice forward.  In addition, he will share some of the tips and tricks he's picked up along the way so you can learn from his mistakes.  For marketing in the past, direct mailers and the phone book were sufficient.  However, today, in the world of Web 2.0, we have been given the tools to reach out and engage our existing and prospective patients.  Navigating the world of social media can be fun but challenging.  Dr. Molen will cover some of the basics involved with running a social media campaign and correct some misconceptions.


Learning Objectives:

- Integrate new technologies into their practices
- Introduce some non-dental technologies to their offices
- Leverage social media to grow their practice

Sun | 2:30 PM - 3:30 PM

303

1 CE Credit

Carol Eaton RDA

Sessions:

Speakers:

Carol Eaton RDA
Speaker Has Financial Interest

Description:

Your front office team sets the stage for the relationships you have with your patients, parents, and referring offices. They are an essential part of the “branding” of your practice, so you want to make sure they are well-trained, as they add extra “VALUE” to your practice message.


Learning Objectives:

- Promote your practice
- Interact effectively with challenging people
- Develop exemplary customer service and scheduling skills

Sun | 2:30 PM - 3:30 PM

304

1 CE Credit

James Kerr

Sessions:

Speakers:

James Kerr

Description:

Reviews matter. Great ones can double or even triple your sales. Poor ones can ... well ... put you out of business. But not every day is perfect. And despite good intentions, things don’t always go as planned. So how should you manage the inevitable bad reviews when things go wrong? And how can you nurture good ones when things go well?


Learning Objectives:

- Identify which review sites deserve more attention
- Develop standard operating procedures for managing reviews
- Leverage reviews to generate even more sales

Sun | 3:45 PM - 4:45 PM

130

1 CE Credit

Jackie Shoemaker

Sessions:

Speakers:

Jackie Shoemaker
Speaker Has Financial Interest

Description:

This session will discuss the components necessary to maintain a financially healthy practice. Keeping a pulse on your practice requires going beyond the scope of what your CPA covers to gain a deeper comprehension of orthodontic accounting. The goal is to help you acquire an understanding of how a consultant analyzes a practice for cash flow success so that you can uphold the financial strength of your practice.


Learning Objectives:

- Investigate the nuances of your practice management software that may provide inaccurate accounting figures so that you can correct them
- Define the ratios for orthodontic accounting and their potential for distortion
- Monitor components of the accounting audit trail on a monthly or quarterly basis

Sun | 3:45 PM - 4:45 PM

132

1 CE Credit

Juan Martin Palomo DDS, MSD

Sessions:

Speakers:

Juan Martin Palomo DDS, MSD

Description:

More and more the orthodontic office is communicating with patients by using texts and emails. From letters, treatment description, and status of treatment to appointment reminders, in today’s society the protection of personal information is essential. All of our patients have what is referred to as protected health information (PHI), and it is our responsibility not to disseminate such information. In some cases, breaching PHI would result in a Health Insurance Portability and Accountability Act (HIPAA) violation, and the office could be significantly fined. Not every email is safe or HIPAA compliant, and both senders and recipients may play a role in this security. This presentation will discuss in detail what PHI is, who could be fined, how to protect it, and step-by-step instructions on how to use email while protecting the electronic sending of a patient’s records and PHI.


Learning Objectives:

- Define Protected Health Information (PHI)
- Send a HIPAA compliant email message

Sun | 3:45 PM - 4:45 PM

303

1 CE Credit

Jackie Dorst BS, RDH

Sessions:

Speakers:

Jackie Dorst BS, RDH
Speaker Has Financial Interest

Description:

Technology for orthodontic practices is no longer limited to the office computers. Clinical technology equipment such as lasers, intra-oral scanners, and new instrumentation presents disinfection and sterilization challenges. The added challenges of harsh chemicals, busy schedules and super bugs lead to an infection control dilemma for the orthodontic team: "What are we supposed to do?" This lecture provides the latest infection control and sterilization protocols. It will review proper techniques and product selection for effective cleaning, disinfection and sterilization of clinical technology equipment. Attendees will learn how to implement efficient infection control systems to protect equipment and provide safety for patients and the orthodontic team.


Learning Objectives:

- Recognize proper use of barriers and/or disinfectants for contaminated clinical contact surfaces
- Identify sterile indicators for orthodontic instrument packs
- Demonstrate correct placement of a biological monitor in a sterilizer

Sun | 3:45 PM - 4:45 PM

304

1 CE Credit

Alex Bagden

Sessions:

Speakers:

Alex Bagden

Description:

This lecture discusses five simple strategies that can be easily implemented into any practice to increase website visibility, traffic and referrals through search engines. The strategies include link building, correcting common errors and confirming your site is set up correctly.


Learning Objectives:

- Increase the number of back links on your website in order to improve search engine optimization
- Solve three common problems with search engine optimization including broken links, canonical errors and duplicate content

Mon | 8:00 AM - 9:30 AM

132

1.5 CE Credits

Ken Alexander BA, M.Div

Sessions:

Speakers:

Ken Alexander BA, M.Div
Visually Enhanced Lecture
Speaker Has Financial Interest

Description:

"Hey, we have a good practice ... why should we work so hard to make it great?" In this informative lecture, Ken Alexander will use his 30 years of consulting experience to take you deep into the inner workings of the truly great practices and show you what it takes to achieve and maintain super success. The secret to getting to greatness lies in unifying the team around a common purpose and ideals, practical systems and joy in the work place. These things help to create the energy and momentum necessary to get to the next level of service and success.


Learning Objectives:

- Recognize when things are going wrong by evaluating your practice against the inner workings of the truly great orthodontic practices
- Illustrate effective management and customer service systems that can help move the orthodontic practice to the next level of success
- Demonstrate how the highly effective team functions when they tum off the blame game and find their joy at work

Mon | 8:00 AM - 9:30 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Eric J. Ploumis DMD, JD

Sessions:

Speakers:

Eric J. Ploumis DMD, JD

Description:

Dr. Ploumis will explore some of the liability issues that accompany utilizing new technologies in your office and the steps you should take to reduce those risks to a tolerable level. This lecture is designed to make orthodontists and staff aware of the legal issues emerging technology can present in the orthodontic office.


Learning Objectives:

- Evaluate some of the risks that go along with embracing emerging technology
- Evaluate the “standard of care” as it relates to new technology
- Determine what type of informed consent is required when using new technology

Mon | 8:00 AM - 9:30 AM

304

1.5 CE Credits

Char Eash

Sessions:

Speakers:

Char Eash
Speaker Has Financial Interest

Description:

Growth in your orthodontic practice today will be the by-product of how well the team works together. In any successful business, the power of the team lies in understanding the vision of the practice and how each team member contributes to that vision through their daily tasks. Let’s discuss how to take every opportunity as a team to build the patient network and promote the practice from within! Taking back the specialty will require the team to work together making a difference in the lives of your patients.


Learning Objectives:

- Recognize how job design success depends upon each member of the team
- Define the daily tasks that build and promote the specialty
- Analyze the effectiveness of communication processes within the practice

Mon | 8:00 AM - 9:30 AM

304

1.5 CE Credits

Dennis Snow

Sessions:

Speakers:

Dennis Snow

Description:

What can you learn from a mouse? When that mouse has been delighting hundreds of millions of people for decades, there are some lessons that can be applied by any organization as well as any individual. This session pulls back the curtain and reveals the core values Disney World expects each of their 55,000 “cast members” to live every day. You will learn: Why a question like “what time is the three o’clock parade?” is not a stupid question – understanding the customer’s perspective. How to keep routine tasks from appearing robotic or impersonal to customers – ensuring that service is animated, not automated. What every team member can do to deliver on the promise of the organization’s brand. How to exceed customer expectations and keep them coming back. How to differentiate your organization by eliminating typical customer frustrations.


Learning Objectives:

- Relate to the patient's perspective to be able to help them most effectively
- Deliver customer service that lives up to the company's "brand"
- Create ways to make routine tasks seem special to patients

Mon | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

0 CE Credits

Jeanne Robertson BA

Sessions:

Speakers:

Jeanne Robertson BA

Description:

In this presentation, Jeanne will help you learn how to develop a sense of humor, which according to her is a choice in how you go about living. She explains the dynamics of humor, challenging audiences to laugh at themselves, look for the humor in everyday situations, create their own humor and influence others to do the same, relieve stress through humor and take humor breaks. As she relates her original, funny tales, Jeanne helps people develop a refreshing new approach to humor and the magic it works in our daily lives.


Mon | 9:45 AM - 11:15 AM

130

1.5 CE Credits

Gary Zelesky

Sessions:

Speakers:

Gary Zelesky

Description:

Before you think this is just another touchy feely motivational quick fix, you might ask yourself one important question: What costs practices more time and money every year and continues to get worse? Is it product or people? Dental professionals continue to try to motivate their teams based on team position, not team passion. As we will discover, passion changes everything and creates higher levels of productivity and profit as well as a pleasurable working environment.


Learning Objectives:

- Achieve high levels of momentum in the mundane workday
- Create higher levels of passion, productivity, profit
- Determine how to bring their "A" game to the office every day

Mon | 9:45 AM - 11:15 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Paul D. Zuelke

Sessions:

Speakers:

Paul D. Zuelke
Speaker Has Financial Interest

Description:

This presentation will discuss the significant advantages, and also the significant disadvantages, of the use of outside financing, commonly called "third party" financing, of your patients’ case fees. Attendees will be able to understand when they should - and should not - present outside financing to their new patients. Attendees will also learn why the '"urn down" percentage of patients submitted to the third party companies is so high, and they will learn of the significant risk associated with agreeing to "full recourse" arrangements from some new third party financing companies that only pay you if the patient pays them.


Learning Objectives:

- Evaluate the advantages and disadvantages of using third party financing for patient case fees
- Review the risks involved with various third party arrangements

Mon | 9:45 AM - 11:15 AM

304

1.5 CE Credits

Gregory J. Jorgensen DMD, MS

Sessions:

Speakers:

Gregory J. Jorgensen DMD, MS

Description:

There are thousands of social media services on the Internet. Which ones are actually important for today's orthodontic practice? How do you go about getting your practice "online" with regards to social media? How do you keep your campaigns going after you're all set up?


Learning Objectives:

- Identify the most important social media services for orthodontists
- Evaluate how to get your social media campaign going
- Plan how to keep your social media campaign going

Mon | 1:15 PM - 2:15 PM

130

1 CE Credit

Douglas Depew DMD, MS, PC

Sessions:

Speakers:

Douglas Depew DMD, MS, PC

Description:

Insurance is a confusing and often mis-understood area of orthodontic practice.  Without a good working knowledge, your practice's health and your level of job enjoyment can suffer.  In this session learn the pros and cons of accepting insurance assignment, the types of insurance plans, and insurance submission protocol.  Participants will learn how to expedite payment of insurance claims to boost the practice's cash flow.  Most importantly we will review each of the dental insurance codes pertinent to orthodontists.


Learning Objectives:

- Differentiate between various orthodontic insurance codes
- Assist your doctor to analyze the types of insurance plans and the level of involvement they would like for their practice
- Outline the steps in submitting insurance claims and how to do so to expedite processing

Mon | 1:15 PM - 2:15 PM

303

1 CE Credit

John W. Graham DDS, MD

Sessions:

Speakers:

John W. Graham DDS, MD

Description:

Scan EVERYONE who walks in for a consultation? Yes! Why wouldn’t you with today’s extremely low radiation and extremely high return on data? The question is, how do you explain that to patients, parents and everyone else? In this lecture, Dr. Graham empowers every staff member with the ability to quickly and easily put patients' concerns to rest. Backed by real science and real experience, Dr. Graham shares a very worthwhile presentation.


Learning Objectives:

- Evaluate the radiation risks of modern CBCT scanners
- Explain the risks and benefits of CBCT scanning to patients, parents, etc.
- Appreciate the benefits of CBCT scanning for each of your patients

Mon | 1:15 PM - 2:15 PM

304

1 CE Credit

Rosemary Bray

Sessions:

Speakers:

Rosemary Bray
Speaker Has Financial Interest

Description:

It is so easy in the busyness of the work day to assume someone else will take care of this or that. Isn’t that what “teamwork” is all about? In this presentation, we will explore the common misbeliefs about teamwork and learn some ways that we can each be more cooperative, more helpful and more supportive to each other. From ordering supplies, to lowering overhead, to taking out the trash, to seating that late patient . . . how can we help make the office more effective and run more smoothly . . . for the team, for the doctor, and, oh yes . . . for the patient too!


Learning Objectives:

- Help yourself and others "charge their human batteries”
- Recognize the signs of lack of accountability
- Train yourself to be a better team member and "get it done"

Mon | 2:30 PM - 3:30 PM

130

1 CE Credit

David E. Paquette DDS, MSD, MS, FACD

Sessions:

Speakers:

David E. Paquette DDS, MSD, MS, FACD
Speaker Has Financial Interest

Description:

Orthodontic treatment is now more than straightening teeth.  Patients are increasingly aware of the impact of orthodontic treatment on facial appearance.  In addition, patients are increasingly aware how the shape and color of their teeth affect their smile characteristics.  This lecture will address methods beyond simply straightening teeth that are at the orthodontist’s disposal to correct many of the features that affect the patient’s final smile dynamics.


Learning Objectives:

- Identify normal tooth size and shape
- Easily determine the cause of a “gummy” smile
- Recognize when hard and soft tissue contouring will benefit the patient

Mon | 2:30 PM - 3:30 PM

303

1 CE Credit

Joan Garbo BA, MEd

Sessions:

Speakers:

Joan Garbo BA, MEd

Description:

“When I was your age..,.” is a centuries old statement that evinces the generation gap. Things were always tougher but better “back in the day.” The present generation usually mocks the older generation with jokes about “I had to walk five miles in the snow without shoes…” and so on. If this is the extent of the conversations, both generations are missing the opportunities available to them to absorb the truths each has to offer the other. No matter which side of the gap you look onto, there are lessons to learn and teach and ultimately contribute to the happiness and growth of all.


Learning Objectives:

- Turn the generation gap into a bridge for the future
- Demonstrate how to be “bi-lingual” in communicating with other generations
- Enhance your ability to train and manage younger team members while learning to grow your practice

Mon | 2:30 PM - 3:30 PM

304

1 CE Credit

Ronald M. Roncone DDS, CertOrtho

Sessions:

Speakers:

Ronald M. Roncone DDS, CertOrtho
Speaker Has Financial Interest

Description:

While some orthodontic practices enroll a high percentage of new patient examinations, the national average is much smaller than is ideal. Depending on the survey, somewhere between 50-60% of consults start treatment. Those who start typically take longer than they need to finish treatment. There are too many appointments; too many emergencies; too many unnecessary procedures! This presentation will show how to routinely convert 85-90% of consults and finish cases superbly and quickly. 85-90% of cases can be completed in seven appointments. It requires a commitment to Systems. Two of these systems will be presented: Case presentation and diagnosis, and the PDS six-step clinical system.


Learning Objectives:

- Explain the critical steps on a COMPLETE clinical examination.
- Perform sequential educational & closing techniques in case presentations.
- Perform the six basic steps in efficient, effective clinical orthodontics to finish treatment quickly

Mon | 3:45 PM - 4:45 PM

130

1 CE Credit

Ann Marie Gorczyca DMD, MPh, MS

Sessions:

Speakers:

Ann Marie Gorczyca DMD, MPh, MS

Description:

Human Resource Management is an operational challenge.  With proper attention given to hiring, the office builds a strong team.  By creating effective training, feedback, and cross-training systems, the team is improved and strengthened.  Job satisfaction increases by communication and active participation.  Effectiveness is gained by acknowledgement and appreciation and by setting clear individual standards and goals.  Immediate feedback and reviews are keys to success.  Be aware of state and federal employment laws.  Making smart HR decisions will keep HR costs under control.


Learning Objectives:

- Interpret references, make good hires, prevent unemployment claims, and terminate legally
- Create a culture of accountability and foster desirable work behaviors which eliminating undesirable ones
- Review strategies for immediate feedback, cross-training, attendance, and motivation

Mon | 3:45 PM - 4:45 PM

132

1 CE Credit

Mary Kay Miller

Sessions:

Speakers:

Mary Kay Miller
Visually Enhanced Lecture
Speaker Has Financial Interest

Description:

In the "high stakes" game of Internet marketing, creating an integrated reputation marketing program is much more than just reviews.  It is a synchronized digital footprint that populates across multiple platforms to "be seen" and "be found" in local search results to attract new patients. Learn what you need to know in 2015 to ensure that you understand the latest search engine rules for online engagement.


Learning Objectives:

- Review the latest Google updates that affect how you score in reputation management and local search results
- Evaluate your internet marketing real estate and apply proven strategies on what to do and not to do for best return on investment
- Compare your reputation marketing efforts to successful online players

Mon | 3:45 PM - 4:45 PM

303

1 CE Credit

Mary O'Neill BS, MS

Sessions:

Speakers:

Mary O'Neill BS, MS

Description:

Conflict is inevitable. Life will never be free of it. At some point in every relationship, our thoughts, feelings or needs are bound to “clash” with someone else’s. Left unchecked, our differences and disagreements can become one of the biggest barriers to achieving our goals. Conflict resolution is simple, yet it isn’t always easy. With practice, patience, and the right intention, however, we can learn to skillfully move beyond the emotional and psychological barriers that create stress, impede productivity and spoil relationships. Enormous strides can be made when an individual's or team’s energy is freed up to focus on building relationships and creating positive results, rather than taking positions or sides. By applying a simple, systematic method and changing unhelpful patterns of thinking and behaving,  we can move through disagreements more easily, communicate more effectively and restore peace and harmony – the hidden benefits each conflict offers.


Learning Objectives:

- Describe a simple, four-step method for resolving conflict
- Recognize and manage difficult emotions and behaviors through greater self-awareness
- Develop more satisfying interactions and better solutions to conflict

Mon | 3:45 PM - 4:45 PM

304

1 CE Credit

Lori Garland Parker BS, MA

Sessions:

Speakers:

Lori Garland Parker BS, MA
Speaker Has Financial Interest

Description:

The principles of successful orthodontic treatment and the operation of a well-run clinical area are strikingly similar. Comprehensive diagnosis, treatment planning and effective mechanics set the stage for quality results. Applying the same proven principals on a day-to-day basis can provide the same high quality outcomes in clinical management. Understanding the appropriate systems, strategies and actions necessary are keys to an effectively run clinic. Join Lori as she shares tips to create an enlightened, highly efficient and happy clinical team.


Learning Objectives:

- Define key principles for effective management of the orthodontic clinic
- Identify key roles for effective clinical management
- Implement strategies to create an enjoyable and top notch clinic team

Tue | 8:00 AM - 9:00 AM

132

1 CE Credit

Dean C. Bellavia BS, MS, PhD

Sessions:

Speakers:

Dean C. Bellavia BS, MS, PhD

Description:

This lecture will demonstrate how to use ADDICT, a simple yet effective chronological approach to orthodontic practice management: Analyze, Decide, Design, Implement, Critique, Tweak. ADDICT is applied to the seven areas of practice management: Team Organization, Team Hiring, Team Training, Team Scheduling, Goal-Attaining, Your TC Program, and choosing an associate or partner.


Learning Objectives:

- Identify the seven areas of practice management
- Apply the “ADDICT” approach to management of your practice

Tue | 8:00 AM - 9:00 AM

303

1 CE Credit

Arthur W. Curley BS, JD

Sessions:

Speakers:

Arthur W. Curley BS, JD

Description:

Dentist-patient communications are increasingly digital by way of interactive web pages, email, texting, and social media. Dissemination is instantaneous and can be widespread. Federal and State laws protecting patient privacy are controlling and create serious consequences for the uninformed and unprepared user of digital media and dental technology. This lecture will review the law of dental technology and communications, discuss the traps and pitfalls for a digital office, and offer tips on avoiding liability while also addressing the issues of social media review sites.


Learning Objectives:

- Analyze the legal issues associated with the use of digital patient communications
- Recognize the new requirements for patient confidentiality and reliance on dental technology
- Manage office communications and technology to avoid Federal and State Board claims

Tue | 8:00 AM - 9:00 AM

303

1 CE Credit

Andrea L. Cook

Sessions:

Speakers:

Andrea L. Cook
Speaker Has Financial Interest

Description:

New technologies such as 3D imaging, TAD’s, self ligating brackets, lasers, Invisalign, and robotic wire bending offer innovative treatment options for patients. New technology requires an investment not only in purchasing the equipment but also in team training for successful practice integration while continuing to meet all the standards for infection prevention and sterilization. This lecture will help the clinical team understand the new technology, how to determine which is the best fit for your practice and how to apply it to your individual office.  Tips and tricks to make the transition smooth will be discussed.  New products on the market will be introduced that will help your team develop "clinical excellence".


Learning Objectives:

- Determine which technology best fits their needs
- Develop an implementation protocol
- Maintain compliance with CDC guidelines

Tue | 8:00 AM - 9:00 AM

304

1 CE Credit

David R. Musich DDS, MS | Elizabeth M. Barrett BA

Sessions:

Speakers:

David R. Musich DDS, MS
Speaker Has Financial Interest
Elizabeth M. Barrett BA
Speaker Has Financial Interest

Description:

As practices develop and become busier, orthodontic teams can benefit from a straightforward marketing plan that doubles as a risk management program. These speakers have worked together for 38 years and found it necessary and prudent to develop "The 8 Step Discipline" system for standardized communication. Initially, each step was designed to create specific solutions for treatment planning and communication with patients, parents, general dentists and dental specialists. But it quickly became apparent that "The 8 Step Discipline" is much more than a system of communication; it is also an invaluable tool for medico-legal protection in patient charting and a subtle but effective marketing strategy that leaves a lasting impression. This session will present details of the system, its practical application in specific patient situations, its capacity to prevent practice medico-legal issues, and its impact on practice marketing results.


Learning Objectives:

- Recognize the value of customized systems of operation for your office
- Determine how to improve both marketing and risk management while using the same treatment steps
- Assess the clinical and/or administrative problems that The 8 Step Discipline can resolve in both large and small office settings

Tue | 9:15 AM - 10:15 AM

130

1 CE Credit

Vickie B. Rudd CDA

Sessions:

Speakers:

Vickie B. Rudd CDA
Speaker Has Financial Interest

Description:

Use benchmarking to improve practice performance and job satisfaction. The sweet smile of success is yours when you use industry benchmarks to set goals and use management reports to track your performance. Vickie simplifies the “Numbers” side of the orthodontic practice and shows you the key statistics every practice needs to track, how to use patient status codes to manage patient flow, and how to engage practice staff in the process. Practice coordinators who track the numbers pertaining to their position are essential for the practice that wants to achieve higher production and profits. Learn how benchmarking increases teamwork, job satisfaction and production with less stress and more enjoyment.


Learning Objectives:

- Define industry benchmarks and the benchmarking process
- Identify and analyze key statistics that relate to their job function
- Use management reports to assess performance and track goals

Tue | 9:15 AM - 10:15 AM

132

1 CE Credit

Kira Woods MBA, GRI

Sessions:

Speakers:

Kira Woods MBA, GRI
Visually Enhanced Lecture
Speaker Has Financial Interest

Description:

Inventory control is one of those topics everyone likes to conveniently ignore. As long as an office “has what it needs”, staff tend to forget about it, but that can be costing you more than just money! Many offices don’t know what they are doing wrong or how to start improving. This lecture will explore why and how managing your inventory efficiently and effectively can potentially save you thousands of dollars a year. In order to take control of your inventory, you must understand the fundamental inventory process beyond simply ordering and receiving, and how to implement it in your office culture to best maximize results. Taking control of your inventory starts now by addressing the elephant in the room.


Learning Objectives:

- Realize what inventory control is and why it is important
- Adopt what works for your office culture to manage it instead of trying to adopt overwhelming new products or services
- Determine how to start saving money though inventory control by breaking down the process into baby steps

Tue | 9:15 AM - 10:15 AM

303

1 CE Credit

Leslie D. Canham CDA, RDA, CSP

Sessions:

Speakers:

Leslie D. Canham CDA, RDA, CSP
Speaker Has Financial Interest

Description:

What will you do in the event of an OSHA inspection? Learn what OSHA inspectors look for in a dental office and what types of violations frequently occur. This lecture will take you on a “virtual tour” of your dental office to help you conduct your own mock OSHA inspection. Each participant will receive an OSHA inspection checklist and helpful resources for OSHA compliance.


Learning Objectives:

- Recognize and correct hazards that compromise employee safety
- Determine how OSHA conducts inspections in a dental office
- Explain how to conduct a mock OSHA inspection

Tue | 9:15 AM - 10:15 AM

304

1 CE Credit

Anil Idiculla MS, DMD

Sessions:

Speakers:

Anil Idiculla MS, DMD

Description:

You will be amazed at all of the little things that you can do to take your practice to even greater speeds! In this lecture, Dr. Idiculla will show you the most creative ways to accelerate your practice using AcceleDent.  You will learn how to use AcceleDent, sell it, and own your entire market of accelerated orthodontics. Dr. Idiculla will present a roller-coaster of practice pearls.


Learning Objectives:

- Discuss how to market, sell and schedule accelerated orthodontics
- Evaluate effective branding and marketing strategies for accelerated practice growth that no one else is doing in orthodontics

Tue | 10:30 AM - 11:30 AM

130

1 CE Credit

Arlen J. Hurt CDT

Sessions:

Speakers:

Arlen J. Hurt CDT

Description:

This presentation will include the intra-oral scanners on the market and the future in digital dentistry.  The proper uses of scanners in the office and the benefits of scanning will be discussed, along with the advantages of utilizing intra-oral scanning in the office and laboratory.


Learning Objectives:

- Summarize the use of intra-oral scanning
- Evaluate the benefits of digital technology
- Review a 3-D laboratory

Tue | 10:30 AM - 11:30 AM

132

1 CE Credit

Ryan Alexander BS

Sessions:

Speakers:

Ryan Alexander BS
Visually Enhanced Lecture
Speaker Has Financial Interest

Description:

Studies show that farmers who have good statistical tracking average a 20% greater return on investment than those who do not. In this informative lecture, Ryan Alexander will show you which numbers are most important to track for a well-managed orthodontic practice, and what they mean. Having designed practice statistical monitors, Ryan is highly knowledgeable about how powerful these numbers are in growing each aspect of an orthodontic practice. Tracking specific numbers every month, and making adjustments according to those observations, give the practice the opportunity it needs to maximize and achieve its full potential.


Learning Objectives:

- Identify the vital statistics in your orthodontic practice and analyze those numbers appropriately
- Better manage your practice using high-level statistical tracking methods

Tue | 10:30 AM - 11:30 AM

303

1 CE Credit

Igor G. Lavrin BDS, MMSc

Sessions:

Speakers:

Igor G. Lavrin BDS, MMSc
Speaker Has Financial Interest

Description:

The management of missing teeth presents some challenges to the orthodontist. Upper lateral incisors and second premolars are commonly missing, and decisions need to be made on whether to close spaces or open spaces for prosthetic replacement. Maintenance of spaces in growing individuals then needs to be considered. This presentation will be a highly clinical lecture with a review of the main issues facing an orthodontist in treatment planning of missing teeth.


Learning Objectives:

- Relate the reasons for orthodontic space closure and space opening when missing teeth
- Review the maintenance and treatment options to replace missing teeth, especially with regards to a growing individual

Tue | 10:30 AM - 11:30 AM

304

1 CE Credit

Christina Rose Carter DMD, CertOrtho

Sessions:

Speakers:

Christina Rose Carter DMD, CertOrtho

Description:

This presentation will help you identify hurdles in your office for patients with ADHD and Autism. You will learn how to discuss and explain treatments and procedures with patients. Dr. Carter will demonstrate ways to ease patient anxiety and manage a patient's special needs to achieve orthodontic treatment in a routine office setting.


Learning Objectives:

- Identify ways to ease anxiety of patients with Autism and ADHD
- Incorporate simple tools to facilitate treatment
- Create a welcoming and special-needs-friendly office environment

Doctor's Program

Fri | 7:30 AM - 5:30 PM

SF Marriott Marquis - Salon 14

7 CE Credits

Robert W. Gallagher MS, DDS | Jonathan R. Martin | Roger Levin DDS | Eric J. Ploumis DMD, JD | Scott McDonald

Sessions:

Speakers:

Robert W. Gallagher MS, DDS
Jonathan R. Martin
Roger Levin DDS
Eric J. Ploumis DMD, JD
Scott McDonald

Description:

A successful practice transition at any time throughout your career requires an understanding of the business end of operating an orthodontic practice. Most consultants will tell you that your career transition success is best achieved, when there exists a lot of value and potential in a practice. Anyone serious about having a successful career transition would absolutely want to understand what the best transition consultants already know. No matter where you are in your career transition process, acquiring knowledge on how to be successful will provide a major pay-off without paying the hourly rate for a practice transition consultant which ranges between US$200 - $500. This is a great opportunity to join your colleagues and end your day with a very different way of looking at your “Career Transition” plan. You will draw inspiration from unlikely places as the best of industry leaders (Roger Levin, Jonathan Martin, Scott McDonald and Eric Ploumis) share their approach to Career Transition from vastly different angles. You will have the opportunity to hear Dr. Robert Gallagher discuss the pros and cons of transitions, as he has been involved in 13 to date. He will also join the consultants in a lively interactive panel discussion. End the day with a networking cocktail reception as you mingle with your colleagues and the consultants. Be a part of this dynamic all day event!


Fri | 9:00 AM - 12:00 PM

Marriott Marquis - Salon 10

0 CE Credits

Sessions:

Description:

This program is also available on Friday afternoon, May 15, 1:00 - 4:00pm


Fri | 1:00 PM - 2:00 PM

120

0 CE Credits

Sessions:

Description:

This session will demonstrate the version that is written using HTML5 which will operate on virtually any device – IOS, Android, PC, or Mac – all in their native mode. Use any device you want – anywhere you want. (This session is repeated at 4:00pm.)


Fri | 1:00 PM - 2:00 PM

121

0 CE Credits

Sessions:

Description:

This session will show you how to use OrthoExec’s built-in tools to keep your referral base current, plot patient locations, tract and record referral interaction, and give patient referrals a thank you. Special features will be highlighted that include eMail Blasts (for contests and informal marketing), an Oral Hygiene system that interacts with each professional referral, and the Patient Gallery (to create before and after pictures).


Fri | 1:00 PM - 2:30 PM

122

0 CE Credits

Sessions:

Description:

Do you want to learn how to exercise the powerful features of OrthoTrac in your practice? This interactive session will give you hands-on practice using OrthoTrac software. Work with reports including the new Zuelke module, marketing reports, patient tracking and financial reports. Lean how to customize letters and treatment cards. Discover some of the shortcuts available, how to configure preferences in OrthoTrac and Imaging, as well as the increased efficiency of using our additional e-services modules including eforms and online statements. (this session is repeated at 2:30)


Fri | 1:00 PM - 2:00 PM

123

0 CE Credits

Sessions:

Description:

Attendees of this presentation will get a complete overview of the features of Focus Ortho.  This presentation will cover everything from entering patient details, to finances, including scheduling, treatment planning and more.   This will be a great opportunity for anyone interested in learning more about Focus Ortho's cloud solution.


Fri | 1:00 PM - 2:00 PM

124

0 CE Credits

Sessions:

Description:

Let Oasys help your office stay compliant. Every day credit card numbers and sensitive patient information are compromised – don’t be a risk factor for your patients. Learn the basics to get your office started or continue on your journey.


Fri | 1:00 PM - 2:00 PM

125

0 CE Credits

Sessions:

Description:

This session will give an overview of Dolphin Management and its expanding line of mobile services, including the new My Orthodontist mobile app for patients. It will also cover what’s new in Dolphin Mobile, Dolphin Cloud, AnywhereDolphin, and even the Dolphin Service Club.


Fri | 1:00 PM - 4:30 PM

135

3 CE Credits

Patrick McCarthy | Elizabeth Franklin BA, MA | Terry R. Pracht DDS, MS

Sessions:

Speakers:

Patrick McCarthy
Elizabeth Franklin BA, MA
Terry R. Pracht DDS, MS

Description:

NEW … all AAOIC (RRG) insureds can earn a 10% Professional Liability premium discount by attending this entire program. You are establishing your career as a new orthodontist. The choices you make will determine how exposed you are to drawing regulatory complaints and malpractice claims even at the beginning. Your choice of practice venue, your skill communicating with patients, your record-keeping practices are just a few of the areas that can lead to problems. Doing due diligence regarding potential employment opportunities and exercising defensive practice techniques will help protect you. This risk management program is designed for the new and nearly new doctor to assist you to minimize your malpractice exposure – although all orthodontists will find it applicable. It is sponsored by the AAO Council on Insurance and AAOIC (RRG). The speakers will include an orthodontist who is experienced at evaluating orthodontic malpractice claims; a malpractice defense attorney who is experienced at handling dental/orthodontic malpractice claims; and an insurance claims manager who has experience investigating and handling orthodontic malpractice claims. There will be a Q&A session; bring any patient problems from your office to discuss.


Learning Objectives:

- Describe how different practice venues can increase exposure to malpractice claims
- Create detailed and thorough orthodontic records that will minimize exposure to claims and provide maximum defense if one develops
- Describe how communication can minimize patient dissatisfaction which leads to malpractice claims

Fri | 1:00 PM - 4:00 PM

Marriott Marquis - Salon 10

0 CE Credits

Sessions:

Description:

This program is also available on Friday morning, May 15, 9:00am - 12noon


Fri | 2:00 PM - 3:00 PM

120

0 CE Credits

Sessions:

Description:

This session will outline the new features that have been added to Cloud9Ortho and how those features will benefit your practice. This will include a demonstration of Cloud9Ortho’s new Patient Spotlight feature, which automates the new-patient process.


Fri | 2:00 PM - 3:00 PM

121

0 CE Credits

Sessions:

Description:

Do you ever want to know how many Active patients you have? Or maybe Recall patients? Do you worry that patients are slipping through your fingers and you are not starting as many patients as you could? By using OrthoExec’s tools to track patient statuses, recalls, no-shows and will calls, you will keep a firm grasp on your practice. This session will also show how smooth office communication, both interoffice and to your patients, will effectively grow your business.


Fri | 2:00 PM - 3:00 PM

123

0 CE Credits

Sessions:

Description:

Carolyn Friedman will show easy, practical steps to implementing Focus Ortho in your office environment; highlighting how easy the program is to adapt to work with your current procedures.  Carolyn has worked for over 30 years in an orthodontic practice in every area including Office Manager and Treatment Coordinator.  She has been training orthodontic staff members for over 20 years and understands how difficult it can be to implement new software and procedures.  Learn how to get the most from Focus Ortho in your practice.


Fri | 2:00 PM - 3:00 PM

124

0 CE Credits

Sessions:

Description:

Keep communications open with your patients using Oasys’ electronic messaging. Use automated appointment reminders and recalls, send notifications to reschedule an entire day and for special events .... the possibilities are endless.


Fri | 2:00 PM - 3:00 PM

125

0 CE Credits

Sessions:

Description:

The Dolphin Imaging development team will lead you through the latest enhancements and additions to its Imaging product line, including the new 3D Digital Study Model and 3D Implanner software modules. The session will also include a tour of Aquarium 3.


Fri | 2:30 PM - 4:00 PM

122

0 CE Credits

Sessions:

Description:

Do you want to learn how to exercise the powerful features of OrthoTrac in your practice? This interactive session will give you hands-on practice using OrthoTrac software. Work with reports including the new Zuelke module, marketing reports, patient tracking and financial reports. Lean how to customize letters and treatment cards. Discover some of the shortcuts available, how to configure preferences in OrthoTrac and Imaging, as well as the increased efficiency of using our additional e-services modules including eforms and online statements. (repeat of earlier session)


Fri | 3:00 PM - 4:00 PM

120

0 CE Credits

Sessions:

Description:

All vendors are claiming to be "cloud." Why does Cloud9ortho's approach differ totally from others? Why is it easier to use? Why are hundreds of offices converting from their legacy and "cloud" systems to Cloud9ortho? Why does it run so fast?


Fri | 3:00 PM - 4:00 PM

121

0 CE Credits

Sessions:

Description:

Is your office at WAR? The front office vs. the treatment area! This session will show you how OrthoExec can help keep the peace. Smoothly transition the patient from first arriving to exiting by use of the Scheduler, Treatment Card, Visual Assessment and many shortcuts. Make sure the patient arrives by use of the Orthominder reminder system.


Fri | 3:00 PM - 4:00 PM

123

0 CE Credits

Sessions:

Description:

Dr. Marco Pinto owns practices in three states and teaches at orthodontic graduate program of the Arizona School of Dentistry and Oral Health.  Running multiple offices in remote locations gives Dr. Pinto unique insight into the challenges that most new graduates face when starting a practice, since many orthodontists are opening multiple locations and satellite  practices to avoid costly overhead.  Dr. Pinto will discuss how he has implemented Focus Ortho in his offices to solve many challenges such as managing remote staff, stabilizing cash flow and managing treatment plans.  This lecture is a must for any new graduate looking to start a practice in the coming years.


Fri | 3:00 PM - 4:00 PM

124

0 CE Credits

Sessions:

Description:

Oasys is teaming up with OneMind Health to provide real time eligibility, electronic claims and reports. This integrated solution will save your staff time on the phone checking insurance coverage. Save paper and postage, and with most insurance coverages get paid sooner with electronic claims.


Fri | 3:00 PM - 5:00 PM

125

0 CE Credits

Sessions:

Description:

BRING YOUR OWN CAMERA to this session for specific tips and instruction that will help you optimize your digital images and minimize patient chair time. It will start with an interactive presentation on photography technique and technology, followed by hands-on sessions with our team of photography experts. Take the mystery out of digital imaging, improve the efficiency of your processes, and MAXIMIZE the consistency and quality of your images.


Fri | 4:00 PM - 5:00 PM

120

0 CE Credits

Sessions:

Description:

This session will demonstrate the version that is written using HTML5 which will operate on virtually any device – IOS, Android, PC, or Mac – all in their native mode. Use any device you want – anywhere you want. This is Repeat of 1:00pm session.


Fri | 4:00 PM - 5:00 PM

121

0 CE Credits

Sessions:

Description:

So far we have shown how to get patients in the door, make sure you don’t loose them, and make their experience in the office go smoothly. Now how do you make sure your practice is strong and your patients are paying their accounts properly? This session will show how OrthoExec’s unique Accounting and Reporting features can guarantee your office is golden.


Fri | 4:00 PM - 5:00 PM

122

0 CE Credits

Sessions:

Description:

Do you want to learn how to easily transition your practice from "old school" stone models to the new world of digital impressions? In this hands-on session, Dr. Bob Waugh will provide detailed instructions and tips for accurate scanning techniques with the CS3500 Intraoral Scanner. Learn the basic steps of opening digital impressions with CS Model software, evaluate them clinically, record their measurements, and finally use the CS Model software to present the case to your patients. A treatment guide outlining the clinical systems necessary to transform scans into digital lab work will also be discussed.


Fri | 4:00 PM - 5:00 PM

123

0 CE Credits

Sessions:

Description:

Jennifer Harding, president and CEO of Solomon Orthodontic Systems, will describe ways in which your office can leverage the tools in Focus Ortho to support your marketing efforts. You will learn how to customize communications with patients and referring doctors, create mailing lists to groups of patients to drive referrals, customize the patient portal as a tool to enhance patient communication, and much more. As the orthodontic environment becomes more competitive, it is incredibly important to keep current of marketing trends and remain relevant. Focus Software and Solomon Orthodontic Systems can help you achieve your "next level".


Fri | 4:00 PM - 5:00 PM

124

0 CE Credits

Sessions:

Description:

Bring your office problems to Oasys. Learn how Oasys workflows can assist you and your staff with training. If you would like to know how to use Oasys to maximize the flow in your office, bring your questions. Is there something you would like to see changed? Oasys would love to hear your ideas. Take advantage of this time to “network” with other Oasys users, share ideas, documents and workflows.


Sat | 8:00 AM - 9:30 AM

103

Topic: For Doctors & Staff

1 CE Credit

Alison Levine

Sessions:

Speakers:

Alison Levine

Description:

Having served as team captain of the first American Women’s Everest Expedition, Alison Levine combines her knowledge of mountaineering with 20 years of business experience in order to deliver a customized, relevant message that focuses on the parallels between staying alive on the world’s most dangerous peaks and succeeding in a fast-paced business world. Her breathtaking visuals will take you on a journey to Mt. Everest, the North and South Poles, and up the slopes of mountains from every continent on the planet; where determination is every bit as important as skill when it comes to survival … and willpower is the most essential piece of equipment.


Learning Objectives:

- Determine avenues toward leadership development and team dynamics
- Overcome odds and tackle fears
- Take responsible risks and adapt to changing environments

Sat | 9:45 AM - 11:15 AM

103

Topic: For Doctors & Staff

1.5 CE Credits

Joan Garbo BA, MEd | Rosemary Bray

Sessions:

Speakers:

Joan Garbo BA, MEd
Rosemary Bray
Speaker Has Financial Interest

Description:

Whether you’re on safari in Africa hunting for the “Big 5” (the animals one wants to, needs to and pays to see) . . . or you’re at home hunting for an ortho practice to treat your family, it is critical in today’s world to also hunt for the “Big 5” in service (also the things one wants to, needs to and pays to see). The only difference might be the location. SERVICE around the world means the same thing to everyone. This session will take you on a “Safari of Service”, the connection between the Science and the Technology of Orthodontics. Jump in the jeep and come ready for the Ro and Joan adventure!


Learning Objectives:

- Capture ideas of what service means to your patient
- Discover the “Big 5” service tips to enhance your practice
- Hunt for ways to further improve your level of patient care

Sat | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

1.5 CE Credits

Helen Fisher BA, MA, PhD

Sessions:

Speakers:

Helen Fisher BA, MA, PhD

Description:

Why can’t a man be more like a woman? Why can’t a woman be more like a man? Anthropologist Helen Fisher explores the biology and evolution of web-thinking, step-thinking, ritual apologies, intuition, mental flexibility, creativity, imagination, dominance matching, win-win strategies, gender power plays, strategic and long term planning, and verbal, spatial and “people” skills to explain how the sexes are soft-wired to view power and think and act in different ways. She then offers practical ways in which men and women can understand and influence one another to increase appreciation and productivity in the home and office. She maintains that women and men are like two feet; they need each other to get ahead.


Learning Objectives:

- Recognize why men and women view the world differently
- Evaluate ways to understand and communicate effectively with the opposite sex at work and home

Sat | 1:15 PM - 2:45 PM

103

Topic: For Doctors & Staff: Practice Management

1.5 CE Credits

Jason Dorsey

Sessions:

Speakers:

Jason Dorsey
Speaker Has Financial Interest

Description:

For the first time in recent history, four different generations are working side-by-side in Orthodontics. This has never happened before and it's creating all kinds of new challenges. In Crossing the Generational Divide, Jason Dorsey will share what we need to know and do to make the most of each generation in our practice.


Learning Objectives:

- Gain a new, actionable perspective on generations as a concept
- Define each of the four generations in the context of their own generation
- Evaluate specific, step-by-step ways to increase communication and motivation

Sun | 8:00 AM - 9:30 AM

104

Topic: Technology for the Orthodontic Office

1.5 CE Credits

Crystal Washington

Sessions:

Speakers:

Crystal Washington
Speaker Has Financial Interest

Description:

With the majority of Americans using some form of social media, chances are your clients and prospects are there too. Powerful Google search functions paired with sites like LinkedIn, Facebook and Twitter make identifying prospects and relationship building easier. In this presentation, Crystal outlines the latest and greatest tools to increase efficiency, attract referrals, supercharge marketing and build better client and community relationships.


Learning Objectives:

- Identify the secrets of attracting potential customers via online social networks
- Identify free and low-cost tools for social reputation management and content management
- Discover tools for measuring the effectiveness of your social campaigns

Sun | 8:00 AM - 11:30 AM

135

Topic: Risk Management

3 CE Credits

Mervin W. Graham DDS, MS | Simone McCormick | Elizabeth Franklin BA, MA

Sessions:

Speakers:

Mervin W. Graham DDS, MS
Simone McCormick
Elizabeth Franklin BA, MA

Description:

AAOIC (RRG) insureds will earn a 10% Professional Liability premium discount by attending this entire session. Orthodontists work hard to create beautiful smiles and give their patients healthy teeth. When a patient or parent is dissatisfied and files a malpractice claim or regulatory complaint, it is discouraging and stressful. Attend this session to learn which areas of practice currently cause the most risk and how to make changes that will minimize exposure. This risk management program is sponsored by the AAO Council on Insurance and AAOIC (RRG). The speakers will be an orthodontist with experience reviewing and evaluating orthodontic malpractice claims, a malpractice defense attorney who handles orthodontic malpractice claims, and an insurance claims representative who specializes in handling orthodontic malpractice claims.


Learning Objectives:

- Create good quality and detailed orthodontic records that will enhance patient care and provide maximum defense if a claim is filed
- Relate how transfer patients increase exposure to complaints and claims and how to minimize the risk
- Describe how to recognize and diffuse problem patient situations early

Sun | 8:00 AM - 9:30 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Paul Gange Sr. BS, BA

Sessions:

Speakers:

Paul Gange Sr. BS, BA

Description:

Bonding to zirconium  crowns, improving adhesion to gold crowns, aligner attachments, long term passive lingual retention ... or simply reducing everyday bond failures ... these are a few of the challenges every orthodontic practice encounters on a daily basis. Today these challenges are easily handled with state of the art materials, and most importantly with CORRECT TECHNIQUE!  Together we will cover bonding in your office from start to finish.


Learning Objectives:

- Bond successfully to any non-enamel surface in the mouth
- Keep fixed lingual retainers in place long term
- Reduce/eliminate decalcification in your practice

Sun | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

0 CE Credits

Laura Berman LCSW, PhD

Sessions:

Speakers:

Laura Berman LCSW, PhD

Description:

A Mind, Body and Spirit Approach to Jump Starting Your Relationship: Learn how to create more excitement, more intimacy and more connection into your relationship as well into your daily life.


Sun | 9:45 AM - 11:15 AM

134

Topic: New Horizons

1.5 CE Credits

Sessions:

Description:

Dr. Jay Whitley will lead two point/counterpoint debates by orthodontic residents from UCSF, University of the Pacific, Loma Linda University and UCLA. The topics to be debated are (1) Should asymptomatic third molars be removed prophylactically, and (2) Is closed or open eruption more ideal for impacted canines.


Sun | 9:45 AM - 11:15 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Roger Levin DDS

Sessions:

Speakers:

Roger Levin DDS

Description:

Learn how to deliver “WOW” customer service and you’ll discover a major secret to ortho practice growth. Implement proven methodologies that will create a loyal base of patients and parents who will be happy to refer others to your practice. Roger Levin, one of the foremost authorities on ortho practice management and marketing, will show you how to exceed expectations during every interaction with patients and parents.


Learning Objectives:

- Implement customer service strategies that work
- Establish systems that “WOW” every patient and every parent,every time
- Create a powerful patient-centric attitude and culture within the practice

Sun | 9:45 AM - 11:15 AM

304

1.5 CE Credits

John Sileo BA, CSP

Sessions:

Speakers:

John Sileo BA, CSP

Description:

At the heart of a great deal of the data theft inside orthodontist offices is lax cyber security, a broad term that will cease to intimidate you after this session. Technology evolves so quickly that practices can easily fall behind the digital curve and feel overwhelmed by the prospect of protecting the very data that underlies your wealth. In this state, decision makers tend to freeze, make excuses and assume that there is no reasonable, cost-effective way to protect their data. That assumption is both wrong and dangerous. This crash course forges a high-level, non-technical path through the often-confusing web of computer security, mobile devices, social networking, online privacy and cloud computing that underlie the environment of not only your business, but your personal data security. When it comes to cyber security, you don’t have to do everything, just the right things. This presentation will give you fundamental tactics and help prioritize your cyber strategy.


Learning Objectives:

- Detect email scams, malware and social engineering
- Send sensitive data securely by email
- Demonstrate countermeasures to phishing, vishing, and smishing

Sun | 2:30 PM - 4:00 PM

123

1.5 CE Credits

Scott McDonald | Jonathan R. Martin

Sessions:

Speakers:

Scott McDonald
Jonathan R. Martin

Description:

This program is focused to orthodontists newly in practice and orthodontic residents. Just how much risk are you willing to endure in creating or acquiring a new practice?  Whether looking to enter the orthodontic market through the acquisition of an existing practice or through a cold start, there are reefs of risk involved just below the surface.  The amount of risk, and an orthodontist's tolerance for that risk, should play an important role in the direction they ultimately choose.  Too often dental professionals misplace their focus on geographic qualities and demographic attributes that are only dimly understood.  What "facts" do you need about a practice area and the potential patient base to make your big decisions?  How much growth is enough? These and other potential barriers to entering a market can have a defining impact on the long-term success of an orthodontist and their practice.  Jonathan Martin and Scott McDonald will guide you through the shoals of disaster to a bright future if you follow the numbers.


Learning Objectives:

- Assess the financial and operational risks of a cold start compared to an acquisition
- Explore the strengths and weaknesses of both options
- Review the demographic and geographical considerations of practice sites

Mon | 8:00 AM - 9:30 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Eric J. Ploumis DMD, JD

Sessions:

Speakers:

Eric J. Ploumis DMD, JD

Description:

Dr. Ploumis will explore some of the liability issues that accompany utilizing new technologies in your office and the steps you should take to reduce those risks to a tolerable level. This lecture is designed to make orthodontists and staff aware of the legal issues emerging technology can present in the orthodontic office.


Learning Objectives:

- Evaluate some of the risks that go along with embracing emerging technology
- Evaluate the “standard of care” as it relates to new technology
- Determine what type of informed consent is required when using new technology

Mon | 9:45 AM - 11:15 AM

123

Topic: Featured Speaker Series

0 CE Credits

Jeanne Robertson BA

Sessions:

Speakers:

Jeanne Robertson BA

Description:

In this presentation, Jeanne will help you learn how to develop a sense of humor, which according to her is a choice in how you go about living. She explains the dynamics of humor, challenging audiences to laugh at themselves, look for the humor in everyday situations, create their own humor and influence others to do the same, relieve stress through humor and take humor breaks. As she relates her original, funny tales, Jeanne helps people develop a refreshing new approach to humor and the magic it works in our daily lives.


Mon | 9:45 AM - 11:15 AM

303

Topic: For Doctors & Staff

1.5 CE Credits

Paul D. Zuelke

Sessions:

Speakers:

Paul D. Zuelke
Speaker Has Financial Interest

Description:

This presentation will discuss the significant advantages, and also the significant disadvantages, of the use of outside financing, commonly called "third party" financing, of your patients’ case fees. Attendees will be able to understand when they should - and should not - present outside financing to their new patients. Attendees will also learn why the '"urn down" percentage of patients submitted to the third party companies is so high, and they will learn of the significant risk associated with agreeing to "full recourse" arrangements from some new third party financing companies that only pay you if the patient pays them.


Learning Objectives:

- Evaluate the advantages and disadvantages of using third party financing for patient case fees
- Review the risks involved with various third party arrangements

Tue | 8:00 AM - 11:00 AM

122

0 CE Credits

John K. McGill CPA, MBA, JD

Sessions:

Speakers:

John K. McGill CPA, MBA, JD
Speaker Has Financial Interest

Description:

You will face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you’ll ever make. Unfortunately, most doctors have neither the time nor the financial training to effectively address the numerous financial issues related to retirement. As a result, many doctors lose hundreds of thousands of dollars due to financial errors in critically important areas. Learn the cutting edge strategies necessary to develop a well-designed plan to assure a successful retirement, including: How to know when you can afford to retire, when and how to take retirement plan and IRA distributions, how to convert to tax-free Roth IRAs How to meet cash flow needs in retirement, methods to reduce taxes on practice sale, when to draw Social Security to maximize benefits.


Thu | 8:30 AM - 11:45 AM

Silverado Resort - Vintner's Court

Topic: Post-Conference Lectures

3 CE Credits

David C. Hatcher DDS, MSc, MRCD(c) | Greg J. Huang DMD, MSD, MPH

Sessions:

Speakers:

David C. Hatcher DDS, MSc, MRCD(c)
Greg J. Huang DMD, MSD, MPH
Speaker Has Financial Interest

Description:

The Post-Conference will be held at Silverado Resort in Napa on May 21 & 22 with 2 lectures each day. $100 ticket includes the lectures and continental breakfast both days. Drs. Hatcher and Huang will present a combined presentation on the diagnosis and management of anterior openbite malocclusions.  Dr. Hatcher has extensive experience with 3D imaging of anterior openbite patients, and has noticed patterns that may provide clues to better diagnosis and treatment.  He will describe these findings, along with his thoughts on how they impact a patient’s response to treatment and prognosis for stability.  Dr. Huang will relate Dr. Hatcher’s observations to the best evidence on diagnosis, management, and post-treatment stability for anterior openbite patients.  He will also describe an exciting opportunity for our profession to  investigate openbite treatment and stability within an NIH-funded National Dental Practice-based Research Network.


Learning Objectives:

- Recognize the value of 3D imaging for the diagnosis and treatment of anterior openbite patients
- Assess the management of condylar changes prior to initiation of orthodontic treatment
- Describe the main treatment modalities for severe anterior openbite patients, along with their advantages and expected stability

Fri | 8:30 AM - 10:00 AM

Silverado Resort - Vintner's Court

Topic: Post-Conference Lectures

1.5 CE Credits

David L. Turpin DDS, MSD

Sessions:

Speakers:

David L. Turpin DDS, MSD

Description:

The Post-Conference will be held at Silverado Resort in Napa on May 21 & 22 with 2 lectures each day. $100 ticket includes the lectures and continental breakfast both days. The AJO-DO will celebrate 100 years of service as a publication for the orthodontic community in 2015. But never has the world of orthodontic specialists witnessed a more dramatic change in the delivery of new research findings. Whether it’s a Case-of-the-Month, selected videos of top-notch authors or the opportunity to blog with other professionals, learning in the next century is sure to be more efficient than ever before. Join this presentation to learn what research topics have been most useful to the busy clinician and improve your delivery of patient care.


Learning Objectives:

- Demonstrate new ways of locating current research outcomes
- Describe new areas of clinical research and their respective levels of evidence
- Evaluate how dramatically the quality of orthodontic treatment is improving worldwide

Fri | 10:15 AM - 11:45 AM

Silverado Resort - Vintner's Court

Topic: Post-Conference Lectures

1.5 CE Credits

David C. Hatcher DDS, MSc, MRCD(c)

Sessions:

Speakers:

David C. Hatcher DDS, MSc, MRCD(c)

Description:

The Post-Conference will be held at Silverado Resort in Napa on May 21 & 22 with 2 lectures each day. $100 ticket includes the lectures and continental breakfast both days. TM Joint damage occurring prior to the completion of somatic growth often results in limited growth of the ipsilateral TMJ, mandible, maxilla, skull base, and may be associated with changes in facial growth pattern, occlusion, jaw shape and airway dimensions. This presentation will discuss the anatomic and functional relationship between TMJ and facial growth. Mechanisms for the skeletal changes will be suggested.


Learning Objectives:

- Describe normal TMJ and facial growth
- List selected causes of TMJ growth disturbances
- Evaluate the effects of the TMJ growth disturbances on facial growth

Featured Speakers

Fri | 7:00 AM - 12:00 PM

SF Marriott Marquis ...

Topic: Business Meetings

0 CE Credits

Sessions:

Description:

Rooms: GLAO: Pacific A MASO: Pacific B MSO: Pacific C NESO: pacific E PCSO: Sierra A RMSO: Sierra B SAO: Sierra C SWSO: Sierra E


Fri | 7:30 AM - 5:30 PM

SF Marriott Marquis - Salon 14

7 CE Credits

Robert W. Gallagher MS, DDS | Jonathan R. Martin | Roger Levin DDS | Scott McDonald | Eric J. Ploumis DMD, JD

Sessions:

Speakers:

Robert W. Gallagher MS, DDS
Jonathan R. Martin
Roger Levin DDS
Scott McDonald
Eric J. Ploumis DMD, JD

Description:

A successful practice transition at any time throughout your career requires an understanding of the business end of operating an orthodontic practice. Most consultants will tell you that your career transition success is best achieved, when there exists a lot of value and potential in a practice. Anyone serious about having a successful career transition would absolutely want to understand what the best transition consultants already know. No matter where you are in your career transition process, acquiring knowledge on how to be successful will provide a major pay-off without paying the hourly rate for a practice transition consultant which ranges between US$200 - $500. This is a great opportunity to join your colleagues and end your day with a very different way of looking at your “Career Transition” plan. You will draw inspiration from unlikely places as the best of industry leaders (Roger Levin, Jonathan Martin, Scott McDonald and Eric Ploumis) share their approach to Career Transition from vastly different angles. You will have the opportunity to hear Dr. Robert Gallagher discuss the pros and cons of transitions, as he has been involved in 13 to date. He will also join the consultants in a lively interactive panel discussion. End the day with a networking cocktail reception as you mingle with your colleagues and the consultants. Be a part of this dynamic all day event!


Fri | 8:30 AM - 4:45 PM

SF Marriott Marquis Salon 5

6 CE Credits

Karl Haden PhD | Jonah Peranson

Sessions:

Speakers:

Karl Haden PhD
Jonah Peranson

Description:

All orthodontic educators in the United States and Canada, full-time or part-time, predoctoral or postdoctoral, are eligible to join the Society of Educators. Participation in the Educational Leadership Conference is a benefit of SOE membership. Advance registration is required. A reception will be held at 3:45 - 4:45pm. Presentations will include a tribute to the late Dr. Charles Burstone by Dr. Donald Joondeph, Jonah Peranson of the National Match Service speaking about that program; Dr. Karl Haden of the Academy of Academic Leadership speaking on Faculty Advancement Today -- How to Swim with the Sharks; and a panel discussion about faculty support and advancement.


Learning Objectives:

- Describe a model for lifelong learning and career development
- Describe key factors for success in academia
- Identify ways to avoid early career pitfalls

Fri | 9:00 AM - 12:00 PM

Marriott Marquis - Salon 10

0 CE Credits

Sessions:

Description:

This program is also available on Friday afternoon, May 15, 1:00 - 4:00pm


Fri | 12:00 PM - 3:00 PM

SF Marriott Marquis - Golden Gate A/B

Topic: Business Meetings

0 CE Credits

Sessions:

Fri | 1:00 PM - 4:30 PM

135

3 CE Credits

Patrick McCarthy | Terry R. Pracht DDS, MS | Elizabeth Franklin BA, MA

Sessions:

Speakers:

Patrick McCarthy
Terry R. Pracht DDS, MS
Elizabeth Franklin BA, MA

Description:

NEW … all AAOIC (RRG) insureds can earn a 10% Professional Liability premium discount by attending this entire program. You are establishing your career as a new orthodontist. The choices you make will determine how exposed you are to drawing regulatory complaints and malpractice claims even at the beginning. Your choice of practice venue, your skill communicating with patients, your record-keeping practices are just a few of the areas that can lead to problems. Doing due diligence regarding potential employment opportunities and exercising defensive practice techniques will help protect you. This risk management program is designed for the new and nearly new doctor to assist you to minimize your malpractice exposure – although all orthodontists will find it applicable. It is sponsored by the AAO Council on Insurance and AAOIC (RRG). The speakers will include an orthodontist who is experienced at evaluating orthodontic malpractice claims; a malpractice defense attorney who is experienced at handling dental/orthodontic malpractice claims; and an insurance claims manager who has experience investigating and handling orthodontic malpractice claims. There will be a Q&A session; bring any patient problems from your office to discuss.


Learning Objectives:

- Describe how different practice venues can increase exposure to malpractice claims
- Create detailed and thorough orthodontic records that will minimize exposure to claims and provide maximum defense if one develops
- Describe how communication can minimize patient dissatisfaction which leads to malpractice claims

Fri | 1:00 PM - 4:00 PM

Marriott Marquis - Salon 10

0 CE Credits

Sessions:

Description:

This program is also available on Friday morning, May 15, 9:00am - 12noon


Fri | 4:00 PM - 6:00 PM

SF Marriott Marquis ...

Topic: Business Meetings

0 CE Credits

Sessions:

Description:

Rooms: Reference Com 1: Golden Gate C2 Reference Com 2: Golden Gate C3 Reference Com 3: Golden Gate C1


Sat | 8:00 AM - 4:30 PM

EPoster Kiosk

0 CE Credits

Sessions:

Sat | 8:00 AM - 5:00 PM

MC Mezzanine 228

0 CE Credits

Sessions:

Description:

BlueApple Health offers the AAO Wellness Screening program, with five screening packages starting at $199. Packages include cardiac and diabetes tests, and inflammation tests from the Cleveland Heart Lab. Any package may be augmented with optional tests from an a la carte menu. To learn more or to register, visit www.aaoinfo.org or the AAO mobile APP.


Sat | 11:15 AM - 1:15 PM

113

0 CE Credits

Sessions:

Description:

This AAOF Workshop is a must-attend for anyone intending to apply for AAOF awards in the coming years. It is open only to full-time, junior/mid-career orthodontic faculty with a current appointment at a graduate orthodontic program in the US or Canada. The workshop is offered at no charge, but it is a ticketed event with limited attendance (maximum of 50), so regististration is required, either through AAO online registration or on-site registration (if places are still available).


Sat | 12:00 PM - 1:30 PM

Marriott Marquis - Nob Hill room

0 CE Credits

Sessions:

Sat | 1:00 PM - 2:00 PM

301

0 CE Credits

Sessions:

Sat | 5:00 PM - 7:00 PM

Moscone Center West, 3rd Level

0 CE Credits

Sessions:

Sat | 7:30 PM - 9:00 PM

Moscone Center West, 2nd level

0 CE Credits

Sessions:

Sat | 8:00 PM - 10:00 PM

Westin St. Francis Hotel - Alexandra's on 32nd Floor

0 CE Credits

Sessions:

Sun | 6:30 AM - 8:00 AM

Chrissy Field

0 CE Credits

Sessions:

Sun | 6:30 AM - 8:00 AM

Courtyard SF Downtown Hotel

0 CE Credits

Sessions:

Description:

"When Life and Orthodontics Come Together" by Dr. Brian Smith. $50/ticket (includes buffet breakfast). TO RESERVE: Either CALL John Kelley (817-929-0464) or Chuck Alexander (970-275-1049), OR EMAIL KelleyOrtho@earthlink.net with your name and #attendees. RESERVATIONS DEADLINE is May 12.


Sun | 7:30 AM - 9:00 AM

Marriott Marquis - Golden Gate C1

0 CE Credits

Sessions:

Sun | 8:00 AM - 12:00 PM

114

0 CE Credits

Sessions:

Sun | 8:00 AM - 3:45 PM

122

0 CE Credits

Sessions:

Sun | 8:00 AM - 4:30 PM

EPoster Kiosk

0 CE Credits

Sessions:

Sun | 8:00 AM - 5:00 PM

MC Mezzanine 228

0 CE Credits

Sessions:

Description:

BlueApple Health offers the AAO Wellness Screening program, with five screening packages starting at $199. Packages include cardiac and diabetes tests, and inflammation tests from the Cleveland Heart Lab. Any package may be augmented with optional tests from an a la carte menu. To learn more or to register, visit www.aaoinfo.org or the AAO mobile APP.


Sun | 9:30 AM - 11:00 AM

301

0 CE Credits

Sessions:

Sun | 12:00 PM - 2:15 PM

Moscone Center West, 3rd level

0 CE Credits

Jay Leno

Sessions:

Speakers:

Jay Leno

Description:

The Excellence in Orthodontics Awards Ceremony will feature an address by Jay Leno. Awards will be presented to the 2015 recipients of the James E. Brophy AAO Distinguished Service Award from the AAO, the Albert H. Ketcham Memorial Award from the ABO, and the Louise Ada Jarabak Memorial International Teachers and Research Award from the AAO Foundation.


Sun | 1:00 PM - 4:00 PM

309

0 CE Credits

Douglas Depew DMD, MS

Sessions:

Speakers:

Douglas Depew DMD, MS

Description:

This Specialized Orthodontic Assistant® preparation course will be taught by well-known orthodontic staff training expert and founder of Trapezio the Academy of Orthodontic Assisting, Dr. Douglas Depew. He will explain what certification is and the benefits it can provide to the individual, the orthodontic practice and patients. Primary emphasis will be on the knowledge base subjects that are the foundation of the certification. These subjects will be introduced to aid course participants in their awareness of important areas of knowledge and study needed for recognition as a Specialized Orthodontic Assistant®. The course concludes with information on how certification can be celebrated and leveraged as a part of the orthodontic assistants’ professional career path and includes a Q&A session.


Learning Objectives:

- Recognize the benefits of SOA certification
- List the steps needed to achieve SOA certification
- Develop the knowledge needed for the content covered in the SOA exam

Sun | 2:30 PM - 4:00 PM

123

1.5 CE Credits

Scott McDonald | Jonathan R. Martin

Sessions:

Speakers:

Scott McDonald
Jonathan R. Martin

Description:

This program is focused to orthodontists newly in practice and orthodontic residents. Just how much risk are you willing to endure in creating or acquiring a new practice?  Whether looking to enter the orthodontic market through the acquisition of an existing practice or through a cold start, there are reefs of risk involved just below the surface.  The amount of risk, and an orthodontist's tolerance for that risk, should play an important role in the direction they ultimately choose.  Too often dental professionals misplace their focus on geographic qualities and demographic attributes that are only dimly understood.  What "facts" do you need about a practice area and the potential patient base to make your big decisions?  How much growth is enough? These and other potential barriers to entering a market can have a defining impact on the long-term success of an orthodontist and their practice.  Jonathan Martin and Scott McDonald will guide you through the shoals of disaster to a bright future if you follow the numbers.


Learning Objectives:

- Assess the financial and operational risks of a cold start compared to an acquisition
- Explore the strengths and weaknesses of both options
- Review the demographic and geographical considerations of practice sites

Sun | 4:00 PM - 5:30 PM

125

0 CE Credits

Sessions:

Sun | 5:30 PM - 7:30 PM

Jillian's at Metreon

0 CE Credits

Sessions:

Mon | 7:00 AM - 12:00 PM

SF Marriott Marquis ...

Topic: Business Meetings

0 CE Credits

Sessions:

Description:

Rooms: GLAO: Pacific A MASO: Pacific B MSO: Pacific C NESO: pacific E PCSO: Sierra A RMSO: Sierra B SAO: Sierra C SWSO: Sierra E


Mon | 8:00 AM - 4:30 PM

EPoster Kiosk

0 CE Credits

Sessions:

Mon | 8:00 AM - 3:20 PM

MC Mezzanine 228

0 CE Credits

Sessions:

Description:

BlueApple Health offers the AAO Wellness Screening program, with five screening packages starting at $199. Packages include cardiac and diabetes tests, and inflammation tests from the Cleveland Heart Lab. Any package may be augmented with optional tests from an a la carte menu. To learn more or to register, visit www.aaoinfo.org or the AAO mobile APP.


Mon | 12:00 PM - 5:30 PM

SF Marriott Marquis - Golden Gate A/B

Topic: Business Meetings

0 CE Credits

Sessions:

Mon | 7:00 PM - 10:00 PM

California Academy of Sciences

0 CE Credits

Sessions:

Tue | 8:00 AM - 11:00 AM

122

0 CE Credits

John K. McGill CPA, MBA, JD

Sessions:

Speakers:

John K. McGill CPA, MBA, JD
Speaker Has Financial Interest

Description:

You will face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you’ll ever make. Unfortunately, most doctors have neither the time nor the financial training to effectively address the numerous financial issues related to retirement. As a result, many doctors lose hundreds of thousands of dollars due to financial errors in critically important areas. Learn the cutting edge strategies necessary to develop a well-designed plan to assure a successful retirement, including: How to know when you can afford to retire, when and how to take retirement plan and IRA distributions, how to convert to tax-free Roth IRAs How to meet cash flow needs in retirement, methods to reduce taxes on practice sale, when to draw Social Security to maximize benefits.


Tue | 8:00 AM - 4:30 PM

EPoster Kiosk

0 CE Credits

Sessions:

Speaker eHandouts for 2015 Annual Session

Practice Transition Seminar eHandouts

Gallagher Robert -- The Good, The Bad and The Ugly.pdf
Levin Roger -- Marketing for a Successful Practice.pdf
Martin Jonathan -- Partnerships; Examining a Polarizing Business Model.pdf
McDonald Scott -- Where Are You going to Practice.pdf
Ploumis Eric -- Legal Issues to Consider When Transitioning.pdf


New Orthodontist/Resident Conference

Scott McDonald -- New Orthodontist-Resident Conference.pdf


Doctors & Staff Program eHandouts

Bray and Garbo -- The SERVICE Connection; Bridging the Gap Between Science and Technology.pdf
Gange -- Reducing Bond Failures with the Proper Materials and Techniques.pdf
Levin -- Mastering the Art and Science of WOW Customer Service.pdf


Doctors Program eHandouts

Fleming and Pandis -- Planning an Orthodontic Trial; Where to Start.pdf
Sharab -- Genetic and Treatment-Related Risk Factors Associated with EARR.pdf
Weltman -- Root Resorption; What We Know and How it Affects Our Clinical Practice.pdf
Frazier-Bowers -- Root Resorption or Something Else; Short Root Anomaly in the Orthodontic Practice.pdf
Garfinkle -- The Early Years; Presurgical Infant Orthopedics to Palate Surgery.pdf
Janson -- Mechanical Strategies to Improve Open Bite Treatment Stability.pdf
Justus -- Deproteinization of Tooth Enamel Surfaces to Prevent White Spot Lesions and Bracket Bond Failure.pdf
Kim Tae-Woo -- Orthodontic Treatment of Skeletal Class II Open Bite.pdf
Krishnaswamy -- Accelerating Tooth Movement by Altering Bone Biology; Is it Possible and Desirable.pdf
Kuo -- Clinical Research Opportunities in Clear Aligner Orthodontics.pdf
Liaw -- Tough Cases Made Easy with TADs and Interdisciplinary Treatment.pdf
Little -- Orthodontic Stability and Relapse.pdf
Littlewood -- Bond Retainers; Art and Science.pdf
Lowe -- Point; Non-surgical Management of Obstructive Sleep Apnea.pdf
Masoud -- 3D Dentofacial Photogrammetry; A Novel Approach to Orthodontic Diagnosis.pdf
McLaughlin -- Angle Lecture; The Top Ten Lessons I Have Learned in Orthodontics.pdf
Miles -- Micro-vibration and Acceledent; What's the Buzz.pdf
Nelson -- Mershon Lecture; Target Approach to Treatment Planning 2015.pdf
Park Jae Hyun -- Clinical and Biomechanical Considerations of TADs in Challenging Cases.pdf
Park Young Guk -- Photobiomodulation; Light Accelerated Orthodontics to Reduce Treatment Duration.pdf
Perillo -- Maxillary Morphology in Cleft and Non-Cleft Subjects; A 3D Evaluation Approach.pdf
Pulver -- Miniscrew Assisted Slow Expansion of Mature Sutures.pdf
Sabhlok -- Effective and Predictable Maxillary Molar Distalization with Micro-implant Anchorage.pdf
Uribe -- Piezocision; An Appealing Approach to Accelerate Tooth Movement.pdf
Vaid -- The Orthodontic 'Hare & Tortoise' Story; A Reality Check on Accelerated Tooth Movement.pdf
Yao -- How to Stimulate Orthodontic Tooth Movement in a Non-invasive Way.pdf
Zebrick -- ACTN3 R577X Genotypes Associate with Class II and Deep Bite Malocclusions.pdf
 

Educational Leadership Conference eHandouts

Ortho Program Director Feedback of National Match Service.pdf
Ortho Resident Feedback of National Match Service.pdf


Post Conference eHandouts

Turpin Post-Conference -- How Do We Use the Evidence.pdf


Staff Program eHandouts

Alexander Ken -- How to Take a Practice From Good to Great.pdf
Bell and Parker -- The Power of One; You Make the Meaningful Difference.pdf
Bellavia -- A Systematic Approach to Orthodontic Practice management.pdf
Cook -- Clinical Implementation of New Technology.pdf
Curley -- The Law of Dental Technology; Social Media and Confidentiality Issues.pdf
Canham -- Mock OSHA Inspection; Pass or Fail.pdf
Dorst -- Infection Control for Orthodontic Technology Equipment.pdf
Elliott -- Managing Medical Emergencies in the Orthodontic Office.pdf
Garbo -- Bridging the Generation Gap; Effective Communication for the Future.pdf
Green -- Video Trends and Technologies; Best Practices for Orthodontics.pdf
Hurt -- The Latest Intra-oral Scanners; Proper Uses and Benefits in the Laboratory.pdf
Kravitz -- Stomping the Fire! Mastering Patient and Staff Conflict Resolution.pdf
Kerr -- How to Overcome Your Fear of Online Reviews and Smile While doing It.pdf
Musich and Barrett -- All-in-one Risk Management and Marketing for All Staff; The 8-Step Discipline.pdf
ONeill -- You Can Run But You Can't Hide; Conflict Resolution and Communication Skills for Dental Professionals.pdf
Snow Dennis -- Lessons from the Mouse; Applying Disney World's Secrets of Success.pdf

 

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