Cutting Edge Webinars

Cutting Edge Webinars

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

Wednesday October 7, 2026


12:30 AM - 1:30 AM

Andrea Cook

Presented by:

Andrea Cook

Sideways Energy - The Great Momentum Killer

Sideways energy refers to anything that pulls you away from your vision and core objectives. It is a major momentum killer—progress slows because attention is diverted from what truly matters. Team members may stay busy and appear productive, yet their efforts do little to move the practice forward. Work is happening, but meaningful progress is not. This unfocused activity is what we call sideways energy.

Attendees of this class will be able to identify:

  1. Do you have a problem or issue with the vision/direction of the team?
  2. Are there team members with whom you have current relational strife?
  3. Do you carry the culture of your team?
  4. Are there any agendas you are trying to graft into the vision of the team?
Register Here

Wednesday October 21, 2026


12:30 AM - 1:30 AM

Tracy Martin

Presented by:

Tracy Martin

AI + Generational Psychology: Why Modern Patients Say No (And How to Change That)

Your marketing reaches patients. But are you reaching them the way they decide? Millennials, Gen Z, and Gen Alpha evaluate treatment through a completely different lens than the patients your practice was originally built for. In this webinar, Tracy Martin reveals the generational buying psychology framework that predicts how modern patients say yes—and walks you through three practical AI workflows you can implement immediately to convert more patients without overhauling your entire strategy.

Register Here

Wednesday November 11, 2026


1:30 AM - 2:30 AM

Steven Busch

Presented by:

Steven Busch

Not Another Generic AI Talk: 5 Things You Can Use in Your Practice Tomorrow

AI is changing how parents find and choose an orthodontist, and most practices have no idea it's already happening. This isn't a theoretical talk about the future of AI. It's a practical session on what's changing right now in social media, Google Business Profile, and paid ads, and exactly what you need to do about it.

You'll walk away with five specific actions you can take in your practice this week, no tech background required.

Register Here

Wednesday November 18, 2026


1:30 AM - 2:30 AM

Beth Leach

Presented by:

Beth Leach

Tap, Scan, Refer: Rebuilding Your Referral Engine for How Patients and Doctors Actually Communicate Now

Referrals are still the most trusted source of new patients, but the way people share recommendations has changed. Patients don't carry cards anymore. They tap, scan, and text. Referring dentists want to help, but their teams don't have time for paperwork, and too many verbal referrals never make it to your schedule.

In this session, Beth Leach shows how to modernize both sides of your referral program. See how a simple tap-and-scan stand at a referring dentist's checkout puts your practice on a parent's phone before they leave the office, and how the same tool makes it easy for happy patients to refer friends. Learn how to track which offices are sending families, close the loop with same-day updates, and use AI to keep every referring doctor relationship personal.

Every attendee receives the Referral Tech Starter Kit, ready to be used the next morning.

Register Here

Wednesday December 2, 2026


1:30 AM - 2:30 AM

Jill Allen

Presented by:

Jill Allen

Living Your Core Values: Building a Thriving Orthodontic Practice From the Inside Out

Core values are more than just words on paper—they are the heartbeat of any successful practice. In this dynamic session, Jill Allen will guide attendees through the process of defining, refining, and activating core values to create a unified and high-performing team. Learn how core values influence every aspect of practice operations, from hiring and training to patient experience and decision-making. Through engaging stories and actionable strategies, this lecture will equip you with the tools to strengthen your practice’s foundation and align your team with your mission.

  • Define and Activate Core Values: Learn how to identify authentic core values for your practice and integrate them into daily operations to drive consistency and cohesion.
  • Enhance Team Decision-Making and Accountability: Discover how core values provide a framework for better decision-making, reducing fatigue and ensuring alignment across the team.
  • Utilize Core Values in Hiring and Retention: Explore practical strategies for leveraging core values in the hiring process to attract the right team members and foster a positive, values-driven culture.
  • Increase starts by maximizing opportunities already in your practice.
Register Here

Recorded Webinars

July

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

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

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

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

View Recording Here

Lisa Jensvold
Lisa Jensvold - Elite Synergy: Elevation of a High-Performance Team

Today, practices struggle more than ever regarding staffing issues, team commitment, elevated leadership, and true buy-in to new technologies and changes that serve our patients. We will dive deep into the needed tools for each team member that create the elite synergy present in the most successful practices worldwide.

Learning Objectives:

  1. Throughout our time, I will show you how to influence the why behind change and what your role is in being influential.
  2. In this lecture, we will learn how to develop clarity and expectations within each team member who delivers the highest level of accountability.
  3. You will have the skills to motivate and inspire excitement in every team member to truly reach new levels of success in your culture and patient care.

View Recording Here

August

Cindi James
Cindi James - No Opportunity Left Behind: Mastering the Art of Pending Follow-Up

Some of your greatest growth opportunities are already in your practice—they're sitting in your pending file. The difference between practices that consistently hit their goals and those that struggle often comes down to how effectively they manage follow-up after the consultation.

In this webinar, you'll learn proven systems and communication strategies to keep pending patients engaged, uncover barriers to treatment, and convert more opportunities into starts. Discover how to create a structured follow-up process that builds trust, improves accountability, and ensures no opportunity is left behind.

Learning Objectives:

  • Create a consistent and effective pending follow-up system.
  • Identify and overcome common barriers to treatment.
  • Improve patient communication and engagement.
  • Increase starts by maximizing opportunities already in your practice.

View Recording Here

Alisha Holbert
Alisha Holbert - Raise the Standard: Building a Team That Refuses Average

Inspired by the leadership principles of Geno Auriemma, this presentation is about what it truly takes to build a high-performing team and a culture of excellence inside your practice. Great teams are not created by accident — they are built through leadership, accountability, communication, consistency, and a commitment to raising the standard every single day.

In this presentation, we will dive into the difference between teams that simply function and teams that consistently perform at a high level. We will discuss how culture impacts everything from morale and communication to efficiency, patient experience, and overall growth. Attendees will learn how to create an environment where team members take ownership, embrace coaching, support one another, and refuse to settle for “good enough.”

This presentation is designed for leaders and teams who want to move beyond average and create a culture where people are motivated, engaged, accountable, and fully bought into a shared vision for success.

Key Takeaways

  • The habits and mindset of high-performing teams
  • How leadership sets the tone for culture and accountability
  • Creating consistency, ownership, and buy-in across the team
  • How communication and preparation impact performance
  • Practical ways to raise standards while strengthening morale and trust

View Recording Here

September

Dr. Roger P. Levin
Dr. Roger Levin - The Four Pillars of the Successful Orthodontic Practice

Successful orthodontic practices are built on a steady stream of referrals and state-of-the-art business systems designed around efficiency and patient satisfaction. In this webinar, Dr. Roger Levin reveals the simple, practical approach to building a stronger, more efficient orthodontic practice by focusing on four key areas: day-to-day management, patient experience, team alignment, and referral growth. It is designed for busy orthodontists who want clear, actionable ideas they can put into practice right away.

You will learn how to streamline your systems and create smoother workflows that make your practice run more efficiently. The course also highlights how improvements in practice marketing can lead to more referrals and stronger referral relationships. The webinar will explore easy, proven ways to grow referrals from patients, local dentists, and the community at large.

With real-world examples and straightforward strategies based on more than 40 years of consulting to thousands of orthodontic practices, Dr. Levin will help you simplify your operations, strengthen your referral base, and build a practice that grows in a natural, sustainable way.

View Recording Here

Megan Wyrick
Megan Wyrick - Monitoring vs. Managing Insurance: Why Accountability Matters

Many practices assume that if insurance is being handled daily, it is under control. However, there is a critical difference between managing insurance tasks and monitoring insurance performance. This webinar clarifies that distinction and exposes the accountability gaps that often lead to rising AR, cash flow disruptions, and preventable breakdowns. Participants will gain a practical framework for implementing effective oversight that protects systems, strengthens teams, and ensures financial stability without micromanagement.

View Recording Here