JANUARY 27-29, 2022

Meeting Dates and Times

Thursday, January 27, 9:30 A.M. - 4:00 P.M.

Opening Reception Thursday, 5:30 P.M. - 7:30 P.M.

Friday, January 28, 8:00 A.M. - 4:30 P.M.

Saturday, January 29, 8:00 A.M. - 11:30 A.M.

*Times subject to change.

Registration Fees

1-4 Team Members.................... $725

5 or More Team Members...... $705

After January 1, 2022
1-4 Team Members.................... $775

5 or More Team Members...... $755

Prices are per person.

Your registration fee includes all meeting classes, meeting materials, continental breakfast for three days, lunch on Thursday and Friday, beverage breaks each day, and the Game Night Party Thursday evening.

Hotel Information

Planet Hollywood Resort & Casino
3667 Las Vegas Boulevard South
Las Vegas, NV 89109


Phone: 866.317.1829
Group Name: SMORT2
Registered guest must be 21 or older


$139 Wednesday & Thursday nights (1/26 & 1/27)
$169 Friday & Saturday nights (1/28 & 1/29)
Resort Fee: $37 per night
The resort fee includes unlimited local phone calls, two guest admission per day to the fitness center and in-room Internet access to include two devices per room per day.
Room block expires: 12/25/21 (if still available)

Game Night Party

Thursday, January 26th, 5:30-7:30 P.M.

Mezzanine - Planet Hollywood

View more details

Travel and Transportation

Airport: McCarran International Airport

Taxi: $25-35

Uber/Lyft: $10-15

Airport Shuttles: $18-25

Covid Protocol

We will continue to monitor current events and work with our hotel in Las Vegas to make any changes as the date approaches. We will follow all local and state guidelines/mandates that are in place during the duration of the meeting. In the event the meeting is not held, we will refund all fees. Additionally, you have until January 3, 2022 to make any individual cancellations, however you can substitute attendee names at any time.


View the Complete Class List | UGM Brochure | Class Schedule

Angie Menendez

Angie Menendez

Cathy Jugovic

Cathy Jugovic


American Association of Orthodontists Foundation

The AAO Foundation is the charitable arm of the AAO. ADORE is the specific effort to give the opportunity to orthodontic team members to give back to their specialty.

314.292.6546 | www.aaofoundation.net | aaof@aaortho.org


DentalXChange offers innovative EDI services that increase productivity and enhance the management side of dental practices. These services include online claims processing, real-time transactions, claim attachment services, credentialing services, patient statements, merchant processing, and web portal solutions, all backed by more than 25 years of dental EDI experience. Service bundles available for even more savings.

800.576.6412 | www.dentalxchange.com | support@dentalxchange.com

Dino Watt/My Virtual Start

What if prescreened, prepared, and pre-paid patients walked into your office treatment ready? Most lead generating companies simply generate leads for your team to follow up with. My Virtual Start is the first and only service to prescreen patients, hold a comprehensive virtual exam with a seasoned TC, collect payment, and send them to you start ready. Through the power of digital consultations, your "Invisible TC" will maximize your schedule and enroll new patients for treatment 24/7. You simply do what you do best; deliver amazing results. Visit the My Virtual Start booth to find out more.

801.580.9290 | dinowatt.com | dino@myvirtualstart.com

Dunn Education

Lead by Drs. Courtney and Matthew Dunn, Dunn Education offers workshops to help you grow your practice while working fewer days. With a well-trained TEAM and office manager, you can stop doing administrative work outside office hours, grow your annual revenue, open additional offices, and still maintain the high level of attention and care that you pride yourself on providing to your patients.

602.864.0004 | www.orthoteamtraining.com | support@orthoteamtraining.com


EasyRx is universal lab prescription, digital workflow, and 3D software for orthodontic practices and labs. EasyRx helps practices and labs manage their lab prescription, 3D printing, and digital workflow. Go digital, go EasyRx.

888.340.3751 | easyrxcloud.com | info@easyrxcloud.com

Embrace your Practice Consulting Services

Founded and developed by Angie Menendez and Cathy Jugovic, longtime friends and colleagues, Embrace your Practice Consulting Services has the tools to not only help you succeed but elevate your practice to the next level.

From driving starts, increasing conversions, and boosting your brand's bottom line, you can expect a 180-degree turnaround in all aspects of your practice. The Embrace your Practice consultants are invested in you, from front of house reporting, to clinical training, to top-notch customer service evaluations and marketing, we truly do it all!

954.383.3566 | www.embraceyourpractice.com | cjugovic@gmail.com


Gaidge is an essential business management tool that provides business intelligence dashboards, benchmarking, and performance comparisons for orthodontic practices. Our cloud-based analytics software provides 80+ metrics daily on the health and progress of the practice increasing business acumen and enhancing productivity and satisfaction for doctors and their staff. Gaidge fully integrates with the leading practice management systems to ensure accuracy and to streamline office functions and operations.

800.287.3396 | www.gaidge.com | info@gaidge.com

Henry Schein Dental

Henry Schein Dental is your one-stop-shop for dental supplies, equipment, and technology! Stop by the booth to learn more about the equipment and technology we have to offer for your orthodontic practice. Our specialists will be able walk through all of the many options we have available to figure out which one suits you and your practice best.

414.321.8881 | www.henryscheindental.com | etevents@henryschein.com

Henry Schein Orthodontics

For more than 40 years, Henry Schein® Orthodontics™ (HSO) (formerly Ortho Organizers®)has been a leading U.S. manufacturer of orthodontic products for the domestic and international markets. In 2008, HSO became a member of Henry Schein® Dental Specialties Group. HSO provides a vast array of innovative products, services, and educational courses to help build a successful practice. The company's product offering includes the Carriere® System, Triumph® Orthodontic Instruments, and the Maestro® Bracket System.

760.448.8600 | www.henryscheinortho.com | usasales@henryscheinortho.com


Impact360, as our name implies, offers a full circle of services to lead your practice in optimizing performance and efficiency with technology that stands up to the rigorous needs of a multifaceted orthodontic practice.

678.971.4606 | www.impact360.com | info@impact360.com

Jill Allen & Associates

Jill Allen & Associates is a national orthodontic consulting firm with a passion for helping doctors bring their practice dreams to fruition. Jill and her team specialize in start-up practices, practice acquisitions, and training doctors and team members who have been in business for eight years or less, or eight years to retirement.

303.988.4455 | www.practiceresults.com | info@practiceresults.com


Kaleidoscope provides a one-stop shop for marketing your orthodontic practice. This alleviates the hassle of dealing with multiple partners, and allows you to focus on creating beautiful smiles. In January of 2021, Kaleidoscope merged with Orthopreneur Internet Marketing, and now proudly provides marketing services for more than 500 orthodontic clients across the United States.

Our services include: website with SEO customization, Google My Business, social media marketing, digital advertising, reputation management, marketing platform with content, patient and colleague newsletters, digital signage, graphic design, and online branding.

800.387.0121 | thekaleidoscope.com | info@thekaleidoscope.com

Magnum Medical

Magnum Medical manufactures and distributes orthodontic pliers, Hand instruments, Mathieus, and other accessories.

800.336.9710 | www.magnumortho.com | ortho@magnummed.com


MyProViewer is a platform to showcase what sets you apart from the competition. Using the screen in your waiting room and MyProViewer, you can promote your practice, educate your patients, and entertain everyone. High definition, professionally designed, full screen illustrations, and content can be scheduled. Use MyProViewer to share your unique and personalized office message. MyProViewer is easy to use!

519.589.2882 | www.myproviewer.com | barb@myproviewer.com


We provide a suite of tools for the patient financial lifecycle including risk assessment, treatment and fee presentation, complete payment management, and point-of-care payment acceptance. OrthoBanc’s complete payment management automatically drafts monthly payments and handles all responsible party contact regarding those payments. Let your team focus on your patients, not their payments.

888.758.0585 | us.orthobanc.com | marketing@orthobanc.com


From initial call, to consult, to contract, to collection, OrthoFi’s end-to-end solution drives growth at a much higher rate than the market using proven systems and data-driven digital workflows that streamline patient onboarding, increase same-day conversion rates, and improve office staff efficiency so that orthodontic practices can focus on what matters most – delivering exceptional, referral-worthy treatment. With more than 700,000 starts and more than $3 billion in production, OrthoFi practices achieve greater than 14% average practice growth, greater than 98% net collections, and have two times HIGHER same-day conversion rates than the industry average.

855.841.0030 | www.startmoresmiles.com | sales@orthofi.com

Peniche & Associates

Peniche & Associates are leaders in case acceptance, scripting, marketing, and practice management! They walk the talk every day and have earned a reputation as one of the country's premier orthodontic consulting firms.

Whether you receive private in-office consulting or participate in one of Peniche & Associates' trademarked workshops – the Treatment Coordinator Intensive™, Office Management Academy™, Millennial Marketing Academy™, or Yes Academy™ - you will experience the most current leadership, styles, and systems in orthodontics to help take your practice to the next level.

503.666.8538 | www.penicheteam.com | sheila@penicheteam.com

Reliance Orthodontic Products

Reliance Orthodontic Products specializes in orthodontic adhesive for all bonding needs, with all types of appliances, to any surface. Since our conception in 1981, we have achieved the reputation of providing consistent, quality adhesives in a variety of delivery systems at a cost far below competition. Before we sell a product commercially, it is clinically field tested. Evaluation and feedback ensures that each product performs to your satisfaction and is chemically safe for you, your staff, and your patients. As an added service to our customers, any bonding questions you have can be answered by calling us toll free at 800.323.4348.

800.323.4348 | www.relianceorthodontics.com | Kgriffin@relianceorthodontics.com

Sesame Communications

Sesame Communications is the industry leader when it comes to providing dental practices with proven and effective digital marketing and patient engagement solutions and strategies. Across every channel of your practice’s dental marketing, Sesame is your partner in finding new patients and developing deeper connections with your current ones. Sesame is now part of Henry Schein One, delivering connected dental software and services with expert business coaching to help practices improve every aspect of practice management and grow profits.

877.633.5196 | www.sesamecommunications.com | jaimec@sesamecommunications.com

Shimmin Consulting

At Shimmin Consulting we have the expertise to implement solutions into your practice that are strategic, clear, and measurable. They are specifically designed to drive not only practice growth, but also to improve the experience for your patients from their first point of contact through the entire treatment process in your practice. We target all phases of your business, creating specialized programs that are tailored to the specific needs of your practice. Our solutions have been developed to target these areas and deliver immediate results with long lasting returns to your practice.

425.239.4012 | www.ortho-consulting.com | michelle@ortho-consulting.com

Straight Consulting

Straight Consulting brings a millennial twist to traditional practice consulting with decades of experience in orthodontics, sales, and marketing to help even the most productive and progressive ortho practices across North America elevate their new patient experience and stand out in an increasingly crowded marketplace...full of millennials and millennial parents. The result is an approach uniquely tailored to every client, from tiny startup to established DSO, all without forcing a one-size-fits-all solution. We believe that techniques from 2017 just won’t work in 2022, but we're here to help!

425.591.6723 | www.straightconsulting.com | contact@straightconsulting.com

Worldpay from FIS

FIS is a leading provider of technology solutions for merchants, banks, and capital markets firms globally. The Worldpay from FIS solution suite is part of our merchant solutions business, which serves merchants and eCommerce providers. Our 55,000 people are dedicated to advancing the way world pays, banks, and invests by applying our scale, deep expertise, and data-driven insights.

877.776.3706 | www.fisglobal.com | monica.brady@fisglobal.com

What People Are Saying

"This was our first UGM to attend, and my team loved it! They said it was the best and most informative meeting they have ever attended. We just had a ‘Lessons Learned from the UGM’ meeting in our office, and the energy was amazing!"

— Dr. Ross Hunter, Hunter Family Orthodontics, The Woodlands, TX

"We implemented Ortho2 Edge Cloud one week prior to the UGM. This was a great opportunity to get ideas on how to design our charts, schedules, and office policies in conjunction with the new software. And we spent good quality time in the computer lab asking our questions."

— Dr. Erin Arnold, Arnold & DeSantis Orthodontics, Austin, TX