November 6, 2025 1
8:00-8:55
Breakfast
9:00–9:15
Welcome and Goals
Kevin Gladstone
Director of Sales - OrthoFi
9:15-9:45
Understanding Yourself (SPA)
.jpg?width=90&height=90&length=90&name=Untitled%20(600%20x%20600%20px).jpg)
Dan Sullivan
Solutions Value Consultant - OrthoFi
9:45-10:30
Understanding the Market
Metrics that Matter
Oliver Gelles is the Chief Marketing Officer for OrthoFi, OrthoBanc, and AcceptCare. A leading brand strategist with over 20 years in the orthodontic industry, he’s a frequent speaker and contributor to innovation and education. His bestselling book, Level the Curve, explores practice management strategies that shaped OrthoFi and AcceptCare.
Oliver Gelles
Chief Marketing Officer - OrthoFi
10:30-11:00
Break / Group Discussion
11:00-11:45
Understanding the Team / Staffing Landscape
Chris Bentson has 30 Years in serving Orthodontic market. Currently founding partner of Bentson Copple & Associates, LLC. The company serves the orthodontic market in the US for any change of ownership need including, Valuations, Business structure and financial modelling, recruiting, outlining terms of buy-in or buy-out. Legal services available through associated Law firm. Click here to explore their business and offerings.
-1.jpg?width=90&height=90&length=90&name=Untitled%20(600%20x%20600%20px)-1.jpg)
Chris Bentson
Partner at Bentson Copple & Associates
11:45-12:30
Understanding the Consumer
Tracy Martin is the Founder of Straight Consulting and a leading voice in modern orthodontic practice growth. With 15 years of in-office experience - from startups to multi-location groups - she’s developed proven methods to boost case acceptance, streamline operations, and elevate the new patient experience. Passionate about team development, Tracy works hands-on with orthodontic teams to build next-gen practices with a fresh, millennial-driven approach. Click here to explore their business and offerings.
Tracy Martin
Founder - Straight Consulting
12:30-1:15
Lunch
1:15-2:30
Impacting Revenue
Brian Wright, often called the “Tony Robbins” of Orthodontics, is a transformative leader known for elevating employee and patient experiences while driving growth and reducing stress and costs. He is the Founder & CEO of New Patient Group, Managing Partner at WrightChat, host of the New Patient Group Podcast, and a faculty member for Align Technology. A sought-after speaker and consultant, Brian works with top healthcare companies including OrthoFi, Henry Schein, and Propel Orthodontics, and contributes to Bentson Copple reSource and Dental Economics. Click here to explore their business and offerings.
Brian Wright
Owner - WrightChat / New Patient Group
2:30-2:45
Break / Poll Discussion
2:45-3:45
3rd Party Financing and the Story Behind it
Dave Ternan is a co-founder of OrthoFi and brings a unique blend of startup experience with a broad range of management & strategic consulting for numerous Fortune 100 companies. Prior to joining the startup world, Dave spent over 10+ years with Accenture and Slalom Consulting and consulting for PepsiCo, General Motors, Caterpillar, Dow Chemical and Newmont Mining. He is passionate about problem-solving, bringing amazing solutions to clients and building great teams.
-3.jpg?width=90&height=90&length=90&name=Untitled%20(600%20x%20600%20px)-3.jpg)
Dave Ternan
Chief Executive Officer - OrthoFi
3:45-4:40
Industry Experts Panel - Fire Away!
4:30-4:45
Closing Discussion
Kevin Gladstone
Director of Sales - OrthoFi
6:00-9:00
Dinner
You will be assigned a dinner group
November 7, 2025 2
7:30-8:25
Breakfast
8:30-8:45
Welcome Back
We’ll start with a brief recap of Thursday, followed by an overview of what’s ahead for Friday!
Kevin Gladstone
Director of Sales - OrthoFi
8:45-9:45
Crushing RCM- Insurance and Patient A/R
Tina Byrne is considered the Orthodontic Industry’s Insurance Expert. She has gained success and recognition for her well-founded proficiencies in clinical, business, and administrative functions. She has extensive knowledge and understanding of systems innovation and efficiency, data analysis, strategic business planning, and marketing implementation. She has lectured and helped guide the success of leading practices, both large and small, throughout North America and abroad.
Her leadership qualities and upbeat presentation style offer a fresh perspective on the challenges faced daily by the entire orthodontic team. She offers a unique combination of industry knowledge, humor, wisdom, motivation, and practical solutions to maximize practice productivity and profitability. Click here to explore their business and offerings.
.jpg?width=90&height=90&length=90&name=Tina(600%20x%20600%20px).jpg)
Tina Byrne
Orthodontic Practice Consultant - Byrne Consulting
9:45-10:15
Break / Group Discussion
10:15-11:15
Understanding and Using Data to Invest and Improve
Oliver Gelles
Chief Marketing Officer - OrthoFi
11:15-11:30
Wrap-up and Departure
