--- title: Ortho at Scale Summit November 2026 image: https://info.orthofi.com/hubfs/Landing%20Page%201920x600%20Ortho%20at%20Scale%2020260831%20(@72dpi).jpg --- [![](https://info.orthofi.com/hs-fs/hubfs/OrthoFi_Logo_CMYK_2c_r_Sml.png?width=300&height=73&name=OrthoFi_Logo_CMYK_2c_r_Sml.png)](https://orthofi.com/?hsLang=en) #### [Home](https://info.orthofi.com/ortho-at-scale-retreat-2026#home)      [Hotel](https://info.orthofi.com/ortho-at-scale-retreat-2026#Hotel)      [Agenda](https://info.orthofi.com/ortho-at-scale-retreat-2026#Agenda)      [Register](https://info.orthofi.com/ortho-at-scale-retreat-2026#Register)[Testimonials](https://info.orthofi.com/ortho-at-scale-retreat-2026#Testimonials) ![Landing Page 1920x600 Ortho at Scale 20260831 (@72dpi)](https://info.orthofi.com/hs-fs/hubfs/Landing%20Page%201920x600%20Ortho%20at%20Scale%2020260831%20(@72dpi).jpg?width=1920&height=600&name=Landing%20Page%201920x600%20Ortho%20at%20Scale%2020260831%20(@72dpi).jpg "Landing Page 1920x600 Ortho at Scale 20260831 (@72dpi)") # ORTHO AT SCALE SUMMIT 2026 *Bet on Ortho. The biggest opportunities in orthodontics won’t come from playing it safe.* In this market, the stakes are high. For two days this November, OSO and DSO leaders will come together to get candid about what it takes to make orthodontics a bigger driver of growth. What’s working. What isn’t. Where the biggest opportunities are. And what it really takes to scale ortho across a growing organization. Inside the Summit: •  The conversations OSO and DSO leaders need to be having •  Real strategies for growth, insurance, RCM, and profitability •  A room full of peers worth knowing •  Incredible food, drinks, and a casino night in Denver [REGISTER](https://info.orthofi.com/ortho-at-scale-retreat-2026#Register) ### FEATURED SPEAKERS Hear from industry leaders and experts bringing diverse perspectives on the market, organizational performance, patient experience, technology, and the future of orthodontics. Shannon Patterson Patterson & Associates The State of the Market: Metrics That Matter Joe Horne & Alex Moreno ***OrthoFi*** Benchmarking Your Organization Brian Wright New Patient Group Delivering the Ultimate Patient Experience More Speakers to Be Announced ### WHY ORTHO AT SCALE ### A SUMMIT BUILT AROUND WHAT MATTERS The challenges of scaling are different from the challenges of building. Ortho at Scale brings leaders together to explore the strategies, systems, and opportunities that can help organizations perform better at every stage of growth. MARKET & PERFORMANCE Gain perspective on the trends, benchmarks, and metrics shaping the orthodontic landscape. STRATEGY & SCALE Explore the strategies and operational decisions that enable organizations to grow consistently across locations and teams. FINANCIAL PERFORMANCE Dive into insurance strategy, cash flow, conversion, and the financial levers that influence practice performance. PATIENT EXPERIENCE Examine what it takes to deliver a differentiated patient experience while maintaining consistency at scale. TECHNOLOGY & INNOVATION Explore the evolving role of technology and AI in transforming orthodontic operations and performance. EXECUTIVE CONNECTION Connect with fellow OSO and DSO leaders in an intimate setting designed for meaningful conversation and shared perspective. ### AGENDA Day 1 Wednesday Day 2 Thursday Day 3 Friday Show All ## November 11, 2026 Day 1 5:00PM – 9:00PM Happy Hour & Dinner The Rare Bird Rooftop, Halcyon Hotel ## November 12, 2026 Day 2 8:30AM – 9:00AM Breakfast OrthoFi Offices 9:00AM – 12:30PM Morning Sessions OrthoFi Offices 9:00 - 9:30 | **Welcome and Introductions** *Chris Erickson-King, Chief Revenue Officer, OrthoFi* 9:30 - 10:15 | **The State of the Market**  10:15 - 11:00 | **Benchmarking Ortho in Your Organization**  *Kevin Gladstone, Director of Sales, OrthoFi* *Dan Santiago, Chief Customer Officer, OrthoFi* 11:00 - 11:30 | Break 11:30 - 12:30 | **Scale Without Fail: Standardize, Scale, Succeed** *Dr. Andrew Matta, Owner, Matta Group*  *Lindsay Myrfield, Senior Manager of Practice Optimization, Corus Orthodontists* *Tara Bailey, Senior Director of Training, Implementation and Adoption, OrthoFi* 12:30PM - 1:30PM Lunch OrthoFi Offices 1:30PM - 5:00PM Afternoon Sessions OrthoFi Offices 1:30 - 2:30 | **Insurance Network Strategy Panel** *Paula McGinty, Sr. Manager of Customer Onboarding and Network Strategy, OrthoFi* *Jon Morgan, SVP Revenue Cycle, Smile Doctors* 2:30 - 2:45 | Break 3:45 - 3:45 | **The OrthoFi Platform: An Inside Look from Onboarding to Contract and What’s Coming Next** *Lindsey Reed, Director of Customer Success,  OrthoFi* *Aaron Lacheta, VP of Product, OrthoFi* 3:45-4:00 | **Closing Remarks** *Chris Erickson-King, Chief Revenue Officer, OrthoFi* 6:30PM - 10:00PM Dinner and Casino Night The Halcyon Hotel ## November 13, 2026 Day 3 8:00AM - 8:45AM Breakfast The Halcyon Hotel 8:45AM - 12:00PM Morning Session The Halcyon Hotel 8:45 - 9:00 | **Welcome** *Chris Erickson-King, Chief Revenue Officer, OrthoFi* 9:00 - 9:45 | **Invisible Financing**  *Dan Santiago, Chief Customer Officer, OrthoFi* 9:45 - 10:45 | **Delivering the Ultimate Patient Experience** *Brian Wright, Founder & CEO, New Patient Group* 10:45 - 11:00 | Break 11:00 - 11:45 | **AI: Real Use Cases and Real ROI** *Dave Ternan, Co-founder & CEO, OrthoFi* 11:45 - 12:00 | **Closing Remarks** *Chris Erickson-King, Chief Revenue Officer, OrthoFi* ### [HOTEL](https://info.orthofi.com/ortho-at-scale-retreat-2026#Hotel) ### **STAY AT HALCYON** Make yourself at home at [Halcyon](https://maps.app.goo.gl/Sh4k4xBmtcgEJfcA9), a luxury boutique hotel in Denver's coveted Cherry Creek neighborhood. With thoughtfully designed accommodations, elevated dining, and stunning rooftop views, it’s the perfect place to relax, connect, and recharge between Summit experiences. [Reserve Your Room →](https://be.synxis.com/?adult=1&arrive=2026-11-11&chain=27716&child=0¤cy=USD&depart=2026-11-13&group=20261014ORTH&hotel=37825&level=hotel&locale=en-US&productcurrency=USD&rooms=1) ![halcyon hotel cherry creek](https://20081508.fs1.hubspotusercontent-na1.net/hub/20081508/hubfs/2026-11%20-%20Ortho%20at%20Scale/halcyon%20hotel%20cherry%20creek.png?width=1200&length=1200&name=halcyon%20hotel%20cherry%20creek.png) ![Halcyon bar](https://20081508.fs1.hubspotusercontent-na1.net/hub/20081508/hubfs/Halcyon%20bar.webp?width=1200&length=1200&name=Halcyon%20bar.webp) ![Halcyon room](https://20081508.fs1.hubspotusercontent-na1.net/hub/20081508/hubfs/Halcyon%20room.jpeg?width=1200&length=1200&name=Halcyon%20room.jpeg) ![Halcyon pool](https://20081508.fs1.hubspotusercontent-na1.net/hub/20081508/hubfs/Halcyon%20pool.jpg?width=1200&length=1200&name=Halcyon%20pool.jpg) ### [REGISTER](https://info.orthofi.com/ortho-at-scale-retreat-2026#Register) ### JOIN US IN DENVER To confirm your attendance and help us personalize your experience, please complete this form for each attendee. Travel and Accommodations Your experience includes hosted meals, a day of sessions, and planned events throughout the Summit. Guests are responsible for arranging their own travel and hotel accommodations, and our team is happy to assist with recommendations or planning support as needed. ### **TESTIMONIALS** > "As someone who had the privilege of attending Ortho at Scale this past week, I would highly recommend attending... I walked away with new perspectives, fresh ideas, and a renewed excitement for what’s possible when we come together, share best practices, and challenge ourselves to think differently. A truly valuable experience, and one I’m grateful to have been a part of." Kasey Cartrette, Division Vice President, Northeast and Orthodontics, Great Expressions Dental Centers > The OrthoFi DSO Summit was an invaluable experience. The sessions sparked actionable ideas and offered fresh perspectives on operational excellence in orthodontics. I left energized by the collaborative spirit and inspired by the strategies shared. This event truly reinforces the power of community in driving innovation and growth. Shelli McNabb, VP, Operations Excellence, Smile Doctors > As someone who had the privilege of attending Ortho at Scale this past week, I would highly recommend attending with the OrthoFi team. The education, collaboration, and experience as a whole were extremely valuable... There were so many great conversations, ideas, and opportunities to learn from others who are equally passionate about growing and improving the orthodontic business. Kasey Cartrette, Division Vice President, Northeast & Orthodontics at Great Expressions Dental Centers > The OrthoFi DSO Summit was an invaluable experience. The sessions sparked actionable ideas and offered fresh perspectives on operational excellence in orthodontics. I left energized by the collaborative spirit and inspired by the strategies shared. This event truly reinforces the power of community in driving innovation and growth. Shelli McNabb, VP of Operations Excellence, Smile Doctors --- Copyright © 2026 OrthoFi. All Rights Reserved.