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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

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

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 

Joe Horne, National DSO & OSO Sales Manager, OrthoFi

Alex Moreno, Senior Director of Solutions Engineering, 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

STAY AT HALCYON

Make yourself at home at Halcyon, 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 →

halcyon hotel cherry creek
Halcyon bar
Halcyon room
Halcyon pool

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