Registration and Fees
All Users Meeting participants must register in advance. From our website, please follow the link “Sign Up Now” to register and select your classes. Fees for attending are listed with discounts available according to the number of attendees. Look for the appropriate Promo Code below. If you need assistance, please contact Michal Ellison at 1-800-394-6050, Ext. 522.
Early Bird Pricing (if you pay on or prior to December 31, 2018)
$649.00 per person
Standard Pricing (if you pay after December 31, 2018)
$799.00 per person
If you have 5 or more people attending, the discount is 5% (Use Promo Code C9-5%)
for 10 or more it is 10% (Use Promo Code C9-10%).
The fee includes all sessions and consultants, continental breakfast on Friday and Saturday, continuous breaks throughout, lunch on Thursday, Friday and Saturday, and a Reception on Friday night (dinner, drinks, desserts, prizes).
Full refunds will be issued if notified on or before February 1, 2019. After this date, refunds will not be issued.
Need Help Deciding on a Class?
Click on the “Class Schedule Tab” on our website to see both course descriptions of offered classes. All of our classes are lecture based with the exception of our Workshops. You are invited to bring your laptop and demonstrate the material being presented by your instructor.
Continuing Education Credit Earned
Cloud 9 Software is a designated Approved PACE Program Provider by the Academy of General Dentistry. For each one hour of class attended, you will receive one hour of Continuing Education Credit. No partial hours are eligible. After completing an on-line or paper evaluation of the class, your certificate will be immediately available to download or be emailed to you.
Start date: 3/13/19
End date: 3/17/19
Last day to book: 2/20/19
Marriott hotel(s) special group rate:
Renaissance Atlanta Waverly Hotel & Convention Center for $153 USD per night + taxes/fees
MOTIVATION, A FUNNY THING
Increasing trust, team and connection through laughter, This is Tim’s art form and passion. ‘We live in an attention economy, in a tangled digital age where connection, transparency, and trust is the new currency. This one of a kind Keynote speaker is an award-winning writer, educator, and comic, He’s opened for a former president, and Jerry Seinfeld you may have caught his work XM/Sirius Satellite Radio. His play “Leaving Iowa” was nominated Best New Play in the Country and is performed in theaters across U.S. and Canada.
“IN AN AGE OF ACCELERATION, TIM’S STYLE REFLECTS THE CHAOS AND SPEED IN WHICH WE NOW WORK AND LIVE”
“A NATURAL CONNECTOR WHO CREATES MOTIVATIONAL EXPERIENCES FOR BUSINESS & EDUCATORS THROUGH SHARED HUMOR”
A Little More About Tim
Long before he was an educator, professional speaker, published playwright, husband and father, Tim was an undiagnosed hyper-active dyslexic rug rat from a small town outside Chicago. From this environment was cultivated a deep passion for teaching, writing and presenting. By 24, Tim was a college educator and coaching a nationally-recognized speech team, all while training at Improv Olympic, Second City and performing stand-up comedy in Chicago. After a decade of little sleep and endless experience, Tim found his voice as a nationally touring comedian—opening for the likes of Jerry Seinfeld, Steven Wright and Larry Miller, to namedrop a few—and his stand up can be seen and heard on YouTube and SiriusXM satellite radio. Tim later shifted his focus back to writing and developing; one of his stage plays, Leaving Iowa, premiered at Jeff Daniels’ Purple Rose Theatre Company—during which it received a nomination for American Theatre Critics’ award for Best New Play in the country—was soon published and is continuously performed in theaters all over the U.S. and Canada. Now Tim has brought to bear all his experiences from his years as an educator, improv and decades of headlining comedy stages, and he has synthesized his calling as a Humorous Motivational Speaker and Corporate Entertainer. He has spoken before such notables as former President George H.W. Bush and economist Paul Krugman and is bringing “social” back into the meeting space by inspiring and connecting his audiences through the infinite power of laughter. As a one-of-a-kind team builder, Tim Clue is reinventing conferences and meeting spaces all over the country, one funny experience at a time. Tim lives with his wife and daughter just north of Wrigley Field and is, yes, a lifelong Cubs fan. Especially now.
Jill Allen & Associates
Jill Allen specializes in new orthodontic practices! At Jill Allen & Associates we offer a complete line of consulting services specifically designed to help new orthodontic practices increase their growth, streamline processes, increase their case acceptance and optimize every aspect of their practice. Jill Allen & Associates provides targeted orthodontic practice management training for orthodontists and team members who have been in the orthodontic field for eight years or less. Jill Allen began her career in orthodontics 25 years ago and her passion for the orthodontic field has grown ever since. She has had the opportunity to work with many successful doctors over the years; which has afforded her the unique opportunity to learn every aspect in an orthodontic practice. By utilizing the skills and proven management techniques she has acquired over the years, she is able to offer you a practical approach to practice management.
Lecture Topic: “Putting the “Pro” into Your Financial Protocols”
Bentson Clark & Copple, LLC
Chris Bentson has been working with orthodontists since 1988. He is currently a partner of Bentson Clark &Copple, LLC based in Greensboro, North Carolina. The company serves the orthodontic community by performing practice valuations, providing recruiting services and negotiating transactions with both buyers and sellers. Chris serves as the Editor-in-Chief of the Bentson Clark reSource, a quarterly newsletter delivered to over one thousand orthodontists focused on the business aspects of running a successful practice. He is also currently serving as a committee member for the AAOFTT (American Association of Orthodontists Future Think Tank), an advisory board member for the AAO Bulletin and an advisory board member for Ortho4D. He lectures nationally on the topics of orthodontic business trends and practice transition.
Lecture Topic: “Smart vs. Healthy – How Becoming a Healthy Organization is the Secret Sauce to Success”
impact360 Orthodontic Consultants
Shannon Brockway is a consultant and implementation specialist with impact360, a consulting firm that provides business solutions to orthodontic practices to improve operational structure, organize administrative systems, maximize software implementation and provide innovative technology solutions to create maximum workplace efficiency.
She works with orthodontic teams to identify practice trends and make strategic adjustments to navigate the challenges of today’s orthodontic marketplace.
Lecture Topic: “Ready, Aim, Goal! & Personality Poker®”
Orthodontic Clinical Consultant
Andrea Cook’s in-office, hands-on training motivates and energizes orthodontic clinical teams. Her “clinical pearls” are polished from 20 years experience as a chairside assistant with outstanding orthodontic practices. She works as a clinical consultant and trainer for premier orthodontic offices across the country.
Since effectively training clinical team members is a critical portion to the advancement of clinical productivity and profitability Andrea works with teams to increase efficiency, improve communication and guides the office to a new level of excellence.
Her years of experience include working in single, double, and multi-doctor practices. She has extensive experience as a clinical coordinator for a multi-doctor practice seeing over 120 patients per day. Andrea’s expertise provides her unique insight to solutions for the multitude of challenges faced every day by orthodontic clinical teams.
Lecture Topic: “Plaster or Pixels”
Doug Depew, D.M.D., M.S.
Trapezio Knowledge & Training Solutions
Dr. Doug Depew has maintained a thriving orthodontic practice in Kennesaw, Georgia since 1990. He graduated Magna Cum Laude from the University of Georgia. He received his dental degree from the Medical College of Georgia where he graduated at the top of his class. His certificate in orthodontics and master’s degree was earned from
Baylor College of Dentistry at Baylor University. Numerous achievements and awards exemplify his pursuit of excellence. Dr. Depew is also the founder and Academic Director of Trapezio, which provides formal training for orthodontic staff members. This innovative program, which is conducted online and through hands-on clinical sessions, is endorsed by the American Association of Orthodontists and is recognized internationally as the standard for training and certification of orthodontic staff members. As the program creator, Dr. Depew is frequently invited to speak at professional meetings around the country and overseas.
Lecture Topic: “Orthodontic Photography – What Is Your Doctor Looking for?”
Profit Marketing Systems South, Inc.
Char Eash is the founder and CEO of Profit Marketing Systems South, Inc., a Systems and Communication Enhancement firm for the progressive practice. Char works with orthodontic teams across the country 40+ weeks a year and defines orthodontic systems for efficiency and profitability.
As a consultant, Ms. Eash strives to create systems that provide a positive platform for each team member to contribute to the practice at the highest level on a day-to-day basis. The practice of orthodontics must be run like a business! Ms. Eash has an extensive background in business, communication, leadership training, and systems development strategies for the progressive specialty practice. Through her training programs emphasis is placed on cultivating the talent within the team and communicating the vision of the practice to maintain profitability and efficiency. OrthoLync is a company founded on the premise that a positive patient experience can be enhanced greatly by technological advances in communication and practice workflow tools.
Lecture Topic: “Statuses – Defining the Statuses That Define Your Patient Base ”
impact360 Orthodontic Consultants
Sue Hanen has been consulting with orthodontic practices both nationally and internationally for 20 years and is part of the Impact360 team. With Sue’s extensive knowledge of the business of orthodontics, she identifies growth opportunities and creates an action plan based on practice goals. Sue’s focus is on deploying reliable operational structure to maximize practice efficiency and schedule productivity, resulting in improving bottom line numbers and decreasing stress. Sue is an iPEC Certified Professional Coach, a Kolbe™ Certified Consultant and an expert in the Kolbe suite of assessments. With the aid of the Kolbe assessments to identify team dynamics, strengths, and potential concerns early, Sue coaches doctors and team members to ensure sustainable change while building elements of success.
Lecture Topic: “Ready, Aim, Goal! & Personality Poker®”
Embrace Your Practice Consulting Services
Cathy has vast experience in the dental / orthodontic professions. She has many talents but her true talents are in details, facts and numbers. Understanding the business side of a practice is where Cathy excels, she treats your practice as if it was her own. Her knowledge and expertise sets her apart. After running 2 successful orthodontic practices she knew her passion was to go out and teach others how to be proficient and profitable.
Cathy is married to Tom, they have three boys, and two adorable grandchildren.
Lecture Topic: “Knowing the Value of your Doctor and Great Customer Service”
Mary Beth Kirkpatrick
impact360 Orthodontic Consultants
Mary Beth Kirkpatrick is the managing partner if impact360, a consulting firm that provides business solutions to orthodontic practices to improve operational structure, organize administrative systems, maximize software implementation and provide innovative technology solutions to create maximum workplace efficiency. Our focus is to provide customer-focused business solutions to orthodontic practices. At impact360, we believe that clearly defined and implemented systems drive practice growth and allow you to deliver consistent, quality patient experiences. To
that end, we bring years of industry knowledge and experience to assist in creating maximum workplace efficiency.
Lecture Topic: “Coming Soon”
Dr. Mart McClellan
Macro Wealth Management and Orthodontist
Dr. Mart McClellan is a practicing orthodontist who shares a financial message that is never taught in dental school, residency programs, or in private practice. After having a number of financial advisors, he was referred to Tim Streid by a fellow dental school classmate where he was introduced to the unique, holistic model that they use to this day. The model worked so well for Mart and his family that he wanted to get this information out to his friends and colleagues. So, Tim and Mart partnered up in 2004 and started Macro Wealth Management. He and his partner, Tim, bring a unique, evidence-based perspective to the personal finance arena. They are the ONLY financial firm in the country who use this system and have an orthodontist as an advisor. Tim is a registered investment advisor and trained as a certified public accountant. He has been in practice for over twenty-five years. Mart is also a registered investment advisor. They have clients in over twenty states across the country and have lectured nationally and internationally. They have written numerous articles over the years on various subjects, such as protection, investments, retirement income strategies, debt management, etc.
Lecture Topic: “Your Retirement Smile: The Treatment Plan for Pay Cut Prevention in Your Golden Years”
Mary Kay Miller
Orthopreneur™ Internet Marketing Solutions
Mary Kay Miller is the founder and CEO of Orthopreneur™ Internet Marketing Solutions. As an Internet marketing consultant and local business expert since 2007, Mary Kay was the first to establish an integrated online marketing program, integrating SEO, for the orthodontic profession. Mary Kay has an extensive background in orthodontics for more than 30 years. She has served as a business coordinator, marketing coordinator, computer coordinator, treatment coordinator, and certified dental assistant for one of the largest practices in upstate New York. As a result, Mary Kay and her team offer a unique perspective on how to effectively engage orthodontic consumers online today. The Orthopreneur™ Team is here to assist you in designing, deploying, and maintaining the latest in Internet marketing strategies and website design available today based on your individual practice needs for best return on investment.
Lecture Topic: “How to Find Solid Ground in the Shifting Landscape of Internet Marketing”
Imagine Consulting Group
Susan McElvy is a co-founder of Imagine Consulting Group. She has been part of the orthodontic profession for over 25 years. Susan’s experience is in leadership coaching, team building, customer service, marketing and branding, and overall streamlining of your business. She is passionate about building strong cultures and great leaders and has consulted for several of the highest revenue generating practices in America as well as many small businesses, Fortune 500 companies, ministries, and sports clubs.
Lecture Topic: “Next Level Leadership”
With a financial/analytical background beginning his career at Intel and Ernst & Young. He earned his MBA from Georgetown and has spent the past 12 years of his career in the Dental/Orthodontic industry with 3M and Ormco. Most recently he was VP of Global Marketing (2 years) and VP of North America Sales (2 1/2 years) for Ormco.
He joined Gaidge in August 2017 as CEO.
Lecture Topic: “Coming Soon”
Manon D. Newell J.D., C.O.O.
Systemized Orthodontics Consulting Group
Manon has a unique background that weaves together experience in law, business, and orthodontics. After focusing in appellate and employment law, Manon transitioned into a business role in Medical Orthodontic Devices.
In 2016, Manon became a partner at Systemized Orthodontics and married her passion for orthodontics and business. At Systemized, she manages the day to day business of the company. She works closely with clients on their financial benchmarking and goal setting. Manon also coaches clients and especially enjoys working with practice administrators to develop their strengths. She most enjoys seeing the progress that practices make in the time that we partner with them!
Lecture Topic: “Benchmarking Your Way to a Profitable Practice”
Systemized Orthodontics Consulting Group, LLC
Vicki Newell is the founder and President of Systemized Orthodontics Consulting Group, LLC as well as a certified Gallup Strengths Coach. Vicki is dedicated to helping her clients explore and discover their greatest talents and strengths. Whether working with orthodontists in private practice or working with large corporate sales and marketing teams, her goals remain the same, to help people achieve at the highest level possible and to realize happiness and satisfaction at work that they never thought possible!
In her time with 3M Corporation and later with Opal Orthodontics, Vicki had the opportunity to work with hundreds of orthodontists as well as university residency programs across the country. These experiences have given her unique insight into the needs of an orthodontic practice.
Lecture Topic: “Benchmarking Your Way to a Profitable Practice”
Peniche & Associates Orthodontic Consulting Firm
LeeAnn Peniche has through innovative, proven and proprietary systems consistently brought smiles to orthodontists for more than 25 years. As founder and President of Peniche & Associates, she has earned a reputation as one of the country’s premier orthodontic consultants who specialize in case acceptance, scripting, marketing and practice systemization. Over 2,500 practices have experienced first-hand her creative outlook, years of expertise and proven track record of success. LeeAnn has lectured both nationally and internationally. She has enjoyed venues at the AAO, PSCO, SAO and many other orthodontic societies. LeeAnn has also designed the wildly successful Treatment Coordinator IntensiveTM workshop and Signature MarketingTM course for treatment coordinators, doctors and orthodontic teams. Additionally, she is the inspiration behind Club Peniche – Untame the Team! a study club designed exclusively for the orthodontic staff. LeeAnn’s life has been committed to providing orthodontists and their offices with the tools and systems for their continued success.
Lecture Topic: “Irresistable”
CEO, Black Talon Security
Gary has over 27 years of experience in software development and computer IT in the oral and maxillofacial surgery market. He began his career designing software specifically engineered for oral surgery practices. He built a sizeable company, and in 2000, developed one of the very first “cloud” based practice management systems with over 1,000 users logging in daily. In 2002, Gary sold the business to PracticeWorks (a publicly traded company). Over the past 15 years, he has held various roles in marketing, sales, and product development for the oral surgery division of Carestream Dental.
He develops and maintains strategic business alliances and leads the company’s marketing endeavors. He attends and conducts trainings and workshops and keeps abreast of the latest trends in data security, particularly as they relate to the medical field.
Lecture Topic: “Cyber Security & HIPAA Panel Discussion”
J.M. Shoemaker Consulting, Inc.
Jackie Shoemaker is the premier financial strategist for patient accounting in orthodontic practices, and is the founder and president of JMShoemaker Consulting, Inc. and AccounTrac, Inc. With over 25 years of national experience in the orthodontic field and experience working in a practice, she brings an extensive knowledge of the orthodontic industry. Even more important is what this experience is founded upon – an accounting degree from Miami University of Ohio followed by working for a Fortune 500 company. She has been instrumental in improving income, raising profitability, and enabling orthodontists to develop more satisfying and profitable practices. Jackie’s staff-friendly training skills, vibrant personality, and service-oriented approach complement her accounting and management experience to provide lasting benefits to each practice she works in. Her expertise and services especially enhance the areas of cash flow maximization, financial arranging, and internal financial controls.
Lecture Topic: “The History & Mystery of Financial Accounting”
Charlene White Progressive Concepts
Charlene White has a unique talent to inform, motivate and entertain. She is in demand by orthodontic professionals throughout the United States, Canada and abroad. Since 1983, Charlene’s reputation as a management expert and dynamic speaker has soared, aided by overwhelmingly positive results reported by her audiences. In addition to managing a full schedule of speaking engagements, she has authored audiotapes, books, a quarterly newsletter and numerous articles published in dental journals. Charlene ha`s been a dedicated supporter of the AAO during her career in orthodontics. She was a Lay Director on the AAOF Foundation Board. She was appointed as 1 of the 3 Lay Directors. Charlene is also an AAOF Regent and is proud to serve in the Foundation’s continuing endowment campaign. Charlene currently serves on the board for “Smile For A Lifetime.”
Lecture Topic: “Coming Soon”
Please note, the schedule is subject to change.
Optional: The Gaidge Users Meeting will be held in Grand Ballroom 1 on the morning of Thursday, March 14, 2019.
Part I: 9–10:30 Break: 10:30–10:45 Part II: 10:45–12:00
If you would like more information on registering for this event, please contact Gaidge at 800-287-3396 or firstname.lastname@example.org.
The Gaidge Users Meeting is not included as part of your Cloud 9 Registration fees.
Earn Continuing Education Credits
We offer continuing education (CE) credits recognized through the Academy of General Dentistry’s PACE program. For each hour of classes that you attend, one hour of CE credit will be earned. Please review the Class Schedule tab above to plan your entire schedule and earn as many credits as possible.
National PACE Provider
Cloud 9 Software is a National PACE Provider through the Academy of General Dentistry! Your class attendance qualifies you to receive one (1) Continuing Education Credit for each hour of classes you attend. No partial hours are eligible.
You can use your smartphone to sign into your session and complete a Class Evaluation. When you arrive at your class, simply:
- Scan the Quick Response Code displayed on the laminated cards on each table.
- Enter your name, and click the Submit button.
That’s it; your attendance is registered.
All attendees are required, in accordance with PACE Guidelines, to register and complete a Class Evaluation for each class, guest lecture or workshop to earn CE credits.
For your convenience, a Class Evaluation will be available online, and you can request the certificate to be immediately downloaded. Instructions will be provided for completing the Class Evaluations when you pick up your name badges during registration and in the Attendee Guidebook.
Need a QR Code Reader?
If you don’t have a QR code reader, here are a few applications that you can download:
search your app store for a QR code reader
If you don’t have a smartphone, ask a Cloud 9 team member in your session to sign you in. If you prefer, you can fill out a paper evaluation, ask your instructor for the form. Once completed, turn it back into your instructor or the Registration Table. Your certificate will be emailed to you.
Phyllis is the Director of Training for Cloud9 and has been in the orthodontic industry for over 35 years. She obtained her RDA/CDA and was Clinical Supervisor in an orthodontic practice. She quickly moved into the Treatment Coordinator/Financial Coordinator/Office Manager position while she was there. She has been a member of the training team at Dolphin Imaging and a Senior Consultant at Peniche & Associates Management Consulting Group. She joined Cloud 9 in June of 2017.
Marci has over 14 years of experience in the orthodontic field. While working chair side in private practices, her additional tasks included sterilization, patient education, managing supplies, marketing, and treatment coordinator. Her interest in training peaked after speaking to a group of dental assistant students about the specialty field of orthodontics. She is an experienced user of Cloud 9 Software since beta testing and has been part of the Cloud 9 Software training team since February 2015.
Alex has 5 years of orthodontic experience. He has held many positions in an orthodontic practice, which includes sterilization specialist, records clinician, assistant, front office, financials, and Treatment Coordinator. He has also been the main IT resource for his practice. Alex joined Cloud 9 Software as an instructor in July 2014.
Tonya has 22 years experience in the field of General & Pediatric Dentistry. While working in both the Clinic and Front office of General & Pediatric Dentistry, Tonya most enjoyed being the team lead in a Pediatric Dental office. As a Practice Administrator for over 12 years she was involved with the daily tasks that included both patient care and practice growth. Tonya brings to Cloud 9 her experience of the daily workflow of the dental office. Tonya has been with Cloud 9 since February of 2017.
Mary Beth Heidt
Mary Beth has seven years of experience in the orthodontic industry. She is a certified clinical assistant and worked chairside for five years. She became cross-trained and worked as a treatment coordinator, insurance coordinator, and marketing coordinator. She has been an instructor with Cloud 9 since June of 2017.
Mel has worked in the orthodontic field since 1993. She started out as a financial coordinator in St. Louis and then managed an orthodontic practice in San Antonio. After moving to Nashville, she shifted gears and began training for an orthodontic software company. She has been an instructor for Cloud9 since 2013.
Germayne is an 18-year veteran in the orthodontic field. She began her career working at the UNC Dental School advancing quickly to work in the orthodontic department under the supervision of Dr. William Proffit. After six years, she left the dental school and began working in private practice. During that time she helped start up several orthodontic practices and managed the staff of 8 orthodontic offices. She has been an instructor for Cloud 9 Software since 2013.
Kevin manages the Software Releases of Cloud 9 Software. He joined Cloud 9 in 2011 and supervised a team of eight employees. Prior to joining Cloud 9, he spent 5 years in banking and has over 11 total years in the customer service industry.
Jessica has been in the Dental field for 9 years, is a certified Orthodontic assistant, certified EFDA, also certified in radiology and infection control. Her experience in Chair side assisting opened up multiple opportunities within the Orthodontic/Pediatric Dental field. Jessica is a Cloud9 Certified Trainer, who joined Cloud9 in 2017. Her chief responsibilities include managing all the logistics surrounding Orthodontic/Pediatric Software training at Cloud9 including class roster management, pre-class confirmations, courseware, completion certificates, and additional items included as part of course delivery. She brings her own experience, incorporates her existing knowledge and experiences to the training classroom to create a dynamic and engaging learning environment.
Angela has more than 20 years of experience in the orthodontic industry. Before the orthodontic world, she was tackling banking and finance as a senior marketing analyst, and also managed the mystery shopping program for major retail banks. Angela started with OPMS as a practice management trainer, then moved into imaging and ceph training. She harmonized her ceph training with also being an extraoral x-ray trainer. Angela is Green Belt certified in quality practices and likes to apply the quality theory to everyday tasks. Angela began with Cloud 9 in December 2017.
Attention all users! You know how popular the Hands-On Room is.
Once again, you have the opportunity to schedule one-on-one time with a Cloud 9 Expert. To do this, please select “Request Hands-On Time” when you register online and pay for your classes. Simply select “Request Hands-On Time” for the time-slot that works best for your schedule. We will then contact you on a first-come, first served basis and confirm your request or work out a different time; each time slot can accommodate up to 5 staff members from your office.
We will allow “Walk-Ins,” but scheduled appointments will have priority.
Please add your “Hands-On” hour when selecting your class schedules during the online registration process.
This is optional but highly recommended.
Ready to Have a Blast? You’re Almost There.
Click the register today icon below. You will be redirected to a secure registration site where you can sign up and pay for you or your entire team. We look forward to hosting another fabulous meeting with you. It’s like being on Cloud 9!
We’re rolling out the red carpet on Friday Night!
Join us for The Oscars, Cloud 9 style!
We’ll have a distinguished dinner, decadent drinks, and delicious desserts…
And some swank, pretentious, & sassy prizes to giveaway.
The Oscars Costume Contest
We’ll also be giving away awesome awards for the following categories:
♦ Best Overall Individual Costume
♦ Best Overall Team Costume/Theme
Keep the theme of your costume to Hollywood, Movies, Famous Actors and/or Actresses;
get creative and show off your movie star look-a-like at the Cloud 9 Oscars.