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Ortho Team Training

The Two-Day Training Program for Your Entire Orthodontic Team

April 8th-9th, 2022




Ends December 3, 2021

Running an orthodontic practice is no easy feat.

If you’re ready to take your team and practice to the next level, get the support, sounding board, and strategies you need to grow your practice with the right “edge” that will give you a leg up, you’re in the right place.

We know that you can have an orthodontic practice that practically runs for you. Where the doctor can be the doctor and your team can do the rest.

Where your team fully supports you in all the administrative and management areas. Where you still get to grow because new patients are starting treatment daily.

We also get that right now it likely doesn’t feel that way. It might feel more overwhelming, exhausting, and oftentimes: lonely.

When you chose to become an orthodontist, you didn’t fully realize you’d also need to –

  • Hire and train staff to support your practice
  • Work with vendors to add value and revenue to your business
  • Deal with leases, licenses, and other types of contracts
  • Get tons of continuing ed credits every year
  • Stay relevant with innovative marketing and top-of-mind with referral sources
  • Create systems in your office so it runs like a well-oiled machine
  • Schedule intelligently because your time is precious and scarce

Sometimes you wonder if you could wave a magic wand and clone yourself if that would solve all your problems.

The thing is… they don’t teach you ANY of this in school.

So, you might be the best orthodontist around, providing the most incredible care to your patients, turning out more and more gorgeous smiles every day….

Unfortunately, those patient care skills don’t help you run and grow a profitable and well-run practice.

That’s why we exist.

Ortho Team Training was created to provide you with the management, marketing and training strategies you need to address the unique challenges and concerns that practice owners face.

We’ve helped orthodontists reclaim their time, empower their team while also making more money in their practice, and even more importantly: feeling less alone and wildly supported while they’re at it.

What we’ve learned is that the biggest problem orthodontists keep running into is one that won’t fix itself.

If it seems like you don’t have enough time in the day to juggle being the doctor, and the care-taker, and the manager, and the marketer, and the accountant… that’s because it’s true:

You don’t have enough time to do all of those jobs, because you’re only one person.

This is why we created Ortho Team Training



CYBER MONDAY SALE. Ends December 3, 2021

The good news is that this problem of “not enough time” can be fixed with simple efficiency strategies.

Having a practice that gives you life (instead of takes away from it) comes down to three key things.

MINDSET: Running and growing a practice that is both profitable and gives you more free time starts with what you believe. We’re here to help you become the leader that will shut off email at a certain time of day or day of week and allow their team to handle it because they both trust the staff they’ve hired and trained AND they believe they deserve that quality time with their family.

SYSTEMS: From marketing to office communication to payroll to patient intake — having systems that run like a well-oiled machine gives you the gift of time. When your staff has a clear process to follow and understands their role in keeping things running, you get to focus on your expertise and know that everything else is handled.

SUPPORT: You may feel lonely at times as a solo practitioner, but the fact is: you can’t accomplish your business goals all alone. Finding the right mentors, community, and team members is a key piece of the puzzle — and we’re here to help with all of the above.

When you have these pieces, all playing well together, anything is possible. And by “anything,” we mean growing your practice by 2, 3, or even 4 times.

Of course, results vary for everyone based on their personal desires, preferences, and willingness to implement what we teach.

However, we’re confident that with the right mindset, the right systems, and the right support, you can have…

  • Multiple offices that run smoothly without you putting in all those extra “after-office” hours
  • A steady flow of new patients to treat that you’re truly excited to work with and help
  • Your dream team of motivated staff members, from the front desk to billing to your treatment coordinator
  • Created 1000s more gorgeous smiles, boosted confidence, and received glowing reviews from happy patients
  • The option to say “no” to challenging patients before you enroll them in a treatment plan
  • Time back in your calendar for uninterrupted quality time with your friends, family, and vacations where you get to go truly off-the-grid for a whole week (or more)

We know what it takes to create and grow a sane, healthy orthodontic practice. As a matter of fact, we have four ourselves.

We’ll spend two full days together and you’ll have the opportunity to connect with other orthodontists from around the country!

If Courtney, Matt and Nicole’s ability to take two days away from their 4 practices to teach this workshop isn’t evidence enough of how effective these frameworks are, take a look at what previous participants have said:

"My business has definitely grown because of what I’ve learned." - Dr. Shafeena Chatur

"They’re fun. They’re honest. They’re open. You want to know numbers. They will give you numbers."Dr. Lindsay Don

Here's what you and your team will learn:

The Ortho Team Training Curriculum

Create a Positive Team Culture:

Your practice reflects the culture you create. So, why not create a positive one? Every member of your team contributes to your practice culture… good or bad. We teach you how to create a culture that helps patients feel welcome and cared for, as well as staff.

Time Management For Orthodontic Offices:

We’ll show you exactly what scheduling processes we use, and how a typical week and day should look if you’re running your practice efficiently.

Getting Your Team On Board:

One of the biggest hesitations to trying out new systems and restructuring how you run your practice is facing resistance from your current team. In this total team training, we’ll teach your team how to make the transition seamlessly so everyone is on the same page and excited for the future!

Maximize Your Schedule:

Set up efficient easy-to-use scheduling systems that will help you see more patients on less days with less stress.

Your Marketing Dream Team:

Our best tips and tools to market to your dental colleagues, community and current patients. Learn why marketing is critical to your success and why an effective marketing plan requires the entire team.

Digital Marketing Strategies That Actually Work:

Create digital marketing systems that provide a consistent flow of new patients to your practice.

Identify Barriers To Success

Get the feedback of experts who can quickly recognize the gaps in your office systems and places where you or your team are blocking your own success.

Clinical Efficiency:

Get access to our most recommended operational systems for your clinic to keep it running like a well-oiled machine.

Minimize Doctor Time While Maximizing Conversions & Revenue:

When your treatment coordinators, front-office and back-office teams work together to support the exam and new patient process, it can really help save doctor time without sacrificing revenue to the office. Your team will learn how to handle as many as 24 new patient exams in a day without breaking a sweat.

Making Retention Profitable:

Retention is fraught with pitfalls that can ruin what was previously a great doctor-patient relationship. Learn the strategies to keep patient’s teeth straight and parent’s happy… even when they lose retainers.

"I can’t think of two more passionate, kind, wonderful human beings. I think they really do their due diligence in terms of what works and what doesn’t." - Dr. Amani Mora

"I know I am always going to go back to my practice with new ideas and tips." Dr. Shireen Irani


CYBER MONDAY SALE. Ends December 3, 2021

Your Hosts:

Dr. Courtney Dunn

Dr. Courtney Dunn

Dr. Courtney Dunn is a practicing orthodontist, wife, mother of three, the Founder of Women in Orthodontics® and the Co-Founder of Dunn Orthodontics, a multi-location orthodontic practice in Phoenix, Arizona. Described as smart, ambitious, opinionated and a force of nature, Courtney has won the Milo Hellman Award, served as President of the Arizona State Orthodontic Association and been interviewed by such diverse media sources as National Public Radio (NPR) and Fox News Channel.

Originally from Phoenix, Courtney attended Loyola Marymount University and then the University of Michigan (Go Blue!) for dental school and orthodontics. After she and her husband (Matt, who is also an orthodontist) finished residency, she decided to move back home and open her own practice even though the orthodontic market in Phoenix was already saturated. A year later, the great recession decimated the real estate and job markets in Phoenix forcing nearly 100 dental and orthodontic practices in the Phoenix area out of business.

By following both proven and innovative business and marketing strategies, Dunn Orthodontics not only survived those tumultuous years, but grew to four practices. To date, Dunn Orthodontics has treated over 10,000 patients from more than 35 states including professional athletes (NFL, NBA, MLB), television personalities (ESPN), dentists, hygienists, physicians, lawyers and CEOs along with their families. Dunn Orthodontics was recently named to the Inc. 5000 Fastest-Growing Private Companies and the Phoenix Business Journal’s list of the Largest Family-Owned Businesses in the Phoenix area.

Dr. Matthew Dunn

Dr. Matthew Dunn

Dr. Matthew Dunn is an orthodontist, husband, father of three, and the Co-Founder of Dunn Orthodontics along with his wife, Courtney Dunn. Practical and pragmatic, Matthew attended the University of Michigan for his BS (Biology), DDS (Doctor of Dental Surgery), and MS (Orthodontics). Matthew is the recipient of both the prestigious Thomas M. Graber Award of Special Merit and the Charles Shultz Resident Scholar Award from the American Association of Orthodontists as well as the George R. Moore Memorial Award in Orthodontics, Francis B. Vedder Society Award and Comprehensive Care Award from the University of Michigan.

As a consultant and speaker, Matthew teaches his efficient business management and digital marketing strategies to orthodontists throughout the United States and Canada. He has spoken at the American Association of Orthodontists Annual Conference and the Women in Orthodontics® Conference, having the great fortune to share the stage with Olympic Gold Medalist Misty Hyman. Along with his wife, Dr. Courtney Dunn, Matthew hosts a variety of mastermind groups, workshops and in-office training events for orthodontists, office managers, marketing coordinators, and treatment coordinators.

Along with Tony Robbins, Matthew was featured in an Inc. article on entrepreneurship. He has also been published in the Progressive Orthodontist Magazine and Phoenix Business Journal and been interviewed on National Public Radio. Matthew is Past-President of the Arizona State Orthodontic Association and serves on the AzDA Services Board and as a Delegate for the Arizona Dental Association. Matthew has also been selected by his peers as one of the Top Orthodontists in Phoenix Magazine five times.

Nicole McFarlane

Nicole McFarlane

Nicole McFarlane is the Office Manager of Dunn Orthodontics and a mother of two young boys. Nicole joined the Dunn Orthodontics team in October 2014 as a Scheduling Coordinator and quickly demonstrated her leadership and business acumen. By the summer of 2015, she had accepted the role as Office Manager. Nicole now manages a very busy two-doctor, four-location practice with 25+ employees. Dunn Orthodontics was listed among the Inc. 5000 Fastest Growing Private Companies and the Phoenix Business Journal’s Largest Family-Owned Businesses.

In addition to her duties for Dunn Orthodontics, Nicole is an accomplished consultant and speaker. She is a frequent contributor at the Women in Orthodontics® Conference as well as Elite Mastermind and Alumni Mastermind events.


CYBER MONDAY SALE. Ends December 3, 2021

Hotel Information

The Ortho Team Training will be held at the Embassy Suites by Hilton Scottsdale Resort - 5001 N. Scottsdale Rd, Scottsdale, AZ 85250

If you’re coming from out of town, you’ll fly into Phoenix Sky Harbor Airport (PHX).

Want to come and explore Scottsdale for a few days afterward?

There are plenty of excellent restaurants and attractions nearby!

What's included in my ticket?

Your ticket includes the entire 2-day live event, all units listed above taught over the 2 days, along with breakfast, snacks, lunch and welcoming reception!*

Your flight, transportation, and accommodations are not included.

*Daily breakfast buffet and reception drink tickets are provided to Embassy Suites guests.

We’re confident that the training provided in this workshop will help you grow your practice -- which is why we’re so excited to meet and support you!

See you there!



  • Welcome
  • Accountability, Self-Improvement & Benefits of Long-Term Employment
  • Team & Culture
  • Marketing Fundamentals
  • Digital Marketing
  • New Patient Process
  • Scheduling for Efficiency & Simplicity
  • Clinical Efficiency
  • Reception



  • Making Your Practice More Enjoyable
  • Overhead & Profitability
  • Practice Valuations

Front Office

  • Scheduling Coordinators: Systems & Templates
  • Financial Coordinators: Collections Procedures & Protocols
  • Treatment Coordinators: Efficient & Consistent Pending Follow Up

Back Office/Clinical

  • Ordering & Inventory
  • Clinical Organization for Maximum Efficiency
  • Importance of Being Prepared Every Time
  • Proactive Planning


  • Key Performance Indicators & Goal Setting
  • Systems & Checklists
  • Retention & Retainer Programs
  • Q&A

*Schedule is subject to change


CYBER MONDAY SALE. Ends December 3, 2021

Have a question or want to participate?

Frequently Asked Questions:

What is the venue for the event?

The Ortho Team Training event will be hosted at Embassy Suites by Hilton Scottsdale Resort - 5001 N. Scottsdale Rd, Scottsdale, AZ 85250. We recommend booking your flight to arrive the day before as we will start promptly at 8:00am.

I'm trying to book my travel. What times do I need to know about?

The meeting will go from 8:00am – 5:00pm on both Friday and Saturday. There will be an informal cocktail reception at 5:00pm on Friday. The event will conclude around 5:00pm on Saturday. Fly into Phoenix Sky Harbor International Airport (PHX).

Who should I bring to this event?

Ideally, you and your entire team should attend as we will cover almost all areas of orthodontic practice. If you have a very large team, you may consider only bringing your team leaders.

Can I bring my spouse or significant other?

Yes! Every person attending the meeting must purchase a ticket. If they would like to join us only for the reception, there is no charge.

What is the refund policy?

You may change attendee names up to 14 days prior to the event by contacting nicole@dunn-orthodontics.com.
Refunds are available if the event is postponed or cancelled.
All other sales are final.
Cancellations received 91+ days before the first day of the event will receive 100% credit towards a future Dunn Education event. Cancellations received 31-90 days before the first day of the event will receive 75% credit towards a future event. Cancellations received 7-30 days before the first day of the event will receive 50% credit towards a future event. Cancellations received <7 days before the first day of the event will receive 25% credit towards a future event.

Is there transportation from the airport to the hotels?

We do not provide any transportation from the airport to the hotel. We recommend using a taxi service, Uber or Lyft. Rental cars are also available if you plan to explore the area.

Is food provided?

Breakfast* and lunch along with mid-morning and mid-afternoon snacks will be provided Friday and Saturday. Dinners will be on your own. There are many great restaurants in Scottsdale.
*Daily breakfast buffet and reception drink tickets are provided to Embassy Suites guests.

A note from Courtney & Matthew Dunn

Dr. Matthew Dunn & Dr. Courtney Dunn at Inc 5000

We understand the challenge of trying to run and grow an orthodontic practice intimately -- and we’re TWO people! We remember hitting a point when we opened our second office and hit 9 employees and just trying to manage everything was like two full-time jobs. We were working nights and weekends to keep up with all of the H.R. needs like hiring, firing, training, financials, and administrative systems and needs. Then, we opened a third office and it became immediately clear that we’d never be able to sustain our current workflow alone. We need an overhaul - culture, systems, training, clinical efficiency and more. It did take work and effort to figure out. It also took a lot of help from our team. With their help, we’ve been able to take so much pressure and work off of ourselves -- and ultimately created a much better environment for everyone in our offices. Having a team that can handle the bulk of non-doctor tasks so we can come into work and focus on being doctors has been an absolute game-changer for us -- which is why we’re so adamant about teaching other orthodontists to do this too. It’s easy to want to do it all yourself because we’re used to multi-tasking, spinning plates, and taking care of everyone all the time. But your success depends upon you having the right support in your practice. We hope you’ll take this opportunity to give your practice (and life) the upgrade it (and you) deserve.


CYBER MONDAY SALE. Ends December 3, 2021



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