Schedule & Agenda

Wednesday, February 27, 2019

  • Arrivals & Private Check-in
  • 8:00 am to 5:00 pm – Hospitality Desk/Registration
  • 9:00 am to 4:00 pm – Business Consults
  • 9:00 am to 5:00 pm – Digital Lab Consults
  • 6:00 pm to 8:00 pm – Welcome Reception

Thursday, February 28, 2019

  • 6:30 am to 7:30 am – Digital Lab & Business Consults
  • 8:00 am to 5:00 pm – Hospitality Desk/Registration
  • 8:00 am to 5:30 pm – Exhibitors
  • 8:00 am to 12:30 pm – General Session
    • 8:00 am to 9:00 am – Welcome Address – Brad Clatt & Chuck Abraham
    • 9:00 am to 10:00 am – Keynote Address: “Why SureSmile?” – Dr. William Crutchfield
    • 10:00 am to 11:00 am – Break & Time with Exhibitors
    • 11:00 am to 12:30 pm – Roundtable Case Reviews
  • 1:00 pm to 3:00 pm – Business Consults
  • 1:00 pm to 5:00 pm – Digital Lab Consults

Friday, March 1, 2019

  • 6:30 am to 7:30 am – Digital Lab & Business Consults
  • 8:00 am to 5:00 pm – Hospitality Desk/Registration
  • 8:00 am to 5:30 pm – Exhibitors
  • 8:00 am to 12:30 pm – General Session
    • 8:00 am to 9:00 am – “Cruisin’ to Excellence on the SureSmile Super Highway” – Dr. Bruce Goldstein
    • 9:00 am to 10:00 am – “A Tale of Two Practices – The REAL Business of Running the Digital Practice” – Dr. Manish Lamichane
    • 10:00 am to 11:00 am – Break & Time with Exhibitors
    • 11:00 am to 12:30 pm – “Airway Centric Occlusion and the Goal of Nose Breathing” – Dr. John Walker, Dr. Elizabeth Walker & Peter Catalano, MD
  • 1:30 pm – Exclusive Hosted Catamaran Excursion

Saturday, March 2, 2019

  • 6:30 am to 7:30 am – Digital Lab & Business Consults
  • 8:00 am to 5:00 pm – Hospitality Desk/Registrations
  • 8:00 am to 5:30 pm – Exhibitors
  • 8:00 am to 12:30 pm – General Session
    • 8:00 am to 9:00 am – “SureSmile and Treatment Efficiency: How to make sure you get your cases done on time!” – Dr. Ilya Lipkin
    • 9:00 am to 10:00 am – “Using SureSmile’s Latest Aligner Features” – Dr. Brent Bankhead
    • 10:00 am to 11:00 am – Break & Time with Exhibitors
    • 11:00 am to 12:00 pm – Closing Keynote: “Is Your SureSmile WYSIWYG?” – Dr. Alex Yusupov
    • 12:00 pm – 12:20 pm – Wrap-Up & Highlights – Brad Clatt & Chuck Abraham
  • 1:00 pm to 4:00 pm – Business Consults
  • 1:00 pm to 5:00 pm – Digital Lab Consults
  • 6:30 pm to 10:00 pm – Farewell Party

Sunday, March 3, 2019

  • Departures – Resort check-out by 12:00 pm

Day 1

Wednesday, Feb. 27, 2019

8:00 am to 5:00 pm – Hospitality Desk/Registration
9:00 am to 4:00 pm – Business Consults
9:00 am to 5:00 pm – Digital Lab Consults
6:00 pm to 8:00 pm – Welcome Reception

Day 2

Thursday, Feb. 28, 2019

Session Description:

About Our Speakers:

Brad Clatt is an experienced Group Vice Experienced Group Vice President with a demonstrated history of working in the medical device industry for Dentsply Sirona, a leader in the Dental Field. Brad is skilled in Operations Management, Commercial Sales & Mktg, Strategic Planning/Execution, Financial P&L Management, Talent Development, and High Performance Leadership.

Chuck Abraham is a medical technology veteran with more than 23 years of experience with medical imaging and devices. Chuck began his career at General Electric Medical Systems where he spent 17 years in sales, product management and general management roles. His last assignment was as global business manager of the Vascular X-ray Imaging Business. He left GE to join Nellcor Puritan Bennett as vice president and general manager of their Global Sleep Solutions Business.
Before coming to OraMetrix, Chuck was chief executive officer of eMerge Interactive Inc., a company delivering technology-based food safety and livestock management solutions to the U.S. beef production industry. In 1999, he led the company to a $105 million initial public offering on the NASDAQ Stock Exchange.
Chuck received a Bachelor of Science degree in biological engineering at Mississippi State University at Starkville.

Session Description:

In this keynote address, Dr. Crutchfield will explore how SureSmile can add value to any practice on any level. Dr. Crutchfield will discuss how SureSmile’s advantages are both tangible and intangible. For example, suresmile not only produces the best orthodontic results, it also enhances the total patient experience.

Since SureSmile is the only multi-faceted treatment modality in orthodontics today, Dr. Crutchfield will examine how it changes the paradigm for delivering orthodontic care in the 21st century. SureSmile allows doctors to become as involved as they wish in treatment planning and appliance design using a mobile, cloud based, and cost-effective solution.

Learning Objectives:

  • Add value to your practice
  • Recognize and relate SureSmile’s tangible and intangible advantages
  • Explain how SureSmile can enhance the patient experience
  • Discuss how SureSmile changes the paradigm for 21st century orthodontics

About Our Speaker:

Dr. William Crutchfield holds a B.S. in Biology from Virginia Tech and a D.D.S. from the Medical College of Virginia. He also completed his orthodontic residency at the Medical College of Virginia and now practices in Chantilly, Virginia. Dr. Crutchfield is recognized as a Diplomate of the American Board of Orthodontics. He began offering SureSmile treatment in 2008. Since then, Orthodontics By Crutchfield is a 100 percent SureSmile practice, completing 1100 SureSmile cases.

Day 3

Friday, Mar. 1, 2019

Session Description:

Dr. Bruce Goldstein invites you to join him for a cruise on the SureSmile Expressway. Rev up your engines as we roar along Efficiency Lane, speed down Simplified Mechanics Road, and idle along Treatment Excellence Boulevard. Dr. Goldstein will show you how to deal with those inevitable bumps in the road before they become potholes. He’ll tell when and where the usual traffic slowdowns and snarls occur in your practice’s workflow, and how to best avoid them. So, put your SureSmile practice into overdrive, press the pedal to the metal, and ride alongside with Dr. G. as he shows you how to stay in front of the pack with consistently achievable, excellent treatment results.

Learning Objectives:

  • Diagnose patient properly
  • Design appliance correctly
  • Place brackets effectively
  • Include general mechanics as you plan treatment
  • Use supplemental mechanics during wire placement
  • Avoid pitfalls

About Our Speaker:

Dr. Bruce Goldstein is from Rochester, New York. He received his undergraduate degree, master’s degree, and orthodontic degree from the State University of New York at Buffalo. He has earned the status of Diplomate of the American Board of Orthodontics, and currently sits on the council of the College of the Diplomates for the American Board of Orthodontics. He is currently a Clinical Instructor in the Postgraduate Orthodontics Program at A.T. Still University – Arizona School of Dentistry. Dr. Goldstein has been practicing orthodontics in Scottsdale, Arizona since 1984. He started offering SureSmile treatment in October 2006, and has completed more than 2,500 cases.

Session Description:

Dr Lamichane discusses his personal experiences with owning a fully integrated digital practice versus owning a conventional practice. He has owned both simultaneously! Prepared to be challenged as he asks: Are you running your practice or is it running you? As a result of developing effective systems in a multi-location, multi-doctor practice, Dr. Lamichane has practice management efficiencies down to a science. Listen and learn how he scaled his digital operation to match exponential growth.

Learning Objectives:

  • Simply your digital workflow
  • Delegate real doctor time and real team time
  • Use your DL tech as a virtual staff member
  • Differentiate your practice
  • Review digitally treated case examples

About Our Speaker:

Dr. Manish Lamichane obtained a degree in Actuarial Science and DDS from the University of Toronto in 1999, after which Dr. Lamichane completed a GPR at the Brigham and Women’s and Massachusetts General Hospitals in Boston, MA. He then graduated with an MMSc in Orthodontics from Harvard University and started in private practice in Lancaster, PA in 2007. Manny teaches a case-based 3D Orthodontics course at Harvard and LOA Orthodontics has treated more than 2,400 patients with suresmile. He currently sits on the Clinical Advisory Board at OraMetrix – Dentsply Sirona Orthodontics and on the Board of Directors at the Lancaster Cleft Palate Clinic.

Session Description:

Dr. John Walker and Dr. Liz Walker, the SureSmile team from Massachusetts, Vermont, and Aruba, in conjunction with renowned ENT specialist Peter Catalano, MD, will explain how the precision and capability of the SureSmile treatment platform, combined with surgical correction of the nasal airway, allows you to easily follow their protocol to treat sleep apnea patients consistently and successfully.
This presentation is an essential ‘take home’ experience. Take what you learn here and immediately put it to work at your practice! The knowledge and techniques you gain in this session are your keys to becoming the pre-eminent sleep apnea practitioner in your region.

Learning Objectives:

  • Identify which patients can benefit from sleep apnea treatment
  • Recall how the accuracy and precision of SureSmile can be used in conjunction with surgical correction of the nasal airway to treat sleep apnea
  • Apply this simple but effective protocol in your practice

About Our Speakers:
Dr. John Walker graduated from New Jersey School of Dental Medicine with his D.M.D. in 1976 and received his Certificate in Orthodontics from Boston University School of Dental Medicine in 1978. He is a member of the American Association of Orthodontics and a board-certified member of the American Board of Orthodontics. Dr. Walker is a clinical professor of Orthodontics at Boston University and has been in private practice for 30 years in Lunenburg and Harvard MA. Dr. Walker’s practice reduces time in treatment by as much as 40% through using SureSmile’s computer-aided and robotic precision treatment.

Dr. Elizabeth Walker graduated from the Goldman School of Dental Medicine at Boston University in 2006 and received her certificate in the Specialty of Orthodontics and Dentofacial Orthopedics from Goldman School of Dental Medicine at Boston University in 2010. She has completed an extensive Mini-Residency designed by her mentor Dr. Steven Olmos. TMJ and Sleep Therapy Research earning a graduate certificate in Sleep-Related Breathing Disorders & Craniofacial Pain in 2013. In 2015, she completed her Masters of Science in Dentistry at Goldman School of Dental Medicine at Boston University.

Peter Catalano, MD, FACS, FARS graduated with a BS from Columbia University School of Engineering, followed by an MD degree from The Mount Sinai School of Medicine (MSH) in New York City. Dr. Catalano completed his Residency at MSH and became a full-time faculty member (1990-1999). Dr. Catalano then became Chair of Otolaryngology at the Lahey Clinic (2000-2009), followed by Chair of Surgery and VP of Surgical Services at Caritas/Steward Health Care (2009-2012). Dr. Catalano is now Chief of Otolaryngology at St. Elizabeth’s Medical Center (SEMC), Professor of Otolaryngology at Tufts University, Director of Rhinology fellowship at SEMC, and Medical Director of Research for Steward Health Care. Dr. Catalano is active academically, with more than 225 invited lectures, 24 book chapters, 90 peer-reviewed publications, and he is on the editorial board of 7 medical journals. Dr. Catalano is President and Founder of the Foundation for Innovation, Education and Research in Otolaryngology (2011-present), organizer of the annual Open Forum, and co-producer of the Fiero University broadcast channel.

Day 4

Saturday, Mar. 2, 2019

Session Description:

Many SureSmile practitioners use inefficient workflows that impede successful treatment outcomes.
Inefficient workflows result in case backlogs, increased time spent on the computer and general frustration by doctors and staff with the system. This leads many practitioners to use SureSmile less or even to drop it altogether.
Dr. Lipkin will discuss how to develop a system of efficient workflows that allows you to deliver on-time results with minimum downtime, maximum profitability and consistently successful treatment options.

Learning Objectives:

  • Identify the strengths and weaknesses of your current workflows and systems
  • Pinpoint and resolve critical workflow bottlenecks
  • Develop efficient workflows tailored to your practice

About Our Speaker:

Dr. Ilya Lipkin received his bachelor’s degree from New York University and his dental degree from New York University School of Dentistry. He completed his residency in orthodontics at the New York University School of Dentistry, Department of Post-Graduate Orthodontics. Dr. Lipkin is in private practice in Emerson, NJ. Dr. Lipkin has been treating lingual cases since 2001. He has been a SureSmile doctor since January 2007, and has completed more than 2,500 SureSmile cases, of which more than 500 have been lingual cases

Session Description:

With release 7.5, SureSmile continues to push the boundaries of what is possible with aligner therapy. For example, SureSmile now provides the option to automatically place aligner attachments. We also have a new toolset for blocking out severe undercuts or gaps on aligner models. Dr. Brent Bankhead consulted closely with the OraMetrix engineering team to help develop these and other new powerful aligner features, so he is the seminal expert on how they can be applied clinically. Dr. Bankhead will present an overview of these new features, review the clinical thinking that went into their design, and demonstrate how to use them to ensure successful aligner therapy.

Learning Objectives:
• Understand SureSmile’s latest aligner features
• Determine which features can enhance your aligner therapy
• Identify and navigate to each new feature in SureSmile

About Our Speaker:

Dr. Brent Bankhead received his BS from Brigham Young University in Provo, Utah, his DDS at the University of Iowa and completed his orthodontic training at Saint Louis University. He also became part of the clinical faculty at St. Louis University Center for dentistry and orthodontics in 2017. Dr. Bankhead practices with his partners in Waterloo, Columbia, Alton and Carlinville IL, as well as O’Fallon, Wentzville, Warrenton and Chesterfield, MO. He began treating SureSmile patients in November 2007. He added SureSmile Lingual in 2009 and was awarded SureSmile lingual Practice of the Year 2011.

Session Description:

Is your SureSmile WYSIWYG?
As closing keynote speaker, Dr. Alex Yusupov will challenge you to ask yourself the following questions:

  • Has my plan fully delivered?
  • If not, why not?

Illustrating everything he discusses with SureSmile case studies, Dr. Yusupov will share hard-earned and insightful clinical pearls, lessons learned, and digital techniques to help you get your intended results.

Prepare to leave this session inspired and informed. Return to your practice with the knowledge and confidence to obtain consistent and predictable excellence with all your case finishes!

Learning Objectives:

  • Understand how to review your PLAN
  • Troubleshoot all types of cases
  • Establish streamlined workflow processes
  • Reduce or eliminate wire modifications
  • Assess the mechanics you need to have in place right from the beginning
  • Make Suresmile wires do what you want them to do!

About Our Speaker:

Dr. Yusupov completed his Bachelor of Dental Science in 1989 and completed his Masters of Dental Science in 1992, both at the University of Melbourne. He has had a long-standing interest in Adult and Children’s Orthodontics, particularly in complex interdisciplinary treatments. He is a clinical board member of the Melbourne Seattle Study Club, a clinical supervisor for orthodontic post-graduate students at the University of Melbourne and is a member of the SureSmile faculty and clinical advisory board. Alex’s interest in orthodontics include 3D technology, multidisciplinary and surgical treatments, and clinical photography.

Day 5

Sunday, Mar. 3, 2019


  • Departures – Resort check-out by 12:00 pm

More about Secrets Wild Orchid Resort

Hotel Info

Contact Info

2350 Campbell Creek Blvd., Suite 400, Richardson, TX 75082

Phone: +1.888.678.9876