SSO 2025 San Antonio Annual Session Brochure by Southern Society of Orthodontists

Learning and Fun in a City Like No Other

San Antonio knows how to have fun!

Rich in history and bursting with culture and modern attractions, you’re going to love this truly unique destination for the 2025 Annual Session of the Southern Society of Orthodontists.

Come and learn from top speakers and see the Exhibit Hall filled with a wide range of products and services to help you build a successful practice. We also have lots of fun planned, including a Dia de Los Muertos party in the Exhibit Hall, a scavenger hunt to explore the city, and our big event — a private party at SeaWorld!

When we get together, we always have a great time. Seeing old friends and meeting new people is what brings members and exhibitors alike back year after year. Our 2025 host hotel, the Grand Hyatt, has direct access to San Antonio’s River Walk — a 2.5 mile stretch of beautifully landscaped waterfront that features many of San Antonio’s most spectacular restaurants, night clubs, bars, and shopping centers.

We have plenty of fun planned for our members during the meeting, so register today and we’ll see you November 6-8, 2025, in San Antonio! Register Today

Scan the QR code or visit ssortho.org. Have questions? Call (404) 261-5528 or email ssoevents@ssortho.org.

DR. MATTHEW NG SSO Co-President

DR. ERIC NEASE SSO Co-President

Meeting Facts, Fees & Policies

Meeting Dates & Location

November 6-8, 2025

Grand Hyatt San Antonio River Walk 600 East Market Street San Antonio, TX 78205

Registration Fee Includes

• Lectures (unless specified)

• Exhibit Hall access and Happy Hour

• Light Breakfast (two days)

• Lunch Buffet (one day)

• Coffee Breaks

• See list of activities requiring additional tickets

Additional Ticketed Activities

• Golf at The Quarry Golf Club: $200 per golfer (includes bus transportation)

• Let’s Roam Scavenger Hunt: $30 per attendee

• SeaWorld Party: $125 per attendee (Guests may purchase a SeaWorld event ticket even if not registered for the full meeting)

• CDABO Breakfast: $70 per attendee

Badges & Event Tickets

Registered attendees will receive a badge to wear for all events. Badges and lanyards can be picked up onsite at the registration kiosks beginning November 6th at 7:30 am. Our registration area is sponsored by Align Technologies, Inc.

Meeting Amenity

All attendees will be given a complimentary meeting tote bag, sponsored by DIBS AI.

Meeting App

Meeting handouts and details will be available on the SSO Meeting App. We will email instructions for downloading the app from Apple and Google Play stores.

CE Vouchers

CE vouchers will be available via the AAO CE platform and through the online survey process.

Registration Fees*

Spouse/Guest, Full Meeting

Child (18 and Younger)

Grand Hyatt

San Antonio River Walk

This premier hotel in the heart of downtown San Antonio is perfectly situated along the world-famous River Walk. SSO discounted room rate is $239.00 plus applicable taxes and fees. The link to reserve your hotel room will be provided in your confirmation email. Individuals who are not registered for the meeting will be charged the standard room rate instead of the discounted rate upon hotel checkout.

Dress Code

Business casual for meetings and resort casual for fun activities.

No Smoking Policy

No tobacco products, vaping, or smoking of any kind allowed.

Cancellation and Refund Policy

Cancellation requests can be made up until October 23, 2025. Full refunds will be provided if you cancel before October 9, 2025. A cancellation fee of 15% will be applied if you cancel between October 10, 2025, and October 23, 2025. No refunds will be accepted after October 23, 2025. All requests for refunds or cancellations must be made in writing to the SSO at ssoevents@ ssortho.org. Hotel cancellations should be done directly with the hotel.

Questions?

Call (404) 261-5528 Email

SSO2025 Full Schedule at a Glance

Thursday, November 6, 2025

7:30 am – 5:30 pm Registration

8:00 am – 12:00 pm Golf Tournament*

1:00 pm – 3:00 pm Scavenger Hunt*

4:00 pm – 5:30 pm

5:30 pm – 7:30 pm

Opening Ceremony

Registration & badge pick up, Sponsored by Align Technologies, Inc.

Golf Tournament at The Quarry Golf Course Sponsored by American Orthodontics

Team-building Scavenger Hunt

Opening Ceremony, Awards & Keynote presentation by Mr. Chris Westfall, Sponsored by Solventum

Exhibit Hall Happy Hour Dia de los Muertos Exhibit Hall Party, Sponsored by Neon Canvas

5:30 pm – 6:30 pm LDC Alumni Reception

7:00 pm – 8:00 pm TAO After Party

Friday, November 7, 2025

7:00 am – 8:00 am TAO Board Meeting

7:00 am – 8:00 am CDABO Breakfast*

7:00 am – 9:00 am

Educators’ Breakfast

7:30 am – 8:30 am Grab & Go Breakfast

7:30 am – 5:00 pm Registration

7:30 am – 5:00 pm Exhibit Hall Hours

8:00 am – 9:30 am Dr. Grant Collins

9:30 am – 10:00 am Exhibit Hall Break

10:00 am – 11:00 am Dr. Pradip Shetye

10:00 am – 11:00 am Dr. Kyle Fagala

10:00 am – 10:50 am Dr. Courtney Dunn

11:00 am – 12:00 pm

SSO Business Meeting

11:30 am – 1:00 pm Dr. Chris Feldman

11:30 am – 12:20 pm Mr. Art McOmber

Leadership Development Class Alumni Reception in Exhibit Hall

Texas Association of Orthodontists member after party

Texas Association of Orthodontists Board Meeting and breakfast

Breakfast Meeting with CDABO peers

Educators, Program Directors and Chairs meet with peers

Complimentary breakfast available in the Exhibit Hall

Registration & badge pick up, Sponsored by Align Technologies, Inc.

Networking opportunity with Exhibitors

5 Ways to Spice Up Your Practice and Culture

Coffee Break with Exhibitors

Advancements in Orthodontic Management of Patients with Clefts

The Long and Winding Road to 45% Overhead: Saving, Growing, and Knowing When to Let It Be, Sponsored by Neon Canvas

Clarity in Action: Techniques for Efficient Clear Aligner Treatment, Sponsored by Solventum

Southern Society of Orthodontists Business Meeting

Life Is Great, Braces Make It Better - Making the Most of our Blessings

Mastering the Art of Tax Strategy and Asset Protection, Sponsored by The Fortune Law Firm

Friday, November 7, 2025

12:00 pm – 1:00 pm TAO Business Meeting

12:00 pm – 1:00 pm VAO Board Meeting

12:00 pm – 2:00 pm Lunch

1:00 pm – 4:30 pm Dr. David Sarver

1:30 pm – 2:20 pm Dr. Farah Kar

2:00 pm – 3:00 pm Ms. Alisha Holbert

2:30 pm – 3:30 pm Exhibit Hall Break

2:30 pm – 3:20 pm Dr. Bradley Pierson

3:30 pm – 4:30 pm

Mr. Eric Sorkow

Texas Association of Orthodontists Business Meeting and lunch

Virginia Association of Orthodontists Board Meeting

Complimentary Lunch served in the Exhibit Hall

The Dilemma of the Missing Lateral Incisor

Unlocking Growth: Expand Your Patient Base with Interceptive Care, Sponsored by Align Technologies, Inc.

Ride The Wave: Customizing Your New Patient Experience

Coffee Break with Exhibitors

Indirect Bonding — What? Why? And How? Sponsored by DIBS AI

Crafting Memorable Patient Journeys for Gen Z and Millennials

5:30 pm – 10:00 pm Transportation to Party Transportation by bus to and from SeaWorld San Antonio

6:00 pm – 10:00 pm SeaWorld*

Saturday, November 8, 2025

7:30 am – 12:00 pm Registration

7:30 am – 8:30 am Grab & Go Breakfast

7:30 am – 1:15 pm Exhibit Hall Hours

8:00 am – 9:30 am Dr. Enrique Cruz

9:30 am – 10:00 am Exhibit Hall Break

10:00 am – 11:30 am Dr. Tito Norris

10:00 am – 11:30 am Mr. Gustavo Sanchez

10:00 am – 12:00 pm Ms. Elizabeth Franklin

SSO Splash at SeaWorld, Sponsored by The Fortune Law Firm

Registration & badge pick up, Sponsored by Align

Complimentary breakfast available in the Exhibit Hall

Networking opportunity with Exhibitors

From Smiles to Spotlight: How Your Personal Brand Shapes Your Professional Impact and Community on Social Media

Coffee Break with Exhibitors

New Horizons in Interdisciplinary Orthodontics

Letting Go to Grow

AAOIC Presentation — Risk Management for Orthodontists & Dr. Chris Roberts

11:45 am – 1:15 pm Dr. Tito Norris

1:30 pm – 5:00 pm

*extra fee

Substitution and Autotransplantations: Who, What, How, When, Where and Why?

CDABO Prep Course* CDABO Prep Course, separate registration required

SSO2025 Schedule of Speakers

THURSDAY NOVEMBER 6

4:00 pm - 5:30 pm

Opening Ceremony, Awards and Keynote Address: Collaboration and Connection: New Principles for Engagement and Growth

Mr. Chris Westfall, Sponsored by Solventum

CHRIS WESTFALL

U.S. National Elevator Pitch Champion

FRIDAY NOVEMBER 7

8:00 am – 9:30 am

5 Ways to Spice Up Your Practice and Culture

Dr. Grant Collins, “The Braces Guy”

10:00 am – 11:00 am

Advancements in Orthodontic Management of Patients with Clefts

Dr. Pradip Shetye

1:00 pm – 4:30 pm

The Dilemma of the Missing Lateral Incisor

Dr. David Sarver

10:00 am – 10:50 am

Techniques for Efficient Clear Aligner Treatment, Dr. Courtney Dunn, Sponsored by Solventum

11:30 am – 12:20 pm

Mastering the Art of Tax Strategy and Asset Protection

Mr. Art McOmber

Thursday, Nov 6

Golf Tournament at The Quarry Golf Course

San Antonio Outdoor Scavenger Hunt

1:00 pm – 3:00 pm | $30

Get ready to roam San Antonio with your team. Members and exhibitors will follow an app-led outdoor team building scavenger hunt that will help you explore the local attractions and make memorable connections. Answer trivia, solve riddles, and complete challenges to see sights like The Buckhorn Saloon & Museum, San Fernando Cathedral, The Majestic Theatre, and more.

Opening Ceremony, Keynote Address & Awards

EXHIBIT HALL HAPPY HOUR

Sponsored by Neon Canvas Thursday, November 6, 5:30 pm – 7:30 pm

San Antonio is home to the USA’s largest Dia de los Muertos celebration. Though our meeting takes place just after the official dates (making travel to the city much easier!), we’re opening our Exhibit Hall with a celebration that only a city like San Antonio can deliver. Come and experience the traditions of Dia de los Muertos with drinks and nibbles right in the Exhibit Hall.

LDC RECEPTION

Thursday, November 6, 5:30 pm – 6:30 pm in the Exhibit Hall

Alumni of the SAO, SWSO, and SSO Leadership Development Class, along with the incoming 2026 class, are invited to gather for networking, collaboration, and shared insights. Join us as we reconnect, exchange ideas, and continue fostering leadership within our profession.

Precision alignment is the goal for every patient — but what about for your team? Creating a great patient experience begins with collaboration — setting everyone up for success, so that your engagement and teamwork turn into greater efficiency and growth. It’s time to talk about the science of collaboration in a new way — so that you can find new results. That success starts with your story. In this keynote presentation, you will discover how to change the conversation around teamwork, engagement and personal effectiveness. You will learn how principles can create greater retention for your team — reducing drama, driving inclusion, and improving the way that your office works together. There is a process for greater self-leadership, ownership, and engagement. This presentation will help you to experience a new level of commitment to your team, your practice and your patients — with advice from the U.S. National Elevator Pitch Champion.

Friday, Nov 7

Grab & Go Breakfast in the Exhibit Hall

7:30 am – 8:30 am

CDABO Breakfast Meeting

7:00 am –8:00 am | $70

Educators’ Breakfast

7:00 am – 9:00 am

This breakfast meeting offers time and space for the educators and program directors/chairs in the SSO to reconnect and discuss issues/concerns of mutual interest.

5 Ways to Spice Up Your Practice and Culture

Dr. Grant Collins

8:00 am – 9:30 am | 1.5 CE Credits | All Attendees

Learn more about the incredible journey of Dr. Grant Collins –from brand new orthodontic startup to successful single doctor orthodontic practice to worldwide social media influencer. This course will focus on office culture, leadership, customer service, and social media. Learning Objectives:

• Understanding mission and purpose

• Finding a cause to support

• Guest experience

• Lifting others up

• How to love and support your team

Coffee Break in the Exhibit Hall

9:30 am – 10:00 am

Advancements in Orthodontic Management of Patients with Clefts

Dr. Pradip Shetye

10:00 am – 11:00 am | 1 CE Credit | Clinical Track

Orthodontic treatment for patients born with clefts is a long and complex process and frequently extends from birth into late teens and early adulthood. Orthodontic care is best provided in collaboration with an interdisciplinary team that includes plastic surgery, speech-language pathology, otolaryngology, psychology, and other allied health disciplines. This presentation will focus on orthodontic management for patients born with clefts during infancy, preschool, preadolescence, adolescence, and adulthood. Learning Objectives:

• Appreciate the role of an orthodontist on an interdisciplinary cleft team

• Understand the sequencing and timing of orthodontic treatment and surgery

• Comprehend the goals of orthodontic interventions at different stages of growth

Clarity

in Action: Techniques for Efficient Clear Aligner Treatment

The Long and Winding Road to 45% Overhead: Saving, Growing, and Knowing When to Let It Be

Life

Is Great, Braces Make It Better— Making the Most of our Blessings

Dr. Chris Feldman

11:30 am – 1:00 pm | 1.5 CE Credits Practice Management Track

Orthodontics is an amazing profession. Regardless of your position in the office, there is so much to be grateful for. In this lecture, Dr. Feldman seeks to inspire the audience to take advantage of the many opportunities the orthodontic profession affords us, including an amazing work environment, team culture, work schedule, and the ability to pursue our passions outside of the office. He will also give tips on forming positive habits, maintaining fitness, and keeping a positive mindset. Learning Objectives:

• Understanding importance of hiring the right team members and building a fun and happy office culture

• Building a schedule that meets patients’ needs while allowing the doctor and team to have plenty of free time outside of the office

• Appreciating how life inside and outside of the office are intertwined and how they should complement each other.

Mastering

the Art of Tax Strategy and Asset Protection

Unlocking Growth: Expand Your Patient Base With Interceptive Care

Ride The Wave: Customizing Your New Patient Experience

Ms. Alisha Holbert

2:00 pm – 3:00 pm | 1 CE Credit | Practice Management Track

In today’s competitive orthodontic landscape, providing a personalized and seamless new patient experience is key to building trust, increasing case acceptance, and driving practice growth. This presentation explores how to tailor every step of the patient journey—from first contact to case acceptance—to create a memorable and engaging experience.

This course will provide actionable strategies for optimizing initial interactions, streamlining consultations, and enhancing financial presentations to meet each patient’s unique needs. Participants will learn how to leverage technology, communication techniques, and workflow efficiencies to eliminate barriers and improve conversion rates.

By the end of this course, attendees will have a clear roadmap for refining their new patient process, ensuring that every patient feels valued, informed, and excited about their treatment. Whether you’re looking to improve first impressions, simplify decision-making, or maximize follow-up effectiveness, this session will equip you with the tools to ride the wave of success in today’s evolving orthodontic industry. Learning Objectives:

• Understand the key components of a seamless and engaging new patient experience

• Identify opportunities to personalize patient interactions from the first point of contact

Coffee Break in the Exhibit Hall

2:30 pm – 3:30 pm

Indirect Bonding – What? Why? And How?

Crafting Memorable Patient Journeys for Gen Z and Millennials

Mr. Eric Sorkow

3:30 pm – 4:30 pm | 1 CE Credit | Practice Management Track

Winning over Gen Z and Millennials isn’t just about straightening teeth—it’s about creating an experience they can’t stop talking about! This course will show you how to transform your patient journey into something modern, seamless, and totally share-worthy.

We’ll break down exactly what your next wave of patients expect, from effortless online booking to text-friendly communication, and a social media presence that actually connects. You’ll learn how to ditch outdated processes and replace them with personalized, tech-savvy, and loyaltyboosting strategies that keep Gen Z and Millennials engaged and excited about their treatment.

By the end, you’ll have a step-by-step game plan for turning your practice into a go-to destination — where patients aren’t just satisfied, they’re your biggest fans. Learning objectives:

• Redefine the Patient Experience — Learn how to modernize every touchpoint, from digital engagement to in-office interactions, to meet the expectations of Gen Z and Millennials.

• Leverage Technology & Personalization — Discover how to use social media, text-based communication, and streamlined scheduling to create a frictionless, loyaltybuilding patient journey.

• Create Brand Advocates — Develop strategies that turn satisfied patients into enthusiastic promoters, driving organic growth through share-worthy experiences.

SSO Splash at SeaWorld SSO Splash at SeaWorld

FOOD & DRINKS, SHOWS & RIDES

Letting Go to Grow

Mr. Gustavo Sanchez 10:00 am – 11:30 am | 1.5 CE Credits Practice Management Track

Join orthodontic consultant Gustavo Sanchez for a lively discussion on some of the most common challenges teams wrestle with in the modern digital landscape. Discover the power of embracing change as a catalyst for progress, learn to cultivate a growth mindset that propels innovation, and gain practical insights into implementing self-reflection as a cornerstone of effective leadership. Attendees can anticipate an engaging, insightful, and empowering session, filled with real-world strategies to apply immediately in their orthodontic practices. “Letting Go to Grow” is not just a presentation; it’s a roadmap for cultivating resilient, forward-thinking leaders in the field. Join us and take the first step towards unlocking your full leadership potential. Learning Objectives:

• Explore common digital challenges orthodontic teams face and how to overcome them effectively

• Learn how embracing change can drive progress and innovation in your practice

• Develop a growth mindset and implement self-reflection as key leadership tools

• Walk away with real-world strategies to foster resilience and forward-thinking leadership in your team

Saturday, Nov 8

Risk Management for Orthodontists

Ms. Elizabeth Franklin & Dr. Chris Roberts

10:00 am – 12:00 pm | 2 CE Credits | Clinical Track

Orthodontists work hard to create beautiful smiles and give their patients healthy teeth. When something goes wrong, when a patient or parent is dissatisfied and files a malpractice claim or regulatory complaint, it is discouraging and stressful to the doctor. Attend this program to learn which areas of practice/treatment currently cause the greatest risk and how to make changes that will minimize exposure. This risk management program is sponsored by The American Association of Orthodontists Insurance Company (RRG). The speakers will be Dr Chris Roberts, the chairman of the AAOIC Claims Committee and Elizabeth Franklin, AAOIC claims manager. Both speakers have significant experience handling, evaluating and settling orthodontic malpractice claims. *AAOIC (RRG) insureds will earn a 10% Professional Liability premium discount for two years by attending this entire session. Learning Objectives:

• Learn to create good quality and detailed orthodontic records that will enhance patient care and provide maximum defense if a claim is filed

• Learn why obtaining informed consent is critical to your defense if a claim is filed. See the multiple informed consent documents available to achieve that protection

• Learn how effective communication helps to achieve patient/parent satisfaction and how to communicate effectively with patients/parents, staff and other treating practitioners to minimize or prevent malpractice allegations

Substitution and Autotransplantations: Who, what, how, when, where and why?

Dr. Tito Norris

11:45 am – 1:15 pm | 1.5 CE Credits | Clinical Track

Dental Implants have long been considered the gold standard for replacing missing teeth. This presentation will discuss current literature regarding dental implants in the esthetic zone and provide techniques and procedures for achieving predictable, successful, and esthetic substitutions and autotransplantations. Learning Objectives:

• Learn the 7 steps of lateralization of a cuspid

• Learn the step-by-step procedure for delivering and utilizing a protraction Y-bar

• Understand the timing, procedure, and restorative implications of autotransplantations

Register Today for SSO2025

Scan the QR code or visit us online to register at ssortho.org.

CDABO Prep Course

1:30 pm – 5:00 pm

A separate registration and fee are required through the College of Diplomates: www.cdabo.org. Please contact Mindy at info@cdabo.org to register or if you have any questions.

The college (CDABO) is pleased to offer a preparatory course for residents and practicing orthodontists interested in taking the American Board of Orthodontics (ABO) Scenario-based Clinical Examination, part of the board certification process. The course outline will consist of an overview of the ABO virtual examination format and how to prepare. This is a 4-hour course (with a break) to assist attendees in preparing for the new exam format. Participants will receive 4 CE credits for their participation. Space is limited to 50 attendees and requires a separate registration from the SSO Annual Session.

CDABO Cancellation Refund Policy: Space is limited. There are no refunds for cancellations for the CDABO Prep Course after September 7, 2025.

Meet Our Speakers

DR. GRANT COLLINS

Dr. Grant Collins is an orthodontist, author, speaker, social media innovator, and founder of Collins Orthodontics in Rochester, Minnesota. A graduate of St. Olaf College and the University of Minnesota School of Dentistry, he completed his orthodontic residency at the Mayo Clinic. Dr. Collins has redefined patient engagement through social media, amassing millions of followers across TikTok, Instagram, and YouTube with his educational and entertaining orthodontic content. His practice, known for its patient-centered approach, has been voted “Best Orthodontist in Rochester” for 10 consecutive years. Outside of orthodontics, he enjoys soccer, music, traveling, hiking, and spending time with his three children.

DR. ENRIQUE CRUZ

Dr. Enrique Cruz is a dual-trained specialist in orthodontics and periodontics based in Austin, Texas, where he practices with his wife, Dr. Mahya Farnia. He completed a six-year residency at the Indiana University School of Dentistry. Dr. Cruz is a parttime faculty member in the orthodontics residency program at the University of Texas Health Science Center at San Antonio. He is the past president of the Texas Association of Orthodontists and past member of the Communications Committee of the Southwest Society of Orthodontists. He also serves on the Board of Trustees of the American Association of Orthodontists, advocating for the profession. With over 2 million followers on social media, Dr. Cruz actively engages with the public, promoting dental health and orthodontic care.

DR. COURTNEY DUNN

Dr. Courtney Dunn is a practicing orthodontist, wife, mother of three, the Founder of Women in Orthodontics®, and the CoFounder 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.

DR. KYLE FAGALA

Dr. Kyle Fagala is a trusted authority and highly soughtafter speaker in orthodontics.

As the owner of Saddle Creek Orthodontics and co-founder of Neon Canvas, a digital marketing agency, Dr. Kyle delivers exceptional patient care and offers invaluable strategies for practice growth. He hosts “The Digital Orthodontist: Live!” podcast, has authored two children’s books, and is a Key Opinion Leader for 3M Oral Care. Dr. Kyle graduated from UT Memphis in 2013 with a Master’s Degree in Dental Science and teaches Development of Occlusion at the University of Tennessee Health Science Center. Beyond his professional achievements, he enjoys music, cooking, travel, photography, trivia, and Memphis Grizzlies basketball. He lives in Germantown with his wife Anna, their four children, an Aussiedoodle named Sammie, and three peacocks: Jim, Pam, and Dwight.

Meet Our Speakers

DR. CHRIS FELDMAN

Dr. Chris Feldman was born and raised 2 hours west of New Orleans in a small town called New Iberia. He graduated with a major in biology from the University of Louisiana at Lafayette in 2006, attended LSU School of Dentistry, graduating in 2010, and went on to complete orthodontic residency at the Jacksonville University School of Orthodontics in 2013. He practices in New Iberia and Youngsville, Louisiana. He often says orthodontics is his passion and his family is his purpose.

MS. ELIZABETH FRANKLIN

Elizabeth Franklin is the claims manager at AAO Services, Inc. She and her staff handle the orthodontic malpractice claims for AAOIC. She has worked in the property-casualty insurance claims field for more than 35 years; she has managed orthodontic malpractice claims for AAOIC for over 20 years. During her claims-handling career, litigation has significantly escalated. The population’s claims-consciousness and penchant to sue has precipitated some of the myriad risks faced by professionals who are attempting to run a successful and claim-free practice. Because her specialty is orthodontic malpractice, she is uniquely qualified to relate current trends and to observe the practice situations that appear to expose doctors to the claims and lawsuits that are being filed.

MS. ALISHA HOLBERT

Alisha “grew up” in dentistry and orthodontics. From her first job out of high school as a dental assistant for a general dentist, to business manager at a cosmetic dentist, to finally landing in ortho where she wore every hat from scheduling, to insurance, to treatment coordinator – Alisha has seen it all. Once in ortho, her ability to develop systems and processes contributed directly to a flourishing practice. As a TC, she also learned firsthand what works and what doesn’t in a modern ortho office! Alisha brings all the insights gained as a world-class sales leader, combined with a natural gift

for fostering thriving patient-team communities to her work at Straight Consulting. Her direct, “no nonsense” approach, informed by a wealth of industry experience, is perfectly suited to help practices of all shapes and sizes adapt and thrive in today’s fast-changing world.

DR. FARAH KAR

Dr. Kar is a leading Invisalign provider in the Southeast, renowned for her expertise in orthodontics and commitment to exceptional patient care. Originally from Toronto, she began her academic journey in fine arts and project management before pursuing dentistry at the University of Minnesota, where she graduated with honors and founded the Women’s Dental Association. She further specialized in craniofacial orthodontics, earning a second master’s degree while mentoring students and educating dental professionals. Dr. Kar is passionate about integrating new technologies to enhance treatment efficiency and patient comfort. She provides personalized treatment plans that optimize both function and aesthetics. Beyond her practice, she enjoys traveling, oil painting, and mentoring future leaders in dentistry.

MR. ART MCCOMBER

Art was recruited by the FBI because he speaks German and was able to assist with the 9-11 investigation as ISIS was headquartered in Germany. He also arrested bank robbers, kidnappers, and major drug traffickers during his career. After 15 years of taking very bad people out of society, Art left the Bureau and became a successful entrepreneur, sharing his expertise in Asset and Estate Protection, Tax Saving Strategies, and Wealth Creation with thousands of dental and medical professionals around the country. Art has been married to Barbara for 36 years and they have 4 kids, and three amazing grandchildren.

Meet Our Speakers

DR. ROBERT (TITO) NORRIS

Dr. Norris is a 1992 graduate of the University of Texas Health Science Center at San Antonio Dental School. He then moved to Washington, D.C. where he completed a General Practice Residency at the V.A. Hospital followed by orthodontic specialty training at Howard University, graduating as valedictorian with the highest GPA in the program’s 25year history. After serving as an Air Force orthodontist in Misawa, Japan, Dr. Norris returned to San Antonio, TX in 1998 and opened a thriving private orthodontic practice. He holds several patents and trademarks and is the inventor of the Norris 20/26 Passive Self-Ligating Bracket System. He is Board Certified by the American Board of Orthodontics, and is a member of numerous dental organizations and study clubs. He lectures nationally and internationally on topics including esthetics, efficiency, sustainability, customer service, accelerated treatment, substitutions and autotransplantations, and aligner treatment. He has created and manages several other companies pertaining to real estate investments, marketing, retail sales, and a non-profit providing complimentary orthodontic care to children in need.

DR. BRADLEY PIERSON

Col. (Retired) Bradley Pierson is a passionate orthodontist and educator with nearly two decades of experience. After earning his DDS from Virginia Commonwealth University in 2003, he specialized in orthodontics through the TriService Orthodontic Residency Program in the U.S. Air Force. He has served as chief of orthodontics at Yokota Air Base, Japan and as the director of orthodontics for the oral maxillofacial surgery residency at Wilford Hall Medical Center in San Antonio, Tx. For the last 14 years, he has shared his expertise as a faculty member at the Tri-Service Orthodontic Residency Program and the last 10 years at the University of Texas Health Science Center at San Antonio. Dedicated to his patients and the latest advancements in orthodontics, he finds joy in creating confident smiles and building lasting relationships. In his free time, he thoroughly enjoys spending time with his family.

DR. CHRIS ROBERTS

Dr. Chris Roberts earned his B.S. and D.D.S. degrees from The Ohio State University. He completed his orthodontic training and M.S. degree at the Eastman Dental Center and the University of Rochester. He practiced in Findlay, Ohio, for 30 years. Dr. Roberts is an Adjunct Clinical Professor of Dentistry at the University of Michigan Department of Orthodontics and Pediatric Dentistry, having had a 20% appointment for 35 years. Long active in organized orthodontics, Dr. Roberts was the president of the American Association of Orthodontists in 2020-21. He is a member of the Board of Directors of the AAO Insurance Company and serves as chair of their Claims Committee. Dr. Roberts is the author of several peer-reviewed articles published in orthodontic and dental journals and was recently appointed as an Associate Editor of the AJO-DO. In addition, he currently serves as Director of the Graduate Orthodontic Residents Program (GORP). In his spare time, Dr. Roberts enjoys traveling with his wife Susan and running, having completed the Boston Marathon 26 times.

MR. GUSTAVO SANCHEZ

Gustavo has a career spanning over two decades in human development. Coming from deep blue-collar roots, he swiftly transitioned into employment staffing and then to a significant role in human resources, where he shaped and influenced both sides of the workplace. Gustavo’s ortho journey began rather unexpectedly—as a patient— and quickly evolved to a position as a full-time digital lab manager and eventually office manager, where he oversaw a multi-location practice and helped develop a fully-integrated digital operation. Fueled by his passion for clear aligner treatment, he joined uLab Systems as a clinical education specialist and was instrumental in mentoring, supporting, and managing accounts to deliver exceptional results. His enthusiastic, can-do attitude also paved the way for numerous opportunities to share his expertise as a national speaker. As an ortho consultant, Gustavo has a knack for using authentic connection to guide others toward maximizing their potential. A powerhouse of energy, he holds a deep appreciation for his journey and embodies an attitude of gratitude.

Meet Our Speakers

DR. DAVID SARVER

Dr. Sarver received his DMD from The University of Alabama School of Dentistry and M.S. in Orthodontics from the University of North Carolina in 1979. He is a Diplomate of the American Board of Orthodontics, a member of the Edward H. Angle Society of Orthodontists, a Fellow in both the International and American Colleges of Dentists, and is a Fellow in the American Academy of Esthetic Dentistry. He has had the honor of presenting the Salzmann, Mershon, and Angle lectures at the AAO annual meeting, and in 2022 was the recipient of the Blair award from the AAOF. He has published over 80 scientific articles and 20 book chapters. In addition to his private practice, Dr. Sarver’s book, “Esthetics in Orthodontics and Orthognathic Surgery” was published in September 1998. He is co-author (with Drs. Proffit and White) of the surgical text “Contemporary Treatment of Dentofacial Deformity,” and is co-author of the 4th, 5th editions and 6th edition of Proffit’s classic textbook “Contemporary Orthodontics”. Publication of his book “Dentofacial Estheticsfrom Macro-to Mini” was published in May 2020. He has given more than 400 professional presentations in the United States, Europe, Australia, the Middle East, and the Far East.

DR. PRADIP SHETYE

Dr. Shetye is a Board-Certified Orthodontist and an Associate Professor of Plastic Surgery (Craniofacial Orthodontics). He serves as the Director of Craniofacial Orthodontics and the Craniofacial Orthodontics Fellowship at New York University Langone Medical Center. Internationally recognized in the field of craniofacial orthodontics, Dr. Shetye is the co-editor of the book “Cleft and Craniofacial Orthodontics” and has made significant contributions to the scientific community. His work includes over 100 peer-reviewed scientific papers, 35 book chapters, and more than 200 scientific presentations worldwide. His exceptional clinical expertise has been honored with prestigious awards, including the Daniel Marchac Award from the International Society of Craniofacial Surgeons, the Henry Kawamoto Award from the American Society of Craniofacial Surgeons, and the Joseph E. Johnson Award, the Charley Schultz Award, and the T.C. White Award from leading professional associations.

MR. ERIC SORKOW

Eric is a seasoned orthodontic consultant dedicated to optimizing large practices and OSOs, while setting up startups for sustainable growth. With over a decade of hands-on experience in every auxiliary role within an orthodontic practice, he has honed his strategic insights in practice growth and patient experience. Previously heading orthodontic operations at a New York City-based dental startup, Eric transitioned to consultancy to offer his expertise to practices aiming for strategic expansion. His approach prioritizes operational streamlining, innovative workflows, and seamless technology integration, resulting in notable gains in efficiency and profitability. As part of the Straight Consulting team, Eric shares his diverse knowledge with orthodontists and their teams worldwide, encouraging them to embrace forwardthinking solutions. His personalized guidance consistently delivers measurable improvements, enhancing his reputation as a trusted leader in the ortho community.

MR. CHRIS WESTFALL

Chris Westfall is one of the most sought-after business coaches and keynote speakers in the world, recognized as the U.S. National Elevator Pitch Champion. Specializing in growth through teamwork, his leadership strategies have helped launch over five dozen businesses on four continents. Recognized as the MBA Communicator of the Year, he has appeared on ABC NEWS, FOX, NBC TV, and CNN. A regular contributor to Forbes, he has coached thousands of doctors, scientists, healthcare specialists, military leaders and corporate executives at Fortune 500 companies, hospitals, DSOs, and high-tech startups. Working with entrepreneurs and executives around the globe, his clients have appeared on Shark Tank, Dragon’s Den, and Shark Tank-Australia. A specialist in leadership communication, he regularly consults with top-tier universities and is the author of Easier and Leadership Language. Originally from Chicago, Chris makes his home in Houston, Texas. He and his wife have two grown daughters and are avid supporters of the performing arts. Find out more on his website, http://westfallonline.com or check out his latest work on Forbes, http://forbes.com/sites/ chriswestfall

Meet San Antonio’s Committee on Annual Meeting Planning (C.A.M.P.)

SSO Annual Sessions are planned by a committee of members who travel together to find destinations that offer unique experiences and quality accommodations. They identify top speakers and fill our exhibit hall with a wide range of products and services to help you build a successful practice. Pictured left to right during their site visit to San Antonio are Dr. Eric Nease (current SSO Co-President), Dr. John Metz, Dr. Theresa Coleman (2025 Meeting Chairperson), Dr. Don Wilcoxon, Dr. Sundaralingam Premaraj, Dr. Eric Park, Dr. Kyla Swearingen, Dr. Jim Martin and Dr. Matthew Ng (current SSO Co-President). We all look forward to seeing you in this remarkable city!

Scan the QR code or visit us online to register at ssortho.org.

P.O. Box 1154

Brandon, FL 33509

(404) 261-5528

www.ssortho.org

ssoevents@ssortho.org

Facebook: @saoevents @swsoortho

Instagram: @ssosmiles