Mastering Orthodontic Management
From Chaos to Clarity

November 14 and 15, 2025 Cedarbrook Lodge, Seattle

$3250 per person

Join Karen Moawad, Dixie Robinson (from Dr. Bryan Horsley’s practice), and Kelsey Willman (from Dr. Mark Truman’s practice) for Hummingbird Associates’ Mastering Management: From Chaos to Clarity, a two-day course at the beautiful Cedarbrook Lodge in Seattle, WA.

Designed for orthodontists and their leadership teams, we will combine modern digital techniques with legacy operations as we cover the intricacies of operations, human resources, and everything in between. Appropriate for all experience levels, we will focus on new strategies to help leadership teams prepare for today's rapidly changing practice landscape.

Your registration fee includes breakfast, lunch, and dinner on Friday and breakfast and lunch on Saturday.

Note: Hotel accommodations are not included in your registration fee.

Email penny@hummingbirdassociates.com to register.

Agenda of Management Course

Foundations of Management:

Transitioning to manager
Developing your personal management style

Organizational Structure:

Organizational Structure: Breakdown- Management, leadership, and other roles
Choosing the Right Leadership/Management Team for Your Practice
Management Team Job Descriptions
Leadership Team Building
Site Managers
The right seat on the bus

Goal Setting and Strategic Management:

Approaches to goal setting
Setting goals with key people and the team
Strategic management
Defining core values and vision and aligning them with your strategy
Planning your year in advance
Workflow Redesign for Efficiency
Change Management

Time Management

Time management strategies

KPIs and Tracking

What should you be tracking as a manager
Budgeting and Costs
Profit and Loss
Quick Books
Reports to utilize
Asana board favorites

People Management:

Hiring for growth- don’t wait!
Recruiting Strategies
Classified Ads
Telephone Pre-Screening
Candidate Scorecards
Interview Questions
Interviewing Guidelines
Testing
Conditional Job Offer
Drug and Alcohol Policy
Job Descriptions
Hiring/Onboarding- best practices for employees
Hiring/Onboarding - best practices for Associate
Compensation and Incentives
Raise Calculation
Onboarding and Training for Success
Benefits -- Employee Contract for Orthodontic Treatment
Uniforms and Uniform Policies
Management of a Call Center
New Positions to Consider
Performance Improvement Plans

Training, Reviews, and Feedback:

Training new employees
Running effective meetings: handling interruptions, agendas, etc
Training Tools
Performance management: 30,60,90, 6 month, annual reviews
Delivering feedback and criticism
Conflict management
Listening
Communication: personality types
Verbal Skills
Challenging Situation
Delivering and Documenting Warnings
Frito-Lay Day
Separation and Release Strategies

Culture of Caring:

Building a culture of caring
Mattering: Mattering exercise
Why humility matters: Share how caring matters, share messages from employees

Team Building:

How to Avoid Burnout and Improve Employee Satisfaction
Motivating the team
Team building ideas
Yearly theme
Building Retention Strategies and Career Paths for Employees
Practical and Effective Employee Development Strategies
Structure of morning huddle (center around annual theme)
Team meetings (center around annual theme)
Team goals (Smile Assurance etc)
One-on-one check ins outside of reviews. Meet to Learn

Investing in Yourself:

Personal development
Self-management
Stress management
Maximizing happiness as a leader

Communication Between Leadership Team and Employees:

Newsletter
Meetings
Meeting Templates
Strategic Plan

Upcoming STUDY CLUB III

THURSDAY, JANUARY 22, 2026
7:00-9:00PM
FRIDAY, JANUARY 23, 2026
7:00AM-10:00PM SATURDAY, JANUARY 24, 2026
7:00AM-5:00PM

Grand Hyatt DFW Dallas Airport, Concourse D

Upcoming STUDY CLUB II

THURSDAY, SEPTEMBER 17, 2026 7:00-9:00PM
FRIDAY, SEPTEMBER 18, 2026
7:00AM-10:00PM SATURDAY, SEPTEMBER 19, 2026 7:00AM-5:00PM

The Proper Hotel, 600 W 2nd St, Austin, TX 78701

Hummingbird Associates is honored to host two annual study clubs by invitation only which focus on sharing wisdom, problem-solving, and discussing new solutions in orthodontics. Clients invited into one of the study clubs must demonstrate ingenuity, innovation, and a willingness to share. These meetings fuel What’s App messaging all year long among the members.