Wednesday, September 14, 2016

8:00 am - 5:00 pm

CAO Board of Directors


Thursday, September 15, 2016

7:30 am - 3:30 pm

CFAO Golf Tournament

9:00 am – 2:00 pm

CCGOPD Educators Meeting

6:00 pm – 7:30 pm

President's Welcome Reception

8:00 pm – 11:00 pm

CAO "Suds By the Sea"


Friday, September 16, 2016

7:00 am - 8:45 am

Past Presidents' Breakfast

7:30 am - 8:45 am

Round Table Breakfast Presentations
For Orthodontists
For Orthodontists, Clinical & Administrative Staff


1. Treatment Class II with Clear Aligners. Molar distalization or bite jump? #
Dr. Tarek El-Bialy, PhD, FRCD( C), EMA, ABO, Univ. of Alberta, Edmonton, AB

Presentation to show how to differentiate between cases that upper molar distalization is needed and/or forward bite jump is needed in growing and non-growing patients. Diagnostic criteria and treatment set-up.

2. Invisalign - The Future is Clear *
Dr. Luis Piedade, BSc, DDS, MSc, FRCD(C), Cambridge, ON

A review of many malocclusions treated with aligners with finishes, as good or better than braces.

3. Case Study and Discussion *
Dr. Stan Waese, DDS Dip. Orthodontics, Toronto, ON

Case where upper second molars did not line up with upper first molars; braces on buccal not doing the job. Discussion of resolution and other possibilities.

4. The Corporatization of Dentistry in Canada *
Dr. Jordan Seetner, DMD, BSc., Tufts University

How will it affect orthodontics? What are the pros and cons? How will you adjust your practice accordingly?

5. Contribution Margin Ratio – Your Most Important Number *
Dr. Lorne Kamelchuk, DDS, MSc, DOrtho, FRCD(C), Calgary, AB

If you've ever wondered why 'success' can elude an otherwise busy practice, then this is the discussion you won't want to miss!

6. Are Employee Human Resource Documents Really Important? #
Ms. Melody Baldry, Align Orthodontics, Edmonton, AB

Understanding why and what written and signed employee HR documents are important to your Practice. (Employee Agreements, Employee Handbooks, Practice Policies)

7. Practice Transition - A Conversation about Buying or Selling a Practice *
Dr. Robert Hatheway BSc, DDS, Dip Ortho - Fredericton, NB

Dr. Hatheway has negotiated to purchase seven orthodontic practices over his 20 year career. Not all negotiations resulted in a completed transaction however. The objective of this RTB is to discuss what works, what doesn't and share the presenter's personal experience.

8. Orthognathic Surgery and Invisalign *
Dr. Dan Stuart, DDS, MSc, FRCD( C), Two Clinics in Greater Halifax, NS

Dr. Dan Stuart and Dr. Sarah Davidson designed a surgical protocol that does not need TADs, uses no surgical screws and no Vivera retainers. See difficult cases and learn how they convinced their local oral surgeons this was the future. *

8:00 am - 8:45 am

Networking Continental Breakfast (Exhibit Hall)

9:00 am - 5:00 pm

Lecture 1: – Class II Division 1 Malocclusion without Extractions - Molar Distalization with Sliding Mechanics – Dr. Hugo De Clerck


Friday, September 16, 2016
9:00 am – 5:00 pm


The main advantage of skeletal anchorage by modified miniplates is their fixation at a distance from the dental arch. This makes them very suitable for distal movement of the complete upper arch in class II treatment without extraction of premolars. This can be done by sliding mechanics along light archwires by simultaneous 'en masse' retraction of small or large groups of teeth. For optimal efficiency good control of the vertical dimension is needed.

Furthermore miniplates resist better to high discontinuous forces than miniscrews do. Therefore they can be used for intermaxillary orthopedic traction. Class III elastics can be fixed between Bollard anchors on the skeletal base of the maxilla and mandible of young growing patients. Can the growth of the maxilla and/or mandible be stimulated, restricted or redirected? Which biomechanical approach should be used? The results of this continuous pure orthopedic traction will be discussed based on a Cone-beam CT at T1 and T2 registered on the anterior cranial base. The outcome will be compared to a control group and face mask orthopedics.

Lecture 1: Class II Division 1 malocclusion without extractions – Molar distalization with sliding mechanics: tooth by tooth or 'en masse' movement

Lecture 2: Class II Division 2 malocclusion without extractions: an alternative for orthognathic surgery? Surgical procedure for Bollard miniplate insertions and how to deal with complications.

Lecture 3: Class III orthopedics: principles and orthodontic protocol

Lecture 4: Class III orthopedics: treatment outcome

Dr. Hugo De Clerck, DMD, PhD

Hugo De Clerck is a graduate of the Rijksuniversiteit Gent's orthodontic program; he received his PhD in 1986 and he maintains a private practice in Brussels. He received the European Research Essay Award in 1988 and his research team received the Dewel Award in 2011 from the AAO. He was Professor and Chairperson of the Department of Orthodontics at the Université Catholique de Louvain from 1989 to 2006. Currently he's an Adjunct Professor at the University of North Carolina at Chapel Hill. He's a former President of the Belgian Orthodontic Society and Fellow of the Royal College of Surgeons of England. His main research interests are in skeletal anchorage, biomechanics and orthopedics. He has lectured extensively on these topics.


10:15 am - 10:45 am


10:45 am - 12:00 pm

Lecture 2: – Class II Division 2 Malocclusion without Extractions: An Alternative for Orthognathic Surgery?

12:00 pm - 2:00 pm

Lunch in Exhibit Hall

12:15 pm - 2:00 pm

New & Younger Members' Luncheon
The Rise of Corporate Dentistry in Canada: The Force Awakens?
– Mr. Marco Dolfi


Friday, September 16, 2016
12:15 pm- 2:00 pm

New & Younger Members' Luncheon
The Rise of Corporate Dentistry in Canada: The Force Awakens?

The marketplace for dental practices in Canada is undergoing change at a rapid pace, and traditional "hands on" owners are feeling increased competition from investor-dentists owning multiple practices and alternative business arrangements involving corporations with non-dentist investors. For lack of a better name, these alternative business arrangements are often identified as "corporate dentistry", a term which is somewhat confusing given the fact that most dentists operating in Canada have chosen to incorporate their dental practices.

So who are these "corporates"? A faceless empire set to take over dentistry in Canada or a force for change that is raising the bar on patient care? We will review the rise of corporate dentistry and critically examine some of the issues surrounding business arrangements with non-dentists and what those arrangements could mean for the future of dentistry in Canada."

Mr. Marco Dolfi

Marco Dolfi is a lawyer practicing with Miller Canfield LLP in Ontario. His practice focuses on health care services with an emphasis on dental practice sales and acquisitions, regulatory compliance and practice structures. He has represented individual dentists, investor-dentists and corporate groups working with dentists in alternative business arrangements. Most recently he has been engaged by a corporate group to assist with structuring alternative business arrangements with dentists, and to act as external counsel to facilitate the acquisition of dental practices in every province and at least one territory in Canada.


2:00 pm - 2:10 pm

Smiles for Canada – Dr. Stephen Roth

2:10 pm - 3:15 pm

Lecture 3: – Class III Orthopedics: Principles and Orthodontic Protocol

3:15 pm - 3:45 pm


3:45 pm - 5:00 pm

Lecture 4: – Class III Orthopedics: Treatment Outcome

7:00 pm - 11:00 pm

President's Awards Banquet: "CAO BEACH BASH"


Saturday, September 17, 2016

7:00 am - 8:30 am


8:45 am - 10:15 am

Latest Advances in Canadian Orthodontic Research


Canada has six outstanding post graduate Orthodontic programs which have achieved international recognition for their published areas of research. The CAO is proud to support and promote their ongoing research projects which continue to expand our knowledge of core orthodontic principles and improve the efficiency and level of care that orthodontists provide to their patients.

In this symposium program, a post graduate student from each Canadian Orthodontic institution will present a short summary abstract of his/her current research project. A Q & A will be available for delegates to ask questions after each presentation.


10:15 am - 10:45 am


10:45 am - 12:00 pm

Using Profitability as a Guide for Strategic Practice
Management and a Marketing Plan
– Dr. Robert Haeger


Saturday, September 17, 2016
10:45 am – 12:00 pm / 2:00 pm – 3:00 pm


The focus of the lecture will be to think big picture, creating a business model for sustainability, and managing for profitability. The speaker will provide an overview where the orthodontic market is going, financial implications of various clinical techniques, employee management numbers and finish with how to set up a strategic marketing plan.

Dr. Robert Haeger, PhD, FRCD(C)†

Education: MS Orthodontics. University of Illinois at Chicago, 1989 DDS Dental Degree. University of Michigan, 1987

Honors and Awards:

  • 2011- Present. Adjunct Professor in Orthodontics at UOP.
  • 2013 Truenortho. Established a company that analyzes orthodontic practices around the world making statistical based recommendations for increased rofitability of each.
  • 2005 to current. Contributing editor for the Journal of Clinical Orthodontics (JCO).
  • 2009. Martin "Bud" Schulman Award. The award is given to a single recipient each year as representing the values of sharing and contributing to the profession of orthodontics.
  • 2000. American Board of Orthodontics – ABO.

Research Publications:

  • Haeger, Robert S. and Zuelke, Paul. "Defining Starts and Status Codes for Actionable Analytics".
    Journal of Clinical Orthodontics. Mar, 2015. pp 191-194.
  • Haeger, Robert S. "Analyzing Clinical Metrics of Indirect Bonding and Self-ligating Brackets".
    Journal of Clinical Orthodontics. Jan, 2015. pp 49-52.
  • Haeger, Robert S. and McGill, John K. "Strategic Financial Statements for Better Practice Management".
    Journal of Clinical Orthodontics. Dec, 2014. pp 703-709.
  • Haeger, Robert S. "Establishing an Optimal Pricing Strategy for Your Practice".
    Journal of Clinical Orthodontics. Sept, 2014. pp 563-567.
  • Haeger, Robert S. and Colberg, Roger T. "A Strategic Orthodontic Marketing Plan, Part 3".
    Journal of Clinical Orthodontics. Feb, 2013. pp 109-114.
  • Haeger, Robert S. and Colberg, Roger T. "A Strategic Orthodontic Marketing Plan, Part 2".
    Journal of Clinical Orthodontics. Jan, 2013. pp 31-40.

Invited Lectures and presentations:

  • 2014 AAO Annual Session lecture "Pricing for profits and performance."
  • 2004-2012 Surveyed, analyzed and presented the data for understanding best practices in orthodontics within the Schulman Study Group.
  • 2009 Presented to the Pacific Northwest Periodontics Study group regarding TAD's
  • 2008 & 2012 Practice management presentations to University of Washington orthodontic residents about current trends in orthodontics.

Memberships in Professional Organizations

  • 1989 – current. AAO, PCSO, WSSO, ADA, WSDA, SKCDS
  • 1993–2015. Various Orthodontic study groups

Denotes financial and/or beneficial interest


12:00 pm - 2:00 pm

Lunch in Exhibit Hall

12:00 pm - 12:30 pm

Posterboard Viewing

12:30 pm - 2:30 pm

CAO Board of Directors

2:00 pm - 3:00 pm

Dr. Robert Haeger Cont'd

3:00 pm - 3:30 pm


3:30 pm - 5:00 pm

Financial Fitness Vital Signs for Your Practice – Ms. Jackie Shoemaker


Saturday, September 17, 2016
3:30 pm – 5:00 pm


Accounting is defined as "a process of identifying, measuring and communicating financial information to permit informed judgments and decisions". In this presentation, Jackie Shoemaker will apply that definition to your practice so you can gain an understanding of orthodontic accounting. You will learn how to accurately measure the vital signs that indicate a practice's financial fitness and gain the knowledge to make more informed financial decisions in your practice. More specifically we will:

  • Define the components of production, collections, and adjustments
  • Review possible distortions in these definitions through an understanding of practice management system nuances
  • Ensure accuracy in accounting figures, how they are input, and how they are reported
  • Identify warning signs and symptoms that could lead to financial deficiencies
  • Determine ways to enhance your financial fitness based on the performance of your practice

Ms. Jackie M. Shoemaker †

A financial strategist for patient accounting with over 30 years of experience in orthodontics, Jackie has been instrumental in enabling orthodontists to develop more satisfying and profitable practices through increasing income and improving staff financial skills. She has become an authority in maximizing cash flow while maintaining generally accepted accounting principles by utilizing a unique combination of her accounting degree, foundation in corporate accounting, and hands-on experience with the world of orthodontic practice management systems. This also makes her a valuable liaison between your practice and your CPA, as she covers the accounting areas and software nuances which are beyond their scope. Jackie shares her invaluable knowledge with a contagious energy and passion for her area of expertise!

Denotes financial and/or beneficial interest


5:00 pm - 7:00 pm Alumni Receptions

Preliminary Program

Click here to download the
PDF file of the
Preliminary Program.

  Alternatively, you can view
the flip book version on the right.
(click center of program to
view full screen)


Delegates are encouraged to visit the exhibits in the 
Exhibit Hall and view the latest developments in the field.


© 2017 Canadian Association of Orthodontists | Association canadienne des orthodontistes