May 15-16,
2026
June 5-6,
2026
Systems, Leadership, and Mindset Built With You, Not Just For You
A 2-Day Hands-On Event with Cassie Kellner & Lindsay Quinn
Hosted in San Diego | 20 Practices Only
You’re not just taking notes…
You’re building.
Most events talk about what you should do. The Ortho Society helps you actually do it.
Over 2 days, you'll work alongside Cassie Kellner and Lindsay Quinn to build the systems your practice needs - in real time. You'll walk away with AI Systems ready to use, Asana workflows set up, your CEO Dashboard customized, and a 12-month implementation roadmap.
This isn't theory. This is hands-on implementation.
Your team is empowered. Your systems run whether you're there or not. Your leadership is proactive. You have full financial visibility. AI saves you hours every week. And you lead with clarity and intention, not stress and reaction.
Most practices know what they should be doing. The gap isn't knowledge - it's implementation.
The Ortho Society closes that gap. We build your systems together.
When
May 15-16 or June 5-6, 2026
Where
San Diego, California
Investment
$2,980 Per Person
Capacity
Limited to 20 Practices
Meet Cassie and Lindsay:
20 years each. Two experts.
Hands-on implementation.
Cassie Kellner and Lindsay Quinn met at Dr. Rick McLaughlin's office in San Diego two decades ago. Before founding their own firms, they consulted at one of the industry's most elite consulting firms for nearly 10 years, working hands-on with hundreds of practices.
They don't just advise. They implement.
The Ortho Society is designed the same way: Systems + Leadership + Mindset, built together in real time.
Lindsay Quinn | Heartwise Collective
Operations, financials, new patient systems, CEO dashboards, AI setup
The Implementation Partner: She'll build your systems with you, not just tell you how
Focuses on mindset shifts that make strategy actually work
Cassie Kellner | Everbloom
The Asana Expert: She'll help you set up your workflows during the event
SOP Frameworks and practice playbooks
Focuses on mindset, intention, and building leaders
Team growth, culture building, and leadership development
Together: Systems, Leadership, and Mindset. Built with you, not just for you.
✓ Growth & Training Paths
✓ Team Scorecards
✓ Quarterly Strategy Structure
✓ 12-Month Roadmap
✓ Custom AI Systems
✓ Asana Workflows
✓ CEO Dashboard
✓ SOP Frameworks
What You'll Build
How it Works
2 Days of Workshop-Style Implementation
Day 1 Sneak Peek
Learn From Us & Build Your Systems
Custom AI Systems & Automations
CEO Dashboards
Tailored Asana workflows
Advanced Asana functionality
SOP creation frameworks
Training paths & team scorecards
Culture & leadership frameworks
Build your 12-month roadmap
Day 2 Sneak Peek
Lindsay & Cassie will facilitate and lead powerful conversations around:
Your biggest operational challenge—get solutions from 19 other practices
What's working (and what's not) in your practice
Peer problem-solving on real issues (team dynamics, conversion struggles, marketing solutions)
Best practices exchange (learn what's actually working in practices like yours)
What’s Included
2 full days of hands-on implementation
Work directly with Cassie & Lindsay to build your systems
Pre-built templates you'll customize during the event
Breaks and Lunch
Ongoing community access
Laptop required (we're building together)
The Ortho Society:
$2,980
Building these systems with Cassie & Lindsay individually:
$21,000-33,000+
The Ortho Society is Designed For…
✓ $1M-$6M+ practices
✓ 10-25+ team members
✓ 1-3 locations
✓ Teams ready to BUILD, not just learn
✗ Not for practices who just want to take notes
✗ Not for teams without doctor buy-in
When
May 15-16 or June 5-6, 2026
Where
San Diego, California
Investment
$2,980 Per Person
Capacity
Limited to 20 Practices
How to Apply
01
Submit application (5-7 min)
02
Cassie & Lindsay review (3 business days)
03
If accepted, secure spot (48 hours)
04
Receive pre-event prep (2 weeks before)
Ready to Build?
Stop collecting ideas. Start building systems. Work with Cassie & Lindsay to build the operational infrastructure, leadership frameworks, and mindset that match your clinical excellence.