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The glass atrium at the Gaylord Texan
greyfinch
MEET
UP
2027
1st Annual User Group Meetup

Levelupyour practice.Live it upin Texas.

Bring your team to the Gaylord Texan for two days of training, 1:1 help and fun, then head home with a practice that runs better on Monday.

Register now$595 early-bird price through 11/20. Regular $895.
Fri Feb 19 to Sat Feb 20, 2027Gaylord Texan, Grapevine, TX10 minutes from DFW
1:1 time with our experts, in your own account
Get ahead on AI in your practice
Get more from what you already pay for
Have fun with your team and ours!
The event

Two days with the practices that run on Greyfinch

Come for two days, leave with a team that’s refreshed and runs your practice better on Monday.

Swap ideas with peers who run on Greyfinch every day, from new-patient follow-up to a packed Monday schedule. Bring your trickiest problems and get them solved for good. Then celebrate with the Greyfinch team at the Friday night party.

Your team comes home using more of what you already pay for.

A welcome from our President

Hear it fromJake

Greyfinch President

Greyfinch President Jake Gulick on why we’re bringing the practices that run on Greyfinch together in Grapevine.

Schedule

Thursday night toSaturday at noon

Thursday

Feb 18

Fly into DFW, check in, and kick things off at the welcome reception from 5 to 7 PM, with complimentary drinks and appetizers. Yeehaw!

Friday

Feb 19

The full day. Kickoff, the featured keynote, workshops by role, the doctor track, and The Nest. Breakfast, lunch and a snack are on us, then the Friday night party with the whole Greyfinch community, complimentary drinks and appetizers. Bring your boots!

Saturday

Feb 20

Breakfast, then morning workshops and The Nest Sessions. The program wraps at noon.

The Gaylord Texan’s glass atrium Aerial view of the Gaylord Texan The Gaylord Texan at dusk The Gaylord Texan through the trees The Gaylord Texan across the pond The Gaylord Texan from Lake Grapevine Inside the Gaylord Texan atrium Silver Bar in the atrium Courtyard dining under string lights
Venue

It’s February.It’s72 degreesinside.

The Gaylord Texan sits on Lake Grapevine, only 10 minutes from DFW. Your room, the sessions, the party, and the spa are all at the same incredible venue.

  • 4.5 acres of indoor gardens under glass, kept at 72 degrees.
  • A mini Riverwalk and an Alamo replica, under a giant Texas star in the roof.
  • Restaurants and bars on site, plus the Relâche Spa.
  • Historic Downtown Grapevine is a few minutes away if you stay through Saturday.

Discounted Room Block

Limited discounted rooms at the resort, from $299 a night.

Book the hotel

Getting there

Fly into DFW. The resort is only 10 minutes away by rideshare or taxi.

Get directions
Who it’s for

A reason forevery role.

Every workshop is open to every attendee, so your team can split up or stick together.

01

Doctors and owners

Get your team trained in person on the tools you already pay for. Plus a doctor track, a doctor panel with peers who run on Greyfinch, and Jake’s kickoff on where Greyfinch and AI are headed.

02

Treatment coordinators

Stop letting leads slip. A new-patient workshop with TCs from other Greyfinch practices on leads, online forms, and follow-up in the Automation Hub.

03

Front desk

Fewer scheduling headaches. A hands-on scheduling workshop.

04

The Nest

For every role. A 1:1 working session with our experts in your own account. Bring the workflow that’s been bugging you and fly home with it fixed.

05

Office managers

A Tasks workshop you can bring back to the whole office.

06

Clinical team

Close the gaps in your chairside workflow with an Align iTero workflow session.

07

Billing team

Find the money left on the table. A Rev Cycle workshop and a Ledger overview.

Why should you go?

A trained team and a trip to remember

Get Trained

Hands-on workshops for every role, a doctor track, and real AI use cases you can bring home.

Get It Done

Bring your laptop for 1:1 working sessions with our experts in The Nest so you hit the ground running on Monday.

Get Connected

Meet like-minded orthodontists who run on Greyfinch. Compare notes on what’s working at the receptions and panels, and go home with peers you can call.

Get Recharged

Time away with your team at a resort that’s as fun as it is relaxing, with surprises all weekend.

greyfinch
The
Nest
Sessions run Friday and Saturday, by appointment. Time slots available soon!
The Nest

Fly in with a problem. Fly home with it fixed.

A 1:1 working session with our experts on your own account. Bring the workflow that’s been bugging you, or find a new way to improve your practice. We’ll set it up together before you head home.

Coming in February

Something new ishatching

We’ve been building a new way to put AI to work in your practice, so your team spends less time on admin and more time with patients. Meetup attendees see it first.

Register now
Speakers

Our All-star lineup comes into focus soon

Big ideas from industry leaders, peer doctors on stage, and workshops led by the trainers your team already knows. We’ll reveal each name here as it’s confirmed.

Dr. Farah KarThe OrthoQueen
Featured speaker

Dr. Farnaz (Farah) Kar

“The Ortho Queen.” Board-certified orthodontist and owner of Mojo Ortho in Atlanta, a Greyfinch practice, with 25k followers on socialTechnology with a Human Touch: Designing an Orthodontic Experience That Feels Like You
About the talk

How to use technology to make the patient experience more personal, not just more efficient, and carry your practice’s culture, brand and personality into every patient interaction. Mojo Ortho is the worked example.

You’ll leave able to
  1. Spot the moments in the orthodontic journey where the patient and family experience can improve.
  2. Use technology for personalization and stronger relationships, not only automation.
  3. Apply tools like Mojo to express your practice’s identity and deliver a consistent, differentiated experience.
Jon HarmelingFrontline AI
Featured keynote

Jon Harmeling

Author of the book Frontline AI Leadership, Chick-fil-A Operator in Miami Shores, Army veteran, and West Point graduate and former instructorFrontline AI Leadership: Machines do. Managers decide. Leaders develop.
About the talk

Practical AI for the people who lead your team. Jon shows how to use AI to free up time, strengthen judgment and develop people, drawn from running his own restaurant. The point is what you do with the time AI gives back: put it into your people.

You’ll leave able to
  1. Use AI to prepare, and keep ownership of the decision.
  2. Prepare better coaching, recognition and feedback conversations.
  3. Build a practical 30-day plan to help one person on your team grow.
Jake GulickPanelists revealed soon
Doctor panel

Hosted by Greyfinch President Jake Gulick

Peer doctors who run on Greyfinch share what’s working in their practices, then take your questions
Reveal coming
Workshops by role

Taught by Greyfinch trainers

The team on site

Meet the team

Meet the Greyfinch team, including the trainers and support folks your team works with today. Put a face to the name, then put them to work in The Nest.

Register now
The Greyfinch team at the Greyfinch office
Early bird
$595$895
Early-bird price through 11/20Regular price $895Registration closes Feb 5, 2027
Register now
Pricing

One price for doctors and staff

Your ticket includes

  • Every session and workshop
  • Booking for The Nest
  • The Thursday welcome reception and Friday night party, with drinks and appetizers
  • Breakfast, lunch and a snack on Friday, and breakfast on Saturday
Hotel and travel are booked on your own. Room block rates start at $299 a night. Book the hotel
For your doctor

Ask your doctorwith this note

Copy it, fill in the blanks, and send it. Suggested team: doctor, treatment coordinator, front desk, and office manager.

Dr. [Name], I’d like to go to Greyfinch Meetup 2027, Feb 19 to 20 at the Gaylord Texan near DFW. I’d take the [role] workshops and book a 1:1 with the Greyfinch team to work on [our biggest headache] in our own account. We’d come back using more of what we already pay for, with real ideas for using AI to cut our admin work. The early-bird ticket is $595. Friday is the only full day out of the office. I’d fly in Thursday and be done Saturday at noon. Here’s the page: [link]. Can we talk about it this week? [Your name]

See you inGrapevine

Bring your team for $595 each at the early-bird price. Registration closes Feb 5, 2027.

Register now
FAQ

Questions, answered

Who is the Meetup for?

Mainly practices that run on Greyfinch. Bring your doctors and your staff: treatment coordinators, front desk, office managers, clinical, and billing.

Can I come if my practice doesn’t run on Greyfinch?

Yes, if you’re curious about Greyfinch. Come see it for yourself: talk with practices that already run on it and ask our team anything. Reach out to us for an invite.

Is it the same price for doctors and staff?

Yes. Every attendee pays $595 at the early-bird price, or $895 after.

What does my ticket include?

Every session and workshop, booking for The Nest, the Thursday welcome reception and Friday night party with drinks and appetizers, breakfast, lunch and a snack on Friday, and breakfast on Saturday.

What is The Nest?

A 45-minute 1:1 with one of our experts, working in your own account. Sessions run Friday and Saturday, by appointment.

Will you cover AI?

Yes. Doctors and staff will see practical ways to use AI in practice operations and the patient experience, plus a first look at something new we’re building.

Do I sign up for workshops?

No. Every session is open to every attendee. The Nest is the only thing you book.

What should I bring?

Your laptop, your Greyfinch login, and a short list of what you want to fix or set up.

When should I arrive and leave?

Arrive Thursday, Feb 18, in time for the welcome reception. The program wraps Saturday, Feb 20, at noon.

How do I get there?

Fly into DFW. The Gaylord Texan is about 10 minutes away by rideshare or taxi.

Where should I stay?

At the Gaylord Texan. We have a limited block of discounted rooms from $299 a night: book your room here.

When does registration close?

Feb 5, 2027.

Feb 19 to 20 · $595Register