Schulman Group Members at Duke’s Fuqua School of Business for Align Technology’s Digital Practice Accelerator Program

The Schulman Group 2025 Annual Meeting recently took place at the Ritz-Carlton on Amelia Island, Florida, bringing orthodontists together. This video shows why being a Schulman Group member matters. It’s a chance to meet and learn things you didn’t even know you were missing. You stay independent, but the real value is in the group—members who get what you’re going through help each other out, share tips, and keep improving. It’s about growing your practice and yourself, with a solid community behind you.

Dr. Sean Holliday had never heard of the Schulman Group when he found himself frustrated with the trajectory of his practice. Like many orthodontists, he was working hard but felt like something was missing—he just wasn’t sure what. Running a successful practice is more than just great clinical skills; it requires smart business strategies, operational efficiency, and the right support system. That’s where the Schulman Group made all the difference. One of the biggest challenges for any practice owner is realizing what they don’t yet know. Without access to high-level practices and proven business strategies, it’s easy to feel stuck. Dr. Holliday quickly saw that the Schulman Group operates on a different level, providing orthodontists with a network of top-tier professionals who share insights, strategies, and solutions that elevate not just practices but lives. Through the Schulman Group, Dr. Holliday gained access to a community of the best and brightest in orthodontics, learning from those who have successfully navigated the same challenges he faced. The ability to collaborate with industry-leading peers, share knowledge without fear of competition, and implement proven business strategies helped him transform his practice and regain control over its future.  If you’re feeling stuck or unsure of how to take your practice to the next level, the Schulman Group offers the tools, insights, and network to help you grow. Success isn’t just about working harder—it’s about working smarter with the right people by your side. Take the first step toward setting your practice and life on the right path.

The Schulman Group has always been about celebrating excellence, innovation, and leadership in orthodontics. One of the most prestigious honors within our community is the Martin “Bud” Schulman Achievement Award , presented annually to an orthodontist who has made a significant impact on the science of orthodontics, the delivery of treatment, or the financial management of orthodontic practices. This year, we recognize Dr. Bret Freedman, a dedicated leader whose contributions continue to elevate the profession. A Career of Dedication and Innovation Dr. Bret Freedman’s journey in orthodontics began in Sandy Springs, Georgia, where he grew up just down the street from Village Orthodontics. After excelling academically at Woodward Academy, he took his education north, attending the University of Michigan, Ann Arbor, where he earned a Bachelor of Arts in Economics with a pre-med focus. Following in the footsteps of his father and grandfather, he pursued a career in dentistry, earning his Doctorate of Dental Medicine from the Medical College of Georgia, where he graduated at the top of his class. Dr. Freedman further honed his expertise by earning an Orthodontic Specialty Certificate from Vanderbilt University Medical Center, where he later served as a part-time clinical assistant faculty member. His career has been marked by a passion for education, innovation, and the advancement of orthodontics, making him an ideal recipient of this distinguished award. Leading the Future of Orthodontic Technology Beyond clinical excellence, Dr. Freedman is known for his enthusiasm for technology and innovation. A self-proclaimed tech advocate, he is always exploring advancements that enhance both patient care and practice efficiency. He frequently tests new products and provides valuable insights to orthodontic and dental companies, helping shape the future of the industry. His dedication to staying ahead of technological trends has made him a respected voice in orthodontics, blending practical experience with forward-thinking solutions. Outside of his professional life, Bret and his wife, Amy, are proud parents to Hannah, Jonah, and Leah. His ability to balance leadership, education, and family is a testament to his commitment to both his personal and professional communities. A Well-Deserved Honor Dr. Freedman’s contributions to orthodontics reflect the core values of the Schulman Group—excellence, innovation, and the power of shared knowledge. His dedication to advancing the field while supporting his peers embodies what the Schulman Achievement Award represents. Congratulations to Dr. Bret Freedman on this well-deserved recognition.

Set Your Practice Up for Growth in 2025

Dr. Robert Bray shares how the Schulman Group uniquely empowers orthodontists to maintain full ownership of their practices while accessing elite-level support often associated with DSOs and OSOs. Members gain access to high-value resources like shared services, financial guidance, and marketing insights that help optimize operations, reduce costs, and enhance patient care. This strategic support positions practices to thrive in a competitive environment without sacrificing independence or control.  A key benefit of Schulman Group membership is the strong culture of mentorship and knowledge-sharing among peers. Experienced members collaborate with newer doctors, facilitating the transfer of real-world insights and proven strategies that improve practice performance across the board. This collaborative environment fosters a sense of community where members can freely exchange ideas, overcome challenges, and refine their business skills together. For orthodontists seeking a balance of autonomy and advanced support, the Schulman Group provides a comprehensive path to lasting professional growth and success.

Dr. Paul Upatham shares how joining the Schulman Group has motivated him to elevate his business skills, recognizing that membership goes beyond just improving his practice—it’s a pathway to enhancing his entire life. Through access to invaluable resources, peer support, and the group’s extensive knowledge base, Dr. Upatham sees a unique opportunity to grow both professionally and personally, setting new standards for success. Membership in the Schulman Group offers orthodontists a rare combination of autonomy and support, allowing them to retain full ownership and control of their practices while enjoying the advantages typically associated with DSOs and OSOs. Members gain access to top-tier resources and shared services, which can streamline operations and reduce overhead, helping practices run more efficiently. With exclusive access to industry insights, financial guidance, and marketing strategies, Schulman Group members are better equipped to thrive in a competitive landscape. The group’s extensive network of seasoned professionals fosters an environment where learning is constant, enabling members to hone their business skills and deliver exceptional patient care. Beyond business benefits, the Schulman Group emphasizes personal and professional growth in a collaborative, non-competitive environment. Members often form lasting connections with peers, creating a network that goes beyond business to offer genuine support, camaraderie, and mentorship. The wealth of shared knowledge, from clinical expertise to life balance strategies, empowers members to pursue their goals holistically, making strides not only in practice management but also in overall well-being. Through the Schulman Group, orthodontists find a comprehensive approach to success, one that enhances both their practices and their lives.

The Schulman Group is excited to announce the upcoming 2025 Annual Meeting, an exclusive event designed to bring together some of the most forward-thinking orthodontists in the industry. This year's event, taking place from Sunday, February 23rd to Thursday, February 27th at the Ritz-Carlton on Amelia Island, Florida, promises to be an extraordinary opportunity for members to engage in learning, collaboration, and networking. This annual meeting is a cornerstone event for the Schulman Group, offering a chance for members to immerse themselves in the latest advancements in orthodontics, technology, and practice management. With a carefully curated lineup of speakers and sessions, members will gain insights on digital transformation, artificial intelligence, and the evolving landscape of orthodontic practice. Whether you are a new member or a long-time participant, this event is designed to deliver value at every level of your career. Key Highlights of the 2025 Annual Meeting One of the most anticipated aspects of this year’s event is the keynote speaker, Dr. Anthony O'Driscoll, who will delve into the transformative impact of digital technology and AI on orthodontics. As the industry continues to adopt new technologies, Dr. O'Driscoll’s insights will be invaluable in helping orthodontists understand how these innovations can shape the future of their practices. Beyond the keynote, the meeting features a packed agenda of sessions that are not to be missed. Topics range from clinical efficiencies and investment tools to practice management strategies for orthodontists navigating the ever-changing landscape of patient care and business operations. Attendees will also benefit from dedicated presentations on the importance of scaling up practices, creating centralized systems, and making data-driven decisions through tools like Gaidge, a leading orthodontic analytics platform. For those looking to network, the event offers numerous opportunities, starting with the New Members Reception on Sunday evening, followed by various dine-around events and the closing cocktail party. These social gatherings provide the perfect setting to connect with colleagues, exchange ideas, and build lasting professional relationships. Why Attend the Schulman Group 2025 Annual Meeting? As a Schulman Group member, you have access to this exceptional event that offers not only world-class continuing education but also the chance to be part of an elite community of orthodontists. The Schulman Group is known for fostering collaboration and knowledge sharing among its members, and the annual meeting is where this community comes to life. Attendees will earn 12 continuing education credits, and every session is designed to provide practical insights that you can apply directly to your practice. Whether you are looking to improve clinical efficiencies, explore new business models, or adopt the latest technological advancements, this event is tailored to help you stay ahead in the field. A Preview of What's to Come Throughout the week, participants will hear from a variety of experts, including Schulman Group members themselves, who will present on innovations in their practices. With a mix of formal sessions, one-on-one meetings with preferred suppliers, and casual networking opportunities, this year’s meeting promises to be as informative as it is inspiring. Don’t miss out on the opportunity to be part of this dynamic event! The Schulman Group Annual Meeting continues to be a hallmark of professional growth, offering unparalleled access to cutting-edge education, industry leaders, and peer collaboration. For more information and to stay updated, visit our Schulman Group website. We can’t wait to see you there and experience, firsthand, the benefits of being a part of this incredible organization.

Feeling stuck with your practice? Ready to level up but unsure of the steps? Are consultants not giving you the full picture? Watch Dr. Sean Holliday discuss how the Schulman Group's geographic exclusivity helps members freely share insights and strategies. This unique approach enables elite orthodontic practitioners to openly collaborate without fear of competition, fostering an environment where real growth happens.  Schulman Group members gain access to top-tier resources, mentorship, and a network of accomplished peers who understand the nuances of running a successful practice. More than just a professional group, it’s a supportive community dedicated to patient care and clinical success, empowering members to reach new heights while retaining full control of their practices. By joining, orthodontists gain not only business insights but also a community committed to elevating each other’s success and enhancing their overall well-being.

n a recent conversation, Brant Napier from 3M Oral Care reflected on his interactions with Schulman Group members, sharing his thoughts on what makes the group stand out in the orthodontic industry. Brant noted that one of the key benefits of being part of the Schulman Group is the ability for members to maintain practice independence while still accessing the resources and support typically associated with larger organizations. He highlighted that Schulman Group’s approach allows its members to enjoy the advantages of collaboration, mentorship, and industry-leading partnerships without the need to relinquish ownership or control of their practices. This balance, according to Brant, is what makes the Schulman Group an appealing option for orthodontists who value independence. Brant also offered some encouraging advice to new and younger orthodontists. He mentioned that organizations like the Schulman Group provide a strong network of experienced professionals and valuable resources, which can be especially helpful for those looking to grow their practices while keeping ownership and decision-making in their hands. The Schulman Group’s commitment to its members’ autonomy, combined with its collaborative support, positions it as a valuable resource for orthodontists seeking long-term success in a rapidly evolving field.