American Alliance
of Orthopaedic Executives

February 10-11, 2027 · Virtual

Virtual AI Summit and Demo Days

AAOE AI Summit and Demo Days

Two days of peer-led education and live demos to help your practice adopt AI with confidence.

AAOE's member survey found two things holding practices back: staff worry about being replaced, and security concerns that stop projects before they start. This event takes on both. Hear from peers who have already brought AI into their practices about what worked and what didn't, then watch nine live product demos with the right questions in hand. Join for one day or both, and catch anything you miss on the recordings.

February 10-11, 2027 | 11:00 am - 5:00 pm ET | Virtual

Free for anyone working in an orthopedic practice. Please register with your work email.

Save your spot See the agenda

One registration, both days

One registration covers all six education sessions, every live demo, the vendor resources, the take-home toolkits, and the recordings.

Save your spot

Start here

Find your starting point

Live demos run both days, so whichever day you choose, you'll see the tools in action.

Day 1 · February 10

Just getting started?

Prepare your team, get past IT and security roadblocks, and learn how to vet AI companies before you sign anything.

✓Before the Tool: Preparing Your Team for AI

✓Getting Started When IT Says No

✓Vetting AI Solutions and AI Companies

Day 2 · February 11

Ready to scale?

Choose your next workflow to automate, spread adoption across the practice, and see what's coming before you lock in.

✓One Workflow at a Time: Choosing What to Automate Next

✓Across the Practice: Broad Adoption from Two Chairs

✓What Is Coming Next, and What Not to Lock In Now

Agenda

Agenda at a glance

All times ET.

Day 1 · Wednesday, February 10

11:00 am

Welcome and Event OverviewRoss Rigdon, MC

11:05 am

EducationBefore the Tool: Preparing Your Team for AIRear Admiral June Ryan and Dr. Lisa Patierne

12:10 pm

Live demoPatient access and intakeVendor to be announced

12:45 pm

EducationGetting Started When IT Says NoMichael McMahon

1:15 pm

BreakExtended break: browse vendor tiles and resources

1:45 pm

EducationPanel: Vetting AI Solutions and AI CompaniesScott Griffin, Carol Ittig, and Samantha Ziolkowski

2:30 pm

Live demoDocument and records processingVendor to be announced

3:05 pm

Live demoRevenue cycle and codingVendor to be announced

3:35 pm

BreakExtended break: browse vendor tiles and resources

4:05 pm

Live demoPrior authorizationVendor to be announced

4:40 pm

Day 1 Wrap-UpRoss Rigdon, MC

Day 2 · Thursday, February 11

11:00 am

Day 2 WelcomeRoss Rigdon, MC

11:05 am

EducationOne Workflow at a Time: Choosing What to Automate NextLacey Braun

11:40 am

Live demoClinical documentationVendor to be announced

12:15 pm

Live demoScheduling and capacityVendor to be announced

12:45 pm

BreakExtended break: browse vendor tiles and resources

1:15 pm

EducationAcross the Practice: Broad Adoption from Two ChairsAngeline Van Utrecht and John Reynolds

1:50 pm

Live demoAnalytics and decision supportVendor to be announced

2:25 pm

Live demoMarketing and patient acquisitionVendor to be announced

2:55 pm

BreakExtended break: browse vendor tiles and resources

3:25 pm

EducationWhat Is Coming Next, and What Not to Lock In NowSpeaker to be announced

4:00 pm

Live demoCategory to be announcedVendor to be announced

4:35 pm

Event Wrap-UpRoss Rigdon, MC

Your host

Ross Rigdon

Chief Operating Officer, Raleigh Orthopaedic Clinic

Ross will welcome you each day, guide you between sessions and demos, and moderate Q&A.

Education sessions

Learn from peers who have already been through it

Each session ends with live Q&A and a resource your team can put to use right away.

Speakers

Rear Admiral June Ryan

CEO and Founder, June Ryan Global Solutions

Dr. Lisa Patierne

Leadership Consultant and Founder, Rising to Greatness

Session 1 · Virtual session

Before the Tool: Preparing Your Team for AI

February 10, 2027 | 11:05 am ET

Fear of being replaced was the concern members named most in AAOE's survey. Learn what to say to staff first, how to frame AI as workload relief, and where a person must stay in the decision path.

✓Take home: Staff communication plan and human-in-the-loop checklist

Learning objectives

After this session, you'll be able to:

Anticipate the staff concerns that surface most often when a practice introduces AI, and decide when to address them.
Frame an internal announcement around workload relief rather than staffing reduction.
Identify the points in a workflow where a person must stay in the decision path, and document them before go-live.
Plan for early adopters and late adopters on the same team without waiting for the slowest to agree.

Save your spot for February 10

Speaker

Michael McMahon, MS, MHA, ATC, CMPE

Orthopedic Clinic and Program Manager, Mammoth Hospital

Session 2 · Virtual session

Getting Started When IT Says No

February 10, 2027 | 12:45 pm ET

For practices at the very beginning: the first uses you can try without a vendor contract, personal accounts vs. secured deployments, and how a limited rollout moves IT from no to a trial.

✓Take home: A starter use-case list, a prompt library, or a one-page security brief for IT

Learning objectives

After this session, you'll be able to:

Identify the first two or three AI uses a practice can begin without a vendor contract.
Explain the difference between personal-account use of a general assistant and a secured organizational deployment.
Address the security objections an IT department raises first.
Structure a limited rollout that lets a skeptical team test a tool with the stakes kept low.

Save your spot for February 10

Speakers

Scott Griffin

CEO, Southern Bone & Joint

Carol Ittig, MBA, FACMPE

Practice Administrator, Children's Orthopaedic and Scoliosis Surgery Associates, LLP

Samantha Ziolkowski, MS-HSA

Chief Operating Officer, Vero Orthopaedics

Session 3 · Panel · Virtual session

Vetting AI Solutions and AI Companies

February 10, 2027 | 1:45 pm ET

Real stories of vendor relationships that went sideways: a product that wasn't live anywhere, software built without the security a practice needs, an implementation that mattered as much as the product, and a contract terminated after a private equity acquisition. Get the reference, security, and contract questions to ask, then put them to work in the demos that same afternoon.

✓Take home: AAOE Vendor Comparison Toolkit, updated for AI

Learning objectives

After this session, you'll be able to:

Ask the reference questions that reveal whether a product is live, and at what scale.
Evaluate how a company builds and secures its software, not only what the product claims to do.
Raise ownership change, contract terms, and security accountability before signing rather than after.
Score what you see in the demos using the AAOE Vendor Comparison Toolkit.

Save your spot for February 10

Speaker

Lacey Braun

Practice Administrator, Idaho Hand Center

Session 4 · Virtual session

One Workflow at a Time: Choosing What to Automate Next

February 11, 2027 | 11:05 am ET

With so many AI solutions available, how do you determine where automation will actually make a difference in your practice? Drawing on real-world experience implementing automation for referrals, phone systems, surgery scheduling, and other administrative processes, this session explores a practical approach to identifying workflows worth automating. Attendees will learn how to recognize repetitive, predictable tasks, understand where human involvement is still necessary, and evaluate the potential impact of automation. We'll also discuss lessons learned during implementation, including how automation can expose existing workflow gaps and create opportunities for staff education and process improvement. Rather than starting with technology, this session focuses on understanding the work and identifying where automation can create meaningful operational improvements.

✓Take home: Look at the Work: Workflow Opportunity Worksheet

Learning objectives

After this session, you'll be able to:

Identify repetitive, predictable workflows that may be good candidates for automation.
Evaluate where human judgment is necessary and where tasks can be automated.
Recognize common workflow exceptions and use them to improve processes and staff education.
Apply a practical framework to identify and prioritize your next automation opportunity.

Save your spot for February 11

Speakers

Angeline Van Utrecht, MHA

Director of Operations, Bone and Joint Institute of Tennessee

John Reynolds, MBA, FACMPE

CEO, Bone and Joint Institute of Tennessee

Session 5 · Virtual session

Across the Practice: Broad Adoption from Two Chairs

February 11, 2027 | 1:15 pm ET

An operations leader and a CEO from the same organization on how adoption spread, who moved first, what's still unfinished, and how security kept pace as the footprint grew.

✓Take home: Adoption roadmap and governance approach

Learning objectives

After this session, you'll be able to:

Describe how adoption spreads from one part of a practice to the rest, and in what order.
Bring late adopters along without holding the rest of the organization to their pace.
Compare where AI delivered against where the work is still unfinished, and say why.
Manage security and privacy as the number of tools and the volume of data grow.

Save your spot for February 11

Speaker

Speaker to be announced

Session 6 · Virtual session

What Is Coming Next, and What Not to Lock In Now

February 11, 2027 | 3:25 pm ET

Where AI capability is heading over the next 18 to 24 months, which categories are consolidating, and what that means for anything you sign this year.

✓Take home: Category watch list and multi-year contract questions

Learning objectives

After this session, you'll be able to:

Describe where AI capability in musculoskeletal practices is heading over the next 18 to 24 months.
Identify the product categories consolidating now and what that means for a current contract.
Determine what to put in place this year so the practice is ready for what arrives next.
Ask the contract questions that keep a practice from being locked into a category that is still moving.

Save your spot for February 11

Demo Days

See the tools in action

Nine AI vendors, one per category. The vetting panel runs ahead of eight of the nine demos, so you can put its questions to work the same afternoon. During the extended breaks, browse each vendor's tile and resources, or drop a business card to connect.

What to expect

20-minute live demo

Each vendor shows the product working, not a slide deck.

What to expect

10 minutes of Q&A

Ask the questions that matter to your practice, in real time.

What to expect

Vendor Comparison Toolkit

Score every demo with AAOE's toolkit, updated for AI tools and AI features in existing systems.

Demo categories and presenting vendors

Patient access and intake

Document and records processing

Revenue cycle and coding

Prior authorization

Clinical documentation

Scheduling and capacity

Analytics and decision support

Marketing and patient acquisition

Presenting vendors coming soon.

How it works

Join from anywhere

Save your spot

Registration covers both days. Your access link arrives the day before the event and again one hour before it starts.

Join live

Drop into any session or demo from 11:00 am to 5:00 pm ET and ask questions in real time. Google Chrome is recommended for the best experience.

Connect with vendors

During the extended breaks, browse vendor tiles and resources, or drop a business card to connect.

Registration

Save your spot

Registration covers both days. Your access link arrives the day before the event and again one hour before it starts.

February 10-11, 2027 | 11:00 am - 5:00 pm ET | Virtual | Registration closes February 9

Free for anyone working in an orthopedic practice. Please register with your work email.

Save your spot

For orthopedic practice leaders

Nine live demos. Bring your questions.

February 10-11, 2027 | 11:00 am - 5:00 pm ET | Virtual. Questions? Reach out to info@aaoe.net. For login or technical help, email support@matchboxvirtual.com.

Save your spot

FAQ

Frequently asked questions

Who should attend?

Practice administrators and managers, plus the people you'd want in the room with you: IT leads, revenue cycle managers, operations staff, and front-office supervisors. Whether your practice is just starting with AI or already scaling it, there's a session built for where you are.

Is there a cost to attend?

No. The AI Summit is free for AAOE members and nonmembers working in an orthopedic practice or practice setting.

Can vendors or solution providers register?

No. This event is open only to people working in orthopedic practices. Presenting vendors attend their own demo only.

Why do I need to use my work email?

It helps us confirm you're with a practice. If you register with a personal email such as Gmail, the AAOE team will follow up to confirm before the event.

I'm just getting started with AI. Is this for me?

Absolutely. Getting Started When IT Says No is built for practices at the very beginning, and Day 2 picks up with what comes after your first use case.

How do I register?

Select any "Save your spot" button. New to the platform? Choose "Sign up" to create your account. Been here before? Log in with your email and password.

When does registration close?

Registration is open through February 9, 2027, the day before the event. There's no attendance limit, so there's room for your whole team.

Can I bring my team?

Please do. Each person registers separately so everyone gets their own access link.

Do I have to attend both days?

Not at all. Join the sessions and demos that fit your schedule, and catch the rest on the recordings included with your registration.

Will sessions be recorded?

Yes. Every registration includes the recordings, so you can watch anything you missed on your own time. After the event, log in to the Matchbox platform with the same email you registered with to watch them.

When can I access the platform?

The platform opens the day before the event. You'll receive your access link one day before and again one hour before the event starts each day.

What do I need to join?

A computer with a reliable internet connection. Google Chrome is recommended for the best experience. If you run into trouble connecting:

Turn off your VPN if you're on a restricted work network.
Try a personal device or network, such as your phone's hotspot.
Ask your IT team to allow these domains and all their subdomains: matchboxvirtualspaces.com, mbvs-server.com, mbvs-chat.com, and whereby.com.
Still need help? Email support@matchboxvirtual.com or visit the Matchbox support page.

What happens during a demo?

Each vendor gets 20 minutes to show the product working, followed by 10 minutes of live Q&A. The vendor vetting panel runs before eight of the nine demos, so you'll have the right questions ready, plus the AAOE Vendor Comparison Toolkit to score what you see.

Will vendors contact me afterward?

Presenting vendors may receive the attendee list after the event and follow up with you. When you register, you can share how you prefer to be contacted.

Where do I find the toolkits?

Session resources, the AAOE Vendor Comparison Toolkit, and the vendor directory are available on the platform under each session.

Who do I contact for login or technical help?

Select "Need Help?" on the platform to chat with the Matchbox support team, visit the Matchbox support page, or email support@matchboxvirtual.com.

Who can I contact with other questions?

Reach out to info@aaoe.net and the AAOE team will be happy to help.