Displaying 1 - 5 of 5

Policy NamePolicy Library SectionPDF AttachmentPolicy Summary / PurposeEffective DateSearch Keywords
BOT Policy Manual - November 2025BOT Policy ManualBOT-Policy-Manual-November-2025.pdf

The AAO Board of Trustees Policy Manual defines governance policies for the Board, including trustee roles and terms, ethics and fiduciary responsibilities, committee structure, board meetings and voting procedures, travel and expense policies, and standards for Board conduct and oversight.

12/01/2025

AAO Board of Trustees, BOT Policy Manual, Board governance, trustee roles, trustee terms, Board responsibilities, fiduciary duties, Code of Ethics, Board conduct, conflict of interest, confidentiality, Board committees, Executive Committee, Board appointments, Board meetings, closed sessions, voting procedures, ballots, conference calls, Board planning session, travel and expense policy, officer travel, reimbursements, honoraria, reports to the Board, constituent trustees, Trustee At-Large, Board succession, peer evaluation, disciplinary procedures, Board hearings, sanctions, appeals process, parliamentary procedure, AAO policies and procedures

Council and Committee Manual - November 2025Council & Committee ManualCouncil-and-Committee-Manual-November-2025.pdf

This manual defines the structure, roles, responsibilities, and operating procedures for AAO councils, standing committees, special committees, and task forces, including membership terms, leadership roles, meeting and voting processes, reporting requirements, financial and travel policies, and standards for conduct and communication within AAO governance.

11/28/2025

AAO Council and Committee Manual, AAO councils, AAO committees, standing committees, special committees, task forces, AAO governance, council responsibilities, committee responsibilities, council member duties, committee member duties, Board liaison responsibilities, staff liaison responsibilities, council chair duties, vice-chair duties, council and committee membership, terms of office, nominations and appointments, vacancies and absences, member orientation, subcommittees, consultants, at-large member advisors, council meetings, committee meetings, quorum, meeting minutes, closed session guidelines, confidentiality, electronic ballot, voting procedures, council and committee reports, House of Delegates reporting, Board of Trustees reporting, financial policies, travel and expense reimbursement, budget requests, sponsored meetings, communication policy, assessments and evaluations, harassment policy, fraternization policy, gifts from vendors, surveys, AAO councils and committees list

AAO Policy on SurveyForms

The following policy was adopted by the Board of Trustees in 1989, and provides that
All surveys of AAO members whether conducted by staff, councils, committees, constituents or components shall be reviewed by appropriate staff, approved by the Executive Director and legal counsel and forwarded to the Board of Trustees or its designated committee for approval prior to distribution.
There are many reasons for this policy. From an organizational standpoint, it is important that the efforts of all AAO Councils, Committees, and Constituent and Component Organizations are
coordinated. The initial review by appropriate staff and approval by the Executive Director and the Board of Trustees permits this process to occur. Thus, for example, any overlap with other surveys or redundancy in relation to earlier or planned surveys can be determined.
In addition, it is important to have the input from the Board and Staff as to the content of surveys. In many cases, their experience with their respective groups allows for suggestions that improve surveys.

08/31/2020
Leadership IndemnificationForms

The purpose of this communication is to provide clarification regarding the AAO’s disciplinary process for ethics complaints, specifically as it relates to members serving in an official capacity in the AAO.

05/21/2020
Organization Policies and Procedures Manual - August 2025Organization Policies and Procedures Manual

This manual establishes the policies and procedures that govern AAO operations and activities, including communications, advertising, membership, councils and committees, education, meetings and conferences, legal and ethical standards, constituent relations, publications, research, advocacy, and staff and office operations, providing a comprehensive framework for consistent decision-making and organizational governance.
Crickett

11/29/2025

Crickett, AAO Organization Policies and Procedures Manual, AAO organizational policies, AAO procedures, AAO governance, Board of Trustees policies, House of Delegates policies, advertising guidelines, communications policy, crisis communications, electronic communications, mailing lists, surveys, privacy policy, ADA relations, constituent organizations, component societies, councils and committees, education programs, consumer awareness program, meetings and conferences, Annual Session policies, registration and refunds, leadership development, advocacy and government relations, legal policies, indemnification, harassment policy, fraternization policy, copyright protection, library policies, AAO Library, membership policies, membership applications, member complaints, patient complaints, awards and recognition, marketing and communications materials, logo usage, position statements, research funding, access to orthodontic care, insurance reimbursement, excused school absence policy, vendors, staff and central office operations

Policy NamePolicy Library SectionPDF AttachmentPolicy Summary / PurposeEffective DateSearch Keywords