Institute Agenda


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Day One Wednesday February 10
Day Two Thursday February 11
Day Three Friday February 12
8:00 am - 3:45 pm EDT

The OPEN MINDS Children's Summit: The Future Of School-Based Health Services

Executive Summit

Provider organizations serving children with complex support needs and youth in underserved communities are seeking to develop innovative programs and models of care that integrate behavioral health support services with educational needs. However, these young people often end up in a no-win situation in which either treatment or education is put first. With the current focus on social determinants of health, how are provider organizations keeping pace with the changing market to ensure the focus on education and the focus on treatment sit side-by-side? Join us for discussions about the opportunities and ongoing challenges facing the children's services market in this summit. Executives will discuss innovations in school-based service delivery, the intersection between education and health care funding, and evolving payment models that could systemically address these challenges in the future.

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. There she was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition, Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hicks started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, she managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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Kimberly Bond, MS, LMFT

Executive Vice President, OPEN MINDS

Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business. Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment. Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders. Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties. Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

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Andrea Smyth

Executive Director, NYS Coalition For Children's Behavioral Health

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Jeremy D. Butler

Director of Community Initiatives, iCan

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Pia V. Escudero, L.C.S.W.

Executive Director, Division of Student Health & Human Services

Mental health leader and social work professional with 20+ years of experience in the development of mental health programs for the Los Angeles Unified School District, the second largest school district in the United States. Direct the efforts of over 2000 school mental health and health professionals, including social workers, nurses, pediatricians, child psychiatrists, human relations and restorative justice experts, and other administrative functions.

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Tamra Williams, Ph.D.

Deputy Chief Clinical Officer, Children's Services Community Behavioral Health

Dr. Williams serves as a licensed Clinical Psychologist with 15 years of experience as a Director of Clinical Services and clinical operations manager with a passion for program development and quality improvement. Licensed in PA, MA, and FL.

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Olga Price, Ph.D.

Associate Professor, Department of Prevention & Community Health at George Washington University & Director of the Center for Health and Health Care in Schools

Olga Acosta Price is an Associate Professor in the Department of Prevention and Community Health. She is also Director of the Center for Health and Health Care in Schools, a national resource and technical assistance center committed to building effective school health programs.

A passionate advocate of school-based mental health services, Olga Acosta Price has dedicated her formal training in clinical psychology to improving the lives of young people. "My experiences working with children, youth and families have driven my desire to understand resilience and to approach our work together from a strength-based perspective," she says. Giving voice to the concerns of young people is an essential priority for her. "I thoroughly enjoy creating opportunities for youth to share their insights. They don't hesitate to tell those of us who develop systems of care that we are clueless about what the world is really like for them."

Prior to joining the faculty in 2006, Professor Price was director of the School Mental Health Program at the Department of Mental Health in Washington, DC, where she earned the Employee of the Year award. She was also an assistant professor at the University of Maryland's School of Medicine and served as associate director of the Center for School Mental Health Assistance, a national technical assistance center. In that latter capacity, she helped to promote the development of school-based mental health services across the country.

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Derek S. Allen, MA ACTP

Executive Vice President & Chief Operating Officer, Starr Commonwealth

Derek Allen, MA ACTP, Starr Commonwealth’s Executive Vice President and Chief Operating Officer, provides administrative leadership and supervision to all Starr programs and departments as well as leads the organization’s business development efforts. Programs include school- and community-based behavioral health services, trauma screening/assessment and intervention services, resilient school projects, professional training and consulting, and eLearning certification and degreed programs for professionals around the world.

He also serves as a Senior Consultant for Starr’s trauma-informed, resilience-focused approach. In this role, Derek works with schools, organizations, and communities around the country in their implementation of system-wide approaches that best support the needs of students and families who have experienced trauma, adversity, toxic stress, and/or systemic racism and oppression.

He provides “thought-leadership” to the Starr organization in the areas of strength-based approaches in education and treatment and building resilience in children and families. Derek is currently pursuing a doctoral degree from The Chicago School of Professional Psychology.

Though Derek is proud of the work of Starr Commonwealth and honored to serve as a senior leader, he is clear that his role as a father is the “most important hat” he will ever wear. His son, Sam, is his “reason for being”. When he is not working or spending time with Sam, Derek enjoys traveling, binge watching “good shows” on HBO or Netflix, trying new restaurants, and/or “hanging out” with his close knit group of best friends.

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9:00 am - 12:00 pm EDT

Succeeding With Value-Based Reimbursement: An OPEN MINDS Executive Seminar On Organizational Competencies & Management Best Practices For Value-Based Contracting

Executive Seminar

This shift away from traditional fee-for-service reimbursement models to value-based reimbursement (VBR) has turned “business as usual” on its head for many specialty provider organizations. It has forced executive teams to continue their current operations, while simultaneously implementing new services, technology and data-driven systems that are necessary for VBR success. New or redesigned services linked to quality outcomes need to be built, negotiated and piloted. Technology that drives outcomes and creates operational efficiencies needs to be identified, funded and implemented. And a culture of using data to ensure standardized, results-orient outcomes across the organization must be built. Provider organizations need to move from an understanding of the key competencies required in the VBR model to tactical initiatives for implementing the talent, technology and systems that deliver quality and value.

This executive seminar is designed to help organizations across the country implement the competencies and tactics for value-based contracts. In the seminar, executive teams of provider organizations will:

  • Confirm that the foundational components of infrastructure needed for VBR are in place
  • Identify how to move from service value concepts linked to VBR to discussions with payers and implementation of new VBR services
  • Implement approaches to realigning their service model to ensure success in a value-driven market

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings more than 20 years of finance, technology, data analysis, and reporting experience in the health and human services field to OPEN MINDS. He currently is a Senior Associate with the OPEN MINDS consulting practice. In this role, he has served as a subject matter expert leading numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

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Cathy Gilbert

Senior Associate, OPEN MINDS

Healthcare executive with over twenty years experience in the health care industry including non-profit, government and private insurance with ten years progressively higher level experience in provider networks in behavioral health arena.

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1:00 pm - 4:00 pm EDT

How To Develop A New Service Line: An OPEN MINDS Seminar On Building A Diversification Strategy & Conducting A Feasibility Analysis

Executive Seminar

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services—and to develop new services to meet the challenges and opportunities in the changing market to be more financially viable and relevant to consumers.

In this exciting session, we will review everything you need to know about developing a new service line starting with analyzing your current service lines to determine strategic options for diversification. Executive attendees will learn how to:

  • Create a structured approach for selecting new services for your organization while ensuring they are financially sustainable
  • Develop a costing model for launching new services
  • Create a structured service line feasibility analysis and development process

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, more than half of his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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Kelvin McCord

Senior Associate, OPEN MINDS

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6:30 am - 7:30 am EDT

Morning Beach Walk

Activity

Begin your day by joining us for a refreshing hour-long walk along the ocean on Clearwater Beach looking our at the gorgeous Gulf of Mexico!  Bottled water to take on your walk will be provided by OPEN MINDS. Please meet at the beach entrance by the towel stand at the swimming pool to join this group activity.


7:30 am - 8:30 am EDT

Registration & Executive Networking Breakfast

Networking

Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.


8:30 am - 9:00 am EDT

Welcome, Announcements & Results From The 2021 OPEN MINDS Performance Management Executive Survey: Where Are We On The Road To Value

Introduction

During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will open the institute by sharing the results of this year's survey, The 2021 OPEN MINDS Performance Management Executive Survey: Where Are We On The Road To Value, and discussing their implications for health and human service organizations.

OPEN MINDS surveyed specialty provider organizations in the health and human services to determine where they are on the road to technology adoption. The survey provides information on:

  • Performance-based contracts for staff by market and organizational size
  • Trends in value-based contracting arrangements by market and organizational size
  • The number of organizations with contracts with managed care plans or accountable care organizations by market and organizational size

A free copy of The 2021 OPEN MINDS Performance Management Executive Survey: Where Are We On The Road To Value is available to all Elite and Premium members through our OPEN MINDS market surveys.

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology, and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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9:00 am - 10:00 am EDT

Access, Access, Access

Keynote Address

Erin Boyd

Behavioral Network Strategy, Solutions & Program Director, Cigna

Erin Boyd is the Behavioral Network Strategy, Solutions and Program Director for Cigna Behavioral. Ms. Boyd is responsible for network marketing and communications, developing network strategy and overseeing network programs, and solutions to drive innovation, cost-savings, improved outcomes, and better care for Cigna customers. Ms. Boyd has been with Cigna for three years and provides a unique perspective to this role having most recently served as Senior Director of Business Development and Marketing for a behavioral hospital system. In addition, she has 20 years of experience in medical healthcare communications, marketing, public relations, and strategic planning.

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10:15 am - 11:30 am EDT

Thought Leader Discussion Session With Erin Boyd, Behavioral Network Strategy, Solutions & Program Director, Cigna

Thoughtleader Forum

Join us for a follow-up session with our keynote speaker Erin Boyd, Behavioral Network Strategy, Solutions & Program Director, Cigna. Use this time to ask questions and continue the morning’s discussion.

Erin Boyd

Behavioral Network Strategy, Solutions & Program Director, Cigna

Erin Boyd is the Behavioral Network Strategy, Solutions and Program Director for Cigna Behavioral. Ms. Boyd is responsible for network marketing and communications, developing network strategy and overseeing network programs, and solutions to drive innovation, cost-savings, improved outcomes, and better care for Cigna customers. Ms. Boyd has been with Cigna for three years and provides a unique perspective to this role having most recently served as Senior Director of Business Development and Marketing for a behavioral hospital system. In addition, she has 20 years of experience in medical healthcare communications, marketing, public relations, and strategic planning.

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Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology, and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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Planning For Revenue Expansion By Expanding Your Service Area – From Market Analysis To Launch

Best Practice "How To"

A market-focused planning process is necessary in order to develop new services that create better outcomes at a reduced total cost of care. Identification of changing, or unmet consumer needs is the starting point. But moving from concept to execution requires a defined process and specific talent to design the new service and create the financial costing model.

In this session, attendees learn the key steps to:

  • Identify services that address consumer and payer needs by improving service quality and reducing the cost of care
  • Propose and negotiate new service innovations to payers
  • Develop cost models for new and re-engineered services
  • Calculate the return on invest (ROI) for new service models to demonstrate that they are financially feasible and reduces the cost of care

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings more than 20 years of finance, technology, data analysis, and reporting experience in the health and human services field to OPEN MINDS. He currently is a Senior Associate with the OPEN MINDS consulting practice. In this role, he has served as a subject matter expert leading numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

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11:45 am - 1:00 pm EDT

Improving Performance & Productivity Through Technology

Topical Case Study Session

In a health care marketplace dominated by the “next normal,” technology has become essential for any provider organization as a way to improve performance and maximize productivity. Historically, much of health care has been limited to technologies such as electronic health records (EHR) and telehealth. However, as the coronavirus 2019 (COVID-19) pandemic has forced organizations to deliver more remote and in-home services, there are many opportunities for provider organizations to leverage these innovative technologies to increase organizational efficiencies, improve consumer outcomes, and reduce costs.

In this session, we will discuss:

  • The opportunities in using technology to improve outcomes in consumers’ care.
  • How to decide what technology would be beneficial for both organizations and consumers.
  • Case studies presentations from organizations who have seen improvements on performance and productivity through the use of technology.

Tom Base

Senior Associate, OPEN MINDS

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Karin Jeffers

President & CEO, Clinical & Support Options

Karin Jeffers is President & CEO of Northampton-based nonprofit community behavioral health agency Clinical & Support Options Inc. (CSO). She has served in this role since 2005. During her tenure at the helm, theagency has grown from a $4 Million organization with fewer than 90 employees across just three Greenfield, Mass. locations to what is now a $44 million agency with more than 750 employees at 20 locations across Western Mass.

Jeffers moved to Western Mass. in 1987 when first attending Springfield College as an undergrad. She eventually earned a Master of Science in Counseling and Psychological Services and became a Licensed Mental HealthCounselor (LMHC). Shortly thereafter, she began her career as a clinician, focusing primarily on families and children.

In 1992, Jeffers joined Massachusetts Society for the Prevention of Cruelty to Children (MSPCC), where she stayed 14 years. At MSPCC, Jeffers was promoted six times, eventually becoming Regional Director.

Jeffers decided early in her career that leadership roles enabled her to effect positive change on both a “micro” and “macro” level. While she has always enjoyed the service-level interaction with behavioral healthclients, she also appreciates the broader ways in which solid nonprofit administration can improve communities.

That is why, in 2005, Jeffers joined Greenfield-based Clinical & Support Options Inc. (CSO) as their President and CEO. During her 15 years as President & CEO, CSO has seen year-over-year growth in both revenueand program expansion. The agency has added more than 650 jobs in the last decade and prides itself on internal promotion. CSO has earned national accreditation and has been awarded several key statewide and Federal grants. Jeffers’ guidance now enables CSOto provide affordable behavioral health services to more than 19,000 families and individuals annually.

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Addictions Treatment: The Case For Value

Topical Case Study Session

James Stewart

President & CEO, Grafton Integrated Health Network & Advisory Board Member, OPEN MINDS

James Stewart brings to OPEN MINDS more than 20 years of experience in the healthcare field. Mr. Stewart has helped develop and modify health care plans and benefits, retirement plans and benefits, and paid time off (PTO) plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple electronic health record (EHR) systems at several behavioral health care entities.

Mr. Stewart currently serves as the Chief Executive Officer at Grafton Integrated Health Network. He previously served as the Executive Vice President, Chief Administrative Officer, where he was responsible for the supervision of the Finance Departments, Contracting (both payer and vendor), Information Technology, Human Resources, Risk Management, Facilities Department, The Infant and Toddler Program, and the Education Department. He has participated and enabled the expansion of services through the acquisition of facilities and extension of the organization’s IT/HR network into Florida and West Virginia in the United States and also in Australia. Mr. Steward also spearheaded the process of developing and implementing a new paperless EHR, as well as a new accounting software that integrated with the electronic clinical record and billing system.

Prior to working at Grafton, Mr. Stewart was the Chief Financial Officer for the Center for Behavioral Health at Centerstone. In this position, he managed the coordination of a multi-disciplinary team through development and implementation of a Davies Award Winning Electronic Health Record. He developed new clinical programs to meet identified locality needs and established a merger between Non-Profit CMHC’s, which crossed state boundaries.

Mr. Stewart received his MBA with a Healthcare Administration focus from Indiana Wesleyan University. He received a Bachelor of Science degree in Accounting from the University of Kentucky.

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1:00 pm - 2:30 pm EDT

Lunch On Your Own

Networking

The institute hotel is located on Clearwater Beach, steps away from many local favorite restaurants. Stop by the registration desk for a listing local restaurants you will definitely want to try.


2:30 pm - 3:45 pm EDT

Integrating Social Determinants To Improve Performance Outcomes

Topical Case Study Session

The growing list of programs focused on the social determinants of health (SDoH) is diverse in approach and size, but what has become consistent is that to deliver better health outcomes, social determinants—including poverty, food insecurity, lack of education, unstable housing, and environmental conditions—must be addressed to find success with whole person, value-based care. For provider organizations, the complexity of SDoH paired with current organizational priorities and services makes it difficult for providers to know where to focus.

This session will include strategic discussions on:

  • How to capture data on consumers to identify what social service programs are needed.
  • How to measure social determinant outcomes as a part of whole person care.
  • Case study presentations from organizations that have integrated SDoH into their service lines.

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. There she was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition, Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hicks started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, she managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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Eric T. Huss, Psy.D.

Behavioral Health Total Populations Solutions Senior Advisor, Cigna

Experienced Regional Account Director with a demonstrated history of working in the hospital & health care industry. Skilled in Behavioral, Employee Assistance Program and Wellness Sales, Team Building, Management, and Account Management. Subject matter expert on behavioral health, substance use disorders and employee assistance programs with a Doctor of Philosophy (PhD) focused in Clinical Psychology from Argosy University Washington, DC

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Megan Lipman

Vice President Of Compliance & Quality Management, Jewish Family & Children’s Services

Megan Lipman serves as the vice president of Quality Management & Compliance at Jewish Family & Children’s Service. Megan has been a valued part of the JFCS team since 2015. Before her new role, Ms. Lipman was director of Quality Management for JFCS, responsible for oversight of quality management, analyzing key performance indicators and implementing initiatives in alignment with Triple Aim, which focuses on improving the patient experience, health populations and cost reduction.

She graduated from Arizona State University with a bachelor’s in science in psychology and is a graduate of the JFCS Leadership Academy. Ms. Lipman has also received the JFCS’ “Exemplary Practice Story” honor in recent years.

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Key Performance Indicators For Value-Based Care: How To Use Performance Metrics To Build A Value Proposition For Health Plans

Best Practice "How To"

More competition and more value-based reimbursement (VBR) are making performance metrics more important than ever for health and human service organizations. Finding the right performance metrics to demonstrate value to health plans has been a big challenge for many executive teams. One method of metrics-based management is the development of a key performance indicator (KPI) system. An effective KPI system captures financial and non-financial measures, and is driven by structured data based upon an organization’s strategic objectives.

This session will cover:

  • The steps to developing applicable measures
  • The use of measures for building a value proposition for health plans
  • Creating a strategy for demonstrating value with health plans

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, more than half of his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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4:00 pm - 5:00 pm EDT

Using Value-Based Reimbursement To Drive Service Innovation

Executive Roundtable

Value-based reimbursement (VBR) isn’t going to be set aside or delayed as a result of the pandemic. If anything, it’s going to be adopted as a strategy to keep costs down during a time where budgets are increasingly strained. With this strategy, innovation has become key. Our panel of health plan executives will discuss their perspective on how VBR has driven innovation, even despite the market disruption caused by the public health emergency. They will also provide insight on how providers can use VBR to drive innovation within their organizations.

James Stewart

President & CEO, Grafton Integrated Health Network & Advisory Board Member, OPEN MINDS

James Stewart brings to OPEN MINDS more than 20 years of experience in the healthcare field. Mr. Stewart has helped develop and modify health care plans and benefits, retirement plans and benefits, and paid time off (PTO) plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple electronic health record (EHR) systems at several behavioral health care entities.

Mr. Stewart currently serves as the Chief Executive Officer at Grafton Integrated Health Network. He previously served as the Executive Vice President, Chief Administrative Officer, where he was responsible for the supervision of the Finance Departments, Contracting (both payer and vendor), Information Technology, Human Resources, Risk Management, Facilities Department, The Infant and Toddler Program, and the Education Department. He has participated and enabled the expansion of services through the acquisition of facilities and extension of the organization’s IT/HR network into Florida and West Virginia in the United States and also in Australia. Mr. Steward also spearheaded the process of developing and implementing a new paperless EHR, as well as a new accounting software that integrated with the electronic clinical record and billing system.

Prior to working at Grafton, Mr. Stewart was the Chief Financial Officer for the Center for Behavioral Health at Centerstone. In this position, he managed the coordination of a multi-disciplinary team through development and implementation of a Davies Award Winning Electronic Health Record. He developed new clinical programs to meet identified locality needs and established a merger between Non-Profit CMHC’s, which crossed state boundaries.

Mr. Stewart received his MBA with a Healthcare Administration focus from Indiana Wesleyan University. He received a Bachelor of Science degree in Accounting from the University of Kentucky.

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Tom Base

Senior Associate, OPEN MINDS

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Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings more than 20 years of finance, technology, data analysis, and reporting experience in the health and human services field to OPEN MINDS. He currently is a Senior Associate with the OPEN MINDS consulting practice. In this role, he has served as a subject matter expert leading numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

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Monica Collins, MA, MBA

Senior Director, System Transformation, Magellan Behavioral Health of Pennsylvania

Monica Collins is the Sr. Director, System Transformation for Magellan Behavioral Health of Pennsylvania where she is responsible for leading the strategy and planning efforts in system transformation.  Her responsibilities include engaging providers, state agencies and stakeholders in a collaborative approach to develop a high value service delivery system.  She brings more than 20 years of behavioral healthcare experience to this role both from a provider and then a payer perspective.  Monica earned her Masters of Arts in Counseling Psychology from Indiana University of Pennsylvania and her Masters of Business Administration from Southern New Hampshire University. Unique qualifications include certification in Primary and Behavioral Healthcare Integration.

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5:00 pm - 6:00 pm EDT

Executive Networking Reception

Networking

Wrap up the day by taking time to network with your colleagues and partners. Take some time to discuss the day's events while enjoying a drink and hors d'oeuvres.


7:00 am - 8:00 am EDT

Start Your Day With Yoga... On The Beach!

Activity

Breathe in the fresh, salty air! Rejuvenate your creativity, focus, and mindfulness by starting your day with yoga. This class will wake you up and get you going for the rest of the day!

Open to all levels. Bring your own mat or use one of ours. Bottled water will be provided by OPEN MINDS. 

Meet Joe Naughton-Travers, Senior Associate, OPEN MINDS at the beach entrance by the towel stand at the swimming pool. If the weather does not cooperate, the class will be held in Sand Dollar on the 8th floor.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, more than half of his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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8:00 am - 9:00 am EDT

Executive Networking Breakfast

Networking

Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.


9:00 am - 10:00 am EDT

Creating Successful Payer Partnerships For Innovation

Keynote Address

Amy Kendall

Vice President, Complex Populations, Caresource

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10:15 am - 11:30 am EDT

Thought Leader Discussion Session With Amy Kendall, Vice President, Complex Populations, Caresource

Thoughtleader Forum

Join us for a follow-up session with our keynote speaker, Amy Kendall, Vice President, Complex Populations, Caresource. Use this time to ask questions and continue the morning’s discussion.

Tom Base

Senior Associate, OPEN MINDS

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Amy Kendall

Vice President, Complex Populations, Caresource

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Moving From Long-Term To Short-Term Residential Services

Best Practice "How-To"

For residential treatment services, not only are long-term and short-term models different in structure, the funding structure and cost of services vary greatly. For most consumer populations, the goal is to limit long-term residential wherever possible and to focus care delivery on home- and community-based services. As a result, there are some fundamental changes—new treatment models and new technologies—that are changing payer and consumer preference. And that is changing how services are delivered.

This session will focus on the changing landscape in residential treatment services from both the health plan and provider perspective and will cover:

  • Trends in prevalence, utilization, treatment models, and reimbursement.
  • Best practices in accessing payer demand.
  • Steps needed to move from long-term to short-term residential treatment services.

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. There she was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition, Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hicks started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, she managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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11:30 am - 1:15 pm EDT

Lunch On Your Own

Networking

The institute hotel is located on Clearwater Beach, steps away from many local favorite restaurants. Stop by the registration desk for a listing of restaurants.


1:15 pm - 2:30 pm EDT

Market, Math & Metrics: Three Keys To Optimizing Your Strategy

Best Practice "How To"

When it comes to assessing how to move forward with a new strategy or to achieve the necessary performance, the number of potential resources and “first steps” for health and human service organizations can be overwhelming. However, in most cases, it comes down to three elements: market research for planning, math for decisionmaking, and metrics for management. Knowing the key market issues, the value of “math,” and the right performance metrics are essential for strategic decisionmaking in the current and future markets.

Join us for this essential session, where we will discuss:

  • Understanding potential customers, contributors, and funders through market research
  • How to “do the math,” adjust the model, and make the right decisions when developing operational and financial models
  • Ensuring you have the right measures to turn data to into actionable and meaningful measures to improve performance

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings more than 20 years of finance, technology, data analysis, and reporting experience in the health and human services field to OPEN MINDS. He currently is a Senior Associate with the OPEN MINDS consulting practice. In this role, he has served as a subject matter expert leading numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

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How to Facilitate Organizational Change in A Changing Market

Topical Case Study Session

Motivational interviewing is an effective tool to transform conversations about change within an organization. Colleen Marshall, author of Motivational Interviewing for Leaders in the Helping Professions: Facilitating Change in Organizations, will discuss the powerful ways motivational interviewing can be used to generate solutions to align staff, address performance, and to redesign procedures or programs.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, more than half of his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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Colleen Marshall, MA, LMFT

Consultant, Coach and Trainer & Current Director Of Behavioral Health, Well

Colleen Marshall, MA, LMFT, has extensive experience in clinical practice, leadership, and management, and has held executive and senior-level positions in large behavioral health organizations. She is currently Director of Behavioral Health Operations for Well, a health technology and services company, and serves as a consultant and trainer for start-up, nonprofit, and health care organizations. Ms. Marshall is a member of the Motivational Interviewing Network of Trainers (MINT), for which she has served as Chair, Treasurer, board member, and trainer of new trainers. She has helped to consult and lead large-scale MI implementation and has been invited to speak at regional, national, and international conferences.

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2:30 pm - 3:00 pm EDT

Networking & Raffle Prize Drawing

Networking


3:00 pm - 4:00 pm EDT

Closing Keynote Address

Keynote

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology, and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

 

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