Institute Agenda


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Day One Wednesday February 14
Day Two Thursday February 15
Day Three Friday February 16
9:00 am - 4:00 pm

Developing & Negotiating Partnership Agreements With Health Plans: An OPEN MINDS Executive Summit

Executive Summit

John F. Talbot, Ph.D.

Chief Strategy Officer, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes. In his role with Colorado Care Management, Dr. Talbot also led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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James Stewart

President & CEO, Grafton Integrated Health Network

Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and 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 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, West Virginia and Australia. He also spearheaded the process of developing and implementing a new paperless Electronic Health Record, 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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9:30 am - 12:30 pm

Exclusive Executive Briefing For Florida Providers Sponsored By Qualifacts

Sponsored Seminar

Join Qualifacts and industry leaders for an event focused on value-based contracting best practices using case studies & technology examples. Ken Carr, Senior Associate at OPEN MINDS, will take a look at best practices and case studies from the field and provide an in-depth look at how to be successful in this evolving market in his keynote “Turning Value-Based Performance Contracting Into Competitive Advantage: Best Practices & Case Studies From The Field.” Rachel Clemens and Mary Givens will then follow taking a closer look into how technology empowers providers to meet the demands in a value-based setting and cover trends and best practices on the horizon in the session “How Technology Empowers Providers To Meet Demands In A Value-Based Setting.”

To view the complete event agenda, click here.

Mary Givens, MRA

Product Manager of Compliance , Qualifacts

Mary Givens, MRA, is dedicated to educating behavioral health providers about the Meaningful Use Program and helping every eligible professional attest and receive their incentive payment. Mary is the Product Manager of Compliance at Qualifacts. Prior to this role she worked for over 20 years as a LPN, Behavior Intervention Specialist, Director of Program Services, Employment Specialist, and as the Executive Director of a nonprofit. Mary has her Masters in Rehabilitation Administration from the University of San Francisco.

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Rachel Clemens, MS

Director, Solution Consulting, Qualifacts

Rachel Clemens, MS, leads the Solution Consulting team at Qualifacts. She works with agencies through their EHR selection process and assists them in thinking about what their EHR needs to be able to do given the current environment of healthcare and payment reform. Prior to this role she worked in Community Mental Health Centers as a therapist, manager, and Director of Clinical Informatics. She has her Masters in Clinical Psychology from Illinois State University.

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Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. 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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1:00 pm - 4:00 pm

How To Reduce Your Unit Costs When Market Rates Go Down: An OPEN MINDS Executive Seminar On Reengineering Your Unit Costs

Executive Seminar

As we move to a more customer-driven competitive market, our customers (both payers and consumers) don’t always care about our costs to deliver a service. They only care about the rate we charge – and how that rate and the other attributes of the service compares to that of our competition. For most, payers are not giving rate increases – but the costs of doing business (health benefits, salaries, technology investments, etc.) are increasing. This environment makes unit cost management a critical management team competency that can be addressed through target costing – a pricing method which takes into account a desirable profit margin as well as the rates of competitors – and value reengineering – a key tool for reducing unit costs through the redesign of processes and infrastructure. In this important session, we’ll discuss the shifting reimbursement market, as well as how to manage unit costs in the shifting landscape to accommodate the market rate, while improving quality and increasing sales.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. 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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7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

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

Welcome & Opening Remarks

Plenary

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 two 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

Building Commercial Health Plan Partnerships: Magellan's Model For Mental Health Management

Plenary Address

Gus Giraldo

President, Commercial Markets, Magellan Healthcare

Gus Giraldo joined Magellan Healthcare in 2016, and serves as the president of commercial markets. In this role, he leads the strategic development and management of the commercial markets team, including the account management and sales functions, and leverages customer service, claims and clinical operations to ensure customer satisfaction and engagement. An actuary by training, Giraldo came to Magellan with more than 20 years of leadership and expertise in the insurance industry, including a strong track record of growing global business through a focus on consumers, product innovation and analytics-driven solutions. In addition, Giraldo’s background includes many years delivering multinational healthcare benefits programs. With a focus on running organizations that focus on retail consumerism, Giraldo’s recent past experience includes time at Chubb’s Latin American life, accident and health business. Previously, he was at Cigna, where he spent more than 15 years in the company’s international business, including serving as chief operating officer for Cigna’s life insurance business and as chief executive officer of their Thailand business. In these roles, he helped create and launch Cigna’s healthcare strategy for China, Southern Asia/Oceania. He also achieved double‐digit top and bottom line growth, managed business integration efforts and sales channel diversification, and significantly improved net promoter scores. Giraldo’s background is particularly strong in the consumer and retail market spaces, having transitioned traditional business‐to‐business companies to direct‐to‐consumer models. A member of the Fellow of the Society of Actuaries, Giraldo earned his bachelor’s degree in mathematics from The Florida State University and his master’s degree in business administration from the University of Pennsylvania’s Wharton School of Business.

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10:15 am - 11:30 am

A Thoughtleader Discussion Session With Gus Giraldo, President, Commercial Markets, Magellan Healthcare

Breakout Discussion Session

Join us for a follow-up session with our keynote speaker, Gus Giraldo, President, Commercial Markets Magellan Healthcare. Use this time to ask questions and continue the morning’s discussion with Mr. Giraldo and OPEN MINDS CEO Monica E. Oss.

Gus Giraldo

President, Commercial Markets, Magellan Healthcare

Gus Giraldo joined Magellan Healthcare in 2016, and serves as the president of commercial markets. In this role, he leads the strategic development and management of the commercial markets team, including the account management and sales functions, and leverages customer service, claims and clinical operations to ensure customer satisfaction and engagement. An actuary by training, Giraldo came to Magellan with more than 20 years of leadership and expertise in the insurance industry, including a strong track record of growing global business through a focus on consumers, product innovation and analytics-driven solutions. In addition, Giraldo’s background includes many years delivering multinational healthcare benefits programs. With a focus on running organizations that focus on retail consumerism, Giraldo’s recent past experience includes time at Chubb’s Latin American life, accident and health business. Previously, he was at Cigna, where he spent more than 15 years in the company’s international business, including serving as chief operating officer for Cigna’s life insurance business and as chief executive officer of their Thailand business. In these roles, he helped create and launch Cigna’s healthcare strategy for China, Southern Asia/Oceania. He also achieved double‐digit top and bottom line growth, managed business integration efforts and sales channel diversification, and significantly improved net promoter scores. Giraldo’s background is particularly strong in the consumer and retail market spaces, having transitioned traditional business‐to‐business companies to direct‐to‐consumer models. A member of the Fellow of the Society of Actuaries, Giraldo earned his bachelor’s degree in mathematics from The Florida State University and his master’s degree in business administration from the University of Pennsylvania’s Wharton School of Business.

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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 two 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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How To Develop A Value Based Reimbursement Agreement: The Centerstone/Passport Health Case Study

Breakout Session

As health care stakeholders increasingly demand higher quality care at lower costs, provider organizations are under pressure to move from fee-for-service to value-based reimbursement models. For executives of provider organizations, this means the development of new competencies including relationship building, performance management, and new billing processes. This session will walk executives through the steps to develop a value-based agreement and focus on the successful approach taken by Centerstone and Passport Behavioral Health.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. 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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Debbie Cagle Wells

Chief Marketing Officer, Centerstone

Debbie Cagle is well-known and respected in the healthcare marketing, behavioral health and managed care industries, with more than 20 years of experience in the field. She has worked at Centerstone in a variety of roles for more than ten years including executive leadership for Advantage Behavioral Health, a behavioral health managed care company; Centerstone Military Services, which provides programs and services to veterans and their families; and Centerstone Health Partners, which recently established integrated care clinics for clients with physical and behavioral healthcare needs. Today, she leads marketing and business development for Centerstone, creating and driving business strategy for revenue growth and market share. This includes strategy and oversight of payer relations and contracting, referral marketing, grant writing, branding and communications.

Prior to joining Centerstone, Debbie served as chief operating officer of ValueOptions of Tennessee; vice president of AdvoCare of Tennessee, a subsidiary of Magellan Health Services, and she has directed behavioral health managed care services contracting for HCA, Inc. and Vanderbilt University Medical Center. Debbie graduated from Texas Woman's University with a B.S., dually certified in Special Education, Mental Retardation/ Learning Disabilities and Elementary Education.

She graduated from Texas Woman's University with a B.S., dually certified in Special Education, Mental Retardation/Learning Disabilities and Elementary Education.

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Kelley Gannon, LCSW

Chief Operating Officer, Centerstone

Ms. Gannon is the Chief Operating Officer for Centerstone Kentucky, formally Seven Counties Services. As COO of Centerstone KY she is responsible for setting the strategic direction for four lines of service, Adult Mental Health, Child and Family Behavioral Health, Addiction Services and Intellectual and Development Services. Centerstone KY is the leading provider of behavioral healthcare in the Louisville region serving over 34,000 people annually.

Ms. Gannon has worked in the behavioral health field for twenty eight years. She has extensive experience in strategic planning and implementation and proven leadership in the application of Evidence Based Practices. She has leadership skills in coordinating and promoting collaborative relationships with community providers and key stakeholders to create real collective impact and positive outcomes. She has adept knowledge for developing practice management opportunities to support the mission of behavioral health. She earned her master’s degree in social work in 1994 from the University of Kentucky and her independent licensure in 2002. Most recently she earned her MBA from the University of Louisville.

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Liz McKune

Director of Behavioral Health, Passport Health Plan

Liz McKune has worked with organizations in a variety of leadership roles over the past twenty years. She presently serves as the Director of Behavioral Health with Passport Health Plan. She previously served as President of the Kentucky Brain Injury Alliance and the Kentucky Psychological Association. She is a former member of the American Psychological Association Business of Practice Network Steering Committee, Director of Mental Health for the Kentucky Department of Corrections, and is a fellow of the Kentucky Public Health Leadership Institute. She previously served as a Clinical Associate Professor with the Spalding University School of Professional Psychology.

Specialties: Areas of expertise include: public health policy; program design and evalution; integrated care; forensic mental health; leadership coaching; enhancing team member engagement; succession planning; and strategic planning with plan execution.

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Building The Human Talent You Need To Succeed With Value-Based Reimbursement

Breakout Session

As we move toward value-base reimbursement we can expect that changes to the health care system will not be confined to changing care delivery and payment incentives. The roles of staff will also need to change. Existing health care workers will need to take on new tasks and responsibilities, and the combination of these new tasks and responsibilities will create new roles that focus on coordinating care. In this session, our CEO panelists will discuss how to prepare staff for value-based reimbursement and manage difficult transitions.

James Stewart

President & CEO, Grafton Integrated Health Network

Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and 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 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, West Virginia and Australia. He also spearheaded the process of developing and implementing a new paperless Electronic Health Record, 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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John D. Young, LCSW

Executive Director, Rockbridge Area Community Services

John is currently the Executive Director of Rockbridge Area Community Services Board in Lexington, Virginia.  John has been in Behavioral Health management positions in public behavioral health settings in North Carolina and Virginia for the past 26 years.    John is a Licensed Clinical Social Worker and a 1996 Graduate of the University of North Carolina at Chapel Hill with a Master Degree in Social Work.  John received his Bachelor of Social Work from UNC Greensboro.  John is married to his lovely wife Jennifer and has 4 children, a daughter and three sons. John resides with his family in Raphine Virginia.

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Joseph Rutherford, MBA

Chief Executive Officer, Gracepoint

Joseph “Joe” Rutherford, MBA, is the Chief Executive Officer of Gracepoint Management, Inc., in Tampa, Florida. He brings the OPEN MINDS team extensive professional experience in managing community-based behavioral service delivery, including financial and technology management.

Prior to joining Gracepoint Management, Inc., Joe served as the Chief Executive Officer of Avita Community Partners, a Georgia community service board. Prior to joining Avita, he was the Assistant Director of Northside Mental Health Center in Tampa, overseeing the administrative functioning at this organization including the supervision of the business office, management information systems, human resources, clinical records, the in-house pharmacy, purchasing, and facilities management. He also served as the risk manager for Northside, managing all incident reports and securing all insurance coverage.

Before becoming the assistant director at Northside, Mr. Rutherford was its Director of Management Information Systems with responsibility for direction and oversight of all technology functions at the organization. He was also involved in the creation of the Florida Health Partnership, a partnership of five mental health agencies bidding on the implementation of the Medicaid Waiver in District 6. Mr. Rutherford also became a certified independent consultant with CMHC Systems, Northside’s software vendor, and was involved in management activities ranging from new system implementations to managed care information systems set up.

Mr. Rutherford started his career working as a Licensed Psychological Examiner for the Clinton City School System. After three years in this role, he was appointed as the Assistant Administrator and Director of Quality Assurance for the Helen Ross McNabb Mental Health Center. Mr. Rutherford directed the implementation and management of the first computer system at McNabb Center.

Mr. Rutherford completed a Master’s in Business Administration (MBA) from Nova Southeastern University and received his Bachelor’s and Master’s degrees in psychology from Tennessee Technological University.

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April Lott, LCSW

President & CEO, Directions for Living

April Lott, LCSW is a ten year employee of Directions for Living and serves as the President & Chief Executive Officer.  Ms. Lott is a Licensed Clinical Social Worker (LCSW) with three decades of experience in child welfare and community social services. Prior to joining Directions for Living, Ms. Lott served in a variety of service and leadership roles within the human services industry, including serving as the CEO of a large not-for-profit residential program for abused and neglected children, serving as the principal for 5 alternative education schools, working as a protective investigator and probation officer, and operating a private practice. Ms. Lott serves on the Florida Child Abuse Death Review Committee and the Florida Critical Incident Rapid Response Team. Additionally, Ms. Lott is the Chair of the Pinellas County Homeless Leadership Board Provider’s Council, and the Pinellas County Crisis Intervention Team Collaborative. Ms. Lott is an active Board member of the Florida Council on Community Mental Health and the Florida Coalition for Children Foundation Board.

Ms. Lott received her Master’s degree and Bachelor’s degree in Social Work from Florida State University. Ms. Lott is the recipient of the 1989 Joann Gorman Award for her outstanding clinical work with children impacted by trauma, the 2008 National Alliance on Mental Illness IRIS award winner for her cooperation and commitment to provide support and services to people with mental illness in recovery, the 2010 Pinellas County Sheriff’s Office Community Leadership Award, and the 2017 National Alliance on Mental Illness Leadership Award.

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10:15 am - 11:00 am

An EHR For The Future: A Valant Demo

Technology Demonstration

Sponsored by Valant

The smarter the technology, the simpler it is to use. You see this in every piece of software you use on a day-to-day basis, with the exception of your EHR. This brief demo will cover the foundation of Valant EHR technology and how it’s different from what you’re using today. We’ll dive a bit into the interface to show how this underlying technology creates incredibly easy, straightforward workflows and reporting that takes very little training. We hope you’ll join us in this talk about how complex modern technology enables an intuitive EHR.


11:45 am - 1:00 pm

Developing A Value-Based Partnership: The Optum Case Study

Breakout Session

With the spotlight on accountable care, health plan and provider organizations are seeing opportunities to collaborate to align financial incentives and focus on improving outcomes. Forward-thinking organizations are developing innovative partnerships. In this session we will hear from Optum and Cleanslate who have worked together to develop such a partnership.

Joseph P. Naughton-Travers, Ed.M.

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, over half 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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Deborah Adler

SVP, Network Services, OptumHealth

Deb Adler is senior vice president of network services for Optum’s behavioral health business. She joined the company in 2008 and is currently responsible for coordinating all recruitment, credentialing and contracting for a network of over 80,000 providers, assuring members have access to quality providers and a broad continuum of care. With a team of over 300 staff, Deb has facilitated innovative network programs, including implementing tele-psychiatry programs to address member access needs and developing credentialing and operational requirements to incorporate peer- and family-run organizations as part of the array of network services.

Using her background in statistics, Deb began her career in behavioral health as a program evaluator and quality director in two state-run psychiatric centers. Since entering the managed behavioral health care field 15 years ago, she has worked in a variety of capacities including network executive, quality management executive and chief operating officer. She has a Master's degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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Maria Russo-Appel, MD

Eastern Division Medical Director, CleanSlate

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Using KPI To Manage To Improve Performance & Manage To The Market

Breakout Session

Coordinated care, value-based payment, and competitive bidding are just a few of the big drivers forcing health and human service organizations to change management processes and strategy. In order to make those changes and improve decision-making, executive teams need to using metrics-based management. 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 discuss the steps to developing applicable measures and the uses of these measures for strategy and process management.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. 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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David C. Guth, Jr.

Chief Executive Officer, Centerstone

David Guth is Chief Executive Officer and co-founder of Centerstone, one of the nation’s largest behavioral healthcare providers. The non-profit organization, headquartered in Nashville, Tennessee, serves nearly 142,000 individuals in facilities in Florida, Illinois, Indiana and Tennessee, and nationwide through our national provider network.

Guth has served in the capacity of chief executive for Centerstone since 1991. With 40 years of behavioral healthcare experience, 32 in executive leadership, his experience and expertise comprise a vast number of areas, both business and clinical. He has presented extensively before national and international audiences on the adoption of information technology in the healthcare industry, the integration of behavioral and primary healthcare, and the importance of improving the field of behavioral health through research-driven protocols. His insights on these topics and others have been featured in numerous professional journals.

The National Council for Behavioral Health published Guth’s first book in 2013 (now available in second edition since 2014) on mergers entitled, “Strategic Unions: A Marriage Guide to Healthy Not-for-Profit Mergers.” He has provided merger presentations through both the National Council and state trade associations and has consulted extensively with not-for-profits exploring mergers and with both for-profits and not-for profits in the areas of managing growth and business development. He is currently working on his second book entitled “Nonprofit Governance.”

Under Mr. Guth’s guidance, in 2013 Centerstone announced a joint venture with Unity Physician Partners to improve patient care and enhance the quality of healthcare across the U.S., by creating an environment in which primary care and mental health providers operate within a collaborative and co-located clinical model. Unity Medical Clinics are embedded within select Centerstone facilities today offering coordinated, whole-health care.

He is the recipient of numerous recognitions including the National Council 2010 Visionary Leadership award, and is recognized as one of Health Care’s Power Leaders in the March 2013 Nashville Business Journal.

Guth received his BA in Mathematics from Vanderbilt University and his MSSW in Social Work Administration and Planning from the University of Tennessee.

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Don Savoie

Executive Vice President & Chief Operating Officer, Meridian Behavioral Healthcare, Inc.

Over 20 years of healthcare technology experience managing technical, professional services, customer support and development teams. Experience designing and implementing strategic and complex change initiatives in both public and private companies. Strengths include generating strong and consistent results with product design, development, professional services & revenue and P&L management. Comprehensive knowledge of healthcare and information technology, proven relationship management at the executive level, creative problem resolution, and leading and developing multi-functional teams. Proven track record of successfully leading organizational change. Understanding the relationship between customer satisfaction, employee satisfaction, operational excellence, innovation, growth and profitability.

Specialties: Healthcare Technology, Technology Consulting, Software Development, Business Operations Client Services, Technology Implementations & Sales

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1:00 pm - 2:30 pm

Lunch On Your Own

Networking

Abandoning Comfort for Growth with Technology

Invitation-Only Lunch

Sponsored by DATIS HR Cloud

Change is difficult to accept. Abandoning familiar processes and placing faith in technology is an intimidating decision that requires a lot of time, trust, and patience. However, as technology becomes the new status quo, significantly reducing internal costs of people and processes, it’s the responsibility of behavioral health executives to continuously reevaluate and innovate their workforce.New technologies are constantly being released to improve productivity, promote efficiencies, and reduce overhead for corporations around the country. Unfortunately, many tech vendors, whether intentional or not, ignore the needs of nonprofit behavioral health organizations. While modern software solutions cover the basics, the unique challenges and obstacles of Health and Human Services organizations are rarely considered with each update or product launch.

During this session, DATIS will educate attendees on the current state of behavioral health organizations using data from their recent 2018 State of Workforce Management Report. The session will then provide an overview of how modern HR technology can help address the challenges that many generic software solutions are failing to address. The presentation will also include secondary data and quotes from behavioral health executives.The goal of this presentation is to help guide behavioral health organizations away from their familiar, but outdated, processes and towards more modern solutions that specifically address their needs. The hope is that this speaker session will unnerve executives that are considering upgrading their internal processes, and assure them that they are not alone in their search for services that focus on their industry.

Erik Marsh

President and CEO, DATIS HR Cloud

As the President and CEO of DATIS HR Cloud, Erik Marsh is focused on delivering value, productivity, and efficiencies for nonprofit organizations through Human Capital Management software. Erik graduated from Indiana University, Bloomington with a B.S. in Finance. After graduation, Erik worked for 5 years in various financial roles before joining Oracle, where he worked for 15 years. With over 20 years of experience in finance and software, Erik combines this knowledge to help organizations implement best-in-class technology that drives innovation and growth.

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2:30 pm - 3:45 pm


Non-Profit Organizations & Community Benefit: A Guide To Tax-Exempt Status, Charity Care & Community Benefit

Breakout Session

We see the terms “community benefit” and “charity care” more and more. But what do these terms mean? Often organizations will look at charity care and community care in the same manner – however, each has a different set of rules for managing charity dollars. If your organization is non-profit organization, these terminology distinctions are important when it comes to maintaining your tax-exempt status with both the federal Internal Revenue Service (IRS) and state and local governments. This session will discuss the differences between charity care and community care and the roles and regulations for managing each.

James Stewart

President & CEO, Grafton Integrated Health Network

Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and 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 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, West Virginia and Australia. He also spearheaded the process of developing and implementing a new paperless Electronic Health Record, 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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Thomas A. Leach, M.B.A.

CFO/CAO, Pathways, Inc.

Mr. Leach holds a Bachelor in Business Administration with an Emphasis in Accounting from Eastern Kentucky University and a Master of Business Administration from Morehead State University.

Mr. Leach worked for a brief period in the banking industry before beginning a career with his current employer, Pathways, Inc.  Mr. Leach recently celebrated his 30th year with Pathways and has served in a variety of positions such as Staff Accountant, Controller and then his current position as Chief Financial Officer.  He has held the CFO position for over 20 years.  Mr. Leach is responsible for the financial integrity of the Agency which employs approximately 600 people, operates out of over 40 facilities and serves an estimated 15,000+ people in our communities each year.

Mr. Leach is recognized throughout the State of Kentucky as an experienced, competent and knowledgeable individual in Behavioral Health Care.  He has served on numerous statewide task forces and most recently was appointed by Kentucky’s Secretary for the Cabinet for Family and Children Services to serve on the Business and Finance Committee of the KY Health Information Exchange Coordinating Council.

Mr. Leach is a member of the Institute of Management Accountants and the Healthcare Financial Management Association.

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4:00 pm - 5:00 pm

What Are Payers Looking For In Value-Based Partnerships? A Town Hall Discussion On What Payers Need From Provider Organization Partners

Plenary Address

Across the country, health plans are successfully delivering treatment services to large populations and doing it in a way that saves states significant sums of money. These demonstrated savings show that value-based reimbursement and managed care arrangements aren’t going anywhere, which means that executives of provider organizations must find a way to position themselves to work closely with managed care companies. How? By developing relationships with the payers in your market, considering what metrics they are tied to and how you can help them to meet their performance requirements, discussing how you can align programs and services with the goals of the payers and health plans in your market, and providing data that proves your service lines can achieve both high quality outcomes and lower costs. In this crucial discussion session, we will discuss ways to demonstrate your organization’s value and review how to develop successful partnerships with payers in a value-based market.

James Stewart

President & CEO, Grafton Integrated Health Network

Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and 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 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, West Virginia and Australia. He also spearheaded the process of developing and implementing a new paperless Electronic Health Record, 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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Lisa Kay

Clinical Program Manager, Cigna

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Steven Berman

Value-Based Programming Lead, AmeriHealth Caritas

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5:00 pm - 6:00 pm

Networking Reception In The Exhibit Hall

Networking

Looking for new contracts with health plans? Need a partner for a new integration initiative? Want to see how your competitors are collaborating? OPEN MINDS’
networking events are the only opportunity to meet with the organizations having an impact in health and human services.

8:00 am - 9:00 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


9:00 am - 10:00 am

Featured Speaker Carole A. Matyas, M.S.W.

Plenary Address

Carole A. Matyas, M.S.W.

Vice President, Behavioral Health Operations, Wellcare Health Plans, Inc.

Carole Matyas is the Vice President of WellCare’s Behavioral Health Operations. She oversees enterprise wide behavioral health operations for the company, and a key focus for Carole is to assure that WellCare develops a fully integrated medical/behavioral program that is centered in whole person attention and care.

Carole has more than 30 years of behavioral health-related experience, with 15 of those years of experience in health plan operations. She joined WellCare in 2011 and previously worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.

In February 2013, Carole was appointed to serve on the Board of Directors for Drug Abuse Comprehensive Coordinating Office, Inc. (DACCO) in Tampa, Fl. Carole has been the recipient of awards from Mental Health America and NAMI for her dedication to mental health advocacy Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.

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10:15 am - 11:30 am

Building Successful Value-Based Partnerships: How To Align Financial & Clinical Performance Goals With Featured Speaker Misty Tu, M.D.

Breakout Discussion Session

Misty Tu, M.D.

Psychiatrist, Addiction Medicine Services, Allina Health Systems

Dr. Tu completed her residency in psychiatry at the University of Texas Southwestern Medical Center in Dallas, TX. She moved to AZ where she and two other physicians started a corporation specializing in crisis psychiatry, accepting, assessing and treating individuals from emergency rooms, police custody, and voluntary walk ins. This eventually expanded to telepsychiatry services in other emergency rooms and psychiatric inpatient levels of care. Other experiences have included intensive outpatient and partial hospitalization programs focusing on mental illness as well as substance use disorders. She became involved in peer review and quality work with Magellan healthcare, which eventually led to positions as medical director for utilization management for Arizona and Louisiana contracts.
Dr. Tu went on to become Senior Medical Director for Psychiatry and Behavioral Health for Blue Cross Blue Shield Minnesota where she was responsible for programming, assisted with contract negotiations and also clinically led a High Complexity Case Unit focusing on the care of individuals with the highest cost in government as well as commercial lines of business. Her interests range from direct clinical work with patients to quality improvement and the increasing cost of healthcare.
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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 two 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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Building A Sustainable Organization In A Value-Based Market - A Guide To Moving Your Organization From FFS To Capitation

Breakout Session

The health care market is in the middle of a massive transformation – one that’s designed to ultimately improve outcomes and reduce costs. For health and human services provider organizations adapting to this transformation is an enormous undertaking. This session is designed to help organizations transform their internal processes in order to be able to deliver the high quality and lower cost care that the market demand. Wayne Wells, MD, Health Resource Integration and Mark I. Foulke, COO, Market Manager, Tennessee at Cigna will break down the set of interdependent steps that providers and payers need to put in place improve value while at the same time, building sustainable organizations.

John F. Talbot, Ph.D.

Chief Strategy Officer, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes. In his role with Colorado Care Management, Dr. Talbot also led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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Wayne O. Wells, MD

, Health Resource Integration

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Mark I. Foulke

Chief Operating Officer, Market Manager-Tennessee, Cigna HealthSpring

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Metrics-Based Management For Value-Based Reimbursement

Breakout Session

The changing health and human service landscape has resulted in a rise in the number of payers demanding performance-based contracting and increased competition among providers organizations. This means executive teams need to make better, faster decisions, which can only be accomplished with a data-driven approach. To help executive teams move their decision-making process to a more data-driven approach, this session will focus on four key elements:

  1. Real-time operational and management performance reporting
  2. Strategic key performance indicators
  3. Management and industry benchmarks and performance targets
  4. Management dashboard and performance alerts

Joseph P. Naughton-Travers, Ed.M.

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, over half 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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11:45 am - 12:45 pm

The Transition To Value: Addressing The Challenges Of Performance Measurement, Talent & Capital

Plenary Address

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 two 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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12:45 pm - 1:15 pm

Closing Remarks & Raffle Prize Drawings In The Institute Exhibit Hall

Closing Remarks


2:00 pm - 5:00 pm

Leveraging Technology For Competitive Advantage: An OPEN MINDS Seminar On Best Practice Technology Implementation

Executive Seminar

Alsten Tauro

Senior Consultant, OPEN MINDS

Alsten Tauro brings more than 10 years of leadership and management experience in information technology (IT) and services to the OPEN MINDS team. He has a demonstrated expertise in IT operations and process reengineering, strategic IT planning and road-mapping, networking and telecommunications, web administration and programming, and project management.

Prior to joining OPEN MINDS, Mr. Tauro was the Director of Information Technology for the Corporate Headquarters of Sigma Nu Fraternity, Inc., were he established and implemented technology initiatives to meet Sigma Nu Fraternity’s growing IT needs―inventory, annual budget, disaster recovery plan, documentation, and operating policies. He also managed a broad range of installation, upgrade, and troubleshooting projects for network and web administration and organization conferences. In this role, he led IT assessments, research, and benefit-cost analysis of potential technology acquisitions; leveraged changing technology landscape and new millennium opportunities unto social media platforms tools for improved operational efficiency. As a result, Sigma Nu saw a 35% enhancement of their remote computing systems and productivity through infrastructure updates led by Mr. Tauro.

In addition to his Director role, Mr. Tauro served as a Programmer for the organization, leading many hands-on solution architecture design projects and performing frequent ‘big data’ extraction and analysis, and integrity and security checks on confidential and public information. He also administered website content work orders and performing various website content updates and redesign in 2002 and 2007―using LAMP, HTML, CSS, PHP, MySQL, JavaScript and Ajax; leading to $9,000+ in annual savings.

Previously, Mr. Tauro served a number of organizations as an independent IT consultant, providing IT consulting and supporting development of IT applications and equipment for start-up organizations. As part of this role, he setup and managed technical equipment, networked computers, and monitored video feeds for the 2014 Oracle Open World conference.

Mr. Tauro earned Bachelor of Science in Computer Science and a Bachelor of Science in Mathematics from Nicholls State University in Thibodaux, Louisiana.

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Jim Gargiulo

Senior Associate, OPEN MINDS

Jim Gargiulo has more than 35 years of experience in the health and human services field. Mr. Gargiulo brings a strong background in information technology to OPEN MINDS customers. He has extensive background as both a developer of technology and an end user.

Prior to joining OPEN MINDS, Mr. Gargiulo was an Executive Vice President at Netsmart Technologies Corporation, the largest provider of technology in the health and human services and integrated care space. In that role, he was responsible for the alignment of Netsmart solutions with its more than 1,500 client organizations. In this role he created, managed, and led a team of 50 associates across the country, helped integrate account teams from acquired companies, and represented the company as an industry expert on clinical workflow, revenue management, implementation strategy, medication management, and meaningful use.

Mr. Gargiulo joined Netsmart at its earliest stages of growth and held various positions during his more than 30 year tenure with the company. These positions included leadership roles in project management, solution consulting, product management, and business development. He was on the team that helped define company’s first EMR solutions and lead some of the company’s largest public sector implementations of the EMR solution – including onboarding of 35 different state agencies with the Netsmart. He also represented Netsmart in its early data standards initiatives with National Institute of Mental Health (NIMH), and led its Y2k conversion efforts. During his tenure with Netsmart, the company grew by more than 3,000% over 15 years.

Before working with Netsmart, Mr. Gargiulo was the Mental Health & MIS Director for the Delaware County Government. In this role, he deployed contract management and billing systems for the 50+ private non-profit agencies under contract with the County Department of Human Services. He has also held previous positions with the Veterans Administration and Resources for Human Development, conducting research on brain injury and the incidence and prevalence of mental illness in Pennsylvania. Mr. Gargiulo started his career as a residential counselor for children and adolescents with special needs at Elwyn.

As an involved community member, Mr. Gargiulo has participated in a number of industry governing boards. He served as an Executive Board Member for the Software and Technology Vendor Association (SATVA) and as a member of the Substance Abuse and Mental Health Services Administration’s (SAMHSA) 2000 Data Standards Decision Support Committee.

Mr. Gargiulo received his Bachelor of Arts degree in psychology from the University of Pennsylvania and his Master of Science in research and evaluation from Drexel University (formerly the Hahnemann Medical College).

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