Chat with us, powered by LiveChat

Full Agenda & Schedule Of Events

8:00 am – 9:00 am ET

Registration

Registration

Grab your badge and get registered for the week ahead!


9:00 am – 12:30 pm ET

Getting To The Right Scale: The OPEN MINDS Seminar On Successful Mergers, Acquisitions, & Affiliations

Best Practices Seminar

How big is big enough for your organization to sustain talent, market reach, and financial resources? In deciding the right path for staying competitive in the constantly shifting health and human services marketplace, many executives from specialty provider organizations are pursuing merger, acquisition, and affiliation (MA&A) strategies. In the last few years, the field has experienced a record number of MA&A among specialty provider organizations serving consumers with complex conditions. Join us for this information packed seminar examining growth strategies and successful implementation plans from previous mergers and collaborations occurring in the health and human services field. Learn from industry leaders how to position your organization for sustainability and growth as we move forward into the “post-pandemic” world. This seminar will focus on:

  • Designing an effective MA&A strategy
  • Identifying opportunities and prospective organizational partners
  • Challenges faced and overcome to create successful MA&A partnerships

Joe Naughton-Travers

Ken Carr

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.


1:30 pm – 4:30 pm ET

How To Build (& Succeed With) Value-Based Payer Partnerships: An OPEN MINDS Seminar On Best Practices In Marketing, Negotiating, & Contracting With Health Plans

Best Practices Seminar

Across the country, managed care organizations 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. For executives, this means they must find a way to position themselves to work closely with managed care companies. And 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.

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 seminar, we will discuss:

  • How to start strategic conversations with health plans.
  • How to confirm the foundational components of infrastructure needed for VBR are in place and demonstrate your organization’s value in a way that will capture health plan’s interest.
  • How to secure and optimize service agreements with health plans and implement approaches to realign service models to ensure success in a value-driven market.

Richard Louis, III

Richard Louis, III has extensive experience as a behavioral healthcare administrator, business development specialist, and innovator of new service lines for behavioral healthcare organizations and currently serves the Vice President –  Western Region at OPEN MINDS.

Previously, Mr. Louis was the Director of Development – Behavior & Addiction Medicine at Southern California Healthcare Systems Inc. / Prospect Medical. There, he was involved in many consulting projects focused on health care integration, developing new service lines, and health plan contract development. Most recently, he pioneered the development of a series of innovative and profitable integrated behavioral health treatment and population health management solutions that target high cost and complex behavioral health populations. These solutions have shown to reduce payer spend while improving client outcomes for acute care hospital systems, health plans, managed care organizations (MCO), managed service organizations (MSO), managed behavioral healthcare organizations (MBHO), medical groups (IPA) and social service agencies.

Mr. Louis was also the Executive Director of Strategic Development and Planning at Pathways – Molina Healthcare, a national for-profit behavioral healthcare company operating in 23 states. In this role, Mr. Louis developed and launched population health management program strategies that included in-community care management and in-home coordinated care services to reduce hospital readmissions, emergency department (ED) visits, and improve HEDIS scores for national health plans and Managed Care Organizations.

Mr. Louis is also a former Psychiatric Hospital Administrator and Assistant Director of Mental Health for San Bernardino County Department of Behavioral Health in CA, where he was responsible for behavioral health program management, clinical operations, strategic alliances, and outcome-based service delivery models for complex adult and youth populations.

Mr. Louis also served in various positions at College Health Enterprises (CHE), a Los Angeles based for-profit hospital system, most notably serving as Vice President of Government Operations. While in this role, he created the first public sector division for CHE by establishing new service lines, contracts, and new profit/revenue streams. His responsibilities included business and program development as well as administration of inpatient, outpatient, and residential continuums of care for public payers (i.e. county mental health systems, state department of developmental disabilities, county jail, state prison, and federal government agencies).

Mr. Louis is in his 32nd year as an active duty reserve police officer (volunteer) currently holding the rank of Captain, City of Monterey Park Police Department in Los Angeles County. He has worked closely with police, county sheriff’s departments, and healthcare systems to educate and craft “treatment versus incarceration” collaborations promoting treatment and cost-effective crisis triage interventions for persons with mental illness.

Mr. Louis graduated with a Bachelor of Arts in psychology from Whittier College and is a Police Academy Graduate from Rio Hondo College in Whittier, California.

Ramona Osburn

Ramona Osburn, MBA, MHA, FACHE, brings 20 years of experience in the behavioral health field to OPEN MINDS. Prior to joining the OPEN MINDS team, Ms. Osburn served as the Regional Vice President of Operations, Strategic Behavioral Health, providing leadership, strategy, and operational support to behavioral health hospitals and outpatient centers in multiple states. In that role, she created numerous outpatient telehealth programs, developed a strategy for community-based care programming, and was responsible for business development and marketing planning.

Previously, Ms. Osburn was the Chief Executive Office for Summit Behavioral Health. At Summit, Ms. Osburn led a program to integrate the operations of a large addiction treatment center; an addiction medicine practice with more than 40 addictionologists and psychiatrists, and a medical health care system. She facilitated the development of a strategy for the newly-integrated system, developed its marketing plan, created a physician council, and negotiated its payer contracts including pay-for-performance arrangements.

Earlier in her career, Ms. Osburn was the Market Chief Executive Offices for Universal Health Services. She was recruit to design, build, and open a new behavioral health hospital and multiple outpatient centers to support a partnership with a regional medical center. She was also responsible for the operations of four other behavioral health hospitals, managing the CEOs of those facilities. In this role, Ms. Osborn also recruited psychiatrists, led a initiative to integrate behavioral health into the medical center’s emergency services, and negotiated numerous health plan contracts and partnerships.  

Before UHS, Ms. Osburn was the Senior Vice President of Behavioral Health for Texas Health Resources. In that role, she provided operational leadership for multiple behavioral health hospitals, residential addiction treatment centers, eating disorder programs, and outpatient centers. She developed the organization’s direct employer contracting strategy and negotiated Center of Excellence contracts with health plans. Ms. Osborn also led Texas Health Resources involvement in an ACO initiative to integrated behavioral health with primary care and created a systemwide mobile assessment team for 55 hospital emergency departments in the greater Dallas metro area.

Ms. Osburn received her MBA and MHA from Texas Women’s University and Bachelor of Science Degree in Business Management from Excelsior College at the University of New York.


5:00 pm – 6:30 pm ET

Grand Opening Of The Exhibit Hall

Networking

Join us for an unveiling of all of our great exhibitors!


7:00 am – 8:30 am ET

Breakfast & Registration

Networking

If you haven’t registered yet, check in with us at the registration desk and then enjoy breakfast in the exhibit hall!


8:30 am – 9:30 am ET

Using Technologies & Analytics To Improve Behavioral Health Access & Outcomes: The New Directions Approach To Integrated Care Management

Keynote Speaker

Originally created as a managed behavioral health organization (MBHO), New Directions pivoted to becoming a behavioral health optimization company. While New Directions still performs its core services, it has reoriented its business around using technology and analytics to achieve engagement and access measures: 1. Reach (getting as many people as possible into care), 2. Speed of care (connecting consumers into care more quickly), and 3. Quality of care outcomes (matching consumers with high quality providers). Part of this strategy has centered around New Directions acquiring Tridiuum, a digital behavioral health company dedicated to advancing behavioral-medical integration. In this keynote presentation, hear examples of services and technology coming together to solve for better whole person care outcomes.

Shana Hoffman

Shana Hoffman is President & Chief Executive Officer of New Directions. Her background combines a unique understanding of the healthcare industry through her experience in Fortune 500, private equity-backed and early stage healthcare companies. Prior to joining New Directions, Shana served as both senior vice president of Corporate Transformation and Chief Operating Officer of the Tri-State Mid-Atlantic Region at Beacon Health Options. While in this role, she led client and provider operations for a region serving over 20 health plans and state direct customers and over nine million members. She improved operational performance for clients and the organization overall.

Before joining Beacon, Shana directed client development and growth efforts at Kyruus, a leader in provider search and scheduling solutions for hospitals and health systems. While there, she was instrumental in establishing key client relationships and developing go-to-market strategy. During her tenure, she increased revenue five-fold. Earlier in her career, Shana worked at DaVita Inc. in the corporate strategy group and began her career at Deloitte Consulting.

Shana graduated cum laude from the University of Pennsylvania with a Bachelor of Science degree in engineering and earned an MBA from Harvard Business School.


9:45 am – 10:45 am ET

Thought Leader Discussion

Thought Leader

Join our keynote and take this time to ask your own questions and continue the conversation.

Shana Hoffman

Shana Hoffman is President & Chief Executive Officer of New Directions. Her background combines a unique understanding of the healthcare industry through her experience in Fortune 500, private equity-backed and early stage healthcare companies. Prior to joining New Directions, Shana served as both senior vice president of Corporate Transformation and Chief Operating Officer of the Tri-State Mid-Atlantic Region at Beacon Health Options. While in this role, she led client and provider operations for a region serving over 20 health plans and state direct customers and over nine million members. She improved operational performance for clients and the organization overall.

Before joining Beacon, Shana directed client development and growth efforts at Kyruus, a leader in provider search and scheduling solutions for hospitals and health systems. While there, she was instrumental in establishing key client relationships and developing go-to-market strategy. During her tenure, she increased revenue five-fold. Earlier in her career, Shana worked at DaVita Inc. in the corporate strategy group and began her career at Deloitte Consulting.

Shana graduated cum laude from the University of Pennsylvania with a Bachelor of Science degree in engineering and earned an MBA from Harvard Business School.

Monica E. Oss

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.

 


9:45 am – 11:15 am ET

How To Radically Re-engineer Your Service Portfolio – Difficult Decisions For A Turbulent Market

CFO Summit

Consumer and payer service needs are continually changing – and the speed of this change is increasing as a result of new technology, competitors and service models. Delivering relevant and preferred services in an increasing competitive market requires frequent, systematic and sometimes radical changes to your portfolio of services. But how do you perform an actionable service portfolio analysis that identified the opportunities for growth, and the need to modify or eliminate services? Attendees in this session will learn practical insights for

  • Performing a service line analysis.
  • Aligning internal services with changing market needs and opportunities.
  • Communicating the rationale for change to internal and external stakeholders.

Ken Carr

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.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

What Health Plans Want: Measuring & Communicating Performance To Payers

Core Session

The health and human services field is shifting toward value-based payment systems. Specialty provider organizations are having conversations with health plans and payers on different strategies, partnerships, and contracting opportunities. Some have just begun, others are down that path of engagement, and some have secured contracts. What comes next and how do you measure and show value to deliver on what health want? Hear from organizations on case study examples of how to:

  • Become a metrics focused and data-driven organization
  • Achieve efficiency by utilizing dashboards and training tools
  • Understand the link between measuring results and revenue

Monica Collins, MA, MBA

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.

Ramona Osburn

Ramona Osburn, MBA, MHA, FACHE, brings 20 years of experience in the behavioral health field to OPEN MINDS. Prior to joining the OPEN MINDS team, Ms. Osburn served as the Regional Vice President of Operations, Strategic Behavioral Health, providing leadership, strategy, and operational support to behavioral health hospitals and outpatient centers in multiple states. In that role, she created numerous outpatient telehealth programs, developed a strategy for community-based care programming, and was responsible for business development and marketing planning.

Previously, Ms. Osburn was the Chief Executive Office for Summit Behavioral Health. At Summit, Ms. Osburn led a program to integrate the operations of a large addiction treatment center; an addiction medicine practice with more than 40 addictionologists and psychiatrists, and a medical health care system. She facilitated the development of a strategy for the newly-integrated system, developed its marketing plan, created a physician council, and negotiated its payer contracts including pay-for-performance arrangements.

Earlier in her career, Ms. Osburn was the Market Chief Executive Offices for Universal Health Services. She was recruit to design, build, and open a new behavioral health hospital and multiple outpatient centers to support a partnership with a regional medical center. She was also responsible for the operations of four other behavioral health hospitals, managing the CEOs of those facilities. In this role, Ms. Osborn also recruited psychiatrists, led a initiative to integrate behavioral health into the medical center’s emergency services, and negotiated numerous health plan contracts and partnerships.  

Before UHS, Ms. Osburn was the Senior Vice President of Behavioral Health for Texas Health Resources. In that role, she provided operational leadership for multiple behavioral health hospitals, residential addiction treatment centers, eating disorder programs, and outpatient centers. She developed the organization’s direct employer contracting strategy and negotiated Center of Excellence contracts with health plans. Ms. Osborn also led Texas Health Resources involvement in an ACO initiative to integrated behavioral health with primary care and created a systemwide mobile assessment team for 55 hospital emergency departments in the greater Dallas metro area.

Ms. Osburn received her MBA and MHA from Texas Women’s University and Bachelor of Science Degree in Business Management from Excelsior College at the University of New York.

Knowledge Partner

Knowledge Partner Session

Sponsored by Netsmart

Carol Clayton, Ph.D.

Carol Clayton

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.


11:30 am – 12:45 pm ET

Reimagining The Consumer Experience: Process Optimization From The Consumer Perspective

Core Session

Effective consumer engagement leads to better consumer health care experiences and healthier outcomes. With better informed consumers who are more proactive in their own care—preferring ‘individualized’ care plans, quick and convenient access to, digital communications, transparency, and privacy—it’s time to take consumer participation to the next level. Hear from specialty provider organizations who work with consumers that are driving their own care, and how these strategies can be better utilized by health care professionals to:

  • Improve organization-wide performance and service outcomes
  • Deliver on successful consumer experiences and engagement strategies
  • Integrate care and technology in consumer-centric ways

Joe Naughton-Travers

Briefing & Discussion: Results Of The 2023 OPEN MINDS Performance Management Executive Survey

Survey Results

OPEN MINDS will be sharing the results of this year’s survey, The 2023 OPEN MINDS Performance Management Executive Survey: Where Are We On The Road To Value, and discussing its implications for health and human service organizations.

OPEN MINDS surveyed specialty provider organizations in the health and human services market to determine where they are on the road to value-based contracting 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 full copy of survey results, The 2023 OPEN MINDS Performance Management Executive Survey: Where Are We On The Road To Value, will be available to all Elite members in the OPEN MINDS library following the session.

The Financial Opportunities Of Understanding Your Unit Costs – A Tool For Driving Competitive Advantage, Margin & Service Development

CFO Summit

Understanding your unit costs by services is a key tactic for reengineering them to drive great margins, ensuring that you are competitively positioned in your service market, and being prepared to negotiate new service development opportunities – especially those tied to the risks of alternative payment methods. Thoroughly understanding how to calculate and reengineer unit costs enables an organization to better achieve financial sustainability. Do you know your unit costs? Have you analyzed them to identify opportunities to drive greater margins? What role do unit costs play in designing new services and new payment methods? Attendees in this session will:

  • Discuss the steps for calculating unit costs.
  • Examine the role of unit costing in service redesign.
  • Determine how unit costs impact contracting strategy.

Tom Kmetz

Ken Carr

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.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.


12:00 pm – 1:30 pm ET

Advancing Clinical & Economic Outcomes in Schizophrenia: The Janssen LAI Portfolio

Lunch & Learn By Invitation

Sponsored by Janssen Pharmaceuticals

Sharon Hicks

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.


12:45 pm – 2:00 pm ET

Lunch On Your Own

Networking

1:45 pm – 2:15 pm ET

Post Lunch Pick Me Up

Networking

Join us in the exhibit hall for a post-lunch snack break!


2:15 pm – 3:45 pm ET

Building The Workforce Of Tomorrow: New Strategies For Recruiting, Retention & Performance Optimization

Core Session

With hybrid and remote workforces, organizations are rethinking new ways to recruit, engage and manage staff—whether in the field, office, or at home. In this shift, organizations are addressing the workforce crisis with different recruitment, retention, and performance management solutions. This can include various incentives and requirements to maximize results, revenue, and create alternative benefits that workers value. There are of course cultural and financial aspects to consider with developing performance-based initiatives to attract, grow, and meet ‘whole employee’ expectations, as well as the diverse needs of the communities being served. Join us for this informative discussion on:

  • Understanding performance-based strategies and recruitment and retention incentives
  • Fostering a culture of healthy communication, trust, and engagement
  • Providing opportunities and resources for diversity, creativity, and innovation

Deanne Cornette

Deanne Cornette, MHA, GPC, brings over 20 years of experience in the behavioral health field.  Ms.Cornette currently serves as a Senior Associate for OPEN MINDS and brings to the OPEN MINDS team noted expertise in strategic planning, grant writing and revenue development.

Previously, Ms. Cornette was the Vice President of Strategic Development for Tampa Family Health Centers, a Federally Qualified Healthcare Center. In this role, she managed grants, contracts, front desk operations, training, quality assurance special assignments (risk assessments and responses to complaints), credentialing and billing functions.  In a very short time period, she successfully procured funding to integrate behavioral health services, brought a system of processes to track health indicators and improve value-based care payment and service and became proficient in utilizing HRSA’s reporting portals.

As Counsel for Strategic Development at Agency for Community Treatment Services, Inc. (ACTS) and Vice President of Business Development for Gracepoint (merger), Ms. Cornette directed strategic development, contract negotiations, revenue development, marketing and grants.  In this capacity, she targeted funding sources and built a lucrative cash flow that provided needed services to vulnerable populations in need of behavioral health treatment.

Some of her most successful negotiations created best practice services for veteran’s programs, women’s services, as well those involved with the criminal justice system. Her portfolio includes a wide array of awards from a multitude of agencies including, but not limited to: SAMHSA, HUD, Centers for Medicaid, and the Department of Transportation and collaborations with private, non-profit and government entities.  Most recently, she worked with Gracepoint to develop Hillsborough’s Centralized Receiving Facility, one of the first funded in the State of Florida.  From a system of care for jail diversion to evidence based practices for individuals who are homeless with behavioral health needs, her awards have netted over $80 million dollars to our community.

In addition, Ms. Cornette served as the Vice President for the National Contract Management Association Suncoast Chapter, Vice President of ACTS Affordable Housing Board of Directors, Vice President of ACTS Foundation Board of Directors, and was a member of Hillsborough County Health Care Advisory Board.​ She is the recipient of University of South Florida’s 2018 Florida Outstanding Women of the Year in Public Health. Her Centralized Receiving Facility collaborative won a 2018 WEDU PBS Be Brilliant / Innovation Award.  Her concept of Housing, Engagement and Retention Tenancy (HEART) program won the 2018 Heart for Homeless award through the Housing and Education Alliance.

Ms. Cornette received her Bachelor of Arts in Psychology and her Masters Degree in Health Administration from the University of South Florida.

The CFO Role In Preparing For Value-Based Contracting – How The CFO Helps Lead Through The VBR Process

CFO Summit

The movement to a value-based reimbursement (VBR) business model is for specialty service organizations is steadily increasing. Value-based contracting provides opportunities to redesign and create new services, increase revenue, and competitively position your organization – but it also requires the processes and infrastructure to manage financial risk. Transitioning to this business model where revenue is maximized by delivering quality outcomes is key for building financial sustainability. Attendees in this session will learn practical insights for

  • Understanding the CFO role in moving to VBR.
  • How to assess readiness for value-based contracting.
  • Practical considerations for negotiating and assessing the financial risk of value-based contracts.

Ken Carr

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.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Knowledge Partner

Knowledge Partner Session

Sponsored by

Addressing Social Determinants Of Health To Achieve Whole Person Outcomes

Breakout Session

Specialty provider organizations are showing they can improve health outcomes by addressing social determinants of health (SDOH) from housing to work, education and nutrition. Furthermore, health plans are seeing value in organizations that can impact social factors and reduce the use of high-cost services. In this case study session, hear from organizations that are implementing innovative programs that incorporate social determinants of health into their whole person care strategies and are showing results.

  • Creating access and engaging consumers with social care needs
  • Measuring and reporting SDOH results
  • Embedding SDOH strategies into whole person care initiatives

Sharon Hicks

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.


4:00 pm – 5:30 pm ET

Strategies For Integration – Optimizing The Experience For Consumers & Payers

Core Session

There is a lot of talk about where the service market is heading in terms of providing value, whole person, and integrated care. Hear from organizations on their pathways taken to succeed in ensuring care integration and service coordination for specific populations, addressing social determinant of health (SDOH), achieve whole person outcomes, and meet consumer and payer expectations.

  • Strategies for integrating behavioral health with primary care and social services
  • Incorporating SDOH strategy into programs to achieve whole person outcomes
  • Building a portfolio of preventative services with sustainable funding streams

Lantie Elisabeth Jorandby, MD

Deanne Cornette

Deanne Cornette, MHA, GPC, brings over 20 years of experience in the behavioral health field.  Ms.Cornette currently serves as a Senior Associate for OPEN MINDS and brings to the OPEN MINDS team noted expertise in strategic planning, grant writing and revenue development.

Previously, Ms. Cornette was the Vice President of Strategic Development for Tampa Family Health Centers, a Federally Qualified Healthcare Center. In this role, she managed grants, contracts, front desk operations, training, quality assurance special assignments (risk assessments and responses to complaints), credentialing and billing functions.  In a very short time period, she successfully procured funding to integrate behavioral health services, brought a system of processes to track health indicators and improve value-based care payment and service and became proficient in utilizing HRSA’s reporting portals.

As Counsel for Strategic Development at Agency for Community Treatment Services, Inc. (ACTS) and Vice President of Business Development for Gracepoint (merger), Ms. Cornette directed strategic development, contract negotiations, revenue development, marketing and grants.  In this capacity, she targeted funding sources and built a lucrative cash flow that provided needed services to vulnerable populations in need of behavioral health treatment.

Some of her most successful negotiations created best practice services for veteran’s programs, women’s services, as well those involved with the criminal justice system. Her portfolio includes a wide array of awards from a multitude of agencies including, but not limited to: SAMHSA, HUD, Centers for Medicaid, and the Department of Transportation and collaborations with private, non-profit and government entities.  Most recently, she worked with Gracepoint to develop Hillsborough’s Centralized Receiving Facility, one of the first funded in the State of Florida.  From a system of care for jail diversion to evidence based practices for individuals who are homeless with behavioral health needs, her awards have netted over $80 million dollars to our community.

In addition, Ms. Cornette served as the Vice President for the National Contract Management Association Suncoast Chapter, Vice President of ACTS Affordable Housing Board of Directors, Vice President of ACTS Foundation Board of Directors, and was a member of Hillsborough County Health Care Advisory Board.​ She is the recipient of University of South Florida’s 2018 Florida Outstanding Women of the Year in Public Health. Her Centralized Receiving Facility collaborative won a 2018 WEDU PBS Be Brilliant / Innovation Award.  Her concept of Housing, Engagement and Retention Tenancy (HEART) program won the 2018 Heart for Homeless award through the Housing and Education Alliance.

Ms. Cornette received her Bachelor of Arts in Psychology and her Masters Degree in Health Administration from the University of South Florida.

Merger, Acquisition & Affiliation Strategy – Gaining Economic Scale In A Rapidly Changing World

CFO Summit

Is your organization large enough to achieve financial sustainability? Organizational size alone does not result in financial sustainability, however size that is managed well can be leveraged to lower unit costs, access capital for technology and growth, and create a competitive place in your service market. Merger, acquisition and affiliation has been used by many organizations as an effective growth strategy. But where do you start? How do you create an MA&A strategy? How do you build a merger partner pipeline? And how do you build success into the process? This session will focus on:

  • Understanding the opportunities of implementing an MA&A growth strategy.
  • Creating a merger strategy.
  • Planning and implementing an effective MA&A process.

Keith Neal, MBA, MHL, CHFP

Keith joined Advocates in September 2018 as Senior Vice President and Chief Financial Officer. He is responsible for directing all aspects of the organization’s financial affairs; leading key strategic and tactical initiatives; continuously evaluating systems and performance; and identifying areas for operational redesign and leading improvement efforts.  He is also a faculty member at Brown University, where he is a Teaching Associate for Financial Decisions in the Changing Healthcare Landscape.

Prior to Advocates, Keith worked at Brown Emergency Medicine (formerly University Emergency Medicine Foundation) where he was Chief Financial Officer.  There he led the accounting, finance, and revenue cycle functions, which handled over 270,000 patient encounters. He also assisted in managing the corporate governance aspects of the Foundation.  While there, he helped develop and implement quality and gain-sharing programs with Commercial and Medicaid managed care payors.  Prior to that, Keith worked for EMC Corporation for nearly 15 years in a variety of leadership roles.

Keith received his bachelor’s degree in economics from Wheaton College.  He also has an MBA from Clark University, and a Master of Healthcare Leadership from Brown University, where he focused his studies on the development and implementation of quality-based payment programs and alternative payment models.  He is an Eagle Scout, 6-sigma Greenbelt, and a Certified Healthcare Financial Professional.  He occasionally lectures on the topic on healthcare finance, and was recently published in Academic Emergency Medicine, contributing to a manuscript on the financial viability of emergency department observation units.

Ken Carr

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.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Knowledge Partner

Knowledge Partner Session

Sponsored by Relias


5:30 pm – 7:00 pm ET

Networking Reception

Networking

Take this time to relax with a cocktail and hor ‘douvres, and mingle with your peers, speakers and vendors during our executive networking reception, located in the exhibit hall!


7:00 am – 8:00 am ET

Executive Breakfast

Networking

Join us for a hot breakfast and coffee in the exhibit hall to start your day!


8:00 am – 9:00 am ET

WakeMed’s Path To Value & Whole Person Care: The Development Of The WakeMed Behavioral Health Network

Keynote Address

With its innovative approach to addressing whole person health needs by utilizing a population health approach to behavioral health, WakeMed is meeting the needs of people living with complex medical and behavioral health conditions throughout Wake County, the largest and fastest growing region of North Carolina, and third fastest growing county in America. WakeMed Health and Hospitals drives a model that integrates behavioral health treatment (inpatient & outpatient), primary care, and social determinants of health (SDOH) across its network of thirty-seven (37) partner organizations. The model is based on four pillars: use of common screening tools, mitigation of social and medical obstacles, application of best-practice, patient engagement techniques, and coordination at all levels of follow-up care. Hear about the strategy, market drivers, results and issues encountered in developing the WakeMed Behavioral Health Network (WMBHN), and what our keynote sees as their future.

Rick Shrum, MBA, MHA

Rick Shrum, Sr., is a member of WakeMed’s executive leadership, serving as Chief Strategy Officer. In this role, Rick is responsible for identifying, evaluating, and executing market opportunities and strategic initiatives to help WakeMed achieve its mission and aspirational goals. He also has operational responsibility for all Behavioral Health Services, WakeMed Innovations, and Corporate Planning divisions.

During his tenure at WakeMed, Shrum has led efforts to expand and form the WakeMed Behavioral Health Network (WMBHN)– a collaboration to connect the community and better address mental health and substance use issues. He also played a key role in developing WakeMed Innovations and their inaugural pilot project, a collaboration with UPS, FAA and NCDOT to use drones to transport medical packaging specimens across our market, as well as WakeMed’s new novel Walk-in Primary Car service, MyCare 365, along with many other strategically important innovations.

Rick Shrum has more than 25 years of leadership experience in both acute and behavioral health care. Prior to coming to WakeMed, he was the chief operating officer of Diamond Healthcare Corporation in Richmond, Va.  Rick holds masters’ degrees in Health Administration and Business Administration from Xavier University.


9:15 am – 10:15 am ET

Thought Leader Discussion

Thought Leader

Join our keynote and take the opportunity to ask your own questions and continue the conversation.

Rick Shrum, MBA, MHA

Rick Shrum, Sr., is a member of WakeMed’s executive leadership, serving as Chief Strategy Officer. In this role, Rick is responsible for identifying, evaluating, and executing market opportunities and strategic initiatives to help WakeMed achieve its mission and aspirational goals. He also has operational responsibility for all Behavioral Health Services, WakeMed Innovations, and Corporate Planning divisions.

During his tenure at WakeMed, Shrum has led efforts to expand and form the WakeMed Behavioral Health Network (WMBHN)– a collaboration to connect the community and better address mental health and substance use issues. He also played a key role in developing WakeMed Innovations and their inaugural pilot project, a collaboration with UPS, FAA and NCDOT to use drones to transport medical packaging specimens across our market, as well as WakeMed’s new novel Walk-in Primary Car service, MyCare 365, along with many other strategically important innovations.

Rick Shrum has more than 25 years of leadership experience in both acute and behavioral health care. Prior to coming to WakeMed, he was the chief operating officer of Diamond Healthcare Corporation in Richmond, Va.  Rick holds masters’ degrees in Health Administration and Business Administration from Xavier University.

Ken Carr

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.


9:15 am – 10:30 am ET

Improving Hybrid Service Delivery: Experiences From The Field

Core Session

How to design a hybrid service delivery system that meets the needs of both consumers and health care professionals? Achieve a ‘digital health advantage’ by integrating both virtual and traditional service options for health, behavioral, and social care needs. In this session, discover:

  • Which services and consumers are appropriate for telehealth (and which are not)
  • How to optimize service delivery for consumers and clinical professionals
  • Assess clinical professionals’ abilities for hybrid service delivery

Sharon Hicks

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.

Knowledge Partner

Knowledge Partner Session

Sponsored by Netsmart

Carol Clayton, Ph.D.

Carol Clayton

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.


10:45 am – 12:00 pm ET

Planning For Financial Sustainability

Core Session

Achieving sustainability and growth during turbulent times requires new tools and knowledge to drive organizational performance, achieve excellence in outcomes, and make quick decisions. And what worked for you in the past may not work now. By examining strategies for maximizing revenue, including analyzing your funder mix, exploring new ways/funding, paying for consumer engagement, and reaching out to payers. This session will take an extensive look into how prevailing practices will meet the needs of the future, including:

  • Ways to increase productivity, work with payers, and market to them
  • Strategies to increase revenue and decrease unnecessary costs
  • Investing in maintaining and redeploying resources

Mikel Briggs

Ken Carr

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.

Knowledge Partner

Knowledge Partner Session

Sponsored by Blaze Advisors

Options For Integration – FQHCs, Look-A-Likes & More!

Breakout Session

Integrated care models have proven successful in bringing primary care, behavioral health, and social services together and improving outcomes for consumers with complex needs. In deciding which model is right for your organization to pursue, some executive leaders have chosen to become an FQHC or FQHC look-a-likes. Others have pursued CCBHC and other models of integrated care. Why did they choose such paths, and what are the differences and requirements? Join us to hear from organizations about their journey to integrated care, including a discussion on the:

  • Benefits of FQHC vs. FQHC look-a-like
  • The pros and cons of different models for integrated care
  • The future of integrated care and how to deliver coordinated services effectively

Deanne Cornette

Deanne Cornette, MHA, GPC, brings over 20 years of experience in the behavioral health field.  Ms.Cornette currently serves as a Senior Associate for OPEN MINDS and brings to the OPEN MINDS team noted expertise in strategic planning, grant writing and revenue development.

Previously, Ms. Cornette was the Vice President of Strategic Development for Tampa Family Health Centers, a Federally Qualified Healthcare Center. In this role, she managed grants, contracts, front desk operations, training, quality assurance special assignments (risk assessments and responses to complaints), credentialing and billing functions.  In a very short time period, she successfully procured funding to integrate behavioral health services, brought a system of processes to track health indicators and improve value-based care payment and service and became proficient in utilizing HRSA’s reporting portals.

As Counsel for Strategic Development at Agency for Community Treatment Services, Inc. (ACTS) and Vice President of Business Development for Gracepoint (merger), Ms. Cornette directed strategic development, contract negotiations, revenue development, marketing and grants.  In this capacity, she targeted funding sources and built a lucrative cash flow that provided needed services to vulnerable populations in need of behavioral health treatment.

Some of her most successful negotiations created best practice services for veteran’s programs, women’s services, as well those involved with the criminal justice system. Her portfolio includes a wide array of awards from a multitude of agencies including, but not limited to: SAMHSA, HUD, Centers for Medicaid, and the Department of Transportation and collaborations with private, non-profit and government entities.  Most recently, she worked with Gracepoint to develop Hillsborough’s Centralized Receiving Facility, one of the first funded in the State of Florida.  From a system of care for jail diversion to evidence based practices for individuals who are homeless with behavioral health needs, her awards have netted over $80 million dollars to our community.

In addition, Ms. Cornette served as the Vice President for the National Contract Management Association Suncoast Chapter, Vice President of ACTS Affordable Housing Board of Directors, Vice President of ACTS Foundation Board of Directors, and was a member of Hillsborough County Health Care Advisory Board.​ She is the recipient of University of South Florida’s 2018 Florida Outstanding Women of the Year in Public Health. Her Centralized Receiving Facility collaborative won a 2018 WEDU PBS Be Brilliant / Innovation Award.  Her concept of Housing, Engagement and Retention Tenancy (HEART) program won the 2018 Heart for Homeless award through the Housing and Education Alliance.

Ms. Cornette received her Bachelor of Arts in Psychology and her Masters Degree in Health Administration from the University of South Florida.


12:00 pm – 1:15 pm ET

Lunch On Your Own

Networking

1:00 pm – 1:30 pm ET

Post Lunch Pick Me Up

Networking

Don’t miss these special treats for an afternoon break located in the exhibit hall!


1:15 pm – 3:15 pm ET

Preparing For CalAIM: Success & Sustainability – The Data-Driven Path Forward

Executive Seminar

Richard Louis, III

Richard Louis, III has extensive experience as a behavioral healthcare administrator, business development specialist, and innovator of new service lines for behavioral healthcare organizations and currently serves the Vice President –  Western Region at OPEN MINDS.

Previously, Mr. Louis was the Director of Development – Behavior & Addiction Medicine at Southern California Healthcare Systems Inc. / Prospect Medical. There, he was involved in many consulting projects focused on health care integration, developing new service lines, and health plan contract development. Most recently, he pioneered the development of a series of innovative and profitable integrated behavioral health treatment and population health management solutions that target high cost and complex behavioral health populations. These solutions have shown to reduce payer spend while improving client outcomes for acute care hospital systems, health plans, managed care organizations (MCO), managed service organizations (MSO), managed behavioral healthcare organizations (MBHO), medical groups (IPA) and social service agencies.

Mr. Louis was also the Executive Director of Strategic Development and Planning at Pathways – Molina Healthcare, a national for-profit behavioral healthcare company operating in 23 states. In this role, Mr. Louis developed and launched population health management program strategies that included in-community care management and in-home coordinated care services to reduce hospital readmissions, emergency department (ED) visits, and improve HEDIS scores for national health plans and Managed Care Organizations.

Mr. Louis is also a former Psychiatric Hospital Administrator and Assistant Director of Mental Health for San Bernardino County Department of Behavioral Health in CA, where he was responsible for behavioral health program management, clinical operations, strategic alliances, and outcome-based service delivery models for complex adult and youth populations.

Mr. Louis also served in various positions at College Health Enterprises (CHE), a Los Angeles based for-profit hospital system, most notably serving as Vice President of Government Operations. While in this role, he created the first public sector division for CHE by establishing new service lines, contracts, and new profit/revenue streams. His responsibilities included business and program development as well as administration of inpatient, outpatient, and residential continuums of care for public payers (i.e. county mental health systems, state department of developmental disabilities, county jail, state prison, and federal government agencies).

Mr. Louis is in his 32nd year as an active duty reserve police officer (volunteer) currently holding the rank of Captain, City of Monterey Park Police Department in Los Angeles County. He has worked closely with police, county sheriff’s departments, and healthcare systems to educate and craft “treatment versus incarceration” collaborations promoting treatment and cost-effective crisis triage interventions for persons with mental illness.

Mr. Louis graduated with a Bachelor of Arts in psychology from Whittier College and is a Police Academy Graduate from Rio Hondo College in Whittier, California.


1:30 pm – 3:00 pm ET

Making It With Performance-Based & Risk Based Contracts: Keys To Success

Core Session

Behavioral health provider organizations are lagging in the move to value-based contracts as compared with other health care specialties—22% in mental health, while 80% of health plans report paying cardiovascular specialists using some value-based contract—that is. This session will focus on value-based payments in the nonprofit/behavioral health provider organization field, including realigning service portfolios, measuring for outcomes, attribution, etc. Learn the:

  • “How-tos” on moving into value-based contracts
  • Elements in negotiating rates that pay for whole person outcomes
  • Navigating integrated care settings to ensure attributions and payments for results

Brian Holzer

Dr. Brian Holzer currently serves as Chief Executive Officer (CEO) of Aware Recovery Care, a pioneer of In-Home Addiction Treatment Services (IHAT) that is changing the face and place of recovery from Substance Use Disorder (SUD).  Dr. Holzer joined Aware Recovery Care in April 2022 and is spearheading strategic planning and commercial expansion efforts as the company now operates in nine states and is poised for national expansion in partnership with established national and regional payers, and other stakeholders. 

Dr. Holzer comes to Aware with over 20 years of diverse experience, including strategy, operations, marketing, and sales in large and small public and private healthcare companies. Most recently, Brian was President of Innovations at Kindred Healthcare in Louisville. In this role, Brian also founded and served as CEO of Lacuna Health which provides patient engagement solutions to physician groups, hospitals, and insurance providers.

Before Kindred, Dr. Holzer served as an executive with Pittsburgh-based insurance and healthcare company Highmark Health and its hospital system Allegheny Health Network. There, he led the formation of multiple home-based and post-acute care businesses including Home Health, Hospice, Home Infusion, and Home Medical Equipment. Brian has also held positions in healthcare consulting and various strategy, operations, and sales and marketing roles in the biotechnology industry.

Dr. Holzer graduated from Pennsylvania State University, earned a Medical Degree from the Drexel University College of Medicine, and an MBA, with a major in healthcare management, from the Wharton School of Business.

Joe Naughton-Travers

Knowledge Partner

Knowledge Partner Session

Sponsored by Akili


3:15 pm – 3:45 pm ET

Raffle Prize Drawing

Networking

Join us in the exhibit hall to see if you’ve won any of the great prizes provided by our generous sponsors! Drop your raffle card to the registration desk by 3:00 pm on Thursday to be included in the drawing. (Must be present to win!)

Lauren Evangelist

Lauren Evangelist brings more than 15 years of experience in marketing and business strategy, brand development, product launch and digital marketing to OPEN MINDS. Ms. Evangelist currently serves as the Executive Vice President of Partnerships

Prior to joining OPEN MINDS, Ms. Evangelist was the Vice President of Marketing & Public Relations for Tridiuum, where she developed and implemented the company’s new go-to-market sales and marketing strategy. Ms. Evangelist also developed and launched Tridiuum’s provider recruitment program in partnership with New Directions Behavioral Health (NDBH). She created the program’s acquisition strategy, marketing collateral and recruited behavioral health providers to accelerate access to care for 4M NDBH members. NDBH acquired Tridiuum based on program’s immediate impact and success.

Previously, Ms Evangelist, served as Vice President of Partnership & Loyalty Marketing with OneMain Financial in Wilmington, DE. In this role, she launched OneMain’s strategic partnerships and customer loyalty programs to generate demand for loan products, provide financial literacy, create customer engagement and enhance the OneMain customer experience.

Prior to her role at OneMain Financial, Ms. Evangelist was Senior Manager of Strategic Partnership Marketing for ShopRunner in Conshohocken, PA. In this role, she developed and executed strategic marketing programs with corporate partners like American Express, Mastercard and PayPal to acquire new ShopRunner members and drive member activation within the ShopRunner network.

Previously, Ms. Evangelist was at QVC (Qurate Retail Group) in West Chester, PA for 12 years, where she held several instrumental roles within Marketing and eCommerce. In her last role as Manager of Partner Marketing, shepiloted and launched QVC’s first Co-Op Marketing program, which accounted for over $2M in incremental marketing contributions from national retailer partners like Dell, Dooney & Bourke and Vera Bradley.

Ms. Evangelist received her Bachelor of Arts in Commercial Design from Lycoming College, Williamsport, PA. She has also been a member of the Lycoming College Athletics Advisory Board since 2018.

Paul M. Duck

Paul M. Duck brings more than 40 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts, which led to a 30% increase in net revenue and initiated more than $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning including the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.


3:45 pm – 4:15 pm ET

Closing Keynote

Keynote

Monica E. Oss

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.

 


Print-friendly Agenda