Institute Agenda

1:00 pm – 3:00 pm ET

Virtual Seminar Only: Maximizing Revenue, Aligning Internal Growth Strategy & Succeeding In Value-Based Care: An OPEN MINDS Executive Seminar On Marketing Strategy

Virtual Seminar

Marketing is an invaluable tool for success and sustainability. Our essential and proprietary marketing planning process gives you the strategy and tools needed to compete. Having your sales and marketing team and your marketing plan aligned with your strategy for growth amidst a shift into value-based reimbursement is necessary. This “can’t miss” half day opportunity provides your executive team with the skills to create a marketing plan that is solid, but flexible enough to grow your best practice competencies and position your organization with a competitive advantage in an ever-shifting marketplace. This is the only marketing seminar of its kind and is designed specifically for specialty provider organizations in the health and human services field. In this session you will:

  • Learn the components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
  • Step by step process for creating a successful marketing plan and how to implement it
  • Gain insights and access to signature marketing planning process and tools

This Executive Seminar will be presented in person at Clearwater Beach, Florida, February 17th, from 9:00 a.m. – 12:30 p.m.

Casey Zanetti

Casey Zanetti brings more than 15 years of experience in marketing strategy, brand development, product launch, and customer success to the OPEN MINDS team. She currently serves as a Senior Associate in the OPEN MINDS consulting practice.

Prior to her position at OPEN MINDS, Ms. Zanetti served as the Founder and Senior Marketing Consultant at Zane Group. During her time at the Zane Group, Ms. Zanetti worked with entrepreneurs and established organizations to develop and execute strategic marketing plans that were data-driven and provided meaningful results.

Prior to her role at the Zane Group, Ms. Zanetti served as the Vice President of Marketing at Twistle. In this role, Ms. Zanetti developed a strategic plan to grow revenue by 100% in 2020. In addition, she developed an inbound and outbound marketing plan to build brand awareness, articulate value proposition, and generate qualified leads. Ms. Zanetti also defined Twistle’s key differentiators in the market based on competitive landscape, value proposition, key personas, and mission/vision/values.

Prior to her role at Twistle, Ms. Zanetti served as Vice President of Marketing for InDemand Interpreting. Ms. Zanetti established the marketing arm of InDemand and built a successful marketing and sales development team to execute a strategy that supported a CAGR of ~40% YoY. She built a premium brand by aligning InDemand’s offering with relevant industry trends to solve pain points and support thought leadership. She also developed the 5-to-Thrive program to support a seamless customer journey across the organization and positioned InDemand as a thought leader in the health care industry.

Prior to her role at InDemand Interpreting, Ms. Zanetti served as Director of Marketing for Apex Learning. She created aggressive revenue growth and initiated a social media strategy to support the sales organization and connect with previously overlooked stakeholders and influencers to increase sales.

Ms. Zanetti received her Bachelor of Arts, focused on International Marketing, from Western Washington University. In addition, she received her Master of Arts, Whole Systems Design, from Antioch University. She holds certificates in Digital Marketing, Executive Leadership, and Graphic Design.

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led over twenty strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the industry. In addition to his work in the consulting practice, Mr. Snyder currently oversees the marketing, public relations, and sales divisions of OPEN MINDS.

Prior to his current position, Mr. Snyder served as OPEN MINDS Vice President Of Marketing. During this time he was led the successful launch of multiple new product offerings, the re-design of the OPEN MINDS website, and the launch of PsychU.org – a free online community and resource center for professionals in the mental health community.

Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in both Marketing Communications and Business Management.


7:30 am – 8:30 am ET

Executive Networking Breakfast

Networking

Join us this morning for a chance to discuss the coming day’s events and have breakfast with each other.


8:30 am – 9:00 am ET

Welcome & Announcement Of The Results From The 2022 OPEN MINDS Performance Management Executive Survey

Introduction

During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will open the institute by sharing the results of this year’s survey, The 2022 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 2022 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.

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.

 


9:00 am – 10:00 am ET

Improving Access & Collaboration For Complex Consumer Needs: Centene’s Approach To Integrated Care

Keynote Address

How can payers and providers enable behavioral and physical care integration? Payers are utilizing metrics and data that can help inform provider organization’s clinical and quality areas to measure, which in turn helps them succeed in a value-based contracting model of care. Improving access to care for consumers, requires utilizing vendor platforms, technology, and telehealth, while incorporating behavioral health with primary care. By reducing burdens of care and identifying care gaps, provider organizations can then support their consumers through engagement allowing quality measures to improve. These quality outcome metrics inform the direction of your organization as it provides care to complex consumers, which in turn can position your organization to succeed in a value-based landscape, and can inform the partnerships you are able to create with payers.

Dr. Indira Paharia

M. Indira Paharia, Psy.D., MBA, MS

Chief Operating Officer, Behavioral Health

Centene Corporation

Dr. Indira Paharia is a licensed clinical psychologist and the Chief Officer for Centene Advanced Behavioral Health.  Centene Advanced Behavioral Health serves over 17 million members in 34 states across Medicare, Medicaid, and Marketplace products as part of the Centene Corporation, a Fortune 50 company.

Dr. Paharia has specialized experience in behavioral health managed care, behavioral and physical health integration, and evidence-based programming for vulnerable populations.  She has held senior executive and board positions with provider organizations and Fortune 500 companies. Most recently she served as Chief Practice and Performance Officer for a large multistate child-serving provider organization. Previously, she was the National Vice President of Clinical Programs for a Fortune 500 Medicaid Managed Care company, where she led integrated care management for all Medicaid and Medicare members. Prior to this, she was responsible for behavioral health and worksite wellness operations at a multistate BlueCross BlueShield plan for all commercial, Medicare and Medicaid members.

Dr. Paharia currently serves on the board of the Association for Behavioral Health and Wellness.  She has served as a delegate at the World Health Assembly, the annual meeting of the World Health Organization and the United Nations, and served as a federally appointed national advisor to SAMHSA for six years. She received her Doctorate in Clinical Psychology from the University of Denver, as well as an MBA in Healthcare Administration and an MS in Healthcare Finance from Temple University with distinction.

She is passionate about ensuring access to high quality behavioral healthcare for our most vulnerable populations. 


10:15 am – 11:15 am ET

Thought Leader Discussion

Thought Leader Forum

Join us for a follow up session as we engage our keynote presenter in further questions and deeper conversation.

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.

 

Dr. Indira Paharia

M. Indira Paharia, Psy.D., MBA, MS

Chief Operating Officer, Behavioral Health

Centene Corporation

Dr. Indira Paharia is a licensed clinical psychologist and the Chief Officer for Centene Advanced Behavioral Health.  Centene Advanced Behavioral Health serves over 17 million members in 34 states across Medicare, Medicaid, and Marketplace products as part of the Centene Corporation, a Fortune 50 company.

Dr. Paharia has specialized experience in behavioral health managed care, behavioral and physical health integration, and evidence-based programming for vulnerable populations.  She has held senior executive and board positions with provider organizations and Fortune 500 companies. Most recently she served as Chief Practice and Performance Officer for a large multistate child-serving provider organization. Previously, she was the National Vice President of Clinical Programs for a Fortune 500 Medicaid Managed Care company, where she led integrated care management for all Medicaid and Medicare members. Prior to this, she was responsible for behavioral health and worksite wellness operations at a multistate BlueCross BlueShield plan for all commercial, Medicare and Medicaid members.

Dr. Paharia currently serves on the board of the Association for Behavioral Health and Wellness.  She has served as a delegate at the World Health Assembly, the annual meeting of the World Health Organization and the United Nations, and served as a federally appointed national advisor to SAMHSA for six years. She received her Doctorate in Clinical Psychology from the University of Denver, as well as an MBA in Healthcare Administration and an MS in Healthcare Finance from Temple University with distinction.

She is passionate about ensuring access to high quality behavioral healthcare for our most vulnerable populations. 


10:15 am – 11:45 am ET

How To Change The Medicaid Rules In Your State

Case Study

Medicaid plans have their challenges. How do Medicaid leaders address shrinking budgets, changing reimbursement models, workforce crises, technology shortcomings, regulatory uncertainty, and many other problems that are both old and new? And what are the implications of these challenges—and the potential solutions—for provider organizations? While trying to make Medicaid rules work for you, your organization, and the consumers you serve and their specific needs it becomes necessary to understand the policy work being done at a state level. How this policy work drives Medicaid rules is becoming an increasingly necessary competency that organizations cannot ignore. To understand health policy is to understand how your operations should be run—having your voice at the table is crucial if you want your consumers to have their voices heard. In this session you can expect to:

  • Understand how Medicaid rules affect your organization
  • Hear about states and companies that are driving policy change
  • Have ideas on how you and your organization can start taking steps to advocate for your consumers at the state level

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.

Carol Clayton, Ph.D.

Dr. Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector . Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company.  CMT was acquired by Relias Learning in 2016.  Prior to her tenure at CMT and Relias, Dr. Clayton had broad clinical leadership experience including serving as the nonprofit Executive Director for the North Carolina Council of Community MH/DD/SA Programs, serving as the Executive Director for Magellan Health Services for the South Atlantic states of North Carolina, South Carolina, Tennessee and Georgia, and serving as the Child and Family services Director for a mental health authority running a 1915B child waiver.


11:45 am – 1:00 pm ET

Major Depressive Disorder In Chronic Kidney Disease

Lunch & Learn – Sponsored By PsychU & NephU

There is a high prevalence of depression among patients with chronic kidney disease (CKD). This presentation will examine the clinical overlap between CKD and major depressive disorder (MDD) in symptomatology, behavioral and biological mechanisms, the impact of comorbid depression on CKD outcomes, and strategies for effective management of depression in CKD.

Aaron Emmel, PharmD, MHA, BCPS

  • Doctor in Pharmacy from the University of Florida in 2007
  • Masters in Health Administration from the University of North Florida in 2015
  • 10 years of experience as a clinical pharmacist, helping to develop and implement numerous clinical programs focused on ICU care, nutrition support, and antimicrobial stewardship
  • Served as an administrator for a multi-specialty Clinically Integrated Network and ACO, helping to develop a Population Health Management strategy that included a coordinated approach to managing Chronic Kidney Disease
  • Served as an Associate Clinical Professor for the University of Florida College of Pharmacy, delivering lectures and precepting students on Advanced Pharmacy Practice Experience rotations
  • Board Certified as a Pharmacotherapy Specialist by the Board of Pharmacy Specialties

Aneta Fornal, PharmD

  • Areas of Expertise: Major Depressive Disorder, Bipolar Disorder, Schizophrenia
  • Prior Experience: Senior Clinical & Scientific Liaison; Clinical & Scientific Liaison, Medical Information Associate Director, Adjunct Faculty Rutgers School of Pharmacy, Pharmacist
  • Schools Attended: University of the Sciences in Philadelphia (Philadelphia, PA)
  • Fellowships, Internships, & Residencies: Postdoctoral Fellowship, Rutgers University / Bristol-Myers Squibb Neuroscience Medical Strategy (Plainsboro, NJ)


11:45 am – 1:30 pm ET

Lunch On Your Own

Exhibit Hall Is Open!

Visit our partners and affiliates in our exhibit hall!


1:30 pm – 2:00 pm ET

Post Lunch Pick Me Up

Exhibit Hall

2:00 pm – 3:15 pm ET

Generating New Revenue With Social Support Programs: Design, ROI Estimates, & Contracting

Case Study

The growing list of programs focused on the social determinants of health (SDoH) is diverse in approach and size. To deliver better health outcomes, social determinants—including poverty, food insecurity, lack of education, unstable housing, and environmental conditions — must be addressed to find success. But have you examined this as a strategy that affects your outcomes and performance, and do these types of programs work within the framework of your organization?

In this tiered approach, organizations can expect to examine the complexity of SDoH paired with current organizational priorities and services to see where they fit in and how they can affect your business. After this session you can expect to:

  • Understand how social determinants of health affect everyday lives
  • Learn what part your organization can play in designing this type of program
  • Gather ideas for implementation of programs within your organization to positively affect your ROI

Kimberly Bond, MS, LMFT

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

James Stewart

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

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

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

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

Using Technology to Increase Client Engagement

Knowledge Partner – Sponsored By ContinuumCloud

The need for Communication, Collaboration, and Client Engagement is at an all-time high; however, selecting and implementing the right solutions can be a challenging process. Join us for a panel presentation discussing the top tools and strategies used by executive leaders at behavioral health organizations to improve engagement in a remote-first world and produce transformative outcomes with technology.

Heather Nower, LCSW

Heather Nower, LCSW is the Director of Operations and Program Excellence at the Mental Health Association of the Southern Tier in Binghamton, NY. Heather has played an integral part in: implementation and maintenance of the agency’s electronic medical record; evaluation and quality oversight of the agency services; bringing programs into compliance with NYS Office of Mental Health regulations to secure designation/licensure as an approved provider of HCBS Peer Empowerment, Crisis Stabilization for children/youth, Family Peer Support Services, and Residential Crisis Support Services.; and was part of a team that created the infrastructure, training, and compliance standards that have allowed the organization to successfully bill and receive payment for services for the first time in the organization’s 95 year history.
Prior to joining the Mental Health Association of the Southern Tier, Heather worked for Insight House (now Helio Health) in Utica NY, the Community Recovery Center of Rome Memorial Hospital, and Cayuga Addiction Recovery Services in Ithaca, NY providing and eventually overseeing an array of clinical services under the NYS Office of Addiction Services and Supports. For 20+ years she compassionately and tirelessly offered clinical services ranging from outpatient to intensive outpatient/day rehabilitation, up to long term residential care to individuals and families living with substance use disorders.
Heather also has experience with program development, corporate compliance, professional staff development, and the creation and implementation of organizational policy. She has been a key part of successful implementation of 3 different electronic medical records across different organizations.
Heather is a graduate of SUNY Buffalo where she obtained a Master’s in Social Work; and also has a BA in Psychology from Keuka College.

Matthew Welser

Matt’s education in psychology and background experience as a direct service provider gives him a unique perspective on the technological needs of behavioral health and social service organizations. Matt served as a direct care provider for youth and families with mental health needs before his professional journey took a turn in 2014, when Matt was asked to become the Welligent Electronic Health Record Administrator for Pinebrook Family Answers. Technology has long been Matt’s passion making this transition to Information Technology a natural fit. In less than a year Matt progressed to the role of Information Systems Manager and became of member of the agency’s administrative team. In his current role as the Innovative Technology Analyst, Matt is tasked with maximizing the use of current IT systems and technologies while exploring new ones with the goal of advancing Pinebrook’s mission. Matt is now going on 8 years as a local Welligent administrator. During that time Matt has managed and provided end user training for multiple Welligent implementations across a verity of different behavioral health and social service programs. Matt is frequently sought out by other agencies in the local community for guidance with Welligent. Matt also administrates 5 additional SaaS systems including Microsoft Offices 365 and has experience with IT consulting and project management.

Rich Daly

Rich Daly began his work in behavioral health with UPMC’s Askesis Development Group and cognitive behavioral therapy software Beating the Blues, and joined the Welligent team in 2017.

Rich brings EHR and other behavioral health software experience in sales and marketing, customer relationship management, and project management roles. His experience includes technology leveraged by community mental health centers, inpatient psychiatric units, intellectual and developmental disabilities providers, addictions treatment facilities, community-based service providers, and school-based behavioral health and nursing providers.

Since joining Welligent Rich has aided in expansion into new states, new customer service lines and clinical settings, and product enhancements related to key provider markets. Rich focuses on the goal of enhancing provider agencies’ competitive advantage and providing clients with the ability to engage in their care through the use of technology.


2:00 pm – 3:30 pm ET

Realigning Your Portfolio – What Services Survive?

Best Practice

How does a provider’s organizational strategy and service line availability need to evolve to maintain competitive advantage and sustainability?  Executives cannot remain complacent with the status quo; they need to be able to identify what is feasible to keep and cultivate, and what can be “cut from the vine.” The time for tough conversations within your organization is now.  Will you evolve and grow? If so, can you make the call on what needs to be cut? In this session, we will discuss everything you need to know about developing a comprehensive strategy for streamlining your organization for profitability and sustainability, including:

  • Establishing criteria for what you can release from your service line
  • Evaluating your service areas within your existing organization with an objective lens
  • Realigning your strategic vision and opportunities for the “next normal”

Joseph P. Naughton-Travers, EdM

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

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

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

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

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

Carol Clayton, Ph.D.

Dr. Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector . Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company.  CMT was acquired by Relias Learning in 2016.  Prior to her tenure at CMT and Relias, Dr. Clayton had broad clinical leadership experience including serving as the nonprofit Executive Director for the North Carolina Council of Community MH/DD/SA Programs, serving as the Executive Director for Magellan Health Services for the South Atlantic states of North Carolina, South Carolina, Tennessee and Georgia, and serving as the Child and Family services Director for a mental health authority running a 1915B child waiver.

A Look At Three Incentive Compensation Programs For Teams – What Are They & What Effect Do They Have?

Roundtable

Employers have had to get creative with compensation and competitive wages for the workforce over the past ten years. When operating under thin reimbursement margins, this is a challenge, but it can be done. Highly productive staff have increased options for employment, so the ability to retain your top talent is a skill you need. Hear from three organizations that are successfully utilizing an incentive compensation program and take away the following from this session:

  • An understanding of your costs and how to incorporate this strategy into your retention plan
  • The benefits of adopting an incentive compensation program
  • An understanding of incentive compensation programs and the benefits of each

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.

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.


3:45 pm – 5:00 pm ET

Cutting Readmissions: A Case Study In How Organizations Are Tackling This Problem With Complex Consumers

Case Study

Many provider organizations, from hospital systems to skilled nursing facilities and home health organizations, are concerned with readmission rates. Often these readmission rates are affected by a slim margin of the population with the most complex needs (behavioral and mental health, cognitive challenges, homelessness, substance use, and complex comorbidities) and who are the highest utilizers of these systems. So, what can be done to combat the “revolving door syndrome” that health systems face? Hear from organizations across the nation that are getting creative and tackling this issue head on. Expect to take away:

  • Creative solutions to this complex issue for complex consumers
  • An ability to identify how your organization can become part of the solution
  • A balance between meeting the needs of your high utilizer consumers and positive outcomes

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.

Jason Lippman

Rising Wage Rates: How Do You Manage Your Margins & Unit Costs

Executive Roundtable

The intricacies of managing your margins and your unit costs can be confounded by rising wage rates, especially when many organizations are operating on extremely thin margins. Savvy finance professionals are in dire need, but there are steps you can take within your organization now to meet these challenges and remain both viable and sustainable. The typical fee-for-service “money makers” are shrinking, so understanding how to offset costs and operate with quality outcomes, all while managing rising wage rates, is imperative to your organizational sustainability and performance optimization. In this session you can expect to:

  • Hear from organizations that are making this work in real time
  • Understand how to maneuver and shift your unit costs
  • Learn from finance professionals that can provide you with working solutions

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.

James Stewart

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

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

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

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


5:00 pm – 6:00 pm ET

Networking Reception

Networking

Grab a drink and join us for a chance to continue the discussions of the day and network.


7:30 am – 8:30 am ET

Executive Networking Breakfast

Networking

Join us this morning for a chance to discuss the coming day’s events and have breakfast with each other.


8:30 am – 9:30 am ET

You Can’t Have One Without The Other: Making Health Plan Data Analytics Work For Provider Organizations

Keynote Address

You have likely been hearing it everywhere you go – data is king. But what does that mean for provider organizations serving complex consumers in the health and human services field? How can your organization make strategic changes within your systems to optimize performance, address key clinical outcome measures, and position your company for sustainability in the ‘next normal’? Health plans are data gathering giants, and now, more than ever, they can help inform your strategy for growth. But you have to know what data they have, be clear about what to ask for, and how to put the data you are given into actionable strategy for improving the performance of your organization.

Join our keynote speaker as they delve into the ever-evolving relationship between payers and providers and offer innovative areas of opportunity utilizing shared data and recent real-life examples of implementation. Discover how health plans and your organization can do this together to create successful sustainability in the ‘next normal’.

Eric Bailly, LPC, LADC

Eric Bailly is currently a Business Solutions Director at Anthem, Inc. In his 11th year at Anthem, Eric’s role is focused on the enterprise substance use disorder strategy, with recent emphasis on the enterprise opioid strategy.

Eric earned a Bachelors Degree in Psychology from Concordia College in Moorhead, MN in 1993, and a Masters Degree in Counseling Psychology from the University of Colorado at Denver in 1996.

Eric is a Licensed Professional Counselor in the states of ND and CO, and is a Licensed Alcohol and Drug Counselor in the state of MN. Eric has worked as a behavioral health clinician in several settings including Outpatient Substance Use Disorder treatment services at both Kaiser Permanente and the Jefferson County Department of Health and Environment, both in the Denver, CO metro area.


9:45 am – 10:45 am ET

Thought Leader Discussion With Eric Bailly, LPC, LADC, Business Solutions Director, Anthem, Inc.

Thought Leader Forum

Join us for a follow up session as we engage our keynote presenter in further questions and deeper conversation.

Eric Bailly, LPC, LADC

Eric Bailly is currently a Business Solutions Director at Anthem, Inc. In his 11th year at Anthem, Eric’s role is focused on the enterprise substance use disorder strategy, with recent emphasis on the enterprise opioid strategy.

Eric earned a Bachelors Degree in Psychology from Concordia College in Moorhead, MN in 1993, and a Masters Degree in Counseling Psychology from the University of Colorado at Denver in 1996.

Eric is a Licensed Professional Counselor in the states of ND and CO, and is a Licensed Alcohol and Drug Counselor in the state of MN. Eric has worked as a behavioral health clinician in several settings including Outpatient Substance Use Disorder treatment services at both Kaiser Permanente and the Jefferson County Department of Health and Environment, both in the Denver, CO metro area.

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.


9:45 am – 11:15 am ET

Taking Value-Based Contracts To Scale – Is It Working?

Best Practice

The common thread for all value-based contract models is that the consumer is at the center of all care decisions and payment is based on clinical outcomes, not volume of services provided. Metrics-driven outcomes, consumer satisfaction, and sound best practices all play a part in reimbursement, and we are starting to see some organizations flounder, and some soar. Managing for profitability as your organization delves headlong into value-based reimbursement is the new key to sustainability. Learn all you need to know about value-based contract negotiation and evaluation of market opportunities that minimize risk and the ones that catalyze rapid growth. Hear from industry leaders who have lived to tell the tale. From this session you can expect:

  • An overview of the implementation process for clinical models within value-based contracts
  • An evaluation of market opportunities to help you build on success
  • Case studies of organizations that have built effective models within their value-based contracts

Joseph P. Naughton-Travers, EdM

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

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

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

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

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

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.


11:15 am – 12:30 pm ET

Framework For Building A Workforce Strategy – Succeeding Amid A Workforce Shortage

Case Study

Your workforce is your most important strategic asset and managing it is one of the most important competencies in the “next normal.” Prior to the pandemic we were contending with a workforce shortage, and now, it is even more of a challenge. Many would like to believe that throwing money at the problem might be the solution, but it’s much deeper than that. This session aims to examine both the framework for creating a strategy of growth in this area, while managing costs and finding alternative solutions for success. Hear from organizations that have made it work as they share some of their insights, strategy, and best practices for putting these ideas into motion. Expect to take away:

  • Strategies for incorporating best practices in building your workforce
  • Success stories and real-life examples you can take back to your organization
  • Long-term solutions for recruitment and retainment challenges

Kimberly Bond, MS, LMFT

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

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.

How To Get Started (Or Expand) Delivering Home-Based Service Delivery

Best Practice

“Community-based care” has long been a buzz phrase in health and human services. The focused effort to move consumers in need of long-term services and supports (LTSS) into the community is working—and forcing the entire health care system to rethink what “community” means. For most consumer populations, the goal is to limit residential and inpatient services wherever possible and to focus care delivery on home- and community-based services (HCBS). But simply delivering services in the community isn’t enough. To truly achieve community integration, provider organizations need to focus on consumer-centered care models and create a plan to help consumers participate in meaningful living situations, which may include employment, education, relationships, and leisure activities. In this session, we’ll discuss how to build a consumer-focused care model for community integration and how your organization can get there. The session will cover:

  • Current models and key elements of a community integration model of care
  • Key challenges and best practices for specialty provider organizations in building a consumer-focused community-based program model
  • Best practices for implementing and expanding into home-based 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.

Carol Clayton, Ph.D.

Dr. Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector . Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company.  CMT was acquired by Relias Learning in 2016.  Prior to her tenure at CMT and Relias, Dr. Clayton had broad clinical leadership experience including serving as the nonprofit Executive Director for the North Carolina Council of Community MH/DD/SA Programs, serving as the Executive Director for Magellan Health Services for the South Atlantic states of North Carolina, South Carolina, Tennessee and Georgia, and serving as the Child and Family services Director for a mental health authority running a 1915B child waiver.

Creativity In Contracts, Carve-outs, & Capitation

Executive Roundtable

New payment models link health plan and provider organization reimbursement to value by incorporating cost, consumer health outcomes, and consumer experience into the payment equation. While this shift poses many obstacles in financing and operations for provider organizations, it also creates new challenges for clinical treatment models. In this discussion session, we’ll review how capitated contracting impacts clinical care, the ethical issues that accompany a move to capitation, and how clinicians can balance the needs of their consumers with the needs of their organization’s financing arrangements. We will also hear how organizations are utilizing innovative carve-outs to control costs in narrow networks and partnerships. After attending this session, you will be able to:

  • Identify areas within your organization that could benefit from creative problem solving
  • Utilize capitation, carve-outs, and contracts to better position your organization for market success
  • Adopt strategies to take back to your organization to positively affect your bottom line

Guest Speaker: Heather TerHark-Monreal, Vice President of Ancillary Services, Vivage

Heather TerHark-Monreal

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.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


12:30 pm – 1:30 pm ET

Lunch On Your Own

Networking

1:30 pm – 2:00 pm ET

Post Lunch Pick Me Up

In Exhibit Hall

1:30 pm – 4:30 pm ET

Preparing For CalAIM: Performance Measurement & Performance Management Under CalAIM

Institute

The California Advancing and Innovating Medi-Cal (CalAIM) initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. The policy goals of CalAIM are to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through the use of value-based initiatives, payment reform, and integrated approaches for behavioral health, addiction treatment, and primary care for complex populations. In the multi-year implementation, some of the provisions go live on January 1, 2022 including new contracts with specialty provider organizations to deliver Enhanced Case Management and Community Supports (In Lieu of Services) for adult SMI populations. The final provisions are projected to go live by 2027.   

The big question is how will CalAIM change the measures of success? What performance measures will get the focus of counties, health plans, and provider organizations? This session will provide an overview of the likely changes in performance measure in Medi-Cal – and how specialty provider organizations and primary care organizations can prepare for new measures of value and new value-based initiatives.

This session will cover:

  • Likely changes in the measurement of ‘value’ under CalAIM with possible new value-based reimbursement models and their metrics of success
  • How specialty provider organizations and primary care organizations can build a metrics-based management system and culture for CalAIM success
  • Case Study: Discovery Behavioral Health will share their examples of value-based contracts with health plans, metrics management and performance measurement strategies to achieve aligned payer-provider success

Alexa Baghdassarian, M.S., LMFT

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.


2:00 pm – 3:15 pm ET

Best Practice Models For Meeting The Needs Of Aging Consumers With SMI

Best Practice

What happens when your behavioral health and mental health consumers start to age? The confluence of aging and mental health services is often a road sewn with conflicting waivers, a back-and-forth of what needs are most “pressing”—it can be rife with miscommunication and confusion. The needs of the aging consumer, that has also been navigating the mental and behavioral health systems, can feel overwhelming to both consumer and organizations alike. Complex older adults often end up in a congregate care setting that may or may not have a deeper understanding of the mental health needs someone with an SMI may have or may specialize in behavioral health but not understand how aging plays into this area. In this session we will examine some best practice models that are innovating in this area, and how they have managed to navigate the complexities of aging and serious mental illness. You can expect to learn:

  • Specific needs and considerations for this population
  • Strategies for incorporating these consumers into your area of service
  • How other organizations are shifting their models of care to meet the needs of older and aging adults with serious mental illness

Carol Clayton, Ph.D.

Dr. Clayton is a licensed, practicing psychologist with 30 years of healthcare experience in the public and private sector . Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company.  CMT was acquired by Relias Learning in 2016.  Prior to her tenure at CMT and Relias, Dr. Clayton had broad clinical leadership experience including serving as the nonprofit Executive Director for the North Carolina Council of Community MH/DD/SA Programs, serving as the Executive Director for Magellan Health Services for the South Atlantic states of North Carolina, South Carolina, Tennessee and Georgia, and serving as the Child and Family services Director for a mental health authority running a 1915B child waiver.

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.

Creating An Elastic Organization For Children’s Services

Executive Roundtable

Children’s services are garnering more attention as we enter this phase of the “next normal” and we contend with a host of issues that we are just beginning to understand. That, coupled with a workforce shortage in health and human services makes for a perfect storm for organizations to be forced to find creative solutions to meet this quickly changing landscape. The demand for children’s services is an ever-changing numbers game, and your organization needs to be able to shift on a dime. But to do that, you need to have a strong foundation. This session will provide key elements on building an organization that can grow or shrink with shifting demand. We will provide the framework and hear from experts in this field, and then we invite you to join in a panel discussion with our presenters. You can expect to learn:

  • The unique needs for children’s services in a post-pandemic world
  • How to identify key elements that create an elastic organization
  • The framework for positioning your organization for shifting demand

Amy Edgar

Elizabeth Saylor

James Stewart

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

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

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

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

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.


3:15 pm – 3:45 pm ET

Raffle

Exhibit Hall

3:45 pm – 4:30 pm ET

Closing Keynote Address

Keynote Address

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.

 


8:00 am – 4:30 pm ET

The 2022 OPEN MINDS Health Plan Partnership Summit

Executive Summit

Are strategic initiatives aligned for both health plans and provider organizations? Health plan priorities are being reshaped to meet new challenges of the changing health and human services landscape, and they’ve got “big data” behind their every move. For provider organization executives, understanding the dynamics of the health plans in their market is the key to creating preferred health plan relationships. During this one day event, we will hear from executives from health plans and provider organizations alike on specific case studies with regard to partnership opportunities. You will see how the right management tools, strategic insights, and the expert advice can help you navigate strategic health plan/provider partnerships in order to better serve consumers with complex support needs.

8:00 a.m. – 8:30 a.m. ET: Registration & Breakfast

8:30 a.m. – 9:00 a.m. ET: Welcoming & Introduction

Kickoff the Summit with co-chairs Cathy Gilbert, Senior Associate, and Richard Louis, III, Vice President, Western Region at OPEN MINDS presenting a high-level overview of health plan priorities in the “next normal”.

Cathy Gilbert, Senior Associate, OPEN MINDS
Richard Louis, III, Vice President, Western Region, OPEN MINDS

9:00 a.m. – 10:00 a.m. ET: Keynote Address – Finding Your Seat At The Table: How United Healthcare Is Defining The Performance Measures For A Successful Payer/Provider Partnership

As provider organizations are implementing their 2022 strategy for sustainability post-pandemic, health plans are rethinking their market positioning with a new focus on payer – provider alignment. Lessons can be learned from both sides so that shared consumers have positive outcomes, ensuring your organization remains sustainable and meets performance standards. With value-based reimbursement models on the rise, health plans are increasingly interested in working with providers that are able to deliver services that meet aligned performance metrics within narrow networks. How can your organization be positioned to have a seat at that table? In this keynote address we will hear how United Healthcare has created an internal organizational culture to prioritize engagement with performance driven provider partners. Learn about what “not to do”- and what health plans are looking for in providers in order to meet high standards for the delivery of coordinated care and identified deliverables. Our speaker will tell you that setting expectations early on in a partnership is key to ensuring organizations are aligned for both positive consumer, and business outcomes, which can help accelerate your organization’s performance metrics into excellence.

Joyce Wale, Regional Executive Director, Behavioral Health, United Healthcare Community Plan

10:15 a.m. – 11:30 a.m. ET: Out Of The Shadows: How Substance Use Disorder Has Helped Pave The Way For Partnership Opportunities

Over 70,000 Americans died in 2019 from an opioid overdose, and this number is estimated at over 90,000 for 2020, the highest it has ever been. How can providers work with health plans to ensure they offer the most up-to-date treatment (behavioral and medication assisted), while balancing quality care with improved and measurable consumer outcomes? Programs and facilities receiving distinction as a center for excellence must demonstrate coordinated multidisciplinary care plan for consumers, and must also provide timely access to quality medical and psychosocial care in all phased of treatment. The Blue Distinction Specialty Care program helps consumers find quality treatment and care in the area of substance use disorders. These nationally designated facilities must demonstrate a commitment to delivery improved consumer outcomes, and safety while demonstrating objective measures. Hear from one such provider organization who is doing exactly that, while working together within the Blue Distinction Program and the intricacies of navigating that partnership.

11:45 a.m. – 1:00 p.m. ET: Weathering The Covid Storm: Patient-Driven Grouping Models (PDGM) Implementation During A Volatile Time

Patient-Driven Grouping Models (PDGM) was the most sweeping change to happen in the reimbursement world for home health organizations since the year 2000. In order to provide a more accurate episode of care, co-morbidities are taken into account when examining case mix to optimize reimbursement. When this was implemented the learning curve was vast, but many rose to the occasion and were able to implement these coding, workforce, and billing changes prior to the pandemic hitting. Now, almost two years later, many are making it work, even as further changes are on the horizon. With the changes the pandemic brought about, this has provided other opportunities for home health agencies to incorporate telehealth into their overall plans of care and business development model. Hear from two home health organizations that met this challenge head on, incorporated the changes PDGM brought about, and how it has affected their sustainability and growth overall.

1:00 p.m. – 2:00 p.m. ET: Lunch & Networking

2:00 p.m. – 3:15 p.m. ET: Social Determinants Of Health (SDoH) Is A Win-Win For Payers & Providers

To better manage the rising costs for the complex consumer population, we’re seeing a continued focus on value-based reimbursement and models of care coordination across medical, behavioral, pharmacy, and social support systems. Given that over half of the factors that influence a consumer’s health status are related to lifestyle issues, it isn’t surprising that health plans have a growing interest in addressing social determinants of health (SDoH). Though their approaches are different, it’s clear that health plans recognize the value in social support services—with the current focus on identifying the programs and services that have the greatest effect on health care costs for their members.

3:30 p.m. – 4:45 p.m. ET: Looking For Quality Outcomes? It Starts With Innovative Value-Based Contracting

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


8:00 am – 4:45 pm ET

The 2022 OPEN MINDS CFO Summit

Executive Summit

Strategic vision is now a key competency that CFOs of health and human services organizations need to have as their role continues to shift in the “next normal.” The relationship between CFOs and CEOs and the Clinical team is integral. This exclusive customized all-day event will break down the biggest trends happening in the financial world and help you apply them to your strategic organizational plan, C-suite leadership team, and your operational performance. This elite educational summit kicks off our year long CFO Consortium designed specifically for the executive and financial professionals of health and human service provider organizations. Join us as we cover such topics as “The Post Pandemic CFO”, “Expansion & Growth”, “Access to Capital”, and “Mergers & Acquisitions”. This all day event will provide case studies, experts in the field, interactive tools, key competencies, and insights needed to strategically position your organization for ongoing financial success, sustainability, and competitive edge in today’s changing health and human services environment.

8:00 a.m. – 8:30 a.m. ET: Registration & Breakfast

8:30 a.m. – 10:00 a.m. ET: The Post-Pandemic CFO – Navigating The Pandemic & Reorganizing For The Next Normal

The role of the CFO is changing. In a modern organization, strategic planning is at the top of hierarchy of needs, while administrative tasks are now rote. With this new face of the CFO as change agent, and strategic leader, emerges. As the CFO aligns with the CEO, this leadership duo is able to identify, model, and assess opportunities. This shift in structure of the organization and utilizing the fiscal department as a catalyst for change will position your organization for successful sustainability.

Ken Carr, Senior Associate, OPEN MINDS

10:15 a.m. – 11:45 a.m. ET: Planning For Growth – Financial Management Of New Revenue, New Contracts, & New Service Lines

Is your organization positioned to grow, especially given all the challenges we have faced in the past couple of years? It can be daunting to think about expanding in a time when many specialty provider organizations have been operating under a state of flux, but understanding your market position, and strategizing where your organization falls on the road to sustainability is a necessity. Identifying resources, examining service line development (or cuts), assessing financial feasibility of expansion all becomes necessary. The fiscal C-suite must understand the business models for growth and be able to financially project and operationalize the plans.

12:00 p.m. – 1:30 p.m. ET: Luncheon & Learn

1:45 p.m. – 3:00 p.m. ET: Assuring Access To Capital – How To Finance Growth

Once your strategic plan is in place, what are the opportunities to access capital to grow your organization? The nuts and bolts of how you are going to grow, and knowing your return on investments, rate of return, case rates, unit-based costing, and KPIs will all inform how you will actually be able to make things happen. There are multiple options on how to access capital for both non-profits, and for-profit organizations, if you know where to look. Whether you are utilizing fundraising campaigns, REITs, forming mergers, or going after equity capital – you have to know the marketing needs, and make the financial case in order to move forward. Keeping your organization competitive within the health and human services market allows for innovative program development, and the ability to operate from a place of planning and growth

Ray Wolfe, Senior Associate, OPEN MINDS, Ken Carr, Senior Associate, OPEN MINDS

3:15 p.m. – 4:45 p.m. ET: Big Enough To Compete? How CFOs Answer That Strategic Question

You can have internal organic growth, and you gain scale via mergers, acquisitions, or affiliation/partnerships. It is up to you to determine which gives your organization competitive advantage for optimal growth. Economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition implementation plan (or create strategic affiliations) that makes your organizational strategy successful? We will discuss how to position your organization to overcome the challenges of navigating the world of mergers, and acquisitions, while creating mutually beneficial partnership and hear from executives who will discuss both best practice and making that best practice work.

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.


9:00 am – 12:30 pm ET

Maximizing Revenue, Aligning Internal Growth Strategy & Succeeding In Value-Based Care: An OPEN MINDS Executive Seminar on Marketing Strategy

Seminar

Marketing is an invaluable tool for success and sustainability. Our essential and proprietary marketing planning process gives you the strategy and tools needed to compete. Having your sales and marketing team and your marketing plan aligned with your strategy for growth amidst a shift into value-based reimbursement is necessary. This “can’t miss” half day opportunity provides your executive team with the skills to create a marketing plan that is solid, but flexible enough to grow your best practice competencies and position your organization with a competitive advantage in an ever-shifting marketplace. This is the only marketing seminar of its kind and is designed specifically for specialty provider organizations in the health and human services field. In this session you will:

  • Learn the components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
  • Step by step process for creating a successful marketing plan and how to implement it
  • Gain insights and access to signature marketing planning process and tools

This Executive Seminar will be presented virtually February 10th, from 1:00 p.m. – 4:30 p.m. ET

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led over twenty strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the industry. In addition to his work in the consulting practice, Mr. Snyder currently oversees the marketing, public relations, and sales divisions of OPEN MINDS.

Prior to his current position, Mr. Snyder served as OPEN MINDS Vice President Of Marketing. During this time he was led the successful launch of multiple new product offerings, the re-design of the OPEN MINDS website, and the launch of PsychU.org – a free online community and resource center for professionals in the mental health community.

Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in both Marketing Communications and Business Management.

Casey Zanetti

Casey Zanetti brings more than 15 years of experience in marketing strategy, brand development, product launch, and customer success to the OPEN MINDS team. She currently serves as a Senior Associate in the OPEN MINDS consulting practice.

Prior to her position at OPEN MINDS, Ms. Zanetti served as the Founder and Senior Marketing Consultant at Zane Group. During her time at the Zane Group, Ms. Zanetti worked with entrepreneurs and established organizations to develop and execute strategic marketing plans that were data-driven and provided meaningful results.

Prior to her role at the Zane Group, Ms. Zanetti served as the Vice President of Marketing at Twistle. In this role, Ms. Zanetti developed a strategic plan to grow revenue by 100% in 2020. In addition, she developed an inbound and outbound marketing plan to build brand awareness, articulate value proposition, and generate qualified leads. Ms. Zanetti also defined Twistle’s key differentiators in the market based on competitive landscape, value proposition, key personas, and mission/vision/values.

Prior to her role at Twistle, Ms. Zanetti served as Vice President of Marketing for InDemand Interpreting. Ms. Zanetti established the marketing arm of InDemand and built a successful marketing and sales development team to execute a strategy that supported a CAGR of ~40% YoY. She built a premium brand by aligning InDemand’s offering with relevant industry trends to solve pain points and support thought leadership. She also developed the 5-to-Thrive program to support a seamless customer journey across the organization and positioned InDemand as a thought leader in the health care industry.

Prior to her role at InDemand Interpreting, Ms. Zanetti served as Director of Marketing for Apex Learning. She created aggressive revenue growth and initiated a social media strategy to support the sales organization and connect with previously overlooked stakeholders and influencers to increase sales.

Ms. Zanetti received her Bachelor of Arts, focused on International Marketing, from Western Washington University. In addition, she received her Master of Arts, Whole Systems Design, from Antioch University. She holds certificates in Digital Marketing, Executive Leadership, and Graphic Design.


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