Institute Agenda


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Day One Thursday February 15
Day Two Friday February 16
7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

Networking

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


8:30 am - 9:30 am

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

Plenary Address

Gus Giraldo

President, Commercial Markets, Magellan Healthcare

Bio Coming Soon!

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10:00 am - 11:15 am

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

Breakout Discussion Session

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

Gus Giraldo

President, Commercial Markets, Magellan Healthcare

Bio Coming Soon!

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Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

 

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

Breakout Session

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

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

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Debbie Cagle Wells

Chief Marketing Officer, Centerstone

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Kelley Gannon

Chief Operating Officer, Centerstone

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

Breakout Session

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

James Stewart

President & CEO, Grafton Integrated Health Network & Institute Chair, OPEN MINDS

Bio coming soon

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11:30 am - 12:45 pm

Developing A Value-Based Partnership: The Optum Case Study

Breakout Session

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

Joseph P. Naughton-Travers, Ed.M.

Senior Associate, OPEN MINDS

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

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

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

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

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

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Deborah Adler

SVP, Network Services, OptumHealth

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

Breakout Session

Coordinated care, value-based payment, and competitive bidding are just a few of the big drivers forcing health and human service organizations to change management processes and strategy. In order to make those changes and improve decision-making, executive teams need to using metrics-based management. One method of metrics-based management is the development of a key performance indicator (KPI) system. An effective KPI system captures financial and non-financial measures, and is driven by structured data based upon an organization’s strategic objectives. This session will discuss the steps to developing applicable measures and the uses of these measures for strategy and process management.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

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12:45 pm - 2:15 pm

Lunch On Your Own

Networking


2:15 pm - 3:30 pm

Developing A Value-Based Partnership: The Wellcare Case Study

Breakout Session

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

Joseph P. Naughton-Travers, Ed.M.

Senior Associate, OPEN MINDS

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

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

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

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

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

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3:45 pm - 4:45 pm

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

Plenary Address

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

James Stewart

President & CEO, Grafton Integrated Health Network & Institute Chair, OPEN MINDS

Bio coming soon

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4:45 pm - 5:45 pm

Networking Reception In The Exhibit Hall

Networking

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

8:00 am - 9:00 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


9:00 am - 10:00 am

Building Successful Value-Based Partnerships: How To Align Financial & Clinical Performance Goals

Plenary Address

Misty Tu, MD

Medical Director of Psychiatry and Behavioral Health, Blue Cross Blue Shield of Minnesota

Dr. Tu completed her residency in psychiatry at the University of Texas Southwestern Medical Center in Dallas, TX. She moved to AZ where she and two other physicians started a corporation specializing in crisis psychiatry, accepting, assessing and treating individuals from emergency rooms, police custody, and voluntary walk ins. This eventually expanded to telepsychiatry services in other emergency rooms and psychiatric inpatient levels of care. Other experiences have included intensive outpatient and partial hospitalization programs focusing on mental illness as well as substance use disorders. She became involved in peer review and quality work with Magellan healthcare which eventually led to positions as medical director for utilization management for Arizona and Louisiana contracts. Dr. Tu went on to become Sr Medical Director for Psychiatry and Behavioral Health for Blue Cross Blue Shield Minnesota where she was responsible for programming, assisted with contract negotiations and also clinically led a High Complexity Case Unit focusing on the care of individuals with the highest cost in government as well as commercial lines of business. Her interests range from direct clinical work with patients to quality improvement and the increasing cost of healthcare.
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10:15 am - 11:30 am

Thoughtleader Discussion Session With Misty Tu, Medical Director Of Psychiatry And Behavioral Health, Blue Cross Blue Shield Of Minnesota

Breakout Discussion Session

Join us for a follow-up session with our keynote speaker, Misty Tu, Medical Director of Psychiatry and Behavioral Health, Blue Cross Blue Shield of Minnesota. Use this time to ask questions and continue the morning’s discussion with Ms. Tu and OPEN MINDS CEO Monica E. Oss.

Misty Tu, MD

Medical Director of Psychiatry and Behavioral Health, Blue Cross Blue Shield of Minnesota

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

Chief Executive Officer, OPEN MINDS

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

 

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Building A Sustainable Organization In A Value-Based Market - A Guide To Moving Your Organization From FFS To Capitation

Breakout Session

The health care market is in the middle of a massive transformation – one that’s designed to ultimately improve outcomes and reduce costs. For health and human services provider organizations adapting to this transformation is an enormous undertaking. This session is designed to help organizations transform their internal processes in order to be able to deliver the high quality and lower cost care that the market demand. Ken Carr, Senior Associate at OPEN MINDS breaks down the set of interdependent steps that organizations need to put in place improve value while at the same time, building a sustainable organization.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

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

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

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

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

Breakout Session

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

James Stewart

President & CEO, Grafton Integrated Health Network & Institute Chair, OPEN MINDS

Bio coming soon

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Metrics-Based Management For Value-Based Reimbursement

Breakout Session

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

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

Joseph P. Naughton-Travers, Ed.M.

Senior Associate, OPEN MINDS

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

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

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

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

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

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11:45 am - 12:45 pm

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

Plenary Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

 

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12:45 pm - 1:15 pm

Closing Remarks & Raffle Prize Drawings In The Institute Exhibit Hall

Closing Remarks