Part Of The CFO Consortium, for more information, view here.
Summit Chairs:
Rick Rowley
Senior Associate,
OPEN MINDS
Dee Dewitt
Senior Associate,
OPEN MINDS
2026 Summit Agenda
Beyond The Blueprint: Real-World Case Studies In Implementing Whole Person Care
This session will spotlight leaders from behavioral health, primary care, housing, and justice-involved services who have successfully operationalized integrated care. Presenters will walk through implementation lessons learned—navigating barriers like EHR interoperability, workforce challenges, and care coordination bottlenecks—offering actionable guidance and KPI insights for peers.
Stratify, Engage, Intervene: Risk-Based Team Models That Work
Featuring models that use risk stratification to deploy multi-disciplinary teams with precision, this session explores how organizations are prioritizing high-need populations using real-time data and structured workflows. Panelists will share tools and algorithms that inform staffing, outreach, and treatment planning across quadrants of behavioral and physical health complexity.
Sustainable Health Plan Relationships: Financing & Contracting Strategies For Whole Person Care
As grant funding sunsets, organizations must sustain integration through new payer strategies. This session will explore Medicaid managed care contracting, value-based payment pilots, and blended funding approaches. Speakers will discuss how to position services for inclusion in medical loss ratios and population health frameworks.
Closing The Loop: Measuring What Matters In Whole Person Care
Delivering whole person care requires more than good intentions—it demands a system that captures, tracks, and responds to what matters most for the individuals we serve. This panel will explore how organizations are building performance feedback systems that align integrated care delivery with measurable outcomes. Panelists will share how they’re using real-time data to connect physical health, behavioral health, and social supports across teams and systems. The discussion will focus on how to “close the loop” between frontline service delivery and enterprise-level performance—ensuring that care plans are implemented, progress is tracked, and improvement strategies are data-informed. Topics will include integrated dashboards, cross-functional KPIs, client-reported outcomes, and feedback structures that support whole person, value-driven care.