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2025 CFO Summit

Presentations


9:50 am – 10:50 am ET

How Citrus Health Assesses & Improves Margin Issues For The Organization & Its Service Lines

Island Room II – CFO Summit

Health and Human Service providers are expected to provide more care to consumers, increase reporting, and coordinate across more organizations than ever before.  At the same time, transitioning to funding models with decreasing margins leads to fiscal instability for a frighteningly large number of organizations across the country.  Mr. Garcia, Chief Financial Officer of Citrus Health, shares how they evaluate service line margins and diagnose financial issues across mental health, primary care, and foster care services. He will share how Citrus Health weighs the value of service line synergies and contracting opportunities against poorly performing services and strategies to increase margins while maintaining its mission. 

During this session, attendees will:

  • Identify three key metrics utilized to diagnose margin issues across service lines
  • Learn how Citrus Health weighs the benefits of service line synergies against poor performance
  • Discover service line improvement strategies and how Citrus Health determines when a service line is no longer in the best interest of its mission

Jose Garcia, MBA, CHCQM

Jose F. Garcia, MBA, CHCQM, brings over 30 years of experience in Health and Human services. A unique background as a former medical doctor (D. Med.), with an MBA, he has held a variety of supervisory and management positions at Citrus Health Network Inc., culminating in his current role of Chief Financial Officer.

In his role as Chief Financial Officer, Mr. Garcia has played a pivotal role alongside the CEO and COO in guiding the organization through the ever-evolving healthcare landscape. His knowledge of programs and services leads to thorough analysis of the financial position of each line of service which brings about recommendations and strategies which are instrumental in successfully navigating the challenges and opportunities for the company.

Prior to being the Chief Financial Officer Mr. Garcia served as Contract and Grants Administrator for Citrus Health Network Inc. In this role Mr. Garcia was responsible for overseeing the entire process of grants management, budget preparation and financial reporting on a large scale.  This experience has equipped him with a deep understanding of the intricacies involved in financial planning and compliance.

Due to Mr. Garcias work experience providing direct services, he has been invited to present at national conferences, including The Innovation Forum in Atlanta, where he presented on Citrus Health Network’s initiatives on “Working to End Homelessness and Hunger” as well as Flexible Resources Data Driving Solutions conference in Atlanta.

Mr. Garcia is a Certified Health Care Quality Manager by the American Board of Quality Assurance and Utilization Review Physicians (ABQAURP). This certification underscores his commitment to ensuring the highest standard of quality and efficiency in healthcare delivery. Mr. Garcia has also completed the Leadership Institute with the National Association of Community Health Centers (NACHC) gaining the necessary skills and knowledge to lead the organization in delivering high quality healthcare services and financial management.

Ivonne Ruiz, Psy.D.

Ivonne Ruiz, Psy.D., is a licensed Psychologist with over 25 years of clinical experience working clinically with severe mental illness. She completed her doctoral degree at Nova Southeastern University’s Center for Psychological Studies where she obtained extensive experience in working with children and adolescents. Afterwards, she completed her pre-doctoral internship and post-doctoral residency at Citrus Health Network (1999-2001) as a supervisor in the assessment and emergency services department. Following completion of her residency, she became a clinical coordinator for the School Based Clinical Services Program (2001-2007) where she oversaw the provision of intensive therapeutic on- site clinical services. Her work in this community setting focused on providing intensive wrap around services in order to preserve the in-home placement. Additionally, she worked closely with the training program, directly supervising both pre-doctoral interns as well as post doctoral residents in Outpatient Psychotherapy (2001-2007), as well as in the Child Crisis Stabilization Unit (CCSU) (2001-2014).  Dr. Ruiz then served as clinical coordinator in the Residential Inpatient Treatment Services Program (RITS), (2007-2014) a Statewide Inpatient Psychiatric Program (SIPP), which provides behaviorally based services to children and adolescents with significant behavioral and emotional difficulties. Additionally, the program focuses on the treatment of juvenile sexual offenders, as such, she has worked closely with the Juvenile Division of the Miami Dade County Courts. As clinical supervisor for the Foster Care Program, (2014-2015) Dr. Ruiz also worked to develop a manualized group treatment protocol for survivors of human trafficking. Since 2015, Dr. Ruiz has served as clinical coordinator to the Utilization Management program working closely with Medicaid Managed Care companies as well as providers to ensure positive clinical outcomes. In 2021, care coordination teams were integrated with utilization management in order to improve clinical outcomes and decrease recidivism rates in our more intensive programs, including crisis stabilization and SIPP. Additionally, Dr. Ruiz implemented and supervises the chronic care management program focusing on the provision of care coordination to Medicare patients who have chronic conditions, and as of 2025 will be supervising the Accountable Care Organization (ACO).

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.0

11:00 am – 12:00 pm ET

Strategies To Reduce Unit Costs & Improve Contract Profitability With Mainstay Life Services & Spindletop Center

Island Room II – CFO Summit

Reducing service expenses and increasing revenue for services are the foundation for improving profitability.  Join Ms. Esper, Chief Financial Officer of Mainstay Life Services, as she shares proven strategies for reducing unit costs and negotiating improved contracted rates.

During this session:

  • Identify the three most impactful tools for reducing unit costs and the situations in which they are most effective
  • Discuss what homework should be done before any rate negotiation and what metrics should be prepared to share during the meeting
  • Learn how strategies to reduce unit costs and increase rates can be factored into an organization’s strategic plan and annual budget

Jodie Esper

Jodie joined Mainstay as Chief Financial Officer (CFO) in 2017. As CFO, Jodie is tasked with implementing the infrastructure and systems needed to support Mainstay’s mission, operations (including facilities, fleet, and information technology), financial objectives, and strategic initiatives. In 2023, Jodie became the CEO of enTRUST Services LLC, a subsidiary of Mainstay that provides comprehensive financial services that enrich the lives of people with disabilities.

Jodie has more than 25 years of accounting experience, with 17 years in a leadership capacity with nonprofit human services organizations. Jodie is passionate about the work as the mom of a son with an intellectual disability. She is an advocate and strong supporter in the disability community.

Jodie received her Bachelor of Science in Business Administration (B.S.B.A.) in accounting and a Master of Science degree in accounting from Robert Morris University in Moon Township, PA.

Denise LeBlanc

Denise LeBlanc, a Groves, TX native, holds both a BBA in Finance and MBA from Lamar University and has more than 35 years of experience in the financial and accounting fields. Denise is proud to work alongside talented, caring individuals who work hard to make a difference in the lives of our clients, and does so through the oversight of the Finance, Facilities Management, Fleet Management, and Consumer Benefits teams. In addition to being a published author and board member for three local non-profits, Denise is committed to ensuring the assets of Spindletop Center are utilized transparently, responsibly, and purposefully to promote healthy living in our community.

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.0

12:00 pm – 1:30 pm ET

Knocking Down Tech Silos To Build A Financially Sustainable Future

Island Ballroom – CFO Summit Lunch & Learn

Leveraging the right data is critical for financial leaders to be able to extract actionable insights, drive innovation, and revolutionize revenue operations. Join ContinuumCloud for an exploration of key metrics and data points every CFO needs to support long-term financial sustainability in their organizations. 

Key areas of focus include:

  • Managing Human Capital Margins by Role or Position: Understand how to track and optimize labor costs at the granular level to improve margins.
  • Productivity Tracking with EHR and HCM Data: Learn how integrating data from EHR and HCM systems can streamline operations and enhance productivity.
  • Performance Trends by Program: Leverage performance data to identify opportunities for program optimization and long-term financial growth.

Led by General Managers of Welligent and DATIS, Heather Prather and MJ Craig, this session will highlight how to unify data from multiple systems to increase productivity, improve outcomes, and secure your organization’s financial future in an increasingly competitive industry.

Gwen Koenig

Gwen Koenig brings 30 years of social work clinical and administrative experience as the Chief Of Strategic Growth for the Omni Family of Services, a national leader of child and family services in behavioral health, child welfare, and juvenile justice.  Throughout her career, Gwen has led foster care, family preservation, and community mental health organizations. In 2016, Gwen transitioned from operations to business development and innovation in the human services space. She has represented companies throughout fifteen states and has been responsible for business procurement, strategic planning, grants management, staff development, and technology innovation in this role. Since 2016, Gwen has been an adjunct faculty at the Colorado State University School of Social Work, teaching courses in macro social work and nonprofit management. From 2021 to 2023, Gwen co-founded SigBee, a technology platform to improve workforce retention in human services.

Gwen holds a master’s degree in social work from the University of Cincinnati. Gwen has presented at numerous national and international conferences, including a key presentation at the National Association of Child Care Workers in Port Elizabeth, South Africa.  She has served on various boards and committees with the Family Focused Treatment Association and the Alliance for Strong Families and Communities, among other trade organizations.  Gwen resides in Fort Collins, CO where she enjoys the beautiful outdoors with her three sons, volunteers in her community, and keeps active with her rescue animals.

Denny Morrison, Ph.D.

Dr. Dennis Morrison is the owner of Morrison Consulting which has provided consulting services to the behavioral health information technology field since 2017. In that role, he serves as Chief Clinical Officer for Eleos Health and Chief Scientist for ContinuumCloud, providers of the Welligent EHR. Prior to that, he served as the Chief Clinical Officer for Netsmart Technologies from 2012 through 2017. From 2008-2012, he served as CEO of Centerstone Research Institute (CRI). CRI was recognized in IBM’s Smarter Planet Series and won the Best Practices Award from TDWI (Transforming Data With Intelligence) for Leading Innovations in Business Intelligence and Data Warehousing. From 1995-2008, Dr. Morrison was the CEO of one of the merger partners that created Centerstone – Center for Behavioral Health (CBH). Under his leadership, CBH won the Joint Commission of Healthcare Organizations (JCAHO) Ernest A. Codman Award for excellence in the use of outcomes measurement and the Health Information Management Systems Society (HIMSS) Nicholas E. Davies Award for Excellence in the implementation of Electronic Health Records (EHR). CBH is still the only organization in the world to have won both awards.

Academically, Dr. Morrison holds two master’s degrees in Psychology and Exercise Physiology from Ball State University. His doctorate is in Counseling Psychology also from Ball State University.  In 2022, Ball State awarded him the Distinguished Alumni Award, the highest award given to an alum. He is a prolific author, frequent presenter (including a TEDx talk), podcast host and co-inventor on a patent for a behavioral healthcare outcomes software product. He has served on numerous academic and non-profit boards and was a founder and board member for the International Initiative for Mental Health Leadership (IIMHL) now Global Leadership Exchange.  He was an officer in the United States Navy and received his Aerospace Physiologist wings training, among others, members of TOPGUN in the physiological hazards of flight and land and water survival. He is a licensed, instrument-rated private pilot and triathlete completing 19 triathlons since turning 70.  

MJ Craig

MJ Craig serves as the General Manager of DATIS e3, where she plays a pivotal role in shaping the future of the platform. With her deep understanding of product dynamics and a keen ability to translate complex customer needs into actionable strategies, MJ is dedicated to positioning DATIS e3 as the premier HCM & Payroll solution specifically designed for behavioral health organizations.

With over a decade of experience at DATIS and ContinuumCloud, MJ has been instrumental in the platform’s growth and success. Her innovative approach and forward-thinking vision have played an essential part in driving product enhancements that evolve the platform and support behavioral health leaders in achieving their mission. Under her leadership, DATIS e3 is not only advancing as a top-tier solution but also setting new standards for excellence in the industry.

Heather Prather

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.25

1:30 pm – 2:30 pm ET

Financial Sustainability Through Participation In Provider Networking: The WakeMed Case Study For Increasing Consumer Volume

Island Room II – CFO Summit

Contracts for consumer care are increasingly being awarded to larger organizations capable of simplifying payers’ referral, coordination, and data reporting needs. Mr. Klatt, Executive Director of WakeMed’s Behavioral Health Network, shares how and why he recently brought together 17 outpatient behavioral health organizations to win contracts that increase all organizations’ patient volumes and associated overall rates. This session will:

  • Showcase how smaller organizations have partnered together to compete for larger contracts
  • Examine critical performance and metrics required for developing high-performing behavioral health provider networks
  • Learn about the national trend where providers are winning management contracts from payers, that they then subcontract out services to their peer organizations

Thomas Klatt

Behavioral health and substance use issues consistently top the list of priorities to address for communities throughout the United States, and Wake County is no exception.  As the Executive Director of the Behavioral Health Network, Thomas Klatt is leading a comprehensive, first-of-its-kind strategy to help behavioral health patients receive the right care, in the right environment, at the right time.  Tom is stationed at WakeMed, the convening entity of an innovative effort to bring together behavioral health leaders in the county and region in developing a multi-disciplinary integrated network of inpatient, outpatient, and community-based organizations.  Together, their goal is to provide enhanced access to the care behavioral health patients and their families need and deserve. 

Tom brings more than 35 years of experience in behavioral health care delivery to WakeMed and Wake County. 

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.0

2:45 pm – 3:45 pm ET

The Path To Financial Sustainability: How To Estimate The Financial Resources Required For Growth

Island Room II – CFO Summit

All organizations are focused on growth opportunities, but estimating the financial resources required for growth can be difficult.  In an industry primed for heavy consolidation over the next few years, do you have the resources to be the acquirer, or does your financial position suggest you be the one acquired?  Whether you are interested in growth organically or through acquisition, being able to objectively calculate where your organization stands financially is the first step most organizations have been missing. 

During this session, hear from OPEN MINDS’ Senior Associate, Ray Wolfe, as he breaks down his financial assessment tool and the key metrics every organization needs to know when reviewing their financial sustainability.

Then hear from Greg Santilli, Chief Financial Officer of Hillsides, a leading health and human services nonprofit organization, who will share real-world examples of how the organization has created its own financial sustainability and the tools they used to assess service lines, create revenue diversification and cut unnecessary expenses.

During this session, attendees will:

  • Identify the metrics and formulas to calculate financial growth requirements objectively
  • Learn key indicators for an organization that suggests difficulty in growth without external intervention

Greg Santilli, CPA, CIA

Greg P. Santilli, CPA, CIA, was appointed Chief Financial Officer in February 2021 and is responsible for all finances of Hillsides and its affiliate Bienvenidos. Prior to this role, Greg was the Director of Accounting and Financial Reporting for the Archdiocese of Los Angeles, and before that, he was the Chief Financial Officer for New Horizons: Serving Individuals with Special Needs. 

Greg brings to Hillsides extensive for-profit and nonprofit experience across multiple industries. This experience includes financial reporting and analysis, financial planning, budgeting and forecasting, internal auditing, treasury management, and staff member participation in nonprofit finance, development, strategic planning, facilities, and risk management committees.

After losing his only sibling brother to suicide in 2005, Greg became a staunch mental health advocate.  He is an Advisory Board Member for Didi Hirsch Mental Health Services’ Survivor After Suicide (SAS) Program, is a trained co-facilitator for the SAS program, and attends monthly SAS drop-in meetings to provide newer survivors of suicide loss with a sense of hope and purpose. Greg’s mental health and suicide prevention commitment includes congressional advocacy efforts in Washington, D.C. while he was a board member of the Los Angeles Chapter of the American Foundation for Suicide Prevention.

Greg has a strong commitment to community service, which includes being a former member of the Los Angeles Catholic Archdiocesan Finance Council and former Finance Council Chair at Saint Kateri Tekakwitha Catholic Church in Santa Clarita for eight years where he led a capital campaign that resulted in the construction of the second-largest Catholic church in the Los Angeles Archdiocese; and former Treasurer and Board Member of the Santa Clarita Valley Food Pantry for four years.

Greg holds a Bachelor of Science degree in Business Administration, Option in Accounting from California State University, Northridge, and is a licensed Certified Public Accountant in California. He also holds a Certified Internal Auditor designation. In 2017 he was recognized with the CFO of the Year designation by the San Fernando Valley Business Journal.

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.

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.0