Home » The 2026 OPEN MINDS Performance Management Institute Livestream Sessions

The 2026 OPEN MINDS Performance Management Institute Livestream Sessions


2026 Livestream Agenda

8:15 am – 9:25 am ET

Uniting For Impact: How Centerstone & Brightli’s Strategic Growth & Vision Are Shaping The Future Of Behavioral Health

Keynote

Two of the nation’s leading nonprofit behavioral health organizations—Centerstone and Brightli—have come together in a groundbreaking merger designed to expand access, strengthen sustainability, and drive innovation in care. In this keynote session, leaders from both organizations will share their vision, lessons learned, and the strategic priorities guiding this transformational alignment. Join this forward-looking conversation to learn how strategic growth through partnership can accelerate impact and reimagine what’s possible for behavioral health organizations nationwide.

Attendees will gain an inside look at how the merger is positioning the combined organization to:

  • Enhance service delivery across communities and populations with complex needs
  • Leverage scale and shared resources to invest in workforce development and technology
  • Navigate market uncertainty while advancing mission-driven care
  • Shape the broader behavioral health landscape through collaboration and innovation

David C. Guth, Jr.

David Guth is Centerstone’s Chief Executive Officer, a nonprofit health system specializing in mental health and substance use disorder treatments. Guth has more than 40 years of health care leadership and has served as Centerstone’s Chief Executive Officer since 1991. Under his leadership, the organization has grown from $6M in revenues and 300 staff serving 2,000 individuals to revenues of $1.1 billion and over 10,000 staff serving more than 250,000 people each year.

Guth has served on the Board of Directors for many notable organizations, including Triad Learning, the Executive Committee of the National Action Alliance for Suicide Prevention, and the Board of Visitors for the University of Tennessee’s College of Social Work. He is highly regarded in the industry and has received many recognitions, including the National Council Visionary Leadership award, Nashville Business Journal’s Health Care Power Leaders Award, and the Douglas Henry Award for Service to Children and Families at Risk from the University of Tennessee’s College of Social Work. Guth also works as an industry consultant, primarily in the area of affiliations, mergers, and acquisitions. The National Council for Behavioral Health published Guth’s book on mergers, “Strategic Unions: A Marriage Guide to Healthy Not-for-Profit Mergers.”

Guth graduated from Vanderbilt University with a bachelor’s degree in mathematics and from the University of Tennessee with his master’s degree in social work administration and planning.

CJ Davis

C.J. Davis is a recognized leader in building strategic affiliations to expand access to behavioral health services and strengthen community impact. As CEO of Brightli, Inc., the parent company of Burrell Behavioral Health, Preferred Family Healthcare, Southeast Missouri Behavioral Health, Comprehensive Mental Health Services, and other affiliates, he oversees a growing network of organizations employing more than 5,000 people across over 200 locations in five states. Over the past decade, C.J. has led or been instrumental in more than 10 major mergers and affiliations, helping create one of the nation’s largest nonprofit behavioral health systems. His approach centers on aligning missions, cultures, and visions to create partnerships that enhance service delivery, extend the reach of critical programs, advance the science of practice, and meet the diverse needs of local communities.

Since the formation of Brightli in early 2022, born from the groundbreaking partnership between Burrell and Preferred Family Healthcare, C.J. has accelerated the pace of affiliation activity, always with the goal of building a stronger, more unified system of care. Under his leadership, Brightli organizations now generate nearly $600 million in annual revenues, with each merger and affiliation reinforcing a shared commitment to accessible, high-quality behavioral health care. With more than 30 years of experience as both an executive leader and clinical psychologist, C.J. has led efforts to expand services across the full continuum of care, from outpatient therapy to inpatient treatment, primary care integration, and community-based programming. His executive leadership journey has spanned Missouri, Pennsylvania, and Indiana, always with a focus on growing missions through collaboration and innovation.

Through every affiliation and partnership, C.J. Davis remains committed to one unifying vision: building stronger systems to create healthier communities.

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

9:45 am – 11:15 am ET

Beyond The Blueprint: Real-World Case Studies In Implementing Whole Person Care

Whole Person Care Summit

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.

Wayne Young, MBA, LPC, FACHE

As the Chief Executive Officer of one of the largest behavioral health organizations in the nation, Wayne Young is passionate about the planning and delivery of large-scale behavioral health and intellectual and developmental disabilities services to a population who rely upon safety net systems of care. Wayne previously served as the chair of the Texas Health and Human Services Commission’s Behavioral Health Advisory Council and currently services on Texas HHSC’s Joint Forensic Committee on Access and Forensic Services. He was recently appointed by the Supreme Court of Texas to the Texas Judicial Commission on Mental Health and also service as a board member of the National Association of Addiction Treatment Providers. Wayne was honored to have received the Charley H. Shannon Advocate for Justice Award from NAMI Texas in 2019 as well as to have been named to Modern Healthcare’s list of Top 25 Innovators in 2019 and again 2021.  In 2023, Wayne was recognized as one of Houston’s Most Admired CEO’s. While honored by individual recognitions, Wayne is most proud to have been a part of The Harris Center as it received the Excellence Award for Innovation from the National Council on Behavioral Health and was named as a Best Place to Work by The Houston Business Journal who also honored them with a Diversity in Business Award in 2023 and 2024. 

The Harris Center for Mental Health and IDD is the state-designated Local Mental Health Authority and Local Intellectual and Developmental Disability Authority for Harris County, Texas.  

Leadership & Management Certificate Program Course | Domain: Technology & Analytics | Credit Hours: 1.5

Shaping The Next Generation Of Care Models: AI’s Role In Behavioral Health, I/DD & ASD Support

Knowledge Partner

Sponsored By:

AI isn’t just a future idea anymore—it’s already changing how organizations deliver care, manage documentation, and support people in real-world settings.

This session explores how AI is transforming behavioral health, I/DD, and autism services today while opening new possibilities for the future. We’ll examine the operational, clinical, and financial pressures organizations are navigating—staffing shortages, accountability requirements, shifting Home and Community-Based Services (HCBS) and Least Restrictive Environment (LRE) expectations. You’ll see how AI is helping leaders respond with greater efficiency and accuracy while identifying opportunities to preserve existing revenue and unlock new funding streams.

The discussion highlights real-world applications that reduce administrative burden, ensure documentation accuracy and reliability, and support evidence-based practices. Attendees will also see AI in action, with practical examples of how these tools can support daily workflows, monitor progress, and guide decision-making in real-world care settings.

The session focuses on how AI-powered tools can empower providers, reinforce high-quality care, and create new pathways for sustainability so that technology enhances, rather than replaces, the human impact at the center of this work.

Learning Objectives

  • Understand techniques and tools you can use to protect and grow revenue in this challenging time
  • See how AI-driven intelligence is transforming behavioral health through practical, real-world applications.
  • Explore how AI can enhance evidence-based, least-restrictive, natural-environment services across I/DD and autism care.
  • Identify trends, risks, and strategic pathways to translate AI innovation into sustainable operational and financial impact.

Terence Blackwell

Terry Blackwell is a seasoned leader with operational expertise in managing budgets, program requirements, risk mitigation, funding, and people. Terry brings more than three decades of diverse leadership experience serving the needs of people with disabilities. A recognized thought leader among his peers, Terry is a regular presenter at the national level for Applied Behavior Analysis International.

Notably, Terry helped lead the development of the country’s only I/DD- and autism-focused ACO. During the establishment of this entity, he worked with NCQA to impact national policy to accommodate the special needs of the I/DD and ASD (Autistic Spectrum) populations.

Previously, Terry was the Chief Executive Officer for Chimes International, a large multi-service nonprofit operating in the mid-Atlantic and in partnership with Chimes Israel in Tel Aviv. He worked closely with the board of directors of the parent company and the six affiliate companies in developing a coherent voice and outward-facing presence to external stakeholders. Terry also created new and exciting program ventures within the company, consistent with the evidence-based best practices in the fields of integrated supported work I/DD, autism, and behavioral health.

Terry was also the Chief Operating Officer for Services for the Underserved (SUS), a nonprofit organization that provides services to people with autism, intellectual disabilities, behavioral health, mental health, and substance abuse issues as well as veterans’ services in a variety of coordinated and integrated care models. In this role, Terry provided operational leadership and oversight for this 187-million-dollar social services agency with 2,000 employees. He also co-created and co-chaired a 2.8-billion-dollar membership group of I/DD provider organizations oriented to aligning best practices in the field for managed care impact in Pennsylvania.

Before SUS, Terry was the Vice President of Operations for Fedcap, Inc., a 75-year-old NYC-based nonprofit serving over 1,000 clients with special needs throughout the New York metropolitan area, where he identified and developed associated license and programs for persons who have lifetime disabilities that may qualify for supports through federal and state initiatives.

Terry also served as the Chief Executive Officer of Developmental Delay Rehabilitation Services, Inc., where he provided direction and oversight for fiscal, programmatic, and development function of a New York State Education Department and New York State Department of Health approved home and community-based early intervention and early childhood program. The program was referenced by key national autism experts as a “best practices publicly funded services for autism” program in the Northeast.

In addition to earning his Master of Science degree in Psychological Services from the University of Pennsylvania, including attendance at the Wharton School, Terry is a Licensed School Principal, Board Certified Behavior Analyst, and Certified Addictions Specialist. He earned his Bachelor of Science degree in Psychology from Saint Peter’s University.

Ravi Ganesan

Ravi Ganesan is the founder and CEO of Core Solutions, where he leads the revolution in behavioral health through artificial intelligence and other cutting-edge technologies. With over 25 years of dedication, Ravi has addressed the unique challenges of the health and human services industry by developing innovative EHR technology, significantly improving treatment outcomes. His deep expertise in healthcare and technology, combined with a strong commitment to customer satisfaction, has established Core Solutions as a leading software provider nationwide.

Under his leadership, Core Solutions has pioneered AI-driven solutions for clinical documentation, treatment planning, and care delivery optimization in behavioral health settings. As CEO, Ravi has successfully established partnerships with large providers, government agencies, and leading management consulting firms to improve treatment for behavioral health and intellectual and developmental disability services.

Ravi is a recognized thought leader and frequent speaker on AI implementation, data-driven decision-making, and digital transformation in healthcare. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.

Leadership & Management Certificate Program Course | Domain: Technology & Analytics | Credit Hours: 1.5

11:30 am – 12:45 pm ET

Stratify, Engage, Intervene: Models & Workflows For Integrating Teams In Whole Person Care

Whole Person Care Summit

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.

Amanda Zwirecki, MSEd

Chloe Hurley, MPH

Chloe Hurley, MPH is the Coordinator of Population Health at Endeavor Health Services in Buffalo, NY. She has worked within Certified Community Behavioral Health Clinics (CCBHC) and primary care practices for over 7 years. Chloe is a certified practice facilitator in the primary care setting and has designed, implemented, and evaluated whole person approaches to care. She currently supports the project management of a SAMHSA CCBHC Improvement and Advancement Grant as well as a Critical Time Intervention (CTI) Team in New York State. Chloe holds a Master of Public Health with a concentration in health policy and a micro-credential in health care operations from Vanderbilt University School of Medicine.

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.25

Teaching AI To Behave: Organizational Intelligence In Behavioral Health

Knowledge Partner Session

Sponsored By:

How Legal Guardrails, Clinical Judgment, and IT Governance Shape Safe AI Adoption

Behavioral health organizations are rapidly adopting AI to address documentation burden, compliance risk, and workforce strain — but most AI tools are designed to be generic, context-agnostic, and detached from organizational reality.

In this session, we introduce the concept of Organizational AI: an approach where AI is intentionally designed to behave in alignment with an organization’s legal obligations, clinical governance, state and county requirements, accreditation standards, and risk tolerance.

Led by a behavioral health technology CEO, the CIO of a large community behavioral health organization, and a nationally recognized behavioral health attorney, this session explores how AI is being implemented in practice — not theory.

Through a real-world case study, speakers will examine how:

  • Legal guardrails (HIPAA, 42 CFR Part 2, consent, and data segmentation) shape AI system design
  • Clinical judgment is preserved through clinician-in-the-loop oversight, ensuring AI supports — never replaces — care decisions
  • IT and compliance leaders operationalize AI governance across state, county, payer, and accreditation requirements

Rather than focusing on tools or models, this session provides a decision framework for leaders evaluating AI as an organizational capability — one that must reflect mission, regulation, and clinical values.

Attendees will leave with:

  • A new way to distinguish organizational AI from generic AI
  • Practical insight into how legal and regulatory constraints inform AI design
  • A governance blueprint for safe, scalable AI adoption in behavioral health

Norman Racine

Norman Racine is an accomplished technology executive with more than 20 years of leadership experience spanning healthcare, non-profit, telecommunications, manufacturing, and distribution industries. Most recently, he has served as Chief Information Officer (CIO) at Sycamores, where he oversees IT strategy, infrastructure evolution, security, and business process innovation in support of the organization’s mission.

In previous leadership roles, he has directed enterprise system modernization, strengthened cybersecurity and compliance in highly regulated environments, led cloud migrations, and managed large-scale IT operations with multimillion-dollar budgets and teams of over 100 professionals. His other work has included enterprise architecture design, acquisition integrations, and international technology initiatives across Europe, South America, and North America. With a focus on aligning technology to organizational goals, he has consistently delivered secure, scalable solutions that balance innovation with cost efficiency.

Ross Young


12:45 pm – 2:00 pm ET

What To Expect From Your CIN & What Can A ONEcare Network Do For Your Agency & Community?

Summit Lunch & Learn

A Clinically Integrated Network is a self-governed group of provider agencies working together to deliver efficient & coordinated care to its attributed members & clients. Provider members hold themselves accountable for performance and quality improvement. CIN’s negotiate incentive-based contracts with payors tied to specific quality targets and participate in a shared governance structure, encouraging providers to lead and drive their own destiny. You will hear in this session what a provider agency should expect when joining any Clinically Integrated Network, and how a ONEcare CIN meets and exceeds those expectations.

Deb Aldridge

Deb Aldridge, a seasoned healthcare professional with over 28 years of experience, specializes in Practice Transformation, Clinical Informatics, and Quality Improvement. Currently serving as Chief Networking Officer at Alera Health, she leads a multidisciplinary team in identifying improvement opportunities across healthcare settings and driving meaningful improvement. Deb’s role involves mentoring staff and providing direct practice coaching to ensure alignment with organizational goals. Her extensive expertise stems from previous work at Community Care of North Carolina and the Beacon Community Program nationally, where she spearheaded cross-functional quality improvement projects and implemented cutting-edge health IT solutions. Throughout her career, Deb has demonstrated a commitment to advancing healthcare through innovation and collaboration. Her leadership and expertise make her a trusted resource in the field, driving transformative change and optimizing patient care outcomes through the integration of technology and process improvement initiatives.


2:15 pm – 3:15 pm ET

Demo Session

Demo Session

Sponsored By:


2:15 pm – 3:45 pm ET

Sustainable Health Plan Relationships: Financing & Contracting Strategies For Whole Person Care

Whole Person Care Summit

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.

Gilbert Lichstein

Enrico Cullen

Leadership & Management Certificate Program Course | Domain: Financial Management | Credit Hours: 1.5

4:00 pm – 5:30 pm ET

Closing The Loop: Measuring What Matters In Whole Person Care

Whole Person Care Summit

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.

Michael Dennis, Ph.D.

Dr. Michael Dennis received his PhD in Psychology from Northwestern University under a NIH fellowship to train more methodologists in how to implement and improve the quality of community-based behavioral health research. His dissertation was on implementing randomized field experiments in criminal and civil justice research to improve their impact on practice. He currently serves as Director of the Lighthouse Institute (LI), a division of Chestnut Health Systems conducting community-based research, program evaluation, and training on evidence-based practices. LI currently has offices in Bloomington-Normal and Chicago, Illinois and Eugene, Oregon; offsite staff in over two dozen states; over 110 LI staff operating four major centers related to training on assessment, evidence-based treatment, family coaching, program evaluation; and a Native-led national Native Center of Excellence. LI works with community-based agencies in all 50 of the United States, four U.S. territories, and over four dozen tribal serving agencies, as well as all Canadian provinces and over a dozen other countries. Part of LI’s community focus includes the use of service cascades, simplified time series, and economic analysis from the agency and funder perspectives to aid in program planning and management. In addition to supporting a diverse workforce that reflects the communities we serve, LI is working to become a home for supporting the career development and work of researchers with personal lived experience in addiction, recovery, and the legal system.  

As a senior research scientist, Dr. Dennis is currently the Principal Investigator (PI) of the Smartphone Addiction Recovery Coach for Young Adults (SARC-YA) experiment (DA011323) and a Multiple PI (with Dr. Christine Grella) of Improving Retention across the OUD Service Cascade upon Reentry from Jail using Recovery Management Checkups (UG1DA050065). The latter is part of NIDA’s HEAL Justice Community Opioid Innovation Network (JCOIN) cooperative. He also serves as the Co-Investigator on Dr. Dennis Watson’s Recovery Management Checkups for Primary Care (RMCPC) experiment (R01AA024440); Dr. Chris Grella’s Recovery Initiation and Management after Overdose (RIMO) Experiment (R33DA045774); and Dr. Kate Elkington’s Original and Scaling up eConnect in Juvenile Probation Settings, a hybrid implementation effectiveness trial of a digital suicide risk/behavior identification and linkage-to-treatment system (MH113599, MH130845).  

In the past, he has been the Coordinating Center PI on the Juvenile Justice Translational Research for Adolescents in the Legal System (JJ-TRIALS; U01DA036221) cooperative agreement and the Cannabis Youth Treatment experiment, as well as Dr. Chris Scott’s Recovery Management Checkups for Woman Offenders Experiment (5R01DA21174). JJ-TRIALS is one of the largest and most recent studies of transitional research with adolescents and included national surveys of juvenile justice community supervision to examine their behavioral health services related to suicide, mental health, substance use, and HIV risk reduction. The study also included a multisite experiment to examine LI’s ability to improve the behavioral health service cascades from the justice system to behavioral health (e.g., screening, identification, need, referral, treatment initiation, engagement, and continuing care). HEAL supplements were also used to conduct surveys of a census of the state prison systems and county jails hardest hit by the opioid epidemic. The Cannabis Youth Treatment (CYT) experiment was one of the first to evaluate five manualized approaches compared on a large sample of youth and families studied (600), with high rates of participation, treatment fidelity, follow-up, publication, and impact in terms of citations and replication. To date, the Dennis et al. (2004) CYT main findings have been cited over 1,000 times. Dr. Dennis has also participated in the conduct of a half dozen other treatment experiments, development of research-based treatment guidelines, and has chaired both major adolescent treatment associations (JMATE and SASATE). The significance of this work led to his receiving the Joint Meeting on Adolescent Treatment Effectiveness (JMATE) Research to Evidence-Based Practice award for bridging the gap between adolescent treatment research and practice.  

Dr. Dennis and his colleagues developed Recovery Management Checkups (RMC) and demonstrated efficacy in four clinical trials and a quasi-experiment to date. He received a MERIT award (R37DA011323) from NIDA after LI’s first clinical trial and the 2012 Dan Anderson Award for Addiction and Recovery Research for his 2012 paper reporting on the main findings from our second trial. He and his colleagues have also worked with economists to demonstrate that the cost of RMC and increased treatment is offset by reductions in expensive health care utilization (e.g., emergency department visits, hospital stays, psychiatric hospitalization, incarceration), and have replicated this work with the State of Illinois to use RMC to recruit over 1,000 additional clients into methadone treatment. As part of NIDA’s HEAL JCOIN cooperative, LI is currently conducting a fifth experiment with RMC for people with opioid use disorders (OUD) coming from Cook County Jail, a study that is expanding into five other county jails. He has worked with individuals with OUD since 1988 on medications for opioid use disorders (MOUD) treatment initiation, retention, readmission, and recovery support and has experience working within the community, in a variety of MOUD and other types of treatment, as part of continuum of care studies, and as part of studying and managing long-term recovery over periods of 6 months to 19 years.  

To integrate measurement, clinical research, and practice, Dr. Dennis has also led the development of the Global Appraisal of Individual Needs (GAIN) family of measures since 1993. As of June 30, 2023, the GAIN Coordinating Center (www.gaincc.org) has worked with over 21,154 staff from 5,602 agencies (in all 50 states in the U.S., all 10 provinces of Canada, and 14 other countries), teaching them how to utilize the GAIN measures to support clinical decision making related to diagnosis, treatment planning, placement, outcome monitoring, economic evaluation and program/policy planning. The GAIN has also been used in over 900 publications. This includes using formal measurement models to create shorter and more efficient versions of the GAIN to get much of the core information in less time. The significance of this work led to Dr. Dennis receiving the International Council on Alcoholism and Addiction (ICAA) lifetime achievement award for his work with the GAIN. He has been PI, Co-PI, or lead methodologist on a dozen clinical trials, chaired one of NIDA’s data safety monitoring boards, chaired NIAAA’s health services research review group, and served on multiple editorial boards.   

Jim Wallis, MAPC

Stacey Coleman, MPH

Stacey Coleman, MPH, serves as the Director of Quality Management for Coastal Family Health Center (CFHC), where she leads organizational efforts to embed a sustainable culture of safety, quality, and accountability across a seven-county service area. With more than 13 years of progressive leadership experience, she has designed, implemented, and managed comprehensive Quality Assurance and Performance Improvement (QAPI) programs that support high-reliability care and regulatory excellence.

Ms. Coleman provides strategic oversight of HRSA-mandated quality and value-based care programs, as well as health information technology training and optimization. Her work has ensured continued compliance with NCQA Patient-Centered Medical Home standards, Joint Commission Accreditation for Ambulatory and Behavioral Health Services, and HRSA Quality Improvement and Assurance requirements. Under her leadership, all CFHC standalone clinics achieved initial Level 3 NCQA PCMH recognition and have successfully maintained recognition through the transformation annual reporting model.

A recognized leader in the health center quality community, Ms. Coleman has participated in multiple national learning collaboratives and currently serves on the NACHC QA/QI Advisory Board and the NACHC NextGen Steering Committee. She is an active member of the Community Health Center Association of Mississippi and co-chairs the HRSA Uniform Data System Training and Technical Assistance (UTC) Steering Committee.

Ms. Coleman holds a Bachelor’s degree in Anthropology and a Master of Public Health with an emphasis in Epidemiology and Biostatistics. She resides in Gulfport, Mississippi, with her daughter, and has been a classically trained pianist for over 30 years.

Meagan Lanier

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.5

The Future Of An AI Workforce

Knowledge Partner Session

Sponsored By:

As AI begins to handle patient intake calls, clinical documentation, billing operations, and administrative workflows – what does the future entail for our workforce in behavioral health? How do you manage the transition to an AI-augmented team? What does collaboration between clinical staff and AI workers look like in practice? 

Join us for a candid discussion on the emerging AI workforce in behavioral health. AI workforce expert, Dominik Middelmann (CEO of mdhub) and behavioral health leaders will share case studies from clinics currently using AI workers for intake coordination, clinical notes, and billing – including stories of both success and tribulation. Together, we’ll explore practical questions: Which AI workers to pursue first, how to introduce AI workers to your staff, and what does this mean for hiring, training, and team culture in the years ahead?

We all are navigating one of the biggest workforce shifts our industry has seen. Whether you’re already piloting AI solutions or just beginning to explore, bring your questions, concerns, and experiences to share.


8:30 am – 9:30 am ET

No Wrong Door: Applying Managed Care Principles To Safety Net Services In Colorado & Beyond

Keynote

Colorado’s new Behavioral Health Administration (BHA) and its Behavioral Health Administrative Service Organizations (BHASOs) are redefining what it means to create a “no wrong door” system of care. Established by HB22-1278, the BHA was charged with uniting Colorado’s fragmented behavioral health landscape, spanning safety-net services and uninsured populations under a single, coordinated framework.

In this keynote, Daniel Darting, CEO of Signal Behavioral Health Network, will explore how BHASOs complement Medicaid plans while strengthening the safety net for those who fall outside it. 

Learn how the BHASO model can act as a translator and bridge-builder between clinical, financial, and policy worlds by integrating and optimizing state funding streams, standardizing provider expectations and care, and ensuring that every Coloradan can find help regardless of insurance status or ability to pay. By streamlining contracting, reducing administrative burden, and improving data transparency, this model gives provider organizations more stability and flexibility to focus on care. Attendees will learn how governance, funding, and data strategies are driving results in Colorado—and what lessons other states can apply to redesign their own behavioral health systems for greater equity, efficiency, and impact.

Daniel Darting

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

9:50 am – 11:00 am ET

Knowledge Partner Session

Knowledge Partner

Sponsored By:

Reclaiming Time For Care: AI Documentation That Expands Capacity

Workforce AI Summit

Of all the resources in health care, clinician time is perhaps the scarcest. This session examines how automated documentation and note generation tools encourage note completion and transform time saved into increased appointments week after week. We will explore documentation use cases, how to measure accuracy and ease burden, and how to forecast the conversion of minutes saved into staff workload. Attendees will also discover how to align clinical, compliance and revenue stakeholders to maximize efficiency. 

Jessica Fenchel, MA

Jessica Fenchel is the COO at Access Services, where she supports the delivery of diverse community-based programming for children, adults, and families in Eastern Pennsylvania.  Access Services is a nonprofit organization building community through the delivery of services in Behavioral Health, Children and Families Services, and Intellectual Disability and Autism Programming. 

Jess has been at Access Services for over 10 years, during which she was key in the startup of innovative initiatives across multiple service spaces including crisis, forensics, schools, and homelessness.  Jess believes that help should be helpful and that the people we serve deserve our best.  She has led in partnership building to realize integration between behavioral health and physical health, driving solutions for vulnerable populations.  Jess’ work to develop new models of partnership between law enforcement and crisis systems has led to overall reductions in arrest for those experiencing mental health crisis. 

Jess received her undergraduate degree from Messiah College, her master’s degree from Lasalle University in Clinical Counseling Psychology, training in Applied Behavior Analysis from the University of North Texas, a certificate in Nonprofit Management from Lasalle University, and a certificate from the Global Trauma Recovery Institute.  Jess is an avid sports fan, especially the Buffalo Bills, and loves being active outside with her husband, three kids, and dog.

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

11:15 am – 12:30 pm ET

Knowledge Partner Session

Knowledge Partner

Sponsored By:

Retention, Burnout & Morale: Measuring Workforce ROI With AI

Workforce AI Summit

Workforce value is about more than speed. This session will explore how providers can track morale and burnout metrics to impact recruiting cost, vacancy days, overtime and avoidable turnover. Examples include how to pair pulse surveys with workload indicators, how to attribute changes to specific tools and how leaders can translate staff experience gains into a growth story for stakeholders and payers. We will explore the pragmatic realities facing behavioral health systems today and will examine use cases of currently evolving roles as well as emerging roles capable of filling the gaps. 

Liz Worth

Leadership & Management Certificate Program Course | Domain: Organizational Performance Optimization | Credit Hours: 1.25

12:30 pm – 1:45 pm ET

Summit Lunch & Learn

Summit Lunch & Learn


2:00 pm – 3:00 pm ET

The Great Divide: Bridging The Gap Between Clinical & Financial Executives

CFO Consortium Session

In many behavioral health organizations, clinical and financial leaders share the same mission—but speak very different languages. Misalignment between clinical and financial priorities can stall innovation, hinder operational performance, and create internal friction that ultimately impacts patient care.

This session explores practical strategies for bridging the communication and collaboration gap between clinical and financial executives. Learn how forward-thinking organizations are creating integrated leadership models that align care quality with financial sustainability—ensuring that both patient outcomes and business health move forward together.

Key Takeaways Include:

  • Explore frameworks for aligning financial strategy with clinical priorities
  • Learn how to create a culture of collaboration, transparency, and mutual respect
  • Gain actionable insights to drive data-informed decisions that support both care and cost

Charles Gagnon

Charles was appointed President & Chief Executive Officer of Volunteers of America of Massachusetts (VOAMASS) in 2019. He is just the third President at VOAMASS in the past half-century. Known across Massachusetts as a leader in community development and as an advocate of innovative services, Charles has extensive experience in the areas of affordable housing, economic development, workforce development, and behavioral health.

Before taking the helm at VOAMASS, Charles served as the Chief Operating Officer for South Middlesex Opportunity Council, Inc. (SMOC). Since joining SMOC in 1994, he held a variety of positions at the agency, including in economic development, project management, real estate development, behavioral health services, program development, and strategic planning. Charles was also instrumental in leading the SMOC Housing Corporation to develop and manage over 2,000 units across the Commonwealth.

Charles received his Bachelor of Science at Saint John’s University in Collegeville, MN, and a Master’s degree in Public Affairs from Columbia University’s School of International and Public Affairs.

Mindy Miller, LMHC, LADC1

Mindy Miller has been with Volunteers of America of Massachusetts (VOAMASS) since 2011. As COO, she uses her years of programmatic and operational leadership experience to oversee program planning, development, and implementation across multiple service areas, including residential treatment, outpatient behavioral health, veteran services, and re-entry. This includes the implementation and compliance for a diverse portfolio of state contracts and federal grants.

Prior to becoming COO, Miller served as Vice President of Integrated Services at VOAMASS, and was responsible for the integration of behavioral health services throughout the organization; configuring the agency’s electronic health record system; guiding VOAMASS as a trauma-informed care organization; and continued implementation of evidence-based practices.

Miller was honored in spring 2022 with a National Leadership Award from Volunteers of America. She earned a Bachelor’s Degree from the University of Colorado, a Master’s Degree in Forensic Psychology from Roger Williams University, and a Certificate of Advanced Graduate Study in Mental Health Counseling from Bridgewater State University. She is a Licensed Mental Health Counselor (LMHC) and Licensed Substance Use Disorder Counselor (LADC1).

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

From Errors To Accuracy: AI For Less Rework & Cleaner Revenue 

Workforce AI Summit

As we all know too well, small errors at the beginning of the revenue cycle can create heaps of wasted time and rework downstream. This session focuses on how behavioral health organizations can strengthen benefits coordination and eligibility verification through smarter technology-driven workflows. The ultimate goal? Preventing denials before they start. And the best part is—denials prevention isn’t just hypothetical. Automation is opening the door to less chasing and more critical thinking in the revenue cycle, in addition to improved clean claim rates, higher first-pass pay rates and reduced rework. It’s all made possible by near real-time insights that start at the beginning of the revenue cycle. Join us to learn more about the next era of revenue cycle management, and how behavioral health organizations can use it to their advantage. 

Brandie D. Williams, M.Ed, Ed.S

Brandie has over 21 years of experience serving individuals with Behavioral Health needs and Developmental Disabilities.  For the past 16 years, Brandie has worked at the Rappahannock Area Community Services Board, a non-profit organization dedicated to education, recovery, treatment, and wellness of individuals affected by mental health and substance use disorders and developmental disabilities.  In her role as Deputy Executive Director, she brings subject-matter and operational knowledge of integrated care, data analytics, and behavioral health care to support the use of analytics to improve clinical performance, patient health, and organizational efficiencies.  In addition to day-to-day operations, Brandie oversees reporting and analytics to inform a data-drive quality improvement process.  Throughout her professional career, Brandie has fostered a deep passion for the opportunities created by advanced science and technology in the health and human services quality improvement space. She believes building and growing a high-quality workforce is the foundation for meeting our community’s needs. 

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

3:10 pm – 3:40 pm ET

The Executive Imperative: Turning Data Into A Performance Advantage

Closing Keynote

Behavioral health leaders face a defining opportunity: to turn data into a strategic asset that drives sustainable growth and lasting impact. Join Monica E. Oss, Chief Executive Officer of OPEN MINDS, as she explores how executive teams can move beyond data collection to true data fluency – embedding analytics into decision-making, performance improvement, and organizational culture.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement, rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

Leadership & Management Certificate Program Course | Domain: Leadership Strategy & Governance | Credit Hours: 0.5