2017 Presentations


Day One Thursday February 16
Day Two Friday February 17
8:30 am - 8:45 am
Welcome & Opening Remarks

Welcome

  • 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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8:45 am - 9:45 am
Emerging Medicaid Performance Expectations – How They Are Shaping Future Payer/Provider Relationships

Keynote Address

  • Brian Wheelan

    Chief Strategy Officer & Executive Vice President, Beacon Health Options

    Leading Beacon Health Options’ development efforts for health plans, state and local governments and employers, Brian develops strategies to deliver market-winning solutions to the company’s existing and future clients and other stakeholders. All business development and sales teams report to Brian, as do the company’s product development, proposal development and marketing functions. He also leads our international development efforts.

    Prior to his current role, Brian served as Executive Vice President for Corporate Development and Strategy at Beacon Health Strategies, where he led sales, marketing, development, partnering and acquisition activities. Before that, Brian was Beacon Health Strategies’ Chief Financial Officer. His accomplishments in that role included creating the Client Analytics Group that now performs in-depth analysis of utilization trends, member outcomes and return on investment for care management strategies on behalf of customers.

    Before joining Beacon Health Strategies, Brian was a manager at Bain & Company, where he specialized in corporate strategy development and mergers and acquisitions for hospital systems, long-term care systems and large payers.

    Prior to Bain, he served as Assistant Secretary for Policy and Planning and the Deputy Director of Medicaid for the Executive Office of Health and Human Services of the Commonwealth of Massachusetts.

    He holds a bachelor’s degree from Dartmouth College and a master’s degree in business administration from Harvard Business School.

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10:00 am - 11:15 am
The Next Generation Of Care Collaboration: Building Your Business Case In A Value-Based Market

Knowledge Partner

  • Ravi Ganesan

    President & CEO, Core Solutions, Inc.

    Ravi Ganesan is President and CEO of Core Solutions, Inc. and is a recognized healthcare business leader, entrepreneur, visionary and evangelist for behavioral health technology. Mr. Ganesan is passionate about helping behavioral healthcare organizations improve care and manage costs by using technology as a strategic tool.

    Over the past 20 years, Ravi has built a strong reputation for bringing innovation to the health and human services industry. He has lead Core Solutions, Inc. from a startup company into a dynamic, well respected, growth leader in the behavioral health arena. During his leadership at CORE, the company has witnessed consistent growth, saved millions of dollars for its customers, helped improve client outcomes and created quality jobs for the local economy.

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  • Adam Bauer

    Senior Manager, Life Sciences and Health Care, Deloitte Consulting LLP

    Adam is an engaging project leader with over fourteen years of consulting experience in the healthcare industry. He has broad exposure delivering strategic business and technology solutions to human and social services agencies, behavioral health providers, integrated delivery networks, community hospitals, long term care organizations, and payers. Adam holds a strong grasp of end-to-end project management and implementation methodologies across a range of business and clinical software solutions. His recent experience has focused on helping clients who serve the Intellectually / Developmentally Disabled population develop and execute Electronic Health Record selection, implementation, analytics, and optimization strategies.

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Thought Leader Forum: Brian Wheelan, Chief Strategy Officer & Executive Vice President, Beacon Health Options

Breakout Session

  • Brian Wheelan

    Chief Strategy Officer & Executive Vice President, Beacon Health Options

    Leading Beacon Health Options’ development efforts for health plans, state and local governments and employers, Brian develops strategies to deliver market-winning solutions to the company’s existing and future clients and other stakeholders. All business development and sales teams report to Brian, as do the company’s product development, proposal development and marketing functions. He also leads our international development efforts.

    Prior to his current role, Brian served as Executive Vice President for Corporate Development and Strategy at Beacon Health Strategies, where he led sales, marketing, development, partnering and acquisition activities. Before that, Brian was Beacon Health Strategies’ Chief Financial Officer. His accomplishments in that role included creating the Client Analytics Group that now performs in-depth analysis of utilization trends, member outcomes and return on investment for care management strategies on behalf of customers.

    Before joining Beacon Health Strategies, Brian was a manager at Bain & Company, where he specialized in corporate strategy development and mergers and acquisitions for hospital systems, long-term care systems and large payers.

    Prior to Bain, he served as Assistant Secretary for Policy and Planning and the Deputy Director of Medicaid for the Executive Office of Health and Human Services of the Commonwealth of Massachusetts.

    He holds a bachelor’s degree from Dartmouth College and a master’s degree in business administration from Harvard Business School.

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Financial Management Issues In Population Health Management: Preparing For Value-Based Reimbursement

Population Health 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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  • David Wawrzynek, MS, MBA

    Chief Financial Officer, Spectrum Human Services

    David E. Wawrzynek MS, MBA is Senior Vice President for Finance and Chief Financial Officer at Spectrum Health and Human Services which is a private, non-profit community behavioral health organization, recognized as one of the most effective behavioral healthcare providers in Western New York. David has more than 37 years’ experience in public behavioral health and in his career has worked as a Substance Abuse Counselor, Mental Health Clinician/Supervisor, Clinical Program Director and Executive Management CFO. David has joined his clinical training and experience with his business/financial training and experience to bring a unique perspective and set of skills to the efficient and effective management of behavioral health services. In recent years David has been concentrating on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information to enable more effective strategic and operational insights and decision-making.

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11:30 am - 12:45 pm
Moving To Value-Based Payment: What Are The New Models In Medicaid & Medicare?

Value-Based Care Strategy

  • James Stewart

    President & CEO, Grafton Integrated Health Network

    Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and PTO Plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple Electronic Health Record Systems at several behavioral health care entities.

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

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

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

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  • Athena Mandros

    Market Intelligence Manager, OPEN MINDS

    Athena Mandros is a key member of the OPEN MINDS’ market intelligence team. She tracks trends in policy and the financing of health and human services across all payers for OPEN MINDS publications and OPEN MINDS customers.

    Ms. Mandros currently produces a weekly Market Intelligence Report for OPEN MINDS subscribers. Some of the topics of the briefing reports include non-traditional Medicaid expansion, State Innovation Model (SIM) Grants, and permanent supportive housing.

    Ms. Mandros is also the editor of the OPEN MINDS Behavioral Health System State Profile series. The series is an annually updated market intelligence report on mental health and addiction treatment financing in each of the fifty states. The content of the profile series includes Medicaid managed care and fee-for-service enrollment numbers, top health plans, description of the Medicaid delivery system, behavioral health covered services and carve-outs, core coordination models utilized by the state such as health homes or ACOs, and a description of the dual eligible delivery system.

    In addition to her work on these key market intelligence publications, Ms. Mandros serves as a resource for OPEN MINDS customers on state Medicaid policy, with a particular emphasis on behavioral health, developmental disabilities, long-term care, and corrections. Ms. Mandros tracks changes to state Medicaid programs, synthesizes state information to follow and analyze trends, and creates publications detailing state delivery systems and upcoming changes.

    Prior to joining OPEN MINDS, Ms. Mandros wrote about environmental and social issues for local newspapers. In 2013, she served as the research director for the Environmental Leadership program at the Eisenhower Institute in Gettysburg.

    Ms. Mandros received her Bachelor of Arts Degree from Gettysburg College in Gettysburg, Pennsylvania where she majored in both English and Environmental Studies.

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Provider Network Management & Clinical Performance Optimization In Population Health Management: Preparing For Value-Based Reimbursement

Population Health 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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  • Orville Mercer, MSW

    Vice President, Behavioral Health, Chestnut Health Systems, and President, IBHHC LLC

    Orville Mercer MSW, has 38 years of experience in the community behavioral health field working primarily with complex and difficult to treat populations. He was the CEO of MetroCentre in Illinois until its merger with Chestnut Health Systems in 1996, and has since then, led the growth of a dynamic community based system that now encompasses 13 locations with 400 employees. Chestnut Health Systems has been piloting targeted case management approaches to Managed Medicaid Health plans in the region that have resulted in significant reduction of health costs for designated high user cohorts with an outstanding ROI for these health plans.

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  • Maurice Lelii, LMHC, NCC

    Director, Outpatient Services, Gracepoint

    Coming Soon!

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Performance Management: Is Your Team Making Or Breaking You?

Knowledge Partner

  • Bryony Crain, LPC

    Behavioral Health Product Manager, Relias Learning

    Bryony Crain is the Product Manager for Behavioral Health and Children, Youth and Families at Relias Learning. In this role, she leverages her experience and knowledge of the behavioral health industry, combined with market research and customer input to bring Behavioral Health products to organizations that help them maintain compliance and improve outcomes.

    Bryony joined Relias in March 2014 as a Client Success Manager, managing a portfolio of large HHS and IDD organizations with complex enterprise-wide needs. Prior to joining Relias, Bryony had eight years of behavioral health experience in both nonprofit and higher education environments, with an emphasis on crisis management and triage.

    Bryony holds an MS in Community Counseling from Western Carolina University, is a National Certified Counselor and a Licensed Professional Counselor in the state of North Carolina.

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  • Jen McCraw, RN, FNP

    Performance Improvement Product Manager, Relias Learning

    Jen McCraw currently works with Relias Learning as a Senior Product Manager, innovating a combined analytics and training solution to improve performance in the healthcare industry.

    Prior to her current role, Jen worked as a Nurse Practitioner and Registered Nurse in emergency rooms and level 1 trauma hospitals around the country. As a clinician, she was directly impacted by value-based initiatives in healthcare, specifically hospital reporting requirements, Medicare-payment adjustments, and Meaningful Use. In fact, it was during her third Epic implementation that she began diligently pursuing projects in quality improvement, including innovative surgical protocols, a green belt project on readmission reduction, and uses of documentation to improve patient outcomes and reimbursement.

    She currently uses this clinical expertise and market knowledge to aid Relias in their drive to be a part of the solution for providers and healthcare organizations as they try to navigate these changes.

    Jen holds a bachelor of science in nursing from Gardner-Webb University, a master of science in nursing from Vanderbilt University, and a master of business administration from NC State University.

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  • 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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  • Christina G. Watlington Ph.D.

    National Clinical Director, Pathways Human Services

    Bio coming soon!

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12:45 pm - 2:00 pm
Simplifying Behavioral Health: Integration Myths & Tales From The Real World

Knowledge Partner



Recharge HR: 2017 Workforce Management Trends

Knowledge Partner


2:15 pm - 3:30 pm
Technology & Reporting Requirements For Population Health Management: Preparing For Value-Based Reimbursement

Population Health 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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  • John M. Sheehan

    President & CEO, Harbor Behavioral Health

    John M. Sheehan currently serves as Chief Executive Officer for Harbor since August, 2013. Prior to joining Harbor he was a consultant for All Tier Health Care Consulting (2011-2013) working on health care integration projects for various organizations around the country. Mr. Sheehan served as Vice President of Behavioral Health Services for BayCare Health System (Clearwater, FL) from 2001 - 2011. In his position at BayCare, he reported to the System President and oversaw community and hospital based behavioral health operations which included 250 inpatient beds and 43 outpatient treatment sites covering 5 counties in west central Florida. Mr. Sheehan was responsible for the administration of programs with annual revenues of approximately $75 million and 800+ employees. John also has experience in being the Director of Case Management (Assertive Community Treatment) and as a federal grant writer.

    Mr. Sheehan received his undergraduate degree from Florida State University and his Masters in Business Administration from the University of Phoenix. John holds a certification as a Six Sigma Green Belt.

    John has over 20 years experience in the health and human services arena and has refined his knowledge, skills and abilities in the areas of defining and measuring clinical excellence, strategic planning, growth, operational performance and human resources management. As the current Chief Executive Officer of Harbor, Mr. Sheehan has grown the company through a merger with Behavioral Connections of Wood County, expanding services to cover Lucas, Defiance, and Wood counties. His leadership has helped Harbor form a Joint Operating Company with ProMedica Health System in order to enhance care through a more integrated, coordinated healthcare model and meet growing community mental health needs.

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Alignment Of Care Delivery & Value Based Programs: Integrated Care Models To Produce Improved Outcomes Within Complex Populations

Knowledge Partner

  • Orville Mercer, MSW

    Vice President, Behavioral Health, Chestnut Health Systems, and President, IBHHC LLC

    Orville Mercer MSW, has 38 years of experience in the community behavioral health field working primarily with complex and difficult to treat populations. He was the CEO of MetroCentre in Illinois until its merger with Chestnut Health Systems in 1996, and has since then, led the growth of a dynamic community based system that now encompasses 13 locations with 400 employees. Chestnut Health Systems has been piloting targeted case management approaches to Managed Medicaid Health plans in the region that have resulted in significant reduction of health costs for designated high user cohorts with an outstanding ROI for these health plans.

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  • Bill Guptail

    Senior Vice President, Payor Relations, Genoa a QOL healthcare company

    William (Bill) Guptail joined Genoa in March 2016 as Senior Vice President, Payor Relations. Guptail comes to Genoa having most recently served as President – West Region, Complex Care Management for OptumCare. During his 14-year tenure at UHC and Optum, Guptail served in a variety of leadership positions, including national roles in clinical operations and product leadership. He also served as the Chief Operating Officer and Plan President of UnitedHealthcare Community and State in Hawaii from 2009–2013. Guptail also held previous leadership positions at Healthnexis and Novartis Medical Nutrition.

    Guptail has a bachelor’s in Human Resources Management and music minor from Millikin University and MBA from St. Thomas University.

    Guptail’s role in Payor Relations includes oversight of the company’s navigation of the ever-changing landscape across Medicare, Medicaid and commercial health plans. He is based out of the company’s Eagan, Minnesota office.

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  • Mona Darwich

    Program Director, LaFrontera Southwest

    Mona Darwich is clinical supervisor for outpatient clinic for the past 5 years, starting as a case manager in 2007 with La Frontera. Mona is a licensed substance abuse counselor; auricular acupuncture certified and oversees the care of over 1,000 clients with serious mental illness and dual diagnosis with 26 behavioral health technicians. Mona is also an Arabic interpreter for La Frontera and trains new employees on how to maximize their assessment and therapy sessions with foreign language interpreters working in mental health bridging the gap of culture and clinical care. Mona has a master degree in rehabilitation counseling from the University of Arizona.

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  • Shahzad Rashid, DO

    Psychiatrist, Genoa Telepsychiatry

    Dr. Shahzad Rashid has been a Genoa telepsychiatrist since 2015 and involved with telepsychiatry since 2012. In addition to his telepsychiatry work with adults, he has extensive experience treating inpatient, veteran, geriatric, and correctional populations.

    Dr. Rashid received his Degree of Osteopathic Medicine from the University of Medicine and Dentistry in New Jersey (UMDNJ) and his undergraduate degree in Chemistry from Rutgers University where he graduated summa cum laude.

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  • Deb Adler

    Senior Vice President, Network Strategy, Optum Behavioral Health

    Deb Adler is senior vice president of network services for Optum’s behavioral health business. She joined the company in 2008 and is currently responsible for coordinating all recruitment, credentialing and contracting for a network of over 80,000 providers, assuring members have access to quality providers and a broad continuum of care. With a team of over 300 staff, Deb has facilitated innovative network programs, including implementing tele-psychiatry programs to address member access needs and developing credentialing and operational requirements to incorporate peer- and family-run organizations as part of the array of network services.

    Using her background in statistics, Deb began her career in behavioral health as a program evaluator and quality director in two state-run psychiatric centers.  Since entering the managed behavioral health care field 15 years ago, she has worked in a variety of capacities including network executive, quality management executive and chief operating officer.   She has a Master's degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).

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4:15 pm - 5:30 pm
From Specialty Care To Primary Care: A Town Hall Discussion On The Strategic Challenges & Opportunities In Integrated Care

Town Hall Discussion

  • Hank A. Milius

    President & CEO, Meridian Health Services

    Hank A. Milius is the President/CEO of Meridian Health Services a regional private, not-for-profit health care system specializing in “whole person” health, integrating physical, mental and social well-being. Meridian has over $100 million in revenue, over 1,000 employees and services provided to over 35,000 patients. Today, Meridian has 39 locations and serves over 30 counties throughout Indiana, including facilities for primary medical care (family practice, internal medicine, pediatrics, OB/GYN), behavioral services, children and family programs, psychiatric hospital, residential living, and a child advocacy center. Meridian Health Services is a regional healthcare system focusing on physical, mental and social well-being.

    Mr. Milius has been in the health industry since 1978 and served in executive management positions for over 30 years. His career has brought him to four different states.

    He received his Bachelor of Science from Illinois State University and received his Master of Science from the University of Chicago. He is a member of the American College of Healthcare Executives and has served on numerous boards and committees including the National Association of Psychiatric Healthcare Systems, the Indiana Hospital and Healthcare Association, Missouri Hospital Association, the Indiana Council of Community Mental Health Centers, and the Missouri Coalition of Community Mental Health Centers. In addition, he is a member of Rotary and serves in local civic leadership positions.

    Mr. Milius and his wife, Terri, have four children and six grandchildren. He enjoys snow-skiing, fly fishing, and hiking.

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  • Kirk W. Shafer, CPA

    Chief Financial Officer/Chief Administrative Officer, Meridian Health Services

    Kirk Shafer is the Chief Financial Officer/Chief Administrative Officer for Meridian Health Services Corp, a private, non-profit integrated healthcare organization serving residents throughout Indiana. Meridian offers a range of health and human services including acute hospital care, community mental health, primary care clinics (including OB/GYN and Pediatrics), addiction treatment, children services, and services for the intellectually disabled. Mr. Shafer has served for the past 21 years as a member of the executive management team of Meridian and is responsible for the following areas: finance, revenue cycle, business development, IT/IS, human resources, corporate compliance, quality, administrative support services, UR/HIM/medical records, and facilities.

    Prior to his employment with Meridian Health Services, Mr. Shafer worked for 13 years for an Indianapolis, Indiana CPA firm that specialized in providing audit and consulting services to non-profit and healthcare organizations, culminating in his appointment as a partner.

    Mr. Shafer has extensive experience in developing, implementing, and administering all phases of finance and management functions with a wide range of non-profit and healthcare organizations. Specific areas of expertise include rate setting, revenue maximization, feasibility and cost studies, compliance reporting, and performance improvement initiatives.

    Mr. Shafer holds a Bachelor of Science degree in Accounting from Ball State University and is a Certified Public Accountant. He serves on the Board of Directors of IU Health Ball Memorial Hospital, Muncie Civic & College Symphony Association, Muncie-Delaware County Chamber of Commerce, Cornerstone Center for the Arts (Advisory Committee), and LTC, Inc. and LTC-II, Inc. (supported housing organizations). Mr. Shafer is a member of the AICPA, INCPAS, ACHE, HFMA, MGMA, and Rotary International.

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  • Amelia Clark

    Vice President, Community Health, Meridian Health Services

    Amelia Clark has been an advocate for the undeserved in health care for over 15 years.  Beginning her career in school based clinics; Amelia has worked with charter schools, private schools, traditional public schools and the only Recovery High School in Indiana, Hope Academy to advance health care access.  Through her work with schools, Amelia transitioned to work with a large hospital system to grow school based clinics in Central Indiana.  Amelia’s work in schools was focused on integrated health care.  After working in school clinic administration, Amelia became the first Executive Director of the Jane Pauley Community Health Center, a Federally Qualified Health Center on the east side of Indianapolis.

    Amelia is currently the VP of Community Health for Meridian Health Services in Muncie, IN.  Meridian Health Services has been a community mental health center for almost 40 years serving East Central Indiana and in 2012 received FQHC LAL status for two of its sites, and in 2013 received a New Access Point grant to be a grant funded FQHC program.  In Amelia’s current position, she leads the primary care and integration efforts throughout Meridian’s service area, including 10 FQHC sites and the management of $1.9 million grant dollars.  Amelia has been a featured speaker at the National Council for Behavioral Health conference, and is also a published author on social justice pioneers.

    Amelia holds a BA in Anthropology and an MA in Philanthropic Studies from Indiana University.  Amelia is active in the community, serving on the Boards of the Indiana Primary Health Care Association, the YMCA of Delaware and Blackford Counties, and Delaware County Christian Ministries.

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  • James Stewart

    President & CEO, Grafton Integrated Health Network

    Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and PTO Plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple Electronic Health Record Systems at several behavioral health care entities.

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

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

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

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9:00 am - 10:00 am
Using Innovative Provider Partnerships For Strategic Success - How Two Provider Organizations Built A Statewide Integrated Behavioral Health Network

Keynote Address

  • James McCreath, Ph.D.

    Vice President, Behavioral Health & Psychiatry, Trinitas Regional Medical Center

    Jim is the Vice President of Behavioral Health/Psychiatry at Trinitas Regional Medical Center, Elizabeth, NJ.  In July, 2016, Jim added the title Executive Director for an integrated Behavioral Health Program between Trinitas and St.  Joseph’s Hospital/Medical Center, Paterson, NJ.  Previously, President/ CEO of a large multi-service non-profit, serving children, adolescents and adults with multiple disabilities, in Livingston NJ.  President/CEO of Hall-Brooke Hospital, a 92 bed private psychiatric hospital/CMHC in Westport Ct., from 2007 to 2011.  From 1991 to 2007, Jim was the Vice President for Behavioral Health at Jersey City Medical Center.  Jim has 40 years of progressively responsible experience in large community behavioral health systems and extensive clinical and experience with adults with serious and persistent psychiatric disorders.

    Jim has a B.A. from Seton Hall University, a Master’s Degree from Columbia University and a Ph.D. from New York University.    Jim has maintained a private practice for 20 years and has been a faculty member in the graduate school at Rutgers University.  Jim has participated on numerous NJ State government behavioral health committees.  Significant accomplishments include:  winning major competitive grants including, most recently, a SAMHSA four year grant for Primary/Psychiatric Integrated Care.  Named “Provider of the Year,” by the NJAM HAA for counseling services provided at the Jersey City waterfront in the days following 9/11.  Jim is a speaker for three pharmaceutical companies.  Jim has numerous publications and invited presentations over many years.  Jim is licensed in New Jersey.

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10:15 am - 11:30 am
Consumer Access & Customer Service Functionality In Population Health Management: Preparing For Value-Based Reimbursement

Population Health Management

  • Paul Block, Ph.D.

    Vice President, Consulting, OPEN MINDS

    Paul Block, Ph.D. brings more than 30 years of clinical and administrative experience linking strategy to performance to the OPEN MINDS team. Dr. Block joined the OPEN MINDS team in May 2014 and has served as both a Senior Consultant and Advisory Board Member prior to his current position as the Vice President of Consulting for OPEN MINDS.

    Prior to joining OPEN MINDS, Dr. Block was the Vice President for Behavioral Health Services at Riverside Community Care, managing a continuum of services from outpatient and home based therapy through emergency services and hospital diversion programs. He is also a member of Riverside’s integrated care and mission-driven evaluation teams.
    Dr. Block came to Riverside and OPEN MINDS from Psychological Centers, a private community service and behavioral health organization which he co-founded and directed since 2000. Under his leadership, Psychological Centers became a national front-runner in co-located and collaborative care with private and integrated health care providers.

    After completing his Doctorate Degree in Clinical Psychology, Dr. Block started his career as a Psychologist on a hospital-based psychiatric unit. He subsequently founded an outpatient alcohol treatment program at the Worcester, MA site of the Brockton/West Roxbury VA Medical Center, where he later returned as Assistant Chief of Psychology. Since that time, he has held various administrative positions, including Assistant Vice President for Clinical Services and Director of a national Center for Integrated Care Innovation at community service agencies. His academic positions include core faculty, training doctoral psychologists at the University of Denver, various graduate and undergraduate courses in psychology and behavioral medicine, and medical and graduate school appointments including Harvard Medical School, twice.

    Dr. Block’s scholarship includes publications and national conference presentations on health policy, trauma-informed diagnosis and treatment, topics in behavioral medicine, psychosocial theories of depression, and cognitive science of treatment. He has been an active collaborator and advocate with payers, regulators, policy makers, and legislators regarding health policy and the role of behavioral health in healthcare reform and healthcare cost-effectiveness. Throughout his scholarly, policy, and advocacy work, his focus has been on the link between strategic vision and specific procedures for effective, sustainable execution. While he helps decision-makers define their mission, goals, and strategy for achieving them, his commitment is to translating such conceptual foundations into practical actions that will actually achieve organizational goals.

    Dr. Block earned his Bachelor’s degree in psychology, with honors, and philosophy from Brown University, Rhode Island. He went on to complete his Doctorate degree in clinical psychology at New York University, New York.

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  • Kelly J. Clark, MD, MBA, DFASAM, DFAPA

    Chief Medical Officer, CleanSlate Centers

    Kelly J. Clark, MD, MBA, DFASAM, DFAPA is the President Elect of ASAM. Board certified in addiction medicine and psychiatry, she has focused her career on issues of prescription drug abuse, evidence informed behavioral health care, and payment reform.

    Dr. Clark is Chief Medical Officer of CleanSlate Centers, a multi-state medical group currently treating over 5,000 opioid addicted patients with medication management, and which has received a SAMHSA Science to Service Award for Office Based Opioid Treatment. She is currently a member of the American Psychiatric Association’s Integrated Care Work Group; the National Rx Drug Abuse Summit Advisory Board; and the faculty of the Virginia Tech Carilion School of Medicine.

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The Benefits & Challenges Of For-Profit Business Operations In Non-Profit Organizations

Value-Based Care Strategy

  • James Stewart

    President & CEO, Grafton Integrated Health Network

    Jamie Stewart brings to OPEN MINDS over twenty years of experience in the healthcare field. Mr. Stewart has helped develop and modify Healthcare plans and benefits, Retirement Plans and benefits, and PTO Plans for multiple behavioral healthcare providers. He has also had an integral role in program development and business planning for new strategic business lines. Additionally, he has led multiple teams in the selection, implementation, and use of multiple Electronic Health Record Systems at several behavioral health care entities.

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

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

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

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  • Owen Heleen

    Chief Strategy Officer, The Providence Center

    Owen Heleen is Chief Strategy Officer at The Providence Center (TPC), responsible for working with the board of trustees and senior staff to develop TPC’s strategic vision, to build new partnerships to fulfill its mission, and to develop ways to communicate TPC’s work to a wide range of constituencies.  Before joining TPC, Owen was Senior Director of Grantmaking at the Blue Cross Blue Shield of Massachusetts Foundation. Prior to his work in Boston, he served on the staff of the Rhode Island Foundation for eleven years, most recently as Vice President of Grant Programs.  Before joining the Foundation, he held positions with the Public Education Fund (Providence) and the Institute for Responsive Education (Boston).  He holds a BA from Johns Hopkins University and an MA from Boston University.  He serves on the boards of directors of the Audubon Society of Rhode Island, Continuum Behavioral Health, Inc., the PACE Organization of Rhode Island, and TPC Social Ventures, Inc.

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  • Ian Lang

    Executive Director, Continuum Behavioral Health

    Ian Lang is Executive Director of Continuum Behavioral Health, responsible for developing and implementing programs and services for people who seek mental health care that are convenient, accessible, affordable and effective. Ian comes to Continuum from HealthSource RI, Rhode Island’s health insurance exchange, where he served as Director of Marketing and Communications. Previously, he served as Vice President for Advancement and External Relations at The Providence Center. Before joining The Providence Center, he was Campaign Manager for Chafee for Senate (2005-2006) and Chief of Staff for the Massachusetts Department of Public Health. He attended Trinity College where he received a bachelor’s degree. He also holds a Master of Business Administration from University of Rhode Island. He is Chair of the Board of Directors of HousingWorksRI.

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Best Practice Approaches To Mergers & Acquisitions: A How To Guide

Value-Based Care Strategy

  • 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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  • Joe Getch, MBA

    Chief Operating Officer, PRS, Inc.

    Joe Getch is Chief Operating Officer at PRS, Inc., where he has worked since March 2005. As COO, Joe provides the leadership, management and vision necessary to ensure that PRS meets its strategic goals. Joe is also an Administrative Surveyor with CARF International. He has over 26 years of experience working in the nonprofit and philanthropic sector in the Washington, DC area, and has previous experience holding C level positions with the Benton Foundation, Hitachi Foundation and First Nations Development Institute. Joe holds a B.S. in Economics from George Mason University, an M.S. in Administration from Central Michigan University, and an MBA from Virginia Tech. He is on the Board of the Virginia Association of Community-Based Providers, and has also been active in the community, having served on the Boards of Directors of the Domestic Violence Legal Empowerment and Appeals Project based at the George Washington University Law School, the Rappahannock Council Against Sexual Assault and Connect for Kids.

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  • Wendy Gradison, LCSW

    President & CEO, PRS, Inc.

    Wendy Gradison currently serves as President and CEO of PRS, Inc. (Psychiatric Rehabilitation Services) a community-based, non-profit organization dedicated to helping people living with mental illness, substance use disorders, mild intellectual disabilities, autism spectrum disorders, and anyone who faces life crises achieve safety, personal wellness, recovery and community integration. A licensed clinical social worker, trained family therapist and facilitator, Wendy received her Bachelor of Arts in Psychology from Williams College and her Masters in Social Work from Catholic University. Under Wendy’s leadership, PRS was named as a finalist for the Washington Post Award for Excellence in Nonprofit Management, and by the Nonprofit Times as one of the nation’s 50 Best Nonprofits to Work For the last six years. Wendy was awarded the regional Center for Nonprofit Advancement’s EXCEL Award for outstanding nonprofit leadership and was the recipient of the Fairfax County Mental Health Consumer Award for Service Provider Excellence

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Are You Prepared For A Rate Change? Keys To Unit Costing & Managing To Market Rates In A Capitated Environment

Value-Based Care Strategy

  • 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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11:45 am - 12:45 pm
The Transition To Value: Addressing The Triple Challenge Of Performance Measurement, Talent & Capital

Keynote 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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