Institute Agenda


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Day One Tuesday September 26
Day Two Wednesday September 27
Day Three Thursday September 28
7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

Networking

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


8:30 am - 9:30 am

The Future Of Health Plan/Provider Organization Business Relationships

Plenary Address

Martha R. Temple

Senior Vice President, Behavioral Health Services, Optum

Martha Temple joined Optum Consumer Solutions Group in 2015 as Senior Vice President, Optum Behavioral Health Services (OBHS), a leading mental health and substance abuse services provider to more than 35 million members. Martha is responsible for the overall profitability of the business, including ensuring the highest quality and clinical effectiveness and driving growth within commercial, Medicaid, Medicare and payer markets.

Prior to joining Optum, Martha cultivated a 25-year career at Aetna, Inc. An actuary by training, she received her Fellowship in the Society of Actuaries in 1994. She spent the majority of her career in executive management positions after successful roles in underwriting, reserving and operations. Martha created Aetna Global Benefits and under her leadership grew the business into the industry’s largest provider of expat benefits. Martha served as President of Aetna’s New England Market from 2010 to 2015.

Martha is an active community member, having served on the boards of the Middlesex United Way, Connecticut Business & Industry Association, MetroHartford Alliance and Achieve Hartford!, a youth education foundation. In addition, Martha serves on the board of the Coginchaug Valley Education Foundation and the Shoreline Arts Alliance.

Martha graduated from the Pennsylvania State University with a Bachelor of Science in Mathematics. She is based in Hartford, Connecticut.

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9:45 am - 12:45 pm

Positioning For Success - General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg

Battlefield Tour

During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour of the important sites of day one of the Battle of Gettysburg. This session will include a review of General Buford’s actions, a discussion of the history of the battlefield sites, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to General John Buford and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield OPEN MINDS' Senior Associate, Ken Carr will wrap up the session with a classroom discussion of the leadership lessons learned from General Buford an the application of those lessons to the health care market today.

General John Buford played a critical role in the first day of the battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. General Buford believed that a leader’s duty is to ensure their team is “positioned and prepared” for the challenges ahead – a good lesson for any leader, whether in the midst of a battle or in the midst of health care reform.

Before the start of the Battle of Gettysburg, General Buford’s troops were some of the first Union forces to enter the town of Gettysburg. Recognizing that he was facing a large concentration of Confederate troops, General Buford had positioned his forces to maintain the high ground of Cemetery Hill, South of Gettysburg, where they were able to hold off the Confederates until reinforcements could arrive. By maintaining the tactically superior position in Gettysburg for the Union, General Buford set in motion the eventual victory over the South at Gettysburg. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership.

Robert Prosperi

Licensed Battlefield Guide, Gettysburg

Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.

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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 providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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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9:45 am - 11:00 am

Thoughtleader Forum With Martha R. Temple, Senior Vice President, Behavioral Health Services, Optum

Classroom Workshop

Join us for a follow-up session with our keynote speaker, Martha R. Temple, Senior Vice President, Behavioral Health Services, Optum. Use this time to ask questions and continue the morning’s discussion with Ms. Temple and OPEN MINDS CEO Monica E. Oss.

Martha R. Temple

Senior Vice President, Behavioral Health Services, Optum

Martha Temple joined Optum Consumer Solutions Group in 2015 as Senior Vice President, Optum Behavioral Health Services (OBHS), a leading mental health and substance abuse services provider to more than 35 million members. Martha is responsible for the overall profitability of the business, including ensuring the highest quality and clinical effectiveness and driving growth within commercial, Medicaid, Medicare and payer markets.

Prior to joining Optum, Martha cultivated a 25-year career at Aetna, Inc. An actuary by training, she received her Fellowship in the Society of Actuaries in 1994. She spent the majority of her career in executive management positions after successful roles in underwriting, reserving and operations. Martha created Aetna Global Benefits and under her leadership grew the business into the industry’s largest provider of expat benefits. Martha served as President of Aetna’s New England Market from 2010 to 2015.

Martha is an active community member, having served on the boards of the Middlesex United Way, Connecticut Business & Industry Association, MetroHartford Alliance and Achieve Hartford!, a youth education foundation. In addition, Martha serves on the board of the Coginchaug Valley Education Foundation and the Shoreline Arts Alliance.

Martha graduated from the Pennsylvania State University with a Bachelor of Science in Mathematics. She is based in Hartford, Connecticut.

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Best Practice Meta-Leadership: A Framework For Leadership Effectiveness

Classroom Workshop

In the new value-based care landscape, meta-leadership is essential. Meta-leaders reach across organizations and sectors to build cross-cutting strategies. They exchange information, share resources, and coordinate systems and personnel. They use their influence and connections to guide a cooperative course of action. Being a meta-leader requires a unique mindset and skill set, and it requires building strong alliances with a diverse array of leaders. In this session, we will give you the building blocks you need to make collaboration successful for your organization in our changing market.

A. Robert Dunbar, MPA, M.Ed.

Senior Associate, OPEN MINDS

A. Robert Dunbar has more than 40 years of senior level management and administrative experience spanning the health and human service field. He currently serves as Co-Chair of the Mental Health Corporation of America’s Health Care Reform/Care Coordination Committee. His impressive career serving in the behavioral health field has involved forming and improving new service delivery models; non-profit managed care administration; transition management and integration of services; financial model adherence and performance; and organizational relations with external stakeholders including affiliated corporations, payers, and regulating bodies.

Prior to joining OPEN MINDS Mr. Dunbar served as the Executive Director for Adult & Child Mental Health Center, Inc., a non-profit state certified JC accredited behavioral healthcare organization. In that role, Mr. Dunbar facilitated the work of the Board of Directors, board committees, and staff resulting in effective planning, cost efficient services, performance improvement, and meeting financial goals.

Mr. Dunbar has also served as an Administrator for Gallahue Mental Health Center of Community Hospitals Indianapolis. Mr. Dunbar also served as the Executive Director at the Jane Addams Community Mental Health Center. Mr. Dunbar was responsible for directing services, staffing, and financial performance in both decade long positions. While at Jane Addams, Mr. Dunbar led the development of governance and operating policies and procedures, as well as, the implementation of a continuum of clinical services in its transition from a county service to non-profit 501(c)(3) status.

Mr. Dunbar earned a Master’s degree in Public Administration and a Master’s of Science in Education degree in Counseling from Northern Illinois University in DeKalb, Illinois. He earned a Bachelor of Arts degree in Social Services from Western Illinois University, in Macomb, Illinois.

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11:15 am - 12:30 pm

From Strategy To Action: A Guide To Building & Implementing A Strategic Plan That Works

Classroom Workshop

Strategic planning – the process of planning how best to use your organizational resources in a way that keeps ahead of the competition in meeting the needs of your customers – is more important than ever as the changes in health and human service remake the landscape. These market changes have had a dramatic effect on strategic planning. Instead of incremental next steps, executive teams find themselves needing to rethink the fundamentals of their organization – its competitive advantage, market positioning, and sustainable business models. This makes a market-focused, structured strategic planning process more important than ever. This executive workshop will include a presentation on OPEN MINDS' tried and true best practices for strategic planning, small group exercises, and large group discussions.

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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Political Advocacy In A Split Government: Best Practice Government Relations

Classroom Workshop

What role should health and human service executives play in public policy debates and political issues? How active should leaders be in advocacy? In an era when health care policy is up for political debate at both the federal and state levels, executives are being faced with these types of tough questions every day. In this important session, we’ll discuss the big political issues that are impacting health and human services, how to work with your state and local government to benefit your organization and your consumers, and the ethics of political advocacy.

Leon Boyko, MBA, LCSW

Advisory Board Member, OPEN MINDS

Leon Boyko, MBA, LCSW has over 15 years of extensive experience at both state- and privately-run organizations in the medical, psychiatric, substance abuse, correctional, and forensic health care industries. Throughout his career, Mr. Boyko has gained experience spanning all levels of service from direct care to clinical social work, giving him a unique understanding of the field incorporating the financial and operational aspects of healthcare, as well as the legal and regulatory standards, and individual medical, mental, and behavioral needs of diverse client populations.

Mr. Boyko currently serves as both the Chief of Crisis & Recovery Services Officer and the Chief Administrative Officer for Recovery Innovations (RI) International, formerly Recovery Innovations, based in Phoenix, Arizona. As Chief Crisis & Recovery Services Officer, Mr. Boyko leads RI’s Crisis Services, the company’s fastest growing area, with new programs in Arizona, California, Delaware, North Carolina, Texas, and Washington.

Prior to joining RI, Mr. Boyko served as the Chief Clinical Officer at Crisis Response Network, where he was responsible for the entire Tempe, Arizona call center and network clinical operations. This included four network provider organizations across Maricopa County.

Formerly, Mr. Boyko was the National Clinical Director for the Community Health Services Division at Correctional Healthcare Companies (CHC). As the Clinical Director, Mr. Boyko was responsible for facility licensing, creation of new policies and procedures, and hiring of new management staff for all clinical operations in the division. During this time, he improved manager accountability and performance, updated and created a new multi-axel psychosocial assessment, and successfully licensed and opened CHC’s first Florida outpatient office.

Mr. Boyko’s experience also includes several years at Phoenix-based, Valle del Sol, first as the Director of Adult Services and then as Vice President of Business & Program Development. As the Director of Adult Services, he successfully oversaw all aspects of clinical and administrative operations for two outpatient behavioral health clinics. Subsequently he eliminated $150,000 in costs, increased department revenue 33%, and utilized his in-depth knowledge of regulatory standards to avoid thousands of dollars in legal fees by identifying and advising company officers on potential legal risks. After two years in this role, Mr. Boyko became the Vice President of Business & Program Development where he designed and updated the agency’s strategic plan, implemented and supervised new, integrated primary care and behavioral health clinics, and successfully obtained over $5 million in additional funding.

Mr. Boyko received his Master of Business Administration from the University of Phoenix and his Master of Social Work—with an emphasis on Hospital and Behavioral Health—from Arizona State University. Mr. Boyko earned his undergraduate degree in Psychology from University of North Dakota in Grand Forks, ND. Additionally, he is a Licensed Clinical Social Worker through the Arizona Board of Health Examiners.

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12:45 pm - 2:00 pm

Day 1 - Lunch Break

Networking

Lunch On Your Own. Explore a wide selection of restaurants in downtown Gettysburg – All within walking distance.


Invitation-Only Lunch

Networking

Sponsored by Credible Behavioral Health


2:00 pm - 5:00 pm

Positioning For Success - General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg (Repeat)

Battlefield Tour

During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour of the important sites of day one of the Battle of Gettysburg. This session will include a review of General Buford’s actions, a discussion of the history of the battlefield sites, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to General John Buford and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield OPEN MINDS' Senior Associate, Ken Carr will wrap up the session with a classroom discussion of the leadership lessons learned from General Buford an the application of those lessons to the health care market today.

General John Buford played a critical role in the first day of the battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. General Buford believed that a leader’s duty is to ensure their team is “positioned and prepared” for the challenges ahead – a good lesson for any leader, whether in the midst of a battle or in the midst of health care reform.

Before the start of the Battle of Gettysburg, General Buford’s troops were some of the first Union forces to enter the town of Gettysburg. Recognizing that he was facing a large concentration of Confederate troops, General Buford had positioned his forces to maintain the high ground of Cemetery Hill, South of Gettysburg, where they were able to hold off the Confederates until reinforcements could arrive. By maintaining the tactically superior position in Gettysburg for the Union, General Buford set in motion the eventual victory over the South at Gettysburg. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership.

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 providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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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Robert Prosperi

Licensed Battlefield Guide, Gettysburg

Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.

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2:00 pm - 2:45 pm

The Outer Proof Of Virtue: Wendy Allen, Sarah Fisher Ames, & President Lincoln Talk About The "Gettysburg Portrait"

Classroom Workshop

This dramatic presentation is a time-bending, imagined interaction between the contemporary Lincoln artist, Wendy Allen, a nineteenth-century sculptor, Sarah Fisher Ames, and the sixteenth president of the United States, Abraham Lincoln. Based on research by Harold Holzer, the talk centers around a little known, undervalued action taken by Sarah Fisher Ames that created an American masterpiece, the Alexander Gardner photograph of Lincoln often called the “Gettysburg Portrait.” It is called the “Gettysburg Portrait” because it was taken eleven days before Lincoln departed Washington, D.C. to deliver “a few appropriate remarks” in Gettysburg, Pennsylvania.

Mrs. Ames was a friend of President Lincoln and had requested an opportunity to create his sculpture. Because his schedule was too hectic for a pronounced sitting, the President did take time for a sitting at Gardner’s studio to provide Mrs. Ames with photographs for reference. Mrs. Ames joined the President at the studio and no-doubt “art” directed the photo shoot to insure correct images for her sculpture. In doing so, one of America’s most iconic photographs, the classic full-face portrait of self-assured Abraham Lincoln was created. To further reinforce the theory that the photograph was purely reference, the image did not appear until 1903 when M.T. Rice acquired Gardner’s archive of negatives. The image was immediately cropped and widely circulated.

Wendy Allen

Artist, Lincoln Into Art

Wendy Allen was born in Pittsburgh in 1955. For thirty years, she pursued a career in educational publishing, lastly as Creative Director for a major children’s publisher. In 2007 she left to pursue painting full-time.
Art became Allen’s passion when, in 1983, she painted her first portrait of Abraham Lincoln. He soon became the focus of her artwork. In 2009, the year of the Lincoln Bicentennial, CNN aired an interview about Allen’s unique career. Her work has also been featured at the Historical Society of Washington, D.C., alongside Lincoln portraits by Salvador Dali, Robert Rauschenberg, and Norman Rockwell. Most recently, her work was exhibited at the Pensacola Museum of Art in Pensacola, Florida.
Allen serves on Board of Directors for The Lincoln Fellowship of Pennsylvania, The Lincoln Forum, and Main Street Gettysburg.
She currently divides her time between her home in New Milford, Connecticut, and her studio/gallery, Lincoln Into Art, in Gettysburg, Pennsylvania.

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Nancie W. Gudmestad

Director, SHRIVER HOUSE MUSEUM

Prior to moving to Gettysburg in 1984, Nancie was the Branch Sales Manager for the Word Processing Division of Royal Business Machines in Philadelphia, PA.

Nancie and her husband, Del, moved to Gettysburg to open the first Bed & Breakfast in town, The Old Appleford Inn. In 1989, after selling the Inn, they built Mulligan MacDuffer Adventure Golf, a 36 hole miniature golf course, which is currently celebrating its 28th year of operation.

In 1996, Nancie and Del purchased a house in the historic district of Gettysburg where they planned to tell the civilian side of the Battle of Gettysburg. The house had been abandoned for almost 30 years but they painstakingly restored to its 1860s appearance. Tours offer special insight into the lives of the people of this historic town and how the Civil War, and in particular the Battle of Gettysburg, affected them. The story is told through the eyes of the family who owned the house during the battle, George and Hettie Shriver and their two children, Sadie (7) and Mollie (5).

The Shriver House Museum has earned numerous awards including the Pennsylvania Historical and Museum Commission's Historic Preservation Award. The Museum has been used as a filming site for PBS, A&E, HGTV, BBC, CNN, the History Channel, the Discovery Channel, and more.

Nancie is also the author of a book on the Shriver family, “The Shrivers' Story: Eyewitnesses to the Battle of Gettysburg,” now in its fifth printing.

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3:00 pm - 5:00 pm

You Were Right & I Was Wrong: How Abraham Lincoln Owned His Mistakes, & Accepted Responsibility, As An Ideal Leader

Classroom Workshop

Abraham Lincoln took office in 1861, he faced a set of challenges that no American president before or since have encountered. His leadership during the greatest period of tumult in our nation’s history has lead many to proclaim him as the “ideal leader.” In this session, Harold Holzer, one of the country's leading authorities on Abraham Lincoln and the political culture of the Civil War era, will discuss President Abraham Lincoln as a leader, explore his leadership and decisionmaking styles, and review what the leaders of today can learn from one of history’s most prominent figures.

Harold Holzer

Director, The Roosevelt House Public Policy Institute

Lincoln historian Harold Holzer is the Jonathan F. Fanton Director of The Roosevelt House Public Policy Institute at Hunter College in New York, a post he assumed in 2015 after 23 years as senior vice president of The Metropolitan Museum of Art. He also served in 2017 as Distinguished Visiting Scholar at the Straus Center at Yeshiva University.

For six years (2010-16), Holzer served as chairman of the Abraham Lincoln Bicentennial Foundation, and the previous 10 as co-chair of the U. S. Lincoln Bicentennial Commission, appointed by President Clinton. In 2008, Holzer was awarded the National Humanities Medal by President George W. Bush. Holzer is the author, co-author, or editor of 52 books on Lincoln and the Civil War. His Lincoln and the Power of the Press: The War for Public Opinion won the 2015 Gilder Lehrman Lincoln Prize, the Mark Lynton History Prize from the Columbia University School of Journalism, and the Goldsmith Prize from the Shorenstein Center on Media, Politics and Public Policy at Harvard University’s Kennedy School. Holzer’s 2012 book, Lincoln: How Abraham Lincoln Ended Slavery in America was the official young-adult companion book for the Steven Spielberg film Lincoln, for which Holzer served as script consultant. He also served for three years as Roger Hertog Fellow at the New-York Historical Society.

Holzer (www.haroldholzer.com) has written some 550 articles in both scholarly journals and popular magazines, published 15 monographs, and contributed chapters or prefaces to more than 50 additional volumes. Among his many other awards are a second-place Lincoln Prize in 2005 for Lincoln at Cooper Union, and book prizes from the Freedom Foundation, the Manuscript Society of America, the Civil War Round Table of New York, and the Illinois State Historical Society, along with lifetime achievement awards from the Lincoln Groups of New York, Washington, Peekskill, Kansas City, and Detroit; as well as honorary degrees from nine colleges and universities. Holzer is a member of many history boards and advisory committees and for 20 years has served as vice chairman of The Lincoln Forum. He is now a Trustee of The Metropolitan Museum.

Holzer lectures throughout the nation. One of his programs, “Lincoln Seen and Heard,” with actor Sam Waterston, was staged and telecast from the White House, the George H. W. Bush Presidential Library, the Clinton Presidential Library, the Library of Congress, and Ford’s Theatre. Holzer appears frequently on C-SPAN and the History Channel, has served as an on-air commentator on CBS, PBS, NBC, MSNBC, CNN, Fox, and the BBC, and has created and performed Lincoln programs on stage with such actors as F. Murray Abraham, Alex Baldwin, Annette Benning, Kathleen Chalfant, Richard Dreyfuss, Holly Hunter, Stephen Lang, Norm Lewis, Liam Neeson, Chris Noth, Anna Deavere Smith, Fritz Weaver, and Dianne Wiest.

Before joining the Met in 1992, Holzer spent his early career as a journalist, a campaign and Congressional press secretary for Rep. Bella Abzug, an aide to New York Governor Mario Cuomo, and as spokesman for New York’s PBS station, WNET. He and his wife Edith live in Rye, New York, and have two grown daughters and a grandson.
Biography in Brief/ January 2016

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7:00 pm - 9:30 pm

Night At The Museum & Networking Reception

Networking

Don’t miss one of the most anticipated events at this year’s retreat – a night out at the museum! This is an evening attendees won’t soon forget, complete with exclusive access to the entire museum for Leadership Retreat attendees.

Exclusive After-Hours Access To Museum Exhibit Galleries & Bookstore

The Gettysburg Museum and Visitor’s Center is home to thousands of Civil War artifacts and relics from the Battle of Gettysburg. Institute attendees will have private, after-hours access to all areas of the museum, including the book store/gift shop. National Park Service employees and our licensed battlefield guide, Robert Prosperi, will be on hand throughout the evening to answer all of your questions.

7:30 pm – 8:00 pm: Private Showing Of The Film “A New Birth Of Freedom”

Just a few months after the battle of Gettysburg, President Abraham Lincoln called for a “new birth of freedom” during his now-famous Gettysburg Address. This film, sponsored by the History Channel and narrated by award winning actor Morgan Freeman, places the Battle of Gettysburg in the larger context of American history and gives an in-depth overview of how the events of the Battle shaped a nation.

8:00pm – 8:30 pm: Exhibition Of The Famous Gettysburg Cyclorama

Paul Philippoteaux’s 1883 cyclorama painting of the Battle of Gettysburg is among the last surviving cycloramas in the United States. This breathtaking painting literally surrounds you and stands longer than a football field and as tall as a four-story structure. Newly-restored, the painting provides a unique 360° view of all the details of the final day of the Battle of Gettysburg and gives viewers a true sense of what occurred during the battle.


7:30 am - 8:30 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking

Studies have shown that people who skip breakfast are more likely to have problems focusing on the day at hand. Avoid the struggle, and join us for breakfast! Grab something to eat and take the time to talk with your fellow attendees as you prepare for another exciting day exploring Gettysburg.


8:30 am - 9:30 am

The Future Of Long-Term Services & Supports: A New Business Model For A Medicaid Managed Care Market

Plenary Address

Nancy Thaler

Deputy Secretary for the Office of Developmental Programs, Pennsylvania Department of Human Services

Prior to her appointment as the Deputy Secretary in 2015, Ms. Thaler served as the Executive Director of the National Association of State Directors of Developmental Disabilities Services (NASDDDS) keeping leaders in the 50 states and the District of Columbia informed about federal policy and service innovation, representing states’ issues to federal agencies, and providing information and technical assistance to state administrators.

Ms. Thaler began her career in 1971 working in Pennsylvania provider agencies developing community services for children and adults with developmental disabilities. Joining Pennsylvania government in 1987, she was appointed the state’s Deputy Secretary for Developmental Disability Services from 1993 to 2003. From 2003-2005, Ms. Thaler served as the Director of Quality Improvement for the U.S. Department of Health and Human Services’ Center for Medicare & Medicaid Services (CMS) and was responsible for developing federal oversight of state-operated Medicaid Home and Community-Based Services Waiver programs.

Ms. Thaler has a Bachelor of Arts and an honorary Doctor of Humane Letters, Honoria Causa from College Misericordia and a Master of Human Organization Science/Public Administration from Villanova University.  Ms. Thaler has been awarded two prestigious awards in 2015.  The Administrative Citation Award given by the Centers for Medicare and Medicaid Services (CMS) and the Katie Becket Award given by National Association of States United for Aging and Disabilities (NASUAD).  Last year, former First Lady Rosalyn Carter received the Katie Beckett Award.

Ms. Thaler and her husband are the parents of an adult son with developmental disabilities.

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9:45 am - 12:45 pm

Strategic Decisionmaking In Times Of Change - Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line

Battlefield Tour

During this session, we will take a bus to the Gettysburg National Military Park, where Terry Fox, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Colonel Chamberlain and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Tonya Harmon will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.

Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles.

Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill – meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing over one hundred soldiers and maintaining the Union defense of the high ground of the battlefield.

Terry G Fox

Licensed Battlefield Guide, Gettysburg

Terry Fox is a sixth-generation resident of Gettysburg, Pennsylvania, and a battlefield guide emeritus with Gettysburg National Military Park. He taught American History in the public schools for 33 years, serving as department head and as a member of the Carnegie Foundation for teaching American History. Since his retirement he has taught as an adjunct professor at Gettysburg College and at the Johns Hopkins University School of Education. He has presented leadership seminars for U.S. Air Force chief master sergeants as well as employees of the U.S. Secret Service, Drug Enforcement Administration, and Immigration and Customs Enforcement, in addition to teaching in Johns Hopkins’ Police Executive Leadership program. He earned his undergraduate and graduate degrees from Shippensburg College.

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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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9:45 am - 11:00 am

Thought Leader Forum With Nancy Thaler, Deputy Secretary of Developmental Programs, Commonwealth of Pennsylvania Department of Human Services

Classroom Workshop

Join us for a follow-up session with our keynote speaker, Nancy Thaler, Deputy Secretary of Developmental Programs, Commonwealth of Pennsylvania Department of Human Services.  During this time, you’ll be able to ask questions and engage in discussion with Ms. Thaler and your fellow attendees about how the transition to managed long-term services and supports is affecting your market.

Nancy Thaler

Deputy Secretary for the Office of Developmental Programs, Pennsylvania Department of Human Services

Prior to her appointment as the Deputy Secretary in 2015, Ms. Thaler served as the Executive Director of the National Association of State Directors of Developmental Disabilities Services (NASDDDS) keeping leaders in the 50 states and the District of Columbia informed about federal policy and service innovation, representing states’ issues to federal agencies, and providing information and technical assistance to state administrators.

Ms. Thaler began her career in 1971 working in Pennsylvania provider agencies developing community services for children and adults with developmental disabilities. Joining Pennsylvania government in 1987, she was appointed the state’s Deputy Secretary for Developmental Disability Services from 1993 to 2003. From 2003-2005, Ms. Thaler served as the Director of Quality Improvement for the U.S. Department of Health and Human Services’ Center for Medicare & Medicaid Services (CMS) and was responsible for developing federal oversight of state-operated Medicaid Home and Community-Based Services Waiver programs.

Ms. Thaler has a Bachelor of Arts and an honorary Doctor of Humane Letters, Honoria Causa from College Misericordia and a Master of Human Organization Science/Public Administration from Villanova University.  Ms. Thaler has been awarded two prestigious awards in 2015.  The Administrative Citation Award given by the Centers for Medicare and Medicaid Services (CMS) and the Katie Becket Award given by National Association of States United for Aging and Disabilities (NASUAD).  Last year, former First Lady Rosalyn Carter received the Katie Beckett Award.

Ms. Thaler and her husband are the parents of an adult son with developmental disabilities.

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Meta-Leadership In Action: Partnerships With Managed Care

Classroom Workshop

In a market increasingly driven by value-based care, behavioral health organizations across the country are developing new initiatives to improve services, optimize revenue, and reduce risk in this new environment – integrating primary and behavioral health care, developing new service delivery models, exploring innovative approaches to addressing social determinants of health. But most of these initiatives require new partnerships and collaborations to be successful. In this important session, we’ll cover the challenges and opportunities that come with building health plan partnerships, the competencies your organization needs to build new relationships with payers, and the meta-leadership skills required to transform the health care delivery system.

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 providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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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11:15 am - 12:30 pm

Executive Compensation: How To Negotiate & Manage The Compensation Process

Classroom Workshop

As many executives can tell you, merit alone cannot always guarantee a strong compensation package – in many circumstances it comes down to the power of negotiation. But what are the considerations? How has the compensation landscape changed? And how can you assure that you find the best possible package for both you and the organization you are serving? In this unique session designed exclusively for Chief Executives, Robert Dunbar will lead a discussion on everything executives need to consider when negotiating a compensation package.

A. Robert Dunbar, MPA, M.Ed.

Senior Associate, OPEN MINDS

A. Robert Dunbar has more than 40 years of senior level management and administrative experience spanning the health and human service field. He currently serves as Co-Chair of the Mental Health Corporation of America’s Health Care Reform/Care Coordination Committee. His impressive career serving in the behavioral health field has involved forming and improving new service delivery models; non-profit managed care administration; transition management and integration of services; financial model adherence and performance; and organizational relations with external stakeholders including affiliated corporations, payers, and regulating bodies.

Prior to joining OPEN MINDS Mr. Dunbar served as the Executive Director for Adult & Child Mental Health Center, Inc., a non-profit state certified JC accredited behavioral healthcare organization. In that role, Mr. Dunbar facilitated the work of the Board of Directors, board committees, and staff resulting in effective planning, cost efficient services, performance improvement, and meeting financial goals.

Mr. Dunbar has also served as an Administrator for Gallahue Mental Health Center of Community Hospitals Indianapolis. Mr. Dunbar also served as the Executive Director at the Jane Addams Community Mental Health Center. Mr. Dunbar was responsible for directing services, staffing, and financial performance in both decade long positions. While at Jane Addams, Mr. Dunbar led the development of governance and operating policies and procedures, as well as, the implementation of a continuum of clinical services in its transition from a county service to non-profit 501(c)(3) status.

Mr. Dunbar earned a Master’s degree in Public Administration and a Master’s of Science in Education degree in Counseling from Northern Illinois University in DeKalb, Illinois. He earned a Bachelor of Arts degree in Social Services from Western Illinois University, in Macomb, Illinois.

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Is Your Culture Performance-Driven? How To Build An Organization Focused On Performance Management

Classroom Workshop

Performance-driven organizational cultures have always been the key to success for organizations outside of health care, and as the health and human service field continues its slow but irreversible move to more value-based purchasing, performance-driven culture will also prove indispensable to provider organizations as well. In this interactive discussion session, OPEN MINDS Advisory Board Member John F. Talbot will discuss the key elements of a performance-driven culture and the framework for assessing whether your organization has the performance-driven culture you need for performance excellence.

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes. In his role with Colorado Care Management, Dr. Talbot also led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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12:45 pm - 2:00 pm

Lunch On Your Own

Networking

Lunch On Your Own. Explore a wide selection of restaurants in downtown Gettysburg – all within walking distance.


2:00 pm - 5:00 pm

Strategic Decisionmaking In Times Of Change - Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line (Repeat)

Battlefield Tour

During this session, we will take a bus to the Gettysburg National Military Park, where Terry Fox, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Colonel Chamberlain and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Tonya Harmon will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.

Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles.

Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill – meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing over one hundred soldiers and maintaining the Union defense of the high ground of the battlefield.

Terry G Fox

Licensed Battlefield Guide, Gettysburg

Terry Fox is a sixth-generation resident of Gettysburg, Pennsylvania, and a battlefield guide emeritus with Gettysburg National Military Park. He taught American History in the public schools for 33 years, serving as department head and as a member of the Carnegie Foundation for teaching American History. Since his retirement he has taught as an adjunct professor at Gettysburg College and at the Johns Hopkins University School of Education. He has presented leadership seminars for U.S. Air Force chief master sergeants as well as employees of the U.S. Secret Service, Drug Enforcement Administration, and Immigration and Customs Enforcement, in addition to teaching in Johns Hopkins’ Police Executive Leadership program. He earned his undergraduate and graduate degrees from Shippensburg College.

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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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2:00 pm - 3:15 pm

Are You Ready For Risk-Based Reimbursement? How To Assess Readiness & Negotiate Contracts

Classroom Workshop

The move to value-based care is inevitable. While we can expect to see a lot of changes in the health and human service market in the coming years, there are some trends that have staying power - and value-based reimbursement is one of them. In this session, we’ll discuss the advantages and challenges of value-based contracting; the emerging value-based contracting models, including case rates, capitation, and performance incentives; and the key competencies provider organizations need to be successful in a value-based market.

John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes. In his role with Colorado Care Management, Dr. Talbot also led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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Creating An Ethical Environment: Best Practices In Building A Culture Of Ethics

Classroom Workshop

Ethical leadership is a commitment to doing what is right. In the world of non-profit health and human services, this can present many challenges. How do leaders balance the pressure for near-term results with the long-term public good? What is the role of leaders in policy and political issues? How do you weigh your bottom line against your responsibilities as a moral leader? In this session, we’ll test your ability to identify and respond to the tough ethical challenges facing leaders in a new era of value-based care.

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 providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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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3:30 pm - 5:00 pm

Breathing Through Stress & Using the Principles of Yoga To Manage People

Classroom Workshop

Over the past five years, the world of health and human services has been changing at a rapid pace. As executives, the responsibility of leading your organization successfully through this time of disruption falls squarely on your shoulders. In this challenging environment, executives are particularly susceptible to stress, fatigue, and burnout. In this interactive session, we’ll review how you can utilize the principals of yoga to de-stress and lead your team with focus and clarity.

Sharon Hicks, MBA, MSW

Senior Associate, OPEN MINDS

Sharon Hicks, MBA, MSW, has more than 20 years of experience in the health and human service field. She has extensive expertise and a wide range of experience in health plan management, clinical operations management, and technology. A recognized thought leader among her peers, Ms. Hicks is a regular keynote speaker at industry conferences and association meetings, as well as an author of hundreds of articles and resources for professionals in both clinical and executive roles.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system. She served as the Chief Operating Officer for Community Care Behavioral Health, UPMC’s managed behavioral health organization responsible for $800 million in annual revenue. At Community Care, Ms. Hicks was responsible for all aspects of the organization’s operations, including fiscal, information systems, the claims processing department, and the design of clinical systems. She also managed the day-to-day operations of human resources, facilities, purchasing, and security.

Ms. Hicks also served in a variety of tech leadership roles for UPMC. In 2002, she was appointed as the Vice President of Technology Strategy for the UPMC Insurance Services Division before becoming the Chief Executive Officer of Askesis Development Group, a leading provider of electronic health record software for behavioral health and social service organizations. In this role, Ms. Hicks was responsible for the growth and profitability of the company and the direction of software development. In addition, Ms. Hicks was the President of U Squared Interactive, a UPMC-owned organization with the exclusive United States rights to Beating The Blues – the renowned computerized cognitive behavioral therapy solution for treating anxiety and depression.

Ms. Hicks started her impressive career as a psychiatric social worker and an Assistant Director of Social Work. Prior to her promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh in Pittsburgh, Pennsylvania. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology from Point Park College, Pittsburgh, PA.

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Diversifying Your Revenue Streams: How To Successfully Launch A New Service Line

Classroom Workshop

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market. In this exciting session, we will review everything you need to know about developing a new service line and hear from an executive who has been there. We will review how to analyze current service lines and determine strategic options for diversification, a structured approach for selecting new services for your organization and ensuring they are financially sustainable, and a target costing model for launching new services.

Richard Louis, III

Advisory Board Member, OPEN MINDS

Richard Louis, III brings extensive experience in both public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. He has a long history of successful development and launch of groundbreaking new program initiatives resulting in new business and revenue growth. Mr. Louis is currently the Senior Vice President of Business Development and Managed Care Operations at ANKA Behavioral Health, Inc. and recently served as Vice President of Health Integration and Behavioral Health Services for Healthcare Innovators, LLC (HI).

Prior to his position with HI, Mr. Louis was the Executive Director of Strategic Development and Planning at Pathways – Molina Healthcare, a national for-profit behavioral healthcare company based in Fredricksburg, Virginia, and operating in 23 states. In this role, Mr. Louis to improve the behavioral healthcare program through the development of an integrated behavioral health treatment strategy that included in-community care management and coordinated care services to reduce hospital re admissions for severely mentally ill clients in county mental health systems, health plans, MCOs and medical groups.

Mr. Louis also served in various positions for College Health Enterprises (CHE) most notably serving as Vice President of Government Operations and later as Regional Director for CHE Senior Psychological Services. CHE is a for-profit behavioral healthcare organization that provides behavioral health treatment services in long-term care settings. While serving as Vice President of Government Operations, he created the first public sector division for CHE by establishing new service lines, contracts and new profit/revenue streams for this for-profit organization. Over a 10 year period, his responsibilities included the development of new and innovative programs/contracts, and direct management oversight of specialty behavioral health programs for a variety of public sector payers and venues. Mr. Louis then moved into his Regional Director role, where he developed and managed the first field-based behavioral health coordinated care program under contract with a national health plan serving members throughout Southern California; as well as the development and implementation telehealth therapy services for long-term care facilities in rural parts of targeted states.

In addition, Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and Intercommunity Child Guidance Center of Whittier. He is in his 29th year as a reserve police officer (volunteer) with the City of Monterey Park Police Department in East Los Angeles, currently holding the rank of Captain; and former Police Commissioner – City of Claremont Police Department, in Los Angeles County.

Mr. Louis graduated with a Bachelor of Arts in psychology from Whittier College and is a Police Academy Graduate from Rio Hondo College in Whittier, California.

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5:00 pm - 6:00 pm

Reception At The Hotel

Networking

Join us for this special executive networking reception in the historic Gettysburg Hotel. Take this time to debrief, share your experiences, and make plans to further develop your professional network with our faculty and your fellow attendees.


7:30 am - 8:30 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking

Take a few minutes before the last day of the institute to engage with new friends and colleagues while grabbing a light breakfast and cup of coffee. Then, stop by the registration table to reserve your seat for OPEN MINDS' exciting 2017 executive education events.


8:30 am - 9:30 am

Leading Your Strategy Development & Your Team In Uncertain Times

Plenary Address

What will the next four years look like for health and human service provider organizations? That’s the question on everyone’s mind, but months after our most recent presidential election, we still know surprisingly little about what the future holds for health care policy. With the many unknowns in the current health and human service environment, there are many boards and executive teams that are using this uncertainty as a reason to do nothing. But management best practices for rapid market change do exist – and managers would be prudent to get moving with those preparations. In this essential session, OPEN MINDS CEO Monica E. Oss will discuss the challenges of operating in a turbulent market, offer her assessment of the future of the health care market, and provide a framework for navigating the changes ahead.

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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9:45 am - 12:45 pm

Leading In Times Of Uncertainty - Generals Lee & Longstreet At Pickett’s Charge: The High-Water Mark Of The Confederacy

Battlefield Tour

During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour across the field where Pickett’s Charge took place. This session will include a review of Generals Lee and Longstreet’s relationship and decisionmaking styles and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Generals Lee and Longstreet and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Robert Cartia will wrap up the session with a classroom discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.

Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. We will retrace the steps of General Robert E. Lee and General James Longstreet as they made the decisions that would ultimately determine not only the outcome of the Battle of Gettysburg, but possibly the ultimate outcome of the Civil War.

On the final day of the Battle of Gettysburg, the commander of the entire Confederate army, General Robert E. Lee found himself at odds with his trusted commander, General James Longstreet. General Lee lacked solid intelligence on the Union’s strength, size, and positional advantage; which led him to make the fateful decision to launch an infantry assault on the center of the Union line at Cemetery Ridge – despite the protests of General Longstreet. The assault required the Confederate troops to march nearly a mile over an open field and to climb over several fences under open fire from the Union line. This disastrous end to the battle resulted in a fifty percent casualty rate among the Confederate troops, and is seen as not only the decisive end to the Battle of Gettysburg, but also the turning point in the Civil War.

Robert Prosperi

Licensed Battlefield Guide, Gettysburg

Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.

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John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes. In his role with Colorado Care Management, Dr. Talbot also led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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9:45 am - 11:00 am

Thoughtleader Discussion Session With Monica E. Oss, Chief Executive Officer, OPEN MINDS

Classroom Workshop

Join us for a follow-up session with our keynote speaker, Monica E. Oss, Chief Executive Officer, OPEN MINDS. You will have time to ask all of your questions and discuss how the lessons from morning’s keynote presentation applies to your own organization.

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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Meta-Leadership In Action: Making Provider Organization Collaborations Work

Classroom Workshop

Success is rarely achieved alone. Leaders know that they need others. Sometimes you require their active support; other times it is simply their enthusiasm that benefits you. Meta-leadership is about creating a unity of effort among one’s peers, stakeholders, community members, and others in the value chain. This could mean planning for and managing a continuum of services within a consortium (e.g. accountable care organization) or integrating health and human services organization business operations. In this session, we’ll look at the meta-leadership skills required to build new collaborations in an integrated value-based market; discuss the challenges of building productive partnerships; and hear examples of executives who’ve put their meta-leadership skills to work in building partnerships who other provider organizations.

A. Robert Dunbar, MPA, M.Ed.

Senior Associate, OPEN MINDS

A. Robert Dunbar has more than 40 years of senior level management and administrative experience spanning the health and human service field. He currently serves as Co-Chair of the Mental Health Corporation of America’s Health Care Reform/Care Coordination Committee. His impressive career serving in the behavioral health field has involved forming and improving new service delivery models; non-profit managed care administration; transition management and integration of services; financial model adherence and performance; and organizational relations with external stakeholders including affiliated corporations, payers, and regulating bodies.

Prior to joining OPEN MINDS Mr. Dunbar served as the Executive Director for Adult & Child Mental Health Center, Inc., a non-profit state certified JC accredited behavioral healthcare organization. In that role, Mr. Dunbar facilitated the work of the Board of Directors, board committees, and staff resulting in effective planning, cost efficient services, performance improvement, and meeting financial goals.

Mr. Dunbar has also served as an Administrator for Gallahue Mental Health Center of Community Hospitals Indianapolis. Mr. Dunbar also served as the Executive Director at the Jane Addams Community Mental Health Center. Mr. Dunbar was responsible for directing services, staffing, and financial performance in both decade long positions. While at Jane Addams, Mr. Dunbar led the development of governance and operating policies and procedures, as well as, the implementation of a continuum of clinical services in its transition from a county service to non-profit 501(c)(3) status.

Mr. Dunbar earned a Master’s degree in Public Administration and a Master’s of Science in Education degree in Counseling from Northern Illinois University in DeKalb, Illinois. He earned a Bachelor of Arts degree in Social Services from Western Illinois University, in Macomb, Illinois.

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11:15 am - 12:30 pm

The Clinical Perspective On Managing Capitated Contracts

Classroom Workshop

The business model for health and human service organizations is changing. Traditionally, payers reimburse for the cost of the services delivered – or for the volume of services delivered. But the new models are linking health plan and provider organization reimbursement to value – incorporating cost, consumer health outcomes, and consumer experience into the payment equation. And while this shift poses many obstacles in financing and operations for provider organizations, it also creates new challenges for clinical treatment models. In this discussion session, we’ll review how capitated contracting impacts clinical care, the ethical issues that accompany a move to capitation, and how clinicians can balance the needs of their consumers with the needs of their organization’s financing arrangements.

Sharon Hicks, MBA, MSW

Senior Associate, OPEN MINDS

Sharon Hicks, MBA, MSW, has more than 20 years of experience in the health and human service field. She has extensive expertise and a wide range of experience in health plan management, clinical operations management, and technology. A recognized thought leader among her peers, Ms. Hicks is a regular keynote speaker at industry conferences and association meetings, as well as an author of hundreds of articles and resources for professionals in both clinical and executive roles.

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system. She served as the Chief Operating Officer for Community Care Behavioral Health, UPMC’s managed behavioral health organization responsible for $800 million in annual revenue. At Community Care, Ms. Hicks was responsible for all aspects of the organization’s operations, including fiscal, information systems, the claims processing department, and the design of clinical systems. She also managed the day-to-day operations of human resources, facilities, purchasing, and security.

Ms. Hicks also served in a variety of tech leadership roles for UPMC. In 2002, she was appointed as the Vice President of Technology Strategy for the UPMC Insurance Services Division before becoming the Chief Executive Officer of Askesis Development Group, a leading provider of electronic health record software for behavioral health and social service organizations. In this role, Ms. Hicks was responsible for the growth and profitability of the company and the direction of software development. In addition, Ms. Hicks was the President of U Squared Interactive, a UPMC-owned organization with the exclusive United States rights to Beating The Blues – the renowned computerized cognitive behavioral therapy solution for treating anxiety and depression.

Ms. Hicks started her impressive career as a psychiatric social worker and an Assistant Director of Social Work. Prior to her promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburgh in Pittsburgh, Pennsylvania. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology from Point Park College, Pittsburgh, PA.

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Planning & Budgeting For Technology: How Much Is Enough?

Classroom Workshop

Lots of investment in health and human services is going into technology. There are the “must have” technologies for billing and electronic health records (EHR) required by payers for reimbursement for many kinds of systems, and there are technologies that are increasingly “required” by consumers – like telehealth and web-based communication. Beyond that, how much should health and human service organizations invest? In this session, we’ll cover the big challenge facing executives as they lead their organization on the path to a tech-driven future, including how to develop a technology strategy, set a budget, and how to apply best practices to tech selection.

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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12:45 pm - 2:00 pm

Lunch On Your Own

Networking

Lunch On Your Own. Explore a wide selection of restaurants in downtown Gettysburg – all within walking distance.


2:00 pm - 3:15 pm

Managing Personal Technology & Building Your Online Presence

Classroom Workshop

In a changing market, the effectiveness of a provider organization’s website and “online presence” (ranking, reputation, social media buzz, etc.) is more important than ever. But what many executives don’t consider is the impact that their own personal online presence can have. How you are perceived online can make a big difference in your future career and how your organization is perceived by customers and in the community. In this important discussion session we’ll cover the basics of using social media professionally and discuss the key components of developing a personal brand online to move yourself and your organization forward.

Timothy Snyder, Jr.

Executive Vice President, Marketing, OPEN MINDS

Tim Snyder, Vice President of Marketing and Senior Associate, has been a member of the OPEN MINDS team since 2008. With an extensive background in promotional marketing, business development, strategic planning, and website development, he brings a wide variety of expertise to the OPEN MINDS team. In addition to developing and overseeing all marketing, public relations, and sales strategies for OPEN MINDS’ award-winning information services department, Mr. Snyder serves as a senior associate for the consulting practice—leading both strategic marketing and website development projects.

Previously, Mr. Snyder served as OPEN MINDS’ Marketing & Sales Manager. He has also lead initiatives in business development and product development. Prior to joining OPEN MINDS, Mr. Snyder worked as an independent marketing consultant for multiple organizations—specializing in online marketing strategy, campaign design and execution, event promotion, and social media integration. He has also worked as a webmaster and graphic designer for various organizations in the health and human service field—specializing in social media marketing and search engine optimization.

Mr. Snyder is a 2008 graduate of the AACSB Internationally accredited John L. Grove College of Business at Shippensburg University of Pennsylvania, where he earned a Bachelor’s Degree in Business Marketing and Management Leadership.

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Preparing Specialty Provider Organizations For Value-Based Reimbursement: An Overview Of Competencies Required For Success

Classroom Workshop

We're seeing more value-based reimbursement among specialty provider organizations. The last OPEN MINDS national survey found that 15% of behavioral health and social service organizations are in some type of value-based payment arrangement. This shift to value-based reimbursement is changing the fundamental business models for financial sustainability. The challenge for most executives is answering the question - is my organization ready? In this important session, OPEN MINDS Senior Associate Ken Carr will review the competencies and infrastructure that provider organizations need in this changing reimbursement world, followed by a case study discussion about one organization's experience in moving from plan to action, and the leadership skills required for making this organizational transformation. The discussion will include:

  • An update on value-based reimbursement for specialty provider organizations
  • An overview of the infrastructure and competencies required to succeed in value-based reimbursement
  • Case study of an innovative specialty program with value-based reimbursement models

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 providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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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Pamela Mattel

Chief Operating Officer, Acacia Network

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Nina Marshall, MSW

Senior Director, Policy and Practice Improvement, National Council for Behavioral Health

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2:00 pm - 5:00 pm

Leading In Times Of Uncertainty - Generals Lee & Longstreet At Pickett’s Charge: The High-Water Mark Of The Confederacy

Battlefield Tour

During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour across the field where Pickett’s Charge took place. This session will include a review of Generals Lee and Longstreet’s relationship and decisionmaking styles and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Generals Lee and Longstreet and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Robert Cartia will wrap up the session with a classroom discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.

Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. We will retrace the steps of General Robert E. Lee and General James Longstreet as they made the decisions that would ultimately determine not only the outcome of the Battle of Gettysburg, but possibly the ultimate outcome of the Civil War.

On the final day of the Battle of Gettysburg, the commander of the entire Confederate army, General Robert E. Lee found himself at odds with his trusted commander, General James Longstreet. General Lee lacked solid intelligence on the Union’s strength, size, and positional advantage; which led him to make the fateful decision to launch an infantry assault on the center of the Union line at Cemetery Ridge – despite the protests of General Longstreet. The assault required the Confederate troops to march nearly a mile over an open field and to climb over several fences under open fire from the Union line. This disastrous end to the battle resulted in a fifty percent casualty rate among the Confederate troops, and is seen as not only the decisive end to the Battle of Gettysburg, but also the turning point in the Civil War.

Robert Prosperi

Licensed Battlefield Guide, Gettysburg

Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.

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John F. Talbot, Ph.D.

Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes. In his role with Colorado Care Management, Dr. Talbot also led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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3:30 pm - 5:00 pm

Allocating Your Charitable Resources: Governance Issues For Non-Profits

Classroom Workshop

Non-profits do need to make profits. Successful organizations need to bring in more revenue than expenses, including organizations that are designated as non-profit. Good management practices make charitable resources and public funds go further and build the case for the value that non-profit organizations provide. The challenge for non-profit health and human service leadership today is to turn mission-driven organizations into businesses with a mission. Much like for-profit organizations, one of the key challenges for non-profit executive teams is defining strategic initiatives and coming up with the capital needed to finance the necessary collaborations and new service line developments. Executives of non-profit organizations need to borrow tools from the business world to manage these realities. Don’t miss this crucial discussion session about overcoming the challenge of aligning mission with the realities of available funding.

Paul Neitman, LMSW

Senior Associate, OPEN MINDS

Paul Neitman, LMSW has over 35 years of experience in the health and human service field, most recently as chief operating officer of Holy Cross Children’s Services in Michigan. Throughout his career at Holy Cross, where he started as a treatment specialist, Mr. Neitman served in both clinical and business leadership positions. This included executive responsibilities for two acquisitions — an inpatient substance abuse treatment organization and a counseling organization. During these acquisition activities, he served on the due diligence committee and lead the initiative to integrate the organizations into Holy Cross.

In a concurrent position contracted with Holy Cross, Mr. Neitman became acting Chief Executive Officer for Catholic Charities of Monroe County (Michigan). Part of his duties included over seeing all clinical programs (including a $2.5 million Head Start grant), payer relationships, and community relations and development.

Mr. Neitman also led a multi-year initiative to create the Samaritan Center — a one-stop human service center in Detroit. The Samaritan Center, which opened in 2001 on the site of a closed hospital, now provides a variety of services to the neighborhood — urgent care, health care, dental services, behavioral health, skilled nursing services, job training, an alternative high school, and more — through collaborations with 80 other local health and human service organizations. He continues to serve on the organization’s board of directors and has been part of a team building the center to an operation with $100 million operating budget and more than 1,000 employees within the center.

In his work with Holy Cross, Mr. Neitman was instrumental in setting up the organization’s first foundation in 2009 and enhancing its ability to raise funds to serve the community. His experience with board development and grant writing contributed to the success of the Holy Cross Foundation. Most recently, he wrote a proposal for Michigan’s first social impact bond initiative.

Throughout his career, Mr. Neitman has been involved with the design, funding, development, and operation of charter schools in both Michigan and Ohio that focused on the needs of at-risk youth. He has also lead the development of a college preparatory academy for foster care youth. In the on-going operation of these charter schools, Mr. Neitman has served in a number of governance and management roles, including board member and board chairman.

Mr. Neitman currently serves as a board member for the Samaritan Center, Inc., Holy Cross Youth & Family, and the Michigan Federation. He also served on the editorial board for Residential Treatment for Children and Youth. He has a Bachelor’s degree from Miami University of Ohio and a Masters’ of Social Work Administration from the University of Michigan.

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Development How To Retain & Grow Employees: Turning The Millennial Generation Into The Leaders Of Tomorrow

Classroom Workshop

If you are going to be an effective leader, you need to cultivate the expectations of very diverse staff. There is tremendous turnover in behavioral health in general, and it is very high in the younger generation – the millennials. Millennials want to be effective, be team members, give input, be listened to, and have a work-life balance. Leaders need to provide an environment that makes millennials want to stay with the organization and grow with it, as well as make sure that front line supervisors and team leaders understand what the expectations are. A successful leader looking to build a millennial workforce will cultivate an environment in which the personal and social needs of each employee are met while making sure responsibilities are clearly defined. Join us for this exciting discussion session focused on the keys to developing millennial leaders who want to remain and add value to your organizations.

Annie Medina, MBA, ACNP-BC

Executive Vice President, Consulting, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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