The changing health and human service landscape demands new skills from all executive team members—and the CFO is no exception. To navigate the increasing complexity of their roles, today’s CFOs must be informed, able to identify the financial impact of leadership decisions, and willing to create strategies to ensure ongoing financial sustainability.
The OPEN MINDS CFO Learning Path below was designed specifically to cater to the unique and changing demands of today’s finance leaders. Learn essential skills, gain perspective, and hear solutions to some of the most challenging issues facing organizations as the industry embraces value-based reimbursement, integrated care, and increased competition.
View featured courses and sessions below to get started!
Strategic Planning For Times of Uncertainty: The 2026 OPEN MINDS Seminar On Nimble Data-Driven Planning
In the current health and human service market, executives face uncertainty. This leads many executive teams to avoid or reluctantly initiate significant strategic initiatives requiring long-term commitments. Unfortunately, “waiting for the dust to settle” isn’t a wise management choice. Regardless of what lies ahead in the market, strategic planning is essential to ensure continued success. A successful strategic planning process will provide your organization with a roadmap for developing plans in uncertain times, implementing them, and evaluating their success. In this crucial seminar, Senior Associates will discuss OPEN MINDS’ three-phase approach to strategy development, including:
- The OPEN MINDS best practice approach to building a strategic plan
- Guide to strategy implementation planning
- An in-depth review of how to manage strategy implementation for success
Kimberly Bond, MS, LMFT
Kimberly Bond, MS, LMFT, brings over 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as a Senior Associate.
Most recently, Ms. Bond served as the Executive Vice President, Payer/Provider Market at OPEN MINDS. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements.
Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III & Clinical Manager Of Adult Services and a Program Coordinator II & Clinical Manager Of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.
Before joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc., a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs, as well as the women’s and children’s residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, training, facilities licensing, and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.
Previously, Ms. Bond served as the President & CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. Additionally, Bond ensured contract compliance for the agency’s 125 different contracts across federal and state agencies, as well as eight counties.
Ms. Bond received her Bachelor’s Degree in Psychology, with Honors, and her Master’s in Counseling Education from San Diego State University. She has formerly been licensed as a Marriage and Family Therapist in both California and Arkansas.
The Future of Long-Term Services & Supports: Centene’s Vision For Innovation, Access & Value
Demand for long-term services and supports is growing rapidly, and payers are playing an increasingly influential role in shaping how care is delivered, coordinated, and financed. In this keynote, Anna Keith, Vice President of LTSS Product and Strategy at Centene, will share insights from one of the nation’s largest Medicaid managed care organizations on the evolving LTSS landscape.
Drawing on Centene’s experience serving complex and vulnerable populations across multiple states, Keith will explore emerging strategies to improve care coordination, expand community-based services, and integrate behavioral health into LTSS models. Discover how innovation, data, and value-based approaches are helping payers and providers better meet the needs of aging adults and individuals with disabilities.
The Eisenhower Leadership Perspective: Eisenhower Farm Tour
During his wartime and presidential leadership, General Dwight D. Eisenhower (as he preferred to be known in his post-presidency) believed that trust was a critical leadership attribute, especially in turbulent times. Coming up in the military, Ike’s leadership style differed from those before him. He possessed a steady, calming way of looking at the critical issues. He dedicated himself to a cause higher than himself. Eisenhower did not abide by publicity-seeking but believed in accountability and being humble in his authority to make consequential decisions.
Ike considered himself a team player, bringing others along to address that cause. Eisenhower’s leadership approach involved the importance of the study, contingency planning, and being surrounded by diverse opinions. He believed that wisdom does not reside solely in one man’s mind. Eisenhower also incorporated stress management into his day-to-day to stay outwardly calm and exercise optimism. He believed that optimism starts from the top and works its way down. He believed in the importance of morale and making winners out of everyone. Join OPEN MINDS on this one-of-a-kind tour of the Eisenhower farm and learn more about General Eisenhower, his legacy, and his family.
The bus leaves the hotel at 9:30 am for the Eisenhower Farm Tour.
Lawrence “Larry” Korczyk
Larry Korczyk has been a Licensed Battlefield Guide at Gettysburg National Military Park for 10 years. He passed the National Park Service licensed guide exam in March of 2013. Prior to this, he worked for 30+ years in the logistics industry as a manager at two large distribution centers. However, always having a love of history, particularly on the American Civil War, he joined a Civil War Round Table in his native state of New Jersery, became an active Civil War reenactor for the 2nd Rhode Island Infantry, and dreamed, after his first visit to Gettysburg in 1990, to become a Licensed Battlefield Guide. Today, he lives in Gettysburg, has conducted hundreds of tours on the battlefield, is a regular speaker at Civil War Round Tables, and has co-authored a book titled “Top Ten at Gettysburg”.
Build, Buy, or Both? A Decision Framework for Revenue Cycle Management
Behavioral health agencies are under mounting pressure as staffing shortages, rising denial rates, and shrinking margins force leadership teams to rethink how they manage the revenue cycle. Some are investing in internal teams. Others are outsourcing entirely. And a growing number are landing somewhere in between.
This session offers a practical decision framework for evaluating your RCM model. We’ll unpack the real costs, tradeoffs, and organizational readiness factors that should drive the build-vs-buy decision and explore how a co-sourced approach is helping agencies maintain control while closing operational gaps. Attendees will leave with a clear lens for evaluating their own revenue cycle strategy.
Women In Health Care Leadership: An Interactive Discussion On Fostering Career Growth, Overcoming Barriers & Empowering Women Leaders
As organizational culture continues to change and evolve, organizations must learn to appreciate the different strengths and perspectives women bring to leadership roles. Women in leadership often face challenges differently than their male counterparts. To build strong leadership, organizations need to recognize the differences women bring and determine how they can foster female career growth and support in leadership positions. The panel, comprised of dynamic women in leadership roles, will lead a discussion on facing challenges, overcoming barriers, and empowering women executives in the workplace by sharing their leadership stories and lessons learned. After this forum, attendees should be able to:
- Identify different strengths and perspectives women bring to leadership
- Identify opportunities within your organization to encourage female career growth in leadership roles
- Strategize on how to best support leadership development for women within your organization for sustainable change
Cecilia Haag
Cecilia Haag serves as Chief Strategy & Innovation Officer at Thompson Child & Family Focus, a multi-state nonprofit organization providing foster care, prevention, and behavioral health services to children and families. In this role, she leads organizational growth, innovation, and market expansion, with responsibility for launching new programs, entering new markets, and strengthening the systems that support sustainable scale.
Cecilia’s work is focused on building practical, high-quality service models that deliver strong outcomes for families while remaining operationally disciplined and financially sound. She partners closely with executive leadership, public agencies, and community stakeholders to translate policy priorities and funding opportunities into services that work on the ground. Her current areas of focus include prevention and family stabilization, workforce-centered growth strategies, and creating organizational infrastructure that allows programs to grow without sacrificing quality or accountability.
Dorothyanna Coffey, MS
Dorothyanna Coffey brings nearly two decades of social service experience to her position as Chief Administrative Officer for Omni Family of Services (formerly Omni Visions). She is responsible for managing a variety of special projects in quality assurance, department operations, recruitment, and organizational metrics.
Dorothyanna joined the Omni Family team in 2013 as System Administrator at Omni Visions before serving as Director of System Administration and later as Interim Regional Director. She most recently served as Project Manager with OmniCare Institute managing a variety of projects across the Omni Family of Services organization.
Prior to joining Omni, Dorothyanna served in programmatic roles with Open Arms Care, Tennessee Alliance for Children and Families, Monroe Harding and The Villages in Evansville, Indiana.
Dorothyanna holds a Bachelor of Science in Sociology from the University of Southern Indiana and Master in Public Service Management from Cumberland University.
Rochelle Head-Dunham, M.D., DFAPA, FASAM
Dr. Head-Dunham’s academic and administrative leadership has fostered noteworthy advances in the fields of addiction and mental health. She has served as a subject matter expert on various national and state platforms informing best practices for the field of behavioral health. Her clinical accolades include Clinical Faculty of the Year for the 2021 academic year at LSU School of Medicine. In 2019 she was the recipient of the Nyswander/Dole Award from the American Association for the Treatment of Opioid Dependence, INC. (AATOD). Her clinical acumen coupled with her transformative leadership style has shaped an administrative career that fosters enduring changes for systems, organizations and individual levels of performance. Dr. Rochelle Head-Dunham is a New Orleans native who currently serves as the Executive Director and Medical Director for Metropolitan Human Services District (MHSD), a state local governing entity tasked with service delivery for indigent and Medicaid ensured persons living with mental illness, substance use disorders and intellectual/developmental disabilities, residing in New Orleans and neighboring parishes.
Following In Lincoln’s Footsteps: A Leadership Walking Tour
Abraham Lincoln, the 16th President of the United States, left a lasting impact on the town of Gettysburg, even though he was only here for 24 hours.
Join OPEN MINDS and Larry Korczyk, licensed battlefield tour guide, as we follow in President Lincoln’s footsteps and walk the very same path that led to the President’s delivery of the Gettysburg Address in the National Cemetery. The walking tour will start at the Gettysburg Lincoln Railroad Station behind the Gettysburg Hotel, will continue to the David Wills House, where Lincoln stayed overnight, and will proceed to the Presbyterian Church. Come away inspired by a national leader who spoke only 272 words that will be remembered for centuries to come. This experience will begin and end with a classroom session to discuss Lincoln’s leadership style and what we can learn from him in today’s tumultuous times.
*Appropriate walking shoes will be needed for this tour.
Lawrence “Larry” Korczyk
Larry Korczyk has been a Licensed Battlefield Guide at Gettysburg National Military Park for 10 years. He passed the National Park Service licensed guide exam in March of 2013. Prior to this, he worked for 30+ years in the logistics industry as a manager at two large distribution centers. However, always having a love of history, particularly on the American Civil War, he joined a Civil War Round Table in his native state of New Jersery, became an active Civil War reenactor for the 2nd Rhode Island Infantry, and dreamed, after his first visit to Gettysburg in 1990, to become a Licensed Battlefield Guide. Today, he lives in Gettysburg, has conducted hundreds of tours on the battlefield, is a regular speaker at Civil War Round Tables, and has co-authored a book titled “Top Ten at Gettysburg”.
Whole-Person Care In Action: Mercy Care’s Blueprint For The Future of Integrated Care
As health care leaders work to address increasingly complex patient needs, the shift towards whole-person care is redefining how physical health, behavioral health, and social needs are addressed across the care continuum. In this keynote, Tad Gary, Chief Executive Officer of Mercy Care, will share how his organization is advancing a comprehensive model with a whole-person approach to better serve vulnerable and specialty populations, including the child welfare population, SMI population, and more.
Drawing on Mercy Care’s experience serving Medicaid members and individuals with complex health and social needs, Mr. Gary will discuss the strategies driving improved outcomes, from stronger provider partnerships and care coordination to innovative approaches that address housing, social determinants of health, and community-based supports.
Tad Gary
Tad Gary is the CEO of Mercy Care, an Arizona-based managed care organization serving more than 475,000 Medicaid and Medicare members under six governmental contracts. These include AHCCCS Complete Care, Arizona Long Term Care System (ALTCS), Regional Behavioral Health Authority for Maricopa County, Developmentally Disabled, Department of Child Safety Comprehensive Health Plan (DCS CHP), and Medicare Dual SNP contracts.
As CEO, Tad is responsible for all health plan activities for all product lines. He also supports all Mercy Care business development and implementation efforts throughout Arizona.
Tad has held multiple leadership roles during his more than 20-year career in health care and social services. Tad is a member of the Greater Phoenix Chamber Board and a Trustee of the Vitalyst Health Foundation. He was also appointed to the State of Arizona Opioid Review Council and to the Phoenix Police Review and Implementation Ad Hoc Committee. Tad is the former president of the Arizona Counselors Association and former President of the Institute for Mental Health Research EpiCenter, serving adolescents experiencing their first episodes of psychosis.
He earned his master’s degrees in counseling and education and has completed executive education in finance and accounting from the Wharton School at the University of Pennsylvania.
Doing More With Less: A CFOs Strategy For The AI-Enabled Revenue Cycle
Few pressures weigh on a behavioral health CFO like the workforce. Billing and finance roles are hard to fill, costly to keep, and stretched thinner as volume grows. Automation and AI offer a way through. They take on the repetitive, high-volume work that eats the team’s hours, which lets skilled staff move to higher-value analysis and the relationships that drive financial health.
This session frames the AI-enabled revenue cycle as the CFO’s answer to doing more with less. Using real-world examples, finance executives will see how intelligent automation absorbs manual claims work and cuts costly rework, building a revenue cycle that scales with the organization instead of against its budget.
Attendees will leave with:
- A read on where automation delivers the most capacity and cost relief across the revenue cycle
- Strategies to move finance talent toward higher-value work while improving accuracy and speed
- A roadmap for leading a learner, more resilient finance operation in a tight labor market
Mergers & Alliances: The Evolving Role of The CFO In Organizational Growth – M&A, Collaborations & Partnerships
As consolidation accelerates across the behavioral health landscape, CFOs are playing an increasingly strategic role in shaping the future of their organizations. This session examines how financial leaders can guide mergers, acquisitions, affiliations, and cross-sector partnerships that strengthen market position, expand service capacity, and advance mission-driven growth.
Participants will explore the full lifecycle of partnership development– from assessing organizational readiness and conducting rigorous financial and operational due diligence to structuring deals that balance risk, value, and long-term sustainability.
This session will provide:
- Emerging trends in collaborative models, including payer-provider partnerships, joint ventures and alliances that enhance care integration and access
- Practical tools to evaluate strategic fit, model financial impacts, lead negotiations, and communicate partnership value to internal and external stakeholders
- The insight needed to navigate complex decisions and drive successful, future-focused organizational strategy
Robert C. Dunne, CPA
Building High-Value Managed Care Partnerships: Key Approaches To Sustainable Relationship Development
Strong managed care partnerships have become essential to financial sustainability and strategic growth of behavioral health organizations. In this session, we’ll hear two executive perspectives on how to lead the development of resilient, mutually beneficial relationships with health plans that drive reimbursement strength, quality performance, and long-term sustainability.
The session will unpack the executive team’s role in shaping payer strategy – from preparing compelling organizational value propositions and negotiating contract terms to using data to demonstrate outcomes, reduce friction, and strengthen trust with managed care partners.
Attendees will explore:
- How to analyze payer mix, model contract impacts, and align financial operations with performance expectations
- Practical frameworks, negotiation insights, and communication strategies to enhance payer collaboration and secure favorable terms
- How to position organizations as high-value, reliable partners in a competitive and rapidly evolving managed care environment
Matt Kresic, MPA
Marti Taylor
Building The Trust Factor: Leadership In Turbulent Times
Monica E. Oss
Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.
Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.
Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.
Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.