Institute Agenda
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- Day One Monday September 9
- Day Two Tuesday September 10
- Day Three Wednesday September 11
- Day Four Thursday September 12
Innovative Treatment Programs For Value-Based Partnerships: An OPEN MINDS Executive Summit & Showcase
Executive Summit
The focus of the summit is on exploring successful innovative treatment programs for consumers with complex support needs. The day will kick off with an overview of the trends driving new innovation in the health and human service market and a review of OPEN MINDS strategic framework for designing and launching sustainable treatment programs. Additionally, the day will feature case study presentations on cutting-edge new clinical programs – including their design and keys to successful implementation and sustainability. The summit will conclude with a round table discussion on the strategic challenges to innovation for specialty provider organizations, which will feature all of the day’s case study presenters.
Located at the Wyndham Hotel
For the complete agenda click here
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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Lee Anne Langhurst, LCSW
Vice President, Account Management, Talkspace
Lee Anne Langhurst, VP, Account Management at Talkspace, is an action-oriented leader with strategic planning, account management, program implementation and direct clinical experience in the health care industry.
Lee Anne launched her career helping to develop EAP and Behavioral Health programs and networks. Focusing on the integration clinical outcomes, consumer experience and technology, Lee Anne has held positions with various stakeholders, allowing her to execute across business goals and bring customer, provider, payer, employer and consumer perspectives to the table. Her ongoing commitment to improving behavioral health care services has led her to use clinical and customer advocacy expertise in the digital health industry for various companies.
×Kathleen Mahieu, ME.d., MBA
Lead Business Consultant for Strategy & Innovation, Aetna Behavioral Health
Kathleen Mahieu is the Lead Business Consultant for Strategy and Innovation for Aetna Behavioral Health. In her role, she develops initiatives and partnerships that advance our strategy and drive innovation and growth. Within the business, Kathleen works to design, refine, and implement creative solutions that improve the member experience, expand access to care, and broaden integrated medical/behavioral solutions.
Her role is to identify strategic partnerships that differentiate and advance Aetna Behavioral Health’s strategic vision. Data analytics are a key component of Kathleen’s work in quantifying value for our customers. Kathleen leads plan sponsor and provider leadership forums to collaborate on new products, solutions, and approaches that promote the delivery of quality behavioral health care.
Kathleen also serves on Aetna’s Federal Mental Health Parity Task Force. As part of the cross-functional leadership team, she helps interpret parity compliance rules and supports the business to assess and ensure compliance with state and federal parity regulations.
Prior to joining Aetna in 2017, Kathleen led the national behavioral health consulting practice for Aon Hewitt. Kathleen worked with Fortune 100 employers to evaluate and design EAP and behavioral health care programs. She also developed innovative solutions and global strategies that effectively address mental well-being in the workplace. Kathleen is a recognized expert on the topics of EAP, behavioral health, workplace mental health, and mental health parity compliance. Kathleen has been a featured speaker at national industry and employer conferences and published numerous articles and studies on topics such as mental health in the workplace, EAP trends, and integrated behavioral health programs.
Kathleen holds a Master’s in Education from Fairfield University and Master’s in Business Administration from Sacred Heart University.
Kathleen currently serves on the Advisory Board for Open Minds.
×
Andrew F. Vitullo
Vice President of Development, Kolmac Outpatient Recovery
Andrew is an experienced executive with deep knowledge of payor relations, practice operations and revenue cycle. Prior to working in behavioral health, Andrew worked with database and enterprise resource planning software.
In 2013, he started a recovery center to help patients overcome substance use disorders. His goal was to provide cost-effective and evidence-based care that merged the best of patient care and science. He now serves as Kolmac's Vice President of Development.
Andrew obtained his Master of Business Administration from the Kelley School of Business at Indiana University. He earned a Bachelor of Science in Business Administration specializing in Finance and International Business from the Fisher College of Business at The Ohio State University.
×R. Marie Wenzel, MSW, LSW
PEACE Program Director, Horizon House, Inc.
Marie Wenzel, MSW, LSW graduated from Temple University’s School of Social Work. Marie has over 10 years of experience in the areas of, First Episode Psychosis, HIV/AIDS, homelessness, and child welfare in the Philadelphia region. Specifically, she has substantial experience in program development, implementation and management. She is the director of Horizon Houses' PEACE (Psychosis, Education, Assessment, Care, and Empowerment) program, Pennsylvania's first FEP (First Episode Psychosis) program and Philadelphia's only community based early intervention program. Additionally, Marie serves on the Temple University College of Public Health Alumni Association Board of Directors.
×How To Develop A New Service Line: An OPEN MINDS Seminar On Diversification Strategies, Feasibility Analysis, & Successful New Service Development
Executive Seminar
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. We will discuss 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, a costing model for launching new services, and a structured service line feasibility analysis and development process.
Located at the Wyndham Hotel
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and 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.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot 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. 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.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and 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.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Aligning Non-Profit Health & Human Service Boards For Sustainability With The New Market Landscape: An OPEN MINDS Seminar On Governance Issues In The Time Of Changing Reimbursement Models & Charitable Care Rules
Executive Seminar
With a landscape moving toward value-based reimbursement models and new rules around tax-exempt status, the role of governance boards has changed. Organizations need to attract board members that are not only competent and strategic, but are familiar with the major environmental forces affecting the market and are aware of the resources and risks needed to meet the organization's mission while remaining competitive. This timely seminar will focus on:
- How the changing health and human service market is creating a new landscape for non-profit management
- The role of an effective board in a value-based market
- Trends in tax-exempt charitable status and their implications for financial reporting and fundraising
Located at the Wyndham Hotel
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
George Braunstein, RN, FACHE
Senior Associate, OPEN MINDS
George Braunstein, RN, FACHE, brings more than 35 years of experience in leading both private and public sector health and human services organizations – in both institutional and ambulatory settings.
Prior to joining OPEN MINDS, Mr. Braunstein served as executive director of the Fairfax-Falls Church Community Services Board (CSB) in Fairfax, Virginia, which provides community-based mental health, substance abuse, and developmentally disabled services. During his six-year tenure with the CSB, which had a 150+ million dollar budget and over 1,200 employees, he both reduced the budget and increased service access. Mr. Braunstein also developed the organization’s first fully integrated service model that is combined mental health, substance use treatment and primary care services.
Before his role in Fairfax County, Mr. Braunstein was the executive director of the Chesterfield County CSB. In his eight years in that role, he restructured management to flatten the organization, which improved both service and budget performance and eliminated a 1.5 million dollar deficit with no reductions in staff.
Previously, Mr. Braunstein served as the Behavioral Health Director for the Family Health Plan, in Milwaukee, Wisconsin. This cooperative was a model for health maintenance organizations (HMO) that served over the 100,000 individuals. In this role, he worked to pilot the first integrated care models for behavioral health into primary care, while providing redirection of the behavioral health benefit to better emphasize clinical intervention.
Mr. Braunstein also served as the Executive Director Behavioral Health, for Aurora Healthcare in Milwaukee – the largest integrated health care system in Wisconsin with 13 hospitals, 20,000 employees and 1.5 billion dollars in annual revenue. He was responsible for the management of all aspects of a 40 million dollar, 800-employee multi-site integrated behavioral health service delivery system.
Mr. Braunstein received his Master of Science in Community Mental Health Nursing from the University of Wisconsin-Milwaukee and his Bachelor’s degree in Nursing from the University of Wisconsin. He also earned a Bachelor’s degree in History Education from Rockford College. Additionally, Mr. Braunstein completed psychotherapy training from the Family Studies Center at Northwestern University.
Registration & Networking Breakfast
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 fellow attendees, talk to our sponsors, and prepare for the day ahead.
Located at the Wyndham Hotel
Retreat Welcome & The Results Of The 2019 OPEN MINDS Survey On Executive Compensation
Welcome
During this opening session, OPEN MINDS Chief Executive Officer, Monica E. Oss will open the institute by sharing the results of this year's survey, The 2019 OPEN MINDS National Executive Compensation & Retention Survey.
Located at the Wyndham Hotel
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.
×Building A Trauma-Informed Provider Network: The Aetna Experience
Keynote Address
In recent years, the impact of trauma to health and well-being has gained the attention of the health care and social services community, and there is a growing number of programs focused on incorporating trauma-informed principles into their services and programs. The challenge for health care executives is how to best serve consumers who have experienced trauma through a sustainable, high-quality model of care. In this session, Robert M. Atkins, M.D., MPH, Senior Medical Director, Aetna Medicaid, will discuss the importance of creating a trauma-informed system of care, how trauma is intricately linked to social determinants of health (SDH), and how Aetna is working to develop an evidence-based approach and standardized model to better serve consumers who have experienced trauma.
Located at the Wyndham Hotel
Robert M. Atkins, M.D., MPH
Senior Medical Director, Aetna Medicaid
Robert Atkins, M.D., MPH has been a Senior Medical Director in Aetna Medicaid since 2007. He led development and implementation of Aetna's standard model of care that integrates physical and behavioral health for all Medicaid members. He sponsored development and implementation of our System of Care model across all Medicaid plans. This addresses conditions where people live, learn, work and play through cross-sector collaboration. For the last two years he has helped introduce and develop Aetna Medicaid's trauma-informed transformation. His focus has been how to identify providers who are trauma-informed, and so inform people Aetna serves who identify that as a priority.
Dr Atkins has over 30 years of experience in the management of behavioral health programs in the private and public sectors. He received his medical degree and a master's degree in public health from Johns Hopkins University and completed his psychiatric training at the University of Maryland. He is Board-certified in psychiatry and administrative psychiatry.
×Thought Leader Discussion With Robert M. Atkins, M.D., MPH, Senior Medical Director, Aetna Medicaid
Discussion Breakout
Join us for a follow-up session with our keynote speaker, Robert M. Atkins, M.D., MPH, Senior Medical Director, Aetna Medicaid. Use this time to ask questions and continue the morning’s discussion with Dr. Atkins and OPEN MINDS Chief Executive Officer Monica E. Oss.
Located at the Wyndham Hotel
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.
×Robert M. Atkins, M.D., MPH
Senior Medical Director, Aetna Medicaid
Robert Atkins, M.D., MPH has been a Senior Medical Director in Aetna Medicaid since 2007. He led development and implementation of Aetna's standard model of care that integrates physical and behavioral health for all Medicaid members. He sponsored development and implementation of our System of Care model across all Medicaid plans. This addresses conditions where people live, learn, work and play through cross-sector collaboration. For the last two years he has helped introduce and develop Aetna Medicaid's trauma-informed transformation. His focus has been how to identify providers who are trauma-informed, and so inform people Aetna serves who identify that as a priority.
Dr Atkins has over 30 years of experience in the management of behavioral health programs in the private and public sectors. He received his medical degree and a master's degree in public health from Johns Hopkins University and completed his psychiatric training at the University of Maryland. He is Board-certified in psychiatry and administrative psychiatry.
×Succession Planning: Positioning Your Leadership Team For Future Success
Breakout Session
Seventy-five percent of health and human service managers were offered another job this year—and 18% of them pursued that offer. Thirty-five percent of these managers say they are planning to leave their organization in the next year. Eighty-seven percent would consider leaving for the right opportunity. Are you prepared for when the inevitable happens? Succession planning is an essential tool to ensure that provider organizations have the right talent to maximize overall effectiveness both today and in the future. This session will review the changing concept of succession planning in today's complex health and human service market and will cover:
- The Importance of succession planning in a complex health and human service market
- Key steps in developing and implementing a succession plan for your leadership team
- Best practices in mapping team competencies and conducting an organizational training needs assessment
Located at the Wyndham Hotel
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and 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.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot 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. 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.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and 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.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Carl E. Clark, II
President Chief Executive Officer, Devereux Advanced Behavioral Health
Carl E. Clark II is the President and CEO of Devereux Advanced Behavioral Health, and only the seventh president in the organization’s history, since our founder Helena T. Devereux resigned from the position in 1957.
Prior to joining Devereux as senior vice president and chief operating officer in 2015, Clark developed a national reputation as one of the top operational and leadership experts in the nonprofit arena.
For more than 20 years, he served in a variety of leadership roles at NHS Human Services, including regional executive director, senior vice president of program operations and, ultimately, executive vice president.
Before his work at NHS, he served as special assistant to the executive deputy secretary for the Pennsylvania Department of Public Welfare. Clark’s early professional years were spent in direct care of children with special needs and those with juvenile justice involvement.
Clark holds a Bachelor of Science in Administration of Justice from Penn State University and a master’s degree in Public Administration from Shippensburg University.
He serves on the boards of the Rehabilitation and Community Providers Association (RCPA), the Robert K. Greenleaf Center for Servant Leadership® and the Youth Services Alliance of Pennsylvania.
×Robert Kreider, J.D.
President Emeritus, Devereux Advanced Behavioral Health
As President and Chief Executive Officer of Devereux from 2004 to the end of 2017, Bob Kreider led the provision of life-changing behavioral health services to tens of thousands of individuals and their families, and diagnostic, training and curricular materials impacting the social and emotional health of millions of individuals across the world.
In an early role with Devereux as a financial consultant, Mr. Kreider developed a turnaround plan that included a complete recapitalization. At the Board’s request, he left his successful consulting and investment management practice to officially join the organization as CFO and execute his recommended plan. Within a year, the recapitalization was completed through simultaneous tax-exempt financings in four states, a new bank line of credit, a “AAA” rating on the debt through a novel bond insurance strategy, a reduction in bank borrowing using a novel financial derivatives strategy to maintain endowment returns but use endowment assets to reduce bank borrowing. These transactions reduced Devereux’s average cost of capital from 9% to 5%, saving more than $2 million per year, and were recognized as the corporate finance deal of the year for 1995 by the National Association of Corporate Treasurers and Treasury and Risk Management magazine.
Since joining Devereux, the organization has been repositioned to serve the vast majority of consumers with mental health needs in community-based services – therapeutic foster care, wrap-around services, outpatient, case management and group homes – which best practices indicated warranted a larger role, growing this segment from less than $10 million to more than $150 million annually. Campus beds were then focused on consumers with more intensive needs, such as the medically fragile, sexually exploited children, and individuals with multiple diagnoses. This has created the broadest continuum of services available for individuals with the highest need.
Under Mr. Kreider’s leadership, Devereux has further diversified through acquisition, including extending into the Colorado market by acquiring Cleo Wallace ($20 million in annual revenue), and entering the child welfare managed care market through two start-ups to implement privatization contracts in different regions of Florida, managing over $70 million of services annually. The start-ups are not consolidated with Devereux for financial reporting purposes but are integrated through management contracts.
In addition to the contributions Mr. Kreider has made to the organization’s financial strength, he has also been a driving force in leading Devereux forward in its role in the behavioral healthcare industry. Prior to his tenure, women represented 10 percent of the senior officers and less than a third of the business unit heads. Today, they represent more than fifty percent of each group. With his guidance, Devereux has also adopted innovative approaches to Social-Emotional Learning, incorporating a focus on resilience, Positive Behavior Interventions and Supports, and emphasis on “brain” health in all of Devereux’s industry-leading services and programs.
During Mr. Kreider’s 13 years as CEO, Devereux achieved positive operating margins every year, the fund balance increased by more than 50%, debt was reduced by more than 25%, cash and investments doubled, and net working capital decreased, positioning Devereux extremely well to face the challenges ahead. Since stepping down as President and CEO, Mr. Kreider has been providing consultation to the current executive leadership team on a range of issues including healthcare integration, mergers and acquisitions, value-based contracting, and alternative corporate structures to facilitate growth.
Prior to joining Devereux Mr. Kreider was co-president of Fairmount Capital Advisors, a member of the Health and Higher Education Finance Group of Kidder, Peabody (an investment banking firm owned by GE) and a bond lawyer with Saul, Ewing, Remick and Saul. In each of these roles Mr. Kreider worked on a range of financing, tax, investment and balance sheet management issues for a broad range of healthcare organizations.
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 and 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.
Located at the Wyndham Hotel and Battlefield
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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
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.
×Preparing I/DD & Other Long-Term Care Organizations For Managed Care: Group Discussion & Workshop
Workshop
Over the past few years, we’ve seen the slow emergence of risk-based contracting initiatives between payers and intellectual/developmental disabilities (I/DD) provider organizations. As this market transition expands, the key question is how provider organization executives can help their organization to manage this disruption and position their organization to be sustainable in a changing environment. In this session, we will review the new systems and models and discuss how the changing market is affecting service delivery models. This discussion session will include:
- An overview of the changing managed care landscape for the intellectual/developmental disabilities population
- Examples from several states Medicaid systems that have moved to managed care, and how these systems have changes the landscape for provider organizations
- A review of the key infrastructure needs, organizational processes, and skill sets executive team need to thrive in the changing market
Located at the GAR Building - Pre-registration is required
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
History Of The Town Of Gettysburg & Lincoln Railroad Station - A Lecture With A Licensed Town Historian
Tour & Lecture
The stately Gettysburg Lincoln Railroad Station stands tall over downtown Gettysburg to tell the stories of a prosperous town ravaged by war and raised by the determination of its citizens.
Built in 1859 to serve as the western terminus of the Gettysburg Railroad line to Hanover, Pennsylvania; the station served as a field hospital, a departure point for thousands of soldiers, and a place of greeting for President Lincoln when he came to deliver his Gettysburg Address. Discover Gettysburg’s stories through special exhibits and tour with a local guide.
Learn more online at www.destinationgettysburg.com/members/historic-gettysburg-train-station.asp
Located at the Lincoln Railroad Station - Pre-registration is required
Lunch On Your Own
Networking
Have lunch at the Wyndham's 1863 Restaurant or take the shuttle to the heart of Gettysburg and enjoy the local favorites.
Forum Of Women CEOs In Health & Human Services
Invitation-Lunch-Only
Sponsored By OPEN MINDS
Though the world is evolving, there remains a large gender gap in leadership roles and women in leadership often face different challenges than their male counterparts. In this invitation-only lunch and discussion session, we will come together to discuss ways to support, advance, and empower women executives in the workplace.
Located at Gary Owen Irish Pub
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.
×Opting To Outsource: An Executive’s Guide To Identifying, Selecting, & Managing A Vendor For Outsourced Services
Invitation-Lunch-Only
Sponsored By Credible Behavioral Health Software
Given industry pressures and cost constraints, provider organizations need to be more efficient, effective, and innovative to remain successful. Outsourcing services such as human resources, fiscal, marketing, clinical, and regulatory compliance can help organizations respond to these challenges. Join Hope Winkowski, M.Ed, NCC, Vice President of Product Services with Credible Behavioral Health Software for an overview of selecting the right vendor, identifying the services to consider for outsourcing, and the implementation and oversight of an outsourced solution to ensure success.
Located at the Wyndham Hotel
Hope Winkowski, M.Ed, NCC
Vice President of Product Services, Credible Behavioral Health Software
Hope Winkowski is Credible’s Vice President of Product Services and has been with Credible since 2013. As Credible’s Vice President of Product Services, Ms. Winkowski has utilized her clinical, administrative, and medical billing backgrounds to successfully establish Credible’s dedicated Billing, Quality Assurance, Product Development, and Data Analytics and Reporting Departments, streamlining billing implementation and support, improving quality testing and product design, as well as overseeing the successful billing of $3.75 billion annually through Credible’s Billing module. Prior to joining Credible, Ms. Winkowski had over 13 years of experience in the behavioral healthcare field in community mental health, court mandated services, foster care, and adoption. Ms. Winkowski’s experiences include establishing programming and infrastructure to support Family Based, Outpatient, Psychiatric, and Tele-psychiatric services, as well as implementing the infrastructure to support physician credentialing and behavioral health billing for a nonprofit Agency in Pennsylvania. Ms. Winkowski earned her M.Ed in Counseling Education from Pennsylvania State University and is a National Board Certified Counselor.
×Raving Fans: Transforming Organization's Culture & Client Experience
Breakout Session
As we enter the era of value-based reimbursement, organizational culture and the organization’s ability to differentiate competitively with creating a "raving fan" customer service experience for their consumers will be both expected as well as appreciated. Health care has historically been identified with some of the worse customer experiences. This session will take us through a new paradigm of thinking, where we will address:
- The importance of customer service in the era of value-based care
- The key drivers of a great customer service experience in health care
- Best practices in creating a superior customer experience, including hiring the right team to build a culture of customer service
Located at the GAR Building - Pre-registration is required
Lincoln Into Art Gallery: Gallery Tour With Acclaimed Artist Wendy Allen
Breakout Session Activity
Wendy Allen, author of Lincoln Into Art: The First Thirty Years (2013), is known internationally for her extraordinary paintings of Abraham Lincoln, which have exhibited alongside works by Rauschenberg, Dali, and Rockwell. During this session, we will take a short walk from the Gettysburg Hotel to Wendy Allen’s gallery on Baltimore Street, where she will give attendees a private tour of her gallery and discuss her work.
Located at Lincoln Into Art on Baltimore Street
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.
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 and 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.
Located at the Wyndham Hotel and Battlefield
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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
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.
×Meta Leadership Creating Scale Without A Merger
Breakout Session
Consolidation has been seen by many executive teams as a strategy necessary for long-term survival given the changing health and human services market—more value-based reimbursement, the continued shift to managed care, new (and better funded) competition, and tight margins have made “growth” seem like the best path towards sustainability. When executives think about growth, their first thought is typically about mergers and acquisitions—but they are not the only path. There are many other forms of partnerships that can help organizations to gain scale without traditional M&A. In this session, we'll discuss the alternatives to growth. The session will include:
- A discussion the current market challenges forcing provider organizations to create scale, improve speed to market for new services, and collaborate with new partners across the care continuum
- A review of the strategic opportunities for growth beyond traditional mergers and acquisitions
- Case study examples from organizations that have utilized meta leadership skills to create strategic linkages to create new growth
Located at the Wyndham Hotel
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and 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.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot 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. 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.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and 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.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Carol Cassell
Executive Director, Recovery Health Solutions IPA, LLC
Carol Cassell is Executive Director of Recovery Health Solutions IPA and Advanced Health Network IPA, both behavioral health provider networks serving NYC and Long Island markets; working collaboratively with its provider network leadership to improve access to behavioral health services with engagement by individuals in need. As a healthcare leader, Carol brings strategic, financial, operational and organizational experience including 18 years in healthcare (hospital, post-acute, ambulatory care) delivery systems, 14 years health plan management and operations, and 7 years combined community health planning, information technology and healthcare consulting. Carol’s focus is on delivering patient centered value engaging patients and their family/support systems, medical providers and community-based organizations through shared leadership, collaborative business relationships, and aligned payments models, supported by actionable process and outcome performance measures.
×Alan Girard, MA, LPC, CAC II, CHC
Chief Operating Officer, Front Range Health Partners, LLC
Mr. Girard has twenty years of experience in the behavioral health field with specialization in community mental health. He is a licensed professional counselor, certified addictions counselor, and certified healthcare compliance professional. Under his leadership as a senior manager he has provided development, guidance and oversight to administrative and clinical programs. Currently, Mr. Girard serves as the Chief Operating Officer of Front Range where he focuses on day-to-day activities including aligning functions across the provider network.
×Night At The Museum & Networking Reception
Networking
Institute attendees will have private, after-hours access to all areas of the museum. Open to thousands of visitors every day, the Gettysburg Museum and Visitor's Center is home to thousands of Civil War artifacts and relics from the Battle of Gettysburg. During this special reception, attendees will have a unique opportunity to avoid the crowds, explore the book store and gift shop in peace and quiet, and have refreshments while enjoying this immersive historical experience.
Attendees will have access to the museum’s newest exhibit: American Democracy: A Great Leap of Faith. American Democracy is a public engagement initiative featuring a dynamic traveling exhibition from the Smithsonian Institution that explores the continuing evolution of America’s experiment in a government “of, by, and for the people.” Featuring artifacts from the Smithsonian, engaging multimedia experiences, and supplemental artifacts from the Gettysburg collection, this exhibition is designed to be an exploration of American democracy and citizenship.
Attendees will also have the opportunity to view the Famous Gettysburg Cyclorama, with exclusive narration from licensed battlefield guide, Robert Prosperi. 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.
To close out the evening, we will have a lecture and painting demonstration on the Art and the Battle of Gettysburg by David Greister, Artist in Residence and his collaborator, Patricia Bauer. This exciting session will feature the history of the Gettysburg Artist-In-Residence Program and take a look at the impact of conflict on art.
Located at the Gettysburg National Park Visitor’s Center
Shuttle service from the Wyndham Hotel will be provided.
Battlefield Walk With Iris Telehealth
Battlefield Walk
Begin your day by joining us for a 3.5 mile walk through the Gettysburg National Military Park. T-shirts, socks, bottled water & breakfast snacks to take on your walk will be provided by Iris Telehealth. Buses will depart from the Gettysburg Wyndham Hotel at 6:00am. The buses will return to the hotel at 7:30 am - giving you plenty of time to get ready for the day! The walk will begin at Culp's Hill on Confederate Avenue, and end on Lefever Street next to Gettysburg's well-known Mr. G's homemade ice cream. You'll experience historical monuments such as Spangler's Spring, Culp's Hill, and Major General Henry Warner Slocum! This route is mostly flat and is completely paved.
Sponsored by Iris Telehealth
Executive Networking Breakfast
Networking
Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.
Located at the Wyndham Hotel
The Future Of Medicaid Managed Care: Building A Comprehensive Care Solution For The Complex Consumer Population
Keynote Address
Over the past few years, we’ve seen a slow and steady shift towards more risk-based contracting models in the Medicaid market for complex consumer populations. Strategically navigating the road to managed care is complex – for both provider organizations and health plans. As this market transition expands, the key question is how provider organization executives can partner with health plans to manage this disruption and position their organization to be sustainable for the long-term. In this session, Michael J. Hammond, MSW, Vice President & Partnership Development, OptumHealth will discuss the market drivers advancing managed care in the Medicaid market, Optum's integrated care solutions for complex consumer populations, and his perspective on the future of the market.
Located at the Wyndham Hotel
Michael J. Hammond, MSW
Vice President & Partnership Development, OptumHealth
Mike began his professional career in 1987, serving the 41st Governor of Kansas, Mike Hayden, in several staff capacities, including social service policy and speechwriting. After Governor Hayden left office in 1991, Mike remained in public service working for the Kansas Department of Corrections focused on special needs offender programming and community supervision. During Governor Bill Graves’ term in office, he appointed Mike to various appointed capacities within the Executive Branch – Director of Research and Planning for Healthcare Policy at SRS, Special Assistant to the Deputy Secretary of SRS for Healthcare Policy (overseeing Medicaid, mental health, developmental disability, substance abuse), and Chief of Staff to the Secretary of Aging.
In 2001, Mike joined the Association of Community Mental Health Centers of Kansas, Inc., as the Director of Policy and Planning and one year later was named the Executive Director. He served in that capacity until late 2013. During his tenure at the Association, he oversaw two subsidiary organizations and also was the founder and Interim Chief Executive Officer of a provider-sponsored Medicaid managed care plan for behavioral health services.
In late 2013, Mike joined Centene as a Regional Vice President, Business Development, Growth and Expansion for Behavioral Health. In 2015, he joined the Health Systems Group within Centene, as Vice President of Business Integration, supporting strategic growth by leveraging all products and services across the enterprise for partnerships with providers, ACOs, and large healthcare systems.
In June 2016, Mike joined Optum’s Population Health Solutions team serving in various capacities, including Vice President of Program and Partnership Development for Medicaid, federal and other payers; as well as Vice President for Public Sector Solutioning, focusing on providers and complex populations. While at PHS, Mike served on the core I/DD team focused on developing a comprehensive I/DD solution to bring to market. In April of 2018, Mike joined Optum’s Behavioral Health team as Vice President of Product and Partnership Development, leading efforts to bring Optum’s I/DD solution to market in partnership with UHC Community & State, as well as direct to State. Mike also focuses on Medicaid complex populations, including BH, foster care and justice involved.
From 1999 to 2015, Mike also served as a consultant to the U.S. Department of Health and Human Services, Substance Abuse and Mental Health Services Administration, providing subject matter expertise to States, providers, and federal contractors for behavioral health services.
Mike has been an active member of the National Council for Community Behavioral Healthcare (State Association Director), the National Association of County Behavioral Health and Developmental Disabilities Directors (State Association Director), served on multiple boards of non-profit organizations in his community. He has also served on the Kansas Governor’s Mental Health Services Planning Council, local United Way’s Allocation Committee, USD 501 Strategic Planning Task Force, and the Koch Crime Commission Economics of Crime Task Force.
Mike holds a Bachelor of Arts Degree from Washburn University and a Master of Science Degree from Baker University.
×Thought Leader Discussion With Michael J. Hammond, MSW, Vice President & Partnership Development, OptumHealth
Discussion Breakout
Join us for a follow-up session with our keynote speaker Michael J. Hammond, MSW, Vice President & Partnership Development, OptumHealth. Use this time to ask questions and continue the morning’s discussion with Mr. Hammond and OPEN MINDS Senior Associate Ken Carr.
Located at the Wyndham Hotel
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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Michael J. Hammond, MSW
Vice President & Partnership Development, OptumHealth
Mike began his professional career in 1987, serving the 41st Governor of Kansas, Mike Hayden, in several staff capacities, including social service policy and speechwriting. After Governor Hayden left office in 1991, Mike remained in public service working for the Kansas Department of Corrections focused on special needs offender programming and community supervision. During Governor Bill Graves’ term in office, he appointed Mike to various appointed capacities within the Executive Branch – Director of Research and Planning for Healthcare Policy at SRS, Special Assistant to the Deputy Secretary of SRS for Healthcare Policy (overseeing Medicaid, mental health, developmental disability, substance abuse), and Chief of Staff to the Secretary of Aging.
In 2001, Mike joined the Association of Community Mental Health Centers of Kansas, Inc., as the Director of Policy and Planning and one year later was named the Executive Director. He served in that capacity until late 2013. During his tenure at the Association, he oversaw two subsidiary organizations and also was the founder and Interim Chief Executive Officer of a provider-sponsored Medicaid managed care plan for behavioral health services.
In late 2013, Mike joined Centene as a Regional Vice President, Business Development, Growth and Expansion for Behavioral Health. In 2015, he joined the Health Systems Group within Centene, as Vice President of Business Integration, supporting strategic growth by leveraging all products and services across the enterprise for partnerships with providers, ACOs, and large healthcare systems.
In June 2016, Mike joined Optum’s Population Health Solutions team serving in various capacities, including Vice President of Program and Partnership Development for Medicaid, federal and other payers; as well as Vice President for Public Sector Solutioning, focusing on providers and complex populations. While at PHS, Mike served on the core I/DD team focused on developing a comprehensive I/DD solution to bring to market. In April of 2018, Mike joined Optum’s Behavioral Health team as Vice President of Product and Partnership Development, leading efforts to bring Optum’s I/DD solution to market in partnership with UHC Community & State, as well as direct to State. Mike also focuses on Medicaid complex populations, including BH, foster care and justice involved.
From 1999 to 2015, Mike also served as a consultant to the U.S. Department of Health and Human Services, Substance Abuse and Mental Health Services Administration, providing subject matter expertise to States, providers, and federal contractors for behavioral health services.
Mike has been an active member of the National Council for Community Behavioral Healthcare (State Association Director), the National Association of County Behavioral Health and Developmental Disabilities Directors (State Association Director), served on multiple boards of non-profit organizations in his community. He has also served on the Kansas Governor’s Mental Health Services Planning Council, local United Way’s Allocation Committee, USD 501 Strategic Planning Task Force, and the Koch Crime Commission Economics of Crime Task Force.
Mike holds a Bachelor of Arts Degree from Washburn University and a Master of Science Degree from Baker University.
×
Becoming An Employer Of Choice: How To Attract & Retain Talent
Breakout Session
The talent issue is a critical one for most health and human service provider organizations. By 2025, there will a shortage of an estimated 250,000 behavioral health professionals. Strategically, the goal for every organization is to bring maximum value (the performance-to-cost ratio) for their investment in human capital. The path to achieving that maximum value is multi-faceted—optimal processes to improve productivity, having each team member operate at the top of their capabilities. In this session, we'll discuss the operational and strategic challenges of recruiting and retaining staff in a complex market. The session will include:
- A guide to building a superior employment value proposition
- A review of the key elements to building a recruitment plan to support change and growth
- New models for retaining top talent and preventing burnout among staff
Located at the Wyndham Hotel
Art Williams, PMP
Senior Associate, OPEN MINDS
Arthur Williams, PMP, brings over 30 years of health care data and technology experience, providing analytic support for U.S. Medicaid offices, U.S. Medicare, Canadian Medicare, and commercial insurance clients. Mr. Williams currently serves as a Project Management Consultant and Senior Associate for the OPEN MINDS team. He offers extensive experience with data analysis and claims processing in several key arenas including pharmacy, long-term care, and managed care.
Prior to joining the OPEN MINDS team, Mr. Williams served as a Medical Economist and a Senior Program Manager on contract with the State of Pennsylvania Department of Human Services from 2010 to 2018. Mr. Williams also worked with Electronic Data Systems as program manager for HP-EDS project management process integration. He was responsible for coordinating the successful move from an EDS program management and billing process to the new Microsoft Project Server (MSPS) and SAP. His efforts included the coordination of over 150 project managers on several health care accounts to convert over 2,000 active projects to the new application. He facilitated meetings with commercial, Medicaid and Medicare accounts to standardize project management and billing standards, earned value calculation, and resource management.
As a Project Account Manager with MetaVance, Mr. Williams co-wrote and managed a feasibility assessment for the province of New Brunswick’s Medicare system. As the Product Delivery Manager for MetaVance, Mr. Williams was the first delivery manager of EDS’s new flagship Health Care Portfolio, a product still in use at four sites, including BCBS of Arizona and Humana Healthcare. As a technical manager for the Pennsylvania Medicaid, Mr. Williams oversaw the development and delivery of enhancements for a two-year Pennsylvania Medicaid implementation. He set-up a quality assurance test lab and sponsored end-user training for over 300 state workers.
Mr. Williams performed Graduate Study at Western Michigan University and has a Bachelor of Arts from Albion College. He is an affiliate with the Project Management Institute (PMI), and the Health Information and Management Systems Society (HIMSS).
Stephen Christian-Michaels, MA
Chief Strategy Officer, Wesley Family Services
Stephen Christian-Michaels, Chief Strategy Officer of Wesley Family Services went to Carnegie-Mellon University, receiving his Bachelor’s degree in psychology before going the University of Chicago where he obtain his Master’s in Social Work.
Stephen has worked in the behavioral health field for 42 years. He spent the first 17 years in the Chicago. He returned to Pittsburgh in 1998 to become the Chief Operating Officer at Family Services of Western Pa.
Stephen has driven the use of acquisition to grow the size of Family Services and grow the quality of administrative processes. After becoming CEO in 2014 he suggested and drove a number possible mergers and acquisition. The merger with Wesley Spectrum, merged two 30 million agencies with a combined staff of close to 1,200.
Recruitment and Retention is the number one challenge in the newly developed Strategic Plan after the merger. Stephen has been driving new best practices to drive first in class human resources in this new merged entity.
×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 Robert Prosperi, 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, Ray Wolfe 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.
Located at the Wyndham Hotel and Battlefield
Joseph P. Naughton-Travers, EdM
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.
×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.
×Fueling Innovation: How To Develop Social Enterprise Solutions For The New Market
Breakout Session
In an increasingly complex health and human service market, innovation is integral to long-term sustainability. Health plans are looking for high-value services and integrated care management programs. New competitors are entering the market to serve the consumer population with chronic conditions and complex support needs. Consumerism is driving program models and service delivery systems. There is less volume (and revenue) in “aging” service lines. For many organizations, taking an market-driven approach to meet the needs of the community through the development of social enterprise solutions has been one strategic way of moving their organization forward. In this session, we will discuss how social enterprise can be a beneficial strategy for provider organizations, payers, and the community. In this session, we will discuss:
- An overview of the fundamentals of social enterprise solutions and their value in our current complex market
- Best practices for provider organizations in developing social enterprise innovations
- Examples of successful social enterprise solutions in the health and human service field
Located at the GAR Building - Pre-registration is required
Mind Full Or Mindful? Tools & Techniques For Decluttering The Busy Leader’s Mind
Workshop
Do you have focus? For most executives operating in the health and human service space, there is a never-ending list of “big picture” items to occupy the mind—long-term vision, strategy, metrics-based performance management, employee recruitment and retention, new service line development, collaborations and partnerships, online presence, community relations, government relations, and more. Multitasking is not an effective option for managing the day-to-day—but improving your mindfulness quotient may be an effective technique. In this session we'll discuss how leaders can cultivate a focus and clarity on the present moment to improve performance, strategic thinking, engagement, and personal health.
Located at the Wyndham Hotel
Harriet Stein
President, Big Toe in the Water, LLC
Harriet Stein has more than thirty years’ experience in the healthcare industry, including almost a decade teaching Mindfulness at Johnson & Johnson. She is a Registered Nurse and professional presenter to companies ranging in size from small firms through the Fortune 500.
Harriet is recognized as an “inspirational teacher,” and utilizes humor to teach the practice of Mindfulness. At J&J she taught Mindfulness to more than 5,000 of her colleagues, gave presentations at internal leadership summits for global audiences, and instructed on Mindful Leadership. Harriet’s unending enthusiasm and passion to help individuals take steps toward a healthier, more fulfilling life through this practice is striking. Her knowledge and energy enable her Mindfulness participants to successfully enhance both their professional and personal lives.
Her desire to teach Mindfulness began after attending her first professional program with Dr. Jon Kabat-Zinn, founder of the Mindfulness-Based Stress Reduction (MBSR) Program in 2000. Harriet completed advanced teacher training in MBSR at the Myrna Brind Center for Mindfulness (Thomas Jefferson University Hospital, Philadelphia).
Harriet earned a BS in Nursing from Albright College and an MS in Health Administration from Saint Joseph’s University. When not working, she enjoys taking photographs and videos that clearly demonstrate the positive and lasting impact that Mindfulness can have on our daily lives.
×Lunch On Your Own
Networking
Have lunch at the Wyndhams's 1863 Restaurant or take the shuttle to the heart of Gettysburg and enjoy the local favorites.
Netsmart Lunch & Learn
Invitation-Lunch-Only
Sponsored By Netsmart
Located at the Wyndham Hotel
Non-Profit Board Management: Keys To Attracting & Managing A Board That Can Operate In A Competitive Market
Breakout Session
With the change in funding, the role of governance boards has changed. Organizations need to attract board members that are not only competent and strategic, but are familiar with the major environmental forces affecting the market and are aware of the resources needed to meet the organization’s mission while remaining competitive. In this informative panel discussion, we will hear from former chief executive officers who will provide insight on board selection and effective board management for creating a competitive advantage and long-term sustainability.
Located at the GAR Building - Pre-registration is required
Art Williams, PMP
Senior Associate, OPEN MINDS
Arthur Williams, PMP, brings over 30 years of health care data and technology experience, providing analytic support for U.S. Medicaid offices, U.S. Medicare, Canadian Medicare, and commercial insurance clients. Mr. Williams currently serves as a Project Management Consultant and Senior Associate for the OPEN MINDS team. He offers extensive experience with data analysis and claims processing in several key arenas including pharmacy, long-term care, and managed care.
Prior to joining the OPEN MINDS team, Mr. Williams served as a Medical Economist and a Senior Program Manager on contract with the State of Pennsylvania Department of Human Services from 2010 to 2018. Mr. Williams also worked with Electronic Data Systems as program manager for HP-EDS project management process integration. He was responsible for coordinating the successful move from an EDS program management and billing process to the new Microsoft Project Server (MSPS) and SAP. His efforts included the coordination of over 150 project managers on several health care accounts to convert over 2,000 active projects to the new application. He facilitated meetings with commercial, Medicaid and Medicare accounts to standardize project management and billing standards, earned value calculation, and resource management.
As a Project Account Manager with MetaVance, Mr. Williams co-wrote and managed a feasibility assessment for the province of New Brunswick’s Medicare system. As the Product Delivery Manager for MetaVance, Mr. Williams was the first delivery manager of EDS’s new flagship Health Care Portfolio, a product still in use at four sites, including BCBS of Arizona and Humana Healthcare. As a technical manager for the Pennsylvania Medicaid, Mr. Williams oversaw the development and delivery of enhancements for a two-year Pennsylvania Medicaid implementation. He set-up a quality assurance test lab and sponsored end-user training for over 300 state workers.
Mr. Williams performed Graduate Study at Western Michigan University and has a Bachelor of Arts from Albion College. He is an affiliate with the Project Management Institute (PMI), and the Health Information and Management Systems Society (HIMSS).
Stephen Holoviak, Ph.D.
Subject Matter Expert, OPEN MINDS
Dr. Holoviak is a retired professor of Management at Penn State Mont Alto where he taught senior level business courses. Steve is the author-and /or co-author of 6 books with his latest: Reclaiming Your Calling : A Guide for Managers & Supervisors in The Health & Human Services Field ; 6 instructors manuals and workbooks, and authored over 120 articles in various journals and trade magazines; has three public TV scripts to his credit; and is the former Contributing Editor of the “Audio Human Resource Report Magazine”. Prior to this he was the long tenure Dean of the John L. Grove College of Business at Shippensburg University.
He began his career with Merrill Lynch was later Director of Marketing for First National Bank of Maryland. Steve has been an active consultant for 30+ years working in the areas of quality systems, labor relations& human resource management, organization design and project management. In retirement he has authored two fiction spy adventure novels; The Cuban Connection: A Stephen masters Adventure, and Iberia Calling: A Stephen Masters Adventure, Book ll both written under the pen name JTS Brown. He has four children, four grand children, loves to bike, golf and enjoys travel.
Bruce Nisbet, MSW, DFNAP
President/Chief Executive Officer, Spectrum Health and Human Services
Bruce C. Nisbet, MSW, DPFNAP is President and CEO of Spectrum Health and Human Services, a large not-for-profit community behavioral health agency with diverse treatment, crisis intervention and recovery-oriented programs serving six counties of Western New York. Spectrum provides integrated mental health and chemical dependency clinics as one of the nation’s sixty-two federally awarded and funded Certified Community Behavioral Health Clinic Programs
He is co-founder and President of the Board of Health Home Partners of WNY, LLC, a joint venture of Spectrum, the Catholic Health System, and Evergreen Health which together provide intensive State designated Health Home care coordination services to several thousand high need Medicaid recipients in three counties.
Nisbet is also co-founder of Value Network, IPA, a joint venture with Endeavor Health, Horizon Health and Bestself Health which is an emerging behavioral health Network with 86 member and affiliate organizations across the eight counties of WNY.
His previously held positions include President/CEO of the Children’s Home of Wyoming Conference in Binghamton, NY and Executive Vice President and Chief Program Officer at Gateway-Longview, Inc. in Williamsville, NY, both large comprehensive child welfare agencies.
While at Gateway-Longview Nisbet founded the New York State Coalition of 853 Schools, and as President developed a legislative strategy that resulted in $124M in State funds made available to refurbish or build fourteen special education schools across the State for educationally handicapped children.
Throughout his more than forty year career Nisbet has sought to collaborate with others to make professional contributions that improve the lives of both adults and children who are struggling with mental health challenges. He is a strong believer that teamwork and collaboration are the best ways to make a difference in the lives of those we serve.
×Kelly Phillips-Henry, Psy.D., MBA
Chief Executive Officer, Aurora Mental Health Center
Dr. Kelly Phillips-Henry is an experienced Behavioral Healthcare leader with 20+ years of executive leadership in the Colorado Community Mental Health and Department of Defense healthcare systems. She is a two-time CEO of large, not for profit community mental health centers in Colorado and currently serves at the CEO at Aurora Mental Health Center where the organization serves the 3rd most ethnically diverse community in the nation. Kelly spent 12 years active-duty as a Major in the US Air Force serving as a clinical psychologist overseeing Mental Health/Substance Use clinics, Wellness Centers, and as an Associate Professor at the US Air Force Academy while also running the Cadet Counseling Center. Kelly holds a MA and PsyD in clinical psychology and a MBA from the University of Colorado. Her passion remains the Rocky Mountains where she spends her free time with her husband and four grown children. She is a lifelong marathoner and Ironman triathlete.
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Positioning Your Workforce For The Value-Driven Environment Of The Future
Knowledge Partner
Sponsored by Qualifacts Systems, Inc.
Moving from fee-for-service to value-based reimbursement requires organizations to assess the adequacy of their workforce – from new roles and skill-sets needed to drive service outcomes, to creation of a new innovative, consumer-centric culture without silos. There are multiple leadership challenges in developing this new workforce of sustainability for the future:
- Attracting, developing and retaining staff with expertise in clinical innovation, technology, financial analysis, marketing and managed care;
- Aligning compensation with strategic priorities and key performance outcomes;
- Assessing staff competency with a meaningful, timely and effective system;
- Leading a team structure that balances the need for innovation and change with ensuring consistent, quality outcomes;
- Implementing technology to leverage staff availability, credentials and impact.
This session will explore the staff workforce competencies needed for success in a value-based market, and identify strategies used by organizations to create an effective team. Specific questions from the OPEN MINDS Value-Based Reimbursement Assessment will be reviewed to drive the strategy discussion.
Located at the Wyndham Hotel
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. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Leading Healthy Decision Making In The Medical Wearable Age
Breakout Session
Located at the Wyndham Hotel
Raouf (Ron) Gharbo, DO, FAANEM, FAAPMR
Autonomic Nervous System Rehabilitation Subject-Matter Expert, ANS Health, LLC.
Raouf (Ron) Gharbo DO, FAANEM, FAAPMR is a board certified neurorehabilitation specialist and electrophysiologist and has over 22 years of exemplary chronic pain management practice during the Opioid Crisis. His expertise spans from practically applying ongoing clinical research as a clinical investigator of research led by the U. of South Carolina School of Public Health and Veterans Administration and guiding organizational culture shift among performers and athletes through healthy decision making for sustainable high performance. He is the lead adviser to a medical grade wearable startup and consultant for leaders and employee assistance programs through ANS Health LLC.
×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 Robert Prosperi, 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, Ray Wolfe 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.
Located at the Wyndham Hotel and Battlefield
Joseph P. Naughton-Travers, EdM
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.
×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.
×Are You Ready For A Merger Or Affiliation? How To Prepare Your Organization To Find The Right Partner
Breakout Session
The pace of mergers, acquisitions, and affiliations among health and human service organizations has quickened over the past few years. There are many drivers of these combinations - growth, scale, and diversification to name a few. But how to find the ‘right’ organization? This panel is going to share their best practices in identifying (and courting) prospective organizational partners.
Located at the Wyndham Hotel
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and 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.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot 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. 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.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and 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.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Mandy Fauble, Ph.D., LCSW
Executive Director, Safe Harbor Behavioral Health of UPMC Hamot
Mandy Fauble, PhD, LCSW, is Executive Director at Safe Harbor Behavioral Health of UPMC Hamot in Erie, PA. She has been with Safe Harbor since 2002. Her areas of focus include serious and persistent mental illness, trauma and crisis intervention. Dr. Fauble has been a faculty member at Mercyhurst University since 2005, and an assistant professor at Edinboro University of Pennsylvania since 2012. She is a certified trainer of Applied Suicide Intervention Skills Training (ASIST). Dr. Fauble has previously served on a variety of boards and committees, including locally on the Erie County Department of Drug and Alcohol Abuse Advisory Board and the Erie County Criminal Justice Coalition, as well as the PA State Board of Social Workers, Marriage and Family Therapists and Professional Counselors. She is currently a board member of the Rehabilitation and Community Provider Association (RCPA) of Pennsylvania. She was one of 2016’s Mercy Center for Women’s 12 Women Making History.
×Jeff Klimaski
President & Chief Operating Officer, The Columbus Organization
The Columbus Organization is a nationally scoped, care coordination-focused company, whose mission is to help individuals with intellectual and developmental disabilities navigate their communities and the supports within them. The Company empowers people to realize their meaningful life goals, currently serving nearly 11,000 consumers. Columbus also provides professional clinical staffing to I/DD institutions, and quality improvement consulting services to institutions and states throughout the U.S.
Jeff is the President and Chief Operating Officer, and brings more than 20 years of experience in US and international healthcare in positions across finance, operations, healthcare compliance, and corporate acquisitions and integrations. Each of Jeff’s key assignments have concentrated on driving significant change at the organization. At Columbus, Jeff is leading a strategic transformation of the Columbus business model to create a person-centered organization that drives measurable results through a data and outcomes orientation. Key components of the Columbus algorithm of care start with leadership alignment, intense focus on business acumen and an action bias, supported by a strong quality and compliance program with regular performance monitoring. This serves as the foundation to drive refined, whole person, community driven models of care that improve satisfaction and quality levels, and by turn reduce costs to the healthcare system.
×
Why Nonprofits Should Run Culture Like A Project
Knowledge Partner
Sponsored by Relias
Business models can be copied and service offerings can be matched, but not every organization can create a competitive advantage with their culture. It is said that “culture eats strategy for breakfast,” and culture driven by purpose can be a lever to success.
Learn how Relias transformed from a small behavioral health compliance training company to one that offers a variety of solutions across the healthcare continuum. In doing so, it has grown from $12 million in annual revenue to nearly $300 million. Nonprofits can learn from the for-profit world by “running culture like a project,” rather than simply letting it happen.
This session will focus on:
- Implementing a framework for creating a healthy culture that aligns your entire organization
- Translating your mission into recruiting, retention, and employee passion
- Creating a healthy culture that can help build continuity and alignment throughout your organization
Located at the Wyndham Hotel
Jim Triandiflou, MBA
Chief Executive Officer, Relias
Jim Triandiflou joined Relias as CEO in 2012. He was previously president and CEO of ServiceCEO, a field service software company with more than 6,000 customers around the world. Before ServiceCEO, Triandiflou was Chief Operating Officer (COO) of Centive, a sales performance management software company. He also served as COO of Stryker Orthopedics’ largest independent distributor, Surgi-Care. Triandiflou has a bachelor’s degree in marketing from State University of New York College at Oswego and a master’s degree in business administration from the Arizona State University Carey School of Business, which included coursework at the American Graduate School of International Management (Thunderbird). Triandiflou is currently the chairman of the board of directors of Special Olympics of North Carolina, is an advisory board member of Band Together, a nonprofit that uses live music as a platform for social change, a member of the board of directors of Navex Global, a Portland, Oregon-based provider of ethics and compliance software as well as Dude Solutions, the leading asset management software company.
×Executive Networking Reception
Networking
Wrap up the day by taking time to network with your colleagues and partners. Take some time to discuss the day's events while enjoying a drink and hors d'oeuvres.
Located at the Wyndham Hotel
Executive Networking Breakfast
Networking
Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.
Located at the Wyndham Hotel
Women In Leadership: A Small Group Discussion Session On Supporting Women In Management Roles
Breakout Session
Though the world is evolving, there remains a large gender gap in leadership roles and women in leadership often face different challenges than their male counterpart. To build strong leadership within their organization, executive teams need determine how they can continue to foster female career-growth in leadership positions. Our panel, comprised of dynamic women in leadership roles, will lead a discussion on ways to support, advance, and empower women executives in the workplace and share their leadership stories and lessons learned.
Located at the Lincoln Railroad Station - Pre-registration is required
Casey Miller
Executive Vice President, OPEN MINDS
Casey Miller has been with OPEN MINDS since 2001 and has served in a variety of functional areas throughout her tenure and has developed expertise in web development, network and database management, publications, marketing and promotions, and project management.
Currently, Ms. Miller serves as OPEN MINDS Executive Vice President of Administration and is instrumental across all of OPEN MINDS departments including finance, network and database, subscription services, and consulting. In this role, she manages multiple projects, assists staff members in using computer applications to their full capabilities, and evaluates and develops new initiatives for OPEN MINDS staff and customers.
In addition, Ms. Miller manages the OPEN MINDS Industry Database with its more than 350,000 organizational records. Leading this core department, she has developed and maintains six different industry datasets, specializing in Microsoft Access and SQL Server.
In previous roles, Ms. Miller has overseen the development and management of the OPEN MINDS web site and promotional plans. She was responsible for several areas of the company’s marketing and customer outreach including design and administration for the company’s web site, coordinating the electronic distribution of the company’s e-publications, and providing technical support to customers. She has also directed the OPEN MINDS sales team and provided support for the company’s annual publications.
Ms. Miller is a Gettysburg native and studied accounting at Messiah College.
From Organizational Strategy To Marketing Strategy: How To Develop A Successful Marketing Plan In Sync With Your Future Vision
Breakout Session
A winning marketing plan is one of the basic business necessities that every health and human service organization needs – particularly in today’s changing market. However, creating a marketing plan can be a daunting task amidst the shifting environment. In this essential seminar, we will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals. The following key components will be discussed:
- Key steps to building a successful marketing strategy and comprehensive plans
- Essential components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
- Case studies on successful marketing plan development and implementation
Located at the Wyndham Hotel
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.
×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 Terry Fox 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, John Talbot, Ph.D., Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate,OPEN MINDS, 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.
Located at the Wyndham Hotel and Battlefield
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and 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.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot 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. 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.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and 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.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
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.
×Building The Next Generation Of Leaders: How To Develop The Leadership Team You Need For Success
Breakout Session
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 among younger generations. Organizations need to think in the long-term about how grow their talent pool from within, building an effective workforce that can grow into the managers and leaders needed to keep your organization successful in the future. Join us for this exciting discussion session focused on the keys to developing the next generation of leaders to ensure long-term organizational success. This session will include discussions on:
- How to cultivate an environment for growth, in which the professional, personal, and social needs of employees are met
- How to build workforce development plan to train and grow leaders from within your current talent pool
- How to create an engaged workforce that will grow with your organization
Located at the Wyndham Hotel
Joseph P. Naughton-Travers, EdM
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.
×Elizabeth Carey
President & Chief Executive Officer, Starr Commonwealth
Ms. Carey joined Starr Commonwealth in 2010 with almost two decades of experience in the field of social and human services. As Chief Executive Officer, Elizabeth provides visionary leadership and direction for the organization in a dynamic and evolving environment of serving children, youth, and communities. In her previous role as chief strategy officer, she helped shape the future of administrative functions and was guardian of the horizon for the strategic plan. She has a comprehensive professional background that includes social work, government relations, statewide and national association leadership and operations. She served as Executive Director of the Michigan Federation for Children and Families, a statewide organization located in Lansing, Michigan for nonprofit social service providers and most recently as Senior Vice President and Chief Operating Officer for the Alliance for Strong Families and Communities, based in Milwaukee, Wisconsin. She has contributed on local, state and national issues, boards and committees and presented all across the country on the issues and trends affecting nonprofit human service organizations. She earned both her undergraduate and graduate degrees in social work at Michigan State University, and began her career as a social worker in Michigan. She and her husband, Mike, reside in Jackson, Michigan and have two sons.
×John Sheehan, MBA, FACHE
President and Chief Executive Officer, Harbor Behavioral Health
John M. Sheehan currently serves as President/CEO for Harbor since August, 2013. Prior to joining Harbor he was a consultant for All Tier Health Care Consulting (2011-2013) working on health care integration projects for various organizations around the country. Mr. Sheehan served as Vice President of Behavioral Health Services for BayCare Health System (Clearwater, FL) from 2001 - 2011. In his position at BayCare, he reported to the System President and oversaw community and hospital based behavioral health operations which included 250 inpatient beds and 43 outpatient treatment sites covering 5 counties in west central Florida. Mr. Sheehan was responsible for the administration of programs with annual revenues of approximately $75 million and 800+ employees. John also has experience in being the Director of Case Management (Assertive Community Treatment) and as a federal grant writer.
Mr. Sheehan received his undergraduate degree from Florida State University and his Masters in Business Administration from the University of Phoenix. John holds a certification as a Six Sigma Green Belt and is an American College of Healthcare Executives Fellow.
John has over 20 years’ experience in the health and human services arena and has refined his knowledge, skills and abilities in the areas of defining and measuring clinical excellence, strategic planning, growth, operational performance and human resources management.
As the current President/Chief Executive Officer of Harbor, Mr. Sheehan has grown the company through a merger with Behavioral Connections of Wood County, expanding services to cover Lucas, Defiance, and Wood counties. His leadership has helped Harbor form a Joint Operating Company with ProMedica Health System in order to enhance care through a more integrated, coordinated healthcare model and meet growing community mental health needs. Mr. Sheehan is married to Bethany, they have three children Hannah, Jack and Gabrielle and grandchildren Lilly and Wyatt.
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Sustainability To Survive A Turbulent Market: A Strategy Discussion Session For Executives Of Small-Scale Provider Organizations
Workshop
Designed specifically for executives of small-scale provider organizations, this discussion session will focus on the tools and insights organizations need to strategically reposition themselves for sustainability in today’s changing health and human services environment. Come prepared to discuss the challenges facing your organization and hear from your fellow attendees about their strategies for sustainability.
Located at the Wyndham Hotel
The History Of The Gettysburg Lincoln Railroad Station - A Tour & Lecture With A Licensed Town Historian
Tour & Lecture
The stately Gettysburg Lincoln Railroad Station stands tall over downtown Gettysburg to tell the stories of a prosperous town ravaged by war and raised by the determination of its citizens.
Built in 1859 to serve as the western terminus of the Gettysburg Railroad line to Hanover, Pennsylvania; the station served as a field hospital, a departure point for thousands of soldiers, and a place of greeting for President Lincoln when he came to deliver his Gettysburg Address. Discover Gettysburg’s stories through special exhibits and tour with a local guide.
Learn more online at www.destinationgettysburg.com/members/historic-gettysburg-train-station.asp
Located at the Lincoln Railroad Station - Pre-registration is required
Lunch On Your Own
Networking
Have lunch at the Wyndhams's 1863 Restaurant or take the shuttle to the heart of Gettysburg and enjoy the local favorites.
Balancing Productivity With Value-Based Contracting: A New Leadership Challenge For A New Market
Breakout Session
Optimizing staff productivity is a key to sustainability in our current market. With the shift to value-based reimbursement, measuring an managing productivity has many new challenges. The increase in value-based care demands increased efficiencies and predictability in utilization and performance. For many clinical professionals there is a tension in balancing quality, value, and productivity. And the traditional measurements of productivity in terms of billable services is being replaced by measures that are tied to value. In this discussion session, we'll discuss how to align productivity and value in the changing health and human service landscape. The discussion will include:
- The alignment of productivity and value in the new reimbursement landscape
- How value-based care is creating new standards for productivity in the health and human service market
- How productivity is driving standardization, cost efficiencies, and creating capacity
Located at the GAR Building
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
The New Executive Strategy Role: Becoming The Agent Of Change For Your Organization
Breakout Session
The health and human service field is currently a "living laboratory" for change management—from newly empowered consumers, to rapid turnover of employees and leadership, and the increasingly difficult practice of “connecting the strategic dots” in the face of new tech, new competition, new financing systems, and new performance expectations. The requirements to keep up are changing so quickly, that the ability to thrive seems close to impossible for many leaders who are under the gun to deliver on value-based contracting. Change management is integral to all performance management—from identifying targets, setting goals, and managing a team with strong metrics. In this environment, the demand for leaders that can lead provider organizations through change management initiatives—“change agents”—is extremely high. In this session, we'll discuss why having a “change agent” mindset is key for health and human service executives to successfully position their organizations for the future. The session will include:
- Key competencies of a "change agent" leadership role
- Best practices and tactics for successfully managing change in a complex market
- Case studies on change management tactics utilized by executives to guide their organizations through change, and the challenges of managing in a turbulent market
Located at the Wyndham Hotel
Joseph P. Naughton-Travers, EdM
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.
×Luanne Welch
President & Chief Executive Officer, Easterseals UCP North Carolina & Virginia
Luanne Welch is the President and Chief Executive Officer of Easterseals UCP North Carolina & Virginia. Throughout her career, her passion has been helping children and adults living with disabilities and their families achieve better days and live their best possible life.
With more than 35 years of experience in the non-profit field, she and her teams have touched thousands of lives. A lifelong learner, Luanne’s breadth of knowledge is far-reaching. Luanne is skilled in program development, leadership talent development and market-centric strategy. Her expertise is reorganizing financially challenged organizations; bringing them to a stable, yet vibrant position and situating them for sustained growth.
In her five years at Easterseals UCP North Carolina & Virginia as well as her seven years at Easterseals South Florida, she facilitated turnarounds by recruiting and developing highly engaged and courageous board champions. Luanne works side-by-side with her board members, preparing them to make clear, tough decisions and encouraging them to take action. During her three-year tenure at Easterseals National Headquarters, she supported successful organization turnarounds of seven affiliates and facilitated strategic reorganization for two affiliates.
As an experienced non-profit leader, Luanne is a successful relationship builder across all stakeholders: staff, volunteers, donors, public and private payers, corporate leaders, provider networks and community influencers.
She serves on the National Easterseals Affiliate Leadership Council (ALC) and the National Easterseals Board’s Affiliate Relations Committee (ARC). She also serves on the Board of Trustees of Benchmarks NC, and is Board Secretary of i2i Center for Integrative Health. An NC State University graduate and an avid Wolfpack fan, Luanne resides in Raleigh with her husband Mike, is a proud mom to Joe and Carly, and delights in her role as “LuLu” to her grandson, Wells.
×Dyann Roth
President & Chief Executive Officer, Inglis
Prior to joining Inglis as President & CEO in 2017, Dyann was the Chief Executive Officer/President of RHD – a diversified human services not-for-profit based in Philadelphia, with more than 160 programs across 15 states supporting people with disabilities and other vulnerable populations. She began her association with RHD working part-time throughout high school and college. Beginning in 2008, Ms. Roth was selected for future executive leadership within RHD, and held significant operational roles until she was chosen as the next CEO in 2013. Ms. Roth and RHD helped more than 40 social entrepreneurs through the organization’s incubator, taking their not-for-profit ideas to reality. RHD’s programming focuses on intellectual and developmental disabilities, behavioral health, homelessness, addiction recovery and more. Under Dyann’s leadership, RHD was honored multiple times by the Philadelphia Business Journal as one of the city’s Best Places to Work.
“I am incredibly excited to have the opportunity to join the Inglis community and to learn from and work with the people Inglis supports each day to live as independently and fully as possible”, says Dyann.
Dyann received her Bachelor of Arts from Penn State University and her Masters of Science in Organizational Dynamics from the University of Pennsylvania.
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 Terry Fox 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, John Talbot, Ph.D., Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate,OPEN MINDS, 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.
Located at the Wyndham Hotel and Battlefield
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and 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.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot 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. 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.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and 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.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
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.
×The Complexity Challenge: How To Position Your Organization For Success In A New Era
Keynote Address
Complex environments require leaders to develop the structures and culture to enable adaptive response. Typically in times of change, leadership attempts to double down on hierarchical approaches and manage change from the top-down. This leads to a false sense of control for both managers and employees. Instead leaders need to run an organization with two parallel tracks. First, organizations must empower team members to take time to develop new business models and services lines based on their experience. Secondly, organizations must resist the idea that there are “winners” and “losers.” When team members are more concerned with failure than trying new innovations, orthodox business models remain. While these might return short-term wins, they will ultimately result in failure. In this closing keynote address, Monica E. Oss, Chief Executive Officer of OPEN MINDS will offer her perspective on the current state of the market for organizations serving complex consumer populations, discuss how executives can position their organization for success through a complexity leadership model, and share her advice for provider organizations as they build a strategy for long-term success in a competitive health and human service market.
Located at the Wyndham Hotel
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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