Institute Agenda


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Day One Monday September 14
Day Two Tuesday September 15
Day Three Wednesday September 16
Day Four Thursday September 17
8:00 am - 4:00 pm

The OPEN MINDS Health Plan Partnership Summit: A Guide To Developing & Negotiating Partnership Agreements With Health Plans

Executive Summit

Sponsored by The Value Based Care for Behavioral Health Online Community powered by carelogic

The health and human service market is facing many new challenges – increased competition for care coordination contracts, more value-based reimbursement, and the changing role of technology. For provider organization executives, this market shift requires the development of new partnerships with health plans and new business models for sustainability. But the question many executives are asking themselves is: How? We will explore the answer to that question in this engaging summit designed to help executives understand the needs of payers, reframe the services of typical provider organizations into “solutions” for health plans, negotiate agreements with payers and build mutually beneficial partnerships with payers in their market.

This summit’s agenda will include informative case studies with experienced executives, thought leader discussions, and time for interactive dialogue with attendees.

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

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9:00 am - 12:00 pm

Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Executive Seminar

Sponsored by Streamline Healthcare Solutions

As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in to support the organization and deliver a competitive advantage? How much to spend on technology infrastructure? Who is responsible for technology purchasing, technology implementation, and technology optimization? These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we’ll cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:

  • How to develop a technology strategy that aligns with your organization’s strategic plan
  • How to establish a technology budget that allows your organizations to meet its strategic goals
  • How to apply best practices in technology selection, implementation, and optimization

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.

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1:00 pm - 4:00 pm

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar

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

Timothy Snyder, Jr.

Executive Vice President, Marketing, OPEN MINDS

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

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

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

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Rob Hickernell, MBA

Senior Associate, OPEN MINDS

Rob Hickernell, M.B.A. brings over 20 years of web site development and maintenance, digital marketing and reporting, data analytics, and conversion attribution experience to the OPEN MINDS team. Mr. Hickernell currently serves as a Senior Associate, leading projects related to website development and maintenance, digital marketing, website reporting, data analytics and conversion attribution and web site optimization, acquisition and retention.

Prior to joining OPEN MINDS Mr. Hickernell served as a Digital Marketing and Strategy Consultant for Live Oak Associates, LLC. In this role, Mr. Hickernell served as a consultant and advisor to digital B2B and B2C companies, creating and executing digital marketing strategies (search, social, mobile) by using data insights and analysis to solve business challenges.

Prior to serving as Digital Marketing and Strategy Consultant for Live Oak Associates, LLC, Hickernell served as Vice President, Search for AOL, Inc. in Dulles, VA. In this role Mr. Hickernell was responsible for strategic partnership management (Google, Bing), business development, revenue growth and data analytics of AOL’s search business which incorporates web/site search and content distribution across global web and mobile properties.

Previously, Mr. Hickernell served as the Director/ Sr. Director of Product Management for AOL, Inc. During his tenure Mr. Hickernell was the product marketing leader of AOL Search with focus on marketing partnerships, analytics and site optimization to drive revenue and traffic growth.

Mr. Hickernell has also served in a variety of other roles with AOL, Inc. including Principal Business Planning Manager, Program Director and Sr. Program Director. Mr. Hickernell received his Master of Business Administration with a concentration in marketing from the University of Baltimore, Merrick School of Business in Baltimore, Maryland. He earned his Bachelor of Science in Business Administration with a concentration in management from Towson State University in Baltimore, Maryland

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7:30 am - 8:30 am

Registration & Executive 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.


8:30 am - 9:00 am

Welcome & Announcement Of The 2020 OPEN MINDS Survey: Trends In Specialty Provider Organization Executive Compensation & Retention

Opening Plenary

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 three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.

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9:00 am - 10:00 am

"How Ike Led"

Keynote Address


10:15 am - 11:30 am

Keys to Making Your New CEO A Successful CEO: Ensuring A Successful Transition 

Breakout Session

Whether the new CEO is hired from the outside or promoted from within, one-third to one-half of new chief executives fail within their first 18 months, according to experts. The stakes are high not only for the incoming CEO, but for the organization’s stability and the board of directors.

This session will focus on the keys to ensuring a successful transition including:

  • Planning for the transition
  • Best practices for implementing a transition plan
  • How to redirect organizational priorities while at the same time, honoring the former CEO’s legacy

Leon M. Hoover, MSW

Senior Associate, OPEN MINDS

Leon M. Hoover, MSW, has more than 20 years of experience in the health care and financial services fields.    He brings executive expertise in organizational strategy and turnarounds, in performance management, and strategy development and implementation.

Prior to joining OPEN MINDS, Mr. Hoover served as the Chief Executive Officer for Kings View Corporation, responsible for $14 million in revenue growth over the course of ten years.  At Kings View, he expanded the organization’s service line strategy and developed the executive team and infrastructure for the expansion.   In addition, Mr. Hoover worked with the Kings View team to create a new approach – and new tools – for performance measurement and management.     He was accountable to the Kings View board for the successful clinical and financial performance of the organization.

Prior to joining Kings View, Mr. Hoover served as the Vice President of Pennsylvania and Mid-Atlantic States for Everence, a faith-based financial services organization.   In this role, Mr. Hoover was responsible for regional operations, staffing, marketing, and sales.   He led the regional sales strategy and sales management, with forty-five independently contracted and employed financial advisors.   He was responsible for annual sales of over $70 million.

Before his work with Everence, Mr. Hoover was the Executive Director of Advantage Behavioral Health, a provider-owned and provider-operated for-profit managed behavioral health company.   In this role, he worked with the provider organization owners to identify market opportunities and develop contracts with health plans.    Mr. Hoover was also responsible for the management of the risk-based capitated behavioral health contracts, with operations in over thirty counties throughout Pennsylvania with contracts covering 230,000 members.

Mr. Hoover received his Masters in Management of Business Administration degree in 1996 and his Masters of Social Work degree in 1981.  Most recently, Mr. Hoover became a Certified Interim Executive Professional from the Third Sector Interim Executive Academy in April 2019.

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Amanda Nugent Divine, MS, LMFT

Chief Executive Officer, Kings View Corporation

Amanda Nugent Divine is the Chief Executive Officer for Kings View Behavioral Health Corporation. She holds a bachelor’s degree in Sociology, a Master of Science degree in Clinical Psychology, a Master of Arts degree in Media Psychology and has just achieved her ABD for her PhD in Psychology with a focus in Media and Technology. Amanda is licensed as a marriage and family therapist in the state of California and a licensed professional counselor in the state of Texas. She has extensive experience serving as a Clinical Director in both mental health and substance use disorder treatment settings, working with Tribal communities and teaching The Psychology of Marriage and Family as adjunct faculty for Sierra College. Amanda is also an Expert Consultant for the California Board of Behavioral Sciences licensing board.

Amanda attended university on a theater scholarship. She worked in the film industry as an actress, writer, producer, director for ten years in Los Angeles before meeting her husband Eric in Northern, California. Amanda loves spending time outdoors hiking with her family and her two Labradors and traveling to remote corners of the world.

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Thought Leader Discussion & Book Signing With Susan Eisenhower

Breakout Discussion


11:30 am - 12:30 pm

Day 1 Keynote

Keynote Address

John Lovelace

President, UPMC For You

John Lovelace holds several positions within the UPMC Insurance Services Division, through which he oversees the government health program lines of business with UPMC.  This includes the managed Medicaid programs, managed long-term services and supports, Children’s Health Insurance Program, Medicare and Medicare Special Needs Programs, individual medically underwritten coverage and the operations of federally facilitated marketplace operations.  He has been associated with UPMC insurance services for more than twenty years.

John serves on a variety of local, regional and national boards, including the Association for Community Affiliated Plans, which he serves as Board Chair; Medicaid Health Plans of America; and the National Managed Long-Term Services and Supports Health Plan Association.

He speaks nationally on key issues affecting publicly financed health care programs, with emphasis on people with disabilities and social determinants of health.  More locally, his advocacy efforts are focused on disabilities, services for women and children and behavioral health.

Mr. Lovelace holds graduate degrees in Rehabilitation Counseling from the State University of New York at Buffalo, as well as in Information Services from the University of Pittsburgh.

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12:45 pm - 2:15 pm

Lunch On Your Own

Networking

The institute hotel is located in Gettysburg, steps away from many local favorite restaurants. Stop by the registration desk for a listing of restaurants.


2:30 pm - 3:45 pm

Thought Leader Session With John Lovelace, President, UPMC For You

Breakout Session

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 three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. 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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John Lovelace

President, UPMC For You

John Lovelace holds several positions within the UPMC Insurance Services Division, through which he oversees the government health program lines of business with UPMC.  This includes the managed Medicaid programs, managed long-term services and supports, Children’s Health Insurance Program, Medicare and Medicare Special Needs Programs, individual medically underwritten coverage and the operations of federally facilitated marketplace operations.  He has been associated with UPMC insurance services for more than twenty years.

John serves on a variety of local, regional and national boards, including the Association for Community Affiliated Plans, which he serves as Board Chair; Medicaid Health Plans of America; and the National Managed Long-Term Services and Supports Health Plan Association.

He speaks nationally on key issues affecting publicly financed health care programs, with emphasis on people with disabilities and social determinants of health.  More locally, his advocacy efforts are focused on disabilities, services for women and children and behavioral health.

Mr. Lovelace holds graduate degrees in Rehabilitation Counseling from the State University of New York at Buffalo, as well as in Information Services from the University of Pittsburgh.

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Knowing When It's Time To Leave: When & How Executives Should Exit

Breakout Session

Deciding when to leave is never easy. Although CEOs leave organizations for many reasons, different situations call for different approaches to exiting. Once you determine that you are resigning, it is critical to exit in a way that’s good for you personally and the organization you’re leaving.

This session will include discussions on:

  • Determining when to resign
  • Planning your exit strategy
  • Former CEOs exit plans & strategies

Leon M. Hoover, MSW

Senior Associate, OPEN MINDS

Leon M. Hoover, MSW, has more than 20 years of experience in the health care and financial services fields.    He brings executive expertise in organizational strategy and turnarounds, in performance management, and strategy development and implementation.

Prior to joining OPEN MINDS, Mr. Hoover served as the Chief Executive Officer for Kings View Corporation, responsible for $14 million in revenue growth over the course of ten years.  At Kings View, he expanded the organization’s service line strategy and developed the executive team and infrastructure for the expansion.   In addition, Mr. Hoover worked with the Kings View team to create a new approach – and new tools – for performance measurement and management.     He was accountable to the Kings View board for the successful clinical and financial performance of the organization.

Prior to joining Kings View, Mr. Hoover served as the Vice President of Pennsylvania and Mid-Atlantic States for Everence, a faith-based financial services organization.   In this role, Mr. Hoover was responsible for regional operations, staffing, marketing, and sales.   He led the regional sales strategy and sales management, with forty-five independently contracted and employed financial advisors.   He was responsible for annual sales of over $70 million.

Before his work with Everence, Mr. Hoover was the Executive Director of Advantage Behavioral Health, a provider-owned and provider-operated for-profit managed behavioral health company.   In this role, he worked with the provider organization owners to identify market opportunities and develop contracts with health plans.    Mr. Hoover was also responsible for the management of the risk-based capitated behavioral health contracts, with operations in over thirty counties throughout Pennsylvania with contracts covering 230,000 members.

Mr. Hoover received his Masters in Management of Business Administration degree in 1996 and his Masters of Social Work degree in 1981.  Most recently, Mr. Hoover became a Certified Interim Executive Professional from the Third Sector Interim Executive Academy in April 2019.

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No Place Like Home: The Benefits Of A Remote Workforce Program

Breakout Session

When talking about the benefits of a remote workforce, focus is most often placed on the benefits for employees. However, employers are realizing tremendous benefits from these models. In this session, Peggy Terhune, President and CEO of Monarch will share how Monarch saved $8 million over 8 years implementing a remote workforce for administrative and many clinical positions while increasing employee satisfaction. She will discuss their success with this model including why it works and tips for successfully implementing a remote workforce.

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.

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Peggy S. Terhune, Ph.D.

President Chief Executive Officer, Monarch

Dr. Peggy Terhune has served at the helm at Monarch since June 1995. As President and Chief Executive Officer she oversees Monarch's large, statewide network of services for individuals with intellectual and developmental disabilities, mental illness and substance use disorders, serving nearly 30,000 North Carolinians each year.

Under Peggy's leadership, Monarch has implemented evidence-based and best practices in all areas, has successfully added numerous services, enhanced community integration, improved customer satisfaction, reduced turnover, and has effectively developed programs to serve consumers with multiple disabilities. She has grown the agency significantly, in part, due to the excellence of the supports offered. She diligently pursues her methodology to
incorporate continuous improvement within the organization. Peggy has served as an advocate for people with disabilities for more than 40years and she has often been invited to present at national conferences and technical workshops across the country, particularly on emerging practices that are used at Monarch. She has also served as an adjunct faculty member at Rochester Institute of Technology, Strayer University and is currently teaching at Wingate University.

She is a founding board member of the North Carolina Providers Council and past president of the National Conference of Executives of the Arc. Additionally, Peggy was appointed to the N.C. Department of Health and Human Services Waiver Advisory Committee (DWAC) and has been appointed twice to the N.C. Commission on Mental Health, Developmental Disabilities, and Substance Abuse Services. She is also a board member of the N.C. Council of Developmental Disabilities and was appointed twice by the Governor. Peggy is a past member and officer of the Board of Directors for the National Alliance on Mental Illness (NAMI) North Carolina and former member of the Benchmarks' Board of Trustees.

Peggy is the recipient of numerous regional and national leadership awards. In 2016, she was the first­ ever recipient of the Distinguished Professional Award in Diversity and Cultural Competency by The National Conference of Executives (NCE) of The Arc. The award recognizes leaders from The Arc's national network of nearly 700 chapters that provide innovative programs that meet the needs of the diverse I/DD community.

A graduate of Indiana University, Peggy received a Bachelor of Science degree in Occupational Therapy, she earned a Master of Business Administration (MBA) degree from Rochester Institute of Technology, and a Ph.D. in Curriculum and Teaching with a concentration in Cultural Studies/Human Development/Families from The University of North Carolina at Greensboro. She is culturally competent, and her competencies include a wide range of clinical and administrative skills.

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2:30 pm - 5:30 pm

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

Battlefield

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, Jim Fiorenzo, MBA, 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.

Jim Fiorenzo, MBA

Senior Associate, OPEN MINDS

James Fiorenzo, MBA, brings over 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing over $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy & Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy and clinical services with over 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

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7:00 pm - 9:00 pm

Night At The Museum

Networking


8:30 am - 9:30 am

Registration & Executive 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.


9:30 am - 10:45 am

The Mission/Margin Balancing Act

Breakout Session

Toni Pergolin

President & Chief Executive Officer, Bancroft NeuroHealth

Toni Pergolin is a highly regarded strategic leader with acute financial acumen who has
successfully grown companies organically and through mergers and acquisitions.

Currently serving as President and CEO of Bancroft, one of the largest human services providers in New Jersey and the Greater Philadelphia region, she has more than doubled the size of the company in ten years. Her ability to lead nonprofit organizations with a focus on delivering excellence with a healthy margin has resulted in a decade of profitable returns enabling reinvestment in the organization’s mission.

She was selected as one of the 50 most influential people in South Jersey by South Jersey Biz in 2015, won the SmartCEO Cornerstone Award 2015, was among The Who’s Who in Healthcare in South Jersey in 2017 and SJ Magazine Women of Excellence in 2019.

Pergolin received the Campbell Soup Extraordinary Leadership Award and was awarded the first Corporate/Business Award by Maria's Women United. She has been recognized for her leadership in many publications including SmartCEO Magazine, Philadelphia Business Journal, SNJ Business People, SJ Biz, Main Line Today and received recognition for advancing women's equality. Most recently she received the Women of Excellence Award for Business Excellence by SJ Magazine.

She currently serves as the Chairwoman for Peirce College and as a director on the boards of
Fulton Bank and South Jersey Chamber of Commerce. She also is a member of the FPA Wealth Management Advisory Board.

Prior to joining Bancroft, she worked at the University of Pennsylvania Health System for 14 years in various positions, including Chief Financial Officer for Pennsylvania Hospital. She received her undergraduate degree in accounting from Pennsylvania State University and her master's in health administration from Saint Joseph's University.

Pergolin’s first book, Too Important to Fail: Leadership Lessons for Nonprofits comes out in
January 2020.

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10:00 am - 11:15 am

Building Your Direct Care Workforce: From Physician To Home Care Staff

Breakout Session

Direct care workers have rewarding but difficult jobs. As a result, turnover rates are high and recruitment and retention of these workers is an on-going challenge. In addition, there is increasing demand for direct-care services and the need for these workers is beginning to reach a crisis stage.

Highlights of this session include:

  • Best practices for finding and nurturing talent
  • Beating out the competition for direct care staff
  • Case study presentations from organizations demonstrating success in building a direct care workface.

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

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11:30 am - 12:30 pm

Day 2 Keynote

Keynote Address

Mark Mishek

President & Chief Executive Officer, Hazelden Betty Ford Foundation

Mark G. Mishek is a Minnesota native with extensive executive-level experience in health care. Mishek was named President and CEO of Hazelden in August 2008 by the Hazelden Board of Trustees and officially assumed this role in November 2008. With the merger of Hazelden and the Betty Ford Center in February 2014, Mishek became President and CEO of the newly-formed Hazelden Betty Ford Foundation.

Mishek's career in health care spans 30+ years. He came from the Allina Hospitals & Clinics system, where he held various senior positions, including President of United Hospital of St. Paul, Executive Vice President for Law & Public Affairs and General Counsel, and Corporate Secretary.

The Hazelden Betty Ford Foundation is an outstanding organization with a rich legacy and a bright future," said Mishek. "I am honored and grateful each day to lead such a highly respected, mission-driven company. Our organization truly is an international leader in helping people sustain lifelong recovery to addiction to alcohol and other drugs. I'm excited to continue to build upon our strong foundation, started over 60 years ago, to assure that the message of hope and recovery reaches the broadest possible audience.

Mishek earned a B.A. degree with high honors from the University of Minnesota and a J.D. degree with honors from the University of Minnesota Law School. He is the former chair of the St. Paul Area Chamber of Commerce. He is a past board member of Portico Healthnet, Capital City Partnership and ClearWay Minnesota.

He lives with his family in St. Paul and is in long-term recovery from the disease of addiction.

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12:45 pm - 2:15 pm

Lunch On Your Own

Networking

The institute hotel is located in Gettysburg, steps away from many local favorite restaurants. Stop by the registration desk for a listing of restaurants.


2:30 pm - 3:45 pm

Thoughtleader Session With Keynote

Breakout Session

Jim Fiorenzo, MBA

Senior Associate, OPEN MINDS

James Fiorenzo, MBA, brings over 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing over $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy & Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy and clinical services with over 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

×

Mark Mishek

President & Chief Executive Officer, Hazelden Betty Ford Foundation

Mark G. Mishek is a Minnesota native with extensive executive-level experience in health care. Mishek was named President and CEO of Hazelden in August 2008 by the Hazelden Board of Trustees and officially assumed this role in November 2008. With the merger of Hazelden and the Betty Ford Center in February 2014, Mishek became President and CEO of the newly-formed Hazelden Betty Ford Foundation.

Mishek's career in health care spans 30+ years. He came from the Allina Hospitals & Clinics system, where he held various senior positions, including President of United Hospital of St. Paul, Executive Vice President for Law & Public Affairs and General Counsel, and Corporate Secretary.

The Hazelden Betty Ford Foundation is an outstanding organization with a rich legacy and a bright future," said Mishek. "I am honored and grateful each day to lead such a highly respected, mission-driven company. Our organization truly is an international leader in helping people sustain lifelong recovery to addiction to alcohol and other drugs. I'm excited to continue to build upon our strong foundation, started over 60 years ago, to assure that the message of hope and recovery reaches the broadest possible audience.

Mishek earned a B.A. degree with high honors from the University of Minnesota and a J.D. degree with honors from the University of Minnesota Law School. He is the former chair of the St. Paul Area Chamber of Commerce. He is a past board member of Portico Healthnet, Capital City Partnership and ClearWay Minnesota.

He lives with his family in St. Paul and is in long-term recovery from the disease of addiction.

×

Non-Profit Board Appointments: To Pay Or Not To Pay?

Breakout Session

Nonprofit organizations often wrestle with the question of whether or not they should compensate board members. Those who believe they should be compensated and those who believe they should not, both have valid arguments. Join us for a debate between OPEN MINDS Senior Associates on “To Pay Or Not To Pay”, hear why they are for and against compensation and come prepared to voice your opinion!

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.

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2:30 pm - 5:30 pm

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

Battlefield

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, Joseph Naughton-Travers 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.

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.

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4:15 pm - 5:30 pm

Attracting Board Members For The New Value-Based Health Care Landscape: Finding The Right Talent & Experience

Breakout Session

With the health care industry moving toward value-based reimbursement models, the role of governance boards is changing. Organizations need to attract board members that are not only business savvy and strategic, but are familiar with the major economic and regulatory forces affecting the market and are aware of the resources and risks needed to meet the organization's mission while remaining competitive.

This session will focus on:

  • The role of an effective board in a value-based market
  • Best practices for recruiting the right board members
  • Effective board management for creating a competitive advantage

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

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6:00 pm - 7:00 pm

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.


7:30 am - 8:30 am

Registration & Executive 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.


8:30 am - 9:45 am

Making Change Happen: Organizational Strategies For Managing In A Rapidly Changing Market

Breakout Session

The health and human service field is in a flux and changing rapidly- from newly empowered consumers, to high turnover among employees and leadership, 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.  In this session, we will discuss strategies for change management initiatives that will allow organizations to successfully position themselves for the future.

The session will include:

  • Best practices and tactics for successfully managing change
  • Tools and insights organizations need to strategically reposition themselves for sustainability
  • Case studies on change management tactics utilized by executives to guide their organizations through in this enviroment

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.

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9:00 am - 12:00 pm

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

Battlefield

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.

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.

×

11:30 am - 12:30 pm

Strategy For A Changing Market: What’s Your Next Money Maker?

Breakout Session

Executives can’t remain complacent with the status quo.-they  need to identify profitable new services to meet the challenges and opportunities in today’s market to remain competitive.  In this session, we will review everything you need to know about developing a “money maker,” including:

  • Establishing criteria for considering new services
  • Evaluating opportunities
  • Strategies for integration of new service lines to ensure existing services are not disrupted

Jim Fiorenzo, MBA

Senior Associate, OPEN MINDS

James Fiorenzo, MBA, brings over 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing over $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy & Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy and clinical services with over 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

×

12:30 pm - 2:00 pm

Lunch On Your Own

Networking

The institute hotel is located in Gettysburg, steps away from many local favorite restaurants. Stop by the registration desk for a listing of restaurants.


2:00 pm - 3:15 pm

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

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.

×

Know Your Organization Ratings: What’s Being Measured, Why It Matters, and Who’s Paying Attention

Breakout Session

Online reviews for healthcare providers are on the rise. Medicare has its Star Ratings. Other organizations rank “best of” provider organizations. Yelp even has healthcare ratings. These ratings and rankings may not always be the best to identify an individual provider’s skill, decision making, or outcomes, but they do provide useful information to the health care consumer in evaluating wait times, ease of access, and other factors of importance to the consumer. As a provider of services, these results can be used as a feedback mechanism to improve an organization and overall, help to provide better care.

This session will focus on:

  • Identifying the rating systems that can have an impact on organizations
  • Managing your organization’s ratings
  • Why your organization’s ratings or matter

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

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3:30 pm - 4:30 pm

Closing Keynote

Keynote Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. 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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