2021 Institute Agenda
Print-friendly Agenda
- Day One Monday September 20
- Day Two Tuesday September 21
- Day Three Wednesday September 22
- Day Four Thursday September 23
- Day Five Friday September 24
The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Improving Competitive Advantage In The Next Normal
Executive Summit
2020 and 2021 saw record numbers of mergers, acquisitions, and affiliations among organizations serving the complex consumer market. The big question: were those collaborations successful in improving competitive advantage? And, what are the 'tricks of the trade' in making collaboration work? Join us for a information-packed day with executives who are making it happen - and gain perspectives on how to best leverage collaborations for improving market position.
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.
×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.
Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management
Executive Seminar
As the health care industry addresses the aftermath of the COVID-19 disruption, board members and executives must collaborate on understanding the changing market and map a plan for recovery and sustainability. You must conduct a deep dive into the new challenges and opportunities for non-profit health and human service organizations and the changing role of the board in a time of competition and new business models. Learn how to update your board on the impacted landscape and the need for updated strategies for sustainability. Understand the conditions for the new “best practice board.” This means developing the skills to support modern health care in a value-based environment, developing the ability to preserve purpose and know when to redefine it, and perfecting the ability to monitor finance, business, compliance, and ethics.
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.
Kimberly Bond, MS, LMFT
Executive Vice President, OPEN MINDS
Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.
Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.
Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.
Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.
Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.
Executive Networking Breakfast
Networking
Welcome & Announcements Of The 2021 OPEN MINDS Survey
Welcoming
Keynote
Keynote Address
Angela L. Perri
Vice President, Strategic Alignment, Transformation, and Innovation , UPMC Health Plan
Angela L. Perri oversees the Business Transformation Office leading business alignment and strategy initiatives, planning and prioritization for key business efforts, multidisciplinary approaches for development and growth. She is the executive responsible for Organizational Performance and Project Management Office (PMO, Six Sigma, Business Engineers), Innovation tools, apps, and strategies, Digital Innovation and Development including telehealth and RxWell™ (mobile app), and UPMC’s Internal Proprietary Clinical Software including product development and management.
Angela has 25 years of experience in managed health care. Prior to joining UPMC Health Plan in 2018, she served in senior executive leadership roles for several Fortune 100 organizations including UnitedHealth Group (Optum), Centene Corporation, and Amerigroup (an Anthem Company). She has led product and program development, Medicare STARs programs, strategic planning, eHealth, business development and growth for Medicaid, Children’s Health Insurance Programs (CHIP), Medicare Advantage and Special Needs Plans including dually eligible individuals, and commercial products designing and implementing population health management programs for these MCOs/MBHOs in nearly all 50 states.
She is recognized nationally as an expert on population health program designs such as models of care for Persons with Intellectual and Developmental Disabilities (IDD), Foster Care (children), Managed Long Term Services and Supports (LTSS) and integrated behavioral health including the technology solutions supporting these strategies for value-based care efforts. Angela is a Juran Certified Six Sigma Black Belt: DMAIC, DMADV, Lean; a community advocate; and she serves on the Board of Directors for Allegheny Family Network; Board Member for The Pittsburgh Cultural Trust corporate circles board; is a graduate of Leadership Pittsburgh Inc. (LPXXXV); and is an Adjunct Professor at the University of Pittsburgh Graduate School of Public Health. She is passionately committed to serving the underserved in healthcare and education.
×Thought Leader With Keynote
Thought Leader Forum
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.
×
Maintaining Your Organization’s Culture In A Virtual Environment
Case Study
Kimberly Bond, MS, LMFT
Executive Vice President, OPEN MINDS
Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.
Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.
Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.
Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.
Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.
Executive Competencies For The “Next Normal”
Executive Roundtable
John F. Talbot, Ph.D.
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.
Motivating & Energizing Your Mid-Level Leaders
Best Practice "How-To"
How To Build A Strategy For Success: Evaluating & Assessing Risk
Breakout
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.
×Positioning For Success - General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg
Activity - 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. 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. (Limited to 44 participants)
Located at the Wyndham Hotel and Battlefield
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.
×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.
The Gettysburg Museum & Visitor Center Night At The Museum & Networking Reception
Networking Reception
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 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.
Start Your Day With Yoga!
Activity
*Meet At The Registration Desk At The Wyndham Gettysburg Hotel By 6:45am
Rejuvenate your creativity, focus, and mindfulness by starting your day with yoga. This class will wake you up and get you going for the rest of the day! (Limited to 20 participants)
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.
×Executive Networking Breakfast
Networking
The Future Of Managing Care For Consumers With An SMI—What Works
Keynote Address
The cornerstone of progressive interventions for this high-risk/high-need population is based in a “whole person” treatment strategy that encompasses medical, behavioral, pharmacy, social needs and caregiver collaboration and coordination. This session will review Sunshine Health Plan programs that are showing promising positive outcomes such as reduced use of acute/crisis care, better engagement with primary care that improves medical health outcomes and addresses high comorbidity issues, stabilized community-based living environment by addressing social needs for the enrolled Medicaid and Medicare members served.
Innovations to be presented include:
- A review of the behavioral health home program where members are assigned to a provider who has both PCP and behavioral health services integrated.
- An overview of the Long Acting Injectable (LAI) program with data that demonstrates reductions in ED, IP and increase in community based and medical services for members adherent on LAI.
- A discussion around our high-risk/high-need intensive case management program focused on facilitating care coordination, member/family/caregiver engagement and collaboration with treatment providers, social service providers, and community.
Carole Matyas
Vice President Operations, WellCare
Carole Matyas is the Vice President SMI Operations. She oversees the SMI Specialty Plan in Florida and has responsibility for overall operation of the program. Carole is accountable to assure the development of a fully integrated medical/behavioral program that is centered in whole person attention and care. She assists with representing the company externally to assure our members, providers and stakeholders have the information and support they need.
Carole has more than 30 years of behavioral health-related experience, with 20 of those years of experience in health plan operations. She joined WellCare in 2011 as VP Behavioral Health Operations at WellCare Corporate office. Previously she worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.
Carole has been recognized by Mental Health America and NAMI Texas for her dedication to mental health advocacy. Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.
×Thought Leader Discussion Session With Carole Matyas, Vice President, WellCare/Centene
Thought Leader Forum
Join us for a follow-up session with our keynote speaker Carole Matyas, Vice President, WellCare/Centene. Use this time to ask questions and continue the morning’s discussion.
Carole Matyas
Vice President Operations, WellCare
Carole Matyas is the Vice President SMI Operations. She oversees the SMI Specialty Plan in Florida and has responsibility for overall operation of the program. Carole is accountable to assure the development of a fully integrated medical/behavioral program that is centered in whole person attention and care. She assists with representing the company externally to assure our members, providers and stakeholders have the information and support they need.
Carole has more than 30 years of behavioral health-related experience, with 20 of those years of experience in health plan operations. She joined WellCare in 2011 as VP Behavioral Health Operations at WellCare Corporate office. Previously she worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.
Carole has been recognized by Mental Health America and NAMI Texas for her dedication to mental health advocacy. Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.
×Jim Fiorenzo, MBA
Senior Associate, OPEN MINDS
James Fiorenzo, MBA, brings more than 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 more than $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 and 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 more than 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.
×
A Customer-Centric Mindset: From the Consumers & Payers Perspective
Best Practice "How-To"
Succession Planning: Ensuring Your Organization Is Positioned For The Future
Case Study
Jim Fiorenzo, MBA
Senior Associate, OPEN MINDS
James Fiorenzo, MBA, brings more than 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 more than $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 and 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 more than 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.
×
Women In Leadership: An Open Discussion On The Challenges & Opportunities
Forum
Kimberly Bond, MS, LMFT
Executive Vice President, OPEN MINDS
Kimberly Bond, MS, LMFT, brings more than 30 years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.
Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.
Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.
Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12 million in annual revenue to more than $100 million and becoming one of the largest providers of behavioral health services in California. In this role, Ms. Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.
Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.
Casey Miller
Chief Operating Officer, 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 Chief Operating Officer 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.
Meena Dayak
Executive Vice President, OPEN MINDS
Meena Dayak brings more than 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.
Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.
Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.
Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copywriter for O’Connell Meier in Alexandria, VA.
Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an Master's Degree in Public Communications from the American University, Washington D.C.
Lessons Learned During The Pandemic-The Payers Perspective
Executive Roundtable
John F. Talbot, Ph.D.
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.
Strategic Decision-Making In Times Of Change - Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line
Activity - 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. 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. (Limited to 44 participants)
Located at the Wyndham Hotel and Battlefield
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.
×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.
×Executive Networking Reception
Networking
Walk The Battlefield With Author & Retired U.S. Army Colonel Jeffrey McCausland
Battlefield Walk
*Meet At The Registration Desk At The Wyndham Gettysburg Hotel By 6:25am
Jeffrey D. McCausland, Ph.D.
Author, Visiting Professor Dickinson College
Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.
In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)
He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.
Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.
He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.
During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.
Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.
He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.
Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.
He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.
Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.
×Executive Networking Breakfast
Networking
What Can Modern Leaders Learn From Leadership During The Battle Of Gettysburg?
Keynote
The Battle of Gettysburg has long been viewed as the turning point of the American Civil War. Over 170,000 Union and Confederate soldiers engaged in this struggle and roughly 25 percent were casualties after three days. But the battle and the battlefield has a long-standing place in the American political psyche - even today.
The current relevance of this chapter in American history has made the leadership at Gettysburg a subject of much discussion and debate. And, in this intriguing keynote you’ll learn how such an iconic event provides contemporary leaders a superb opportunity to examine enduring leadership principles, including:
- Leading under pressure and stress
- Making tough decisions
- Anticipating and responding to the 'unexpected'
You will learn these principles through the lenses of military officers such Lee, Stuart, Meade, and many others.
Whether or not you visit the Gettysburg battlefield during the OPEN MINDS Executive Leadership Retreat, this keynote’s historic lessons will have a profound influence on not only your leadership abilities, but also your life, organizations, and career.
Following the Keynote, Dr. McCausland will sign copies of his recent book Battle Tested!: Gettysburg Leadership Lessons for 21st Century Leaders.
Jeffrey D. McCausland, Ph.D.
Author, Visiting Professor Dickinson College
Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.
In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)
He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.
Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.
He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.
During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.
Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.
He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.
Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.
He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.
Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.
×Thought Leader Discussion Session With Jeffrey D. McCausland, Ph.D., Author, Visiting Professor Dickinson College & Co-Author Colonel Tom Vossler
Thought Leader Forum
Join us for a follow-up session with our keynote speaker Jeffrey D. McCausland, Ph.D., Author, Visiting Professor Dickinson College and Co-Author Colonel Tom Vossler. Use this time to ask questions and continue the morning’s discussion.
Jeffrey D. McCausland, Ph.D.
Author, Visiting Professor Dickinson College
Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.
In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)
He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.
Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.
He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.
During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.
Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.
He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.
Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.
He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.
Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.
×Tom Vossler
Co-Author, Battle Tested! Gettysburg Leadership Lessons For 21st Century Leaders
Co-Author Colonel Tom Vossler, U.S. Army (Retired) served thirty years active military service in the U.S. Army to include command of an infantry platoon in combat during the Vietnam War and a 1,200 man infantry-armor task force in Germany in the mid-1980.s Since retiring in 1998, Tom has worked as a Federally examined and Licensed Battlefield Guide at Gettysburg where he specializes in battlefield studies and leadership seminars for national and international military units and civilian corporations. Additionally, Tom conducts on an annual basis upwards of fifty Gettysburg battlefield tours for individuals, families and youth groups.
For the past ten years, Tom has served as the leading historian for Jeff McCausland’s Diamond6 Leadership and Strategy, LLC. on American Civil War battlefields at Gettysburg, Antietam, and Manassas. The book which they’ve collectively put forward is the culmination of ten years of leadership seminars conducted "on the field" with various and disparate groups of high achievers.
Tom is the co-author of two previous books on the 1863 battle at Gettysburg (one in the second edition) and one book on the 1862 battle of Antietam at Sharpsburg, Maryland. His television credits include participation in historical documentary programs appearing on The History Channel, The Discovery Channel, C-SPAN3, and the Pennsylvania Cable Network.
×Jim Fiorenzo, MBA
Senior Associate, OPEN MINDS
James Fiorenzo, MBA, brings more than 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 more than $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 and 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 more than 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.
×Book Signing With Jeffrey D. McCausland, Ph.D. Founder & CEO, Diamond6, Leadership & Strategy, LLC
Book Signing
Jeffrey D. McCausland, Ph.D.
Author, Visiting Professor Dickinson College
Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.
In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)
He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.
Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.
He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.
During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.
Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.
He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.
Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.
He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.
Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.
×Tom Vossler
Co-Author, Battle Tested! Gettysburg Leadership Lessons For 21st Century Leaders
Co-Author Colonel Tom Vossler, U.S. Army (Retired) served thirty years active military service in the U.S. Army to include command of an infantry platoon in combat during the Vietnam War and a 1,200 man infantry-armor task force in Germany in the mid-1980.s Since retiring in 1998, Tom has worked as a Federally examined and Licensed Battlefield Guide at Gettysburg where he specializes in battlefield studies and leadership seminars for national and international military units and civilian corporations. Additionally, Tom conducts on an annual basis upwards of fifty Gettysburg battlefield tours for individuals, families and youth groups.
For the past ten years, Tom has served as the leading historian for Jeff McCausland’s Diamond6 Leadership and Strategy, LLC. on American Civil War battlefields at Gettysburg, Antietam, and Manassas. The book which they’ve collectively put forward is the culmination of ten years of leadership seminars conducted "on the field" with various and disparate groups of high achievers.
Tom is the co-author of two previous books on the 1863 battle at Gettysburg (one in the second edition) and one book on the 1862 battle of Antietam at Sharpsburg, Maryland. His television credits include participation in historical documentary programs appearing on The History Channel, The Discovery Channel, C-SPAN3, and the Pennsylvania Cable Network.
×Blending Organizational Cultures After A Merger Or Acquisition
Case Study
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 Resilience Advantage: Personal Resiliency Tools For Optimal Performance
Breakout
Leading In Times Of Uncertainty - Generals Lee & Longstreet At Pickett’s Charge: The High-Water Mark Of The Confederacy
Activity - 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. 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. (Limited to 44 participants)
Located at the Wyndham Hotel and Battlefield
Terry G. Fox
Licensed Battlefield Guide, Gettysburg
Terry Fox is a sixth-generation resident of Gettysburg, Pennsylvania, and a battlefield guide emeritus with Gettysburg National Military Park. He taught American History in the public schools for 33 years, serving as department head and as a member of the Carnegie Foundation for teaching American History. Since his retirement he has taught as an adjunct professor at Gettysburg College and at the Johns Hopkins University School of Education. He has presented leadership seminars for U.S. Air Force chief master sergeants as well as employees of the U.S. Secret Service, Drug Enforcement Administration, and Immigration and Customs Enforcement, in addition to teaching in Johns Hopkins’ Police Executive Leadership program. He earned his undergraduate and graduate degrees from Shippensburg College.
×John F. Talbot, Ph.D.
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.
Closing Keynote
Keynote
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.
×The New CFO Challenge: An OPEN MINDS Seminar On Keeping Your Cost In Sync With Your Rates In A Changing Market
Executive Seminar
Managing for profitability as your organization shifts to value-based reimbursement is the new key to sustainability. A reimbursement model that rewards outcomes instead of inputs requires changes to your C-suite perspectives, operations, and the roles of the traditional care team. It changes the role of the chief financial officer from steward of operations to architect of a stronger, more modern care delivery system. Explore the new roles of the finance department. Do a deep dive into the ins and outs of unit pricing, episode bundling, flexible budgeting, and determination of financial risk tolerances. Learn all you need to know about value-based contract negotiation and evaluation of market opportunities—from those that minimize risk to the ones that catalyze rapid growth.
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.
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.