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2022 Institute Agenda

8:00 am – 4:30 pm ET

The OPEN MINDS Care Innovation Summit

Summit

During the OPEN MINDS Care Innovation Summit, you can get an overview of the trends driving innovation in the health and human service market, a review of the OPEN MINDS strategic framework for launching sustainable treatment programs, and a deep dive with case study presentations on cutting-edge new clinical programs to ensure that consumers have access to the right services and supports at the right time.

Sandra Stein, M.D.

Coming Soon…

Carol Clayton, PhD

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.


9:00 am – 12:30 pm ET

Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization

Executive Seminar

Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to evolve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a major investment and choosing the right system (or keeping the wrong system) can make or break any organization.
This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or the upgrade of a system that isn’t delivering the functionality needed for sustainability. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

  • A best practice model for assessing the tech functionality your organization needs for future success.
  • Steps for vetting vendors and their products and services.
  • Budgeting for EHR software and implementation.
  • Ensuring best value and performance in contract negotiating.

This Executive Seminar will be presented virtually September 29, from 1:00 p.m. – 3:00 p.m. ET

Joseph P. Naughton-Travers, EdM

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.

Sharon Hicks, MBA, MSW

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

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

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

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

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


1:00 pm – 4:00 pm ET

How To Develop A New Service Line: An OPEN MINDS Seminar On Building A Diversification Strategy & Conducting A Feasibility Analysis

Executive Seminar

In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services as well as to develop new services to meet the challenges in the changing market including being more financially viable and relevant to consumers. In this exciting session, we will review everything you need to know about developing a new service line starting with analyzing your current service lines to determine strategic options for diversification. Executive attendees will learn how to:

  • Create a structured approach for selecting new services for your organization while ensuring they are financially sustainable
  • Develop a costing model for launching new services
  • Create a structured service line feasibility analysis and development process

This Executive Seminar will be presented virtually October 13, from 1:00 p.m. – 3:00 p.m. ET

Joseph P. Naughton-Travers, EdM

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.

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty 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, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

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 $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, 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 Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


4:30 pm – 5:30 pm ET

Thought Leader Networking Reception

Networking

7:00 am – 8:30 am ET

Executive Networking Breakfast

Networking

8:30 am – 9:00 am ET

Welcome & Announcements Of The 2022 OPEN MINDS Executive Compensation & Retention Survey

Welcome

Monica E. Oss

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.


9:00 am – 10:00 am ET

Where Do We Fit? A Place For Specialty Provider Groups In Beacon Health Options Integrated Model

Keynote Address

Successful integrated care models require the right components – accreditations, HEDIS measures, extensive collaboration, and coordination. But where does the specialty care provider fit in? For provider organizations, understanding the new model of care and the performance measures, outcomes, and initiatives that matter, are all important issues in establishing their role. With few Managed Behavioral Health Organizations (MBHOs) remaining – many acquired by health plans in the move to integration, like the move from Anthem to Beacon Health Options, understanding the standards for inclusion in networks and how to communicate value to health plans will be critical for successful integration. Join our keynote presenter, Margaret Mays, as she shares her experience in this journey and the opportunities for specialty provider organizations to help lead the way in building this new model.

Margaret Mays

Margaret Mays brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Mays currently serves as an Advisory Board Member at OPEN MINDS. Her areas of expertise include health plan contracting, and reimbursement, quality program design and metrics-based programs, training development, health care processing systems, policy development, and accreditation/regulatory requirements.

Ms. Mays also currently serves as the Vice President, Staff Accreditation, at Beacon Health Options.

Prior to joining Beacon, Ms. Mays served as the Vice President of Quality Improvement at Magellan Health Services, where she provided comprehensive quality leadership, developed high-performance teams, and improved metrics. She launched the Magellan Lean Six Sigma Training Institute resulting in an ROI of $1.7 million. Ms. Mays cultivated a high-performance team of over 20 staff members and improved department productivity through mentoring and coaching.

Prior to her role at Magellan Health, Ms. Mays served as the Director of Quality Management at TLC Family Care Healthplan, a division of Amerigroup, where she successfully managed MCO NCQA accreditation and directed all HEDIS processes. Ms. Mays helped produce a 27% improvement in Early Periodic Screening, Diagnosis, and Treatment. She also achieved 95% and above performance on state audits through a full-spectrum quality improvement program.

Previously, Ms. Mays served as the Director of Quality and Compliance at Magellan Health Services, where she managed a wide range of quality processes, developed high impact reporting, and collaborated with cross functional teams to improve data accuracy. At Magellan, Ms. Mays achieved a track record of exemplary audit scores through implementing state-of-the-art practices.   

Ms. Mays received a Doctor of Health Sciences from A.T. Still University in Mesa, Arizona. She holds a master’s degree in Health Administration from the University of Washington. She previously earned a Bachelor of Science in Allied Health Administration from the University of Alabama.


10:15 am – 11:15 am ET

Thought Leader Discussion With Margaret Mays, Vice President, Staff Accreditation, Beacon Health Options

Thought Leader Discussion

Join us for a follow-up session with our keynote speaker. This is a great time to ask questions and continue the conversation.

Margaret Mays

Margaret Mays brings over 20 years of health care industry experience to the OPEN MINDS team. Ms. Mays currently serves as an Advisory Board Member at OPEN MINDS. Her areas of expertise include health plan contracting, and reimbursement, quality program design and metrics-based programs, training development, health care processing systems, policy development, and accreditation/regulatory requirements.

Ms. Mays also currently serves as the Vice President, Staff Accreditation, at Beacon Health Options.

Prior to joining Beacon, Ms. Mays served as the Vice President of Quality Improvement at Magellan Health Services, where she provided comprehensive quality leadership, developed high-performance teams, and improved metrics. She launched the Magellan Lean Six Sigma Training Institute resulting in an ROI of $1.7 million. Ms. Mays cultivated a high-performance team of over 20 staff members and improved department productivity through mentoring and coaching.

Prior to her role at Magellan Health, Ms. Mays served as the Director of Quality Management at TLC Family Care Healthplan, a division of Amerigroup, where she successfully managed MCO NCQA accreditation and directed all HEDIS processes. Ms. Mays helped produce a 27% improvement in Early Periodic Screening, Diagnosis, and Treatment. She also achieved 95% and above performance on state audits through a full-spectrum quality improvement program.

Previously, Ms. Mays served as the Director of Quality and Compliance at Magellan Health Services, where she managed a wide range of quality processes, developed high impact reporting, and collaborated with cross functional teams to improve data accuracy. At Magellan, Ms. Mays achieved a track record of exemplary audit scores through implementing state-of-the-art practices.   

Ms. Mays received a Doctor of Health Sciences from A.T. Still University in Mesa, Arizona. She holds a master’s degree in Health Administration from the University of Washington. She previously earned a Bachelor of Science in Allied Health Administration from the University of Alabama.

Monica E. Oss

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.


10:15 am – 11:30 am ET

Women in Leadership: An Open Discussion On The Challenges & Opportunities

Executive Roundtable

Guest Panelist: Colleen Edwards, Vice President, Marketing, NextGen

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty 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, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

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 $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, 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 Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Becoming A Lean Organization – The Metrics Of Financial Strength & Streamlining Your Service Portfolio

CFO Consortium

Are there areas within your organization that could do with slim down? It is imperative to periodically look at practices with an objective eye to see where you can make strategic changes that will help your organization run more efficiently. Is there an area that would give your organization a competitive edge through innovative programming? It can be hard to figure out where to centralize and where to expand. Ensuring you are monitoring the financial strength of your service line portfolio by utilizing the right metrics and tools becomes a necessary competency for an efficient organization.

Takeaways from this session:

  • The importance and benefits of becoming a lean organization
  • Practicalities of incorporating regular monitoring of financial strengths of your service lines
  • Lessons learned from organizations who have incorporated these metrics into their daily, weekly, and monthly monitoring and the implications of this practice on their service line portfolio

Ken Carr

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.

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.


11:30 am – 1:00 pm ET

Lunch On Your Own

Networking

12:45 pm – 4:15 pm ET

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

Battlefield Session

During this session, we will take a bus to the Gettysburg National Military Park, where a licensed battlefield guide will lead a tour of the important sites from 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. We will start and end the session with a classroom style discussion, led by OPEN MINDS Senior Associate, Ken Carr, who will highlight 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 for the North. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership. (Limited to 45 participants)

Ken Carr

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.


1:00 pm – 1:30 pm ET

Post Lunch Pick Me Up

Networking

1:30 pm – 2:45 pm ET

Data Driven Decisionmaking: Using Data To Improve Your Market Position

Topical Case Study

Data is king, but how do you use it to make decisions that effect your organization? Incorporating data analytics and decisionmaking tactics into your strategic plan will give your organization a competitive advantage and will allow you to help improve your organization’s market position. But what do you measure and how? Knowing what customer metrics you need to examine, and how often you need to look at them to identify areas of opportunity and trends help inform the direction of your organization.

During this session you can expect to:

  • Learn how to take your data and turn it into metrics you examine on a regular basis
  • Learn what to do with the data you have and how it informs your decisions
  • Learn how to then build that into the overall strategic plan of your organization to improve your market position

Carol Clayton, PhD

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Joseph P. Naughton-Travers, EdM

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.

Coming Back From The Brink: Lessons In How To Improve Your Personal Profile & The Perception Of Your Organization

Topical Case Study

Long ago are the days of saying “I don’t do social media.” It is no longer an option, and the public profile of your organization is more important than ever, especially as it pertains to perception and referral generation. How are you monitoring your social media channels, and what are you posting? Do you know what people think of your organization? In order to improve your personal profile, and the reputation of your organization, having a social media strategy is more important than ever. Making it work to your advantage, in the face of a concern, or public perception problem, becomes the skill of a savvy organization, and a necessity now.

Lessons to be learned:

  • The scale, reach, and importance of building social media into your marketing strategy and brand awareness
  • One organization’s story on building back better and incorporating strategies to combat a negative reputation
  • Building a social media campaign from the ground up

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty 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, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

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 $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, 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 Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

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

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

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

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

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


3:00 pm – 4:15 pm ET

Exit, Pursued By A Bear: A Lesson In Succession Planning

Topical Case Study

While it may not be forefront of your mind as a CEO, planning for your exit, and the how-to may not always be clear. You worked hard to build something you are proud of (hopefully) and want to ensure the baton has been passed into the right hand. Where do you start? Who is the right fit? Do you have a say in the matter, and have you been grooming people within the organization for that pathway, or do you look outward?

In this session you can expect to hear:

  • Successful succession stories
  • How to navigate the challenges that come from planning for your exit
  • Strategies on best practices for ensuring continued mission, value, and outcomes without disrupting the entire organization

Jim Fiorenzo, MBA

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.

Ray Wolfe, J.D.

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.

Framework For Becoming A ‘Next Generation’ Organization

Topical Case Study

The pandemic has left many provider organizations feeling like they are in crisis mode 24/7, and some still are, but as Covid-19 becomes endemic and we begin to feel the dust settle, how do we come back down from operating under duress? Recognizing that progress comes from adversity and knowing that we need to continue forward momentum with understanding the digital transformation that has occurred. Shifting the culture of your organization back into strategic thinking and building the framework will take strong leadership and acumen to guide your organization into the new future and will allow your organization to transform into a “next generation” organization.

Expect this session to focus on:

  • Understanding the C-Suite’s role in digital transformation
  • Realignment of strategic initiatives for your organization
  • Staff and Consumer roles in the shifted landscape

Carol Clayton, PhD

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

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

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

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

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

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


4:30 pm – 5:30 pm ET

Building A Diverse Management Team: Experiences From The Field

Plenary Panel

Building strategies around diversity, equity, and inclusion (DEI) into your organization can take time, education, and resources. Ensuring transparency, and on-going communication within your organization, and from the C-Suite to the rest of the organization are key components to building ingrained DEI initiatives. Learn how you can create the framework for this systemic change for your organization so you can lead your team toward equitable, and inclusive practices.

Hear from C-Suite leaders from the field who have done the work where they will share:

  • The framework for building DEI practices into systems, and an organization
  • The challenges and barriers to shifting mindsets, and practices
  • The successes and how to make sustainable changes


7:00 pm – 9:00 pm ET

Executive Networking Reception at The Gettysburg National Military Park Museum & Visitor Center

Networking

8:00 am – 9:00 am ET

Executive Networking Breakfast

Networking

9:00 am – 10:00 am ET

Person-Centered Health For Complex Consumers – The UPMC Collaborative Approach

Keynote Address

At UPMC, they believe quality care requires examining an individual’s needs from multiple angles. That means actively addressing basic benefit access, data-exchange across provider organizations, supportive housing, and workforce needs. In the UPMC person-centered care model, offering housing and enhanced household stability, closing care gaps, and providing a pathway to employment is resulting in improved outcomes and a clear return on their investment. Based on collected data, UPMC is focused on taking their model to scale and future replication. Join our keynote as he outlines how UPMC developed and implemented their model, future plans, and the role of specialty provider groups.

Ray Prushnok


10:15 am – 11:15 am ET

Thought Leader Discussion With Ray Prushnok, Executive Director, UPMC Center For Social Impact & AVP, Government Programs, UPMC Health Plan

Thought Leader Discussion

Join us for a follow-up session with our keynote speaker. This is a great time to ask questions and continue the conversation.

Ray Prushnok

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty 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, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

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 $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, 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 Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


10:15 am – 11:30 am ET

Best In Show: The Competitive Edge For Surviving In a Digital First Health & Human Service Market

Best Practices/How-To

How you compete in a marketplace that seems to be turning to digital first for everything? There is constant new competition, and with the pandemic’s advent of digital first solutions, it can feel like human services is losing the “humanistic” component – where does your organization fall in this landscape? Surviving is one option, but to remain competitive and thrive in the health and human services industry means that you must adapt and grow in order to have staying power. Join us for a best practice session offering five market opportunities for specialty provider organizations and how your organization can adopt these strategies for successful sustainability.

  • Overview of the changes that have occurred and have been adopted in the health and human services market
  • Framework for creating a successful technology strategy in a digital first world
  • Market opportunities for specialty provider organizations

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

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

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

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

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

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

Stacey Fox

Stacey Fox brings 20 years of experience in the marketing field, with a focus on marketing strategy and implementation, brand development, website development and management, and data analysis.  Ms. Fox is currently serving as Vice President of Market Intelligence at OPEN MINDS.

Prior to working at OPEN MINDS, Ms. Fox served as a lead in Client Services at GRIT Marketing Group. In this role she led strategic marketing and communication direction for clients, as well as projects including lead generation, database marketing, social media, content marketing, digital marketing, media relations, recruitment, and brand development.

Prior to her role at GRIT Marketing Group, Ms. Fox served as the Vice President, Communications, for Erik the Travel Guy. During this time, she assisted in developing and delivering messaging for Erik the Travel Guy, Beyond Your Backyard and Vacation Tuesday to increase viewers to the programs airing on PBS and YouTube. She worked with the leadership team and with clients to provide an alignment between sales and editorial.

Prior to this, Ms. Fox served as the Marketing Manager at AAA Southern Pennsylvania where she was responsible for a $1.6M marketing budget across membership/member services, insurance, and travel verticals. She was also able to expand her team in 2020.

Prior to AAA, Ms. Fox was the Vice President, Sales and Marketing for Destination Gettysburg, a destination marketing organization, where she was responsible for strategic marketing for all segments – leisure travel, group travel, meetings market and partnership. She oversaw the sales, communication, marketing, and partnership departments through direct supervision of two directors and three managers, vendors, and subcontractors. This included fiscal control of all related budgets, including planning and projections. She assisted the president with organizational direction, hiring and employee development, reviews and development, and community relations. She was also responsible for the campaign development, creative direction, and integrated communications plans.

Ms. Fox received her Bachelors of Science in Marketing from York College of Pennsylvania.


11:30 am – 1:00 pm ET

Lunch On Your Own

Networking

12:00 pm – 3:30 pm ET

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

Battlefield Session

During this session, we will take a bus to the Gettysburg National Military Park, where a licensed battlefield guide will lead a tour across the field where Pickett’s Charge took place. This session will include a review of Generals Lee and Longstreet’s relationship and decision-making styles and time for questions and discussion with our guide. We will start and end the session with a classroom style discussion to highlight leadership lessons learned from the Pickett’s Charge and the application of those lessons for today’s health care executives.

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

On the final day of the Battle of Gettysburg, commander of The Army of Northern Virginia, General Robert E. Lee found himself at odds with his trusted commander, General James Longstreet. Generals Lee and Longstreet disagreed at several critical points during the Battle of Gettysburg. The largest disagreement between the two officers came when Lee first talked to Longstreet about the planned Pickett’s Charge on the afternoon of July 3. Longstreet would reluctantly and finally agree to Lee’s plan. This is an example of leader vs follower command disagreement.

The assault required the Confederate troops to march nearly a mile over an open field and to climb over several fences under open fire from the Union line. This disastrous end to the battle resulted in a fifty percent casualty rate among the Confederate troops and is seen as not only the decisive end to the Battle of Gettysburg, but also the turning point or high-water mark for the confederacy in the Civil War. (Limited to 45 participants)

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty 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, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

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 $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, 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 Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


12:45 pm – 3:45 pm ET

Preparing For CalAIM – Building the Team & Culture In Specialty Care & Primary Care Organizations For Success Under CalAIM

Seminar

The California Advancing and Innovating Medi-Cal (CalAIM) initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. The policy goals of CalAIM are to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through the use of value-based initiatives, payment reform, and integrated approaches for behavioral health, addiction treatment, and primary care for complex populations. In the multi-year implementation, some provisions went live on January 1, 2022, including new contracts with specialty provider organizations to deliver Enhanced Case Management and Community Supports (In Lieu of Services) for adult SMI populations. The final provisions are projected to go live by 2027.

One big question for executives of specialty care and primary care organizations is how to build a team that can lead the changes in operations and culture required for success under CalAIM. The operations challenges are many – more integrated care models and the expectation of hybrid delivery models require both new infrastructure and new workforce education and deployment. Added to that is the prospect of payment reform and value-based reimbursement that will require a new level of team work. The executive level challenge is finding the team that can lead this organizational transition.

The session will cover:

  • The workforce changes – at all levels – required for success under CalAIM
  • Best practice models for leading organizational change
  • A panel discussion of executives of specialty and primary care organizations on their plans for workforce restructuring and leadership under CalAIM

Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation. Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations. Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security. Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County. He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.


1:00 pm – 2:15 pm ET

Cultivating Growth Mindset While Balancing The Day-To-Day

Topical Case Study

Staying up on the latest industry resources and regulatory changes, attempting to read and stay current on trends in clinical advancements, all while putting out the daily fires and keep your organization afloat can feel daunting. Finding balance between the day-to-day duties of running an organization, while cultivating an internal “culture of learning” within the organization is imperative for staying competitive and innovative. And finally, who do you get your team to do something different, and who do you need on your team to help your organization get to a place of growth? Hear from colleagues who are managing this balancing act, and how you can incorporate strategies into your own practices.

In this session you can expect:

  • To gain actionable plans to incorporate a ”culture-of-learning” within your own organization
  • Learn from other leaders and organization’s best practices
  • Strategies for building the “right” team for the job

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

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

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

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

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

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


2:30 pm – 3:45 pm ET

How Do You Know When It’s Time To Merge? Using MA&A Strategy To Improve Your Financial Strength

Topical Case Study/Panel Discussion

Maybe you’ve been looking at your margins and service lines and have been hearing news of the record number of mergers and acquisitions in the health care world and are wondering where your organization falls. While it may seem counterintuitive, mergers and acquisitions can be a good alternative to ensure the mission and agency of your organization continues to move forward. To think that there are even new ventures and startups in this space that actually go into business to be acquired can even seem shocking. There are many different types of collaborations and partnerships available that can also test out the possibility of a merger and it’s important to take an honest look at your organization to see where your organization, and your role in the C-Suite as shepherd and steward fit into this equation.

In this session you will:

  • Hear from an organization who came into this business to be acquired
  • Hear from an organization who knowingly incorporated MA&A into their C-suite strategy to improve the financial strength of their organization
  • The future landscape of mergers, acquisitions & affiliations as it pertains to the health and human services space

Ken Carr

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.

Joseph P. Naughton-Travers, EdM

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.


3:45 pm – 4:15 pm ET

Raffle Prize Drawing

Networking

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

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

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

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

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

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


4:15 pm – 5:00 pm ET

Closing Keynote

Keynote

Monica E. Oss

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.