2022 Institute Agenda
The OPEN MINDS Care Innovation Summit
Learn from the innovators! During the OPEN MINDS Care Innovation Summit, you will 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 of cutting-edge new clinical programs to ensure that consumers have access to the right services and supports at the right time, through case study presentations.
In an increasingly competitive health and human service market, success goes to the organizations with cutting-edge programs that leverage new technologies to deliver a better consumer experience and better value. Spend a day to meet the executives who have ‘been there and done that’ – developing next generation programming for consumer engagement, social determinants, remote monitoring, consumer employment, and care coordination. Let this year’s 2022 OPEN MINDS Care Innovation Summit be your springboard to innovation!
7:30 a.m. – 8:30 a.m. Executive Networking Breakfast & Registration
8:30 a.m – 9:00 a.m. Welcome & Opening
Carol Clayton, Ph.D., Senior Associate, OPEN MINDS
Paul Duck, Senior Associate, OPEN MINDS
Deanne Cornette, Senior Associate, OPEN MINDS
9:00 a.m. – 10:00 a.m. Keynote: The Behavioral Health Epidemic – How Banner University Health Plans Is Driving Innovation Through Integrated Care, SDOH & Technology
Banner Health Plan is innovating in numerous areas, but one approach that has been especially successful is addressing basic human needs first, before anything else. By offering individuals housing and food first, Banner is then able to pivot further by connecting them to services and care. Through their partnerships with community-based providers, they are able to engage members in their care and connect them to medical and behavioral health services for further utilization. They have been collecting data regarding these initiatives, and now by leveraging technology, community partnerships, and collaboration with case management they are poised to expand their program further. Hear from our keynote speaker as she explains how Banner put these measures into place, and how they plan to continue to expand in order to help meet the needs of complex consumers and engage them in their care.
Sandra Stein, M.D., Chief Medical Officer, Banner University Health Plans
10:15 a.m. – 11:15 a.m. 1984 Has Come & Gone: The Advantages & Drawbacks Of Remote Monitoring
With the shift in service delivery systems, providing care in the home comes the need for remote monitoring capabilities (either by a 3rd party or self-monitoring). Remote monitoring technology products can record and track consumers outside of the clinical setting to help improve access to care, while decreasing overall costs and increasing compliance and engagement in care. Remote monitoring systems are useful for detecting issues earlier and overcoming transportation and other barriers to care. With advancements being made in monitoring consumers with both physical and behavioral health conditions, this session will focus on the:
- Experience of an organization who has adopted remote monitoring systems, and how this has improved overall care for consumers with complex conditions
- Advancements in remote monitoring and the benefits and challenges of incorporating and sustaining remote monitoring systems
- Implications that remote monitoring has on the field of health and human services, and how this affects your organization
C. Lynn Mason, President & Chief Executive Officer, Broadstep
11:30 a.m. – 12:30 p.m. You Can Lead A Horse To Water, But Will They Drink? Innovations In Consumer Engagement
Consumer engagement is key for achieving successful outcomes and value-based contract metrics. Consumers engaged in care not only experience better health outcomes but are less likely to wind up in expensive emergency care settings and use fewer resources overall. Consumers not in engaged in their health care are twice as likely to delay medical care, and three times as likely to have an unmet medical need. So, where does the health and human services landscape currently stand regarding consumer engagement? And where do our industry leaders see consumer engagement going for management of chronic conditions and behavioral health needs? What innovations surround consumer engagement? Join us as we uncover:
- The current and future landscape of consumer engagement strategies and tools, and how the redesign of system processes must occur to incorporate them
- How specialty provider organizations have built consumer engagement into their overall strategy and incorporated these initiatives into their practice
- Examples of how provider organizations improved consumer engagement and the outcomes that have followed
Donna E.M. Bailey, Chief Integrated Health Services Officer, Public Health Management Corporation
12:45 p.m. – 2:00 p.m. Lunch & Learn sponsored by NextGen 
2:00 p.m. – 3:00 p.m. Reframing The Definition Of Healthcare To Include Consumer Employment Programs
There are many aspects of employment that can affect one’s overall health. Things like job security, health insurance, paid sick leave, and parental leave, all have a direct effect on health and wellness. What role should health plans and service provider organizations have in assistance with employment for their members/consumers? An example include health plans paying for workforce and employment initiatives that help improve access and education and resources toward pursuing gainful employment. Join us as we talk with organizations that have created or are involved with workforce and employment development programs for consumers. In this session, we will discuss:
- Employment as a social determinant of health
- Innovative program design for employment pathways and access to employment resources
- Examples of how addressing employment as health care is a necessary component of health plan benefits
Dan Lavallee, Director, Program Development, UPMC
3:15 p.m. – 4:15 p.m. Who Is Doing What, Where, And How? Exemplary Care Coordination Models
Care coordination is a blanket term that many use to stress the importance of communication between care system entities, providers, and settings. But who is doing it well? What does it mean for your organization, and how can specialty provider organizations navigate their place within a largely fragmented system? Value-based models certainly emphasize the importance of care coordination. With the push towards home-based support services, and the confluence of staffing shortages, who then takes “control” of ensuring that care coordination is happening? Should your organization become a case management entity or partner with one? Who should direct the care of the individual—the primary care physician, the behavioral health provider, or consumers themselves? Expect to learn:
- The role technology plays within care coordination
- Methodologies to incorporate a care coordination strategy into your organization
- The newest care coordination models and trends, and what the future holds
Melissa Hall, Chief Operations Officer & Executive Vice President – Behavioral Health, Monarch
Nicole Bryl, Chief Executive Officer, Children’s Health Home of Upstate New York
Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization
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.
How To Develop A New Service Line: An OPEN MINDS Seminar On Building A Diversification Strategy & Conducting A Feasibility Analysis
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.
Registration & Breakfast
Grab your name badge, some coffee, and a light breakfast before the day begins!
Welcome & Announcements Of The 2022 OPEN MINDS Executive Compensation & Retention Survey
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.
Where Do We Fit? A Place For Specialty Provider Groups In Beacon Health Options Integrated Model
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.
Thought Leader Discussion With Margaret Mays, Vice President, Staff Accreditation, Beacon Health Options
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.
Women in Leadership: An Open Discussion On The Challenges & Opportunities
The world and our culture continue to evolve, yet there remains a large gender gap in leadership roles. Women in leadership also face different challenges than their male counterparts. To build strong leadership within an organization, executive teams need to determine how they can foster female career-growth in leadership positions. Our panel, comprised of dynamic women in leadership roles, will lead a discussion on ways to support, advance, and empower women executives in the workplace and share their leadership stories and lessons learned.
After this forum you should be able to:
• Identify gender gaps within your organization
• Identify opportunities within your own organization to encourage female career-growth in leadership roles
• Strategize on how to best approach leadership development for women within your organization for sustainable change
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.
Colleen Edwards
Colleen Edwards is Sr. Vice President of NextGen Healthcare, a market leader in cloud-based ambulatory healthtech. She leads a team of 75 talented marketers in supercharging company growth within a highly competitive landscape. With more than three decades of experience in B2B technology marketing, she has mentored many women (and men) and witnessed first-hand the growth of women in tech and leadership roles. Colleen taught Marketing at UCI for five years and was educated at Stanford University, Pepperdine University, and San Diego State University.
Becoming An Efficient Organization – The Metrics Of Financial Strength & Streamlining Your Service Portfolio
Are there areas within your organization that can be streamlined? 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 an efficient 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.
Lunch On Your Own
Positioning For Success – General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg
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.
Post Lunch Pick Me Up
Grab one of our special treats and visit with our great exhibitors!
Data-Driven Decision Making: Using Data To Improve Your Market Position
Data is king, but how do you use it to make decisions affecting your organization? Incorporating data analytics and decision-making tactics into your strategic plan will give your organization a competitive advantage and help you 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 helps 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
- What to do with the data you have and how it informs your decisions
- How to then build that into the overall strategic plan of your organization to improve your market position
Carol Clayton, Ph.D.
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.
Managing Your Online Reputation: How To Improve Your Digital Profile & The Perception Of Your Organization
What does the public think of your organization? Most people will go to the internet or the favorite social media platform to answer that question. And what they find there determines whether or not they are interested in using your services or referring someone for services. Join this session to learn move monitoring your organization’s on-line reputation – and how to improve it.
Lessons to be learned:
- How to assess your organization’s on-line reputation
- A best practice approach to improving your organization’s digital profile
- One organization’s story on building back better and incorporating strategies to combat a negative reputation
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.
Exit, Pursued By A Bear: A Lesson In Succession Planning
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
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.
Hattie Tracy
Hattie Tracy is the President and CEO of Coleman Health Services, headquartered in Kent, Ohio. She assumed that role on August 7, 2021 after previously serving Coleman as the Senior Vice President of Clinical Operations. Tracy has a long and successful history in the behavioral health field. She brings over 20 years of behavioral health and human services experience, with over 10 years in executive team roles. She previously served in senior roles with Child Guidance and Family Solutions and in the BeST Center, a Coordinating Center of Excellence in the Department of Psychiatry at NEOMED where she helped lead the FIRST Coordinated Specialty Care for First Episode Psychosis program. She also had a private practice as an outpatient therapist, was an adjunct faculty member at the University of Akron and served on the Board of Goodwill Industries in Akron. She has a Master of Public Policy and Administration degree from Kent State University and a Master of Social Work from The Ohio State University. She is a licensed social worker in the state of Ohio, and resides in Kent with her husband, Joe, and two young daughters. “I entered this field because I wanted to make a difference for the people we serve,” Tracy said. “Leading Coleman is the best way I can think of to have that positive impact. I am so excited to work with the Board, the senior leadership team and all of our 900 employees to put those we serve right in the middle of Coleman’s core values. ”Tracy was chosen from more than 100 applicants in a National Search. Coleman Health Services was founded in Kent, Ohio in 1978. It offers comprehensive behavioral health, residential, employment, and supportive services. It earned the 2021 Gold Seal of Transparency from Guidestar, the world’s largest source of information on nonprofit organizations. Earlier this year, Coleman earned the Certified Community Behavioral Health Clinic (CCBHC) designation from the Substance Abuse and Mental Health Services Administration (SAMHSA), one of 11 such designees in the state. This designation will allow Coleman to provide fully integrated health services across six Ohio counties. Tracy has been leading that effort.
Framework For Becoming A ‘Next Generation’ Organization
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, Ph.D.
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.
Building A Diverse Management Team: Experiences From The Field
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
Corina Casco, LCSW, MSW
Corina Casco, LCSW is the Chief Program Officer at Children’s Bureau of Southern California. Ms. Casco is the lead for their TIROC (Trauma Informed Resilience Oriented Care) movement and co-facilitates the DEI (Diversity, Equity and Inclusion) movement for the organization. Her responsibilities include oversight of all programing including prevention, foster care, adoptions and mental health throughout Children’s Bureau. Ms. Casco has over 20 years of experience working in the social welfare arena.
Executive Networking Reception at The Gettysburg National Military Park Museum & Visitor Center
Breakfast
Enjoy breakfast and visit with our exhibitors before starting your day!
Person-Centered Health For Complex Consumers – The UPMC Collaborative Approach
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.
Thought Leader Discussion With Ray Prushnok, Executive Director, UPMC Center For Social Impact & AVP, Government Programs, UPMC Health Plan
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.
Best In Show: The Competitive Edge For Surviving In a Digital First Health & Human Service Market
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.
Lunch On Your Own
Preparing For CalAIM – Building the Team & Culture In Specialty Care & Primary Care Organizations For Success Under CalAIM
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.
Leading In Times Of Uncertainty – Generals Lee & Longstreet At Pickett’s Charge: The High-Water Mark Of The Confederacy
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.
Cultivating Growth Mindset While Balancing The Day-To-Day
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.
How Do You Know When It’s Time To Merge? Using MA&A Strategy To Improve Your Financial Strength
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.
Mike Lyons
Mr. Lyons joined Mosaic in 2013 and has 15 years of experience in the regulatory and legal field. Prior to joining Mosaic, Mike served as corporate counsel for a major health insurance company, specializing in privacy and security issues, complex business arrangements, and health care reform. As Senior Vice President and General Counsel, Mike provides legal guidance and support to senior leadership and management teams, as well as the Mosaic Board of Directors.
Mike holds a Bachelor of Arts degree from Louisiana Tech University in Ruston, Louisiana and a Juris Doctor from Creighton University School of Law in Omaha, Nebraska.
Jeff Holsinger
A Wyoming resident, Jeff has been managing and leading nonprofits for over 40 years. He cut his teeth running a nonprofit that provided alternatives to prison for children. He’s also worked for a mental health center, run his own business, and served as the CEO for an organization that served people with intellectual disabilities.
In 2001, Jeff was hired as the CEO of Volunteers of America Northern Rockies (VOANR). Under his leadership, VOANR has grown from a revenue base of $1 million to now over $50 million. In that time, the organization has also grown from 22 employees to 380 spread across Wyoming, Montana, and Western South Dakota.
Closing 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.