Institute Agenda
Print-friendly Agenda
- Day One Monday September 9
- Day Two Tuesday September 10
- Day Three Wednesday September 11
- Day Four Thursday September 12
Innovative Treatment Programs For Value-Based Partnerships: The OPEN MINDS Clinical Innovation Executive Summit
Executive Summit
The focus of the summit is on exploring successful innovative treatment programs for consumers with complex support needs. The day will kick off with an overview of the trends driving new innovation in the health and human service market and a review of OPEN MINDS strategic framework for designing and launching sustainable treatment programs. Additionally, the day will feature case study presentations on cutting-edge new clinical programs – including their design and keys to successful implementation and sustainability. The summit will conclude with a round table discussion on the strategic challenges to innovation for specialty provider organizations, which will feature all of the day’s case study presenters.
Ken Carr
Senior Associate, OPEN MINDS
Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
How To Develop A New Service Line: An OPEN MINDS Seminar On Diversification Strategies, Feasibility Analysis, & Successful New Service Development
Executive Seminar
In the current environment of changing consumer expectations and new financial models, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market. In this exciting session, we will review everything you need to know about developing a new service line. We will review how to analyze current service lines and determine strategic options for diversification, a structured approach for selecting new services for your organization and ensuring they are financially sustainable, a target costing model for launching new services, and a structured service line feasibility analysis and development process.
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Aligning Non-Profit Health & Human Service Boards For Sustainability With The New Market Landscape: An OPEN MINDS Seminar On Governance Issues In The Time Of Changing Reimbursement Models & Charitable Care Rules
Executive Seminar
With a landscape moving toward value-based reimbursement models and new rules around tax-exempt status, the role of governance boards has changed. Organizations need to attract board members that are not only competent and strategic, but are familiar with the major environmental forces affecting the market and are aware of the resources and risks needed to meet the organization's mission while remaining competitive. This timely seminar will focus on:
- How the changing health and human service market is creating a new landscape for non-profit management
- The role of an effective board in a value-based market
- Trends in tax-exempt charitable status and their implications for financial reporting and fundraising
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
George Braunstein, RN, FACHE
Senior Associate, OPEN MINDS
George Braunstein, RN, FACHE, brings more than 35 years of experience in leading both private and public sector health and human services organizations – in both institutional and ambulatory settings.
Prior to joining OPEN MINDS, Mr. Braunstein served as executive director of the Fairfax-Falls Church Community Services Board (CSB) in Fairfax, Virginia, which provides community-based mental health, substance abuse, and developmentally disabled services. During his six-year tenure with the CSB, which had a 150+ million dollar budget and over 1,200 employees, he both reduced the budget and increased service access. Mr. Braunstein also developed the organization’s first fully integrated service model that is combined mental health, substance use treatment and primary care services.
Before his role in Fairfax County, Mr. Braunstein was the executive director of the Chesterfield County CSB. In his eight years in that role, he restructured management to flatten the organization, which improved both service and budget performance and eliminated a 1.5 million dollar deficit with no reductions in staff.
Previously, Mr. Braunstein served as the Behavioral Health Director for the Family Health Plan, in Milwaukee, Wisconsin. This cooperative was a model for health maintenance organizations (HMO) that served over the 100,000 individuals. In this role, he worked to pilot the first integrated care models for behavioral health into primary care, while providing redirection of the behavioral health benefit to better emphasize clinical intervention.
Mr. Braunstein also served as the Executive Director Behavioral Health, for Aurora Healthcare in Milwaukee – the largest integrated health care system in Wisconsin with 13 hospitals, 20,000 employees and 1.5 billion dollars in annual revenue. He was responsible for the management of all aspects of a 40 million dollar, 800-employee multi-site integrated behavioral health service delivery system.
Mr. Braunstein received his Master of Science in Community Mental Health Nursing from the University of Wisconsin-Milwaukee and his Bachelor’s degree in Nursing from the University of Wisconsin. He also earned a Bachelor’s degree in History Education from Rockford College. Additionally, Mr. Braunstein completed psychotherapy training from the Family Studies Center at Northwestern University.
Registration & Networking Breakfast
Networking
Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.
Keynote
Keynote Address
Positioning For Success - General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg
Battlefield Tour
During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour of the important sites of day one of the Battle of Gettysburg. This session will include a review of General Buford’s actions, a discussion of the history of the battlefield sites, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to General John Buford and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield OPEN MINDS' Senior Associate, Ken Carr will wrap up the session with a classroom discussion of the leadership lessons learned from General Buford and the application of those lessons to the health care market today.
General John Buford played a critical role in the first day of the battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. General Buford believed that a leader’s duty is to ensure their team is “positioned and prepared” for the challenges ahead – a good lesson for any leader, whether in the midst of a battle or in the midst of health care reform.
Before the start of the Battle of Gettysburg, General Buford’s troops were some of the first Union forces to enter the town of Gettysburg. Recognizing that he was facing a large concentration of Confederate troops, General Buford had positioned his forces to maintain the high ground of Cemetery Hill, South of Gettysburg, where they were able to hold off the Confederates until reinforcements could arrive. By maintaining the tactically superior position in Gettysburg for the Union, General Buford set in motion the eventual victory over the South at Gettysburg. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership.
Ken Carr
Senior Associate, OPEN MINDS
Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Robert Prosperi
Licensed Battlefield Guide, Gettysburg
Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.
×Thought Leader Discussion with Keynote
Discussion Breakout
Monica E. Oss
Chief Executive Officer, OPEN MINDS
Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
×Succession Planning: Positioning Your Leadership Team For Future Success
Breakout Session
Deb Adler
Senior Associate, OPEN MINDS
Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.
Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.
Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.
Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.
Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.
Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.
Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).
Preparing I/DD & Other Long-Term Care Organizations For Managed Care: Group Discussion & Workshop
Workshop
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
Lunch On Your Own
Networking
Meta Leadership In Times Of Tragedy: How To Build Coalitions & Become A Community Leader
Breakout Session
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Lincoln Into Art Gallery: Gallery Tour With Acclaimed Artist Wendy Allen
Breakout Session Activity
Wendy Allen, author of Lincoln Into Art: The First Thirty Years (2013), is known internationally for her extraordinary paintings of Abraham Lincoln, which have exhibited alongside works by Rauschenberg, Dali, and Rockwell. During this session, we will take a short walk from the Gettysburg Hotel to Wendy Allen’s gallery on Baltimore Street, where she will give attendees a private tour of her gallery and discuss her work.
Wendy Allen
Artist, Lincoln Into Art
Wendy Allen was born in Pittsburgh in 1955. For thirty years, she pursued a career in educational publishing, lastly as Creative Director for a major children’s publisher. In 2007 she left to pursue painting full-time.
Art became Allen’s passion when, in 1983, she painted her first portrait of Abraham Lincoln. He soon became the focus of her artwork. In 2009, the year of the Lincoln Bicentennial, CNN aired an interview about Allen’s unique career. Her work has also been featured at the Historical Society of Washington, D.C., alongside Lincoln portraits by Salvador Dali, Robert Rauschenberg, and Norman Rockwell. Most recently, her work was exhibited at the Pensacola Museum of Art in Pensacola, Florida.
Allen serves on Board of Directors for The Lincoln Fellowship of Pennsylvania, The Lincoln Forum, and Main Street Gettysburg.
She currently divides her time between her home in New Milford, Connecticut, and her studio/gallery, Lincoln Into Art, in Gettysburg, Pennsylvania.
Practicing Mindfullness & Managing Stress: How To Become A Better Leader Through Self Care
Breakout Session
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
Positioning For Success - General John Buford & The High Ground: The Beginning Of The Battle Of Gettysburg
Battlefield Tour
During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour of the important sites of day one of the Battle of Gettysburg. This session will include a review of General Buford’s actions, a discussion of the history of the battlefield sites, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to General John Buford and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield OPEN MINDS' Senior Associate, Ken Carr will wrap up the session with a classroom discussion of the leadership lessons learned from General Buford and the application of those lessons to the health care market today.
General John Buford played a critical role in the first day of the battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. General Buford believed that a leader’s duty is to ensure their team is “positioned and prepared” for the challenges ahead – a good lesson for any leader, whether in the midst of a battle or in the midst of health care reform.
Before the start of the Battle of Gettysburg, General Buford’s troops were some of the first Union forces to enter the town of Gettysburg. Recognizing that he was facing a large concentration of Confederate troops, General Buford had positioned his forces to maintain the high ground of Cemetery Hill, South of Gettysburg, where they were able to hold off the Confederates until reinforcements could arrive. By maintaining the tactically superior position in Gettysburg for the Union, General Buford set in motion the eventual victory over the South at Gettysburg. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership.
Ken Carr
Senior Associate, OPEN MINDS
Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Robert Prosperi
Licensed Battlefield Guide, Gettysburg
Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.
×Building The Next Generation Of Leaders: How To Develop The Leadership Team You Need For Success
Breakout Session
Richard Louis, III
Senior Associate, OPEN MINDS
Richard Louis, III brings extensive experience in both public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. He has a long history of successful development and launch of groundbreaking new program initiatives resulting in new business and revenue growth. Mr. Louis is currently the Senior Vice President of Business Development and Managed Care Operations at ANKA Behavioral Health, Inc. and recently served as Vice President of Health Integration and Behavioral Health Services for Healthcare Innovators, LLC (HI).
Prior to his position with HI, Mr. Louis was the Executive Director of Strategic Development and Planning at Pathways – Molina Healthcare, a national for-profit behavioral healthcare company based in Fredricksburg, Virginia, and operating in 23 states. In this role, Mr. Louis to improve the behavioral healthcare program through the development of an integrated behavioral health treatment strategy that included in-community care management and coordinated care services to reduce hospital re admissions for severely mentally ill clients in county mental health systems, health plans, MCOs and medical groups.
Mr. Louis also served in various positions for College Health Enterprises (CHE) most notably serving as Vice President of Government Operations and later as Regional Director for CHE Senior Psychological Services. CHE is a for-profit behavioral healthcare organization that provides behavioral health treatment services in long-term care settings. While serving as Vice President of Government Operations, he created the first public sector division for CHE by establishing new service lines, contracts and new profit/revenue streams for this for-profit organization. Over a 10 year period, his responsibilities included the development of new and innovative programs/contracts, and direct management oversight of specialty behavioral health programs for a variety of public sector payers and venues. Mr. Louis then moved into his Regional Director role, where he developed and managed the first field-based behavioral health coordinated care program under contract with a national health plan serving members throughout Southern California; as well as the development and implementation telehealth therapy services for long-term care facilities in rural parts of targeted states.
In addition, 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; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and Intercommunity Child Guidance Center of Whittier. He is in his 29th year as a reserve police officer (volunteer) with the City of Monterey Park Police Department in East Los Angeles, currently holding the rank of Captain; and former Police Commissioner – City of Claremont Police Department, in Los Angeles County.
Mr. Louis graduated with a Bachelor of Arts in psychology from Whittier College and is a Police Academy Graduate from Rio Hondo College in Whittier, California.
Night At The Museum & Networking Reception
Networking
Gettysburg National Park Visitor’s Center
Executive Networking Breakfast
Networking
Keynote With Jeffrey Nelson, DHA, MBA, CHCIO, CPHIMS, Chief Information & Information Officer, Millennium Physician Group
Keynote Address
Strategic Decisionmaking In Times Of Change - Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line
Battlefield Tour
During this session, we will take a bus to the Gettysburg National Military Park, where Robert Prosperi, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Colonel Chamberlain and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Ray Wolfe will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.
Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles.
Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far-left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill – meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing over one hundred soldiers and maintaining the Union defense of the high ground of the battlefield.
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
Terry G. Fox
Licensed Battlefield Guide, Gettysburg
Terry Fox is a sixth-generation resident of Gettysburg, Pennsylvania, and a battlefield guide emeritus with Gettysburg National Military Park. He taught American History in the public schools for 33 years, serving as department head and as a member of the Carnegie Foundation for teaching American History. Since his retirement he has taught as an adjunct professor at Gettysburg College and at the Johns Hopkins University School of Education. He has presented leadership seminars for U.S. Air Force chief master sergeants as well as employees of the U.S. Secret Service, Drug Enforcement Administration, and Immigration and Customs Enforcement, in addition to teaching in Johns Hopkins’ Police Executive Leadership program. He earned his undergraduate and graduate degrees from Shippensburg College.
×Thought Leader Discussion with Jeffrey Nelson, DHA, MBA, CHCIO, CPHIMS, Chief Information & Innovation Officer, Millennium Physician Group
Discussion Breakout
Join us for a follow-up session with our featured speaker, Jeffrey Nelson, DHA, MBA, CHCIO, CPHIMS, Chief Information & Innovation Officer, Millennium Physician Group. Use this time to ask questions and continue the morning’s discussion with Dr. Nelson and OPEN MINDS chief executive officer Monica E. Oss.
Monica E. Oss
Chief Executive Officer, OPEN MINDS
Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
×Becoming An Employer Of Choice: How To Attract & Retain Talent
Breakout Session
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Fueling Innovation: How To Develop Social Enterprise Solutions For The New Market
Breakout Session
Ken Carr
Senior Associate, OPEN MINDS
Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Crucial Conversations In Leadership: How To Have Difficult Conversations & Get The Feedback You Need To Be A Better Leader
Workshop
Richard Louis, III
Senior Associate, OPEN MINDS
Richard Louis, III brings extensive experience in both public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. He has a long history of successful development and launch of groundbreaking new program initiatives resulting in new business and revenue growth. Mr. Louis is currently the Senior Vice President of Business Development and Managed Care Operations at ANKA Behavioral Health, Inc. and recently served as Vice President of Health Integration and Behavioral Health Services for Healthcare Innovators, LLC (HI).
Prior to his position with HI, Mr. Louis was the Executive Director of Strategic Development and Planning at Pathways – Molina Healthcare, a national for-profit behavioral healthcare company based in Fredricksburg, Virginia, and operating in 23 states. In this role, Mr. Louis to improve the behavioral healthcare program through the development of an integrated behavioral health treatment strategy that included in-community care management and coordinated care services to reduce hospital re admissions for severely mentally ill clients in county mental health systems, health plans, MCOs and medical groups.
Mr. Louis also served in various positions for College Health Enterprises (CHE) most notably serving as Vice President of Government Operations and later as Regional Director for CHE Senior Psychological Services. CHE is a for-profit behavioral healthcare organization that provides behavioral health treatment services in long-term care settings. While serving as Vice President of Government Operations, he created the first public sector division for CHE by establishing new service lines, contracts and new profit/revenue streams for this for-profit organization. Over a 10 year period, his responsibilities included the development of new and innovative programs/contracts, and direct management oversight of specialty behavioral health programs for a variety of public sector payers and venues. Mr. Louis then moved into his Regional Director role, where he developed and managed the first field-based behavioral health coordinated care program under contract with a national health plan serving members throughout Southern California; as well as the development and implementation telehealth therapy services for long-term care facilities in rural parts of targeted states.
In addition, 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; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and Intercommunity Child Guidance Center of Whittier. He is in his 29th year as a reserve police officer (volunteer) with the City of Monterey Park Police Department in East Los Angeles, currently holding the rank of Captain; and former Police Commissioner – City of Claremont Police Department, in Los Angeles County.
Mr. Louis graduated with a Bachelor of Arts in psychology from Whittier College and is a Police Academy Graduate from Rio Hondo College in Whittier, California.
Lunch On Your Own
Networking
Non-Profit Board Management: Keys To Attracting & Managing A Board That Can Operate In A Competitive Market
Breakout Session
With the change in funding, the role of governance boards has changed. Organizations need to attract board members that are not only competent and strategic, but are familiar with the major environmental forces affecting the market and are aware of the resources needed to meet the organization’s mission while remaining competitive. In this informative panel discussion, we will hear from former chief executive officers who will provide insight on board selection and effective board management for creating a competitive advantage and long-term sustainability.
Margaret M. Conner-Levin, MSW
Senior Associate, OPEN MINDS
Margaret M. Conner-Levin, MSW brings more than 20 years of experience across the health care continuum to the OPEN MINDS team. In her two decades of experience, Ms. Conner-Levin has held positions in a variety of management settings, including: executive management, consultation, education, direct clinical work, as well as payer relations.
Prior to joining OPEN MINDS, Ms. Conner-Levin served as the Chief Executive Officer of the Archway Programs in Atco, New Jersey. In this capacity, she led and managed all aspects of the organization through a successful turnaround initiative, generating and increasing a fiscal surplus for first time in 10 years through program expansion. She also was responsible for increasing the current donor contribution base by 50%.
In addition to serving as the Chief Executive Officer, Ms. Conner-Levin also served as the Chief Operating Officer for Strategic Business Development and Fundraising, of the Archway Programs prior to serving as the CEO. In this role, she provided leadership and executive direction to all areas of program operations including, but certainly not limited to business development, fiscal planning, human resources, as well as strategic planning, in terms of partnership development.
Prior to her experience at Archway Programs, Ms. Conner-Levin served as Writer/Consultant/Performance Improvement Leader with CFG Health Systems in Marlton, New Jersey. In this role, she led performance improvement activities including pursuit of JCAHO accreditation, data design, collection, and analysis activities. In her tenure as senior writer for CFG Health Systems, she specialized in developing telemedicine programs producing marketing and operations presentation materials. In addition to her numerous published program operation and development materials, she is also pending the copyright of a telemedicine manual.
Ms. Conner-Levin served as the Chief Operating Officer for Drenk Mental Health Center in Mt. Holly, New Jersey, from 2000-2004. In this capacity, she led all aspects of agency operations including day-to-day management of the twenty-one programs and human resource management responsibilities of over three-hundred employees. Prior to serving as the Chief Operating Officer, she also served as the Associate Executive Director, Behavioral Healthcare from 1997-2000.
In 1985, Ms. Conner-Levin earned her Bachelor of Science in Psychology, from Rutgers University, Cook Campus, in New Brunswick, New Jersey. She then went to earn her Master of Social Work, Administration and Policy Planning, Rutgers University, Camden, New Jersey, in 1994.
Creating Public/Private Partnerships: Making Meta Leadership Work
Breakout Session
Leadership roles are becoming increasingly complex with organizations forming strategic alliances, outsourcing services, operating within flatter non-hierarchical management structures, and employing a diverse multi-generational workforce. Meta-leadership provides a framework for navigating complex situations by pulling together collective knowledge, expertise, and resources to accomplish what may otherwise be unattainable. In this session, we'll discuss the key principles of meta-leadership and learn about one organization, the Cohen Veteran's Network, that has been able to build collaborations throughout the health care market to provide mental health care to veterans and their families.
Ken Carr
Senior Associate, OPEN MINDS
Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.
Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
Leading Healthy Decision In The Medical Wearable Age
Breakout Session
Raouf (Ron) Gharbo, DO, FAANEM, FAAPMR
Autonomic Nervous System Rehabilitation Subject-Matter Expert, ANS Health, LLC.
Raouf (Ron) Gharbo DO, FAANEM, FAAPMR is a board certified neurorehabilitation specialist and electrophysiologist and has over 22 years of exemplary chronic pain management practice during the Opioid Crisis. His expertise spans from practically applying ongoing clinical research as a clinical investigator of research led by the U. of South Carolina School of Public Health and Veterans Administration and guiding organizational culture shift among performers and athletes through healthy decision making for sustainable high performance. He is the lead adviser to a medical grade wearable startup and consultant for leaders and employee assistance programs through ANS Health LLC.
×Strategic Decisionmaking In Times Of Change - Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line
Battlefield Tour
During this session, we will take a bus to the Gettysburg National Military Park, where Robert Prosperi, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Colonel Chamberlain and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Ray Wolfe will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.
Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles.
Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far-left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill – meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing over one hundred soldiers and maintaining the Union defense of the high ground of the battlefield.
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
Robert Prosperi
Licensed Battlefield Guide, Gettysburg
Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.
×Are You Ready For A Merger Or Affliation? How To Prepare Your Organization To Find The Right Partner
Breakout Session
The pace of mergers, acquisitions, and affiliations among health and human service organizations has quickened over the past few years. There are many drivers of these combinations - growth, scale, and diversification to name a few. But how to find the ‘right’ organization? This panel is going to share their best practices in identifying (and courting) prospective organizational partners.
Deb Adler
Senior Associate, OPEN MINDS
Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.
Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.
Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.
Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.
Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.
Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.
Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).
Relias Knowledge Partner
Knowledge Partner
Executive Networking Reception
Networking
Executive Networking Breakfast
Networking
Women In Leadership: A Small Group Discussion Session On Supporting Women In Management Roles
Breakout Session
Though the world is evolving, there remains a large gender gap in leadership roles and women in leadership often face different challenges than their male counterpart. To build strong leadership within their organization, executive teams need determine how they can continue to foster female career-growth in leadership positions. Our panel, comprised of dynamic women in leadership roles, will lead a discussion on ways to support, advance, and empower women executives in the workplace and share their leadership stories and lessons learned.
Sarah C. Threnhauser, MPA
Executive Vice President, OPEN MINDS
Ms. Threnhauser has experience in all areas of health and human service management, including strategic planning, market research, and financial management. As Executive Vice President, Ms. Threnhauser develops and manages content for all of OPEN MINDS publications, including the OPEN MINDS Circle, the Weekly News Wire, the RFP HotLine, RFP Contact Awards Announcements, and the Monthly Management Newsletter, as well as all of OPEN MINDS education events.
Prior to her current position, Ms. Threnhauser worked with the Pennsylvania Office of Mental Health and Substance Abuse Services (OMHSAS), in the Bureau of Financial Operations. In that role, Ms. Threnhauser served as the liaison between the state government and local service providers and county administrators. She also analyzed and assessed the effects of fiscal regulation and policy on OMHSAS’ budget and assisted in the development and allocation of state community mental health funds and federal grants/appropriations.
Ms. Threnhauser earned her Master’s degree in Public Administration from Shippensburg University of Pennsylvania and her Bachelor’s degree in English from York College of Pennsylvania.
×Leading In Times Of Uncertainty - Generals Lee & Longstreet At Pickett’s Charge: The High-Water Mark Of The Confederacy
Battlefield Tour
During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Robert Prosperi will lead a tour across the field where Pickett’s Charge took place. This session will include a review of Generals Lee and Longstreet’s relationship and decisionmaking styles and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Generals Lee and Longstreet and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, John F. Talbot, Ph.D., John Talbot, Ph.D., Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate,OPEN MINDS, will wrap up the session with a classroom discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.
Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. We will retrace the steps of General Robert E. Lee and General James Longstreet as they made the decisions that would ultimately determine not only the outcome of the Battle of Gettysburg, but possibly the ultimate outcome of the Civil War.
On the final day of the Battle of Gettysburg, the commander of the entire Confederate army, General Robert E. Lee found himself at odds with his trusted commander, General James Longstreet. General Lee lacked solid intelligence on the Union’s strength, size, and positional advantage; which led him to make the fateful decision to launch an infantry assault on the center of the Union line at Cemetery Ridge – despite the protests of General Longstreet. The assault required the Confederate troops to march nearly a mile over an open field and to climb over several fences under open fire from the Union line. This disastrous end to the battle resulted in a fifty percent casualty rate among the Confederate troops, and is seen as not only the decisive end to the Battle of Gettysburg, but also the turning point in the Civil War.
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Robert Prosperi
Licensed Battlefield Guide, Gettysburg
Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.
×Sustainability To Survive A Turbulent Market: A Strategy Discussion Session For Executives Of Small-Scale Provider Organizations
Workshop
Designed specifically for executives of small-scale provider organizations, this discussion session will focus on the tools and insights organizations need to strategically reposition themselves for sustainability in today’s changing health and human services environment. Come prepared to discuss the challenges facing your organization and hear from your fellow attendees about their strategies for sustainability.
Deb Adler
Senior Associate, OPEN MINDS
Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.
Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.
Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.
Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.
Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.
Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.
Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).
Lunch On Your Own
Networking
Balancing Productivity With Innovation: A New Leadership Challenge For A New Market
Breakout Session
Ray Wolfe, J.D.
Senior Associate, OPEN MINDS
Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.
Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.
Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.
Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.
Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.
Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.
Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.
Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.
Leading In Times Of Uncertainty - Generals Lee & Longstreet At Pickett’s Charge: The High-Water Mark Of The Confederacy
Battlefield Tour
During this session, we will take a bus to the Gettysburg National Military Park, where licensed battlefield guide Terry Fox will lead a tour across the field where Pickett’s Charge took place. This session will include a review of Generals Lee and Longstreet’s relationship and decisionmaking styles and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Generals Lee and Longstreet and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, John F. Talbot, Ph.D., John Talbot, Ph.D., Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate,OPEN MINDS, will wrap up the session with a classroom discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.
Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. We will retrace the steps of General Robert E. Lee and General James Longstreet as they made the decisions that would ultimately determine not only the outcome of the Battle of Gettysburg, but possibly the ultimate outcome of the Civil War.
On the final day of the Battle of Gettysburg, the commander of the entire Confederate army, General Robert E. Lee found himself at odds with his trusted commander, General James Longstreet. General Lee lacked solid intelligence on the Union’s strength, size, and positional advantage; which led him to make the fateful decision to launch an infantry assault on the center of the Union line at Cemetery Ridge – despite the protests of General Longstreet. The assault required the Confederate troops to march nearly a mile over an open field and to climb over several fences under open fire from the Union line. This disastrous end to the battle resulted in a fifty percent casualty rate among the Confederate troops, and is seen as not only the decisive end to the Battle of Gettysburg, but also the turning point in the Civil War.
John F. Talbot, Ph.D.
Vice President, Corporate Strategy, Jefferson Center for Mental Health, & Senior Associate, OPEN MINDS
John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.
Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.
Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.
Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.
Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.
Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.
Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.
Robert Prosperi
Licensed Battlefield Guide, Gettysburg
Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.
×The ‘Melting’ Value Chain: How To Position Your Organization For Success In A New Era
Keynote Address
Monica E. Oss
Chief Executive Officer, OPEN MINDS
Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
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