Institute Agenda


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Day One Monday September 17
Day Two Tuesday September 18
Day Three Wednesday September 19
Day Four Thursday September 20
Day Five Friday September 21
1:00 pm - 4:00 pm

How To Build Value-Based Payer Partnerships: An OPEN MINDS Executive Seminar On Best Practices In Marketing, Negotiating, & Contracting With Health Plans

Executive Seminar

Across the country, managed care organizations are successfully delivering treatment services to large populations and doing it in a way that saves states significant sums of money. These demonstrated savings show that value-based reimbursement and managed care arrangements aren’t going anywhere, which means that executives of provider organizations must find a way to position themselves to work closely with managed care companies.

How? By developing relationships with the payers in your market, considering what metrics they are tied to and how you can help them to meet their performance requirements, discussing how you can align programs and services with the goals of the payers and health plans in your market, and providing data that proves your service lines can achieve both high quality outcomes and lower costs. In this crucial seminar, we will discuss:

  • How to start strategic conversations with health plans
  • How to demonstrate your organization’s value in way that will capture health plan's interest
  • How to secure and optimize service agreements with health plans

Richard Louis, III

Advisory Board Member, 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.

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7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

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 partners, and prepare for the day ahead.


8:30 am - 9:00 am

Welcome & Opening Remarks

Plenary

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past 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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9:00 am - 10:00 am

Key Issues Shaping The Market For Complex Consumers: The Health Plan Perspective On What Executives Need To Know To Succeed

Keynote Address

William Lopez, M.D., CPE

Senior Medical Director-Behavioral Health, Cigna Behavioral Health

Dr. William Lopez is a Lead Medical Director for Cigna Behavioral Health and manages a team of doctors responsible for medical necessity reviews, case management and claims activities. He also oversees the revision of CBH’s Medical Necessity Criteria, has a leading role in the integration of behavioral health services into Cigna's collaborative accountable care programs, and represents behavioral health on a companywide task force that is currently implementing a national tele-health strategy.

Prior to joining Cigna in 2006, Dr. Lopez was a staff psychiatrist and then Medical Director for psychiatry at Snowden at Fredericksburg, a private behavioral health center in Virginia, and staff psychiatrist and medical director at Memorial Healthcare System in Michigan. Dr. Lopez was a captain in the U.S. Air Force, where he practiced aerospace medicine, and is a veteran of operations Desert Shield and Desert Storm.

Dr. Lopez holds a bachelor’s degree in biology from the University of Puerto Rico and a medical degree from the Ponce School of Medicine in Ponce, Puerto Rico. After completing an internship in internal medicine at Western Reserve Care System in Ohio, he completed a residency in psychiatry and a fellowship in geriatric psychiatry at the University of California San Diego.

Dr. Lopez is a certified physician executive through the Certifying Commission in Medical Management, is board certified in psychiatry, and is licensed in Florida, North Carolina, South Carolina and Virginia. Dr. Lopez is a member of the American Medical Association, the American Association for Geriatric Psychiatry, the American College of Physician Executives and the National Hispanic Medical Association.

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9:00 am - 10:15 am

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.

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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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.

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Howard Shiffman

Senior Associate, OPEN MINDS

Mr. Shiffman has over 30 years of successful organizational and business experience in human service fields including expertise in executive management, strategic planning, business development, finance, marketing, market intelligence research, fundraising, and board development. He has hands-on expertise that comes from successful management and consulting with a number of programs. Prior to joining OPEN MINDS Mr. Shiffman served as Chief Executive Officer of Griffith Centers for Children, a COA-accredited, full-service treatment program for severely troubled youth and their families. He also developed one of the first offense-specific sex offender program in the United States.

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Paul Neitman, LMSW

Senior Associate, OPEN MINDS

Paul Neitman, LMSW has over 35 years of experience in the health and human service field, most recently as chief operating officer of Holy Cross Children’s Services in Michigan. Throughout his career at Holy Cross, where he started as a treatment specialist, Mr. Neitman served in both clinical and business leadership positions. This included executive responsibilities for two acquisitions — an inpatient substance abuse treatment organization and a counseling organization. During these acquisition activities, he served on the due diligence committee and lead the initiative to integrate the organizations into Holy Cross.

In a concurrent position contracted with Holy Cross, Mr. Neitman became acting Chief Executive Officer for Catholic Charities of Monroe County (Michigan). Part of his duties included over seeing all clinical programs (including a $2.5 million Head Start grant), payer relationships, and community relations and development.

Mr. Neitman also led a multi-year initiative to create the Samaritan Center — a one-stop human service center in Detroit. The Samaritan Center, which opened in 2001 on the site of a closed hospital, now provides a variety of services to the neighborhood — urgent care, health care, dental services, behavioral health, skilled nursing services, job training, an alternative high school, and more — through collaborations with 80 other local health and human service organizations. He continues to serve on the organization’s board of directors and has been part of a team building the center to an operation with $100 million operating budget and more than 1,000 employees within the center.

In his work with Holy Cross, Mr. Neitman was instrumental in setting up the organization’s first foundation in 2009 and enhancing its ability to raise funds to serve the community. His experience with board development and grant writing contributed to the success of the Holy Cross Foundation. Most recently, he wrote a proposal for Michigan’s first social impact bond initiative.

Throughout his career, Mr. Neitman has been involved with the design, funding, development, and operation of charter schools in both Michigan and Ohio that focused on the needs of at-risk youth. He has also lead the development of a college preparatory academy for foster care youth. In the on-going operation of these charter schools, Mr. Neitman has served in a number of governance and management roles, including board member and board chairman.

Mr. Neitman currently serves as a board member for the Samaritan Center, Inc., Holy Cross Youth & Family, and the Michigan Federation. He also served on the editorial board for Residential Treatment for Children and Youth. He has a Bachelor’s degree from Miami University of Ohio and a Masters’ of Social Work Administration from the University of Michigan.

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9:00 am - 12:00 pm

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. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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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.

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10:15 am - 11:30 am

Thought Leader Discussion With William Lopez, M.D., Senior Medical Director-Behavioral Health, Cigna

Breakout Discussion Session

Join us for a follow-up session with our keynote speaker, William Lopez, M.D., Senior Medical Director-Behavioral Health, Cigna. Use this time to ask questions and continue the morning’s discussion with Dr. Lopez and OPEN MINDS chief executive officer Monica E. Oss.

William Lopez, M.D., CPE

Senior Medical Director-Behavioral Health, Cigna Behavioral Health

Dr. William Lopez is a Lead Medical Director for Cigna Behavioral Health and manages a team of doctors responsible for medical necessity reviews, case management and claims activities. He also oversees the revision of CBH’s Medical Necessity Criteria, has a leading role in the integration of behavioral health services into Cigna's collaborative accountable care programs, and represents behavioral health on a companywide task force that is currently implementing a national tele-health strategy.

Prior to joining Cigna in 2006, Dr. Lopez was a staff psychiatrist and then Medical Director for psychiatry at Snowden at Fredericksburg, a private behavioral health center in Virginia, and staff psychiatrist and medical director at Memorial Healthcare System in Michigan. Dr. Lopez was a captain in the U.S. Air Force, where he practiced aerospace medicine, and is a veteran of operations Desert Shield and Desert Storm.

Dr. Lopez holds a bachelor’s degree in biology from the University of Puerto Rico and a medical degree from the Ponce School of Medicine in Ponce, Puerto Rico. After completing an internship in internal medicine at Western Reserve Care System in Ohio, he completed a residency in psychiatry and a fellowship in geriatric psychiatry at the University of California San Diego.

Dr. Lopez is a certified physician executive through the Certifying Commission in Medical Management, is board certified in psychiatry, and is licensed in Florida, North Carolina, South Carolina and Virginia. Dr. Lopez is a member of the American Medical Association, the American Association for Geriatric Psychiatry, the American College of Physician Executives and the National Hispanic Medical Association.

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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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10:30 am - 11:45 am

Netsmart Knowledge Partner

Knowledge Partner

Sponsored by Netsmart


10:30 am - 12:00 pm

How To Develop A Strategic Plan: Best Practices In Strategy, Portfolio Management, & Scenario-Based Planning

Breakout Session

Strategic planning – the process of planning how best to use your organizational resources in a way that keeps ahead of the competition in meeting the needs of your customers – is more important than ever as the changes in health and human service remake the landscape. These market changes have had a dramatic effect on strategic planning. Instead of incremental next steps, executive teams find themselves needing to rethink the fundamentals of their organization – its competitive advantage, market positioning, and sustainable business models. This makes a market-focused, structured strategic planning process more important than ever. This session will include a presentation on OPEN MINDS' tried and true best practices for strategic planning, and we will hear from an organization that recently went through the process of developing a strategic plan.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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Breathing Through Stress & Using The Principles Of Yoga To Manage People

Breakout Session

Over the past several years, the world of health and human services has been changing at a rapid pace. As executives, the responsibility of leading your organization successfully through this time of disruption falls squarely on your shoulders. In this challenging environment, executives are particularly susceptible to stress, fatigue, and burnout. In this interactive session, we’ll review how you can utilize the principals of yoga to de-stress and lead your team with focus and clarity.

Sharon Hicks, MBA, MSW

Senior Associate, OPEN MINDS

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

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

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

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

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

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12:00 pm - 2:00 pm

Lunch On Your Own

Networking


2:00 pm - 3:30 pm

Jumping The ‘Strategy-To-Execution Gap’: How To Build An Implementation Plan & Develop KPIs For Long-Term Strategy Management

Breakout Session

Stacy DiStefano

Chief Operating Officer, OPEN MINDS

Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.

Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.

Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.

Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.

Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.

She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.

Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.

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Bob Lincoln

Chief Executive Officer, County Social Services Mental Health & Disability Services Region

Bob has been a county mental health and disability services administrator for 28 years. In 2009 he formed Iowa’s first multi-county collaborative that was to become the template for Mental Health Redesign in 2013 creating 14 Mental Health and Disability Service Regions from 99 counties. In 2012 he facilitated the launch of Iowa’s first Crisis Stabilization Center and non-Sheriff transport of individuals under mental impairment civil commitment. He launched Iowa’s first START Team in 2015. This is a national program supported by the Center for START at the University of New Hampshire. It provides specialized mental health treatment and intervention to individuals with developmental disability and mental illness. Most recently he served on a state workgroup that lead to comprehensive mental health legislation that will establish a state-wide 24/7 crisis number, at least 6 Access Centers, 22 Assertive Community Treatment Teams and 120 specialized services for individuals with complex needs. Bob holds a Masters of Social Work License, MBA from Drake University and undergraduate in Industrial Psychology from Morningside University.

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Jim Wallis

Corporate Director of Business Development & Public Affairs, Chestnut Health Systems

Bio coming soon!

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2:00 pm - 4:00 pm

Addressing The Challenges Of The Complex Consumer Market: A Market Intelligence Update

Breakout Session

There is certainly a lot of uncertainty in the health and human service world these days. The new Trump administration, the future of Medicaid expansion, what happens to parity, and the possibility of more state control of Medicaid and human service funding are all factors shaping the market. Fortunately, in this changing market, there are a lot of opportunities for provider organizations to consider. Unfortunately, there is no right answer to this strategic puzzle – organizational competencies, the payer landscape in the service area, competitive program offerings, and organizational assets (both human and financial) are part of this complex equation. The place to start is by understanding your environment, your payers, and your consumers. This can’t-miss session is designed to do just that – OPEN MINDS chief executive officer Monica E. Oss will discuss the national and local trends that are shaping the market for organizations serving complex consumers, her predictions for the years ahead, and most importantly, how you can position your organization for success in our shifting market.

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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2:00 pm - 5:00 pm

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. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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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.

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3:30 pm - 4:45 pm

Women In Leadership: A Discussion Session On Supporting Women In Management Roles

Breakout Session

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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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.

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Sharon Hicks, MBA, MSW

Senior Associate, OPEN MINDS

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

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

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

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

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

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Stacy DiStefano

Chief Operating Officer, OPEN MINDS

Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.

Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.

Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.

Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.

Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.

She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.

Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.

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3:45 pm - 5:00 pm

Executive Compensation: How To Negotiate & Manage The Compensation Process

Breakout Session

As many executives can tell you, merit alone cannot always guarantee a strong compensation package – in many circumstances it comes down to the power of negotiation. But what are the considerations? How has the compensation landscape changed? And how can you assure that you find the best possible package for both you and the organization you are serving? In this unique session, OPEN MINDS Senior Associate Rich Louis III, will lead the panel discussion on everything executives need to consider when negotiating compensation packages.

Richard Louis, III

Advisory Board Member, 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.

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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.

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Howard Shiffman

Senior Associate, OPEN MINDS

Mr. Shiffman has over 30 years of successful organizational and business experience in human service fields including expertise in executive management, strategic planning, business development, finance, marketing, market intelligence research, fundraising, and board development. He has hands-on expertise that comes from successful management and consulting with a number of programs. Prior to joining OPEN MINDS Mr. Shiffman served as Chief Executive Officer of Griffith Centers for Children, a COA-accredited, full-service treatment program for severely troubled youth and their families. He also developed one of the first offense-specific sex offender program in the United States.

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Paul Neitman, LMSW

Senior Associate, OPEN MINDS

Paul Neitman, LMSW has over 35 years of experience in the health and human service field, most recently as chief operating officer of Holy Cross Children’s Services in Michigan. Throughout his career at Holy Cross, where he started as a treatment specialist, Mr. Neitman served in both clinical and business leadership positions. This included executive responsibilities for two acquisitions — an inpatient substance abuse treatment organization and a counseling organization. During these acquisition activities, he served on the due diligence committee and lead the initiative to integrate the organizations into Holy Cross.

In a concurrent position contracted with Holy Cross, Mr. Neitman became acting Chief Executive Officer for Catholic Charities of Monroe County (Michigan). Part of his duties included over seeing all clinical programs (including a $2.5 million Head Start grant), payer relationships, and community relations and development.

Mr. Neitman also led a multi-year initiative to create the Samaritan Center — a one-stop human service center in Detroit. The Samaritan Center, which opened in 2001 on the site of a closed hospital, now provides a variety of services to the neighborhood — urgent care, health care, dental services, behavioral health, skilled nursing services, job training, an alternative high school, and more — through collaborations with 80 other local health and human service organizations. He continues to serve on the organization’s board of directors and has been part of a team building the center to an operation with $100 million operating budget and more than 1,000 employees within the center.

In his work with Holy Cross, Mr. Neitman was instrumental in setting up the organization’s first foundation in 2009 and enhancing its ability to raise funds to serve the community. His experience with board development and grant writing contributed to the success of the Holy Cross Foundation. Most recently, he wrote a proposal for Michigan’s first social impact bond initiative.

Throughout his career, Mr. Neitman has been involved with the design, funding, development, and operation of charter schools in both Michigan and Ohio that focused on the needs of at-risk youth. He has also lead the development of a college preparatory academy for foster care youth. In the on-going operation of these charter schools, Mr. Neitman has served in a number of governance and management roles, including board member and board chairman.

Mr. Neitman currently serves as a board member for the Samaritan Center, Inc., Holy Cross Youth & Family, and the Michigan Federation. He also served on the editorial board for Residential Treatment for Children and Youth. He has a Bachelor’s degree from Miami University of Ohio and a Masters’ of Social Work Administration from the University of Michigan.

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7:00 pm - 9:30 pm

Night At The Museum & Networking Reception

Networking

Don’t miss one of the most anticipated events at this year’s retreat – a night out at the museum! This is an evening attendees won’t soon forget, complete with exclusive access to the entire museum for Leadership Retreat attendees.

Exclusive After-Hours Access To Museum Exhibit Galleries & Bookstore

The Gettysburg Museum and Visitor’s Center is home to thousands of Civil War artifacts and relics from the Battle of Gettysburg. Institute attendees will have private, after-hours access to all areas of the museum, including the book store/gift shop. National Park Service employees and our licensed battlefield guide, Robert Prosperi, will be on hand throughout the evening to answer all of your questions.

7:30 pm – 8:00 pm: Private Showing Of The Film “A New Birth Of Freedom”

Just a few months after the battle of Gettysburg, President Abraham Lincoln called for a “new birth of freedom” during his now-famous Gettysburg Address. This film, sponsored by the History Channel and narrated by award winning actor Morgan Freeman, places the Battle of Gettysburg in the larger context of American history and gives an in-depth overview of how the events of the Battle shaped a nation.

8:00pm – 8:30 pm: Exhibition Of The Famous Gettysburg Cyclorama

Paul Philippoteaux’s 1883 cyclorama painting of the Battle of Gettysburg is among the last surviving cycloramas in the United States. This breathtaking painting literally surrounds you and stands longer than a football field and as tall as a four-story structure. Newly-restored, the painting provides a unique 360° view of all the details of the final day of the Battle of Gettysburg and gives viewers a true sense of what occurred during the battle.


8:00 am - 9:00 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


9:00 am - 10:00 am

Next Generation Models For Health Plan Behavioral Health Services

Keynote Address

The increase in integrated care coordination and value-based reimbursement is changing financing and care delivery models for behavioral health care provider organizations and leading to innovative models of care management for complex consumer populations. In this feature session, we’ll take a look at an example of this “next generation” care model and its impact on behavioral health. Debra Smyers, Senior Vice President, Health Services, Sunshine Health will review Centene’s new models of care management for behavioral health, explore changing expectations for behavioral health provider organizations in a value-based market, and discuss her perspective on the future models of health plan reimbursement and service delivery for consumers with complex needs.

Debra Smyers

Senior Vice President, Health Services, Sunshine Health

Ms. Smyers is Senior Vice President of Health Services, Sunshine Health and serves as the executive clinical leader for the utilization management, care management, quality and pharmacy programs to improve the cost and quality of care for multiple populations, including Medicaid, Child Welfare and Special Needs products. Ms. Smyers uses a population management strategy based on integration of physical and behavioral health needs in a holistic manner with measurable outcomes.

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9:00 am - 10:15 am

Changing Executive Team Roles: New Executive Competencies For A New Market

Breakout Session

John F. Talbot, Ph.D.

Chief Strategy Officer, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has 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. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. 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. In his role with Colorado Care Management, Dr. Talbot also 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. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot 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. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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Linda Timmons

President & Chief Executive Officer, Mosaic

Linda's career began in high school working on the Bethphage campus at Axtell, Neb. Through the years she has held numerous positions in several states within the organization. When Mosaic was formed in 2003, Linda was named Senior Vice President of Program Services. In 2006, she was named President and Chief Operating Officer. She became Mosaic's President and Chief Executive Officer on July 1, 2008. She holds a Bachelor of Arts from the University of Nebraska at Kearney, and a Master of Arts from St. Edward's University in Austin, Texas.

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9:00 am - 12:00 pm

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, Joseph Naughton-Travers will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.

Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles.

Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far-left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill – meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing over one hundred soldiers and maintaining the Union defense of the high ground of the battlefield.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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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.

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10:15 am - 11:30 am

Thought Leader Discussion With Debra Smyers, Senior Vice President of Medical Management of Sunshine Health

Breakout Discussion Session

Join us for a follow-up session with our keynote speaker, Debra Smyers, Senior Vice President of Medical Management of Sunshine Health. Use this time to ask questions and continue the morning’s discussion with Ms. Smyers and OPEN MINDS senior associate Annie Medina.

Debra Smyers

Senior Vice President, Health Services, Sunshine Health

Ms. Smyers is Senior Vice President of Health Services, Sunshine Health and serves as the executive clinical leader for the utilization management, care management, quality and pharmacy programs to improve the cost and quality of care for multiple populations, including Medicaid, Child Welfare and Special Needs products. Ms. Smyers uses a population management strategy based on integration of physical and behavioral health needs in a holistic manner with measurable outcomes.

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Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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10:30 am - 11:45 am

When Technology Becomes Integral To Strategy: Leading In A Virtual Environment

Breakout Session

Sharon Hicks, MBA, MSW

Senior Associate, OPEN MINDS

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

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

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

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

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

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10:30 am - 12:00 pm

The New Leadership Challenge: Culture & Change Management In A Value Based Market

Breakout Session

John F. Talbot, Ph.D.

Chief Strategy Officer, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has 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. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. 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. In his role with Colorado Care Management, Dr. Talbot also 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. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot 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. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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Neil Massey

Development Director of Dallas, Autism Treatment Center (ATC)

Neil Massey has been employed by the Autism Treatment Centers of Texas since 2008 where he currently serves as Deputy Director. Hired as Special Events Director, Neil has been promoted to several positions within the organization, including Development Director and his current position. Before entering the non-profit sector in 2005, Massey’s career had been in the political arena serving as a staff member to members of the Texas House of Representatives and the United States House of Representatives.

The Autism Treatment Centers of Texas is a nonprofit organization that provides services to children and adults with autism through programs located in Dallas, Fort Worth, and San Antonio. ATC serves over 650 individuals through autism-specific services, including Residential, Educational, Adult Services, and outpatient therapies (Speech, Occupational, Physical, Applied Behavior Analysis).

In 2016, Massey graduated with a Master’s Degree in Nonprofit Management from Regis University in Denver, Colorado. His graduate thesis focused on issues of change management as it relates to long-term sustainability of third sector organizations. Massey also received Nonprofit Leadership certification from CNM Connect and Southern Methodist University (SMU) in 2015. Massey also serves as a Board Member for Helping Agencies Serving Richardson, a collaborative partnership to coordinate health and human services in north Dallas.

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12:00 pm - 2:00 pm

Lunch On Your Own

Networking


Innovation Improving Financial & Patient Outcomes Today

Invitation-Lunch-Only

Sponsored by Business of Healthcare (BOH)

We all know the problem: unnecessary suffering from untreated conditions, massive consumer need for behavioral health and addiction care, provider shortages and misaligned financial incentives.  While not a panacea, many believe artificial intelligence, virtual health, digital patient engagement, data interoperability and realigned economic incentives will lead to better access, patient experience and outcomes.  But it all sounds like science fiction.

Can you deliver better behavioral health today leveraging current technologies?  Are better efficiencies and financial outcomes already happening?  In this BOH-hosted panel, experts in artificial intelligence, behavioral health managed care, digital patient engagement, integrated ‘bricks & clicks’ patient care, and secure EHR data interoperability show their independent work in action.  Speakers articulate why better patient experience, access, and outcome as well as provider and payer financial benefit is accruing now.

BOH host Matthew Hanis facilitates this carefully planned discussion and with real-time audience feedback.  Innovators New Directions Behavioral Health, Raiven Healthcare, Foothold Technology, and VPAC Clinical share their current work changing the future today:

  • a transformational payer serving the heaviest utilizers
  • artificial intelligence detecting patients and determining optimal treatment plans
  • digital engagement initiating diagnosis
  • data interoperability between medical, behavioral, and social service providers
  • integrated virtual and in-person care providing diagnosis, treatment, and reassessment for the whole patient.

Audience members provide real-time input and feedback.

This experiential session, including buffet lunch, will be recorded and later published to the BOH audience of 19,000 senior healthcare executives.

Matthew E. Hanis

Executive Producer & Founder, Business of Healthcare

A business of healthcare national expert, Matthew Hanis works with healthcare providers and the innovators serving them. He hosts the Business of Healthcare (BOH) interview series focused on elevating healthcare Mission and Margin.

Hanis has worked for or advised organizations such as Mercy, Fortress Investment Group, Atrium Health, and Thomas Reuters.

BOH interviews feature innovations sustainably improving healthcare Mission & Margin. Each discussion includes a healthcare executive and innovator concentrating on the same problem. Think “Nightline” or “How I Built This” just for healthcare.

Recent guest have included Chuck Stokes, President & CEO, Memorial Hermann Health System, Paul Kusserow, President & CEO, Amedisys, Blake Marggraff, Founder & Chief Executive Officer, Epharmix, and Patrick J. Kennedy, former U.S. Representative (D - RI) and lead sponsor of the 2008 Mental Health Parity Act.  You can access, at no charge, these and other published interviews at www.BOHSeries.com.

The BOH audience of 19,000 senior executives come from across healthcare . . . health system, payer, provider practice, government, pharma, device, health tech, and so on.

Hanis frequently speaks on healthcare trends and innovation.  Recent programs were delivered at Duke University, Saint Louis University, the Association of University Programs in Health Administration, the American College of Healthcare Executives, the Urgent Care Association of America, Truven 100 Top Hospital Summit, Microsoft’s Windows World Tokyo, University of California San Diego School of Medicine, Executive Connections, and St. Louis Healthcare Leaders.

Previously, Hanis led commercialization for Mercy Virtual, thought to be the world’s first and largest “Hospital without Beds”.  He has held P&L leadership positions with Advanced Practice Strategies, the Healthcare business of Thomson Reuters (now IBM’s Truven Health Analytics), APACHE Medical Systems and NCR Corporation.  He has commercialized businesses serving health systems, physician practices, state hospital associations, commercial insurance carriers, Medicaid agencies, and the US Department of Health and Human Services.

Hanis earned undergraduate degrees in History & Economics (Tulane University) and Certificates in Internetworking Science (Washington University in St. Louis), Accounting & Statistics (University of Michigan), and Product Management (Pragmatic Marketing Institute).  He resides in Charlotte, NC with his wife and children.

He strongly believes in achieving the balance between Mission and Margin in healthcare.

 

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Marlowe Greenberg, MPP

Founder & Chief Executive Officer, Foothold Technology

Marlowe has worked with nonprofit organizations and local governments as a consultant and educator, and is keenly aware of the philosophical and change-management issues that occur with the integration of new technology. He shapes many of the partnerships that help Foothold serve its client agencies.

 

Marlowe was previously a partner in the Flores Greenberg Consulting Group, where he directed projects for organizations such as Cisco Systems, Inc., the National Board for Professional Teaching Standards, and the City of Detroit. He also taught Microeconomics and Education Policy as well as a project-based class for graduate students at the University of Michigan Ford School of Public Policy. Prior to that, Marlowe worked at the Democratic Leadership Council’s think tank and Jobs for the Future in Boston, MA.

Marlowe graduated from Vassar College with honors. He holds a BA in Sociology, and completed coursework in Philosophy. He received his Master’s of Public Policy degree from the University of Michigan. He is a member of the Association of Public Policy Analysis & Management as well as the American Political Science Association. Marlowe is also an adjunct professor at the Milano School of Business at the New School University in New York City.

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Jim Stefansic, Ph.D., MBA

President and Chief Executive Officer, Raiven Healthcare

Jim Stefansic serves as President and Chief Executive Officer of Raiven Healthcare, a rapidly growing provider of healthcare artificial intelligence and data analytics solutions. An accomplished healthcare entrepreneur, Dr. Stefansic has years of experience launching and growing numerous healthcare technology businesses.

Dr. Stefansic was previously Co-founder and Chief Operating Officer of Pathfinder Therapeutics, Inc., where he helped bring two industry-leading image-guided surgical products to market. He was instrumental in raising more than $17 million in venture capital and SBIR funding to support Pathfinder’s growth, as well as in the eventual sale of the company to Analogic (NASDAQ: ALOG). Dr. Stefansic was involved in every facet of the business, from investor road shows, R&D, clinical trials and regulatory approval to business development, financial management, pricing and commercialization.

His experience includes serving as the Director of Commercialization at Launch Tennessee, where he led the statewide SBIR program and assisted numerous technology businesses in their growth and development. He was also a Research Professor at Vanderbilt University Medical Center, where he utilized functional magnetic resonance imaging techniques in image-guided neurosurgery, and was critical in the initiation of this technology within the Vanderbilt Vision Research Center. He has authored or co-authored more than a dozen peer reviewed scientific articles.

Dr. Stefansic received his BS degree in Biomedical Engineering from Johns Hopkins University and his MS and PhD from Vanderbilt University. His MBA is from Belmont University, where Mr. Stefansic was named the Distinguished Alumnus of the Year in 2011 and currently serves as an Adjunct Instructor of Business.

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Paul Harris

Chief Executive Officer, VPAC Clinical

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Peggy DeCarlis, MSSA, LCSW-C

SVP, Chief Operations and Innovation Officer, New Directions Behavioral Health

As Chief Operations and Innovation Officer, Peggy is responsible for clinical strategy, innovation and operations, as well as network operations. She started and leads new Direction’s PCBH program, providing population health-focused integrated behavioral health in customers’ PCMHs.  Additionally, she provides clinical oversight of the Employee Assistance Program (EAP), health plan account management teams. more >

With more than 30 years of experience in behavioral health, Peggy greatly shapes the company’s clinical innovations that help drive high quality, lower costs and better health outcomes for the more than 16 million individuals New Directions serves.

Peggy’s deep understanding of the rapidly changing health care industry and her unwavering focus on clients has been a key reason for New Directions’ swift growth. Since she joined the company in 2010, New Directions has tripled the number of people it serves through health plans and employers.

Prior to New Directions, Peggy was Regional Vice President of Operations for MCC, a behavioral health subsidiary of Cigna; Senior Vice President of Operations for Magellan Health; CEO of Hope Ridge Behavioral Health, a community mental health center in North Carolina; and Deputy Secretary for the Department of Human Resources for the State of Maryland.

Peggy received her bachelor’s degree from Allegheny College and an M.S.S.A from Case Western Reserve University in Cleveland, Ohio. She holds a LCSW-C license for independent practice in Maryland and is a Board-approved supervisor for Licensed Graduate Social Workers (LGSW) seeking advanced licensure.

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2:00 pm - 3:30 pm

Ethical Leadership In The Era Of Value-Based Reimbursement

Breakout Session

Ethical leadership is a commitment to doing what is right. In the world of non-profit health and human services, this can present many challenges. How do leaders balance the pressure for near-term results with the long-term public good? What is the role of leaders in policy and political issues? How do you weigh your bottom line against your responsibilities as a moral leader? In this session, we’ll test your ability to identify and respond to the tough ethical challenges facing leaders in a new era of value-based care.

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. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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Victor Armstrong

Vice President, Behavioral Health, Atrium Health

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Building The Management Pipeline: Identifying & Growing Future Leaders

Breakout Session

When you set out to identify future leaders to move your organization forward, do you know what to look for? Better yet, if you do not have an HR budget to spend on talent management, do you at least have a basic system and structure in place with the proper tools to evaluate talent? Once you have identified your future leaders, do you have a plan in place to for them to gain new leadership skills? Leadership recruitment and retention have become two of the most challenging issues facing health and human service organizations today. In this timely session, we will discuss:

  • The human resource management competencies that your organization needs to succeed
  • Keys in developing a management pipeline
  • Proven approaches for developing future leaders

Stacy DiStefano

Chief Operating Officer, OPEN MINDS

Stacy DiStefano brings over 20 years of business development and executive leadership experience in the health and human services industry to OPEN MINDS. She currently serves as OPEN MINDS Chief Operating Officer where she is responsible for operations management, business development, and innovation for OPEN MINDS Strategic Advisory Services.

Before joining OPEN MINDS, Ms. DiStefano served as the Vice President of Innovation for Resources for Human Development (RHD) in Philadelphia, Pennsylvania. In this role, she led the innovation, strategy, and national development efforts to broaden the scope of services, diversify funding sources, engage and maintain political relationships, and design programs based on regional needs to enhance systems of care. In addition, she built and maintained relationships through individual meetings, public speaking, conferences, providing expert testimony and research, making her a trusted leader of remote, mission driven teams with matrix reporting.

Previously, Ms. DiStefano served as the Director of National Business Development and Social Innovation, as well as the New Jersey Supportive Housing Director. Prior to her service at Resources For Human Development, Ms. DiStefano was a lead therapist at the Center For Behavioral Health in New Jersey, practicing individual, child, family, and couples-solution focused counseling in a managed care setting, while also mentoring and clinically training Master’s interns. Starting her career in Arizona, Ms. DiStefano gained valuable experience in community behavioral health at EMPACT-Suicide Prevention Center, now La Frontera, where she managed the Service Utilization Department while regularly filing shifts on the crisis response team.

Throughout her extensive career, Ms. DiStefano has demonstrated success in high level contract negotiations, strategy, government relations and creating collaborative partnerships. While she is skilled at public policy analysis, identifying and managing trends, Mergers and Acquisitions, and all phases of business development, she also brings a thorough understanding of corporate fiscal oversight and the budgeting budget process.

Recognized for her clinical acumen with a deep understanding of SPMI and IDD population, Medicaid waivers, homelessness and systemic effects of SUD and the opioid crisis, Ms. DiStefano has a proven ability to understand conflicting interests and build consensus.

She is considered to be a subject matter expert in Supportive Housing, Housing First, Harm Reduction, Trauma Informed Care, Olmstead, HCBS, Value Based Payment Arrangements, Managed Care Organizations, MLTSS, and population health management. In addition, Ms. DiStefano has been featured at numerous international speaking engagements discussing topics such as strategic planning and housing advocacy, as an engaging public speaker with confidence speaking to settings of all sizes.

Ms. DiStefano earned her Master of Counseling from the University of Phoenix and her Bachelor of Arts degree in Sociology from Arizona State University.

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2:00 pm - 5:00 pm

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 Terry Fox, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. To provide the proper context for this session, a handout including a brief introduction to Colonel Chamberlain and the Battle of Gettysburg will be made available to attendees. After we leave the battlefield, OPEN MINDS' Senior Associate, Joseph Naughton-Travers will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.

Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session examines how Colonel Chamberlain, in times of great distress, recognized the power of strategic thinking, made the necessary quick decisions, and preserved the overall goal of the Union Army. Colonel Chamberlain’s own battlefield experiences help us to realize the importance of good leadership, and to examine transactional and transformational leadership styles.

Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far-left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill – meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that swung around almost doubling back on its own line and capturing over one hundred soldiers and maintaining the Union defense of the high ground of the battlefield.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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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.

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3:45 pm - 5:00 pm

Adding Mindfulness Training To Address PTSD In Veterans

Breakout Session

This presentation will focus on the benefits of adding Mindfulness Training in concert with other traditional modalities that address Post Traumatic Stress Disorder in Veterans.  The use of Mindfulness Techniques, such as meditation, can significantly lower levels of stress and anxiety which reduces anger and creates a sense of calm that can break dysfunctional patterns of behavior that accompany PTSD.

An ideal integration of Mindfulness Training emphasizes the impact of stress,  basic guidelines for mindfulness practice, a discussion of the attitudes that support practice, and suggestions for how to work with the variety of challenges that commonly arise during mindfulness practice.  The program will evolve sequentially with exercises to increase awareness of the impermanence of sensations, images, feelings, and thoughts.  Exercises to overcome obstacles to practice are employed and exercises that help the practitioner to recognize and experience the unfiltered somatic sensations that may be habitually ignored or overridden are practiced.  This connection to physical sensations provides a window into our understanding of trauma and unresolved trauma with an exercise designed to provide a safe channel to release unresolved trauma along with practice in recognizing a flashback to a traumatic event and applying traumatic first aid.

The presentation will also include several brief demonstrations and group exercises to actively involve the participants.

Stephen Holoviak, Ph.D.

Subject Matter Expert, OPEN MINDS

Dr. Holoviak is a retired professor of Management at Penn State Mont Alto where he taught senior level business courses.  Steve is the author-and /or co-author of 6 books with his latest:  Reclaiming Your Calling : A Guide for Managers & Supervisors in The Health & Human Services Field ; 6  instructors manuals and workbooks, and authored over 120 articles in various journals and trade magazines; has three public TV scripts to his credit; and is the former Contributing Editor of the “Audio Human Resource Report Magazine”.  Prior to this he was the long tenure Dean of the John L. Grove College of Business at Shippensburg University.

He began his career with Merrill Lynch was later Director of Marketing for First National Bank of Maryland.  Steve has been an active consultant for 30+ years working in the areas of quality systems, labor relations& human resource management, organization design and project management. In retirement he has authored two fiction spy adventure novels; The Cuban Connection: A Stephen masters Adventure, and Iberia Calling: A Stephen Masters Adventure, Book ll both written under the pen name JTS Brown. He has four children, four grand children, loves to bike, golf and enjoys travel.

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Michael J. Hayduk, MS, MGA

Retired Leader, Retired U.S. Army Chief Warrant Officer 5, Defense Information Systems Agency

Mr. Hayduk is a retired leader from the Defense Information Systems Agency and retired as a U.S. Army Chief Warrant Officer 5 with deployments to Viet Nam, Saudi Arabia, and Afghanistan.  Mike is certified to teach yoga, meditation, and qigong and teaches at Gaia Kosha Yogic Spa and the Chambersburg Memorial YMCA.  Mike has authored several published articles on the subjects of technology and training.  Mike spends his time reading and writing; painting, drawing, and sculpting; gardening; shooting photos; traveling and hiking.  He has raised two children and resides in Chambersburg with his wife, Elizabeth.

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5:00 pm - 6:00 pm

Executive Networking Reception

Networking

Join us for this special executive networking reception in the historic Gettysburg Hotel. Take this time to debrief, share your experiences, and make plans to further develop your professional network with our faculty and your fellow attendees.


8:00 am - 9:00 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


9:00 am - 10:15 am

How To Retain & Grow Direct Support Professionals

Breakout Session

Annie Medina, MBA, ACNP-BC

Senior Associate, OPEN MINDS

Annie Medina, MBA, ACNP-BC, brings over ten years of experience in the health and human services industry to the OPEN MINDS team. Her expertise spans both clinical and operational functions and is focused in business operations, strategic planning, project management, training and curriculum development, and policy and procedure design. Ms. Medina currently serves as OPEN MINDS Executive Vice President of the Consulting Practice. In addition to her work with OPEN MINDS, Ms. Medina is a Hospice Nurse Practitioner for Crater Community Hospice.

Prior to joining the OPEN MINDS team, Ms. Medina was the Chief Operating Officer for Poplar Springs Hospital, a member of Universal Health Services, based in Petersburg, Virginia. In this role, she was responsible for performance improvement, policy and procedure creation, and strategy development and implementation for the hospital’s Joint Commission and CMS regulatory surveys. Prior to this role, Ms. Medina was a MBA intern for the Popular Springs CEO where she focused on business development, process improvement, training tool development and evaluation of newly offered programs.

Previously, Ms. Medina served as a Nurse Practitioner (NP) for both Hospitalist Consultants, Inc. and for VCU Health System. At Hospitalist Consultants, she was an Internal Medicine NP. As a hospitalist, she provided medical care to patients in Tucker’s Psychiatric Hospital and educated psychiatric nurses regarding the patients’ diagnoses and medical needs. At VCU, Ms. Medina was an Emergency Department NP, where she provided care to patients at a Level I Trauma Center. Additionally, she was a provider in the observation unit, a 10-bed patient unit attached to the Emergency Department, and coordinated clinical care for patients who would otherwise be medical inpatients.

Complementing her past experience, Ms. Medina remains highly involved in professional organizations and is currently a member of the Virginia Council of Nurse Practitioners, Sigma Theta Tau Honors Society of Nursing, and American College of Healthcare Executives. She was recognized in the 2011 cohort of “40 under 40” by the Virginia Nurses Foundation for activities that support her profession and community.

Ms. Medina earned her Master of Business Administration focused in Health Sector Management and Bachelor of Science in Psychology from College of William & Mary. She also earned a Master of Science in Nursing (Acute Care Advanced Practice) and a Bachelor of Science in Nursing from Virginia Commonwealth University, and later went on to teach both nursing students and medical students at the school. Ms. Medina is a registered nurse (RN) in Virginia with multistate authority and is a registered acute care nurse practitioner (ACNP-BC) in Virginia.

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Linda Timmons

President & Chief Executive Officer, Mosaic

Linda's career began in high school working on the Bethphage campus at Axtell, Neb. Through the years she has held numerous positions in several states within the organization. When Mosaic was formed in 2003, Linda was named Senior Vice President of Program Services. In 2006, she was named President and Chief Operating Officer. She became Mosaic's President and Chief Executive Officer on July 1, 2008. She holds a Bachelor of Arts from the University of Nebraska at Kearney, and a Master of Arts from St. Edward's University in Austin, Texas.

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Diversifying Your Revenue Streams: How To Successfully Launch A New Service Line

Breakout Session

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 and hear from an executive who has been there. 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, and a target costing model for launching new services.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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9:00 am - 12:00 pm

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

Battlefield 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, OPEN MINDS' Senior Associate, John Talbot 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.

Chief Strategy Officer, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has 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. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. 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. In his role with Colorado Care Management, Dr. Talbot also 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. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot 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. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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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.

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10:30 am - 11:45 am

Creating Public/Private Partnerships: Making Meta Leadership Work

Breakout Session

Richard Louis, III

Advisory Board Member, 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.

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Anthony Hassan, Ed.D, LCSW

Chief Executive Officer & President, Cohen Veterans Network

As the inaugural CEO of the Cohen Veterans Network, Dr. Hassan oversees the establishment of 25 mental health clinics nationwide. These clinics are designed to improve the mental health outcomes for post-9/11 veterans and their families, with a particular emphasis on post-traumatic stress, through high-quality, free, and accessible mental health care. In addition, he leads efforts to advance the field through funded research initiatives and training programs to improve care within the network and beyond.

Hassan is a veteran of the United States Army enlisted and Air Force officer with 30 years of experience in military behavioral health, serving as a military social work officer, leader, clinician, and academic. He served during Operation Iraqi Freedom in 2004 on the first-ever Air Force combat stress control and prevention team embedded with the Army. He also led the largest military substance abuse and family advocacy programs in the Pacific. These programs were recognized as benchmark programs and training sites for all other Pacific bases.

He most recently served as the inaugural Director and Clinical Professor of the Center for Innovation and Research on Veterans & Military Families (CIR) at the University of Southern California School of Social Work. During his tenure at CIR from 2009-2015, Hassan was instrumental in the exponential growth of the school’s military social work program and community-based research on veterans and military families. He has strong relationships with the most senior levels of leadership in the U.S. Department of Defense, U.S. Department of Veterans Affairs, and Washington, D.C.

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Bob Vero, Ed.D.

Chief Executive Officer, Centerstone Tennessee

Dr. Robert (Bob) Vero has worked in behavioral healthcare for nearly four decades. As Chief Executive Officer of Tennessee’s largest community-based behavioral healthcare provider, he is responsible for the leadership, fiscal accountability and operational oversight of all clinical divisions, specialized services, strategic business development. With an annual operating budget $70 million and a staff of 1000 employees, Centerstone Tennessee serves nearly 60,000 individuals and families each year.

Vero received his BA in Psychology and MS in Counseling from Creighton University in Omaha, Neb.. He earned his Doctorate in Human Development Counseling from George Peabody College of Vanderbilt University in Nashville, Tenn.

He is a Licensed Marital and Family Therapist, a Licensed Professional Counselor and a Licensed Psychological Examiner. His clinical experience includes both private and community-based practice with special focus on substance abuse prevention, marriage and family therapy, and critical incident stress management services. He also has served as a psychological consultant to several law enforcement agencies and volunteered his personal service during 9/11 and in recent national disasters.

Vero has held adjunct faculty positions in both Omaha and Nashville and served as a volunteer Board member for several middle Tennessee not-for-profits including Cumberland University, where he is currently a member of the Board of Trustees, and the Tennessee Association of Mental Health Organizations (TAMHO) for which he is President-elect.

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10:30 am - 12:00 pm

Crucial Conversations In Leadership: How To Make Authentic Connections & Get The Feedback You Need To Be A Better Leader

Featured Speaker

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.

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Laurie Keenan McGarvey

Senior Consultant for Organization Effectiveness, Perelman School of Medicine, University of Pennsylvania

Laurie Keenan McGarvey is a well known practitioner in the fields of communication and organizational behavior. She serves as the Senior Consultant for Organization Effectiveness at the Perelman School of Medicine at the University of Pennsylvania. She also founded The McGarvey Group in order that she work with individuals and organizations to become the best version of themselves.  This endeavor came as a result of over 15 years working within global organizations unable to become transparent and  authentic.  In that time she was able to impact individuals to let go of what they thought they  should be and become who they were actually called to be.  In addition to her executive  coaching and leadership training programs, she also devotes time to raising funds for addiction and recovery with The Herren Project as a marathon runner.

She holds advanced degrees from Kent State University in Adult Learning, Organizational Behavior, and Communications.  She is a certified professional coach and Master Trainer for Crucial Conversations and Influencer with VitalSmarts.

She is called to be a Keynote Speaker for the Society of Vascular Surgeons and the Association of Women Physicians.

Her joy can be easily found in her role as the “momager” to her two teenagers, Izzy and Jack.

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12:00 pm - 1:30 pm

Credible Lunch & Learn

Invitation-Only Lunch

Sponsored by Credible Behavioral Health Software

Matthew M. Dorman

Co-Founder & CEO, Credible Behavioral Health Software

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12:00 pm - 2:15 pm

Lunch On Your Own

Networking


2:00 pm - 3:30 pm

After The Merger: How To Ensure A Speedy Integration To Build One Efficient Organization

Breakout Session

In recent years, studies have shown mergers to have a high failure rate – sometimes failing as often as 50%-90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition implementation plan that makes your organizational strategy successful?  In this crucial session, we will discuss how to overcome the challenges of creating a fully integrated and cohesive organization and hear from executives who will discuss both best practice and making that best practice work.

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. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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2:00 pm - 5:00 pm

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, OPEN MINDS' Senior Associate, John Talbot 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.

Chief Strategy Officer, Jefferson Center for Mental Health, & Advisory Board Member, OPEN MINDS

John F. Talbot, Ph.D., Advisory Board Member, has more than 30 years of experience in all aspects of healthcare, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board. Dr. Talbot has 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. He is currently Vice President of Integration Development at Jefferson Center for Mental Health in Denver, Colorado.

Prior to his current position, Dr. Talbot served as the President of a network of agencies providing care to children and families. 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. In his role with Colorado Care Management, Dr. Talbot also 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. Dr. Talbot’s previous experience included serving as the Director of the Master of Health Systems Program, and Associate Dean of University College at the University of Denver. He also held senior management positions at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues including the National Council Community Behavioral Health, Mental Health Corporations of America, the American Association of Residential Treatment Centers, the Medical Group Management Association, the Colorado Behavioral Health Council, the Mental Health Council of Arkansas, the New Jersey Association of Mental Health Agencies, and the Florida Behavioral Health Council.

Dr. Talbot 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. His volunteer work includes serving as the President of the Board of Human Services Inc. in Colorado.

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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.

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3:45 pm - 4:45 pm

Leadership Lesson #1 - Don't Be Surprised!

Keynote Address

In our current environment, the payer focus is on integration and on reducing the spend on the super-utilizer population by increasing integrated models of care coordination across medical, behavioral, pharmacy, and social support systems. The focus of integrated care coordination is aimed at achieving less acute care services and more home-based services. And this push is paving the way for both value-based reimbursement and the broader use of new technology. In this closing session, OPEN MINDS chief executive officer Monica E. Oss will discuss the essential ingredients to good leadership and review the key responsibilities of executive teams in a market filled with change and challenges.

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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9:00 am - 12:00 pm

How To Develop A Strategic Plan: An OPEN MINDS Executive Seminar On Best Practices In Strategy, Portfolio Management, & Scenario-Based Planning

Executive Seminar

In the current health and human service market, executives face their fair share of uncertainty. This leads many executive teams to either avoid or reluctantly initiate any major strategic initiatives that require long-term commitments. Unfortunately, “waiting for the dust to settle,” so to speak, isn’t a wise management choice. Regardless of the specifics of what lies ahead in the market, there are future developments that are likely and need to be addressed in the planning process. A successful strategic planning process will provide your organization with a roadmap – not only for developing plans in uncertain times, but also for putting those plans into action and evaluating their success. In this crucial seminar, we will discuss best practices in strategic plan development and the keys to success in strategic plan implementation.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, Ed.M., Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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9:00 am - 4:00 pm

The 2018 OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Best Practices For Non-Profit Health & Human Service Organizations – A Centerstone & OPEN MINDS Collaboration

Executive Summit

Giving executives the strategies and tools they need to overcome the challenges of making mergers and acquisitions work – selecting the right organizations, the M&A process, developing governance and management structures for a newly-merged organization, and the challenges of managing a bigger and more diverse organization.

Mergers and acquisitions are becoming more common in the health and human service space. There was a 13% increase in M&A from 2016 to 2017, and we are expecting 2018 to surpass that number as more healthcare executives identify M&A as their primary growth strategy.

With this strategy taking hold and growing in popularity, there is an increased need among leaders and executives to navigate the process. That is why we developed the Mergers, Acquisitions & Affiliations Summit. This summit will be the go-to event for leaders in need of strategies, guidance and tools to be successful.


7:30 am – 8:30 am

Registration & Breakfast


8:30 am – 9:15 am

Merger, Acquisition, & Affiliations (MA&A) Activity In The Health & Human Service Space - A Look At The Trends

Organizations in the health and human service space are growing larger – by mergers, acquisitions, affiliations, joint operating agreements, and many other tactical approaches.  The drivers are many – from a focus on value to a more competitive landscape.  In this session, get an overview of drivers of this change – and the view from the ground. This session will include:

  • An overview of merger, acquisition, and affiliation activity in the health and human service space
  • The changing competitive landscape in health and human services
  • The effects of affiliation activity on non-profit provider organization strategy

David C. Guth, Jr., Chief Executive Officer, Centerstone

 

 

Monica E. Oss, Chief Executive Officer, OPEN MINDS


9:15 am – 10:00 am

The Challenges (& Opportunities) Of Non-Profit Affiliations: The Centerstone Case Study

Explore how one organization successfully approaches the model for a multi-state affiliation structure and the process of leveraging scale for opportunities and capabilities.

David C. Guth, Jr., Chief Executive Officer, Centerstone

 

 

John Markley, MBA, Chief Executive Officer, Centerstone Illinois

 

 

Wayne Easterwood, Chief Information Officer, Centerstone

 

 

Debbie Cagle, Chief Marketing Officer, Centerstone

 

 

https://s3.amazonaws.com/uploads.hipchat.com/441412/5532140/jJtSLkumafrSUcC/Steve_Holman%20photo%20-%20edited.jpgSteve Holman, Chief Financial Officer,  Centerstone

 

 


10:00 am – 10:15 am

Break


10:15 am – 11:30

Finding The Right Organization For Your Merger, Acquisition Or Affiliation

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.

Monica E. Oss, Chief Executive Officer, OPEN MINDS


11:30 am – 1:00 pm

Lunch


1:00 pm – 2:15 pm

The MA&A Evaluation Process – Due Diligence, Financial Projections, & Valuation

When the executives of two organizations agree that a merger, acquisition, or affiliation is a good strategic fit,  what is the process to go from concept to final decision?   This session will focus on the process of going from concept to agreement – looking at due diligence, financial projections, and valuation.

David C. Guth, Jr., Chief Executive Officer, Centerstone

 

 

Jonathan G. Morphett, Managing Director, Head of Investment Banking, Avondale Partners, LLC

 

 


2:15 pm - 2:30 pm

Break


2:30 pm – 3:45 pm

Making The MA&A Happen – Negotiation, Contracts, Closing, & MA&A Implementation Planning

Taking a merger, acquisition, or affiliation from concept to reality is a complicated lift.   There are many steps from confirming that the combination would work to combining two organizations.  The best practices in going from decision to merged organizations is the focus of our panel.

Monica E. Oss, Chief Executive Officer, OPEN MINDS

 

 

Eric Keen, General Partner, Investment Team, Council Capital

 

 

Mark Lashley, Chief Executive Officer, Caregiver, Inc.


3:45 pm – 4:00 pm

The Future Of Non-Profit MA&A: The Future View

No issue is more top-of-mind for executives of health and human service organizations than figuring out the strategic implications of the unstoppable flow of mergers and acquisitions announcements. Every day there is a new headline announcing a new partnership, leaving executives to consider their market position and how to build new strategies for sustainability and competitive advantage. In this closing session, industry thought leaders David Guth and Monica Oss will discuss the state of M&A in the health and human service market and their perspective on the future challenges for non-profit organizations that service complex consumers.

David C. Guth, Jr., Chief Executive Officer, Centerstone

 

 

Monica E. Oss, Chief Executive Officer, OPEN MINDS