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2022 Institute Agenda

7:30 am – 4:30 pm ET

The OPEN MINDS Care Innovation Summit

Executive Summit – Sponsored by NextGen Healthcare

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

In an increasingly competitive health and human service market, success goes to the organizations with cutting-edge programs that leverage new technologies to deliver a better consumer experience and better value. Spend a day to meet the executives who have ‘been there and done that’ – developing next generation programming for consumer engagement, social determinants, remote monitoring, consumer employment, and care coordination. Let this year’s 2022 OPEN MINDS Care Innovation Summit be your springboard to innovation!

7:30 a.m. – 8:30 a.m. Executive Networking Breakfast & Registration

8:30 a.m – 9:00 a.m. Welcome & Opening

Paul Duck, Senior Associate, OPEN MINDS

9:00 a.m. – 10:00 a.m. Keynote: The Behavioral Health Epidemic – How Banner University Health Plans Is Driving Innovation Through Integrated Care, SDOH & Technology

Banner Health Plan is innovating in numerous areas, but one approach that has been especially successful is addressing basic human needs first, before anything else. By offering individuals housing and food first, Banner is then able to pivot further by connecting them to services and care. Through their partnerships with community-based providers, they are able to engage members in their care and connect them to medical and behavioral health services for further utilization. They have been collecting data regarding these initiatives, and now by leveraging technology, community partnerships, and collaboration with case management they are poised to expand their program further. Hear from our keynote speaker as she explains how Banner put these measures into place, and how they plan to continue to expand in order to help meet the needs of complex consumers and engage them in their care.

Sandra Stein, M.D., Chief Medical Officer, Banner University Health Plans

10:15 a.m. – 11:15 a.m. 1984 Has Come & Gone: The Advantages & Drawbacks Of Remote Monitoring

With the shift in service delivery systems, providing care in the home comes the need for remote monitoring capabilities (either by a 3rd party or self-monitoring). Remote monitoring technology products can record and track consumers outside of the clinical setting to help improve access to care, while decreasing overall costs and increasing compliance and engagement in care. Remote monitoring systems are useful for detecting issues earlier and overcoming transportation and other barriers to care. With advancements being made in monitoring consumers with both physical and behavioral health conditions, this session will focus on the:

  • Experience of an organization who has adopted remote monitoring systems, and how this has improved overall care for consumers with complex conditions
  • Advancements in remote monitoring and the benefits and challenges of incorporating and sustaining remote monitoring systems
  • Implications that remote monitoring has on the field of health and human services, and how this affects your organization           

C. Lynn Mason, President & Chief Executive Officer, Broadstep

Carol Clayton, Ph.D., Senior Associate, OPEN MINDS

11:30 a.m. – 12:30 p.m. You Can Lead A Horse To Water, But Will They Drink? Innovations In Consumer Engagement

Consumer engagement is key for achieving successful outcomes and value-based contract metrics. Consumers engaged in care not only experience better health outcomes but are less likely to wind up in expensive emergency care settings and use fewer resources overall. Consumers not in engaged in their health care are twice as likely to delay medical care, and three times as likely to have an unmet medical need. So, where does the health and human services landscape currently stand regarding consumer engagement? And where do our industry leaders see consumer engagement going for management of chronic conditions and behavioral health needs? What innovations surround consumer engagement? Join us as we uncover:

  • The current and future landscape of consumer engagement strategies and tools, and how the redesign of system processes must occur to incorporate them
  • How specialty provider organizations have built consumer engagement into their overall strategy and incorporated these initiatives into their practice
  • Examples of how provider organizations improved consumer engagement and the outcomes that have followed

Cory Storch, President & CEO, Bridgeway Behavioral Health Services

Deanne Cornette, Senior Associate, OPEN MINDS

12:45 p.m. – 2:00 p.m. Turning Artificial Intelligence Into Actionable Intelligence

Sponsored by NextGen

Please join us for a Lunch and Learn Knowledge Partner Session and presentation of a Care Innovation Award by our sponsor to COPA Health (www.copahealth.org) an Arizona based provider dedicated to changing the lives of those with developmental, intellectual or behavioral challenges. There is a great deal of data available to healthcare providers, but without good data management, it is often hard to use. For example, claims data might have a lag of up to 6 months, data from HIEs may need to be transformed before using, data from assessments may have multiple meanings, etc. Dr. Franczak will take us through how he and his organization are moving external/digital or artificial sourced data into assisted intelligence and finally into actionable intelligence.

Javier Favela, Vice President of Solutions, Behavioral Health, NextGen Healthcare

Dr. Michael Franczak, Director of Population Health, COPA Health

Sharon Hicks, Senior Associate, OPEN MINDS

2:00 p.m. – 3:00 p.m. Reframing The Definition Of Healthcare To Include Consumer Employment Programs

There are many aspects of employment that can affect one’s overall health. Things like job security, health insurance, paid sick leave, and parental leave, all have a direct effect on health and wellness. What role should health plans and service provider organizations have in assistance with employment for their members/consumers? An example include health plans paying for workforce and employment initiatives that help improve access and education and resources toward pursuing gainful employment. Join us as we talk with organizations that have created or are involved with workforce and employment development programs for consumers. In this session, we will discuss:

  • Employment as a social determinant of health
  • Innovative program design for employment pathways and access to employment resources
  • Examples of how addressing employment as health care is a necessary component of health plan benefits

Dan Lavallee, Director, Program Development, UPMC

Deanne Cornette, Senior Associate, OPEN MINDS

3:15 p.m. – 4:15 p.m. Who Is Doing What, Where, And How? Exemplary Care Coordination Models

Care coordination is a blanket term that many use to stress the importance of communication between care system entities, providers, and settings. But who is doing it well? What does it mean for your organization, and how can specialty provider organizations navigate their place within a largely fragmented system? Value-based models certainly emphasize the importance of care coordination. With the push towards home-based support services, and the confluence of staffing shortages, who then takes “control” of ensuring that care coordination is happening? Should your organization become a case management entity or partner with one? Who should direct the care of the individual—the primary care physician, the behavioral health provider, or consumers themselves? Expect to learn:

  • The role technology plays within care coordination
  • Methodologies to incorporate a care coordination strategy into your organization
  • The newest care coordination models and trends, and what the future holds

Melissa Hall, Chief Operations Officer & Executive Vice President – Behavioral Health, Monarch

Nicole Bryl, Chief Executive Officer, Children’s Health Home of Upstate New York

Carol Clayton, Ph.D., Senior Associate, OPEN MINDS

This summit will be available via livestream


9:00 am – 12:30 pm ET

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

Executive Seminar

Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to evolve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a major investment and choosing the right system (or keeping the wrong system) can make or break any organization.

This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or the upgrade of a system that isn’t delivering the functionality needed for sustainability. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

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

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

Joseph P. Naughton-Travers, Ed.M.

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

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

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

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

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

Sharon Hicks, MBA, MSW

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

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

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

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

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


1:30 pm – 4:30 pm ET

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

Executive Seminar

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

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

This Executive Seminar will be presented virtually October 13, from 10:00 a.m. – 12:00 p.m. ET

Joseph P. Naughton-Travers, Ed.M.

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

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

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

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

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

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


4:30 pm – 5:30 pm ET

Thought Leader Reception

Networking

7:30 am – 8:30 am ET

Registration & Breakfast

Networking

Grab your name badge, some coffee, and a light breakfast before the day begins!


8:30 am – 9:00 am ET

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

Welcome

The question of executive compensation is an important topic for boards and organizations who want to retain current executives and ensure a smooth succession when the time comes. The 2022 OPEN MINDS Executive Compensation & Retention Survey provides the data and trends to help develop a compensation and retention plan that is in tune with the current market. This survey provides information on:

  • The types of cash compensation incentives for chief executive officers—behavioral health, child and family services, long-term services and supports and intellectual and developmental disabilities, and primary care—by organizational revenue.
  • Trends in executive cash compensation by market—behavioral health, child and family services, long-term services and supports and intellectual and developmental disabilities, and primary care—by organizational revenue and by executive level.
  • Trends in the number of executives who plan to leave their organization in the next year and the reason they plan to leave their organization. Data is broken down by market, revenue, and executive level.
  • Trends in whether executives believe they can be replaced at the same pay. Data is broken down by market, revenue, and executive level.

This session will be available via livestream

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


9:00 am – 10:00 am ET

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

Keynote Address

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

This session will be available via livestream

Margaret Mays

Margaret Mays has over 20 years of health care industry. Her areas of expertise include quality program design and metrics-based programs, training development, health care processing systems, policy development, accreditation/regulatory requirements, and HEDIS. Dr. Mays is currently the Staff Vice President of Accreditation at Beacon Health Options.  Her role currently focuses on national redesign and improvement of the accreditation program, HEDIS quality of life cycle, performance measure and outcome program redesign.

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

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

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

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


10:15 am – 11:30 am ET

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

Executive Roundtable

As organizational culture continues to change and evolve, it’s time we learned to appreciate the different strengths and perspectives women bring to leadership roles. Women in leadership often face different challenges and face challenges differently than their male counterparts. To build strong leadership, organizations need to recognize the differences women bring to the table and determine how they can foster female career-growth and support in leadership positions. Our panel, comprised of dynamic women in leadership roles, will lead a discussion on facing challenges, overcoming barriers, and empowering women executives in the workplace by sharing their leadership stories and lessons learned. After this forum you should be able to:

•    Identify different strengths and perspectives women bring to leadership
•    Identify opportunities within your own organization to encourage female career-growth in leadership roles
•    Strategize on how to best support leadership development for women within your organization for sustainable change

Colleen Edwards

Colleen Edwards is Sr. Vice President of NextGen Healthcare, a market leader in cloud-based ambulatory healthtech. She leads a team of 75 talented marketers in supercharging company growth within a highly competitive landscape. With more than three decades of experience in B2B technology marketing, she has mentored many women (and men) and witnessed first-hand the growth of women in tech and leadership roles. Colleen taught Marketing at UCI for five years and was educated at Stanford University, Pepperdine University, and San Diego State University.

Barbara Banaszynski

Cari A. Guthrie, LCSW-C

Ms. Guthrie  is a licensed social worker who has been working in community mental health for over 25 years. She started her career working on the inpatient psychiatric unit at Montgomery General Hospital (now Medstar Montgomery) and then at Threshold Services residential rehabilitation program. She received her MSW from the University of Maryland in 1995 and worked for Johns Hopkins Bayview Mental Health Capitation Program Creative Alternatives in Baltimore for 3 years. She returned to Threshold Services in 1997 where she served as a Program Director, Rehabilitation Director and Clinic Director as well as the Chief Operating Officer. In 2012, Threshold Services merged with St. Luke’s House and became Cornerstone Montgomery. Cornerstone Montgomery is the largest provider of mental health services in Montgomery County serving over 2400 people.  In 2012, Ms. Guthrie became president and CEO of Cornerstone Montgomery.

Ms. Guthrie has been actively involved in implementing evidence based practices, including Family Psychoeducation, Integrated Treatment for Co-occurring Disorders, Motivational Interviewing, Illness Management and Recovery, Supported Employment, Stages of Change, Cognitive Behavioral Therapy, and Nonviolent Crisis Intervention. She facilitates training and consulting on these topics in Maryland and DC. 

In 2015, she served on the Montgomery County Mental Health Court Task Force. Ms. Guthrie is a member and serves on the board of Bethesda Chevy Chase Rotary. She also serves on the Board of Directors for Community Behavioral Health Association of Maryland and the National Council for Behavioral Health. Ms. Guthrie is a graduate member of the Leadership Montgomery Core Class of 2016 and in 2015-16 she was a member of the Vistage Executive Group. In 2016 Ms. Guthrie was one of 7 nonprofit leaders recognized by NonProfitPRO for her outstanding leadership, passion for the cause and paving the way for others to follow.  Under her leadership and vision, Cornerstone Montgomery’s budget has grown 30%, from $18 million to over $23 million.

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Becoming An Efficient Organization – The Metrics Of Financial Strength & Streamlining Your Service Portfolio

CFO Consortium

Sponsored by NextGen Healthcare

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

Takeaways from this session:

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

*Gourmet cookies will be available during this session!

This session will be available via livestream

Jeremy Wampler

Jeremy P. Wampler, CPA is the Treasurer and Chief Financial Officer. He formerly the Senior Vice President of Finance. Jeremy leads and manages the finance department and oversees all of the day-to-day financial operations. He provides fiscal management oversight for the agency’s financial reporting, budget and review process, contracting, and cash flow, as well as ensures compliance with the various external reporting requirements.

Prior to joining Acenda in 2009, Jeremy worked as a senior accountant for a local public accounting firm with experience across multiple industries in tax, accounting and auditing services. He holds a Bachelor of Science degree in Accounting and Finance from Eastern University, and he is a Certified Public Accountant.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.


11:30 am – 1:00 pm ET

Lunch On Your Own

Networking

12:45 pm – 4:15 pm ET

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

Battlefield Session

During this session, we will take a bus to the Gettysburg National Military Park, where a licensed battlefield guide will lead a tour of the important sites from day one of the Battle of Gettysburg. This session will include a review of General Buford’s actions, a discussion of the history of the battlefield sites, and time for questions and discussion with our guide. We will start and end the session with a classroom style discussion, led by OPEN MINDS Senior Associate, Ken Carr, who will highlight the leadership lessons learned from General Buford and the application of those lessons to the health care market today.

General John Buford played a critical role in the first day of the Battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. General Buford believed that a leader’s duty is to ensure their team is “positioned and prepared” for the challenges ahead—a good lesson for any leader, whether in the midst of a battle or in the midst of health care reform.

Before the start of the Battle of Gettysburg, General Buford’s troops were some of the first Union forces to enter the town of Gettysburg. Recognizing that he was facing a large concentration of Confederate troops, General Buford had positioned his forces to maintain the high ground of Cemetery Hill, South of Gettysburg, where they were able to hold off the Confederates until reinforcements could arrive. By maintaining the tactically superior position in Gettysburg for the Union, General Buford set in motion the eventual victory for the North. General Buford’s case study highlights the importance of strategic positioning and anticipatory leadership. (Limited to 45 participants)

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.


1:00 pm – 1:30 pm ET

Post Lunch Pick Me Up

Networking

Grab one of our special treats and visit with our great exhibitors!


1:30 pm – 2:30 pm ET

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

Thought Leader Discussion

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

Margaret Mays

Margaret Mays has over 20 years of health care industry. Her areas of expertise include quality program design and metrics-based programs, training development, health care processing systems, policy development, accreditation/regulatory requirements, and HEDIS. Dr. Mays is currently the Staff Vice President of Accreditation at Beacon Health Options.  Her role currently focuses on national redesign and improvement of the accreditation program, HEDIS quality of life cycle, performance measure and outcome program redesign.

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

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

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

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

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


1:30 pm – 2:45 pm ET

Data-Driven Decision Making: Using Data To Improve Your Market Position

Topical Case Study

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

During this session you can expect to learn:

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

This session will be available via livestream

Luming Li, MD, MHS

Dr. Li comes to The Harris Center from Yale, where she served as the Associate Director of Quality Improvement at Yale New Haven Psychiatric Hospital, and the Medical Director of Clinical Operations at Yale New Haven Health. In these roles, she led site-based and system-wide initiatives focusing on clinical quality and patient safety. She also served as an Assistant Professor of Psychiatry at the Yale School of Medicine where she provided oversight of quality improvement projects, serious event review, physician peer review and quality performance. She also taught medical students, residents and fellows on topics of leadership development and health systems science.

Dr. Li completed a 7-year B.A./M.D. program at Rutgers/Robert Wood Johnson Medical School, and residency training at the Yale School of Medicine, Department of Psychiatry. She has also served on national committees within the American Psychiatric Association (APA), including the Health Systems and Financing Committee (2017-2018) and was an APA Public Psychiatry Fellowship recipient. She was a 2019-2020 Health and Aging Policy Fellow, and American Political Science Association Congressional Fellow. Passionate about physician leadership and service, she is currently an executive board member for the American Association of Psychiatric Administrative Leaders. She has written numerous book chapters, published peer review articles and presented extensively on the topics of health services and psychiatric leadership at local, regional and national conferences.

Alice Kim, MA

As Chief Operating Officer, Kim oversees the operations and administration of the Cohen Veterans Network and all of its programs and initiatives.

Prior to joining the Cohen Veterans Network, she was the Director of Operations at the Center for Innovation and Research on Veterans & Military Families (CIR) at the University of Southern California School of Social Work. Kim oversaw the day-to-day operation of CIR and managed several large research projects funded by the Department of Defense to enhance the competence and capacity of civilian behavioral health care providers working with military populations. Kim also led the development of numerous cutting-edge programs such as an online training platform for behavioral health professionals, virtual avatar trainers for evidence-based practice and clinical skill, observed structured video examination (OSVE) for military clinical skill assessment, and inter-professional education using military-focused standardized patients. Throughout her career, she has worked for numerous major research initiatives focused on behavioral health care, community development, social welfare, and education. Kim received her BA from the University of Chicago and her MA from the University of Chicago, School of Social Service Administration.

Karyn Pratt

Karyn Pratt is Vice President of Marketing & Strategy Development at Adelphoi.

Karyn began her career at Adelphoi in 1990 and has previously served as Director of Marketing and Development, Community Relations Coordinator, Grant Writer and Development Supervisor. She currently oversees the organization’s marketing, communication and fundraising efforts, and leads the facilitation and execution of Adelphoi’s Strategic Plan.

Karyn received a Bachelor of Arts Degree from Saint Vincent College and an MBA from Clarion University.

Carol Clayton, Ph.D.

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


3:00 pm – 4:15 pm ET

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

Topical Case Study

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

In this session you can expect to hear:

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

This session will be available via livestream

Melissa Larkin-Skinner, MA, MBA, LMHC

Melissa Larkin-Skinner has served as CEO of Centerstone in Florida since 2016. She earned a master’s degree in rehabilitation counseling from USF and an MBA from Saint Leo University. A licensed mental health counselor with nearly three decades of experience working in the behavioral health care field, Larkin-Skinner started as a volunteer and has practiced in a variety of clinical and leadership roles.

She channeled her passion for helping individuals and families thrive into the development and implementation of the first Children’s Community Action Treatment (CAT) team in 2004, a clinical model that has been adopted statewide to assist children experiencing mental health and substance use disorders, and their families. In 2016 she was recognized as Florida Alcohol and Drug Abuse Association Administrator of the Year.

Larkin-Skinner is serving her second term as board chair for the Florida Behavioral Health Association and serves on the board of the National Council for Mental Wellbeing, representing Region IV nationally. She serves as the only behavioral health provider on the Marjory Stoneman Douglas High School Public Safety Commission and serves on the Florida Commission on Mental Health and Substance Abuse, as appointed by the Senate President and House Speaker, respectively. Helping individuals and families thrive through increasing awareness and advocating for funding and policies to improve the system of care is her highest priority.

Hattie Tracy

Hattie Tracy is the President and CEO of Coleman Health Services, headquartered in Kent, Ohio. She assumed that role on August 7, 2021 after previously serving Coleman as the Senior Vice President of Clinical Operations. Tracy has a long and successful history in the behavioral health field. She brings over 20 years of behavioral health and human services experience, with over 10 years in executive team roles. She previously served in senior roles with Child Guidance and Family Solutions and in the BeST Center, a Coordinating Center of Excellence in the Department of Psychiatry at NEOMED where she helped lead the FIRST Coordinated Specialty Care for First Episode Psychosis program. She also had a private practice as an outpatient therapist, was an adjunct faculty member at the University of Akron and served on the Board of Goodwill Industries in Akron. She has a Master of Public Policy and Administration degree from Kent State University and a Master of Social Work from The Ohio State University. She is a licensed social worker in the state of Ohio, and resides in Kent with her husband, Joe, and two young daughters.  “I entered this field because I wanted to make a difference for the people we serve,” Tracy said. “Leading Coleman is the best way I can think of to have that positive impact. I am so excited to work with the Board, the senior leadership team and all of our 900 employees to put those we serve right in the middle of Coleman’s core values. ”Tracy was chosen from more than 100 applicants in a National Search. Coleman Health Services was founded in Kent, Ohio in 1978. It offers comprehensive behavioral health, residential, employment, and supportive services. It earned the 2021 Gold Seal of Transparency from Guidestar, the world’s largest source of information on nonprofit organizations. Earlier this year, Coleman earned the Certified Community Behavioral Health Clinic (CCBHC) designation from the Substance Abuse and Mental Health Services Administration (SAMHSA), one of 11 such designees in the state. This designation will allow Coleman to provide fully integrated health services across six Ohio counties. Tracy has been leading that effort.

Nelson Burns

Nelson W. Burns recently retired as President and Chief Executive Officer of Coleman Health Services (formerly Coleman Professional Services), a position held since 1985. Under his leadership, Coleman grew from serving less than 2000 people in one county in Ohio to serving over 30,000 people in nine Ohio counties. Coleman’s operating budget grew from $1.3 million to almost $60 million, and its staff increased from 157 to over 820. Now Coleman’s CEO Emeritus, Nelson serves as an advisor to Coleman for a number of strategic projects. In 1988, Nelson established the Coleman Foundation, a nonprofit designed to raise philanthropic dollars in support of behavioral health, rehabilitation and social services. He serves as its Board President. Nelson was recently elected to the National Board of Trustees for the Centerstone Research Institute (Bloomington, IN). Nelson served on the national board of MHCA (Mental Health Corporations of America), is an adjunct professor for Kent State University, Department of Political Science, teaching masters level courses in Philanthropy and Board Governance for Non- Profit Corporations. He serves on the advisory board of the Kent State University Master of Public Administration (MPA) program. In 2011, Nelson was nationally recognized for Excellence in Visionary Leadership by the National Council for Community Behavioral Healthcare (now the National Council for Mental Wellbeing), and, in 2012, he received the Mary E. Pettus Excellence in Public Policy Award from The Ohio Council. In 2014, Coleman was honored as the Outstanding Community Leader Award at the Distinguished Sales and Marketing Award® (DSMA®) Sales & Marketing Executives International (SMEI) and, in 2015, Nelson and Coleman Professional Services received the Impact Award for Excellence in Mental Health Services by the Margaret Clark Morgan Foundation (now Peg’s Foundation). Nelson enjoys making public speaking engagements on topics such as Principle Centered Leadership, Servant Leadership, Non-profit Revenue Diversification and Philanthropy for Behavioral Health Services. Coleman Professional Services is a nationally recognized nonprofit provider of behavioral health, rehabilitation and social services that improves the lives of people it serves regardless of their ability to pay. Nelson has expanded the organization’s social enterprise business model in order to have more diversity in its funding sources and to follow his vision to see the person first and their challenges after. Nelson received his B.A. in psychology from Wittenberg University and his Masters of Rehabilitation Counseling (MRC) from Bowling Green State University. He is an active member and past president of the Kent Rotary. In his spare time, he enjoys running, biking, reading and learning. He and his wife, Suzanne, live in Kent, Ohio.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Joseph Costa

Joseph M. Costa brings over 30 years of experience in the health and human services industry to the OPEN MINDS team, with expertise in strategic positioning, development of organizational structure, mergers and acquisitions, and fund development.

Prior to his work with OPEN MINDS, Mr. Costa served as the President and Chief Executive Officer of Hillsides in Los Angeles, California. Hillsides is a non-profit premier provider organization that serves 17,000 children, youth and families throughout the greater Los Angeles County. Under Mr. Costa’s direction, Hillsides successfully completed an $18 million capital improvement project in 2019 to enhance its main campus in Pasadena. In 2016, Mr. Costa oversaw Hillsides’ affiliation with Bienvenidos, which allowed for an increased presence in East Los Angeles and the addition of foster care and adoption programs. Mr. Costa further helped Hillsides achieve national accreditation through the Council on Accreditation and recognition as a trauma informed organization by the National Council for Behavioral Health in 2013.

Prior to his role at Hillsides, Mr. Costa served as the Chief Executive Officer of Side by Side, formerly Sunny Hills, in San Anselmo, California. In this role, Mr. Costa completed the merger of Sunny Hills and Children’s Garden, an initiative to consolidate residential services in Marin County. Mr. Costa helped Sunny Hills evolve from being a local residential services provider to a community-based provider of mental health services with a presence in multiple counties.

Prior to his role at Side by Side, Mr. Costa served as the Chief Operations Officer for Para Los Niños, where he led the organization through its initial accreditation process, developed the mental health services, inaugurated an additional early childhood center, and secured a grant to develop a charter school.

Mr. Costa is a known leader in the child welfare field, serving as Chair of Child Welfare League of America from 2014 until 2017. Mr. Costa continues to serves on the governing body of the Child Welfare League of America as well as the California Alliance for Child and Family Services Board of Directors until 2020.

Mr. Costa earned a Masters degree in Divinity from St. Johns Seminary, School of Theology and a Masters in Social Work from Boston College Graduate School of Social Work.

Framework For Becoming A ‘Next Generation’ Organization

Topical Case Study

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

Expect this session to focus on:

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

Brad Howell, MA

Brad Howell, MA, is President and Chief Executive Officer of Waystone Health and Human Services, a Massachusetts based regional human services agency supporting people with disabilities and other significant challenges.
He previously served as the CEO of Career Resources Corporation in Haverhill, MA for 13 years. In January of 2019 Career Resources merged with Fidelity House Human Services and Brad was appointed President and CEO. In 2022, the agency rebranded and is now Waystone Health and Human Services.
He sits on the board of directors of the Association for Developmental Disabilities Providers, the Northern Essex Community College Human Services Department Advisory Board, and the Massachusetts Rehabilitation Commissioner’s Advisory Council. In 2021, Brad completed the LEADS program, an executive education course taught by Harvard Business School faculty. He is a founding member of the Merrimack Valley Alliance for Racial Equity which focuses on supporting candidates of color running for elected office.
Education and Training
Brad graduated from West Virginia University with a BA in Psychology and holds a MA in Clinical Psychology from Towson University.
Originally from Erie, PA, Brad has been living in North Andover, MA since 1999. He is married to Laura and has two sons ages 20 and 24. Brad enjoys meditation, mountain biking, kayaking, golf, and beekeeping.

Carl Clark

Carl E. Clark II is the President and CEO of Devereux Advanced Behavioral Health, and only the seventh president in the organization’s history, since its founder Helena T. Devereux resigned from the position in 1957. Prior to joining Devereux as senior vice president and chief operating officer in 2015, Clark developed a national reputation as one of the top operational and leadership experts in the nonprofit arena. For more than 20 years, he served in a variety of leadership roles at NHS Human Services (now Merakey), including regional executive director, senior vice president of program operations and, ultimately, executive vice president. Before his work at NHS/Merakey, he served as special assistant to the executive deputy secretary for the Pennsylvania Department of Public Welfare. Clark’s early professional years were spent in direct care of children with special needs and those with juvenile justice involvement. Clark holds a Bachelor of Arts in Administration of Justice from Penn State University and a Master of Science in Public Administration from Shippensburg University. He serves on the boards of the Rehabilitation and Community Providers Association (RCPA), the Robert K. Greenleaf Center for Servant Leadership® and QualityHealth Pharmacy.

Leah Yaw

In her role at the nonprofit behavioral health organization, Leah is responsible for developing, communicating and executing strategic initiatives that are aligned with Devereux’s critical mission and core values. Specifically, this includes: overseeing the strategic planning process, building/sustaining organizational alignment and momentum to achieve set strategic goals; directing the strategic marketing function; and overseeing the Office of External Affairs. In Leah’s External Affairs role, she manages all fundraising, crisis management, public policy and advocacy, internal and external communications, brand management, and strategic marketing.

An unwavering advocate for children, adolescents and adults living with emotional, behavioral and cognitive differences, Leah helps lead the organization to ensure it provides the most compassionate and highest levels of quality care for the 25,000 individuals and families Devereux serves every year.

Carol Clayton, Ph.D.

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

Paul M. Duck

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

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

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

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

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

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


4:30 pm – 5:30 pm ET

Building A Diverse Management Team: Experiences From The Field

Plenary Panel

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

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

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

This session will be available via livestream

Karen Johnson

Karen Johnson brings knowledge of the advancing science around resilience, brain development, adversity, toxic stress, equity, and trauma-informed approaches to the complex challenges we face. This expertise, coupled with her 27 years of experience in child welfare, behavioral health, and community services, enables her to successfully partner with leaders, staff, community members, and participants across numerous settings to promote individual and organizational resilience. 

Johnson leads the development of the Social Current Change in Mind Institute, leveraging the latest advances in neurosciences and trauma-informed approaches across sectors and at the practice, policy, and systems levels. She oversees the Texas Change in Mind Learning Collaborative, through which 10 organizations from multiple sectors across Southeast Texas are working to embed brain science principles with the goal of improving outcomes for children and families, as well as their organizational cultures and ability to collaborate with partners. 

During her five-and-a-half years on the National Council for Mental Wellbeing’s trauma-informed services team, and year-and-a-half as an independent consultant, Johnson trained and consulted with organizations, systems, and communities striving to advance trauma-informed, resilience-oriented approaches. She also led and developed community-based programs during her 19 years at SaintA in Milwaukee. Johnson combines the newest advances around adversity, relational health, and resilience to infuse hope and connection into our work. 

Johnson is a licensed clinical social worker certified in Dr. Brené Brown’s Dare to Lead and Daring Way and trained in Dr. Bruce Perry’s Neurosequential Model of Therapeutics. 

Luanne Welch

Luanne Welch is President and CEO of Easterseals UCP North Carolina & Virginia, an industry leader supporting 20,000 children, adults & families living with intellectual and behavioral health challenges.

With more than 35 years of non-profit experience, Luanne is recognized as a turnaround leader, reorganizing financially challenged organizations and positioning them for sustained, healthy growth. In addition, she is adept in portfolio management, service line mission/finance analysis, strategic execution and leadership talent development. Mission driven, Luanne is passionate about influencing culture change, promoting diversity and inclusion in the workplace, and developing leaders and teams where employees feel valued, safe and encouraged to use their voices.

Luanne is a successful relationship builder across all stakeholders including the board, staff, volunteers, donors, public and private payers and community influencers. She serves on the Board of Trustees of Benchmarks NC, as Board Secretary of i2i Center for Integrative Health and is Vice Chair of UCP Regional Affiliate Council.

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Joseph Costa

Joseph M. Costa brings over 30 years of experience in the health and human services industry to the OPEN MINDS team, with expertise in strategic positioning, development of organizational structure, mergers and acquisitions, and fund development.

Prior to his work with OPEN MINDS, Mr. Costa served as the President and Chief Executive Officer of Hillsides in Los Angeles, California. Hillsides is a non-profit premier provider organization that serves 17,000 children, youth and families throughout the greater Los Angeles County. Under Mr. Costa’s direction, Hillsides successfully completed an $18 million capital improvement project in 2019 to enhance its main campus in Pasadena. In 2016, Mr. Costa oversaw Hillsides’ affiliation with Bienvenidos, which allowed for an increased presence in East Los Angeles and the addition of foster care and adoption programs. Mr. Costa further helped Hillsides achieve national accreditation through the Council on Accreditation and recognition as a trauma informed organization by the National Council for Behavioral Health in 2013.

Prior to his role at Hillsides, Mr. Costa served as the Chief Executive Officer of Side by Side, formerly Sunny Hills, in San Anselmo, California. In this role, Mr. Costa completed the merger of Sunny Hills and Children’s Garden, an initiative to consolidate residential services in Marin County. Mr. Costa helped Sunny Hills evolve from being a local residential services provider to a community-based provider of mental health services with a presence in multiple counties.

Prior to his role at Side by Side, Mr. Costa served as the Chief Operations Officer for Para Los Niños, where he led the organization through its initial accreditation process, developed the mental health services, inaugurated an additional early childhood center, and secured a grant to develop a charter school.

Mr. Costa is a known leader in the child welfare field, serving as Chair of Child Welfare League of America from 2014 until 2017. Mr. Costa continues to serves on the governing body of the Child Welfare League of America as well as the California Alliance for Child and Family Services Board of Directors until 2020.

Mr. Costa earned a Masters degree in Divinity from St. Johns Seminary, School of Theology and a Masters in Social Work from Boston College Graduate School of Social Work.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.


7:00 pm – 9:00 pm ET

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

Networking

Join us for this unique networking event! A shuttle bus will be available to transport attendees from the Wyndham Gettysburg Hotel to the Visitor Center from 6:30pm to 7:15pm—meet in the back of the hotel to catch the shuttle. Attendees may also drive themselves to the reception—for driving and parking directions, stop by the Registration Desk.

Institute attendees will have private, after-hours access to all areas of the museum; to the museum’s newest exhibit: “Following in the Foot Steps of World Leaders” – this new exhibit explores the history of Eisenhower’s life as a Soldier, General, President, and Citizen, as well as a nod to Eisenhower’s leadership; and to view 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.


8:00 am – 9:00 am ET

Breakfast

Networking

Enjoy breakfast and visit with our exhibitors before starting your day!


9:00 am – 10:00 am ET

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

Keynote Address

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

This session will be available via livestream

Ray Prushnok

Ray leads UPMC Health Plan’s Center for Social Impact, an office charged with implementing programs that meet social needs which impact health, quality, and cost. The Center’s work is focused on employment, housing, health equity, supporting underserved populations, and collaboration with human services and community-based organizations.  Since in 2019, the Center has been supporting and operating a variety of programs. Examples include:

  • The creation of the UPMC Homeward Program including a program related investment into affordable housing and expansion of supportive housing for members experiencing homelessness operating in 3 counties with a demonstrated value-based model;
  • The creation of UPMC Pathways to Work which supported thousands of UPMC for You members in finding employment at UPMC and with other employers;
  • Establishment of coordination of care programs with human services including intellectual disability providers;
  • Creation of resources for underserved populations including a trans-focused member services team, an intellectual disability task force, and an LGBTQ-affirming provider directory; and
  • Development of resources to enroll members with public programs, such as SNAP and ERAP, and evaluation of their impact.

 Previously, Ray led the proposal, implementation, and operations for UPMC Community HealthChoices, Pennsylvania’s Medicaid Managed Care for dual eligibles and people with long-term services and supports. Prior, he had responsibility for Medicare strategy, finance and analytics and P&L responsibility for SNP products.  Before joining UPMC Health Plan, Ray served in various capacities at the Pennsylvania Department of Aging from 2005 to 2011 including Acting Secretary, Deputy Secretary with oversight of Policy, Finance, and Quality, and as Director of Policy and Legislative Affairs. In this time, he worked on the establishment of quality and program benchmarking, the Office of Long-Term Living, rebalancing efforts, and the passage of assisted living and regulation development. Prior to his work in Harrisburg, Ray worked as a consumer advocate for New Mexico Public Interest Research Group in Albuquerque, NM and led legislative efforts to pass predatory lending legislation. Ray has a bachelor’s degree in economics and international relations from Bucknell University. 


10:15 am – 11:15 am ET

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

Thought Leader Discussion

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

Ray Prushnok

Ray leads UPMC Health Plan’s Center for Social Impact, an office charged with implementing programs that meet social needs which impact health, quality, and cost. The Center’s work is focused on employment, housing, health equity, supporting underserved populations, and collaboration with human services and community-based organizations.  Since in 2019, the Center has been supporting and operating a variety of programs. Examples include:

  • The creation of the UPMC Homeward Program including a program related investment into affordable housing and expansion of supportive housing for members experiencing homelessness operating in 3 counties with a demonstrated value-based model;
  • The creation of UPMC Pathways to Work which supported thousands of UPMC for You members in finding employment at UPMC and with other employers;
  • Establishment of coordination of care programs with human services including intellectual disability providers;
  • Creation of resources for underserved populations including a trans-focused member services team, an intellectual disability task force, and an LGBTQ-affirming provider directory; and
  • Development of resources to enroll members with public programs, such as SNAP and ERAP, and evaluation of their impact.

 Previously, Ray led the proposal, implementation, and operations for UPMC Community HealthChoices, Pennsylvania’s Medicaid Managed Care for dual eligibles and people with long-term services and supports. Prior, he had responsibility for Medicare strategy, finance and analytics and P&L responsibility for SNP products.  Before joining UPMC Health Plan, Ray served in various capacities at the Pennsylvania Department of Aging from 2005 to 2011 including Acting Secretary, Deputy Secretary with oversight of Policy, Finance, and Quality, and as Director of Policy and Legislative Affairs. In this time, he worked on the establishment of quality and program benchmarking, the Office of Long-Term Living, rebalancing efforts, and the passage of assisted living and regulation development. Prior to his work in Harrisburg, Ray worked as a consumer advocate for New Mexico Public Interest Research Group in Albuquerque, NM and led legislative efforts to pass predatory lending legislation. Ray has a bachelor’s degree in economics and international relations from Bucknell University. 

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


10:15 am – 11:30 am ET

Competition & Viability – Mergers & Acquisitions: One Organizations Journey

Knowledge Partner

Sponsored by Qualifacts:

Successfully going through an M & A process requires different skill sets and engagement from your leadership team, staff, and technology partners. Join Sherrie Crabb, CEO of Arrowleaf as she shares lessons on evaluating, purchasing, and integrating agencies successfully. Learn how to apply one organization’s experience across the acquisition journey, including company culture, service line evaluation, and technological integration.

Expect this session to focus on:

  • Understanding the C-Suite’s role in M & A Process
  • Evaluation and integration of existing and acquired service lines
  • Staff and Consumer roles in building a united company culture post-acquisition
  • Discuss the importance of technology integration as part of the M & A process.

*Gourmet cookies will be available during this session!

Sherrie Crabb

  • Selected as CEO on July 1, 2014
  • In 2008, began career with Arrowleaf (formerly Family Counseling Center, Inc.)
  • Previous positions held within agency: Youth Outpatient Therapist, Youth Programs Coordinator, Behavioral Health Assistant Director
  • Bachelor of Social Work and Master of Science in Human Development and Family Life degrees from Eastern Illinois University

Allegra Landers

Allegra Landers brings over 18 years of experience in strategic healthcare marketing to OPEN MINDS. Ms. Landers is a team builder and revenue-oriented marketer recognized in Becker’s Hospitals Women in Health IT to Watch in 2022. Ms. Landers currently serves as a Senior Associate for OPEN MINDS

Before joining OPEN MINDS, Ms. Landers was the Chief Marketing Officer for Concord Technologies. She served as a member of the executive team, responsible for a 5 million dollar budget, strategy development, and execution to deliver engagement and pipeline creation necessary to deliver desired revenue at a targeted EBITDA.

Previously, Ms. Landers served as Director of Marketing for Qualifacts Systems, Inc., a technology and services company serving the behavioral health and human services market. In this position, Ms. Landers led a marketing organization responsible for brand and marketing strategy, go-to-market planning, sales enablement, and multi-channel demand generation programming that consistently delivered year-over-year growth. 

Prior to joining Qualifacts, Ms. Landers served as Marketing Director for HealthTeacher, Inc, a leading interactive provider of healthy activities that improve children’s lives. As the marketing director, Ms. Landers led the complete life-cycle of the national marketing strategy for all customer acquisition and retention initiatives. In addition, she was responsible for strategic planning, budget creation, market analysis, product positioning, branding, sales tool creation, campaign development, execution, and measurement.

Previously, Ms. Landers served as Senior Marketing Manager for Quorum Health Resources, hospital management and consulting company, responsible for strategic planning, coordination, and execution of all marketing for the QHR Learning Institute.

Ms. Landers served as Marketing Director to Connective Health, a healthcare technology startup serving physicians, hospitals and health systems, and educators, and as Interim Marketing Director for Stinger Medical, a point-of-care technology company. 

Ms. Landers received her Bachelor of Science with Double Major in Cognitive Studies and Music and is currently pursuing her MBA at Middle Tennessee State University. 


11:30 am – 1:00 pm ET

Lunch On Your Own

Networking

12:30 pm – 1:00 pm ET

Post Lunch Pick Me Up

Networking

Grab one of our special treats and visit with our great exhibitors!


12:45 pm – 4:15 pm ET

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

Battlefield Session

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

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

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

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

Kimberly Bond, MS, LMFT

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President, Payer/Provider Market. In this role, Ms. Bond provides executive oversight and leadership to all Provider and Payer client engagements for OPEN MINDS.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals. Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her Bachelors Degree in Psychology, with Honors, and her Masters in Counseling Education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


1:00 pm – 2:15 pm ET

Cultivating Growth Mindset While Balancing The Day-To-Day

Topical Case Study

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

In this session you can expect:

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

This session will be available via livestream

Joseph Masciandaro

Joseph Masciandaro has served as President & CEO of CarePlus since 1978, pioneering an innovative care model for integrated primary and behavioral health care for adults and children. During his 44-year career as president and CEO of CarePlus, he spearheaded one of the most comprehensive community mental healthcare systems in the region.

Under Mr. Masciandaro’s leadership, CarePlus has prided itself on carrying out its four pillars of behavior healthcare — primary and mental health care, substance abuse treatment and access to social support services — providing integrated treatment options and over 80 programs designed to address each pillar.

Mr. Masciandaro has also championed countless initiatives ensuring those with mental illness and substance use disorders receive the treatment and services they need. His dedication and extensive experience in the field effectively positioned CarePlus to craft the winning bid to take over management of New Jersey’s largest public hospital, Bergen New Bridge Medical Center (BNBMC), in October 2017 and was able to enhance the scope of services and continuum of care, increasing the effectiveness of discharge to address recidivism – especially in the ER.

Mr. Masciandaro is involved in the mental health field on community, state and national levels, locally through the National Alliance on Mental Illness (NAMI), New Jersey Association of Mental Health and Addiction Agencies (NJAMHAA) and the Paramus Rotary, and nationally with membership in Mental Health Corporations of America and the National Council for Behavioral Health, which recognized him with their Lifetime Achievement Award in 2020.

Paul M. Duck

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

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

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

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

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

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


2:30 pm – 3:45 pm ET

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

Best Practices/How-To

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

  • Overview of the changes that have occurred and have been adopted in the health and human services market
  • Framework for creating a successful technology strategy in a digital first world
  • Developing a marketing plan to communicate to payers and consumers

Paul M. Duck

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

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

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

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

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

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

Stacey Fox

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

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

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

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

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

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

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

Topical Case Study/Panel Discussion

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

In this session you will:

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

This session will be available via livestream

Jeff Holsinger

JJeffrey M. Holsinger has served as CEO of Volunteers of America Northern Rockies for the last 21 years, serving tens of thousands of people in need. Jeff is a visionary leader who values each person’s unique abilities and contributions. He understands that success happens when alliances are forged in a way that strengthens those around him. Under his leadership, the organization has expanded services from a small revenue base of one million dollars a year to over $50 million today, supported by over 400 professional staff and several hundred volunteers. Volunteers of America Northern Rockies operates innovative human service programs in eight core areas of service including community corrections, youth services, veteran’s services, low-income housing, healthcare services, homeless services, ministry, & community outreach. It operates under the governance of a board of directors and is represented throughout Montana, Wyoming, & Western South Dakota.

The organization is one of 30 independent faith-based affiliates associated as a confederacy within Volunteers of America, Inc. Jeff currently serves on the VOA, Inc. Church Governing Board, and the VOA, Inc. Medical Advisory Committee. He previously served on the VOA, Inc. Board of Directors where he chaired the national leadership development committee, which advanced an innovative executive development program in collaboration with Notre Dame University. 

Volunteers of America Northern Rockies has successfully fostered growth and innovation through entrepreneurial thinking, radical hospitality, and organizational citizenship. The organization has been intentional with growth strategies to prioritize the replication of successful programs and the acquisition of new service lines that enhance mission impact. Intentional leadership development, empowering organizational culture, and creating measurable impact are all passions of Jeff. He encourages his team to challenge institutional thinking while preparing for the certainty of change.

Jeff currently serves on the Wyoming Department of Family Services Advisory Council through appointment by Governor Gordon. He previously served on the Wyoming Workforce Development Committee. Jeff is an avid outdoorsman who enjoys fishing, bird hunting and woodworking when time permits. He is married to Beth who also shares his outdoor passions and deep faith. He holds a bachelor’s degree from the University of Missouri-Columbia with continuing education in facilitation, executive development and social entrepreneurship. Jeff’s organizational practices and leadership vision related to social entrepreneurship was profiled in the 2011 college text Moral Courage in Organizations.

Karen Carloni

Karen Carloni serves as the Executive Director of Southern Maryland Community Network, Inc., a 501(c)3, non-profit community behavioral health organization. Since assuming the position in May 2013, Ms. Carloni has focused on working with community stakeholders to address service gaps over a three-county region. Ms. Carloni believes in building strong partnerships among service participants, other area providers, government and private entities in order to achieve the agency mission. She specializes in program development and bringing value through achieving impact.

Ms. Carloni has previous experience as a Deputy Director, Rehabilitation Director and private practice therapist. She also writes for Choosing Therapy and served as an officer on the Board of Directors of the Community Behavioral Health Association. Ms. Carloni is the Treasurer of the Maryland Behavioral Health Services provider network. In 2015 Ms. Carloni completed the Executive Leadership Program of the National Council and Leadership Southern Maryland in 2017.

Ms. Carloni completed a Bachelor of Science in Psychology at the University of Florida and a Master of Arts in Counselor Education at the University of South Florida. She holds CRC and LCPC licenses and is a Nationally Certified Counselor.

Ms. Carloni is married with four children and several adult foster children.

Linda Timmons

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.

Mike Lyons

Mr. Lyons joined Mosaic in 2013 and has 15 years of experience in the regulatory and legal field. Prior to joining Mosaic, Mike served as corporate counsel for a major health insurance company, specializing in privacy and security issues, complex business arrangements, and health care reform. As Senior Vice President and General Counsel, Mike provides legal guidance and support to senior leadership and management teams, as well as the Mosaic Board of Directors.
Mike holds a Bachelor of Arts degree from Louisiana Tech University in Ruston, Louisiana and a Juris Doctor from Creighton University School of Law in Omaha, Nebraska.

Ken Carr

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently ia a Senior Associate with the OPEN MINDS consulting practice. In this role, he served as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, financial analysis of service lines, and technology selection.

Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Joseph P. Naughton-Travers, Ed.M.

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.


4:15 pm – 5:00 pm ET

Achieving The Strategic Shift Forward – Leadership In Uncertain Times

Keynote

Big changes occurring in the health and human services field around digital services, new entrants, and planning for the next “emergency,” require leaders to reframe the situation in front of them. Join OPEN MINDS Chief Executive Officer, Monica E. Oss, as she runs through how today’s leaders must refocus their attention for the changing conditions that surround them and develop a plan of action for the course of likely scenarios ahead. During this session, recap:

  • Leadership challenges and opportunities for health and human service provider organizations
  • Identifying your “high ground” and defining your competitive advantage to position your organization for success in a changing market.
  • Demonstrating the decision-making skills needed in a rapidly changing environment with a future of uncertainty.

This session will be available via livestream

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.