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11:30 am - 12:00 pm ET

Welcome & Announcement Of The 2020 OPEN MINDS Survey: Trends In Specialty Provider Organization Executive Compensation & Retention

Opening Plenary

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 2020 OPEN MINDS Executive Compensation 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 executives behavioral health, child and family services, long-term services and supports and intellectual and developmental disabilities, and primary care–by organizational revenue, for chief executive officers.
  • 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.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.


12:00 pm - 1:00 pm ET

Grow Or Die: Surviving Both The Pandemic & Private Equity

Keynote Address

Private equity investments in health care are changing the outlook for sustainability of traditional provider organizations—with new service offerings, investment capital for technology and marketing, pressure on fees, and the ability to accept value-based reimbursement. This increased competition creates challenges for traditional provider organizations. The weakened financial state of many provider organizations caused by the COVID-19 pandemic means private equity and other investment firms will need to be in position to react fairly promptly to the opportunities presented by any financial failures. Where does your provider organization stand? Are you a potential target for private equity interests and if so, how can you leverage the opportunity to sustain and grow while preserving your mission? And if not, what can you learn from the competition to stand up to them? Get the answers from Mark Mishek, who will provide best practices for how to “right size” your organization and grow “in your lane.” He explores the private equity challenge based on his 30+ years of experience as a health care executive, including in hospital systems.

Mark Mishek

Mark G. Mishek is a Minnesota native with extensive executive-level experience in health care. Mishek was named President and CEO of Hazelden in August 2008 by the Hazelden Board of Trustees and officially assumed this role in November 2008. With the merger of Hazelden and the Betty Ford Center in February 2014, Mishek became President and CEO of the newly-formed Hazelden Betty Ford Foundation.

Mishek's career in health care spans more than 30 years. He came from the Allina Hospitals and Clinics system, where he held various senior positions, including President of United Hospital of St. Paul, Executive Vice President for Law & Public Affairs and General Counsel, and Corporate Secretary.

The Hazelden Betty Ford Foundation is an outstanding organization with a rich legacy and a bright future," said Mishek. "I am honored and grateful each day to lead such a highly respected, mission-driven company. Our organization truly is an international leader in helping people sustain lifelong recovery to addiction to alcohol and other drugs. I'm excited to continue to build upon our strong foundation, started more than 60 years ago, to assure that the message of hope and recovery reaches the broadest possible audience.

Mishek earned a B.A. degree with high honors from the University of Minnesota and a J.D. degree with honors from the University of Minnesota Law School. He is the former chair of the St. Paul Area Chamber of Commerce. He is a past board member of Portico Healthnet, Capital City Partnership and ClearWay Minnesota.

He lives with his family in St. Paul and is in long-term recovery from the disease of addiction.


1:00 pm - 1:15 pm ET

Interview With Katja Russell, Managing Director Of Partner Operations, Youth Villages & Kristin Landers, MA, LMFT, Clinical Director, Strategic Partnerships, Youth Villages

Customer Interview

Sponsored by Netsmart


1:00 pm - 4:00 pm ET

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar

A winning marketing plan is a business necessity that every health and human service organization needs – particularly in today’s changing market. However, creating a marketing plan can be a daunting task amidst the shifting environment. In this essential seminar, we will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals. The following key components will be discussed:

  • Key steps to building a successful marketing strategy and comprehensive plans.
  • Essential components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment.
  • Case studies on successful marketing plan development and implementation.

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led dozens of strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the health and human service field. In addition to his work in the consulting practice, Mr. Snyder has executive responsibility for the marketing, web site, public relations, and sales divisions of OPEN MINDS.

Mr. Snyder has been instrumental in developing cutting-edge content marketing programs for OPEN MINDS customers. He is able to translate branding and marketing positioning strategy into market-sector appropriate content campaigns.

In addition, Mr. Snyder brings a broad knowledge of content campaign platforms. His work includes leverage of traditional print media and printed educational material. He has designed educational curriculum outreach – in on-site formats and synchronous and asynchronous web-based curriculum models. In his work, he has designed dozens of web sites to support content campaigns – and worked with them from conceptualization, design, development, and launch. He has led the development of multiple-platform social media campaigns, customized apps, YouTube channels, and podcast initiatives.

Mr. Snyder has spoken at numerous conferences and has published dozens of articles and resources on the growing importance of marketing and online branding in the new consumer-driven health and human service marketplace.    He developed OPEN MINDS marketing planning and web marketing curriculum. In addition, he created OPEN MINDS assessment of organizational online presence.

Prior to joining OPEN MINDS, Mr. Snyder worked as an independent marketing consultant for multiple government agencies and provider organizations—specializing in online marketing strategy, campaign design and execution, event promotion, and social media integration. While completing his degree, Mr. Snyder also worked as a web developer and website manager —specializing in search engine optimization.

Mr. Snyder is a graduate of  Shippensburg University, where he earned a Bachelor’s Degree in both marketing communications and business management.

Emily Korns, MBA, RDN

Emily Korns, MBA, RDN, brings nearly 20 years of health care marketing and communications experience to OPEN MINDS. Having started her career as a Program Manager for the Allegheny County Health Department where she developed and delivered behavior change and education programs designed to prevent chronic disease in vulnerable populations throughout greater Pittsburgh, Pennsylvania, Ms. Korns brings a similar focus on population health, wellness, and nutrition expertise to OPEN MINDS.

Most recently, Ms. Korns was the Director of Communications and Marketing for Conemaugh Health System in Johnstown, Pennsylvania, part of Duke Lifepoint Healthcare, where she led marketing communications for the health system’s four hospitals, outpatient clinics, and more than 40 physician practices. Ms. Korns managed, executed, and measured the ROI of the department’s $1.4 million budget and served on the executive leadership team. During her tenure with the health system, Ms. Korns directed external media relations, internal communications strategies, and executed digital and social media, advertising, and sponsorship campaigns focused on consumer access. Ms. Korns implemented service line launches, regional expansion projects, and organization change initiatives that led to revenue and EBITDA growth exceeding budget targets.

Prior to her time with Conemaugh Health System, Ms. Korns served as the Global Corporate Affairs Learning and Development Director for Mars, Inc. in McLean, Virginia, where she led learning and development initiatives for a 550-person global team. In this capacity, Ms. Korns identified opportunities to build employees’ skills and capabilities through data analysis and designed custom training solutions using virtual platforms to deliver content to a globally dispersed workforce. Ms. Korns also served as the Team Business and Effectiveness Manager for the Global Corporate Affairs Leadership Team, driving alignment around global strategic initiatives, and managing an operational budget of $34 million. Ms. Korns organized high impact, worldwide meetings designed to align diverse teams around global strategy.

In her role as Mars North America Health and Nutrition Communications Manager, Ms. Korns managed public relations and nutrition stakeholder engagement for Mars North America, including CocoaVia, Seeds of Change, World of Grains, Uncle Ben’s, Marathon and Dove chocolate brands. She collaborated internally and externally on nutrition transparency and responsible marketing initiatives and sat on national food policy committees.

Ms. Korns also served as the Associate Director of Communications for Nestlé Nutrition North America (Gerber Products Company). In this role, Ms. Korns managed public relations, social media, and issues management for the Gerber brand. Ms. Korns worked on new product launches and line extensions and served on the global team responsible for the first social media policy at Nestlé. Additionally, she was responsible for stakeholder engagement related to the Nestlé Feeding Infants and Toddlers (FITS) study.

Ms. Korns received a Bachelor of Science Degree in Nutrition from the University of Pittsburgh, a Master of Business Administration from the Joseph M. Katz Graduate School of Business at the University of Pittsburgh, and earned a Certificate of Graduate Studies from the Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy – Tufts University. Ms. Korns is also the owner and founder of Uptown Works, LLC, a coworking center located in rural Somerset, Pennsylvania.


1:15 pm - 2:15 pm ET

Thoughtleader Forum Session With Mark Mishek, President & Chief Executive Officer, Hazelden Betty Ford Foundation

Thoughtleader Forum

Join us for a follow-up session with our keynote speaker, Mark Mishek, President & Chief Executive Officer, Hazelden Betty Ford Foundation. Use this time to ask questions and continue the discussion with Mr. Mishek and OPEN MINDS Chief Executive Officer Monica E. Oss.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

Mark Mishek

Mark G. Mishek is a Minnesota native with extensive executive-level experience in health care. Mishek was named President and CEO of Hazelden in August 2008 by the Hazelden Board of Trustees and officially assumed this role in November 2008. With the merger of Hazelden and the Betty Ford Center in February 2014, Mishek became President and CEO of the newly-formed Hazelden Betty Ford Foundation.

Mishek's career in health care spans more than 30 years. He came from the Allina Hospitals and Clinics system, where he held various senior positions, including President of United Hospital of St. Paul, Executive Vice President for Law & Public Affairs and General Counsel, and Corporate Secretary.

The Hazelden Betty Ford Foundation is an outstanding organization with a rich legacy and a bright future," said Mishek. "I am honored and grateful each day to lead such a highly respected, mission-driven company. Our organization truly is an international leader in helping people sustain lifelong recovery to addiction to alcohol and other drugs. I'm excited to continue to build upon our strong foundation, started more than 60 years ago, to assure that the message of hope and recovery reaches the broadest possible audience.

Mishek earned a B.A. degree with high honors from the University of Minnesota and a J.D. degree with honors from the University of Minnesota Law School. He is the former chair of the St. Paul Area Chamber of Commerce. He is a past board member of Portico Healthnet, Capital City Partnership and ClearWay Minnesota.

He lives with his family in St. Paul and is in long-term recovery from the disease of addiction.

Keys to Making Your New CEO A Successful CEO: Ensuring A Successful Transition 

Topical Case Study Session

Whether the new CEO is hired from the outside or promoted from within, one-third to one-half of new chief executives fail within their first 18 months, according to experts. The stakes are high not only for the incoming CEO, but for the organization’s stability and the board of directors.

This session will focus on the keys to ensuring a successful transition including:

  • Planning for the transition
  • Best practices for implementing a transition plan
  • How to redirect organizational priorities while at the same time, honoring the former CEO’s legacy

Leon M. Hoover, MSW

Leon M. Hoover, MSW, has more than 20 years of experience in the health care and financial services fields. He brings executive expertise in organizational strategy and turnarounds, in performance management, and strategy development and implementation.

Prior to joining OPEN MINDS, Mr. Hoover served as the Chief Executive Officer for Kings View Corporation, responsible for $14 million in revenue growth over the course of 10 years. At Kings View, he expanded the organization’s service line strategy and developed the executive team and infrastructure for the expansion. In addition, Mr. Hoover worked with the Kings View team to create a new approach – and new tools – for performance measurement and management. He was accountable to the Kings View board for the successful clinical and financial performance of the organization.

Prior to joining Kings View, Mr. Hoover served as the Vice President of Pennsylvania and Mid-Atlantic States for Everence, a faith-based financial services organization. In this role, Mr. Hoover was responsible for regional operations, staffing, marketing, and sales. He led the regional sales strategy and sales management, with 45 independently contracted and employed financial advisors. He was responsible for annual sales of more than $70 million.

Before his work with Everence, Mr. Hoover was the Executive Director of Advantage Behavioral Health, a provider-owned and provider-operated for-profit managed behavioral health company.  In this role, he worked with the provider organization owners to identify market opportunities and develop contracts with health plans. Mr. Hoover was also responsible for the management of the risk-based capitated behavioral health contracts, with operations in more than 30 counties throughout Pennsylvania with contracts covering 230,000 members.

Mr. Hoover received his Masters in Management of Business Administration degree in 1996 and his Masters of Social Work degree in 1981. Most recently, Mr. Hoover became a Certified Interim Executive Professional from the Third Sector Interim Executive Academy in April 2019.

Amanda Nugent Divine, MS, LMFT

Amanda Nugent Divine is the Chief Executive Officer for Kings View Behavioral Health Corporation. She holds a bachelor’s degree in Sociology, a Master of Science degree in Clinical Psychology, a Master of Arts degree in Media Psychology and has just achieved her ABD for her PhD in Psychology with a focus in Media and Technology. Amanda is licensed as a marriage and family therapist (LMFT) in the state of California and a licensed professional counselor in the state of Texas. She has extensive experience serving as a Clinical Director in both mental health and substance use disorder treatment settings, working with Tribal communities and teaching The Psychology of Marriage and Family as adjunct faculty for Sierra College. Amanda is also an Expert Consultant for the California Board of Behavioral Sciences licensing board.

Amanda attended university on a theater scholarship. She worked in the film industry as an actress, writer, producer, director for 10 years in Los Angeles before meeting her husband Eric in Northern, California. Amanda loves spending time outdoors hiking with her family and her two Labradors and traveling to remote corners of the world.

Jodi Mahoney, MBA

Jodi Mahoney, MBA

Jodi Mahoney is currently the Executive Vice-President/Chief Operating Officer for North Central Behavioral Health Systems, Inc. a community behavioral health services provider providing a broad range of mental health and substance abuse services to a eight county area.

Ms. Mahoney maintains responsibility for managing and directing all functions related to the clinical services, marketing, support services, information services/technology, and corporate compliance at NCBHS.

She has more than 20 years experience in the behavioral health field and has held positions as Front Office Supervisor, Manager Support Services, Director of Health Promotion and Educational Services, Assistant Vice-President/Operations as well as her current position of Vice-President/Chief Operating Officer. In January 2021, Ms. Mahoney will assume the Chief Executive Officer position.

Prior to joining North Central Behavioral Health Systems, she was employed within a for-profit manufacturing environment for thirteen years and held positions within Sales, Human Resources and Safety. Ms. Mahoney holds a Bachelor of Arts in Business Administration and a Masters in Business Administration from Lewis University. She is a current Board of Directors member for Illinois Association of Behavioral Health and has served in the past on the Board of Directors for the Community Behavioral Healthcare Association in Illinois, and serves in a variety of capacities with local healthcare associations and community groups including the Illinois Rural Health Association.

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.

Don Miskowiec

Don Miskowiec is the President and Chief Executive Officer of North Central Behavioral Health Systems, a behavioral healthcare organization providing mental health and substance use services through 10 service sites in central and north central Illinois.  He has over thirty years of experience in senior management positions in both hospital administration and behavioral healthcare; holds a BA in Healthcare Administration and an MBA; has held membership in the American College of Healthcare Executives; and as a Professional in the Academy for Healthcare Management.

Don has served in a variety of board and committee capacities in trade and professional associations at both the state and national level including the Conmmunity Behavioral Health Association of Illinois and as a ten year board member, committee chair, and officer of the National Council for Behavioral Health.  He will be retiring January 1st, 2020 from his role as CEO of North Central.


No Place Like Home: The Benefits Of A Remote Workforce Program

Topical Case Study Session

When talking about the benefits of a remote workforce, focus is most often placed on the benefits for employees. However, employers are realizing tremendous benefits from these models. In this session, we will hear from two organizations that have implemented remote workforce programs - one prior to COVID and one in response to COVID. They will discuss their successes with this model including; the savings realized, why it works, lessons learned and tips for a successful implementation.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, 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.

Peggy S. Terhune, Ph.D.

Dr. Peggy Terhune has served at the helm at Monarch since June 1995. As President and Chief Executive Officer she oversees Monarch's large, statewide network of services for individuals with intellectual and developmental disabilities, mental illness and substance use disorders, serving nearly 30,000 North Carolinians each year.

Under Peggy's leadership, Monarch has implemented evidence-based and best practices in all areas, has successfully added numerous services, enhanced community integration, improved customer satisfaction, reduced turnover, and has effectively developed programs to serve consumers with multiple disabilities. She has grown the agency significantly, in part, due to the excellence of the supports offered. She diligently pursues her methodology to
incorporate continuous improvement within the organization. Peggy has served as an advocate for people with disabilities for more than 40years and she has often been invited to present at national conferences and technical workshops across the country, particularly on emerging practices that are used at Monarch. She has also served as an adjunct faculty member at Rochester Institute of Technology, Strayer University and is currently teaching at Wingate University.

She is a founding board member of the North Carolina Providers Council and past president of the National Conference of Executives of the Arc. Additionally, Peggy was appointed to the N.C. Department of Health and Human Services Waiver Advisory Committee (DWAC) and has been appointed twice to the N.C. Commission on Mental Health, Developmental Disabilities, and Substance Abuse Services. She is also a board member of the N.C. Council of Developmental Disabilities and was appointed twice by the Governor. Peggy is a past member and officer of the Board of Directors for the National Alliance on Mental Illness (NAMI) North Carolina and former member of the Benchmarks' Board of Trustees.

Peggy is the recipient of numerous regional and national leadership awards. In 2016, she was the first­ ever recipient of the Distinguished Professional Award in Diversity and Cultural Competency by The National Conference of Executives (NCE) of The Arc. The award recognizes leaders from The Arc's national network of nearly 700 chapters that provide innovative programs that meet the needs of the diverse I/DD community.

A graduate of Indiana University, Peggy received a Bachelor of Science degree in Occupational Therapy, she earned a Master of Business Administration (MBA) degree from Rochester Institute of Technology, and a Ph.D. in Curriculum and Teaching with a concentration in Cultural Studies/Human Development/Families from The University of North Carolina at Greensboro. She is culturally competent, and her competencies include a wide range of clinical and administrative skills.

Steven Sheets

Steven Sheets has been with SB&H for 8 years and has spent more than nine years in the behavioral healthcare industry. He earned his Bachelor’s degree from Grand Canyon University and his Master’s Degree in professional counseling from Ottawa University. He has held an Arizona Independent Professional Counseling license since 2016.


2:30 pm - 3:30 pm ET

Attracting Board Members For The New Landscape: Finding The Right Talent & Experience

Best Practice How To

With the health care industry moving toward value-based reimbursement models, the role of governance boards is changing. Organizations need to attract board members that are strategic and have business savvy, but also are familiar with the major economic and regulatory forces affecting the market. These leaders also must be aware of the resources and risks needed to meet the organization's mission while remaining competitive.

This session will focus on:

  • The role of an effective board in a value-based market.
  • Best practices for recruiting the right board members.
  • Effective board management for creating a competitive advantage.

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.

Leon M. Hoover, MSW

Leon M. Hoover, MSW, has more than 20 years of experience in the health care and financial services fields. He brings executive expertise in organizational strategy and turnarounds, in performance management, and strategy development and implementation.

Prior to joining OPEN MINDS, Mr. Hoover served as the Chief Executive Officer for Kings View Corporation, responsible for $14 million in revenue growth over the course of 10 years. At Kings View, he expanded the organization’s service line strategy and developed the executive team and infrastructure for the expansion. In addition, Mr. Hoover worked with the Kings View team to create a new approach – and new tools – for performance measurement and management. He was accountable to the Kings View board for the successful clinical and financial performance of the organization.

Prior to joining Kings View, Mr. Hoover served as the Vice President of Pennsylvania and Mid-Atlantic States for Everence, a faith-based financial services organization. In this role, Mr. Hoover was responsible for regional operations, staffing, marketing, and sales. He led the regional sales strategy and sales management, with 45 independently contracted and employed financial advisors. He was responsible for annual sales of more than $70 million.

Before his work with Everence, Mr. Hoover was the Executive Director of Advantage Behavioral Health, a provider-owned and provider-operated for-profit managed behavioral health company.  In this role, he worked with the provider organization owners to identify market opportunities and develop contracts with health plans. Mr. Hoover was also responsible for the management of the risk-based capitated behavioral health contracts, with operations in more than 30 counties throughout Pennsylvania with contracts covering 230,000 members.

Mr. Hoover received his Masters in Management of Business Administration degree in 1996 and his Masters of Social Work degree in 1981. Most recently, Mr. Hoover became a Certified Interim Executive Professional from the Third Sector Interim Executive Academy in April 2019.

Making Change Happen: Organizational Strategies For Managing In A Rapidly Changing Market

Best Practice How To

The health and human service field is in a flux and changing rapidly- from newly empowered consumers, to high turnover among employees and leadership, new competition, new financing systems, and new performance expectations. The requirements to keep up are changing so quickly that the ability to thrive seems close to impossible.  In this session, we will discuss strategies for change management initiatives that will allow organizations to successfully position themselves for the future.

The session will include:

  • Best practices and tactics for successfully managing change
  • Tools and insights organizations need to strategically reposition themselves for sustainability
  • Change management tactics to guide organizations through in this environment

John F. Talbot, Ph.D.

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

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.

Developing A Data-Driven Management Approach – From Start To Success: The Case Study Of Easterseals UCP & Partners Health Management

Knowledge Partner

Sponsored by PerformWise

In order to survive the ongoing economic disruption caused by the pandemic, executives of specialty provider organizations need to embrace a new approach for developing strategies. Leaders need to take data and turn it into actionable information so they can navigate a clear and successful path into what is now a very murky future.

In this session, we'll hear from leaders at two organizations who have done just that -- used data to pivot and adapt to the immense disruption the pandemic caused to their markets, their consumers, and their staff. They'll share their experiences and provide concrete steps that others can follow in order to use data to inform some of the most important decisions they have ever had to make.

The speakers will discuss:

  • How they stood up their data-driven tool and how changed the management culture to use that data in decision making
  • How they decided what data they needed – and how they acquired it
  • The functionality of their current performance management system, as well as the tools used, examples of reporting output, process descriptions and workflows, success stories, and challenges

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.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

Barbara Hallisey, MSW, LCSW

30 years clinical and administrative experience in the behavioral health field working across a variety of settings: hospital, community behavioral health, Veterans Administration, residential, crisis services, area authority and managed care. Qualified and experienced with treating substance use disorders, mental health issues and intellectual and developmental disabilities.

Elizabeth S. Stanton, MD., MBA, DFAPA, FASAM

Dr. Elizabeth Stanton MD, MBA has been in medical executive leadership roles for the past 25+ years in various managed care and direct service settings. She is Triple Board certified in Adult Psychiatry, Child/Adolescent Psychiatry and Addiction Medicine.  Additionally, she has been named as a Distinguished Fellow of the American Psychiatric Association and Fellow of the American Society of Addiction Medicine.

Dr. Stanton completed an MBA program which has allowed her to combine her passion for clinical excellence with best practices in the business of medicine.  In her current position as Chief Medical Officer of Partners BHM, Dr. Stanton has a role in shaping Medicaid reform for NC.

Mark Germann

Mark Germann is the Vice President of Behavioral Health & I/DD Services for Easterseals UCP North Carolina and Virginia, a leading disability and behavioral health provider serving 20,000 children, adults and families. With over 20 years of experience providing and leading Behavioral Health and I/DD Services, Mark oversees the operations for Easterseals UCP’s diverse program portfolio including Applied Behavioral Analysis (ABA), Behavioral Health Outpatient and Enhanced Services, I/DD Long Term Services and Supports, Foster Care, Employment Services, Assertive Community Treatment and Crisis Services. Mark has five children and lives in Wake Forest with his wife Suzanne.

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.


3:30 pm - 3:45 pm ET

Interview With Joe Hromco, Ph.D., Vice President Of Operations At Western Psychological & Counseling Services

Customer Interview

Sponsored by NextGen Healthcare


3:45 pm - 5:15 pm ET

Women In Leadership: An Interactive Discussion Group On The Issues Facing Women In Leadership

Topical Discussion Session

Though the world is evolving, there remains a large gender gap in leadership roles and women in leadership often face different challenges than their male counterparts. In discussion session, we will come together to discuss ways to support, advance, and empower women executives in the workplace.

Casey Bell

Casey Bell has been with OPEN MINDS since 2001 and has served in a variety of functional areas throughout her tenure and has developed expertise in web development, network and database management, publications, marketing and promotions, and project management.

Currently, Ms. Bell serves as OPEN MINDS Chief Operating Officer and is instrumental across all of OPEN MINDS departments, including finance, network and database, subscription services, and consulting. In this role, she manages multiple projects, assists staff members in using computer applications to their full capabilities, and evaluates and develops new initiatives for OPEN MINDS staff and customers.

In addition, Ms. Bell manages the OPEN MINDS Industry Database with its more than 350,000 organizational records. Leading this core department, she has developed and maintains six different industry datasets, specializing in Microsoft Access and SQL Server.

In previous roles, Ms. Bell has overseen the development and management of the OPEN MINDS web site and promotional plans. She was responsible for several areas of the company’s marketing and customer outreach, including design and administration for the company’s web site, coordinating the electronic distribution of the company’s e-publications, and providing technical support to customers. She has also directed the OPEN MINDS sales team and provided support for the company’s annual publications.

Ms. Bell is a Gettysburg native and studied accounting at Messiah College.

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.

Strategic Decision-Making In Times Of Change – Colonel Joshua Chamberlain & Little Round Top: Defending The Union Line

Leadership Through The Lens Of History

Robert Prosperi, Licensed Battlefield Guide, will lead a virtual tour of Little Round Top and the surrounding area. Little Round Top is the smaller of two hills south of Gettysburg, Pennsylvania, between the Emmitsburg and Taneytown roads. On second day of the historic Battle of Gettysburg, it became a critical position during General Robert E. Lee’s flank attacks against Major General George Gordon Meade’s Union position atop Cemetery Ridge. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. At the conclusion of the virtual battlefield tour, we will wrap up the session with a classroom discussion of the leadership lessons learned from the Colonel Chamberlain and the application of those lessons for managing your health care team.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, 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.

Robert Prosperi

Robert H. Prosperi is one of the foremost experts on the Battle of Gettysburg and the Civil War. He is a graduate of Indiana University of Pennsylvania and a U.S. Army veteran. He served for 17 years as one of the two historians at the Gettysburg National Military Park. During this time he served as a personal tour guide and battlefield escort for numerous dignitaries and celebrities. He had the distinct privilege of providing a personal tour for Presidents Carter and Sadat and Prime Minister Begin during the Camp David Summit.


4:15 pm - 4:45 pm ET

An Interview with Rusty Franz, CEO, NextGen Healthcare

CEO Conversation

Sponsored by NextGen Healthcare


5:00 pm - 6:00 pm ET

Non-Profit Board Appointments: To Pay Or Not To Pay?

Point/Counterpoint

Nonprofit organizations often wrestle with the question of whether or not they should compensate board members. Those who believe they should be compensated and those who believe they should not, both have valid arguments. Join us to hear why the panelists are for and against compensation and come prepared to voice your opinion!

Jim Fiorenzo, MBA

James Fiorenzo, MBA, brings more than 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing more than $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy and Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy, and clinical services with more than 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

Doug Beebe

Doug Beebe serves as CEO of Benchmark Human Services, an organization providing care for individuals with intellectual and developmental disabilities and behavioral health needs across the country. Prior to becoming CEO in 2017, Doug was President of Residential Services, overseeing all of the company’s residential programs, as well as employment services.

Doug has extensive experience in social services and health care. He was Chief Executive Officer of Community Rehabilitation Hospital in Indianapolis for several years before joining Benchmark. He has also served as Director of the Bureau of Aging and In-home Services for the State of Indiana; Program Director and Executive Director of Hook Rehabilitation Center–Community Hospital in East Indianapolis; and State Administrator for Res-Care in Illinois and Indiana.

Doug holds a bachelor’s degree in psychology from Wabash College, and a master’s degree in psychology, focusing on rehabilitation, from Purdue University – Indianapolis.

Kelly Phillips-Henry

Dr. Kelly Phillips-Henry is an experienced Behavioral Healthcare leader with 20+ years of executive leadership in the Colorado Community Mental Health and Department of Defense healthcare systems. She is a two-time CEO of large, not for profit community mental health centers in Colorado and currently serves at the CEO at Aurora Mental Health Center where the organization serves the 3rd most ethnically diverse community in the nation. Kelly spent 12 years active-duty as a Major in the US Air Force serving as a clinical psychologist overseeing Mental Health/Substance Use clinics, Wellness Centers, and as an Associate Professor at the US Air Force Academy while also running the Cadet Counseling Center. Kelly holds a MA and PsyD in clinical psychology and a MBA from the University of Colorado. Her passion remains the Rocky Mountains where she spends her free time with her husband and four grown children. She is a lifelong marathoner and Ironman triathlete.

George Braunstein, RN, FACHE

George Braunstein, FACHE, has 40 years of experience in the health and human service industry, leading both private and public organizations – in institutional and ambulatory settings.

While working with OPEN MINDS, Mr. Braunstein has completed an array of projects. From strategic planning for Intellectual and Developmental Disability and Brain Injury services to mergers and acquisitions, Mr. Braunstein is comfortable tackling challenges in any health and human service environment. He has experience with multi-agency networks and recently has served as the head of Delaware State Hospital. Mr. Braunstein has provided them with stability and direction as they determine the future of their business.

Prior to joining OPEN MINDS, Mr. Braunstein served as Executive Director of the Fairfax-Falls Church Community Services Board (CSB) in Fairfax, Virginia, which provides community-based mental health, substance abuse, and developmentally disabled services. During his six-year tenure with the CSB, which had a $150+ million budget and more than 1,200 employees, he both reduced the budget and increased service access. Mr. Braunstein also developed the organization’s first fully integrated service model that combines mental health, substance use treatment, and primary care services. Before his role in Fairfax County, Mr. Braunstein was the Executive Director of the Chesterfield County CSB. In his eight years in that role, he restructured management to flatten the organization, which improved both service and budget performance and eliminated a $1.5 million deficit with no reductions in staff.

Mr. Braunstein also served as the Executive Director of Behavioral Health for Aurora Health Care in Milwaukee – the largest integrated health care system in Wisconsin with 13 hospitals, 20,000 employees and $1.5 billion in annual revenues. He was responsible for the management of all aspects of a $40 million, 800-employee multi-site integrated behavioral health service delivery system. Mr. Braunstein brings managed care experience to the OPEN MINDS team, having served as the director of behavioral health for Family Health Plan Cooperative, a Wisconsin HMO.

Well respected in the behavioral health community, Mr. Braunstein is a fellow with the American College of Healthcare Executives (ACHE) and has served on several boards of local and national associations. He has previously been involved with organizations such as the SAMHSA National Leadership Council, the National Association of Community Behavioral Health, the Virginia Association of Community Services Board, and the Hilliard House.

Mr. Braunstein is a certified clinical specialist in adult psychiatry and is a licensed advanced practice nurse practitioner in the state of Wisconsin. He received his Master of Science in Community Mental Health Nursing and his Bachelor’s in Nursing from the University of Wisconsin-Milwaukee. He also earned a Bachelor’s degree in History Education from Rockford College. In continuing education, Mr. Braunstein completed psychotherapy training from the Family Studies Center at Northwestern University and the University of Virginia Senior Executive Leadership Institute.


9:00 am - 12:00 pm ET

Making The Right Technology Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Strategy, Budgeting & Planning

Executive Seminar

Sponsored by Streamline Healthcare Solutions

As technology takes a more central role in the strategy development and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in to support the organization and deliver a competitive advantage? How much to spend on technology infrastructure? Who is responsible for technology purchasing, technology implementation, and technology optimization? These are big questions. The range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we’ll cover the big challenges facing executives as they lead their organization on the path to a tech-driven future, including:

  • How to develop a technology strategy that aligns with your organization’s strategic plan.
  • How to establish a technology budget that allows your organizations to meet its strategic goals.
  • How to apply best practices in technology selection, implementation, and optimization.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, 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.

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.


12:00 pm - 1:00 pm ET

A ‘Whole Life’ Approach To Managed Care: Emerging & Future Health Plan Models

Keynote Address

70% of health care spending is attributable to environmental and lifestyle factors with the remaining 30% due to genetics and health care service access and quality. The high and likely long-term unemployment rates caused by the pandemic are likely to exacerbate the impact of social determinants—environment and lifestyle—on health resource use.     For these reasons, health plans are increasingly adopting programs that address social safety net issues and measuring their return-on-investment in both improved outcomes and reduce costs.  Dr. Lovelace will provide a perspective on current initiatives at UPMC for moving to whole person care—and what he sees in the future.

John Lovelace

John Lovelace holds several positions within the UPMC Insurance Services Division, through which he oversees the government health program lines of business with UPMC. This includes the managed Medicaid programs, managed long-term services and supports, Children’s Health Insurance Program, Medicare and Medicare Special Needs Programs, individual medically underwritten coverage and the operations of federally facilitated marketplace operations. He has been associated with UPMC insurance services for more than twenty years.

Mr. Lovelace serves on a variety of local, regional and national boards, including the Association for Community Affiliated Plans, which he serves as Board Chair; Medicaid Health Plans of America; and the National Managed Long-Term Services and Supports Health Plan Association. He speaks nationally on key issues affecting publicly financed health care programs, with emphasis on people with disabilities and social determinants of health. More locally, his advocacy efforts are focused on disabilities, services for women and children, and behavioral health.

Mr. Lovelace holds graduate degrees in Rehabilitation Counseling from the State University of New York at Buffalo, as well as in Information Services from the University of Pittsburgh.


1:00 pm - 1:15 pm ET

Getting the Most from Your EHR Selection & Implementation Process – Central Mental Health Center

Customer Interview

Sponsored by: Qualifacts + Credible

Learn how Central Mental Health Center approached their selection of an electronic health record (EHR) system to meet their current and future needs.

John F. Talbot, Ph.D.

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

Kathy Mosher, MS MBA

Kathy has over 25 years of community mental health experience. Kathy is a member of the Kansas Youth Suicide Task Force, the Mental Health Advisory Council through the Department of Education, the President of the Attorney General’s Tower Mental Health Foundation, and the co-chair of the statewide KanCare Clinical Committee. She is a Licensed Clinical Psychotherapist. She has a Master of Science Degree in Counseling Psychology from the University of Kansas, a Master of Business Administration from Baker University, and a Bachelor of Arts from Washburn University. Kathy is committed to improving access, quality, and customer satisfaction in the field of mental health.


1:00 pm - 2:00 pm ET

Thoughtleader Forum Session With John Lovelace, President, UPMC For You

Thoughtleader Forum

Join us for a follow-up session with our keynote speaker, John Lovelace, President, UPMC For You. Use this time to ask questions and continue the discussion with Mr. Lovelace and OPEN MINDS Senior Associate, Jim Fiorenzo.

John Lovelace

John Lovelace holds several positions within the UPMC Insurance Services Division, through which he oversees the government health program lines of business with UPMC. This includes the managed Medicaid programs, managed long-term services and supports, Children’s Health Insurance Program, Medicare and Medicare Special Needs Programs, individual medically underwritten coverage and the operations of federally facilitated marketplace operations. He has been associated with UPMC insurance services for more than twenty years.

Mr. Lovelace serves on a variety of local, regional and national boards, including the Association for Community Affiliated Plans, which he serves as Board Chair; Medicaid Health Plans of America; and the National Managed Long-Term Services and Supports Health Plan Association. He speaks nationally on key issues affecting publicly financed health care programs, with emphasis on people with disabilities and social determinants of health. More locally, his advocacy efforts are focused on disabilities, services for women and children, and behavioral health.

Mr. Lovelace holds graduate degrees in Rehabilitation Counseling from the State University of New York at Buffalo, as well as in Information Services from the University of Pittsburgh.

Jim Fiorenzo, MBA

James Fiorenzo, MBA, brings more than 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing more than $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy and Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy, and clinical services with more than 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.


1:00 pm - 4:00 pm ET

OPEN MINDS Integrated Care Online Community Announces Executive Forum — An Intentional Approach To Integrated Care

Executive Seminar

Sponsored by NextGen Healthcare

How do we address the medical, behavioral, and social needs of our patients in a single setting? What are the challenges? What are the financial implications? How do patients and providers respond? The clinical benefits of integrated care are becoming more and more understood/evident. When the mind and body are treated as one — at the point of care—patient outcomes improve, overall costs are reduced, and health care achieves a higher standard.

Join for a compelling discussion on how each broke the norm and successfully brought behavioral health and physical health together.

Participants will learn:

  • Why integrated care is a goal worth pursuing
  • How best to prepare for your transition to integrated care
  • Practical models and pathways toward integration
  • Best practices for effective, integrated care management

Participants will receive exclusive access to an Integrated Care Resource Toolkit and an invitation to participate in a benchmark study on Integrated Care readiness.

Don’t miss this virtual summit at the OPEN MINDS 2020 Executive Leadership Retreat, sponsored by IntegratedCareOnline.com, powered by NextGen Healthcare.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.


1:15 pm - 2:15 pm ET

The Mission/Margin Balancing Act

Topical Case Study Session

Balancing the commitment to your organization’s mission while maintaining your margin is vital. After all, you can't help any consumers if you're out of business! Health and Human Service providers fulfill an essential role in our communities that needs to be sustained, but they must operate like a business to ensure their important missions continue. Business acumen, the agility to keep up with changing payer models, ability to invest in growth and change, and positioning the organization for mergers and acquisitions, strategic alliances and partnerships are imperative to ensuring sustainability. This session will include case study presentations from organizations who have successfully balanced their mission and their margins.

Toni Pergolin

Toni Pergolin is a highly regarded strategic leader with acute financial acumen who has successfully grown companies organically and through mergers and acquisitions. Currently serving as President and CEO of Bancroft, one of the largest human services providers in New Jersey and the Greater Philadelphia region, she has more than doubled the size of the company in 10 years. Her ability to lead nonprofit organizations with a focus on delivering excellence with a healthy margin has resulted in a decade of profitable returns enabling reinvestment in the organization’s mission. She was selected as one of the 50 most influential people in South Jersey by South Jersey Biz in 2015, won the SmartCEO Cornerstone Award 2015, was among The Who’s Who in Healthcare in South Jersey in 2017 and SJ Magazine Women of Excellence in 2019.

Ms. Pergolin received the Campbell Soup Extraordinary Leadership Award and was awarded the first Corporate/Business Award by Maria's Women United. She has been recognized for her leadership in many publications including SmartCEO Magazine, Philadelphia Business Journal, SNJ Business People, SJ Biz, Main Line Today, and received recognition for advancing women's equality. Most recently she received the Women of Excellence Award for Business Excellence by SJ Magazine.

She currently serves as the Chairwoman for Peirce College and as a director on the boards of
Fulton Bank and South Jersey Chamber of Commerce. She also is a member of the FPA Wealth Management Advisory Board. Prior to joining Bancroft, she worked at the University of Pennsylvania Health System for 14 years in various positions, including Chief Financial Officer for Pennsylvania Hospital. She received her undergraduate degree in accounting from Pennsylvania State University and her master's in health administration from Saint Joseph's University.

Ms. Pergolin’s first book, Too Important to Fail: Leadership Lessons for Nonprofits was published in 2020.

John F. Talbot, Ph.D.

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

Larry Nulton

Larry J. Nulton, Ph.D., is a Clinical Psychologist who has founded and developed multiple behavioral health organizations with a focus on severe mental health disorders. Dr. Nulton has concentrated on innovations in mental health with an emphasis on outpatient clinics. He began working on multiple programs in 2008 that would later be the start of mental health programming in 2020.

In 2008, Nulton Diagnostic and Treatment Center was one of the first agencies to begin using telepsychiatry in Pennsylvania. Additionally, Nulton Diagnostic and Treatment Center began to develop another innovative program to focus on individuals with severe mental illness and histories of multiple hospitalizations, which would be the launch of a Value-Based Program model. With all programming, the focus has been on establishing valuable outcomes that meet the needs of the individual, provider, county, and BHMCO.

Dr. Nulton has also developed community-based programming to include Peer Support to help those in recovery and remain in the community and have coordinated care. This focus on recovery has also included Forensic Peer Support, which Nulton started in 2009 with Yale University. This program has demonstrated significant findings on reducing recidivism. His findings have been published in the Journal of Public Health. Larry holds a Ph.D. in clinical psychology from Bowling Green State University.


2:30 pm - 3:30 pm ET

Building The Next Generation Of Leaders: How To Develop The Leadership Team You Need For Success

Executive Roundtable

If you are going to be an effective leader, you need to cultivate the expectations of very diverse staff members. There is tremendous turnover of employees in behavioral health in general, and it is very high among younger generations. Organizations need to think in the long-term about how grow their talent pool from within and build an effective workforce that can grow into the managers and leaders needed to keep your organization successful in the future. Join us for this exciting discussion session focused on the keys to developing the next generation of leaders to ensure long-term organizational success. This session will include discussions on:

  • How to cultivate an environment for growth, in which the professional, personal, and social needs of employees are met.
  • How to build workforce development plan to train and grow leaders from within your current talent pool.
  • How to create an engaged workforce that will grow with your organization.

Jim Fiorenzo, MBA

James Fiorenzo, MBA, brings more than 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing more than $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy and Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy, and clinical services with more than 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

Kiara S. Kuenzler, Psy.D., LP

Kiara S. Kuenzler, Psy.D., LP, is President and CEO of Jefferson Center for Mental Health, a non-profit, community focused provider of mental health and substance use disorder services in Colorado. Jefferson Center serves more than 30,000 children, individuals, and families each year through prevention, early intervention, treatment, and recovery services. Dr. Kuenzler is a licensed Psychologist and received her Doctorate in Clinical Psychology from the University of Denver in Colorado, followed by a Post-Doctoral Fellowship at the University of Colorado Medical School, in Administration and Evaluation Psychology.

In addition to her more than 10 years of experience in health care administration, quality, and program evaluation, Dr. Kuenzler spent many years providing direct clinical services and teaching at the University of Colorado, Denver. In her current role, Dr. Kuenzler brings a fierce passion and vision for a healthy community, where mental health and substance use matters and care is accessible to all. She seeks community partnerships and innovative solutions to meet the growing needs of the people served and drives excellence in care to promote wellbeing and thriving communities.

Bruce L. Bird, Ph.D.

Bruce L. Bird joined Vinfen in 2003 as COO, and has served as President and CEO since 2010. Vinfen is a large non-profit community behavioral health and disability service company, which in fiscal year 2019 provided services to about 9,000 individuals with a budget of $188 million and a staff of more than 3,600 throughout locations in Eastern Massachusetts and Connecticut.

Dr. Bird lists several areas of focus at Vinfen, including developing an Innovation Center which has established and is continuing to operate a community behavioral health home with sustained year over year growth in funding though the Massachusetts Duals Demonstration program. Dr. Bird also participated with academic institutions (including Harvard and Dartmouth) and software companies in four publicly and nine privately funded technology evaluation projects and partnered with seven other community organizations and contracting with 14 healthcare ACO/MCO systems to provide health home care coordination services in the new Massachusetts Medicaid Healthcare reform program.

Dr. Bird serves on numerous statewide policymaking and provider organizations and is active in legislative and policy advocacy, including serving as the current vice-chair of the board of the Association of Behavioral Healthcare of Massachusetts.  He is a licensed psychologist, has served on the faculty of the Johns Hopkins Medical School, and the associate faculty of the Harvard Department of Psychiatry, and is currently involved in several formal technology research evaluation projects.

James G. Gavin, M.S.W.

James G. Gavin is currently Senior Advisor to Community Care Behavioral Health Organization based in Pennsylvania. As President and CEO of Community Care Behavioral Health Organization, from 1999 through 2020, Mr. Gavin was responsible for all aspects of the organization’s clinical, quality, and business functions while serving as liaison to Community Care’s Board of Directors, to the Commonwealth, and to county stakeholders. Licensed as a Social Worker, Mr. Gavin has more than 40 years of progressive training and experience in behavioral health in the Commonwealth of Pennsylvania including clinical through senior executive management.

Prior to joining Community Care, Mr. Gavin served as the Chief Executive Officer for Scranton Counseling Center, a comprehensive community behavioral health agency. Mr. Gavin graduated from the University of Scranton and received his Master of Managerial Science and M.S.W. from Marywood University. Mr. Gavin, is a United States Army veteran, lives with his wife in Scranton.

Current memberships and community activities include Marywood University Trustee and Treasurer, The Wright Center for Graduate Medical Education Trustee and Committee Chair, and Lackawanna County Advisory Board.


3:00 pm - 4:30 pm ET

Presentation Skills for Leaders: How To Present Compelling Ideas To Boards, Investors, Community Investors, & Partners

Best Practice How To

As an executive leader, there are a number of situations where you will find yourself presenting a new strategy or direction, proposing a budget, or “selling” your organization’s value. No matter the context, or the audience you are addressing, the fundamental principles for wowing these decision-makers are the same. Giving a great presentation is not as difficult as it might sound, but getting it right can be the difference between succeeding or failing.

To help you prepare for these all-important presentations, in this session we will discuss:
• The key elements that lead to great presentations
• The recipe for the best seminar presentations that your audience will talk about now and for years to come
• The how-to’s and must-dos for any Board presentation

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.

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.


3:45 pm - 5:45 pm ET

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

Leadership Through The Lens Of History

Licensed battlefield guide Terry Fox will take attendees 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. At the conclusion of the tour, we will wrap up the session with a discussion of the leadership lessons learned from the Pickett's Charge and the application of those lessons for today's health care executives.

John F. Talbot, Ph.D.

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

Terry G. Fox

Terry Fox is a sixth-generation resident of Gettysburg, Pennsylvania, and a battlefield guide emeritus with Gettysburg National Military Park. He taught American History in the public schools for 33 years, serving as department head and as a member of the Carnegie Foundation for teaching American History. Since his retirement he has taught as an adjunct professor at Gettysburg College and at the Johns Hopkins University School of Education. He has presented leadership seminars for U.S. Air Force chief master sergeants as well as employees of the U.S. Secret Service, Drug Enforcement Administration, and Immigration and Customs Enforcement, in addition to teaching in Johns Hopkins’ Police Executive Leadership program. He earned his undergraduate and graduate degrees from Shippensburg College.


5:00 pm - 6:00 pm ET

Scenario Trump vs Scenario Biden: Implications for Health & Human Service Strategy

Executive Roundtable

The 2020 presidential election could have a substantial effect on the United States’ response to growing mental health needs and long-term policy for addressing this public health challenge. The candidates’ platforms differ in both the amount of attention paid to mental health and their approaches to addressing these issues. Election outcomes most likely will have large implications for policy direction in these areas of mental health and substance use funding, service delivery, and access. Join this roundtable discussion and voice your thoughts on what you think we can expect.

Leon M. Hoover, MSW

Leon M. Hoover, MSW, has more than 20 years of experience in the health care and financial services fields. He brings executive expertise in organizational strategy and turnarounds, in performance management, and strategy development and implementation.

Prior to joining OPEN MINDS, Mr. Hoover served as the Chief Executive Officer for Kings View Corporation, responsible for $14 million in revenue growth over the course of 10 years. At Kings View, he expanded the organization’s service line strategy and developed the executive team and infrastructure for the expansion. In addition, Mr. Hoover worked with the Kings View team to create a new approach – and new tools – for performance measurement and management. He was accountable to the Kings View board for the successful clinical and financial performance of the organization.

Prior to joining Kings View, Mr. Hoover served as the Vice President of Pennsylvania and Mid-Atlantic States for Everence, a faith-based financial services organization. In this role, Mr. Hoover was responsible for regional operations, staffing, marketing, and sales. He led the regional sales strategy and sales management, with 45 independently contracted and employed financial advisors. He was responsible for annual sales of more than $70 million.

Before his work with Everence, Mr. Hoover was the Executive Director of Advantage Behavioral Health, a provider-owned and provider-operated for-profit managed behavioral health company.  In this role, he worked with the provider organization owners to identify market opportunities and develop contracts with health plans. Mr. Hoover was also responsible for the management of the risk-based capitated behavioral health contracts, with operations in more than 30 counties throughout Pennsylvania with contracts covering 230,000 members.

Mr. Hoover received his Masters in Management of Business Administration degree in 1996 and his Masters of Social Work degree in 1981. Most recently, Mr. Hoover became a Certified Interim Executive Professional from the Third Sector Interim Executive Academy in April 2019.

Joseph P. Naughton-Travers, EdM

Joseph P. Naughton-Travers, EdM, 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.

Le Ondra Clark Harvey, Ph.D.

Le Ondra Clark Harvey is the Chief Executive Officer of the California Council of Community Behavioral Health Agencies, and the Executive Director of the California Access Coalition. Dr. Clark Harvey has previously served as Chief Consultant to the California State Assembly Committee on Business and Professions, Principal Consultant to the Senate Committee on Business, Professions and Economic Development, and a health policy consultant to the office of former Senator Curren D. Price, Jr.

Prior to her work within the California Legislature, she completed her Ph.D. in Counseling Psychology at the University of Wisconsin, Madison. She completed her pre-doctoral fellowship at the University of Southern California Children’s Hospital Los Angeles and a post-doctoral fellowship at the University of California, Los Angeles Mattel Children’s Hospital. She was also a social justice fellow at the Center for Policy Analysis in San Francisco.

Dr. Clark Harvey has maintained an impressive record of leadership including serving on national and local boards including her current position on the American Psychological Association (APA), and prior positions on the Association of Black Psychologists, Sacramento County Public Health Advisory Board, Sacramento County Children’s Coalition and the Los Angeles View Park Section of the National Council of Negro Women. She is a member of the National Coalition of 100 Black Women, Sacramento Chapter and is a fellow of the American Leadership Forum and the Nehemiah Emerging Leaders Program.

Ross C Robinson, MBA MA

Ross Robinson serves as Executive Director for Hill Country Mental Health and Developmental Disability Centers (HCMHDDC), headquartered in Kerrville, Texas.  HCMHDDC provides behavioral health and intellectual and developmental disability services as a Local Authority for 19 counties encompassing over 23,000 square miles that span from counties adjacent to Austin and San Antonio in central Texas to Del Rio on the Texas/Mexico border.

Ross holds a Master of Arts Degree in Psychology and an MBA in Healthcare Administration.  He has 43 years of service in the fields of adult and child mental health, developmental disabilities, substance abuse disorders, and juvenile corrections.  He has worked in direct service, clinical and management roles with three state psychiatric facilities and two mental health and developmental disability centers, as a facility Assistant Superintendent and Superintendent for the former Texas Youth Commission, as a facility Superintendent for the Department of Aging and Disability Services, and prior to accepting the position with Hill Country, for six years as the Director of Mental Health and Substance Abuse Policy, Disaster Behavioral Health, and Tobacco Cessation with the Department of State Health Services in Texas.

Joan Erney

Joan Erney

Joan Erney recently retired after over 35 years in the public behavioral health system.   Starting her career as a direct services worker in crisis intervention services in Dauphin County, she was most recently the Chief Executive Officer at Community Behavioral Health, Philadelphia’s administrative management organization for the Health Choices behavioral health Medicaid program.   During her tenure Philadelphia saw the expansion of Medicaid to over 700,000 Philadelphians.  Erney was noted for developing a collaborative approach with providers, members, advocates and system partners to effect positive change to the Philadelphia behavioral health landscape.

Under her tenure, CBH received National Committee for Quality Assurance (NCQA) full accreditation status and launched numerous successful initiatives to improve access to and the quality of children’s services, including psychiatric residential treatment services.  CBH also developed innovative approaches to address the opioid epidemic, support individuals on the Autism spectrum, and redesign day services for persons with serious mental illness.  Pay for Performance, enhanced use and payment for evidenced based practices and the development of value- based payment models were further developed and used to impact the quality of service delivery.

Prior to her role at CBH, Erney was in senior leadership roles at SAMHSA and Community Care Behavioral Health and was the Deputy Secretary of the Office of Mental Health and Substance Use Services (OMHSAS) under the Rendell administration.   In her state role, Erney closed three state hospitals,  expanded the HealthChoices behavioral health system statewide; created a criminal justice initiative; saw the development and impact of peer services, created a robust advisory structure, and made numerous policy and program changes to enhance the services for children and their families with behavioral health challenges.  Her prior experience also includes policy and legislative work with the PA Community Providers Association (now RCPA) and CEO of Community Behavioral Health Network of PA (now Perform Care).

Joan is a graduate of Penn State University and received her JD from Widener School of Law.


9:00 am - 2:00 pm ET

The OPEN MINDS Health Plan Partnership Summit: A Guide To Developing & Negotiating Partnership Agreements With Health Plans

Executive Summit

Sponsored by Qualifacts + Credible

The health and human service market is facing many new challenges – increased competition for care coordination contracts, more value-based reimbursement, and the changing role of technology. For provider organization executives, this market shift requires the development of new partnerships with health plans and new business models for sustainability. But the question many executives are asking themselves is: How? We will explore the answer to that question in this engaging summit designed to help executives understand the needs of payers, reframe the services of typical provider organizations into “solutions” for health plans, negotiate agreements with payers and build mutually beneficial partnerships with payers in their market.

This summit’s agenda will include informative case studies with experienced executives, thought leader discussions, and time for interactive dialogue with attendees.

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.

Robert Bickford, MBA

Robert Bickford has spent thirty-five years in Managed Care Finance and Operations.  He has specialized in start-ups, provider-owned and provider sponsored plans. He began his career in upstate New York with MVP Healthcare as a start-up and helped to grew it to half a million members in Eastern and Central New York and Western New England. He spent the next twenty years in Physical Health Choices, Behavioral Health Choices, and the Pennsylvania Employee Benefits Trust Fund as CFO, and the last two and a half years as Deputy CFO at Community Behavioral Health in Philadelphia.

In his spare time, Mr. Bickford is published author, writing murder mysteries, under the name of J. T. Kunkel.

James R. Currey, MSIS

James Currey has over 13 years of experience working in healthcare data and technology. Mr. Currey’s primary contributions to building provider programs is in the behavioral space, although he has enjoyed more broad implementations in the Medicaid and Duals programs in the past few years. Key achievements have been plans in: AZ, CA, DC, FL, IL, LA, MA, NY, PA, TX, VA, and WA. Through the implementation of these plans, Mr. Currey has come to appreciate the complexities of the provider community; and how we can improve the lives of members through the use of rich data understanding.

The keys to achieving technology success in the health plan space for Mr. Currey, and his team, are in understanding “the purpose of the program beyond the programming.” Mr. Currey takes particular satisfaction at building and mentoring strong teams around this ethos. Mr. Currey currently oversees Informatics, Operational Reporting, Geospatial Analytics, Business Intelligence teams, and reporting tool development teams for Magellan Healthcare in Behavioral Health, Specialty, EAP, and Federal programs. Mr. Currey graduated with several advanced degrees in Information Systems and Statistics (BI) from the University of Missouri, where he still works with his alma mater on research topics, such as: network capacity, healthcare data mining, and provider behavior.

Angela Hagan, PhD, MPA

Angela Hagan joined Humana in 2014. As Associate Director in Humana's Office of Population Health "Bold Goal" team, she leads population health insights with a focus on health-related quality of life and social determinants of health/health-related social needs. Her team focuses on HRQoL population surveillance and integration into clinical operating models and interventions, SDOH analytics around clinical trend drivers and quality measures, research catalog and agenda, and the public policy environment for SDOH. Previous work at Humana included leading member clinical engagement strategies.

Prior to joining Humana, Hagan worked with a variety of nonprofit and education organizations.

An Illinois native, Hagan holds a B.A. in economics from the University of Illinois at Urbana-Champaign. She claims Louisville (Humana's headquarters) as her adopted hometown after earning both her Master of Public Administration (public policy focus) and Ph.D. in Urban and Public Affairs from the University of Louisville.

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.

Donald Savoie

Don is a Healthcare executive with over 30 years as a leader in behavioral healthcare, management, implementation, and growth development. He balances a quality patient care focus with strategic priorities and operational demands. He has a keen focus on mobilizing and empowering staff to develop and achieve goals in alignment with organizational mission, vision, and values using transformational leadership. Don's journey in behavioral healthcare began with his BA in Computer Sciences and Mathematics from Rhode Island College in 1989. He was immediately hired as the Chief Information Officer of The Providence Center, where he worked for 11 years. He later served as Lavender & Wyatt Systems, Inc.’s Chief Technology Officer for almost 13 years. He took on a similar role within Meridian in 2011. With significant business and operational expertise he was promoted to the role of the Chief Operations Officer (COO) in 2016 and then appointed as President/ Chief Executive Officer of Meridian in 2019.


12:00 pm - 1:00 pm ET

Leading In A Time Of Crisis – Lessons From President Dwight Eisenhower

Keynote Address

Hear from a renowned author, speaker, policy analyst, and granddaughter of President Dwight Eisenhower—Susan Eisenhower. Learn why trust is a critical leadership attribute in these turbulent times—and how it must be earned every day. Ms. Eisenhower shares insights that are highly relevant to the times from her latest book How Ike Led: The Principles Behind Eisenhower’s Biggest Decisions. She presents a retrospective of Ike’s wartime and presidential leadership, along with personal anecdotes. Be inspired as you explore Ike’s strengths in fact-based decision making, accountability and responsibility, and ability to see causes and various consequences. Learn the secrets behind his success as Allied Commander and a President who led our nation through one of the most sensitive and difficult times in our history. Join us in “learning about a time when our leaders addressed the crises of the day in ways that inspired confidence, not undermined it.”

Susan Eisenhower

Susan Eisenhower is the CEO and Chairman of The Eisenhower Group, Inc. (EGI), a Washington D.C. based consulting company founded in 1986. For more than twenty-five years the company has provided strategic counsel on business development, public affairs and communications projects. EGI has advised Fortune 500 companies, not just in the United States, but also abroad—in China, Russia, Central Asia and Western Europe for such companies as American Express, IBM, Coca Cola, AES, Alcoa, and General Electric.

In addition to her work through EGI, Susan Eisenhower has also had a distinguished career as a policy analyst. She is Chairman Emeritus at the Eisenhower Institute of Gettysburg College, where she served as president twice. She has also been a Fellow at Harvard’s Institute of Politics and a Distinguished Fellow at the Nixon Center, now called the Center for National Interest.

Over the years, she has served as a member of three blue ribbon commissions for the Department of Energy for three different secretaries: The Baker-Cutler Commission on U.S. Funded Non-Proliferation Programs in Russia; The Sununu-Meserve Commission on Nuclear Energy; and the Blue Ribbon Commission on America’s Nuclear Future, which released its findings on a comprehensive program for the back end of the nuclear fuel cycle in the winter of 2012. She was also appointed to the National Academy of Sciences Standing Committee on International Security and Arms Control, where she served eight years. After as many years on the NASA Advisory Council, she served as a commissioner on the International Space Station Management and Cost Evaluation Task Force. She is currently a member of MIT’s Energy Initiative Advisory Board and co-chairman of NEAC, the Secretary of Energy’s Nuclear Energy Advisory Board.

In addition, Ms. Eisenhower has done extensive work in executive training on strategic leadership. She has spoken on this subject in many corporate venues, as well as at such distinguished institutions as the United States Military Academy at West Point; the Foreign Policy Association in New York; the Army War College, Carlisle; Sandia National Laboratory, MIT and Australia’s Science and Technology Organization, which is part of the Australian Ministry of Defence. Eisenhower holds a year-long seminar on strategy for competitively selected students at the Eisenhower Institute of Gettysburg College.

Eisenhower has authored hundreds of op-eds for newspapers such as the Washington Post and the LA Times, appeared frequently on national television and radio, and her articles have appeared in such journals as the National Academy of Sciences’ Issues in Science and Technology and the Naval Institutes’ Proceedings. She has written four trade press books, two of which were on regional best seller lists, and she co-authored or co-edited four other books on international security issues.


1:15 pm - 2:15 pm ET

Knowing When It’s Time To Leave: When & How Executives Should Exit

Executive Roundtable

Deciding when to leave is never easy. Although CEOs leave organizations for many reasons, different situations call for different approaches to exiting. Once you determine that you are resigning, it is critical to exit in a way that’s good for you personally and the organization you’re leaving.

This session will include discussions on:

  • Determining when to resign
  • Planning your exit strategy

Leon M. Hoover, MSW

Leon M. Hoover, MSW, has more than 20 years of experience in the health care and financial services fields. He brings executive expertise in organizational strategy and turnarounds, in performance management, and strategy development and implementation.

Prior to joining OPEN MINDS, Mr. Hoover served as the Chief Executive Officer for Kings View Corporation, responsible for $14 million in revenue growth over the course of 10 years. At Kings View, he expanded the organization’s service line strategy and developed the executive team and infrastructure for the expansion. In addition, Mr. Hoover worked with the Kings View team to create a new approach – and new tools – for performance measurement and management. He was accountable to the Kings View board for the successful clinical and financial performance of the organization.

Prior to joining Kings View, Mr. Hoover served as the Vice President of Pennsylvania and Mid-Atlantic States for Everence, a faith-based financial services organization. In this role, Mr. Hoover was responsible for regional operations, staffing, marketing, and sales. He led the regional sales strategy and sales management, with 45 independently contracted and employed financial advisors. He was responsible for annual sales of more than $70 million.

Before his work with Everence, Mr. Hoover was the Executive Director of Advantage Behavioral Health, a provider-owned and provider-operated for-profit managed behavioral health company.  In this role, he worked with the provider organization owners to identify market opportunities and develop contracts with health plans. Mr. Hoover was also responsible for the management of the risk-based capitated behavioral health contracts, with operations in more than 30 counties throughout Pennsylvania with contracts covering 230,000 members.

Mr. Hoover received his Masters in Management of Business Administration degree in 1996 and his Masters of Social Work degree in 1981. Most recently, Mr. Hoover became a Certified Interim Executive Professional from the Third Sector Interim Executive Academy in April 2019.

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.

James LeBlanc

Mr. LeBlanc has more than 45 years experience in nonprofit management, program development, and implementation. He has been with Volunteers of America for more than 37 years and has been President/CEO of Volunteers of America of Southeast Louisiana since 1992. Mr. LeBlanc was named the NonProfit Executive of the Year for 2006 by the NonProfit Times, the leading business publication for nonprofit management in the United States.

As an active member of the New Orleans community, he was selected to be a member of the inaugural class of the Greater New Orleans Regional Leadership Institute, an initiative of the Chamber of Commerce to promote regionalism. Mr. LeBlanc recently was presented with the 2018 Zurich Classic Community Impact Award for Inspiring Leadership, Overcoming Challenges and Changing Lives.

Mr. LeBlanc is a past member of the Board of the Capital One Community Development Corporation and the Advisory Board of the Iberia Bank Community Development Entity. He is a former member and past Board Chair of the Board of Directors of CARSA (Community and Residential Services Association), a statewide group of intellectual disabilities providers, a former Board member of Volunteers of America, Inc., a current member of the Volunteers of America National Services board and President/CEO of the Renaissance Neighborhood Development Corporation, the housing arm of Volunteers of America of Southeast Louisiana.

Mr. LeBlanc holds a Masters Degree in Social Work and a Masters Degree in Business Administration, both from Tulane University in New Orleans.

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.

Douglas Tieman

Doug Tieman has been the President and CEO of Caron Treatment Centers since 1995. Under Doug's direction, Caron provides an extensive continuum of care for teens, young adults, adults, older adults and families at its facilities in Pennsylvania and Florida and its Regional Recovery Centers in Atlanta, Ga., Philadelphia, Pa., New York, and Washington, DC. Caron also offers specialty treatment programs for executives, healthcare and legal professionals, first responders and chronic pain. Caron has taken leadership roles in sponsoring research in addiction treatments and outcomes and advocating for ethics and standards and participating in national conferences on addiction and recovery.
Caron participates in studies with leading research universities including the University of Pennsylvania’s Treatment Research Institute, Penn State College of Medicine/Hershey Medical Center, the National Institute on Drug Abuse at the National Institutes of Health, and Stanford University. Caron also conducts on-campus training for physicians and other health care professionals, including the only fellowship in addiction medicine offered by a freestanding addiction treatment center. In addition, Caron's student assistance professionals work on alcohol and drug prevention in more than 900 schools, providing programs and services to 120,000 students, 6,800 parents, and 8,000 professionals.
Doug has spent more than 30 years in the addiction treatment field in treatment center and industry leadership positions. Long an advocate for patient-centered care, he has authored several articles and blogs on the issue of patient’s rights and called for the implementation of standards and outcomes-based treatment in the addiction treatment sector. Doug testified before the House Energy and Commerce Committee’s Oversight and Investigations Subcommittee on the issue of patient brokering and fraud in the addiction treatment sector. Under his direction, Caron is working with other national centers to improve the standard of care for those struggling with the chronic, treatable disease of addiction.
Doug began his career with the Hazelden Foundation and has served as Chairman of the National Association of Addiction Treatment Providers, a member of the American College of Addiction Treatment Administrators.
Following undergraduate degrees from both Concordia and Northwood Universities, Doug completed the Minnesota Management Institute at the University of Minnesota and received an Honorary Doctor of Laws degree from Concordia University. He is the recipient of several awards, including Berks County Chamber of Commerce, "Large Business Person of the Year" in 2004 and Eastern Pennsylvania Business Journal "Spotlight Award" in 2005. In 2017, The Philadelphia Inquirer named Mr. Tieman an “Emerging Icon” for his work in advancing addiction treatment and research. Doug is also an author, publishing several treatment sector-related articles and the book Flying Over the Pigpen: Tried and True Leadership Lessons from Growing Up on a Farm.

Becoming A CCBHC: What I Wish I Had Known From An Executive Perspective

Knowledge Partner

Sponsored by Qualifacts + Credible Behavioral Health

Join Qualifacts + Credible for a conversation with Certified Community Behavioral Health Clinic (CCBHC) providers who will share their hands-on experience and lessons learned from their CCBHC journey. A CCBHC is a value-based treatment model, and ongoing performance improvement with measurable outcomes is key to the success of the CCBHC. This session will focus specifically the executives’ role in two major strategy elements when moving toward the CCBHC model: •Supporting their team through great "change management" as the CCBHC brings with it new services, new programs, new credential types, and new business processes.•Preparing the team for an environment of Continuous Quality Improvement (CQI) the likes of which they have never experienced before.

See The Whole Patient With One Integrated Solution

Product Demonstration

Sponsored by NextGen Healthcare


2:15 pm - 2:45 pm ET

Leading Through Change: An Interview with David Klements, CEO of Qualifacts + Credible

CEO Conversation
Join Monica E. Oss in a discussion about leadership during one of the most complicated business scenarios - mergers and acquisitions - with David Klements, CEO of the newly merged Qualifacts+Credible.

David Klements

David Klements joined Qualifacts in 2007, when he immediately began the process of transitioning the growing technology startup to the marketing-leading SaaS EHR for behavioral health and human services providers that it is today. During his tenure he has led Qualifacts through recapitalizations in 2014 and 2019, as well as overseeing 1000% growth in the company’s customer base, a record which landed  Qualifacts on the INC 5000 list of America’s fastest-growing companies three years in a row.

Prior to Qualifacts, David spent 19 years in management positions that included Vice President of SunGard Availability Services and General Manager of Inflow, which was later acquired by SunGard.

“I recognized the potential Qualifacts had, through our CareLogic EHR platform, to change how behavioral health and human services providers operate,” Klements says. “Over the years we have been able to grow alongside those providers, giving them the tools they need to operate efficiently, capture revenue more quickly and improve and expand the valuable and much-needed services they provide their clients.”

Klements is a graduate of the University of Wisconsin, and also has completed programs at the University of Madrid in Spain and the Kellogg School of Management at Northwestern University. He has served on the Board of Directors of the Nashville Entrepreneur Center and was recognized with the 2011 NEXT Entrepreneur of the Year award.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.


2:30 pm - 3:30 pm ET

Leading Your Direct Care Workforce: From Physician To Home Care Staff

Executive Roundtable

Direct care workers have very rewarding but also very difficult jobs. As a result, turnover rates are high and recruitment and retention of these employees can be an on-going challenge. In addition, there is increasing demand for direct-care services and the need for these workers is beginning to reach a crisis stage.

Highlights of this session include:

  • Best practices for finding and nurturing talent.
  • Beating out the competition to hire the best direct care staff.

John F. Talbot, Ph.D.

John Talbot, Ph.D. has more than 30 years’ experience in all aspects of health care, including upper management, consultation, education, direct clinical work, and serving as the president of a non-profit board.

Dr. Talbot is currently Vice President of Corporate Strategy at Jefferson Center for Mental Health (JCMH) in Denver, Colorado. In this role, he is responsible for the development and implementation of corporate strategy, strategic alliances and new product development. Dr. Talbot also served as the Vice President of Integration Development for JCMH where he led all new business development opportunities in integrated care and participated in region wide and statewide initiatives.

Prior to his current role, Dr. Talbot served as an Executive Vice President for OPEN MINDS for eight years and provided consultation, training and operational assistance to behavioral health providers, nonprofit organizations, and managed care organizations across the country. His areas of focus for consultation and training include strategic planning, the development of successful strategic alliances, board development, organizational reengineering, operations management, management and leadership development, and change management.

Previously, Dr. Talbot served as the President of Colorado Care Management, a network of agencies providing care to children and families. Dr. Talbot led the development of a coalition of Colorado business executives to address the issues of providing care to abused and neglected children, and the establishment of a nationwide purchasing cooperative for non-profits. The innovative work of Colorado Care Management received national recognition, including participation in a Federal IV-E waiver study that demonstrated measurable superior clinical outcomes.

Dr. Talbot’s additional experience includes serving as the Associate Dean of Operations, the Director of the Master of Health Systems Program, and Adjunct Faculty for University College, University of Denver. He also held a senior management position at Mount Airy Psychiatric Center in Denver, Colorado.

Dr. Talbot has been a featured speaker at a number of national and state venues, and is the former publisher and editor of Today’s Healthcare Manager, a newsletter focusing on leadership and management skills for healthcare managers, and has written numerous articles, manuals, and book chapters.

Dr. Talbot received his Ph.D. from the University of Denver, Master of Occupational Therapy from Western Michigan University, and Bachelor of Science from Loyola University.

Luke Crabtree, MBA, JD

Luke Crabtree, MBA, JD

C. Lynn Mason

Ms. Lynn Mason serves as the President & CEO for Broadstep Behavioral Health, Inc. and all its subsidiaries. Lynn has spent the last sixteen years as an executive in both large and small multi-site/multi-state health care services organizations. She has worked and excelled at some of the nation’s largest and best-known health care companies, including DaVita HealthCare Partners/DaVitaRx Specialty Pharmacy, ChenMed Primary Care, Care Services LLC and United Allergy Services. During her tenure at these organizations, Lynn has focused on business turnarounds, market growth and new product/service development. She has contributed across multiple business and functional areas, holding positions of Group Vice President of Operations, Chief Development Officer, Chief Operating Officer and President.  Lynn is a very passionate, dedicated and success driven leader, placing the care of those most disadvantaged as her top professional priority.  As such, Ms. Mason is devoted to the continuous improvement of U.S. healthcare. She currently serves on the board of directors for the NC Triangle American Heart Association. She is also on the board of directors for ConvenientMD Urgent Care and the board of advisors for Green Hill Recovery and Covid Blue Health. Ms. Mason earned her BSBA in Finance & Accounting at Washington University in St. Louis and her MBA from Stanford University’s Graduate School of Business.

Strategy For A Changing Market: What’s Your Next Money Maker?

Executive Roundtable

Executives cannot remain complacent with the status quo, they need to identify profitable new services to meet the challenges and opportunities in today’s market to remain competitive. In this session, we will discuss everything you need to know about developing a “money maker,” including:

  • Establishing criteria for considering new services.
  • Evaluating opportunities.
  • Strategies for integration of new service lines to ensure existing services are not disrupted.

Jim Fiorenzo, MBA

James Fiorenzo, MBA, brings more than 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing more than $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy and Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy, and clinical services with more than 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

Teri Herrmann, MA

Teri Herrmann, MA

Teri Herrmann serves as Chief Executive Officer of SPARC Services and Programs which has its corporate office in Charlotte, NC. In this role, Teri is responsible for the company’s program/service development, and administrative supervision and oversight of the clinical and business operations. SPARC is currently providing a unique and customer driven continuum for children, families, and adults with the mission of keeping individuals out of institutionalized care. SPARC continues to be innovative with service delivery and programming and prides itself with strong partnerships with stakeholders. These partnerships have resulted in the development of new and innovative services to meet the needs in the community. SPARC provides this continuum of care in 26 counties across North Carolina and is currently engaged in Value Based contracting with multiple payers – to which Teri played a vital role in the development.

Ms. Herrmann sits on multiple committees and collaboratives with the goal of continuing to advance the Behavioral Health system to be inclusive of trauma informed care, Evidence Based Practices, and whole person/integrated care. Teri has been working in the Behavioral Health field since the late 1990s and has worked with children, families, adults in residential and community-based settings. This worked has spanned individuals with mental health needs, I/DD needs, and those that are dually diagnosed. She is passionate about services and supports that allow individuals to remain in the community.

Teri holds a Bachelor of Science in Psychology from LeMoyne College in Syracuse, New York, and a Masters in Forensic Psychology from Sage Graduate School in Albany, New York.

Dyann M. Roth

Dyann leads Inglis and its services for people with disabilities across all entities of the organization – community-based programming including innovative assistive technology services; development & management of affordable, accessible independent-living housing; and our 252-bed long-term care, skilled nursing wheelchair community.

Prior to joining Inglis in 2017, Dyann worked with Resources for Human Development (RHD) – a diversified human services non-profit organization, with more than 160 programs across 15 states supporting people with disabilities and other vulnerable populations – for more than 27 years. Dyann held various roles in RHD, including non-profit program development and fundraising, organizational development and training, and operations management, and served as Chief Executive Officer for four years.

A current member of the Board of Directors for RCPA (Rehabilitation and Community Providers Association),  member of the Forum of Executive Women and the Special Olympics Philadelphia “Cities of Inclusion” Executive Council, as well as a former member of the Board of Directors of PAR (Pennsylvania Advocacy and Resources for Autism and Intellectual Disability), Dyann seeks to build collaborations and partnerships to best serve individuals with disabilities and their families and caregivers.

Dyann received her Bachelor of Arts from Penn State University and her Master of Science in Organizational Dynamics from the University of Pennsylvania.

 

Elizabeth Carey, MSW

Elizabeth Carey has three decades of experience in the field of social and human services. As President and CEO of Starr Commonwealth, Elizabeth provides leadership and direction, and serves as one of Starr’s most passionate advocates for systems-level change for childhood whole health. In her previous role of chief strategy officer, she helped shape the future of this century-old organization, modernizing our approach to providing positive experiences so all children can flourish.

Prior to joining Starr Commonwealth in 2010, she served as Director of Government Relations for the Council on Accreditation, as Executive Director of the Michigan Federation for Children and Families, and as Senior Vice President and COO for the Alliance for Strong Families and Communities.

She holds Bachelor and Master’s Degrees in Social Work from Michigan State University.

 

Know Your Organization Ratings: What’s Being Measured, Why It Matters, & Who’s Paying Attention

Best Practice How To

Online reviews for healthcare providers are on the rise. Medicare has its Star Ratings. Other organizations rank “best of” provider organizations. Yelp even has healthcare ratings. These ratings and rankings may not always be the best to identify an individual provider’s skill, decision making, or outcomes, but they do provide useful information to the health care consumer in evaluating wait times, ease of access, and other factors of importance to the consumer. As a provider of services, these results can be used as a feedback mechanism to improve an organization and overall, help to provide better care.

This session will focus on:

  • Identifying the various rating systems that can have an impact on organizations.
  • Managing your organization’s ratings.
  • Why your organization’s ratings matter.

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.

Timothy Snyder, Jr.

Timothy G. Snyder, Jr. brings a unique combination of marketing, business development, and online media expertise to OPEN MINDS. Since joining our team in 2008, Mr. Snyder has led dozens of strategic marketing and sales-focused projects, including comprehensive product launch initiatives, corporate re-branding/positioning projects, and website/online marketing programs for some of the largest and most influential pharmaceutical and technology organizations in the health and human service field. In addition to his work in the consulting practice, Mr. Snyder has executive responsibility for the marketing, web site, public relations, and sales divisions of OPEN MINDS.

Mr. Snyder has been instrumental in developing cutting-edge content marketing programs for OPEN MINDS customers. He is able to translate branding and marketing positioning strategy into market-sector appropriate content campaigns.

In addition, Mr. Snyder brings a broad knowledge of content campaign platforms. His work includes leverage of traditional print media and printed educational material. He has designed educational curriculum outreach – in on-site formats and synchronous and asynchronous web-based curriculum models. In his work, he has designed dozens of web sites to support content campaigns – and worked with them from conceptualization, design, development, and launch. He has led the development of multiple-platform social media campaigns, customized apps, YouTube channels, and podcast initiatives.

Mr. Snyder has spoken at numerous conferences and has published dozens of articles and resources on the growing importance of marketing and online branding in the new consumer-driven health and human service marketplace.    He developed OPEN MINDS marketing planning and web marketing curriculum. In addition, he created OPEN MINDS assessment of organizational online presence.

Prior to joining OPEN MINDS, Mr. Snyder worked as an independent marketing consultant for multiple government agencies and provider organizations—specializing in online marketing strategy, campaign design and execution, event promotion, and social media integration. While completing his degree, Mr. Snyder also worked as a web developer and website manager —specializing in search engine optimization.

Mr. Snyder is a graduate of  Shippensburg University, where he earned a Bachelor’s Degree in both marketing communications and business management.

Strategic Planning For The Next Normal: Best Practice Models

Best Practice How To

Change is inevitable, but how do you create a strategic plan to prepare for whatever "new normal" comes next once the COVID-19 pandemic crisis has passed? In this session, attendees will learn the importance of reviewing existing data and information to help identify your organization's strengths, needs and predicted challenges. Reviewing predicted challenges will help attendees prepare for potential threats to your business and identify solutions in advance. The speakers will discuss how you can measure the ongoing success of your strategic plan and the best ways to communicate that with your staff, shareholders, and consumers.

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.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


3:45 pm - 4:45 pm ET

Leading To The Next Normal

Keynote Address

As we look ahead to the gradual end of the current crisis period—the public health crisis, the economic crisis, and the political crisis—there are three key strategic questions facing executive teams of behavioral health provider organizations. First, what will be the lasting impact of these crises on the health and human service landscape? Second, how do a provider organization's strategy, and service lines, need to evolve to maintain competitive advantage and sustainability? And how do executive teams transform their organizations make that strategy a reality and thrive in this new environment?

Monica Oss, will answer these questions and share how leaders can develop the ability to create a vision and a plan for sustainability in the future. She will provide a rundown of the transformational leadership skills required to innovate and make change happen as well as a strategic framework for managing—and capitalizing—on complexity. Ms. Oss will outline future opportunities and how to develop the flexibility to pivot with the market.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.