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8:00 am - 5:30 pm ET

The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Improving Competitive Advantage In The ‘Next Normal’

Executive Summit

We saw a record numbers of mergers, acquisitions, and affiliations among organizations serving the complex consumer market in 2020 and 2021. The big question: did those collaborations improve competitive advantage? And what are the “tricks of the trade” for making collaborations work?

Join us for an information-packed day with executives who are making it happen—and gain perspectives on how to best leverage collaborations for improving market position.

Don’t miss this exclusive opportunity to hear directly from the organizations leading the way.

Agenda

8:00 a.m. - 9:00 a.m.: Registration & Breakfast

9:00 a.m. – 9:15 a.m.: Welcome & Introduction
State Of The Industry: Updates On Mergers, Acquisitions, & Affiliations During & Post Pandemic

Join us this morning as we start the day with a status update of the industry.

While there is no “roadmap” to successful partnerships for most organizations serving complex needs consumers, the leaders at the helm of those organizations will be better positioned to face that challenge after a clear look at the MA&A landscape including, who has merged with who, what acquisitions are making news, and what new affiliations have been formed.

Ken Carr, Senior Associate, OPEN MINDS 

9:15 a.m. – 10:15 a.m.: Plenary Panel Keynote: The Future of Private Equity Investments In The Health & Human Service Space

Private equity investments in health care are changing the outlook for sustainability of traditional provider organizations—with new service offerings, investment capital for technology & 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 have presented opportunities by the financial breakdowns. Where does your organization stand and what will this mean going forward? 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 and how to defend against them?

After this session expect to takeaway:

  • An understanding of current investments in the health and human service marketplace
  • How best to position your organization in this shifting space
  • An overview of what the future holds for private equity investments with the public health space

Todd Rudsenske, Partner, Webster Equity Partners
Jeremy Gelber, M.D., Senior Managing Director, Centerbridge
Ken Carr, Senior Associate, OPEN MINDS

10:15 a.m. – 11:00 a.m.: Thought Leader Q&A

Join the Plenary Panel participants, Joe Naughton-Travers, and Ken Carr, Senior Associates at OPEN MINDS, as they answer questions from the audience and invite robust discussion on the topic at hand.

Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS
Ken Carr, Senior Associate, OPEN MINDS 

11:00 a.m. – 11:15 a.m.: Break

11:15 a.m. – 12:15 p.m.: Best Practices For Mergers & Acquisitions Preparation: How Do You Use M&A To Gain Strategic Advantage?

Some studies have shown mergers to have a high failure rate – sometimes failing as often as 50% to 90% of the time. However, economies of scale and organizational size are an integral part of strategy for health and human service organizations. The question – how to develop a merger and acquisition plan that makes your organizational strategy successful. Don’t miss this engaging look at how to overcome the challenges of making mergers and acquisitions work – selecting the right organizations, the M&A process, developing governance and management structures for a newly-merged organization, as well as the challenges of managing a bigger and more diverse organization, through the lens of organizations who have made it work.

This session is designed to provide organizations:

  • Tools needed to build a successful partnership strategy
  • Strategies for overcoming the challenges of making mergers and acquisitions work
  • Best practices through the merger and acquisition process

Jonathan Morphett, Managing Partner, Avondale Partners, LLC
Luanne Welch, Chief Executive Officer & President, Easterseals UCP North Carolina & Virginia
Rich Yanoski, Corporate Vice President of Business Development, Merakey
Derry Holland, Chief Executive Officer, Oaks Integrated Care
Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS

12:15 p.m. – 1:45 p.m.: Lunch

1:45 p.m. – 2:45 p.m.: Disasters In Partnerships: Case Studies From The Field

We know partnerships can fail, but what can be learned from those failures? In this engaging session you will hear case studies from OPEN MINDS Senior Associate, Ken Carr, as he walks you through:

  • What to watch out for when selecting partnerships
  • Methodologies for navigating a partnership that is not working
  • Strategies for avoiding these common partnership pitfalls

 Ken Carr, Senior Associate, OPEN MINDS 

2:45 p.m. – 3:00 p.m.: Break

3:00 p.m. – 4:30 p.m.: Executive Roundtable:  What We Would Have Done Differently: Provider Perspectives On Partnerships

During this executive roundtable you will hear from executives who have navigated mergers, acquisitions, and partnerships. This discussion will examine lessons learned from the provider organization perspective, and what they would have done differently, what they have learned, and what they found to be successful.

Attendees to this session can expect to:

  • Learn what works and what doesn’t when entering a new partnership
  • Hear case studies from organizations that have made it work
  • Review the challenges of managing a bigger and more diverse organization after a partnership is in place

Luanne Welch, Chief Executive Officer & President, Easterseals UCP, North Carolina & Virginia
Rich Yanoski, Corporate Vice President of Business Development, Merakey
Derry Holland, Chief Executive Officer, Oaks Integrated Care
Joe Naughton-Travers, EdM, Senior Associate, OPEN MINDS
Ken Carr, Senior Associate, OPEN MINDS

4:30 p.m. - 5:30 p.m.: Executive Networking Reception

Grab a beverage and unwind with our Summit speakers and attendees as well as the OPEN MINDS team!

Jeremy Gelber, M.D.

Jeremy joined Centerbridge in 2018 and focuses on investments in the Healthcare sector. Prior to joining Centerbridge, Jeremy was a Partner at Pamplona Capital, a private equity firm, leading the healthcare investing vertical. Prior to Pamplona Capital, Jeremy was an Executive Director in the Healthcare Investment Banking Division at Morgan Stanley.
Previously, Jeremy was a physician and completed his medical degree at Jefferson Medical College.
Jeremy serves on the Boards of Directors of American Renal Associates Holdings, Inc., Civitas Solutions, Inc, GoHealth, LLC and Remedi SeniorCare Holding Corporation.

Education
Dartmouth College, B.S.
Jefferson Medical College, M.D., summa cum laude

Derry Holland

When Derry Holland joined Family Service in 1986 as an intern for the Family Learning Center and Seasons Outpatient Program, she had no idea it would become a 30-year journey. Over the next three decades, she went on to hold several operational and administrative leadership positions within the organization.

In October 2016 Derry officially took on the role of Chief Executive Officer. As CEO, she leads a team of over 2,700 employees who are responsible for the continued development and integrity of 150 diverse health and social service programs. Derry focuses on building a strong financial foundation, maintaining the highest possible clinical standards, and most importantly, fulfilling our mission to serve the most vulnerable members of our community.

Under Derry’s leadership in January 2017, Oaks proudly welcomed Preferred Behavioral Health Group as an affiliate. Now serving over 34,000 individuals in 19 counties throughout NJ, with a combined budget of 124 million dollars, Oaks is one of New Jersey’s most comprehensive human service providers.

In addition to her work at Oaks, Derry is currently on the board of the New Jersey Association of Community Providers (NJACP), a member of National Association of Social Workers, NJ Chapter and is affiliated with the Burlington and Camden County Mental Health Boards.

Jonathan Morphett

Jonathan Morphett joined Avondale Partners in 2004 to launch its healthcare investment banking group. Today, as an investment banking boutique firm, Avondale Partners provides mergers and acquisitions and financing transaction advisory services to healthcare companies and private equity firms across the U.S. Jonathan has over 30 years of investment banking experience, having completed over 100 M&A advisory, equity and debt transactions.

Prior to joining Avondale Partners, Jonathan was the Chief Financial Officer of Austar United Communications, a publicly traded Australian company, and a managing director of investment banking at Morgan Stanley. Jonathan is currently the Chair of the Board of Centerstone Research Institute. He is a former board member of the Nashville Health Care Council; a former board member of Friends Life, a non-profit dedicated to improving the lives of people with disabilities; and a “2012 Health Care Hero” award recipient from the Nashville Business Journal. He earned his undergraduate degrees in economics and law from the University of Adelaide, Australia and his MBA from the Tuck School at Dartmouth.

Todd Rudsenske

Todd joined Webster as a Partner in 2020 after a 25-year career as an investment banker to leading middle-market healthcare service organizations. At Webster, Todd serves on the Boards of BayMark Health Services and Discovery Behavioral Health.  He is also active with InBloom Autism Services.

Prior to joining Webster, Todd served as a Managing Director at Cain Brothers, a leading healthcare investment bank. Previously he served as a Vice President at Merrill Lynch and at Ernst &Young. Over Todd’s career, he advised on over $5 billion of transactions and some of his notable clients include Invo Healthcare, Florida Autism Centers, HealthPro Heritage, New York Bariatric Group, and D&S Community Services.

Todd was educated at Texas A&M University and Columbia Business School.

Luanne Welch

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

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

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

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Richard P. Yanoski, Jr.

Richard P. Yanoski Jr is currently Merakey’s Corporate Vice President of Business Development. Rich joined Merakey in 2002 and has served the organization in a variety of operational and leadership roles which include positions in Business Operations, Quality Improvement, and Program Operations. In his current role, Rich partners with Operational and Executive leadership to lead Merakey’s strategic growth and development. This includes mergers and acquisitions, market analysis, customer engagement and relationship management, as well as financial model development and analysis.

Rich previously spent nine years at Aerotek, one of the world’s largest global staffing firms. During his time at Aerotek, Rich supported an international sales team in the engineering and aviation industries, performing liability analysis, contract negotiation and pricing model development, as well as mergers and acquisitions.

Rich holds a Master’s Degree in Leadership and Organizational Development with a concentration in Ethics from Duquesne University. As an undergraduate, Rich attended King’s College (PA) and graduated with a Degree in Economics and a concentration in Statistical Analysis.

Ken Carr

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

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

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

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

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

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


12:00 pm - 4:30 pm ET

How To Build An SDoH Foundation Within Your Whole-Person Care Organization: An Executive Luncheon & Forum Sponsored By NextGen Healthcare

Executive Forum

Sponsored By NextGen Healthcare

Opening with a catered executive luncheon provided free of charge to all attendees, this brand new executive forum will feature a series of information-packed presentations and discussion forums for organizations moving to a whole-person care approach.

As part of this half-day program, population health expert, Dr. Michael Franczak, will demonstrate how Copa Health, a leading provider of integrated care in Mesa, Arizona, is tracking and using social determinants of health (SDoH) to inform care strategy, decision-making and every day operations. Dr. Franczak will also showcase how SDoH data is used as part of a complete functional analysis of clients -- as well as to guide intervention recommendations, improve client engagement, and ultimately care outcomes.

The second program in the forum, led by Dr. Jennifer Bolduc from NextGen Healthcare, will focus on how whole-person care organizations can collect and use SDoH data in combination with other data sources to gain valuable insights. And, how insights from this data can drive actionable recommendations that ultimately improve quality of care. This piece of the program will also feature a demonstration from Dr. Bolduc on how certain combinations of SDoH data may change treatment recommendations for people with different co-existing conditions.

The forum will conclude with an open forum and panel discussion on how a solid SDoH foundation can lead to better outcomes for both patients and providers. The panel featured will include Dr. Franczak, Dr. Bolduc and NextGen's Javier Favela.

Following this half-day event are the welcoming activities and networking reception for The 2021 OPEN MINDS Executive Leadership Retreat!

Javier Favela

Javier Favela is Vice President of Behavioral Health Solutions at NextGen Healthcare. He is an industry leader that provides integrated healthcare technology solutions to meet the needs of the behavioral and integrated healthcare community. Javier brings over 20 years of accounting and executive leadership specializing in the healthcare and healthcare information technology field. He offers extensive knowledge in new business start-ups and restructuring of existing businesses to further strategic initiatives and maximize organizational profitability.

Dr. Jennifer Bolduc

Dr. Bolduc is a board-certified pediatrician and clinical informaticist. She provides clinical leadership for NextGen® Population Health. After completing medical school and pediatric training in Vermont, she served in the Navy in Yokosuka, Japan and Bremerton, Washington, followed by 10 years of private practice in Walla Walla, Washington and leadership roles in health IT. Dr. Bolduc’s passions include improving the efficiency and safety of health IT systems and supporting the growth and development of people around her. She is excited to help ensure NextGen Healthcare’s solutions meet the needs of clinicians in the real world.

Dr. Michael Franczak

Michael Franczak currently serves as the Director of Population Health Services for Copa Health, Phoenix, Arizona.  Dr. Franczak has been involved in Mental Health, Substance Abuse and Development Disability services in Pennsylvania, North Carolina and Arizona for the past 40 years. Dr. Franczak has served as an expert witness in many landmark cases concerning mental health and developmental Disabilities and serves as an expert to the US Department of Justice Civil Rights Division.  Dr. Franczak has been the primary investigator on numerous grants from the Substance Abuse Mental Health Service Administration including Housing Approaches for Persons with a Serious Mental Illness, Jail Diversion for Persons with a Serious Mental Illness, Integrated Substance Abuse Mental Health Treatment Models System of Care Practices for Children and Adolescents and Substance Abuse Services for Adolescents.


1:00 pm - 4:15 pm ET

Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management

Executive Seminar

*This seminar will also be presented virtually on Thursday, September 23 at 9:00am ET

As the health care industry addresses the aftermath of the COVID-19 disruption, board members and executives must collaborate on understanding the changing market and map a plan for recovery and sustainability. They must conduct a deep dive into the new challenges and opportunities for non-profit health and human service organizations and the changing role of the board in a time of competition and new business models. Learn how to update your board on the impacted landscape and the need for updated strategies for sustainability. Understand the conditions for the new “best practice board.” This means developing the skills to support modern health care in a value-based environment, developing the ability to preserve purpose and know when to redefine it, and perfecting the ability to monitor finance, business, compliance, and ethics.

The following key components will be discussed:

  • Updating strategies for sustainability
  • Where your opportunities and challenges lie
  • Best practices to support growth while preserving purpose

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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

Kimberly Bond, MS, LMFT

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

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

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

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

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


4:30 pm - 5:30 pm ET

Executive Networking & Welcome Reception

Networking

Grab a beverage and unwind with our Summit speakers and attendees, Seminar speakers and attendees, Executive Forum speakers and guests, as well as the OPEN MINDS team!


7:30 am - 8:30 am ET

Executive Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.


8:30 am - 9:00 am ET

Welcome Address & Announcements of A Snapshot Of The 2021 Executive Talent Survey: Trends In Specialty Provider Organization Executive Compensation & Retention

Welcoming

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 2021 OPEN MINDS Executive Compensation & Retention Survey provides the data and trends to help develop a compensation and retention plan that is in tune with the current market. This survey provides information on:

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

Monica E. Oss

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


9:00 am - 10:00 am ET

Leading A Technology Transformation—Tech & Analytics To Improve The Consumer & Clinical Professional Experience

Keynote Address

In her Keynote, Angela L. Perri, Chief Medicare Officer at UPMC Health Plan, will address the roles of technology & analytics across the continuum of care. Analytics should be multi-dimensional, but most importantly drive positive outcomes and quality goals for the people receiving care. Ms. Perri will discuss how UPMC HealthPlan has factored all of that into what they do and design, recognizing the importance of simplicity in the workflow. This allows for both personalization for individuals and families along with population management to inform best practices, value-based programs, and aligned payer-provider partnerships.

From a technology standpoint, Ms. Perri will share her experiences based on her responsibility for development of UPMC's internally developed clinical software solutions that span the health plan and network hospitals—tele-health and digital assets, including the plan's member mobile app and RxWell behavioral health coaching tool, as examples. Her teams work in partnership with IT to design and establish requirements and needs for real time data, intelligent and aligned workflows, and a myriad of business rules as well as precision analytics that drive quality, affordability, and impact across UPMC's book of business.

Attendees will learn:

  • UPMC's approach to leveraging technology and multi-dimensional analytics in health plans and in provider delivery system
  • Key challenges facing technology adoption in health and human services
  • Unique challenges of serving consumers with chronic conditions and complex needs, including service prioritization, workflow simplicity and care personalization

Angela L. Perri

Angela L. Perri oversees the Business Transformation Office leading business alignment and strategy initiatives, planning and prioritization for key business efforts, multidisciplinary approaches for development and growth. She is the executive responsible for Organizational Performance and Project Management Office (PMO, Six Sigma, Business Engineers), Innovation tools, apps, and strategies, Digital Innovation and Development including telehealth and RxWell™ (mobile app), and UPMC’s Internal Proprietary Clinical Software including product development and management.

Angela has 25 years of experience in managed health care. Prior to joining UPMC Health Plan in 2018, she served in senior executive leadership roles for several Fortune 100 organizations including UnitedHealth Group (Optum), Centene Corporation, and Amerigroup (an Anthem Company). She has led product and program development, Medicare STARs programs, strategic planning, eHealth, business development and growth for Medicaid, Children’s Health Insurance Programs (CHIP), Medicare Advantage and Special Needs Plans including dually eligible individuals, and commercial products designing and implementing population health management programs for these MCOs/MBHOs in nearly all 50 states.

She is recognized nationally as an expert on population health program designs such as models of care for Persons with Intellectual and Developmental Disabilities (IDD), Foster Care (children), Managed Long Term Services and Supports (LTSS) and integrated behavioral health including the technology solutions supporting these strategies for value-based care efforts. Angela is a Juran Certified Six Sigma Black Belt: DMAIC, DMADV, Lean; a community advocate; and she serves on the Board of Directors for Allegheny Family Network; Board Member for The Pittsburgh Cultural Trust corporate circles board; is a graduate of Leadership Pittsburgh Inc. (LPXXXV); and is an Adjunct Professor at the University of Pittsburgh Graduate School of Public Health. She is passionately committed to serving the underserved in healthcare and education.


10:15 am - 11:15 am ET

Thought Leader Discussion

Thought Leader Discussion

Join us for a follow-up session with our keynote speaker, Angela L. Perri, Vice President, Strategic Alignment, Transformation, and Innovation at UPMC HealthPlan. You will have time to ask questions and discuss how lessons from the morning’s keynote presentation apply to your own organization.

Angela L. Perri

Angela L. Perri oversees the Business Transformation Office leading business alignment and strategy initiatives, planning and prioritization for key business efforts, multidisciplinary approaches for development and growth. She is the executive responsible for Organizational Performance and Project Management Office (PMO, Six Sigma, Business Engineers), Innovation tools, apps, and strategies, Digital Innovation and Development including telehealth and RxWell™ (mobile app), and UPMC’s Internal Proprietary Clinical Software including product development and management.

Angela has 25 years of experience in managed health care. Prior to joining UPMC Health Plan in 2018, she served in senior executive leadership roles for several Fortune 100 organizations including UnitedHealth Group (Optum), Centene Corporation, and Amerigroup (an Anthem Company). She has led product and program development, Medicare STARs programs, strategic planning, eHealth, business development and growth for Medicaid, Children’s Health Insurance Programs (CHIP), Medicare Advantage and Special Needs Plans including dually eligible individuals, and commercial products designing and implementing population health management programs for these MCOs/MBHOs in nearly all 50 states.

She is recognized nationally as an expert on population health program designs such as models of care for Persons with Intellectual and Developmental Disabilities (IDD), Foster Care (children), Managed Long Term Services and Supports (LTSS) and integrated behavioral health including the technology solutions supporting these strategies for value-based care efforts. Angela is a Juran Certified Six Sigma Black Belt: DMAIC, DMADV, Lean; a community advocate; and she serves on the Board of Directors for Allegheny Family Network; Board Member for The Pittsburgh Cultural Trust corporate circles board; is a graduate of Leadership Pittsburgh Inc. (LPXXXV); and is an Adjunct Professor at the University of Pittsburgh Graduate School of Public Health. She is passionately committed to serving the underserved in healthcare and education.

Monica E. Oss

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


10:15 am - 11:30 am ET

Maintaining Your Organization’s Culture In A Virtual Environment

Topical Case Study

Value Track

In the pre-pandemic era, we were already facing the incorporation of new digital technologies and technology-enable services. We are now contending with an influx of new service delivery models, seemingly all based in a virtual environment—it is important to balance organizational sustainability, maintaining your unique culture, and how these technologies can be integrated into your strategy and organization. A formal approach to managing these changes with an eye toward understanding your organization’s culture is necessary and begins with the leadership team.

In this session you will learn:

  • How to address the challenges that come from a virtual world
  • Strategies that will create and sustain a strong organizational culture
  • How your organization is aligned for supporting the adoption of virtual environments

Jill Beveridge, M.Ed.

Jill Beveridge is the Director of Mental Health Services at Service Access & Management, Inc. She holds a Bachelor’s degree in Applied Behavioral Sciences from Penn State University and a Master’s Degree in Educational Psychology from Temple University. She has over 17 years of experience in the Mental Health field, including experience overseeing programs such as; Adult Partial Hospitalization, Outpatient Services, Peer Support Services, Psychiatric Rehabilitation, Crisis Residential, and Blended Case Management.

Veronica Pilon

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.


11:45 am - 1:00 pm ET

Motivating & Energizing Your Mid-Level Leaders

Topical Case Study

Value Track

It is essential for organizations to evaluate future leaders not only on their ability to play a specific role or on their skill set, but also on whether they are a fit in the workplace culture. An ideal leader is someone who has the talent to help the company grow, is a "cultural fit" to thrive in the role, and can contribute to the work philosophy and company values. Like all service organizations, the single largest expense for health and human service organizations is talent, and the ability to motivate your team is a "must have" competency for organizational success.

This session will include discussions on:

  • Creating an engaged workforce that is a fit with your organization's culture
  • Best practices in mapping team competencies and conducting an organizational training needs assessment
  • The importance of building a motivated energetic team in a complex health and human service market

 

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.

Melissa Fox, MHA, FACMPE, FACHE

Fox currently oversees the agency operations including Health Information Technology for over 100 programs throughout 13 counties in New Jersey.  Under Melissa’s leadership, the Acenda team has launched several innovative initiatives which have furthered the implementation of integrated care models for vulnerable and historically disenfranchised populations.

Melissa has had a distinguished career of over 20 years leading innovations in healthcare operations including Federally Qualified Health Centers, Healthcare for the Homeless, Behavioral Health, Home Care and Hospice.  She has been featured in numerous publications and as an expert speaker for her work within diverse healthcare environments and addressing the importance of data in driving innovations within the healthcare setting. Fox is a member of the American College of Healthcare Executives, the National Association of Health Services Executives, and the Medical Group Management Association. Melissa has served as an expert speaker for organizations including the National Healthcare for the Homeless Council, National Nursing Centers Consortium, Philadelphia Social Innovations Journal, Open Minds, and the Health Center and Public Housing Symposium.  She is also a Board Member of the The Root Cause Coalition (TRCC), Metropolitan Area Neighborhood Nutrition Alliance (MANNA), Camden Coalition of Healthcare Providers, the Urban Affairs Coalition, the National Wellness Institute, and the Gloucester County NAACP, which presented Melissa with its prestigious Game Changer Award. Melissa also serves as adjunct faculty at Wilmington University in Health Care  Administration.

Supporting The Behavioral Health System During The Pandemic & Planning For The ‘Next Normal’: The Role Of The Government

Thought Leader Forum

Strategy Track

The pandemic has shown us a fourfold increase in depression and anxiety, as well as an increase in substance use. More consumers than ever are turning to digital platforms for support for behavioral and mental health. As we continue to see a shift toward supportive legislation from the federal and state levels, we will also see more robust care collaboration between primary care and behavioral health. Where does the government come into all this and how can they continue to support our behavioral health system? We are thrilled to welcome Elinore McCance-Katz, M.D., Ph.D., the former Assistant Secretary for Mental Health & Substance Use for the U.S. Department of Health & Human Services under two very different administrations, as she explores this very robust subject matter through a discussion and Q&A forum.

Elinore F. McCance-Katz, M.D., Ph.D.

Elinore McCance-Katz, MD, PhD is the first Assistant Secretary for Mental Health and Substance Use. She obtained her PhD from Yale University with a specialty in Infectious Disease Epidemiology and is a graduate of the University of Connecticut School of Medicine. She is board certified in General Psychiatry and in Addiction Psychiatry. She is a Distinguished Fellow of the American Academy of Addiction Psychiatry with more than 25 years as a clinician, teacher, and clinical researcher. Most recently she served as the Chief Medical Officer for the Rhode Island Department of Behavioral Healthcare, Developmental Disabilities and Hospitals and as the Chief Medical Officer for the Eleanor Slater Hospital system which is Rhode Island’s state resource for patients with the most serious mental illnesses and medical illnesses requiring long term, inpatient care. She was also Professor of Psychiatry and Human Behavior at Brown University. Previously, she served as the first Chief Medical Officer for the Substance Abuse and Mental Health Services Administration (SAMHSA). Prior to coming to SAMHSA, she served at the University of California, San Francisco as a Professor of Psychiatry, as the Medical Director for the California Department of Alcohol and Drug Programs, and as the Medical Director of SAMHSA’s Clinical Support Systems for Buprenorphine (PCSS-B) and Opioids (PCSS-O).

Dr. McCance-Katz has published extensively in the areas of clinical pharmacology, medications development for substance use disorders, drug-drug interactions, addiction psychiatry, and treatment of HIV infection in drug users. She served on the World Health Organization (WHO) committee that developed guidelines on the treatment of drug users living with HIV/AIDS. She has been a national leader in addressing the overprescribing of opioid analgesics and in providing consultation on management of patients with chronic pain and opioid overuse. She was a participant in the development of SAMHSA TIP 40 which provided the initial guidance to physicians utilizing buprenorphine in the treatment of opioid use disorder, contributed to the development and maintenance of the legislatively required 8 hours of physician training for prescribing buprenorphine products and has continued to be actively involved in the development and delivery of physician training on office-based treatment of opioid use disorders. She has been one of the architects of Rhode Island’s plan for addressing the opioid epidemic including new approaches to treatment in the form of a statewide system of Centers of Excellence in the treatment of opioid use disorder, new approaches to training in the utilization of DATA 2000 (Drug Abuse Treatment Act of 2000) to bring DATA waiver training to medical students, and going forward, nurse practitioner and physician assistant students, and legislative/regulatory work addressing safe use of opioids in acute pain.

Dr. McCance-Katz lives in Cranston, Rhode Island with her husband. She has three grown children and one grandchild.

David Blaszczak

David Blaszczak brings over 20 years of experience in the health and human services industry to the OPEN MINDS team, with expertise in state and federal governments, market strategy, health care policy, and reimbursement and regulatory trends. He currently serves as a Senior Associate for OPEN MINDS consulting practice.

Prior to his role with OPEN MINDS, Mr. Blaszczak served as a Partner with ADVI Health in the Washington D.C. Metro Area. At ADVI Health, Mr. Blaszczak provided reimbursement and regulatory advisory services for health care provider groups and manufactures. Mr. Blaszczak worked with C-Suite executives on developing a roll-out strategy once products received FDA approval and reimbursement. Mr. Blaszczak also advised health care companies of coding strategies such as DRG, HCPCS, and CPT.

Before his time with ADVI Health, Mr. Blaszczak served as a Senior Health Policy Analyst for the Potomac Research Group. In this role, Mr. Blaszczak analyzed health care reimbursement and regulatory trends for investment companies.

Prior to his role at Potomac Research Group, MR. Blaszczak served as a Senior Vice President for Washington Research Group. In this role, Mr. Blaszczak analyzed health care reimbursement and regulatory trends for investment companies.

Prior to his role with the Washington Research Group, Mr. Blaszczak served as a Health Insurance Specialist for the Centers for Medicare & Medicaid Services. At the Centers for Medicare & Medicaid Services, Mr. Blaszczak was a key player in developing health care policy and coordinated with senior industry leaders. Mr. Blaszczak also wrote regulations affecting health care providers and manufactures and worked with senior governmental and administrative officials to develop briefing documents.

Mr. Blaszczak received a Masters of Public Policy from the University of Maryland Baltimore County. Mr. Blaszczak additionally earned a Bachelor of Arts of Health Administration from the University of Maryland Baltimore County.


1:00 pm - 2:15 pm ET

Lunch On Your Own

Lunch

1:00 pm - 4:30 pm ET

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

Activity - Battlefield

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

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

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

Located at the Wyndham Hotel and Battlefield

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.

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.


2:30 pm - 4:00 pm ET

Succeeding With Risk-Based Reimbursement – How To Prepare

Best Practice "How-To"

Strategy Track

In our evolving value-based market, organizations need to build a leadership team that brokers new ideas, drives change using organizational pressure, takes risks to manage the new competition, and creates new processes for balancing structure and innovation. The health care market is in the middle of a massive transformation—one that’s designed to ultimately improve outcomes and reduce costs. But getting there is going to be a challenge. Market share will gradually move to provider organizations that are willing to accept risk. And there will be some spectacular successes—and some spectacular failures—in these new roles. How will your organization get there? These challenges and how executives can prepare their organizations to be sustainable in a changing complex market is of utmost importance.

In this session we will focus on:

  • Understanding the infrastructure needed to support risk-based contracting
  • A case study in data analysis, negotiation, and decisionmaking in risk-based contracting with a payer
  • Keys to managing a risk-based contract

Joseph P. Naughton-Travers, EdM

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

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

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

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

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

Kimberly Bond, MS, LMFT

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

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

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

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

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


7:00 pm - 9:00 pm ET

The Gettysburg Museum & Visitor Center Night At The Museum & Networking Reception

Networking Reception / Executive Briefing

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

Institute attendees will have private, after-hours access to all areas of the museum. Open to thousands of visitors every day, the Gettysburg Museum and Visitor Center is home to thousands of Civil War artifacts and relics from the Battle of Gettysburg. During this special reception, attendees will have a unique opportunity to avoid the crowds, explore the bookstore and gift shop in peace and quiet, and have refreshments while enjoying this immersive historical experience.

Attendees will have access to the museum’s newest exhibit: "Following in the Foot Steps of World Leaders". This new exhibit explores the history of Eisenhower’s life as a Soldier, General, President, and Citizen, as well as a nod to Eisenhower’s leadership. The exhibit features historic information and photos, several artifacts and a panel including a historic photo background of Eisenhower on the Gettysburg battlefield that provides visitors a unique photo opportunity.

Attendees will also have the opportunity to view the Famous Gettysburg Cyclorama, with exclusive narration from licensed battlefield guide, Robert Prosperi. Paul Philippoteaux’s 1883 cyclorama painting of the Battle of Gettysburg is among the last surviving cycloramas in the United States. This breathtaking painting literally surrounds you and stands longer than a football field and as tall as a four-story structure. Newly restored, the painting provides a unique 360° view of all the details of the final day of the Battle of Gettysburg and gives viewers a true sense of what occurred during the battle.

Wayne Motts

Wayne E. Motts is a native of central Ohio but has lived in central Pennsylvania for more than three decades. He received his B.A. in the field of military history from The Ohio State University and M.A. in American History from Shippensburg University of Pennsylvania. He has been a battlefield guide at the Gettysburg National Military Park for 33 years and was one of the youngest candidates ever to pass the rigorous testing process needed to obtain a license. He has led battlefield tours for people all around the world. These tours have focused on leadership in many subject fields including those related to mental health. He has spoken to a wide range of historical bodies including the Smithsonian Institution and has appeared on television programs and documentaries related to Gettysburg and the Civil War. He is the author or co-author of several articles and two books about the war including Trust in God and Fear Nothing: Lewis A. Armistead, CSA and Pickett’s Charge at Gettysburg: A Guide to the Most Famous Attack in American History (with James A. Hessler). In addition to his writing, speaking, and guiding, Wayne has been the executive director, President and/or CEO of three separate historical non-profit entities. He recently joined the Gettysburg Foundation as its new president and CEO where he leads the management and operations of four separate properties including the Gettysburg National Military Park Visitor Center which is a 139,000 square foot complex housing visitor services, a museum and the Gettysburg Cyclorama Painting.


7:00 am - 8:00 am ET

Start Your Day With Yoga!

Activity

*Meet At The Registration Desk At The Wyndham Gettysburg Hotel By 6:45am

Rejuvenate your creativity, focus, and mindfulness by starting your day with yoga. This class will wake you up and get you going for the rest of the day! (Limited to 20 participants)

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


8:00 am - 9:00 am ET

Executive Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.


9:00 am - 10:00 am ET

Innovative Programs That Demonstrate Positive Outcomes For The SMI Population

Keynote Address

The cornerstone of progressive interventions for this high-risk/high-need population is based in a “whole person” treatment strategy that encompasses medical, behavioral, pharmacy, social needs, and caregiver collaboration and coordination. This session will review Sunshine Health Plan programs that are showing promising positive outcomes such as reduced use of acute/crisis care, better engagement with primary care that improves medical health outcomes and addresses high comorbidity issues, stabilized community-based living environment by addressing social needs for the enrolled Medicaid and Medicare members served.

Innovations to be presented include:

  • A review of the behavioral health home program where members are assigned to a provider who has both primary care and behavioral health services integrated
  • An overview of the Long Acting Injectable (LAI) program with data that demonstrates reductions in emergency department and inpatient services, and increase in community based and medical services for members adherent on LAI
  • A discussion around our high-risk/high-need intensive case management program focused on facilitating care coordination, member/family/caregiver engagement and collaboration with treatment providers, social service providers, and community

Carole Matyas

Carole Matyas is the Vice President Operations for Sunshine Health Plan. She oversees the SMI Specialty Plan in Florida and has responsibility for overall operation of the program. Carole is accountable to assure the development of a fully integrated medical/behavioral program that is centered in whole person attention and care. She assists with representing the company externally to assure our members, providers and stakeholders have the information and support they need.

Carole has more than 30 years of behavioral health-related experience, with 20 of those years of experience in health plan operations. She joined WellCare in 2011 as VP Behavioral Health Operations at WellCare Corporate office. Previously she worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.

Carole has been recognized by Mental Health America and NAMI Texas for her dedication to mental health advocacy. Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.


10:15 am - 11:15 am ET

Thought Leader Discussion Session With Carole Matyas, Vice President Operations, Sunshine Health Plan

Thought Leader Forum

Join us for a follow-up session with our keynote speaker Carole Matyas, Vice President Operations, Sunshine Health Plan. Use this time to ask questions and continue the morning’s discussion.

Carole Matyas

Carole Matyas is the Vice President Operations for Sunshine Health Plan. She oversees the SMI Specialty Plan in Florida and has responsibility for overall operation of the program. Carole is accountable to assure the development of a fully integrated medical/behavioral program that is centered in whole person attention and care. She assists with representing the company externally to assure our members, providers and stakeholders have the information and support they need.

Carole has more than 30 years of behavioral health-related experience, with 20 of those years of experience in health plan operations. She joined WellCare in 2011 as VP Behavioral Health Operations at WellCare Corporate office. Previously she worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.

Carole has been recognized by Mental Health America and NAMI Texas for her dedication to mental health advocacy. Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.

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.


10:15 am - 11:30 am ET

How To Build A Strategy For Success: Best Practices In Portfolio Management, & Service Line Decisionmaking

Topical Case Study

Strategy Track

Planning in stable markets is relatively easy. Chaotic, complex markets make planning a challenge. In the current health and human services market, executives are facing uncertainty. But many executives don’t realize that their planning model also needs to change, and that may mean shifting what is offered in your service lines. The shifting landscape is changing market fundamentals—the health and human service system value chain is beset with new and disruptive competition.
This session will discuss best practices for strategic portfolio management and service line development, and we will hear from an organization that recently went through that process. Expected takeaways from this session include:
  • Best practice approach to service line analysis and portfolio management
  • How best to remain relevant and deliver value in an evolving digital landscape
  • Bridging the gap between high-level strategic decision-making and in-the-trenches implementation

Luanne Welch

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

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

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

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Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation. Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations. Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security. Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County. He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.

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.


11:30 am - 1:00 pm ET

Lunch On Your Own

Lunch

Go From IDK To In The Know: Tips To Improve Your Digital Acumen

Lunch & Learn

Sponsored by Netsmart

Harvard Business Review revealed that less than 20% of companies have the necessary combination of digital leadership and management skills needed to navigate in today’s hyper-competitive, technology enabled world. The good news: you can do something about it. Join Neal Tilghman, Sr. Director at Netsmart, as he shares:

  • What “digital acumen” means and why it’s good for you and your business
  • How learnings from digital tools can feed into strategy and decision making
  • Inspiring stories of clients who stay on top of digital trends and leverage new technology
  • Tips to measure and improve your digital acumen

Go from “trying” to “thriving” in this digital world by taking some of these tips and applying them in your day-to-day. You’ll learn how becoming a consumer of technology can mean positive outcomes for the consumers you’re after and serve.

Neal Tilghman, MPA

As General Manager of Integrated Care, Neal Tilghman endorses a client focused and strategic market model around Netsmart’s solutions with a keen awareness of the current state of behavioral health, addictions treatment and physical health, while maintaining a forward-looking approach as to where our clients need to be and how we get them there with the appropriate technology. As an advocate of integrated care and its inclusion of addictions, Neal promotes whole-person care as the best means to improve patient care, achieve better outcomes and reduce costs. Neal completed his graduated studies at East Carolina University and has 30 years of experience in behavioral health. 

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.


1:00 pm - 4:30 pm ET

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

Activity - Battlefield

During this session, we will take a bus to the Gettysburg National Military Park, where Col. Fred Wieners, Licensed Battlefield Guide, will lead a private walking tour of Little Round Top and the surrounding area. This session will include a review of the Union army’s defenses on day two of the battle, a discussion of the history of the battlefield site, and time for questions and discussion with our guide. We will start and end the session with a classroom style discussion, led by OPEN MINDS Senior Associate, Joseph Naughton-Travers, who will highlight the leadership lessons learned from Colonel Joshua Lawrence Chamberlain and the application of those lessons for managing your health care team.

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

Little Round Top is one of two rocky hills located in the South of Gettysburg, and the position of the far-left flank of the Union army during the Battle of Gettysburg. On the second day of the battle, Union troops left this strategic ground undefended, leaving the Union line open to attack from Confederate forces. Colonel Chamberlain was ordered to guard this position and quickly understood the strategic significance of the small hill—meaning that his regiment must hold the Union line at all costs. In the last moments, as all seemed lost, Chamberlain ordered a bayonet charge that almost doubled back on its own line, capturing over one hundred soldiers, and maintaining the Union defense of the high ground of the battlefield. (Limited to 45 participants)

Located at the Wyndham Hotel and Battlefield

Col. Fred Wieners, USAF

Colonel Fred Wieners, U.S. Air Force (Retired), served for 28 years as a command pilot, Pentagon staff officer and university professor from 1975 thru 2003.  Fred holds a Bachelor of Arts degree in International Relations from Lehigh University, a Master of Arts degree in Personnel Management from Central Michigan University and a Master of Science degree in National Security Studies from the National Defense University.

As an experienced command pilot in three different combat aircraft, he developed and commanded the first USAF B-1 Weapons School training instructor pilots and combat systems officers who today lead their units in support of ground combat operations.

During three different tours in the Pentagon, Fred served in the Office of the Secretary of Defense, on the staff of the Chairman of the Joint Chiefs, and led a task force for the Air Force Chief of Staff.  He personally briefed President Regan on nuclear policy issues, advised the Chairman of the Joint Chiefs of Staff and Congress on military readiness issues, and led the lessons learned analysis briefing the Air Force’s senior leaders on the air operations in Afghanistan.

Fred is currently the director of leadership development for the Air Force Research Labs in Rome, NY, imparting lessons to a new generation of military and civilian leaders who will be our nation’s cyber-warriors and leaders.  He also serves as a faculty member teaching the two-week long Executive Leadership capstone course at the National Fire Academy for fire service Chiefs from around the nation.

As a Federally Licensed Battlefield Guide, he conducts numerous leadership development ‘staff rides’ for military, government and corporate groups as well as ‘character development’ seminars for educational groups using the Gettysburg National Military Park as the context for some insightful active experiential learning.

He currently resides near Gettysburg with his wife Rita.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


1:15 pm - 2:30 pm ET

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

Forum

Value Track

The world and our culture continue to evolve, yet there remains a large gender gap in leadership roles. Women in leadership also face different challenges than their male counterparts. To build strong leadership within an organization, executive teams need to determine how they can foster female career-growth in leadership positions. Our panel, comprised of dynamic women in leadership roles, will lead a discussion on ways to support, advance, and empower women executives in the workplace and share their leadership stories and lessons learned.

After this forum you should be able to:

  • Identify gender gaps within your organization
  • Identify opportunities within your own organization to encourage female career-growth in leadership roles
  • Strategize on how to best approach leadership development for women within your organization for sustainable change

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.

Meena Dayak

Meena Dayak brings more than 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copywriter for O’Connell Meier in Alexandria, VA.

Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an Master's Degree in Public Communications from the American University, Washington D.C.

Transform Your Integrated Health Care Practice

Product Demo

Sponsored by Health Information Management Systems
Health Information Management Systems (HiMS)

Transform your integrated health practice with Axiom. Our AI-enabled software will enable you to be more productive and profitable while achieving better patient outcomes. Axiom’s health intelligence and decision support provide practitioners with a method to analyze data for actionable insights.

Kirk Masters

Kirk is the catalyst for HiMS’s revenue performance management initiative and the steward of its success across all marketing, sales and partnership functions. As a visionary architect, he is driving better integration and alignment between all revenue-related areas. creating an authentic and profitable revolution for the company. 17 years of SAAS sales experience has allowed Kirk to gain and leverage momentum in direct, value-added and partner-based sales. Not limited just to the U.S. markets, Kirk has been instrumental in developing territories, quotas and profitable partnerships in Europe, Latin America and Asia Pacific and creating amazingly productive and profitable partners. Kirk understands and embraces the differences between marketing, sales and partnerships, while at the same time establishing processes to ensure their coordination across the entire company and client life cycle. All this is driven by the passion to better help health care providers improve the lives of their patients and employees daily.

 


1:15 pm - 4:30 pm ET

The New CFO Challenge: An OPEN MINDS Seminar On Keeping Your Cost In Sync With Your Rates In A Changing Market

Executive Seminar

*This seminar will also be presented virtually on Thursday, September 23 at 12:30 pm

Managing for profitability as your organization shifts to value-based reimbursement is the new key to sustainability. A reimbursement model that rewards outcomes instead of inputs requires changes to your C-suite perspectives, operations, and the roles of the traditional care team. It changes the role of the chief financial officer from steward of operations to architect of a stronger, more modern care delivery system. Explore the new roles of the finance department. Do a deep dive into the ins and outs of unit pricing, episode bundling, flexible budgeting, and determination of financial risk tolerances. Learn all you need to know about value-based contract negotiation and evaluation of market opportunities—from those that minimize risk to the ones that catalyze rapid growth.

Takeaways from this session will include:

  • Close examination of successful reimbursement models and the risk your organization assumes
  • Building a robust financial department
  • Real time tools for contract negotiation and market evaluation

Ken Carr

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

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

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

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

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

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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


2:45 pm - 4:00 pm ET

Lessons Learned During The Pandemic – The Payers Perspective

Executive Roundtable

Value Track

Creativity, flexibility, and an ability to pivot all come to mind when thinking about the past year. In this session we will look at what can be adopted by payers as their next best practices, and what can be left by the wayside. From waiving member sharing costs, waiving hospital stay minimums, and other creative ways to streamline a system for both healthy members and those dealing with newly found complex health issues, there is much to be discussed.

You can expect:

  • A robust look at challenges brought on by the COVID-19 pandemic, and what that meant for payers
  • A highlight of innovative best practices that have come out of the COVID-19 pandemic
  • A discussion on what the COVID variants mean for the country’s public health across system

Carole Matyas

Carole Matyas is the Vice President Operations for Sunshine Health Plan. She oversees the SMI Specialty Plan in Florida and has responsibility for overall operation of the program. Carole is accountable to assure the development of a fully integrated medical/behavioral program that is centered in whole person attention and care. She assists with representing the company externally to assure our members, providers and stakeholders have the information and support they need.

Carole has more than 30 years of behavioral health-related experience, with 20 of those years of experience in health plan operations. She joined WellCare in 2011 as VP Behavioral Health Operations at WellCare Corporate office. Previously she worked for Magellan Health Services, first as a general manager for call center operations, and then as Chief of Clinic Operations, where she led practice management and operations of 23 mental health clinics and a psychiatric urgent care center in Arizona. Her additional experience includes serving as Vice President of Public Sector Operations for Schaller Anderson, a Medicaid managed care organization and helped to develop their integrated model; and as Vice President for Value Options, a managed behavioral health care company whose contracts included carve out managed care for state and government agencies, where Carole was executive lead on a large carve out program in Texas. Carole spent her early career as a licensed social worker providing direct clinical services in a group practice, community mental health and a residential treatment center.

Carole has been recognized by Mental Health America and NAMI Texas for her dedication to mental health advocacy. Carole earned both her undergraduate and Master of Social Work degrees from Marywood University in Scranton, Pennsylvania.

Elizabeth Holsinger

Elizabeth has had 30 years of experience in the behavioral health field, with 26 years in EAP and Behavioral Health account management. She has been with Aetna for 20 years, and she has worked with EAP/BH Plan Sponsors from a wide variety of industries. She is responsible for implementation, oversight of ongoing service, program utilization reporting and analysis, and partnership with Human Resources and Benefits professionals for the promotion and expansion of the Aetna Resources for Living program to employee groups. She has also had experience in behavioral health treatment programs, including group programs for inpatient care, case management, and resource referral.
Elizabeth holds a Masters of Business Administration, with a concentration in Health Administration, from Temple University. She lives in the Philadelphia area.

Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation. Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations. Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security. Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County. He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.

Sharon Hicks, MBA, MSW

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

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

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

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

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


4:30 pm - 5:30 pm ET

Executive Networking Reception

Networking

Grab a beverage and unwind with the opportunity to discuss the exciting topics of the past few days with peers and presenters.

Monica E. Oss

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

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.

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.

John Seymour

John Seymour brings over 20 years of executive marketing experience in the health and human services field to the OPEN MINDS team.    Prior to his role with OPEN MINDS, Mr. Seymour served as the Vice President of Corporate Development and Management for Meridian Behavioral Health.

During his time with Meridian, Mr. Seymour grew revenue +563% to $130 million through expansion of the corporate portfolio to over 30 programs in 5 states. He led launch plans for two new residential programs projected to drive $3 million+ in EBITDA. He also led the successful transformation of Douglas Place, now generating $2 million+ in EBITDA.

Prior to his work with Meridian, Mr. Seymour was the principal marketing consultant for Minneapolis-based rubber brand and senior business manager for Capella University.  At Capella, he led an initiative to reposition Capella’s B2B program, resulting in double digit growth.

Mr. Seymour also brings to OPEN MINDS significant experience working with marketing and advertising agencies.    He served as account supervisor at BBDO in Minneapolis and account executive at Foote, Cone & Belding in New York.  His work with these agencies included overseeing the successful launch of Beauterre Recovery Institute, now a $50 million+ brand.  He also helped to establish the New Jersey Anti-tobacco Program as a leading, award-winning program. Mr. Seymour also developed the multi-billion dollar INTELLATIP MIFI™ OI Ablation Catheter branding platform for Boston Scientific.  Mr. Seymour also served as a brand manager for GlaxoSmithKline.

Mr. Seymour received a Master of Business Administration with a focus in marketing and strategic management from the University of Minnesota.  He also earned a Bachelor of Arts in Economics with a focus in math from the University of Wisconsin–Madison.

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.

Meena Dayak

Meena Dayak brings more than 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copywriter for O’Connell Meier in Alexandria, VA.

Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an Master's Degree in Public Communications from the American University, Washington D.C.

Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation. Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations. Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security. Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County. He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.

Ken Carr

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

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

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

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

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

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


6:30 am - 8:00 am ET

Walk The Battlefield With Author & Retired U.S. Army Colonel Jeffrey McCausland, Ph.D.

Battlefield Walk

*Meet At The Registration Desk At The Wyndham Gettysburg Hotel By 6:25am

Begin your day by joining us for a 3.5 mile walk through the Gettysburg National Military Park. Bottled water & breakfast snacks will be provided. Buses will depart from the Gettysburg Wyndham Hotel at 6:30 am. The walk will begin at Culp’s Hill on Confederate Avenue, and end on Gettysburg's Baltimore Avenue near the Lincoln Into Art Gallery. You’ll learn more about the historical monuments at Spangler’s Spring and Culp’s Hill, and about the role of Major General Henry Warner Slocum! This route is mostly flat and completely paved. The buses will return to the hotel at 8:00 am for breakfast, giving you plenty of time to get ready for the day! (Limited to 30 participants.)

Jeffrey D. McCausland, Ph.D.

Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.

In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)

He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.

Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.

He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.

During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.

Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.

He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.

Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.

He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.

Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.


8:00 am - 9:00 am ET

Executive Networking Breakfast

Networking

Start your day with coffee and conversation. Join us for an executive networking breakfast where you will have a chance to connect with other executives, and your own team.


9:00 am - 10:00 am ET

What Can Modern Leaders Learn From Leadership During The Battle Of Gettysburg?

Keynote

The Battle of Gettysburg has long been viewed as the turning point of the American Civil War. Over 170,000 Union and Confederate soldiers engaged in this struggle and roughly 25% were casualties after three days. The battle and the battlefield have a long-standing place in the American political psyche even today.

The current relevance of this chapter in American history has made the leadership at Gettysburg a subject of much discussion and debate. In this intriguing keynote you’ll learn how such an iconic event provides contemporary leaders a superb opportunity to examine enduring leadership principles, including:

  • Leading under pressure and stress
  • Making tough decisions
  • Anticipating and responding to the 'unexpected'

You will learn these principles through the lenses of military officers such Lee, Stuart, Meade, and many others.

Whether or not you visit the Gettysburg battlefield during the OPEN MINDS Executive Leadership Retreat, this keynote’s historic lessons will have a profound influence on not only your leadership abilities, but also your life, organizations, and career.

Following the Keynote, Dr. McCausland will sign copies of his recent book Battle Tested!: Gettysburg Leadership Lessons for 21st Century Leaders.

Jeffrey D. McCausland, Ph.D.

Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.

In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)

He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.

Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.

He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.

During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.

Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.

He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.

Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.

He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.

Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.


9:00 am - 12:15 pm ET

Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management (Virtual Session)

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Monday, September 20 at 1:00pm ET

As the health care industry addresses the aftermath of the COVID-19 disruption, board members and executives must collaborate on understanding the changing market and map a plan for recovery and sustainability. They must conduct a deep dive into the new challenges and opportunities for non-profit health and human service organizations and the changing role of the board in a time of competition and new business models. Learn how to update your board on the impacted landscape and the need for updated strategies for sustainability. Understand the conditions for the new “best practice board.” This means developing the skills to support modern health care in a value-based environment, developing the ability to preserve purpose and know when to redefine it, and perfecting the ability to monitor finance, business, compliance, and ethics.

The following key components will be discussed:

  • Updating strategies for sustainability
  • Where your opportunities and challenges lie
  • Best practices to support growth while preserving purpose

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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

Kimberly Bond, MS, LMFT

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

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

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

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

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


10:15 am - 11:15 am ET

See The Whole Patient With One Integrated Solution

Product Demo

Join us for a solution demonstration of NextGen®️ Behavioral Health Suite is the first fully integrated ambulatory platform designed to reinvent how clinical information is shared among providers. The scalable solution empowers healthcare providers to leverage unique productivity tools that enable innovative care options and better outcomes.


10:15 am - 11:30 am ET

Thoughtleader Discussion Session With Jeffrey D. McCausland, Ph.D., Author, Visiting Professor Dickinson College & Co-Author Colonel Tom Vossler

Thought Leader Discussion/Book Signing

Join us for a follow-up session with our keynote speaker Jeffrey D. McCausland, Ph.D., Author, Visiting Professor Dickinson College and Co-Author Colonel Tom Vossler. Use this time to ask questions and continue the morning’s discussion.

Jeffrey D. McCausland, Ph.D.

Dr. Jeff McCausland is the Founder and CEO of Diamond6 Leadership and Strategy, LLC (http://diamondsixleadership.com/). For the past decade Diamond6 has conducted numerous executive leadership development workshops for leaders in public education, US government institutions, non-profit organizations, and corporations across the United States. Participants have included the leadership teams for national education associations and large urban school districts representing hundreds of thousands of students throughout America.

In 2020 he published a book, Battle Tested! Leadership Lessons for 21st Century Leaders (available HERE)

He is also a Visiting Professor of International Security at Dickinson College in Carlisle, Pennsylvania. He serves as a Senior Fellow at the Stockdale Center for Ethical Leadership at the United States Naval Academy, and the Carnegie Council for Ethics in International Affairs in New York. From 2010 thru 2015 Dr. McCausland was the Distinguished Visiting Professor of Research and Minerva Chairholder at the U.S. Army War College. Prior to these appointments he was a Visiting Professor of International Law and Diplomacy at the Penn State Dickinson School of Law and Graduate School of International Affairs.

Dr. McCausland is a retired Colonel from the US Army and completed his active-duty service in the United States Army in 2002 culminating his career as Dean of Academics, United States Army War College. Upon retirement Dr. McCausland accepted the Class of 1961 Chair of Leadership at the United States Naval Academy, Annapolis, Maryland and served there from January 2002 to July 2004.

He is a graduate of the United States Military Academy at West Point in 1972 and was commissioned in field artillery. He is also a graduate of the U.S. Army Airborne and Ranger schools as well as the Command and General Staff College at Ft. Leavenworth, Kansas. He holds both a master’s degree and Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University.

During his military career Dr. McCausland served in a variety of command and staff positions both in the United States and Europe. This included Director for Defense Policy and Arms Control on the National Security Council Staff in the White House during the Kosovo crisis. He also worked on the Treaty on Conventional Armed Forces in Europe (CFE) as a member of the Office of the Deputy Chief of Staff for Operations, US Army Staff, the Pentagon. Following this assignment, he assumed command of a field artillery battalion stationed in Europe and deployed his unit to Saudi Arabia for Operations Desert Shield and Storm in 1990 and 1991.

Dr. McCausland has both published and lectured broadly on military affairs, European security issues, the Gulf War, Iraq, Afghanistan, as well as leadership topics throughout the United States and over thirty countries. He has been a visiting fellow at the Center for International Affairs, Harvard University; Conflict Studies Research Center, Royal Military Academy, Sandhurst; Stiftung Wissenshaft und Politk, Ebenhausen, Germany; George C. Marshall Center for European Security Studies, Garmisch, Germany; and the International Institute for Strategic Studies, London.

He has also served as a member of numerous panels on leadership and character development. These include the Chief of Staff Army's Blue-Ribbon Panel on Training and Leader Development; the Character Review Panel for the Superintendent, U.S. Air Force Academy; as well as providing advice and assistance to the Chief of Staff of the Air Force's Aerospace Leader Development Panel.

Dr. McCausland has been a senior fellow at the Clarke Forum at Dickinson College as well as the Strategic Studies Institute at the U.S. Army War College, a Senior Associate Fellow at the Center for Strategic and International Studies (CSIS) in Washington and an adjunct fellow at the RAND Corporation. He serves on the Board of Advisers to the National Committee on American Foreign Policy in New York.

He has been a national security consultant for CBS television and radio since 2003. In this capacity he has travelled frequently to Guantanamo, Iraq, and Afghanistan. Consequently, he has been a frequent commentator on the ongoing conflicts in both countries as well as other stories focused on national security for CBS since 2003. Since 2018 he has been a frequent contributing author for NBCNews.com Think.

Dr. McCausland has also appeared on MSNBC, CSPAN, CNN, Al Jazeera, Al Ahurra, the CBS Morning Show, Up To the Minute, as well as the CBS Evening News. He has been frequently interviewed by the New York Times, Christian Science Monitor, Wall Street Journal, Los Angeles Times, and Boston Globe. He is married to the former Marianne Schiessl, and they have three children - Tanya, Nicholas, and Phillip.

Tom Vossler

Co-Author Colonel Tom Vossler, U.S. Army (Retired) served thirty years active military service in the U.S. Army to include command of an infantry platoon in combat during the Vietnam War and a 1,200 man infantry-armor task force in Germany in the mid-1980.s Since retiring in 1998, Tom has worked as a Federally examined and Licensed Battlefield Guide at Gettysburg where he specializes in battlefield studies and leadership seminars for national and international military units and civilian corporations. Additionally, Tom conducts on an annual basis upwards of fifty Gettysburg battlefield tours for individuals, families and youth groups.

For the past ten years, Tom has served as the leading historian for Jeff McCausland’s Diamond6 Leadership and Strategy, LLC. on American Civil War battlefields at Gettysburg, Antietam, and Manassas. The book which they’ve collectively put forward is the culmination of ten years of leadership seminars conducted "on the field" with various and disparate groups of high achievers.

Tom is the co-author of two previous books on the 1863 battle at Gettysburg (one in the second edition) and one book on the 1862 battle of Antietam at Sharpsburg, Maryland. His television credits include participation in historical documentary programs appearing on The History Channel, The Discovery Channel, C-SPAN3, and the Pennsylvania Cable Network.

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.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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

Incorporating Innovation Into Everyday Operations: A New Leadership-Driven Strategy For Sustainability

Best Practice "How-To"

Innovation Track

Competitive advantage in a performance-based market depends on the ability of organizations to innovate and take successful innovation to scale. The key is to incorporate small significant changes into everyday operations of your organization to have a broader impact which allows for solid footing in a constantly shifting industry. How does your organization stack up? Join us as we discuss the innovation challenge for specialty provider organizations.

This session will help attendees:

  • Understand the innovations and practices that are shaping (and reshaping) the field
  • • Challenge your assumptions about impediments to innovation—and catalyze change in the experience and delivery of services at your organization
  • Identify the core organizational competencies needed for rapid cycle innovation

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.

Meena Dayak

Meena Dayak brings more than 20 years of experience in the health and human services field to the OPEN MINDS team. Ms. Dayak currently serves as the Executive Vice President of Market Intelligence. Her areas of expertise include organizational strategy analysis and execution, marketing plan strategy and management, media relations strategy development and implementation, and digital media planning and development.

Before joining OPEN MINDS, Ms. Dayak served as Vice President of Integrated Media and Communications with the American Public Power Association in Washington D.C. In this role, she led strategic planning, branding, and corporate communications, enterprise-wide content management, and internal and external partnership development. Ms. Dayak participated in needs analysis and organizational decision making as part of the senior leadership team. She directed a high-energy team and external contractors in growing industry profiles, services, and impact through award-winning owned, earned, paid, and shared media. Ms. Dayak also directed content creation and dissemination to enable local community outreach by 1,200-member electric utilities.

Previously, Ms. Dayak served as Vice President of Marketing and Communications with National Council for Behavioral Health in Washington D.C. In this role, she directed member marketing, media relations, public education, conference programming, and publishing projects. Ms. Dayak built the department from one staff person to 10 communications and event specialists. She significantly raised the profile of subject matter experts among association staff, board, and members. She also managed relationships with corporate partners, including pharmaceutical and insurance companies. Ms. Dayak also served as the Director of Marketing and Communications for the National Council for Behavioral Health before becoming the Vice President of Marketing and Communications.

Before her time with the National Council for Behavioral Health, Ms. Dayak was the Senior Account Manager and a Copywriter for the U.S. Pharmacopeial Convention in Rockville, MD. Ms. Dayak also served as an Account Manager and Copywriter for O’Connell Meier in Alexandria, VA.

Ms. Dayak attended Harvard University, John F. Kennedy School of Government, Executive Education for Strategic Frameworks for Nonprofit Organizations. She also has an Master's Degree in Public Communications from the American University, Washington D.C.


11:30 am - 1:00 pm ET

Lunch On Your Own

Lunch

12:00 pm - 3:30 pm ET

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

Activity - Battlefield

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

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

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

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

Located at the Wyndham Hotel and Battlefield

Lunch will be provided to participants during Thursday's session.

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.

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.


12:30 pm - 3:45 pm ET

The New CFO Challenge: An OPEN MINDS Seminar On Keeping Your Cost In Sync With Your Rates In A Changing Market (Virtual Session)

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Wednesday, September 22 at 1:15 pm

Managing for profitability as your organization shifts to value-based reimbursement is the new key to sustainability. A reimbursement model that rewards outcomes instead of inputs requires changes to your C-suite perspectives, operations, and the roles of the traditional care team. It changes the role of the chief financial officer from steward of operations to architect of a stronger, more modern care delivery system. Explore the new roles of the finance department. Do a deep dive into the ins and outs of unit pricing, episode bundling, flexible budgeting, and determination of financial risk tolerances. Learn all you need to know about value-based contract negotiation and evaluation of market opportunities—from those that minimize risk to the ones that catalyze rapid growth.

Takeaways from this session will include:

  • Close examination of successful reimbursement models and the risk your organization assumes
  • Building a robust financial department
  • Real time tools for contract negotiation and market evaluation

Ken Carr

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

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

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

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

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

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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


1:00 pm - 2:15 pm ET

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

Best Practice "How-To"

Strategy Track

There are thousands of new digital technologies and technology-enabled services focused on the health and human service market, and as these technologies gain adoption, they are fundamentally changing service delivery and consumer relationships for provider organizations. The key—complicated systems are now virtual and demand different leadership skills. Leaders in organizations need to be adaptable: technology has remade the transactional and transformational leadership roles of executives. The transactional part is more apparent—new processes, new data, and new organizational relationships to manage. But the transformational one is not so apparent—being the force that overcomes apathy and resentment of technology-driven change.

In this session, we'll discuss:

  • The strategic challenges technology brings to organizational sustainability
  • How technology changes the role of the executive team
  • Best practices for integrating technology into your strategy for sustainability

Sharon Hicks, MBA, MSW

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

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

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

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

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

Laird Sapir

Laird Sapir brings a diverse background of user-experience design, project management, customer service, and over ten years of web development experience to the OPEN MINDS team. In her current role as Vice President of Web Services, Ms. Sapir leads our team of web developers; brings technical guidance and business practicality to every web-based application that OPEN MINDS develops; and defines a strategic purpose and unique digital brand for each client project that crosses her path.

Prior to her role with OPEN MINDS, Ms. Sapir was the sole proprietor, lead graphic designer, and web developer for Memphis McKay – a boutique marketing firm that primarily served authors, publishing companies, and small businesses. In this role she designed and built over 200 websites and managed the ongoing maintenance for over 100 client sites. She is well-versed in site architecture and planning, responsive design, and various open source technologies such as WordPress, PHP, Javascript, and React. Ms. Sapir has written several widely used open source plugins serving the author community, and has been cited in industry publications such as Torque Magazine and WPMU Dev.

Ms. Sapir is a Le Cordon Bleu-trained chef who has served as a Restaurant Manager and Executive Assistant to the Vice President for Nordstrom. Throughout Ms. Sapir’s history with Nordstrom, she experienced first-hand the importance of having an “ear to the ground” to better understand the customer experience. Ms. Sapir’s tenure with Nordstrom provided unparalleled insight into consumer expectations, preferences, and purchasing patterns – all of which directly translate into optimal user experience best practices.

Ms. Sapir holds a Bachelor of Arts in Sociology from the University of North Carolina at Asheville, in addition to an Associate of Arts in Culinary Arts from the California School of Culinary Arts.

Paul M. Duck

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

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

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

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

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

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


2:30 pm - 3:30 pm ET

Innovations In Personal Development: New Tools To Be A Better Leader

Best Practice "How-To"

Innovation Track

A formal approach for managing change, beginning with the leadership team, should be developed early, but adapted often as change moves through an organization. An ideal leader is someone who has the talent to help the company grow, is a "cultural fit" to thrive in the role and can contribute to the work philosophy and company values. If you are going to be an effective leader, you also need to be able to cultivate the expectations of very diverse staff members. We are met with workforce challenges, and how the pandemic has shifted how employees think about work. Organizations need to think in the long-term about how to 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, as well as explore innovations that can help you personally, as formal leaders. Join us for this exciting discussion focused on the keys to developing yourself as a leader, and how to foster internal workforce growth to ensure long-term organizational success.

This session will include discussions on:

  • How to cultivate an environment for internal leadership growth, in which the professional, personal, and social needs of all employees are met
  • Developing a strategic plan for your organization to grow yourself as a person, and a leader, while building leaders from within
  • How to weather change while exploring personal development growth options

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.

John Seymour

John Seymour brings over 20 years of executive marketing experience in the health and human services field to the OPEN MINDS team.    Prior to his role with OPEN MINDS, Mr. Seymour served as the Vice President of Corporate Development and Management for Meridian Behavioral Health.

During his time with Meridian, Mr. Seymour grew revenue +563% to $130 million through expansion of the corporate portfolio to over 30 programs in 5 states. He led launch plans for two new residential programs projected to drive $3 million+ in EBITDA. He also led the successful transformation of Douglas Place, now generating $2 million+ in EBITDA.

Prior to his work with Meridian, Mr. Seymour was the principal marketing consultant for Minneapolis-based rubber brand and senior business manager for Capella University.  At Capella, he led an initiative to reposition Capella’s B2B program, resulting in double digit growth.

Mr. Seymour also brings to OPEN MINDS significant experience working with marketing and advertising agencies.    He served as account supervisor at BBDO in Minneapolis and account executive at Foote, Cone & Belding in New York.  His work with these agencies included overseeing the successful launch of Beauterre Recovery Institute, now a $50 million+ brand.  He also helped to establish the New Jersey Anti-tobacco Program as a leading, award-winning program. Mr. Seymour also developed the multi-billion dollar INTELLATIP MIFI™ OI Ablation Catheter branding platform for Boston Scientific.  Mr. Seymour also served as a brand manager for GlaxoSmithKline.

Mr. Seymour received a Master of Business Administration with a focus in marketing and strategic management from the University of Minnesota.  He also earned a Bachelor of Arts in Economics with a focus in math from the University of Wisconsin–Madison.


3:45 pm - 4:30 pm ET

Leadership IQ Post-Pandemic – The Challenges Ahead & A Leadership Roadmap For Organizational Transformation

Keynote

Executives of health and human service organizations serving the most complex consumers are faced with a two-fold strategic challenge. First, developing a plan for success and sustainability in the year ahead. Then, leading the transformation of their organization to make that strategy happen. In this plenary session, OPEN MINDS chief executive officer Monica E. Oss will provide an update on the key trends affecting specialty provider organization strategy, a framework for developing a sustainability strategy, and the key actions that executives need to take make their strategic vision a reality.

Monica E. Oss

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