Marketing & Communications
Presentations
How To Develop A Strategic Plan: The 2024 OPEN MINDS Executive Seminar On Best Practices In Strategy, Portfolio Management & Scenario-Based Planning
In the current health and human service market, executives face uncertainty. This leads many executive teams to avoid or reluctantly initiate significant strategic initiatives requiring long-term commitments. Unfortunately, “waiting for the dust to settle” isn’t a wise management choice. Regardless of what lies ahead in the market, strategic planning is essential to ensure continued success. A successful strategic planning process will provide your organization with a roadmap for developing plans in uncertain times, implementing them, and evaluating their success. In this crucial seminar, Senior Associates will discuss OPEN MINDS’ three-phase approach to strategy development, including:
- The OPEN MINDS best practice approach to building a strategic plan
- Guide to strategy implementation planning
- An in-depth review of how to manage strategy implementation for success
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Dee Dewitt
Dee DeWitt has extensive experience as a consultant and corporate leader in the healthcare field. Mr. DeWitt brings over 28 years of experience in healthcare finance and operations, M&A, use of technology, strategic planning, and change management in healthcare organizations to OPEN MINDS as a Senior Associate.
Previously, Mr. DeWitt was the Chief Financial Officer and Chief Operating Officer of Momentum For Health, a CARF-accredited non-profit behavioral health organization providing services to individuals with a diagnosed serious mental illness (SMI) and/or substance abuse disorder, in San Jose, California. During his tenure, Mr. DeWitt increased outpatient productivity by 25% and contributed to growing revenues from $55 million to a projected $71+ million for the fiscal year of 2023. Mr. DeWitt also oversaw Momentum ‘s pilot with Santa Clara County’s transition to Netsmart Provider Connect and led a successful grant award and implementation of a multi-year paid intern program in partnership with Santa Clara University, San Jose University, and Palo Alto University.
Mr. DeWitt was also the Chief Financial Officer and Chief Operating Officer of Veridian Financial Group, a strategic consulting firm specializing in performing long-term, on-site C-level and Director roles, evaluating and implementing financial strategies, strategic operational planning, and development strategies for companies that are poised for significant growth, change, or require turnaround attention, in San Jose, California. During his time at Veridian Financial Group, Mr. DeWitt focused primarily on healthcare, finance, technology, and private equity and coordinated licensing, compliance, and external audits for 42 state licenses, including managed care organizations, managed care plans, Medicare, Medicaid, and service provider organizations.
In addition, Mr. DeWitt served as Chief Financial Officer and a Consultant in Strategic Planning and Finance for Home Recovery – Home Aid, Inc., a private equity-backed, for-profit company that provides personal care and skilled care in 35 locations and in-home care throughout Virginia, Maryland, and Washington, D.C. During his time there, Mr. DeWitt was a member of the company’s executive management team, audit team, and License & Compliance team. Mr. DeWitt also served as Chief Financial Officer of Professional Healthcare Resources, Inc., a for-profit holding company comprised of 5 home health companies, 4 hospice companies, and 2 private duty/personal care companies. Mr. DeWitt has also been the Chief Financial and Technology Officer for The Filson, a nationally renowned non-profit archive and research institute, and Director of Strategic Development for Signature Healthcare, LLC, a national private equity-backed for-profit, long-term care company operating over 180 facilities, with 18,000 employees, and over $1 billion in revenues.
Mr. DeWitt also held the positions of Deputy Director of Behavioral Health at the County of Ventura, CA Behavioral Health Services Department, and Director of Finance and Management Services of the Southeastern Arizona Behavioral Health Services (SEABHS), a joint commissioned accredited non-profit.
Mr. DeWitt graduated from the University of Louisville, Kentucky with a Bachelor of Arts Degree in Economics and a Master’s in Political Science with a concentration in Economics and Public Policy.
Building A Digital Transformation Roadmap – Aligning Technology, Team, & Processes For Superior Consumer Experience & Engagement: The 2024 OPEN MINDS Seminar
Much focus has been on digital strategies for health and human service organizations. A post-pandemic strategy involves a multi-pronged technology-driven approach that leads to streamlining processes and higher performance. While the pandemic has accelerated the use of technology to support consumer access, using a technology strategy to assure business success goes beyond a consumer digital interface. This seminar will focus on the eight dimensions of digital transformation and provide a road map for executive teams to integrate and incorporate their entire organization. Attendees will gain insights into a digital-first approach focused on consumer experience, organizational efficiency, resiliency, growth, and sustainability. Key objectives include:
- A road map for digital-first evolution and what it means to be a digital-first organization
- The eight dimensions of a digital-first framework for quality and performance
- Critical organizational competencies needed for leading-edge technology transformation
Carol Clayton, Ph.D.
Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.
Paul M. Duck
Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.
Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.
Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.
Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.
Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.
Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.
The Women Of Gettysburg: Morning Walking Tour
The women of Gettysburg are a lesser discussed but integral part of the Civil War battle, serving as nurses, burying the dead, and even, at times, disguising themselves as soldiers.
Refresh your body and mind on Wednesday and join us for this morning walk through the historic streets of Gettysburg to walk in the footsteps of women who served critical roles during the battle. Take a step back in time and hear the stories of their heroism, struggles, and even death.
This walk will meet at the entrance of the Gettysburg Hotel.
*This experience is sold out; you must pre-register to attend this walk. To sign up for the waiting list, please contact Erin Deppen at edeppen@openminds.com.
*Walking shoes are recommended.
Patty Hawthorn
Patty loves storytelling. She has been a guide since 2013. Before becoming a tour guide, she was a substitute teacher for K-6 in one of the local school districts. But that did not prepare her for being a tour guide.
After attending multiple tours and doing a huge amount of reading, she was ready. And she loved it from the very beginning.
Patty is certified by the “Be a Better Guide Academy” in their tour program.
Patty’s mission is to share, educate, and inspire by sharing stories of the history of the Battle of Gettysburg.
Navigating Uncertainty: What History Can Teach Us About Modern Leadership
Step back in time and explore leadership through the eyes of two prominent historical leaders, General Dwight D. Eisenhower, and Abraham Lincoln, in this one-of-a-kind session designed specifically for health and human services executives.
This informative and inspiring keynote presentation will examine the parallels between historical leadership and the challenges faced by modern executives today, aiding today’s organizational leaders in overcoming adversity and fully embracing their own unique leadership potential. Attendees will gain raw insight into navigating the industry landscape, one that is rich with both uncertainty and possibility.
Jeff McCausland, Ph.D.
Dr. McCausland is a retired US Army Colonel who formally served as the Dean of Academics at the US Army War College. During his time in the military he commanded a battalion in combat during the Gulf War in 1990 and 1991. He also served on the National Security Council staff in the White House during the Kosovo crisis. He currently serves as a national security consultant for CBS radio and television. He routinely does analysis for CBS on issues such as Iraq, European security, arms control, or related questions of national security policy. He is currently involved in a project for the National Nuclear Security Administration focused on nuclear weapons in South Asia and proliferation of weapons of mass destruction. Dr. McCausland is also the founder and CEO of Diamond6 Leadership and Strategy, LLC. Diamond6 conducts executive leadership workshops for corporate, public, and non-profit leadership teams across the United States. He recently published a new book, Battle Tested! Gettysburg Leadership Lessons for 21st Century Leaders.
The Eisenhower Leadership Perspective: Eisenhower Farm Tour
During his wartime and presidential leadership, General Dwight D. Eisenhower (as he preferred to be known in his post-presidency) believed that trust was a critical leadership attribute, especially in turbulent times. Coming up in the military, Ike’s leadership style differed from those before him. He possessed a steady, calming way of looking at the critical issues. He dedicated himself to a cause higher than himself. Eisenhower did not abide by publicity-seeking but believed in accountability and being humble in his authority to make consequential decisions.
Ike considered himself a team player, bringing others along to address that cause. Eisenhower’s leadership approach involved the importance of the study, contingency planning, and being surrounded by diverse opinions. He believed that wisdom does not reside solely in one man’s mind. Eisenhower also incorporated stress management into his day-to-day to stay outwardly calm and exercise optimism. He believed that optimism starts from the top and works its way down. He believed in the importance of morale and making winners out of everyone. Join OPEN MINDS on this one-of-a-kind tour of the Eisenhower farm and learn more about General Eisenhower, his legacy, and his family.
The bus leaves the hotel at 9:45 am for the Eisenhower Farm Tour.
*This experience is sold out; you must pre-register to attend this tour. To sign up for the waiting list, please contact Erin Deppen at edeppen@openminds.com.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Building A Data-Driven Workforce Strategy With HR Data & Employee Surveys: The Emergence Health Network & Gaudenzia Case Studies
In this session, learn how your organization can leverage data and analytics to create a practical workforce playbook aligned with overarching organizational goals.
Learn how Emergence Health network, the Local Mental Health and I/DD Authority in El Paso County tracks and analyzes essential HR data to bolster workforce recruitment, retention, and performance.
Plus, learn how Gaudenzia Addiction Recovery Centers, one of the largest non-profit substance use and co-occurring disorders treatment providers in the northeast United States, is using key metrics to drive HR decisions, plus how they leverage employee surveys to intervene with disengaged employees early on.
Whether you’re aiming to optimize recruitment, enhance retention, or elevate performance, this session equips executive leaders with the tools needed to formulate a metrics-driven workforce strategy that drives and supports organization growth and revenue goals.
Key takeaways include:
- Explore strategies for tracking key workforce metrics and internal workforce recruitment, retention, and performance trends
- Learn how to use workforce data to create a practical, metrics-driven workforce playbook aligned with overall organizational goals
- Understand how to use compensation to complement overall organizational strategy
Iris Sandoval, MBA, PHRca, SHRM-CP
Iris Sandoval currently serves as the Chief Human Resources Officer at Emergence Health Network. She has over 12 years of progressive experience in Human Resources with various Fortune 500 companies and non-profit and health care administrators. She was born and raised in El Paso, Texas, although her educational goals led her to spend over ten years in Albuquerque, NM.
In a previous role, Iris started a Human Resources Department from its inception, bringing policy and regulation to a growing Healthcare Administrator in New Mexico. Since then, she has grown her career serving in all major functions of the Human Resources field. Her passion for people and the community of El Paso led her back home. In January of 2023, Iris was awarded the Human Resources Professional of the Year by the Society for Human Resources Management, El Paso chapter. She was selected for mentoring employees, openly sharing her knowledge, and advancing the Human Resources profession in the El Paso Community.
Mrs. Sandoval holds a Bachelor’s degree in Communications and Spanish and a Master’s in Business Administration with a concentration in Human Resources and Finance. She is currently attending the Wharton School and anticipates completing the CHRO program in June of 2025. She is a certified SHRM and PHR professional.
Elle Macias, PHR
Elle Macias, PHR, has served as the Director of HR Operations for Gaudenzia since 2020. She has over 13 years of leadership experience that has been dedicated to human resources and strategic business operations. Her innovative strategies have led to notable accomplishments throughout her professional career, and she is known for her unique ability to balance the best interests of both her employer and her employees simultaneously. She leads with a servant’s heart and is passionate about sharing her expert knowledge and professional experiences with others so they are empowered to become the influential leaders they seek to be.
Patrisha Williams, MBA
Patrisha Williams is the Director of Talent Management for Gaudenzia, Inc. with over twenty years of Human Resources experience. Patrisha earned 4 college degrees, most notable is her master’s degree in business administration, with a concentration in Human Resources Management.
Patrisha previously served on the Board of the American Heritage Credit Union and was the recipient of Gaudenzia’s most prestigious recognition, the “Employee of the Year Award (2015),” awarded to individuals for their outstanding efforts, extreme endurance in professional growth, and excellent job performance. Patrisha was featured in two of Gaudenzia’s blogs, Women Leaders at Gaudenzia (2021) and My Frontline Story (2023), where she was recognized by Gaudenzia’s Chief People Officer who described Patrisha as “a driver of performance and a driver for producing quality results. Her skills have helped Gaudenzia’s Human Resources department to achieve its goals toward transformation” (Doug Hilton, Former Chief People Officer, 2023).
With over 20 years of experience in the nonprofit sector, Patrisha has led numerous successful initiatives that have significantly improved processes at Gaudenzia. Patrisha specializes in talent management and is responsible for overseeing Gaudenzia’s full-cycle recruitment, onboarding, and performance management processes. Patrisha is passionate about her work as a key contributor and is inspired daily by Gaudenzia’s mission, values, and operating principles, which allows her to positively impact the organization. “The destination is important, but for Patrisha, what’s most important is ensuring we hire talent that is the right fit for our organization to ensure they have an excellent employee experience” (Patrisha Williams).
Following In Lincoln’s Footsteps: A Leadership Walking Tour
Abraham Lincoln, the 16th President of the United States, left a lasting impact on the town of Gettysburg, even though he was only here for 24 hours.
Join OPEN MINDS and Jasan Hileman, licensed battlefield tour guide, as we follow in President Lincoln’s footsteps and walk the very same path that led to the President’s delivery of the Gettysburg Address in the National Cemetery. The walking tour will start at the Gettysburg Lincoln Railroad Station behind the Gettysburg Hotel, will continue to the David Wills House, where Lincoln stayed overnight, and will proceed to the Presbyterian Church. Come away inspired by a national leader who spoke only 272 words that will be remembered for centuries to come. This experience will begin and end with a classroom session to discuss Lincoln’s leadership style and what we can learn from him in today’s tumultuous times.
*This experience is sold out; you must pre-register to attend this walk. To sign up for the waiting list, please contact Erin Deppen at edeppen@openminds.com.
*Appropriate walking shoes will be needed for this tour.
Jasan Hileman
Jasan Hileman is a Licensed Battlefield Guide and an avid American Civil War historian, as well as past president of the Cumberland Valley Civil War Round Table. Jasan serves as a member of the management team for First Energy’s Potomac Edison Company in Williamsport, Md.
A volunteer fire fighter with a specialty in advanced rescue, Jasan incorporates into his battlefield tours his knowledge and his background in quick decision making, emergency response and the use of available resources to protect lives.
Adapting To Change & Aligning Services With Long Term Organizational Goals: The Coleman Health Services Case Study
Many emotional and strategic complexities are inherent in parting with traditions and founding initiatives.
In this session, gain insight into how Coleman Health Services, a nationally-recognized nonprofit offering comprehensive behavioral health, residential, employment and supportive services to ten Ohio counties, has successfully navigated organizational change, embraced innovation, and worked to continuously ensure program alignment with the evolving needs of the organization’s mission and long-term strategic goals.
- Understand how to recognize when change is necessary using financial and market-based assessments
- Explore the pivotal role of Social Determinants of Health and other data in gauging program effectiveness and identifying community needs that necessitate innovative solutions
- Gain insights into balancing the commitment to mission-driven goals with the need for adaptability, ensuring that your organization remains resilient and responsive
Hattie Tracy
Hattie Tracy is the President and CEO of Coleman Health Services, headquartered in Kent, Ohio. She assumed that role on August 7, 2021 after previously serving Coleman as the Senior Vice President of Clinical Operations. Tracy has a long and successful history in the behavioral health field. She brings over 20 years of behavioral health and human services experience, with over 10 years in executive team roles. She previously served in senior roles with Child Guidance and Family Solutions and in the BeST Center, a Coordinating Center of Excellence in the Department of Psychiatry at NEOMED where she helped lead the FIRST Coordinated Specialty Care for First Episode Psychosis program. She also had a private practice as an outpatient therapist, was an adjunct faculty member at the University of Akron and served on the Board of Goodwill Industries in Akron. She has a Master of Public Policy and Administration degree from Kent State University and a Master of Social Work from The Ohio State University. She is a licensed social worker in the state of Ohio, and resides in Kent with her husband, Joe, and two young daughters. “I entered this field because I wanted to make a difference for the people we serve,” Tracy said. “Leading Coleman is the best way I can think of to have that positive impact. I am so excited to work with the Board, the senior leadership team and all of our 900 employees to put those we serve right in the middle of Coleman’s core values. ”Tracy was chosen from more than 100 applicants in a National Search. Coleman Health Services was founded in Kent, Ohio in 1978. It offers comprehensive behavioral health, residential, employment, and supportive services. It earned the 2021 Gold Seal of Transparency from Guidestar, the world’s largest source of information on nonprofit organizations. Earlier this year, Coleman earned the Certified Community Behavioral Health Clinic (CCBHC) designation from the Substance Abuse and Mental Health Services Administration (SAMHSA), one of 11 such designees in the state. This designation will allow Coleman to provide fully integrated health services across six Ohio counties. Tracy has been leading that effort.
Steven Bossart
Steve Bossart is Vice President of Business Development and Marketing for Coleman Health Services in Kent, Ohio. Previously he served as Vice President of Development for the Southwest General Foundation, Executive Director for the Akron General Foundation, and Director of Leadership Giving for Akron Children’s Hospital.
In addition to his health care roles, he has worked in development for a national membership organization, in higher education and in museum fundraising. In his career he has been responsible for over $200 million in philanthropic support.
Steve has a Bachelor of Science degree in Public Relations from Kent State University and earned a Masters in Nonprofit Management from Case Western Reserve University in Cleveland. He lives in Copley, Ohio with his wife of 27 years, Lorrie and their two daughters, Sloane (14) and Sutton (12).
Carelon Behavioral Health’s Approach To Cultivating Sustainability Between Payers & Providers
Join Dr. James A Polo as he dives into the key challenges affecting the health and human services ecosystem, strategies for leading through challenging times, plus the importance of aligning the needs of payers, providers, and populations for long-term success and sustainability across the industry.
Dr. Polo will also discuss Carelon’s ‘boots on the ground’ approach for enhancing access to care for people living with serious mental illness, explore cutting-edge digital innovations shaping the future of crisis platforms, and learn about Carelon’s collaborative partnerships with Walmart to provide convenient and affordable care.
James A. Polo, M.D., MBA
Jim has more than 30 years of healthcare experience in the commercial and military arenas. Prior to joining the team, James served as the Executive Medical Director for Regence BlueCross BlueShield of Oregon. There he worked with clinical and business partners to facilitate the optimization of a comprehensive provider network that was member-centric and cost-effective.
Jim proudly served in the United States Army. He earned a Bachelor of Science in Engineering and Psychology from the United States Military Academy at West Point and a Master of Strategic Studies from the U.S. Army War College. Jim also received a Master of Business Administration from the University of Colorado and his Doctor of Medicine from the Uniformed Services University.
Going Beyond The Battle: The 2024 Gettysburg Museum Tour
What happens to a place when a crisis is over? After the dust settles, leaders must learn to pivot, focusing on rebuilding communities and learning to lead in a new normal.
Experience the Beyond The Battle Museum, voted the “Best New Museum” in the country by USA TODAY’s 10 best readers, for eyewitness accounts and true stories of what happened before, during, and after the Civil War. The museum includes 12 interactive exhibits with authentic artifacts, including an original program from the Gettysburg Address. This experience will transport you to another time, where you’ll hear lessons to take back to the modern, post-pandemic world we’re navigating today.
*This experience is sold out; you must pre-register for this session. To sign up for the waiting list, please contact Erin Deppen at edeppen@openminds.com.
Karen Carloni, NCC, LCPC, CRC
Karen Carloni is the Director of Boundless Advantage, the strategic resources division of “Boundless Strategic Resources, Inc”. Boundless Advantage focuses on the development of strategic partnerships. Her role is to develop culturally successful, smooth integrations. Karen’s former roles include CEO of Southern Maryland Community Network, COO of Cornerstone Montgomery and VP of Market Intelligence at Open Minds. She has also served in clinical and social services roles during her career. At Boundless Advantage she combines her over 30 years of diverse experience in health and human services with a strong focus on developing sustainable organizations.
Media, PR & The Executive Leader: How Grafton Integrated Health’s PR Nightmare Fueled Innovation + Newport Healthcare’s Approach To Overcoming NIMBY
Effective communication is the cornerstone of organizational success. It’s about sculpting the image of your organization to be positive, trustworthy, welcoming, and forward-thinking.
However, navigating effective external communication strategies often involves facing challenges head-on, like announcing the departure of a high-level leader, appropriately addressing a crisis to maintain trust, and being candid with board members while not oversharing with employees.
Hear how Newport Healthcare, the nation’s leading behavioral healthcare provider for adolescents and young adults suffering from high-acuity mood, anxiety, and co-occurring disorders, overcomes the “Not In My Backyard” mentality when expanding sites and locations with effective communications and PR strategies.
Plus, hear how Grafton Integrated Health Network, a 66-year-old non-profit service provider specializing in services for high acuity children and adults with I/DD and Autism, overcame a traumatic patient incident and the resulting media aftermath. Ultimately, they responded by developing a national crisis intervention program to offer alternatives to the use of restraints/seclusion.
In this session:
- Learn how your organization’s brand and communication style can affect your marketing efforts to both consumers and partners
- Explore how organizations have successfully navigated external media relations and PR messaging through turbulent times
- Discover strategies for facilitating effective communication and collaboration across stakeholder groups
James H. Stewart
James (Jamie) was appointed CEO in June 2016. He joined Grafton in August 2008 as Chief Administrative Officer and Executive Vice-President. As a successful financial and administrative leader he has over twenty years’ progressive experience in a healthcare environment.
Kimberly Sanders
Kim has worked with children and adults with Autism and other developmental disabilities for nearly 20 years. During her tenure at Grafton, Kim has served as Program Supervisor, Case Manager, Adult Services Administrator, Residential Administrator and Executive Director of the Winchester facility.
Jameson K. Norton, MBA, FACHE
Jameson Norton is the Chief Operating Officer of Newport Healthcare, a leading provider of evidence-based healing centers across the U.S. for individuals and their families struggling with mental health issues. He has recently served as Chair of the Board for the National Association of Behavioral Healthcare in Washington, D.C. and currently serves as the Chair of the NABH Youth Services Committee. Before his role at Newport, Jameson served as the President of Vanderbilt Behavioral Health where he had administrative responsibility to support behavioral health services across the Vanderbilt University Medical Center (VUMC) and the Vanderbilt Health Affiliated Network. At the outset of the pandemic, he was asked by the Tennessee Governor’s Covid-19 Unified Command to serve as the Chief Administrative Officer for the Covid-19 Alternative Care Site for middle Tennessee, initially located at the Music City Center in Nashville. Jameson is a Fellow of the Nashville Healthcare Council, a Fellow of the American College of Healthcare Executives (FACHE), and a graduate of Vanderbilt Owen Graduate School of Management. Jameson also began his career serving for seven years on active duty as a U.S. Marine infantry officer and another eight years in the Marine Reserves including two deployments overseas in support of Operation Enduring Freedom – Horn of Africa and Operation Caring Response in Southeast Asia before serving his final tour on active duty as Executive Officer for Marine Corps Recruiting across Tennessee. He was awarded two Navy and Marine Corps Commendation Medals, the Army Achievement Medal, and the Colonel Bull Fisher Award for recognition as the top infantry officer in his battalion. Jameson has served on the Board of Directors for Leadership Healthcare, Faith Family Medical Center, REBOOT Combat Recovery and the Advisory Board for the University of Virginia’s Batten School of Leadership & Public Policy. He lives in Nashville with his wife, Anna, and has three children, Jameson (11), Claire (9), and Caroline (5).
Kristin Wilson, MA, LPC, CCTP, RYT
Kristin Wilson, MA, LPC, CCTP, brings more than 20 years of clinical experience to Newport, and has been with us since 2015. Kristin is a firm believer in an integrated treatment approach as a method for healing mental health issues and numerous types of addictions, including chemical dependence, process addictions (food, exercise, gaming, etc.), and eating disorders. In her previous role as Newport’s Vice President of Clinical Outreach, Kristin guided countless young people, families, and professionals toward appropriate inpatient, residential, and outpatient levels of care with the utmost compassion and sensitivity. In her time at Newport, she has strengthened her focus on helping young adults achieve personal growth and happiness.
The Communications Challenge In Times Of Turbulence: The Pickett’s Charge Case Study & Battlefield Tour
This session will take a bus to the Gettysburg National Military Park, where a licensed battlefield guide will lead a tour across the field where Pickett’s Charge occurred. This session will include a review of Generals Lee and Longstreet’s relationship and decision-making styles, as well as time for questions and discussion with our guide. Attendees will start and end the session with a classroom-style discussion highlighting leadership lessons learned from Pickett’s Charge and applying those lessons to today’s health care executives.
Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. 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 outcome of the Civil War.
On the final day of the Battle of Gettysburg, the 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 most significant 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 reluctantly agreed 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 climb 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 the decisive end to the Battle of Gettysburg and the turning point or high-water mark for the Confederacy in the Civil War.
*Lunch will be provided for attendees of this session.
*This experience is sold out; you must pre-register for this session. To sign up for the waiting list, please contact Erin Deppen at edeppen@openminds.com.
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.
Managing AI, Virtual Service & Social Media Compliance Strategy With The U.S. Equal Employment Opportunity Commission & Holland & Knight, LLP
Today’s employers are between a click and a hard place. From the rise of digital communications, and advanced technology and AI in day-to-day operations, and the growing influence of social media, executives must carefully navigate potential areas of liability and craft sound HR strategies to protect employers, employees, and patients.
In this session, our industry experts will help you navigate three common areas of liability and offer strategies for developing a comprehensive risk management audit that protects organizational and client interests.
Learn key considerations for developing legally sound HR strategies, ensuring proper licenses as tele-platforms grow across state lines, and understanding the implications of 42CFR Section 2, and HIPPA compliance with Holland & Knight, LLP.
Then, hear the Equal Employment Opportunity Commission’s considerations for using AI in workforce recruitment, social media best practices, and understanding the laws around managing employees and how the present for health and human services agencies.
Key takeaways from this session include:
- Key considerations for crafting an Iron-Clad Social Media
- Understand the challenges of compliance in regards to AI and Telehealth Services across state lines
- Learn how to build sound HR strategies that protect your organization, employees, and patients
Jamie R. Williamson
In 2018, Jamie Williamson was appointed Director of the Philadelphia District for the Equal Employment Opportunity Commission (EEOC). With over 30 years of leadership across the public, private, and nonprofit sectors, she has established herself as a transformative leader. Her expertise lies in improving organizational performance and driving change. Before joining the EEOC, Ms. Williamson was named Chairwoman of the Massachusetts Commission Against Discrimination (MCAD) by Governor Deval Patrick. In this role, she oversaw the enforcement and adjudication of civil rights laws within the Commonwealth of Massachusetts.
Previously, Ms. Williamson served as the Executive Director of the Massachusetts Fair Housing Center and played a pivotal role in the creation of Vermont’s fair housing agency. Additionally, she was appointed to the Massachusetts Access to Justice Commission by Chief Justice Margaret Marshall, the state’s first female Chief Justice. The commission’s mission is to provide strategic leadership and ensure coordination in advancing civil justice across the Commonwealth.
Ms.Williamson is a graduate of Smith College and made history as the first woman of color elected to the Pittsfield City Council. At that time, she was one of only 38 women of color holding elected office in Massachusetts. Throughout her distinguished career, Williamson has earned numerous awards recognizing her contributions to civil rights and leadership.
In addition to her professional roles, she has shared her expertise as an adjunct professor at UMass Amherst and as a guest lecturer at Western New England College School of Law and Smith College. Ms.Williamson is also a certified mediator, trainer, and executive coach. She is a founding member of the YMCA Presidents Leadership Circle, the Berkshire Leadership Program, and Barrington Stage Co. She has served on the board of trustees for the Norman Rockwell Museum for the past three decades.
Colbey Reagan
Colbey Reagan is an attorney in Holland & Knight’s Nashville office and is the co-leader of the firm’s Healthcare Regulatory & Enforcement practice. Mr. Reagan advises healthcare providers on Stark Law and Anti-Kickback Statute compliance, false claims, fraud and abuse, compliance, licensing and certification, healthcare privacy, reimbursement and other regulatory issues affecting providers of healthcare services. He also assists clients facing compliance, billing, data breach and other government investigations.
Clients that seek Mr. Reagan’s advice and counsel include:
- psychiatric hospitals
- residential treatment facilities
- substance use treatment providers
- disordered eating treatment providers
- ambulatory surgery centers
- home health agencies
- hospice providers
- acute care hospitals
- outpatient treatment providers
- private equity and healthcare specialty finance firms
Prior to joining Holland & Knight, Mr. Reagan was a partner at a large U.S. law firm in its Nashville office, where he served on the firm board of directors. Previous to this role, he was deputy general counsel of a publicly traded, nationwide operator of behavioral and substance use treatment facilities, where he was responsible for advising the company and its facilities regarding compliance with state and federal healthcare regulations, physician relationships, reimbursement disputes, licensing and certification, mergers and acquisitions (M&A), corporate litigation, and numerous other challenges faced in the day-to-day operation of a large healthcare company.
Building Competitive Agility: The Leadership Challenge Of The Day For Health & Human Services!
For organizations serving consumers with complex needs, there are many challenges in the industry, but these challenges are not without opportunity. In this session, join OPEN MINDS Chief Executive Officer Monica E. Oss as she brings the retreat to a close by exploring critical lessons learned throughout the week. Attendees will examine market trends and strategies that can be used as leverage to create growth opportunities for their organizations.
Monica E. Oss
Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.
Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.
Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.
Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.