CFO As A Strategic Architect
This full-day event is specially curated to position the CFO as a leader, and not just an accountant. Harness your skills as a bridge-builder, mentor, and coach, as well as sharpen your abilities to build financial frameworks, optimize budgets, and succeed with value-based reimbursement.
Summit Chair &
Senior Associate,
OPEN MINDS
Join your financial executive peers and discover the key components for strategic scenario planning, including forecasting and ROI analysis, discover your role in organizational growth through mergers, acquisitions, and partnerships, and understand the value of managed care relationship development.
Doing More With Less: A CFOs Strategy For The AI-Enabled Revenue Cycle
Few pressures weigh on a behavioral health CFO like the workforce. Billing and finance roles are hard to fill, costly to keep, and stretched thinner as volume grows. Automation and AI offer a way through. They take on the repetitive, high-volume work that eats the team’s hours, which lets skilled staff move to higher-value analysis and the relationships that drive financial health.
This session frames the AI-enabled revenue cycle as the CFO’s answer to doing more with less. Using real-world examples, finance executives will see how intelligent automation absorbs manual claims work and cuts costly rework, building a revenue cycle that scales with the organization instead of against its budget.
Attendees will leave with:
- A read on where automation delivers the most capacity and cost relief across the revenue cycle
- Strategies to move finance talent toward higher-value work while improving accuracy and speed
- A roadmap for leading a learner, more resilient finance operation in a tight labor market
Mergers & Alliances: The Evolving Role of The CFO In Organizational Growth – M&A, Collaborations & Partnerships
As consolidation accelerates across the behavioral health landscape, CFOs are playing an increasingly strategic role in shaping the future of their organizations. This session examines how financial leaders can guide mergers, acquisitions, affiliations, and cross-sector partnerships that strengthen market position, expand service capacity, and advance mission-driven growth.
Participants will explore the full lifecycle of partnership development– from assessing organizational readiness and conducting rigorous financial and operational due diligence to structuring deals that balance risk, value, and long-term sustainability.
This session will provide:
- Emerging trends in collaborative models, including payer-provider partnerships, joint ventures and alliances that enhance care integration and access
- Practical tools to evaluate strategic fit, model financial impacts, lead negotiations, and communicate partnership value to internal and external stakeholders
- The insight needed to navigate complex decisions and drive successful, future-focused organizational strategy
Robert C. Dunne, CPA
Building High-Value Managed Care Partnerships: Key Approaches To Sustainable Relationship Development
Strong managed care partnerships have become essential to financial sustainability and strategic growth of behavioral health organizations. In this session, we’ll hear two executive perspectives on how to lead the development of resilient, mutually beneficial relationships with health plans that drive reimbursement strength, quality performance, and long-term sustainability.
The session will unpack the executive team’s role in shaping payer strategy – from preparing compelling organizational value propositions and negotiating contract terms to using data to demonstrate outcomes, reduce friction, and strengthen trust with managed care partners.
Attendees will explore:
- How to analyze payer mix, model contract impacts, and align financial operations with performance expectations
- Practical frameworks, negotiation insights, and communication strategies to enhance payer collaboration and secure favorable terms
- How to position organizations as high-value, reliable partners in a competitive and rapidly evolving managed care environment
Matt Kresic, MPA
Marti Taylor
