
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.
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

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

The CFO As System Architect: Rebuilding Finance Operations Around A New ERP

Most finance leaders inherit an accounting system someone else chose. Replacing it is one of the few decisions a CFO fully owns, and it sets what the finance team can and cannot do for the next decade.
This session follows an I/DD CFO through that rebuild, from the realization that a change is needed, through go-live and the months after. Attendees will hear what the organization got right, what it would do differently, and where the capacity gains exceeded expectations.
Attendees will leave with:
- A read on when an aging accounting system has become the constraint on growth, and how to make that case to a board
- The sequence of a full implementation, including the internal staffing and hours the project requires
- Where finance team capacity is recovered after go-live, and how long it takes to begin seeing the return
Adam B. Shuster, CPA, CIA, MBA



