Post-Summit Presentations

Day One Friday September 21
7:30 am - 4:00 pm

The 2018 OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Best Practices For Non-Profit Health & Human Service Organizations – A Centerstone & OPEN MINDS Collaboration

Executive Summit

Giving executives the strategies and tools they need 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, and the challenges of managing a bigger and more diverse organization.

Mergers and acquisitions are becoming more common in the health and human service space. There was a 13% increase in M&A from 2016 to 2017, and we are expecting 2018 to surpass that number as more healthcare executives identify M&A as their primary growth strategy.

With this strategy taking hold and growing in popularity, there is an increased need among leaders and executives to navigate the process. That is why we developed the Mergers, Acquisitions & Affiliations Summit. This summit will be the go-to event for leaders in need of strategies, guidance and tools to be successful.

7:30 am – 8:30 am

Registration & Breakfast

8:30 am – 9:15 am

Merger, Acquisition, & Affiliations (MA&A) Activity In The Health & Human Service Space - A Look At The Trends

Organizations in the health and human service space are growing larger – by mergers, acquisitions, affiliations, joint operating agreements, and many other tactical approaches.  The drivers are many – from a focus on value to a more competitive landscape.  In this session, get an overview of drivers of this change – and the view from the ground. This session will include:

  • An overview of merger, acquisition, and affiliation activity in the health and human service space
  • The changing competitive landscape in health and human services
  • The effects of affiliation activity on non-profit provider organization strategy

David C. Guth, Jr., Chief Executive Officer, Centerstone



Monica E. Oss, Chief Executive Officer, OPEN MINDS

9:15 am – 10:00 am

The Challenges (& Opportunities) Of Non-Profit Affiliations: The Centerstone Case Study

Explore how one organization successfully approaches the model for a multi-state affiliation structure and the process of leveraging scale for opportunities and capabilities.

David C. Guth, Jr., Chief Executive Officer, Centerstone



John Markley, MBA, Chief Executive Officer, Centerstone Illinois



Wayne Easterwood, Chief Information Officer, Centerstone



Debbie Cagle, Chief Marketing Officer, Centerstone Holman, Chief Financial Officer,  Centerstone



10:00 am – 10:15 am


10:15 am – 11:30

Finding The Right Organization For Your Merger, Acquisition Or Affiliation

The pace of mergers, acquisitions, and affiliations among health and human service organizations has quickened over the past few years.   There are many drivers of these combinations -  growth, scale, and diversification to name a few.  But how to find the ‘right’ organization?   This panel is going to share their best practices in identifying (and courting) prospective organizational partners.

Monica E. Oss, Chief Executive Officer, OPEN MINDS



Frank Baumann, Chief Operating Officer, BayMark



11:30 am – 1:00 pm


1:00 pm – 2:15 pm

The MA&A Evaluation Process – Due Diligence, Financial Projections, & Valuation

When the executives of two organizations agree that a merger, acquisition, or affiliation is a good strategic fit,  what is the process to go from concept to final decision?   This session will focus on the process of going from concept to agreement – looking at due diligence, financial projections, and valuation.

David C. Guth, Jr., Chief Executive Officer, Centerstone



Jonathan G. Morphett, Managing Director, Head of Investment Banking, Avondale Partners, LLC



Amanda Verner Thompson, Senior Vice President, Raymond James Healthcare Finance



2:15 pm - 2:30 pm


2:30 pm – 3:45 pm

Making The MA&A Happen – Negotiation, Contracts, Closing, & MA&A Implementation Planning

Taking a merger, acquisition, or affiliation from concept to reality is a complicated lift.   There are many steps from confirming that the combination would work to combining two organizations.  The best practices in going from decision to merged organizations is the focus of our panel.

Monica E. Oss, Chief Executive Officer, OPEN MINDS



Gary D. Nettis, Jr., Vice President, Corporate Development, Caregiver, Inc.

3:45 pm – 4:00 pm

The Future Of Non-Profit MA&A: The Future View

No issue is more top-of-mind for executives of health and human service organizations than figuring out the strategic implications of the unstoppable flow of mergers and acquisitions announcements. Every day there is a new headline announcing a new partnership, leaving executives to consider their market position and how to build new strategies for sustainability and competitive advantage. In this closing session, industry thought leaders David Guth and Monica Oss will discuss the state of M&A in the health and human service market and their perspective on the future challenges for non-profit organizations that service complex consumers.

David C. Guth, Jr., Chief Executive Officer, Centerstone



Monica E. Oss, Chief Executive Officer, OPEN MINDS