Institute Agenda


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Day One Tuesday November 7
Day Two Wednesday November 8
7:30 am - 8:30 am

Registration & Executive Networking Breakfast In The Institute Exhibit Hall

Networking

Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your follow attendees, talk to our sponsors, and prepare for the day ahead.


8:30 am - 9:00 am

Welcoming & Opening Remarks

Opening

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

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9:00 am - 10:00 am

Pharmaceuticals & Digital Medicine - Developments In Collaborative Innovation

Plenary Address

Andrew Wright

Vice President, Digital Medicine, OTSUKA America Pharmaceutical, Inc.

Bio coming soon!

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10:15 am - 11:30 am

Moving From Big Data To Smart Data: How To Integrate Clinical & Financial Data To Manage Performance

Breakout Session

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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Telehealth Best Practices: How To Build A Successful, Sustainable Program

Breakout Session

Matthew Chamberlain

Senior Associate, OPEN MINDS

Matt Chamberlain has 14 years of experience in healthcare information technology and brings an extensive background in electronic health record (EHR) solutions architecture and software engineering to the OPEN MINDS team. His expertise is focused on driving operational efficiency through business process analysis, organizational requirement definition, and technology procurement.

Prior to joining OPEN MINDS, Mr. Chamberlain served as Software Sales Manager for Askesis in Pittsburgh, Pennsylvania where he was responsible for the management of EHR software solutions sales in the behavioral health, addiction, and social service market. During his time with the Askesis, he was promoted to management in order to assist in the continued growth of the sales division. Mr. Chamberlain also developed national sales strategies, initiatives, and provided market analysis.

Before his role in Pittsburgh, Mr. Chamberlain was the Solutions Architect for Metrocare Services in Dallas, Texas. In that role, he managed the IT Department and staff for all software related activities. While at Metrocare, Mr. Chamberlain implemented new reporting solution, MS SQL Reporting Services, for high-level management reports, lead a conversion project of MS Access into SQL Server/EMR to ensure all programs were integrated in the same system, and was in charge of the EHR training process.

Mr. Chamberlain also served as a Software Engineer and Technical Lead at HP Enterprise Services, a strategic business unit providing global business and technology services. He was responsible for a team of 3 Software Engineers and 1 Business Analyst, in areas of State Medicaid System projects, which include; RFP response creation, needs assessment, design, development, implementation, and support.

A valued member in the behavioral health community, Mr. Chamberlain has served on the board of Mental Health Association (MHA) of Texas.

Mr. Chamberlain received his Bachelors of Science in Business Computer Information Systems from the University of North Texas. Additionally, Mr. Chamberlain holds expertise in technologies including: .NET, SQL Server, Oracle, Crystal, and web integration.

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Knowledge Partner 1

Knowledge Partner

Sponsored by Core Solutions, Inc.

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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Technology Demo Session

Demo


11:45 am - 1:00 pm

Technology & Reporting Requirements For Population Health Management: Preparing For Value-Based Reimbursement

Breakout Session

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

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Technology Innovations & Payer Expectations: A Town Hall Discussion

Breakout Session

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

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 and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive 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 Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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Knowledge Partner 2

Knowledge Partner

Sponsored by The Echo Group


11:45 am - 12:30 pm

Technology Demo Session

Valant


1:00 pm - 2:30 pm

Lunch On Your Own

Networking


2:30 pm - 3:45 pm


Information Exchange & Tech Innovation: How Technology Is Changing Case Management

Breakout Session

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

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.

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The Leader's Challenge: Leading The Technology Imperative In A Provider Organization

Breakout Session

Jim Gargiulo

Senior Associate, OPEN MINDS

Jim Gargiulo has more than 35 years of experience in the health and human services field. Mr. Gargiulo brings a strong background in information technology to OPEN MINDS customers. He has extensive background as both a developer of technology and an end user.

Prior to joining OPEN MINDS, Mr. Gargiulo was an Executive Vice President at Netsmart Technologies Corporation, the largest provider of technology in the health and human services and integrated care space. In that role, he was responsible for the alignment of Netsmart solutions with its more than 1,500 client organizations. In this role he created, managed, and led a team of 50 associates across the country, helped integrate account teams from acquired companies, and represented the company as an industry expert on clinical workflow, revenue management, implementation strategy, medication management, and meaningful use.

Mr. Gargiulo joined Netsmart at its earliest stages of growth and held various positions during his more than 30 year tenure with the company. These positions included leadership roles in project management, solution consulting, product management, and business development. He was on the team that helped define company’s first EMR solutions and lead some of the company’s largest public sector implementations of the EMR solution – including onboarding of 35 different state agencies with the Netsmart. He also represented Netsmart in its early data standards initiatives with National Institute of Mental Health (NIMH), and led its Y2k conversion efforts. During his tenure with Netsmart, the company grew by more than 3,000% over 15 years.

Before working with Netsmart, Mr. Gargiulo was the Mental Health & MIS Director for the Delaware County Government. In this role, he deployed contract management and billing systems for the 50+ private non-profit agencies under contract with the County Department of Human Services. He has also held previous positions with the Veterans Administration and Resources for Human Development, conducting research on brain injury and the incidence and prevalence of mental illness in Pennsylvania. Mr. Gargiulo started his career as a residential counselor for children and adolescents with special needs at Elwyn.

As an involved community member, Mr. Gargiulo has participated in a number of industry governing boards. He served as an Executive Board Member for the Software and Technology Vendor Association (SATVA) and as a member of the Substance Abuse and Mental Health Services Administration’s (SAMHSA) 2000 Data Standards Decision Support Committee.

Mr. Gargiulo received his Bachelor of Arts degree in psychology from the University of Pennsylvania and his Master of Science in research and evaluation from Drexel University (formerly the Hahnemann Medical College).

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Knowledge Partner 3

Knowledge Partner

Sponsored by CMT/Relias


Technology Demo Session

The Echo Group


4:00 pm - 5:00 pm

Building A New Value Equation: A Town Hall Discussion On The Teach Tools You Need To Succeed With Value-Based Reimbursement

Town Hall Discussion

Sponsored by Netsmart

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

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 and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive 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 Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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5:00 pm - 6:30 pm

Networking Reception In The Institute Exhibit Hall

Networking


7:30 am - 8:30 am

Executive Networking Breakfast In The Institute Exhibit Hall

Networking


8:30 am - 9:30 am

The Future Role Of Medicare & Medicaid Health Plans: Data Sharing To Enable Population Health Management

Plenary Address

James Schuster, MD, MBA

Chief Medical Officer & Vice President, Behavioral Integration, Behavioral Health and Medicaid Services, UPMC Insurance Division, Community Care Behavioral Health Organization

Bio coming soon!

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9:45 am - 11:00 am

Behavioral Health Data Sharing: The Opportunities & Challenges In Health System Information Exchange

Breakout Session

Sharon Hicks

Senior Associate, OPEN MINDS

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field.  She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.

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 and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive 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 Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

×

How Technology Is Shaping Addiction Treatment: Remote Monitoring, Mobile Apps, & More

Breakout Session

Matthew Chamberlain

Senior Associate, OPEN MINDS

Matt Chamberlain has 14 years of experience in healthcare information technology and brings an extensive background in electronic health record (EHR) solutions architecture and software engineering to the OPEN MINDS team. His expertise is focused on driving operational efficiency through business process analysis, organizational requirement definition, and technology procurement.

Prior to joining OPEN MINDS, Mr. Chamberlain served as Software Sales Manager for Askesis in Pittsburgh, Pennsylvania where he was responsible for the management of EHR software solutions sales in the behavioral health, addiction, and social service market. During his time with the Askesis, he was promoted to management in order to assist in the continued growth of the sales division. Mr. Chamberlain also developed national sales strategies, initiatives, and provided market analysis.

Before his role in Pittsburgh, Mr. Chamberlain was the Solutions Architect for Metrocare Services in Dallas, Texas. In that role, he managed the IT Department and staff for all software related activities. While at Metrocare, Mr. Chamberlain implemented new reporting solution, MS SQL Reporting Services, for high-level management reports, lead a conversion project of MS Access into SQL Server/EMR to ensure all programs were integrated in the same system, and was in charge of the EHR training process.

Mr. Chamberlain also served as a Software Engineer and Technical Lead at HP Enterprise Services, a strategic business unit providing global business and technology services. He was responsible for a team of 3 Software Engineers and 1 Business Analyst, in areas of State Medicaid System projects, which include; RFP response creation, needs assessment, design, development, implementation, and support.

A valued member in the behavioral health community, Mr. Chamberlain has served on the board of Mental Health Association (MHA) of Texas.

Mr. Chamberlain received his Bachelors of Science in Business Computer Information Systems from the University of North Texas. Additionally, Mr. Chamberlain holds expertise in technologies including: .NET, SQL Server, Oracle, Crystal, and web integration.

×


The Future of Health Care IT - The Investments Shaping The Future Of Care Delivery

Breakout Session

Ken Carr

Senior Associate, OPEN MINDS

Ken Carr brings over 20 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. Before joining the OPEN MINDS team, he served as the Chief Financial Officer of The Centers, a community mental health center providing mental health and substance use inpatient, outpatient, community and support services in Ocala, Florida. In this position, Mr. Carr provided extensive financial management and revenue cycle realignment, including departmental reorganization, EHR billing implementation, 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.

×


Knowledge Partner 4

Knowledge Partner


11:15 am - 12:30 pm

Mastering Technology To Stay Competitive: How To Build A Tech-Enabled Organization

Plenary Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past two 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.

×

12:30 pm - 1:00 pm

Raffle Prize Drawing In The Institute Exhibit Hall

Closing Remarks