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

Remaking Health Care With Wearable Technology & Digital Health - A View To The Future

Plenary Address

Digital tools and data analysis have already transformed the way health is monitored, diagnosed, predicted, and improved. But 'wearable technologies' are adding to the potential of digital tools (and the disruption from digital tools) in health care service delivery. While wearables are often thought of as luxury lifestyle products, they are increasingly see as critical tools for helping sufferers of chronic illnesses. In his opening keynote, Andrew Wright, Otsuka's Vice President, Digital Medicine, will provide an update on the current wearable technologies landscape - and their potential to 'reinvent' the delivery of health services. He will also discuss his work with Otsuka in developing digital patient solutions at Otsuka - and the increasing synergy between new pharmaceutical developments and digital health.

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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Lori M. Schmidt

Director of Behavioral Health Services, HealthPartners

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Connecting The Dots From Data To Value

Knowledge Partner

Sponsored by Core Solutions, Inc.

Data environments throughout the healthcare landscape are growing exponentially, evolving even before effective data collection strategies can be put in place. With new regulations and requirements mandated every year, healthcare organizations are challenged with developing data collection and evaluation processes that can be standardized not only across departments, but entire organizations. However, in this ever-changing healthcare climate, it is simply not enough for organizations to collect data for the sake of collecting data. In an industry that demands higher quality of care, improved outcomes and lower costs, knowledge sharing is truly the most powerful asset that we can use to bridge the gap between the data we collect and the value that it holds to those who can learn and benefit from it.

During this session, attendees will:

  • Learn the importance of embracing innovation and technology as they pertain to the use of data collection and knowledge sharing.
  • Gain an understanding of the “Internet of Things” (IoT) and its role in collecting and deciphering automated data.
  • Review several clinical tools that can be used to build and demonstrate data value.
  • Develop an understanding of what it means to communicate with data and the importance of data visualization in storytelling.

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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Ravi Ganesan

President & CEO, Core Solutions, Inc.

Ravi Ganesan started Core Solutions nearly a decade ago.  He began the venture as a developer of custom solutions for select organizations in behavioral health and human services. Since then, he has used his passion for entrepreneurship and a rich background in consulting and software development to grow the company into a premier provider for clients of all types and sizes across the country.
Prior to founding the company, Ravi was a systems architect and software developer with Management Concepts, Inc., an IT consulting firm. Before this, Ravi launched his career in the Greater Philadelphia region at New York Life, the nation’s oldest and largest mutual life insurance company. While there, he established a technical assistance program initially developed to help insurance agents integrate technology into their businesses, which evolved to include business consulting, marketing and related support activities. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.

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10:15 am - 11:00 am

Technology Demo Session

Streamline Healthcare


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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An Ounce Of Prevention…Strategic Planning With Confidence In Uncertain Times

Knowledge Partner

Sponsored by The Echo Group

Tim Macken

Chief Operating Officer, Heritage Behavioral Health Center

Tim Macken has been employed with Heritage Behavioral Health Center for the past 21 years and currently serves as the organization’s Chief Operating Officer.  In this capacity, Tim provides oversight and guidance to Heritage's clinical operations with a more specific focus on MI and SA outpatient and medical services.  Additionally, he provides a substantial amount of time in the training to of clinical staff throughout the organization.  Tim has presented at national and regional conferences and trainings on topics related to clinical documentation requirements and the substantiation of medical necessity in service provision and documentation.  For 11 years prior to his work at Heritage, Tim held a variety of clinical and administrative positions in the Michigan mental health system of care.  He holds a Masters of Arts in Counseling Psychology degree from Western Michigan University and a Bachelor of Science in Psychology from Grand Valley State University.

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Candace Clevenger

Chief Executive Officer, Heritage Behavioral Health Center

Candace Clevenger has been employed with Heritage Behavioral Health Center for the past 26 years and currently serves as Chief Executive Officer. In her previous role as Chief Financial Officer, Candi provided oversight of the business, human resources, building operations and IT functions of the organization. In each of these areas, Candi’s vision and core personal values have been instrumental in igniting a passion in others to make the changes necessary to promote growth and stability in our ever-evolving industry. Candi has presented at several national and regional meetings on compliance and system development. She holds a Masters of Business Administration degree from James Madison University and a Bachelor of Business Administration from Marshall University.

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Mary McClimon

Senior Vice President and Chief Administrative Officer, Heritage Behavioral Health Center

Mary McClimon has been employed with Heritage Behavioral Health Center for the past 20 years and currently serves as Chief Administrative Officer.  Mary plays a pivotal role in the design, development, and implementation of Heritage’s EHR, from the billing as well as clinical features of the record.  As the key developer of reports, her efforts have significantly improved the efficiency, accuracy, relevance and use of data pulled from the EHR.  Mary continually finds new and creative ways to look at and analyze data for improved internal auditing and monitoring.  She has served on Heritage’s compliance committee since its inception in 2001.  Mary has presented at the OPEN MINDS Technology & Innovation Conference and National Council for Behavioral Health, as well as being a regular presenter at The Echo Group’s annual conference.

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11:45 am - 12:30 pm

Technology Demo Session

Valant


1:00 pm - 2:30 pm

Lunch On Your Own

Networking


1:00 pm - 2:15 pm

ODH, Inc. Luncheon

Invitation-Only Lunch

Sponsored by ODH, Inc.


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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Luke Crabtree, JD, MBA

Chief Executive Officer, Project Transition

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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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Assisting Providers in Developing the Data Skills to Successfully Compete in Value Based Purchasing Models

Knowledge Partner

Sponsored by Relias Learning

Relias Learning is fast becoming a data driven learning solution company. Why? Relias is a strong partner for its largest customer base—health and human service provider organizations. Therefore, they are growing their business model to assist you with successfully sustaining and growing your own during the seismic shifts in business and clinical practice models occurring across the country.

Is your organization engaged in some level of performance based payment or practice?

Are you shifting your business practices to prepare for value based payments?

Are you a CCBHC?

Have you determined the knowledge and skills which your staff need to move your agency to the new paradigm of value based care delivery and reimbursement?

Come and enjoy lunch on us and hear from Relias about a solution model for population health services—using data to identify the risk and cost-saving opportunities necessary to improve clinical practices and how Relias can assist you in this effort.

 

Laurie Nelson

Group Product Manager for Analytics, Relias Learning

As the Group Product Manager for Analytics, Laurie Nelson is charged with leading the effort to add Healthcare Analytics into Relias Learning's suite of products, which also includes learning and assessments. She joined Relias in September 2016 and is excited to be working with an incredible team of people to make Analytics a key component of Relias' overall solution suite which will enable Healthcare organizations to reduce costs, improve care and identify areas for key workforce development. Laurie has 20+ years of software experience in multiple industries, but has spent the last 14 years focused on Analytics, Data Warehousing, and Reporting for both government agencies and technology companies such as Peoplefluent and Teradata. Laurie is particularly passionate about working with software development organizations to build products that give software users the right information at the right time in the right format to enable them to do their jobs with greater success.

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Chris Reist, M.D.

Associate Professor, Department of Psychiatry and Human Behavior at the University of California, Irvine

Dr. Reist is an Associate Professor (with tenure) in the Department of Psychiatry and Human Behavior at the University of California, Irvine. He has served as Assistant Dean in the College of Medicine, Director of Medical Research for the Long Beach Veterans Affairs Healthcare System, and Chief of Mental Health, overseeing full service mental healthcare delivery to over 40,000 enrollees in the Long Beach VA Healthcare System. His experience also includes serving as Director of the Southern California VA Mental Illness Research, Education and Clinical Center (MIRECC) improving long term outcomes in chronic psychotic disorders through clinical research and dissemination of evidence-based practices.

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2:30 pm - 3:15 pm

Technology Demo Session

The Echo Group


4:00 pm - 5:00 pm

Building A New Value Equation: A Town Hall Discussion On The Tech 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.

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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.

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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.

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Jonathan G. Morphett

Managing Director, Head of Investment Banking, Avondale Partners, LLC

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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.

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12:30 pm - 1:00 pm

Raffle Prize Drawing In The Institute Exhibit Hall

Closing Remarks