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Full Agenda & Schedule Of Events

8:00 am – 5:00 pm PT

The 2022 OPEN MINDS Whole Person Care Summit

Executive Summit

Digital health care is now the norm, or at the very least heavily incorporated into a more traditional model of care, and when examining the future of chronic disease management, and whole-person health, technology’s role is huge. In addition to this, the integration of behavioral health with physical health will lead to solutions that are hybrid in nature. Complex consumers with complex support needs have the opportunity of being served in this hybrid manner, and this opens the door for provider groups to offer emerging digital solutions. During the OPEN MINDS Whole Person Care Summit, you will hear industry insights, digital and hybrid trends in integrated models of care, and a look at the future of whole person care and how that affects specialty provider groups serving the complex consumer.

8:00 am – 9:00 am PT: Executive Networking Breakfast & Registration

9:00 am – 9:15 am PT: Welcome/Opening

Beth Klawitter, Senior Associate, OPEN MINDS

Nancy Martin, Senior Associate, OPEN MINDS

9:15 am – 10:15 am PT: Keynote: Evernorth’s Innovative Initiatives And How Integrated Care Is Working At The Consumer Level

The emerging virtual care landscape is making health care more affordable and accessible for consumers with complex needs. By partnering with virtual providers, Cigna and Evernorth offer different integrated care solutions that better fit consumers’ primary, behavioral, and social needs. From self-help to direct/virtual patient care, these integrated health care solutions give both consumers and provider organizations access to information and insights into their health outcomes and help navigate their way through an increasingly complex market with so many options to choose from. And with artificial intelligence and machine learning, we are only at the beginning of the virtual care frontier.

William Lopez, M.D., National Medical Director, Virtual Care, Evernorth

Beth Klawitter, Senior Associate, OPEN MINDS

10:15 am – 11:30 am PT: Whole Person Care Models—Weighing The Pros & Cons

Health systems and organizations moving towards achieving whole-person care can take several paths toward integrating behavioral health, primary care, and social services. However, any path is not without challenges, especially when also incorporating the use of digital platforms. Furthermore, establishing community partnerships are critical for addressing social determinants of health (SDOH) and achieving scale to move through barriers to care and improve whole-person outcomes. Hear from organizations that have taken different steps toward advancing their whole-person care models, how they evaluated the courses they took, and what they learned along the way.

Victoria Pham, DO, MBA, FAPA, DFAACAP, Former Chief Medical Officer, Institute for Community Living

Nancy Martin, Senior Associate, OPEN MINDS

11:45 am – 12:45 pm PT: Breaking Down The Silos With Digital Health Solutions: Choose Wisely

With the explosion of telehealth services, smartphone apps, remote patient monitoring, and activity trackers, it’s hard not to feel overwhelmed by the vast number of high-tech solutions. While digital health has broadened access to care and reached many consumers who otherwise would not be connected to services, it’s crucial to balance convenience with outcomes—and be wary of creating digital silos that accentuate care inequity. Join us in examining the successes and pitfalls of incorporating digital health solutions into whole-person care models and key takeaways to consider in implementing your approach.

John Poikonen, Pharm D., Director of Clinical Informatics, AmalgamRx

Nancy Martin, Senior Associate, OPEN MINDS

12:45 pm – 2:00 pm PT: Lunch

Lunch will be provided by OPEN MINDS.

2:00 pm – 3:15 pm PT: Reflections On Digital Whole-Person Care: Health Plans Look To The Future

Leveraging their networks of provider organizations and consumer members, and harnessing the wealth of data and information at their fingertips, positions health plans to impact whole person care and health outcomes. In fact, health plans are investing significant resources in developing digital care models to facilitate whole-person care and address social determinants of health. Just what does the future have in store? Get a look at how our experts see whole-person care digital modalities unfolding at the health plan level.

Andrea Palmer, Chief Executive Officer, Awake Labs

Jodi Fenner, Director II, Product Development, Elevance Health

Chad Ardoin, Vice President of Clinical Operations, Nursing, Behavioral Health & Managed Care Pilot Programs, Caregiver

Beth Klawitter, Senior Associate, OPEN MINDS

3:30 pm – 4:45 pm PT: The Roadmap To Whole Person Care: Performance Measures & Value-Based Reimbursement

Achieving whole person care involves paying for it, which requires data gathering, analysis, and sharing. In tracking and measuring outcomes and performance, payer and provider organization executives need to answer critical questions. How can implementing and evaluating performance measures lead to effective whole-person care? What data should be collected, and how will it be collected? How can the data be utilized to create value-based payment structures? Our panelists will answer these questions and give examples from their experiences as they explain how they have used performance measures to implement value-based reimbursement in their organizations.

Rachelle Glavin, Vice President, Clinical Operations, Missouri Behavioral Health Council

Tom Petrizzo, Chief Executive Officer, Tri-County Mental Health Services

Nancy Martin, Senior Associate, OPEN MINDS

Beth Klawitter, Senior Associate, OPEN MINDS


9:00 am – 12:30 pm PT

Aligning Your Board To The New Sustainability Challenge: An OPEN MINDS Seminar On Non-Profit Management

Executive Seminar

In today’s era of stagflation, new competition, consumer expectations, and workforce challenges, your board members and executive teams must collaborate to understand your new landscape and create a plan for recovery and sustainability. Join OPEN MINDS Senior Associates, Ray Wolfe, J.D. and Kim Bond, MS, LMFT, for a deep dive into the challenges and opportunities and how to update your board on the impacted landscape and the need for updated strategies. Our faculty will outline the skills needed to support modern health care in a value-based environment, developing the ability to preserve purpose and knowing when to redefine it, and the ability to monitor finance, business, compliance, and ethics.

The following key components will be discussed:

  • Updating strategies for sustainability
  • Where your opportunities and challenges lie
  • Best practices to support growth while preserving purpose

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Kim Bond, MS

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals.  Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.


1:30 pm – 4:30 pm PT

How To Develop a Strategic Plan: An OPEN MINDS Executive Seminar On Best Practices in Strategy, Portfolio Management & Scenario-Based Planning

Executive Seminar

In the current health and human service market, executives face uncertainty. This leads many executive teams to either avoid or reluctantly initiate any major strategic initiatives that require long-term commitments. Unfortunately, “waiting for the dust to settle,” isn’t a wise management choice. Regardless of what lies ahead in the market, strategic planning is essential to ensure continued success. A successful strategic planning process will provide your organization with a roadmap – not only for developing plans in uncertain times, but also for putting those plans into action and evaluating their success. In this crucial seminar, we will discuss OPEN MINDS three-phase approach to strategy development, including:

  • The OPEN MINDS best practice approach to building a strategic plan
  • A guide to strategy implementation planning
  • An in-depth review of how to manage strategy implementation for success

This Executive Seminar will be presented virtually December 1, 2022, from 1:00 p.m. – 3:00 p.m. ET

Joseph P. Naughton-Travers, EdM

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.

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.


5:00 pm – 6:00 pm PT

Thought Leader Reception

Networking

Enjoy a cocktail and hor-d’oeuvres, and unwind with peers and speakers during the thought leader reception!


7:00 am – 8:00 am PT

Executive Breakfast & Registration

Networking

Grab your name badge, some coffee, and a light breakfast before the day begins. The grand opening of the Exhibit Hall is at 7:00 a.m. PT!


8:00 am – 8:30 am PT

Welcome & Announcements Of The 2022 OPEN MINDS Technology Adoption Market Research Survey

Welcome/Survey Results

Sponsored By Qualifacts

The last year has proven that value-based reimbursement is here to stay to help control cost and quality. To succeed in that environment, specialty provider organizations will need to adopt new technologies that can help master population health management, data exchange, and clinical decision support. For executives to lead successfully, they need to link those tech investments to strategy for a sustainable performance and competitive advantage.

OPEN MINDS surveyed specialty provider organizations in the health and human services field to determine where they are on the road to technology adoption.
The survey provides information on a number of important variables and where you fit in.

Variables such as:

  • Number of employees devoted to information technology functions
  • Estimated annual information technology budget (including hardware, software, networks, IT consultation services, outsourced projects/functionality, and IT staff)
  • A unique list of technology innovations human services executives are implementing

Monica E. Oss

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


8:30 am – 9:30 am PT

What, When & How To Share Data – Innovating For Social Needs & Population Health Strategies

Keynote Address

There is a lot of noise around social determinants of health (SDOH) and shifting to value-based payment (VBP) models. To address social needs and the barriers to achieving health outcomes, one must first understand them. Humana is building a standardized structure for sharing data across its enterprise, including its network of provider organizations, at the individual and aggregate levels. Learn how Humana is leading the way in the development of social needs surveying, data collection and information sharing standards–plus building external collaborations and internal data analytics products. Understand how social needs can relate to payment models and quality improvement; making the business case for SDOH screening, referrals, and outcomes; and collaborations which support the transition, technology capacity building, and financing for VBP.

Stephanie Franklin, MPS

Stephanie Franklin, MPS, Associate Director of Population Health Strategy, leads the SDOH Insights and Business Intelligence team supporting Humana’s Bold Goal to improve the health of its members and communities by developing and integrating solutions that address their unmet social needs. Her work is focused on bringing to light those social risk factor and non-medical needs that prevent members from achieving their best health. She is published researcher and speaker on the topics of health-related social progression of chronic disease. Prior to joining Humana, Stephanie was the Senior Legislative Aide for a Member of Congress and Director of Program Support Integration for a education – and housing- focused non-profit organization.


9:45 am – 10:00 am PT

CEO Technology Summit Welcome & Introduction: OPEN MINDS Technology Framework For Success

Molise Ballroom 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

Learn about the technology framework and performance data that executive teams need for future sustainability and success. OPEN MINDS Chief Executive Officer, Monica E. Oss, will review the OPEN MINDS technology framework – and discuss how this expanded functionality plays a critical role in making strategy a success. Learn more about the capabilities needed for hybrid service delivery; for improving consumer engagement and experience; for health plan value-based contracting; for expanded EHR functionality; and for integrating human resource management and financial management into an organization-wide performance management platform.

Monica E. Oss

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


9:45 am – 10:45 am PT

Thought Leader Discussion With Stephanie Franklin, MPS, Director, Population Health, Humana

Milan 4, 5 (Thought Leader Discussion)

Join us to continue the discussion with our keynote speaker and have the opportunity to ask your questions.

Stephanie Franklin, MPS

Stephanie Franklin, MPS, Associate Director of Population Health Strategy, leads the SDOH Insights and Business Intelligence team supporting Humana’s Bold Goal to improve the health of its members and communities by developing and integrating solutions that address their unmet social needs. Her work is focused on bringing to light those social risk factor and non-medical needs that prevent members from achieving their best health. She is published researcher and speaker on the topics of health-related social progression of chronic disease. Prior to joining Humana, Stephanie was the Senior Legislative Aide for a Member of Congress and Director of Program Support Integration for a education – and housing- focused non-profit organization.

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Applying Augmented Intelligence To Reduce Burnout Through Eleos CareOps Automation

Modena 1 (Product Theater)

Sponsored By Eleos Health

By digitizing behavioral health conversations with Eleos CareOps Automation, you can free providers from ops, unlock visibility into care quality, and scale supervision and training. Eleos is the only technology of its kind that embeds seamlessly into electronic health records (EHRs), telehealth tools and existing provider workflows to equip providers with augmented intelligence. 

In this interactive demonstration, participants will learn how Eleos Health’s proprietary, voice-based natural language understanding (NLU) technology :

  • Accurately interprets, analyzes and documents behavioral health conversations
  • Automatically generates suggested progress note documentation, populating over 50% of the progress note and reducing provider documentation time by more than 30%
  • Renders intuitive, eye-catching analytics and objective feedback to providers that help to increase the use of evidence-based interventions by 32%  

With Eleos CareOps Automation, behavioral health providers are setting a new standard for care.

*Fruit skewers with yogurt dip will be available during this session!

Alon Joffe

Alon Joffe is the Cofounder and Chief Executive Officer of Eleos Health. Founded in 2020, Eleos empowers providers to deliver the world’s most effective behavioral care through data, measurement, and personalization. Eleos is pioneering the category of CareOps Automation in behavioral health, using sophisticated Natural Language Understanding (NLU) technology to turn conversations between providers and clients into documentation and intelligence that drives better care. Eleos has raised $28M to date and grown its customer base to more than 25 community mental health centers across 15 states. 

Alon has been touched personally by mental health issues through close friends dealing with PTSD from his military service in an elite Israeli Air Force Unit. He is an expert on applying technology to support the needs of behavioral health providers organizations in order to improve care delivery. 

Prior to founding Eleos Health, Alon launched two companies and was part of the core investment team at a Boston-based venture capital firm, which led investment rounds in multiple companies with valuations exceeding $1 billion. Alon holds both a B.A. and an L.L.B (summa cum laude) from Rechiman University and was recently listed in Forbes 30 Under 30.

Alon Rabinovich

Alon Rabinovich is the Cofounder and Chief Technology Officer of Eleos Health. As an expert in voice-based artificial intelligence and its implementation into the clinical workflow, Alon has led the development of Eleos’ cutting edge NLP engine for behavioral health. He was recently recognized in Forbes 30 Under 30. Alon has spearheaded product strategy, high-level roadmap planning and resource allocation including budgets, short-long term priorities and technological moats including patents. Alon is an alumnus of Matzov, the center of encryption and cyber security in the Israeli Defense Force (IDF), where he led complex large scale security defense projects. Alon was A senior staff member in ITC’s Fellows Program of Data Science and Cyber Security. Alon holds both a B.Sc. in Computer Science (summa cum laude) from Rechiman University and an Alumni of the prestigious Zell program.


9:45 am – 11:15 am PT

Patient Expectations Versus Experience When It Comes To Digital Access

(Molise 4, 5) Knowledge Partner Session

Sponsored By Otsuka Pharmaceutical

The gap between expectation and experience is wide when it comes to health care consumers interacting with health plans and providers on a digital level. In 2022, Optum conducted a survey of over 1,000 health care consumers and found that only 57% of respondents said they felt satisfied with their ability to schedule telehealth appointments. Just 16% said they could schedule care online through a website or app with their current plan or provider.1 Since 2019, provider website utilization has dropped approximately 50% as consumers are not satisfied with the ease of accessing care and scheduling appointments, half reporting the inability  to do so.1

Most health care organizations lag in digital transformation, a recent survey from Deloitte revealed only 4% have achieved self-reported digital transformation. Another 4% have five years remaining to get there, 48% have three to five years remaining, and 24% have one to two years remaining. One in five (20%) are still in the planning stages.2 While investments in digital health is increasing multifold; it still takes 17 years on average for a new innovation to reach 50% of the health care delivery system.3

In this thought leader session, we will discuss the gap between what patients expect out of their health care system and what they actually experience when it comes to access. We will explain how even with record digital investments and the recent pandemic, the health care system as a whole is still slow to adopt innovation. Finally, we will dive into a framework of how some health plans and providers are finding their way forward to deliver the digital access patients expect.

*Assorted cookies and biscotti will be available during this session!

References

  1. Optum. (2022). Bridging the gaps in the consumer experience. Retrieved September 16, 2022, from https://info.optum.com/bridging-the-gaps-ebook
  2. Shudes, C., Shukla, M., Chang, C., Appleby, C., Hendricks, J., Wurz, J. (2021, November 2). Digital Transformation. Deloitte Insights. Retrieved September 16, 2022, from https://www2.deloitte.com/us/en/insights/industry/health-care/digital-transformation-in-healthcare.html
  3. Oss, M. E. (2022, August 22). How to shift your digital mindset. OPEN MINDS. Retrieved September 16, 2022, from https://openminds.com/market-intelligence/executive-briefings/how-to-shift-your-digital-mindset/

Hiten Patadia, PharmD

Hiten Patadia, PharmD is a Managed Markets Liaison at Otsuka, based out of San Diego, California.  Dr. Patadia earned his PharmD from Albany College of Pharmacy and Health Sciences in Albany, New York.  Prior to joining Otsuka, Dr. Patadia worked for a large Pharmacy Benefit Manager where he managed prescription benefits for employer groups.  He is an expert in the commercial insurance market.  Dr. Patadia is responsible for providing clinical and economic information to payers located in Alaska, California, Hawaii, Nevada, Oregon.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.


10:00 am – 11:15 am PT

Competing In A Digital World: Technology’s Role In Building The Hybrid Community-Based Service Delivery Platform Of The Future

Molise 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

The service delivery system is no longer telehealth or in-clinic. The pandemic has pushed payer and consumer expectations to a new hybrid model – telehealth and in-clinic services, but also asynchronous digital, in-home services, and remote monitoring services. Join us for a discussion of the new hybrid service delivery model and the technology to support it. From secure testing to electronic visit verification, to smart homes and online scheduling – get an executive briefing on the functionality and the challenges.

Jill Wiedmann-West

Jill Wiedemann-West joined People Incorporated as its first Chief Operating Officer in 2010. She was promoted to CEO in 2014. Wiedemann-West’s professional background and experience is in healthcare operations, management, and service development. Prior to joining People Incorporated, she was a chief operating officer at the Hazelden Betty Ford Foundation. She holds a Master of Arts in Psychology and Human Behavior from National University in San Diego and a Bachelor of Arts in Sociology and Social Work from the University of Wisconsin – Madison.

Joseph P. Naughton-Travers, EdM

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.


11:30 am – 12:45 pm PT

The Heart vs. Science – What You Need To Know About Automation & Technology

Milan 4, 5 (Case Study)

The impetus for consumers to be engaged and have control of their health care is a no-brainer and technology is enabling this to happen with automated functions like remote monitoring and online portals for scheduling and communicating between consumers and provider organizations. However, automation and new technologies can create potential issues. For example, it does not take into account a practice administrator who knows specific consumers’ needs and which clinicians always run behind schedule or on time. Building in some of these capabilities is something a human can perfect, or is it? Is automation an option within your practice, and should it be? Hear how some organizations have adopted methods for automation and the success and challenges encountered along the way. This session will discuss:

• How big of a role technology can play in your organization
• What functions should you consider automating
• Enhancing customer service functions and consumer empowerment

Jacquelyn H. Torres

Jacquelyn H. Torres is the Executive Director of New Business at Pacific Clinics. In this capacity, she is responsible for implementing new and innovative programs that expand Pacific Clinics’ work and commitment to wellness in communities. Jacquelyn currently supports the operational installation of Pacific Clinics’ CalAIM services, including delivery of Enhanced Care Management (ECM) and Community Supports (CS). Jacquelyn is experienced in the complex impact of trauma on youth and families and has a passion for working with the healthcare and education systems. Having worked at the agency since 2008, Jacquelyn has held various roles, including Senior Clinical Director where she provided behavioral health care to support individuals in crisis, including unhoused families and children impacted by multiple social determinates of health. Jacquelyn’s background includes expertise in school-based mental health, including MTSS implementation, as well as Behavioral Health Integration (BHI) in the primary care setting. A Licensed Marriage and Family Therapist (LMFT), Jacquelyn has a master’s degree in Clinical Psychology from San Jose State University.

Garret Zabel, MS

Garret Zabel is the Director of Healthcare Business at Pacific Clinics, a multi-service non-profit agency in California. In this role, he is responsible for expanding new business lines with health plans and implementing the organization’s strategic plan for the direction, growth, and diversity of revenue and services. Garret has oversight of health plan business development efforts and business process implementation, ensuring alignment of mission and operations across functional areas.

Prior to joining the behavioral health sector, Garret worked for a social enterprise in rural Northwest Vietnam and The University of Sydney Business School. He graduated with honors from The University of California, Los Angeles (UCLA) and earned his master’s degree in social entrepreneurship & sustainability from the University of Sydney, Australia.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Lauren Evangelist

Lauren Evangelist brings more than 15 years of experience in marketing and business strategy, brand development, product launch and digital marketing to OPEN MINDS. Ms. Evangelist currently serves as the Executive Vice President of Partnerships

Prior to joining OPEN MINDS, Ms. Evangelist was the Vice President of Marketing & Public Relations for Tridiuum, where she developed and implemented the company’s new go-to-market sales and marketing strategy. Ms. Evangelist also developed and launched Tridiuum’s provider recruitment program in partnership with New Directions Behavioral Health (NDBH). She created the program’s acquisition strategy, marketing collateral and recruited behavioral health providers to accelerate access to care for 4M NDBH members. NDBH acquired Tridiuum based on program’s immediate impact and success.

Previously, Ms Evangelist, served as Vice President of Partnership & Loyalty Marketing with OneMain Financial in Wilmington, DE. In this role, she launched OneMain’s strategic partnerships and customer loyalty programs to generate demand for loan products, provide financial literacy, create customer engagement and enhance the OneMain customer experience.

Prior to her role at OneMain Financial, Ms. Evangelist was Senior Manager of Strategic Partnership Marketing for ShopRunner in Conshohocken, PA. In this role, she developed and executed strategic marketing programs with corporate partners like American Express, Mastercard and PayPal to acquire new ShopRunner members and drive member activation within the ShopRunner network.

Previously, Ms. Evangelist was at QVC (Qurate Retail Group) in West Chester, PA for 12 years, where she held several instrumental roles within Marketing and eCommerce. In her last role as Manager of Partner Marketing, she piloted and launched QVC’s first Co-Op Marketing program, which accounted for over $2M in incremental marketing contributions from national retailer partners like Dell, Dooney & Bourke and Vera Bradley.

Ms. Evangelist received her Bachelor of Arts in Commercial Design from Lycoming College, Williamsport, PA. She has also been a member of the Lycoming College Athletics Advisory Board since 2018.

You’ve Been Hacked! What Now?

Modena 1 (Topical Case Study)

Ensuring data security in health care is critical for privacy and effectively offering digital services. So, what happens when your data systems are hacked? What is the way forward, and can you mitigate the potential damages? Hear from organizations that have experienced this and lived to talk about it. Understand how hacking can happen to anyone and what actions to take if this happens at your organization, as well as proactive measures to protect your organization from being hacked. Attend this session to learn more about the following:

• Creating a data security plan
• Data hacking risks and solutions
• Examples from organizations that managed data hacks and actions taken to prevent them

Kristen Daugherty, LCSW-S, LISW-S, MBA

Kristi Daugherty, CEO for Emergence Health Network, has over twenty years of experience in the behavioral health arena.  As chief executive officer for El Paso County’s Mental Health/Intellectual Disabilities Authority for El Paso County, Ms. Daugherty is responsible for all clinical and oversight services delegated through performance contracts with Texas Health & Human Services.

During her tenure as CEO, Ms. Daugherty spearheaded several key initiatives that have significantly increased scope of services offered to the El Paso community.  As a result of her leadership, jail-based mental health services are now offered to justice involved patients and crisis intervention teams now partner especially trained police officers with behavioral health clinicians during crisis response. 

During this time, Emergence Health Network added key components the system of care such as extended observation unit services and Multi-Systemic Therapy for at-risk adolescents and their families.  Ms. Daugherty also orchestrated operational turnaround resulting in significantly improved financial indicators, enhanced quality measures and an emphasis on patient data analytics to improve overall health.  These efforts resulted in Emergence Health Network receiving Joint Commission accreditation– a distinction held by only a handful of community centers in the State of Texas.   Most recently, EHN also achieved Certified Community Behavioral Health Center (CCBHC) designation, which will help the organization focus on addressing social determinants of health with a behavioral health focus.

Ms. Daugherty has led efforts to form critical community collaborations that have resulted in expanding access points to behavioral health services and expansion of services.  Outside the area of crisis services, EHN has developed services in local school districts to include school-based clinics.  A strong partnership with the local housing authority has resulted in work on a therapeutic community for individuals that have mental illness and are at risk of homelessness. 

As El Paso has recently faced several challenges directly impacting community mental health, and Ms. Daugherty has ensured that EHN has led in crisis behavioral health response. In the aftermath of the August 3rd Walmart shooting, EHN provided a myriad of supports and services to victims, families and the entire community.  Similarly, Emergence Health Network’s response to the COVID-19 pandemic has resulted in a strong emphasis on mental health supports.

Ms. Daugherty is a Licensed Clinical Social Work Supervisor in the State of Texas and a Licensed Independent Social Work Supervisor in the State of New Mexico.  She has a Master’s Degree in Social Work from New Mexico State University and is a graduate of the Executive MBA Program at the University of Texas at El Paso.

Andrew Bronson

Mr. Bronson is the Vice-President of Information Services for Mental Health Partners. He graduated from University of New Hampshire with a degree in Electrical Engineering Systems. He has over 25 years of experience within software engineering, infrastructure and client management.

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Leveraging Technology To Enhance Consumer Experience & Engagement

Molise 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

Consumer engagement and consumer experience are critical to the future success of community-based organizations. Consumer engagement is the key to success with a performance-based payment initiative. Engaged consumers are consumers with a better ability to manage chronic conditions. And a great consumer experience is critical to engaging those consumers – and becoming the provider of choice. In this session, gain an overview of consumer-facing technology promoting from consumer decision support and health management tools; and learn more about how to optimize consumer experience – website, social media, information, data portal, scheduling, fee schedules, billing, and more.

Rachel Wood, Ph.D.

Rachel Wood, PhD, Vice President of Learning Health Systems for Discovery Behavioral Health, is a licensed clinical psychologist in the behavioral health field for more than twenty years. She has provided direct service for children, adolescents and adults in various levels of care including outpatient, intensive outpatient and partial hospitalization programs, sub-acute residential and acute inpatient.  During her time at Discovery, Rachel spent many years overseeing the Admissions and Payer Relations Departments where she implemented nationwide medical necessity level of care guidelines and drove Discovery’s national insurance contracting efforts.  In her current position, Rachel’s focus is to leverage technology to gather evidence and develop predictive models to improve care, access, and outcomes.

Rachel’s current programs utilize asynchronous, patient-led platforms that increase the frequency and intensity of support following discharge and afford real-time intervention for at risk alumni.  In March 2020, as Director of Alumni Services, Dr. Wood launched Discovery’s mobile support apps allowing alumni and families to remain connected to staff, obtain recovery resources and educational content, and offer and receive around the clock peer support following discharge.  The app is an extension of the in-person alumni programs offered by Discovery to provide a supportive community that fosters long-term recovery. Rachel received her Doctor of Philosophy in Clinical Psychology and Master of Arts in Clinical Psychology from the California School of Professional Psychology, San Francisco.  She completed the International Scholars Program at Imperial College London, England. Her dissertation on the relationship between personality and scientific predilection and theory was presented at the International Conference for the Psychology of Science & Technology.

Jim Geckler

Jim is a native of Buffalo, NY who has served the recovery community in a professional capacity for almost 20 years. Throughout his career, Jim has sought to  remove the stigma of recovery and open the path to treatment for families and individuals.  His experience in addiction treatment has touched all phases of the continuum of care, from establishing the first LGBT recovery residence in Minneapolis to leading families through the process of intervention as Chief Operating Officer of Addiction Intervention Resources, to multiple leadership roles at the Hazelden Betty Ford Foundation, before finding his home at the Harmony Foundation in 2015.

As Chief Executive Officer at the Harmony Foundation, Colorado’s oldest residential treatment program, Jim has focused on increasing Harmony’s capacity to meet the unique needs of people who struggle with substance use disorder. Jim is proud of the work done by the Harmony team to modernize and expand services, including a robust Alumni Recovery Support Network and a thriving Intensive Outpatient Program. Jim has guided improvements to the Harmony campus, updating client housing and public spaces, bookstore, adding a mindfully constructed 12 Step trail, a disc golf course, and a labyrinth.

Jim’s passion for community engagement led him to a position on the Estes Park Restorative Justice board, supporting alternate opportunities for people to make amends to their community. Most recently Jim was honored to be invited to join the national board for Treatment Professionals in Alumni Services (TPAS), a nonprofit group setting the bar for alumni services. The Harmony Foundation was a founding member of TPAS and as Director of Alumni services while at the Hazelden Betty Ford Foundation Jim supported the mission of TPAS.

Work at Harmony brought Jim and his family to Colorado, where they have set down roots in Allenspark. Jim and his husband Peter are pleased to be a part of the Estes Valley community and excited to be Coloradans.

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, 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.

Measurable Improvements In Care: The Power Of Collaboration

Molise 4, 5 (Roundtable)

Join us for this special case study of a collaboration between a health plan, providers, and pharmacy aimed at improving care for a complex care/SMI population. The discussion includes the power of inter-disciplinary team work and the value of integrated communication. This innovative program resulted in measurable improvements in care for people with schizophrenia and demonstrated the importance of the innovation in payer and provider partnerships.

*Join us for French Macarons in this session!

Lilli R. Correll, LPC

Lilli serves as the Vice President of Payer Solutions Development and is responsible for driving strategic direction related to our payer initiatives including developing new programs in partnership with health plans and other payers. She oversees the strategic development of Optum integration projects as well as strategic projects such as new market development, pharmacy care programs for MAT expansion, transitional care, and other enterprise initiatives.

Before her move into pharmacy, Lilli led Optum behavioral health clinical program design and proposal architecture for Medicaid, Medicare Advantage and Veterans benefit programs since 2016. Lilli led development of programs for various populations, including foster care, Individuals with Intellectual and Developmental Disabilities, and individuals with Serious Mental Illness.

Prior to that, Lilli was at Centene health plan for 11 years, where she held various leadership positions related to Medicaid for both behavioral and physical health. She started her career working for an employee assistance program, Resources for Living, now owned by Aetna, leading the operations and furthering the product offerings. Lilli spent nearly 20 years counseling individuals, couples and families during which time she jumped into the payer world.

Suzanne F. Conroy

Suzanne Conroy is an accomplished healthcare leader with 20 years’ experience in measuring the value of transformative health care initiatives, quality improvement, and execution of initiatives through engagement with partners at all levels of the organization. Trained in organizational psychology, she has built strong working relationships and improved strategic processes with cross-functional teams, physicians, and leaders within highly matrixed mental health organizations.

Sharon Hicks

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.


12:45 pm – 2:00 pm PT

Empowered Decision Making: Choices In Recovery

Molise 4, 5 (Lunch & Learn By Invitation)

Sponsored by Janssen Pharmaceuticals

Janssen Pharmaceuticals is sponsoring a luncheon by invitation, during which attendees will experience one of the educational programs that are available for families, patients, families, and providers. The program is designed to provide information and support related to schizophrenia and schizoaffective disorder.

Lynetta Hale, MFT, LPT, CATC

Lynetta Hale, MFT, LPT, CATC is the Community Medical Liaison (CML) with Janssen Neuroscience, the Medical Affairs division of Janssen Pharmaceuticals, covering the state of California. The Janssen CML team consists of social workers, therapists, and nurses located throughout various regions of the country. Lynetta comes from 32 years of experience working in various capacities in the mental health treatment field including as a licensed psychiatric nurse, a certified addictions treatment counselor, and as a program director. She holds a Bachelor of Science degree in Psychology and a Master’s degree in Marriage and Family Therapy with a Trauma Studies Concentration. Most recently, Lynetta worked as a Program Director leading a team at a Los Angeles County Department of Mental Health-contracted day treatment program with a residential component. She has also directed the assessment and admissions departments at two inpatient psychiatric facilities and has worked in the in-custody forensic setting. Lynetta has a wealth of clinical and systems navigation experience that serves patients living with SMI, caregivers, and treatment teams, utilizing the free Choices in Recovery curriculum and website. These resources align nicely with evidence-based practices and curricula, currently in use.

Sharon Hicks

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.


12:45 pm – 2:15 pm PT

Lunch On Your Own

Networking

CEO Technology Summit Lunch & Learn

Molise 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

Sponsored by:

Is It Time For New Technology? Leveraging The Data You Already Have To Determine If A Change Is Worth The Pain

Implementing a new EHR or other healthcare technology can be expensive and disruptive. How do you decide if the gains are worth the pains? In this session our panel will discuss how your data can help you make an informed decision before making a switch.  

  • Should you consider integrating multiple technologies or look for an all-in-one solution?
  • How do you determine if the investment is going to drive enough revenue to pay for itself?
  • What are the analytics that matter and are you able to currently measure them?
  • Are your technology vendors thinking about and planning for the future?

* Lunch will be provided courtesy of Qualifacts!

Jenny Culver

Christy Winter

Christy serves as a Product Director at Qualifacts and is responsible for the clinical and reporting/analytics products. Additionally, she has 12+ years’ experience in program evaluation, practice-based research, outcomes measurement, and quality improvement experience in the provider setting. Christy has a Bachelor’s in Psychology and a Master’s in Social Work.

Suzanne Malmkar

Tammy Selleck

Leveraging her extensive background as a public accountant and controller for a community mental health center, during her time with Credible Tammy brought 78 agencies live including seven in new states and 22 with RCMS (outsourced billing). She was a leader in integrating Change Healthcare with Credible, streamlining many billing processes along the way. She also redesigned the billing workflows to align with the platform’s best practices, using that opportunity to create the “Credible Billing: Step By Step” documentation. She currently oversees more than $120 million in Qualifacts Revenue Cycle Management Services. Tammy has earned a BS in Business Accounting and an MBA, both from Indiana University.

Allegra Landers

Allegra Landers brings over 18 years of experience in strategic healthcare marketing to OPEN MINDS. Ms. Landers is a team builder and revenue-oriented marketer recognized in Becker’s Hospitals Women in Health IT to Watch in 2022. Ms. Landers currently serves as a Senior Associate for OPEN MINDS

Before joining OPEN MINDS, Ms. Landers was the Chief Marketing Officerfor Concord Technologies. She served as a member of the executive team, responsible for a 5 million dollar budget, strategy development, and execution to deliver engagement and pipeline creation necessary to deliver desired revenue at a targeted EBITDA.

Previously, Ms. Landers served as Director of Marketingfor Qualifacts Systems, Inc., a technology and services company serving the behavioral health and human services market. In this position, Ms. Landers led a marketing organization responsible for brand and marketing strategy, go-to-market planning, sales enablement, and multi-channel demand generation programming that consistently delivered year-over-year growth. 

Prior to joining Qualifacts, Ms. Landers served as Marketing Directorfor HealthTeacher, Inc, a leading interactive provider of healthy activities that improve children’s lives. As the marketing director, Ms. Landers led the complete life-cycle of the national marketing strategy for all customer acquisition and retention initiatives. In addition, she was responsible for strategic planning, budget creation, market analysis, product positioning, branding, sales tool creation, campaign development, execution, and measurement.

Previously, Ms. Landers served as Senior Marketing Managerfor Quorum Health Resources, hospital management and consulting company, responsible for strategic planning, coordination, and execution of all marketing for the QHR Learning Institute.

Ms. Landers served as Marketing Directorto Connective Health, a healthcare technology startup serving physicians, hospitals and health systems, and educators, and as Interim Marketing Directorfor Stinger Medical, a point-of-care technology company. 

Ms. Landers received her Bachelor of Science with Double Major in Cognitive Studies and Music and is currently pursuing her MBA at Middle Tennessee State University. 


1:30 pm – 2:15 pm PT

Post Lunch Pick Me Up

Milan (Exhibit Hall) (Networking)

Come check out this sweet break in the exhibit hall, featuring Double Chocolate Fudge Brownies, Sliced Fruit, and an Ice Cream Cart with Assorted Ice Cream Sandwiches! Be sure to visit all of the great exhibit booths while you’re here and fill your raffle card!


1:45 pm – 4:00 pm PT

Preparing For CalAIM – Building The Tech Infrastructure Needed For Success In An Integrated, Hybrid, & Value-Based CalAIM Service Delivery System

Milan 7 (Executive Seminar)

The California Advancing and Innovating Medi-Cal (CalAIM) initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. The policy goals of CalAIM are to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through value-based initiatives, payment reform, and integrated approaches for behavioral health, addiction treatment, and primary care for complex populations. In the multi-year implementation, some of the provisions go live on January 1, 2022, including new contracts with specialty provider organizations to deliver Enhanced Case Management and Community Supports (In Lieu of Services) for adult SMI populations. The final provisions are projected to go live by 2027.

One big question for specialty and primary care organizations executives is how to enhance their current tech infrastructure for success under CalAIM. There are new challenges created by the expectations of services that coordinate consumer services across levels of care – using digital tools for care coordination and service delivery. Additionally, new reimbursement models create another level of complexity. The session will cover:

  • The likely requirements for integrated care coordination under CalAIM
  • The technology functionality required to participate in integrated care, offer digital services, and accept value-based reimbursement under CalAIM
  • A panel discussion of executives from California specialty provider organizations on their plans for technology investment and current use of technology to deliver services under CalAIM.

Jacquelyn H. Torres

Jacquelyn H. Torres is the Executive Director of New Business at Pacific Clinics. In this capacity, she is responsible for implementing new and innovative programs that expand Pacific Clinics’ work and commitment to wellness in communities. Jacquelyn currently supports the operational installation of Pacific Clinics’ CalAIM services, including delivery of Enhanced Care Management (ECM) and Community Supports (CS). Jacquelyn is experienced in the complex impact of trauma on youth and families and has a passion for working with the healthcare and education systems. Having worked at the agency since 2008, Jacquelyn has held various roles, including Senior Clinical Director where she provided behavioral health care to support individuals in crisis, including unhoused families and children impacted by multiple social determinates of health. Jacquelyn’s background includes expertise in school-based mental health, including MTSS implementation, as well as Behavioral Health Integration (BHI) in the primary care setting. A Licensed Marriage and Family Therapist (LMFT), Jacquelyn has a master’s degree in Clinical Psychology from San Jose State University.

Edward R. Amey, MS

Having been in executive leadership roles for over 18 years; Edward believes one of the fundamental ways to strengthen our community is through purposeful efforts to build trustworthy and accountable teams.  By providing safe and diverse venues in which to grow and learn, we can prepare leaders in the community who are living examples of compassion in action. Within our companies are the global thought leaders and change agents of tomorrow.

Throughout his career, Edward has worked with children, teens, individuals, and families in various walks of life; as a coach, crisis counselor, social worker, therapist, teacher, adoption services supervisor, and program director.  He has been a member of several boards, as well as serving as the Executive Director of The Concordia Schools – Los Angeles, the Managing Director for The Institute for the Redesign of Learning, and now as the CEO of Jay Nolan Community Services.

Edward has led multiple organizations to financial prosperity, through digital and cultural change, by focusing on the greatest asset they have, their staff.  He is committed to helping the leaders in our communities and companies to drive lasting positive change and grow personally in the process.

Rachel McClements

Dr. Rachel McClements, Psy.D. serves as the Chief Operating Officer at Five Acres and is responsible and accountable for the administration, coordination, development, and implementation of all agency operational activities. As a result-oriented executive, she provides the leadership, management, and vision necessary to ensure each department is working towards achieving the agency’s strategic targets and objectives. Her constructive and energetic style provides effective, inspiring leadership that promotes a culture of high-performing teams who value learning and a commitment to quality.

Dr. McClements also serves as the Chief Clinical Officer and is responsible for the direction and management of the agency’s overall clinical and mental health service delivery, steering the organization in the development and maintenance of effective therapeutic practices. As a licensed clinical psychologist, she is an invited speaker to conferences and workshops throughout the United States. Dr. McClements received her B.Sc. at Reading University in England and her M.A. and doctorate from the California School of Professional Psychology, Los Angeles.

Eugene Straub

Eugene Straub is a seasoned finance and operations executive with over 30 years of experience working with organizations in both the for-profit and nonprofit sectors. He has held senior management positions at 20th Century Fox, Larchmont Schools, CWC Schools, Break the Cycle and Granada Hills Charter High School, and has used his financial and operational experience to support the growth, sustainability, and profitable operations of these organizations. Mr. Straub has been involved in the development, launch and management of more than a dozen charter schools now serving more than 6,000 students, and programs that have served tens of thousands of low-income children and families. In addition to his professional responsibilities, he currently serves on California Statewide Communities Development Corporation Advisory Board and has served as a board member of a number of non-profit organizations.

Richard Louis, III

Richard Louis, III, brings extensive experience in public and for-profit behavioral healthcare administration and business development to the OPEN MINDS team. Mr. Louis was formerly the Executive Director of Strategic Development and Planning, Pacific Region, for Providence Service Corporation.

Prior to OPEN MINDS, Mr. Louis served as the Assistant Director of the San Bernardino County Department of Behavioral Health, the 4th largest county behavioral health system in California, where he was responsible for day-to-day operations of a system serving over 50,000 unduplicated consumers annually through 31 county-operated facilities and 60 contract provider organizations.

Prior to his work with San Bernardino County, Mr. Louis was the Vice President of Government Operations for College Health Enterprises. In this role, he pioneered the development of public sector partnerships, contracts, and community mental health system joint ventures in California by creating some of the first inpatient psychiatric hospital-based, outpatient, day treatment, and institutional specialty treatment programs for county, state, and federal government agencies including L.A. County Department of Mental Health, L.A. County Probation Department, California Youth Authority, California Department of Developmental Disabilities, California Department of Corrections & Rehabilitation, and U.S. Immigration Customs Enforcement/Homeland Security.

Mr. Louis has served in a number of leadership roles with several organizations in the community including: the California Hospital Association – Center for Behavioral Health, Advisory Board, and SCAN Health Plan – Advisory Board; the Board of Directors of the Forensic Mental Health Association of California, College Hospitals, and the Intercommunity Child Guidance Center of Whittier; and testified on behalf of the National Association of Psychiatric Healthcare Systems before President Bush’s New Freedom Commission on Mental Health. Mr. Louis is currently a volunteer police officer with the City of Monterey Park Police Department in East Los Angeles serving since 1987 and currently holds the rank of Captain. Mr. Louis was recently appointed to the City of Claremont Police Commission in Los Angeles County.

He is a graduate of Whittier College and of the Police Academy of Rio Hondo College.


2:15 pm – 3:45 pm PT

The Future Is Now – Current Innovative Uses Of AI

Molise 4, 5 (Topical Case Study)

Artificial Intelligence (AI) does not mean the imminent takeover by robots. What it means is that you can utilize technology to create more intelligent and efficient workflows, solve staffing issues, and access enhanced analytics to inform your organization’s decision-making. Predictive analytics, machine learning, and AI are already in use. Learn from organizations that have embraced these new technologies and changes and how it’s positively transformed their organization, along with the challenges they faced to get there. This session will focus on:

• The benefits and challenges of AI
• Examples of provider organization experiences implementing and using AI
• Streamlining administrative and clinical functions through AI

Rachel Wood, Ph.D.

Rachel Wood, PhD, Vice President of Learning Health Systems for Discovery Behavioral Health, is a licensed clinical psychologist in the behavioral health field for more than twenty years. She has provided direct service for children, adolescents and adults in various levels of care including outpatient, intensive outpatient and partial hospitalization programs, sub-acute residential and acute inpatient.  During her time at Discovery, Rachel spent many years overseeing the Admissions and Payer Relations Departments where she implemented nationwide medical necessity level of care guidelines and drove Discovery’s national insurance contracting efforts.  In her current position, Rachel’s focus is to leverage technology to gather evidence and develop predictive models to improve care, access, and outcomes.

Rachel’s current programs utilize asynchronous, patient-led platforms that increase the frequency and intensity of support following discharge and afford real-time intervention for at risk alumni.  In March 2020, as Director of Alumni Services, Dr. Wood launched Discovery’s mobile support apps allowing alumni and families to remain connected to staff, obtain recovery resources and educational content, and offer and receive around the clock peer support following discharge.  The app is an extension of the in-person alumni programs offered by Discovery to provide a supportive community that fosters long-term recovery. Rachel received her Doctor of Philosophy in Clinical Psychology and Master of Arts in Clinical Psychology from the California School of Professional Psychology, San Francisco.  She completed the International Scholars Program at Imperial College London, England. Her dissertation on the relationship between personality and scientific predilection and theory was presented at the International Conference for the Psychology of Science & Technology.

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Mastering Performance: Using Analytics To Monitor Value & Transform Service Delivery

Molise 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

Managing performance using metrics has never been more important. Executive teams and managers need real-time, actionable metrics to adjust strategic initiatives and investments. To manage the performance of service delivery. To improve efficiency. To succeed with value-based reimbursement. In this session, learn how to create a data-driven culture and build the metrics systems that work.

Randall Haskins, MHA

Randall Haskins, MHA, has more than 25 years of experience in the non-profit behavioral health field in Ohio. This service has been across a variety of administrative domains: the application of technology to behavioral health, data and analytics, financial leadership, and program development.   Mr. Haskins had previously served as Chief Information Officer with Integrated Services for Behavioral Health with track record in development of innovative tools to streamline processes, promote efficiency and quality, and increase access to care.   As Chief Operating Officer, Mr. Haskins has overseen the implementation of several major grants and a major State of Ohio at-risk youth initiative across 21 counties in Southeast and Central Ohio. Randall has a Bachelor’s in History from the University of Dayton and a Master’s in Health Administration from the University of Cincinnati.

Joseph P. Naughton-Travers, EdM

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.


4:00 pm – 5:00 pm PT

Capitalizing On Your ROI: Driving Your Strategic Technology Investments

Molise 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

So many new technologies – and they all demand financial and human resources. How do executive teams make a decision about the right investment? Ken Carr, OPEN MINDS Senior Associate, will walk through the strategic technology alignment process – from the technologies needed to support your strategic plan, to budgeting, to an analysis of return on investment.

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, 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.

Leveraging AI To Improve Referral & Intake Management In Behavioral Health With Concord Care Intake

Modena 1 (Product Theater)

Sponsored By Concord Technologies

In this sneak peek of Concord’s new intake management solution, Concord’s Director of Product Management, Shawn Brockman, will demonstrate how artificial intelligence and user-centric solution design can help to better identify appropriate referrals, speed their processing, and get patients the care they need faster.  

*Join Us For Happy Hour!* In addition, Concord will be hosting a happy hour with beverages and hor ‘douvres during the demonstration! Come join them for some fun while you learn!

Shawn Brockman

Shawn Brockman is the Director of Healthcare Strategy and Applications for Concord Technologies. He is a registered nurse with 20 years of experience in healthcare information technology. He has designed and developed products for consumer and enterprise business spanning multiple geographies.

His career has focused on improving patient care and outcomes along with the overall effectiveness of healthcare delivery. He has led the development of products – from market research to product launch – at companies such as Microsoft, GE Healthcare, and PointClickCare, ranging from home health applications to care coordination and medical management solutions.

Dr. Scott Huntington, Ph.D., LPC, CSAS, ICS

Scott Huntington received his Ph.D. in Clinical Psychology from Walden University, Master’s Degree in Clinical Psychology from Pepperdine University, and a Bachelor’s Degree in Psychology from University of Redlands.  Dr. Huntington is also a Licensed Professional Counselor since 2003, Clinical Substance Abuse Counselor since 2001, and an Independent Clinical Supervisor since 2006.  Dr. Huntington is a clinical leader offering over twenty years’ experience working with various populations and services for those with Intellectual and Developmental Disabilities, Mental Health/Psychiatric Diagnoses, and Addictions.  His career work entails running a clinical practice, developing clinical programs, conducting psychological evaluations, managing multi-state programs, developing organizational KPIs, providing executive clinical supervision, developing strategic plans, and an instructor at a local college. Dr. Huntington runs his own business SDH Consulting, LLC where he works with other companies within the Behavioral Health sector in assisting with due diligence, providing clinical operation support, and developing clinical management processes. 


4:00 pm – 5:30 pm PT

Pick Me! Pick Me! Using Technology To Become The Provider Of Choice

Milan 4, 5 (Topical Case Study)

So, you want to become the provider of choice. Where do you start, and how do you use technology to help you get there? It comes down to both digital marketing and the consumer experience. You know your organization provides quality care, and you can prove it. But the path to becoming a provider of choice is less clear, and you need to start by being able to tell the story of your organization. Detailing the vision of where you want to go and what you want your organization’s reputation to look like will get you on the path to becoming a provider of choice, but you need to incorporate the tools that will help you achieve that goal. Learn how to position your organization through digital marketing to open the door to new opportunities, reach, and influence in future affiliations and partnerships in providing quality care. Topics covered will include:

• Elements for creating a digital marketing plan
• Telling your organization’s story and showing its value
• Digital tools for becoming a provider of choice

John Sheehan, MBA, FACHIE

John joined Mind Springs Health and West Springs Hospital as Chief Executive Officer in August of 2022, bringing with him more than 25 years of experience within the behavioral health field.

Having started his career as a Mental Health Tech and working his way up through various management and executive level positions, John has vast knowledge of the healthcare industry and the importance of behavioral health as a key component of the healthcare system.  John has executive experience with various aspects of mental health organizations and has been particularly innovative in the areas of inpatient care and telehealth integration.

Prior to joining Mind Springs Health, John led one of the oldest Health Information Exchanges (HIE) in the country, the Rochester RHIO, where he and his team helped re-design the value-based health care system in anticipation of being awarded one of the largest 1115 waivers ever granted by the Federal Government.

For seven years, John served as the CEO of Harbor Toledo, one of the largest behavioral health providers in the Midwest, with 30+ treatment locations in Ohio, Michigan, and Virginia. Prior to his time at Harbor Toledo, John was the Vice President of Behavioral Health Services for BayCare Health System based in Clearwater, Florida, the largest non-profit private provider of inpatient care in the State of Florida.

John’s Mentor is Frank Murphy, the founding CEO of BayCare and a life-long advocate for mental health and its integration into the healthcare system.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Deanne Cornette

Deanne Cornette, MHA, GPC, brings over 20 years of experience in the behavioral health field.  Ms.Cornette currently serves as a Senior Associate for OPEN MINDS and brings to the OPEN MINDS team noted expertise in strategic planning, grant writing and revenue development.

Previously, Ms. Cornette was the Vice President of Strategic Development for Tampa Family Health Centers, a Federally Qualified Healthcare Center. In this role, she managed grants, contracts, front desk operations, training, quality assurance special assignments (risk assessments and responses to complaints), credentialing and billing functions.  In a very short time period, she successfully procured funding to integrate behavioral health services, brought a system of processes to track health indicators and improve value-based care payment and service and became proficient in utilizing HRSA’s reporting portals.

As Counsel for Strategic Development at Agency for Community Treatment Services, Inc. (ACTS) and Vice President of Business Development for Gracepoint (merger), Ms. Cornette directed strategic development, contract negotiations, revenue development, marketing and grants.  In this capacity, she targeted funding sources and built a lucrative cash flow that provided needed services to vulnerable populations in need of behavioral health treatment.

Some of her most successful negotiations created best practice services for veteran’s programs, women’s services, as well those involved with the criminal justice system. Her portfolio includes a wide array of awards from a multitude of agencies including, but not limited to: SAMHSA, HUD, Centers for Medicaid, and the Department of Transportation and collaborations with private, non-profit and government entities.  Most recently, she worked with Gracepoint to develop Hillsborough’s Centralized Receiving Facility, one of the first funded in the State of Florida.  From a system of care for jail diversion to evidence based practices for individuals who are homeless with behavioral health needs, her awards have netted over $80 million dollars to our community.

In addition, Ms. Cornette served as the Vice President for the National Contract Management Association Suncoast Chapter, Vice President of ACTS Affordable Housing Board of Directors, Vice President of ACTS Foundation Board of Directors, and was a member of Hillsborough County Health Care Advisory Board.​ She is the recipient of University of South Florida’s 2018 Florida Outstanding Women of the Year in Public Health. Her Centralized Receiving Facility collaborative won a 2018 WEDU PBS Be Brilliant / Innovation Award.  Her concept of Housing, Engagement and Retention Tenancy (HEART) program won the 2018 Heart for Homeless award through the Housing and Education Alliance.

Ms. Cornette received her Bachelor of Arts in Psychology and her Masters Degree in Health Administration from the University of South Florida.

Extreme Usability: Improving The Workforce Experience – Tech Innovations For The Business, Clinician & Beyond

Molise 4, 5 (Knowledge Partner Session)

Sponsored by Netsmart

By combining clinical and IT perspectives with a modern, easy-to-use, intuitive user experience, agencies are able to drive processes that result in better outcomes and efficiencies. In this Knowledge Partner session sponsored by Netsmart, you will  learn how healthcare technology has become a tool to attract, engage, and retain staff while maximizing reimbursement and improving care. With end user experience at the forefront, time spent on administrative tasks are dramatically reduced so clinicians can focus on delivering care as well as harnessing the power of the ecosystem around the EHR.

In this session, you will hear about:

  • How digital tools not only enhance clinical care, but improve revenue and compliance simultaneously
  • How organizations are reducing documentation by 50% utilizing artificial intelligence (AI) and natural language processing (NLP) to drive efficiency, productivity, and staff retention
  • How Mobile dispatch technology is enabling faster response times and enhancing client and staff satisfaction

*Popcorn will be available in this session!

Scott Green

Scott Green is senior vice president of Netsmart’s CareGuidanceTM Solution Suite.In this role, he works closely to create value-added solutions that enable clients to participate in emerging models of care. Green currently manages the teams charged with driving the company’s interoperability, population health, consumer engagement and analytics operations, as well as developing partnerships that bring new clinical content to clients. Mr. Green works closely with client partners to ensure the CareGuidance portfolio aligns to the evolving needs of Value Based Care.

Prior to joining Netsmart, Green held various roles with Pfizer Pharmaceuticals, including government relations, marketing and sales, and as part of the integrated delivery systems team. In the latter role, he worked with executive, quality and clinical leadership from the integrated delivery systems market to develop innovative medication adherence and quality programs that drove standardization in care and with the goal of improved outcomes.

Green holds a bachelor’s degree in industrial psychology from Kansas State University, and a graduate certificate in healthcare leadership from Park University. He says he makes every day matter by “striving to bring to life solutions that harvest the value our clients receive from the investment they make in technology.”

Amy Radtke

Chris Yakscoe

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.


5:00 pm – 5:30 pm PT

OPEN MINDS Technology Requirements Checklist – 18 Must-Have Capabilities

Molise 1, 2, 3 (CEO Technology Summit: Leading & Competing In A Digital Age)

In this wrap-up session, the OPEN MINDS faculty will lead a discussion of how executive teams should approach the digital transformation needed for strategic success. They will review the OPEN MINDS 18-domain checklist and expand on how executive teams can assess their current technology-based management capabilities and gaps in meeting strategic growth and future goals and requirements.

Joseph P. Naughton-Travers, EdM

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.


5:30 pm – 6:30 pm PT

Executive Networking Reception

Milan (Exhibit Hall) (Networking)

Enjoy a cocktail and hor-d’oeuvres, and unwind with peers, speakers and exhibitors during the executive networking reception!


7:00 am – 8:00 am PT

Executive Breakfast

Milan (Exhibit Hall) (Networking)

Start the day off right with breakfast in the exhibit hall!


8:00 am – 9:00 am PT

Connecting The Dots: How North Carolina Is Creating A Statewide Coordinated Network For Whole Person Health

Molise 1, 2, 3 (Keynote)

Connecting health care and human services to deliver whole person health is an issue North Carolina is tackling head-on. They have big plans for what this means, and by doing so, they will be able to improve systems of care. One way they are doing this is through a shared technology platform, NCCARE360. This system is one of the tools that will allow the state to continue to break down siloes while giving providers the tools, resources, and visibility they need to care for the whole person, improve health outcomes, and decrease health care costs. Our keynote speaker is optimistic that this is just one of a series of pragmatic steps and tools that will help us move to not just buying health care, but buying health. Join us to learn how Dr. Tilson helped turn this big idea into action and the implications for specialty provider groups looking to answer the call to create a cohesive network of care for people.

Elizabeth Cuervo Tilson, M.D., MPH

Elizabeth Cuervo Tilson serves North Carolina as the State Health Director and the Chief Medical Officer for the Department of Health and Human Services.  In this role, she promotes public health and prevention activities, as well as provides guidance and oversight on a variety of cross-Departmental issues including the COVID-19 Pandemic Response, the Opioid Epidemic, Early Childhood, Medicaid Transformation, and addressing Social Drivers of Health.

Prior roles include serving as the Medical Director of Community Care of Wake and Johnston Counties, Chief Network Medical Director for Community Care of North Carolina, and Assistant Consulting Professor and Cancer Control Specialist with Duke University Medical Center. Dr. Tilson practiced primary care pediatrics for 26 years and has been active in leadership roles in many local, state, and national pediatric, public health and preventive medicine organizations. 

Dr. Tilson is a graduate of Dartmouth College (BA), Johns Hopkins University School of Medicine (MD), and the University of North Carolina – Chapel Hill (MPH).  She completed Residencies and is board certified in both Pediatrics and General Preventive Medicine/Public Health.

Sharon Hicks

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.


9:15 am – 10:15 am PT

Thought Leader Discussion With Elizabeth Cuervo Tilson, M.D., MPH, State Health Director & Chief Medical Officer, North Carolina Department of Health & Human Services

Milan 7 (Thought Leader Discussion)

Join us to continue the discussion with our keynote speaker and have the opportunity to ask your questions.

Elizabeth Cuervo Tilson, M.D., MPH

Elizabeth Cuervo Tilson serves North Carolina as the State Health Director and the Chief Medical Officer for the Department of Health and Human Services.  In this role, she promotes public health and prevention activities, as well as provides guidance and oversight on a variety of cross-Departmental issues including the COVID-19 Pandemic Response, the Opioid Epidemic, Early Childhood, Medicaid Transformation, and addressing Social Drivers of Health.

Prior roles include serving as the Medical Director of Community Care of Wake and Johnston Counties, Chief Network Medical Director for Community Care of North Carolina, and Assistant Consulting Professor and Cancer Control Specialist with Duke University Medical Center. Dr. Tilson practiced primary care pediatrics for 26 years and has been active in leadership roles in many local, state, and national pediatric, public health and preventive medicine organizations. 

Dr. Tilson is a graduate of Dartmouth College (BA), Johns Hopkins University School of Medicine (MD), and the University of North Carolina – Chapel Hill (MPH).  She completed Residencies and is board certified in both Pediatrics and General Preventive Medicine/Public Health.

Sharon Hicks

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.


9:15 am – 10:45 am PT

Integration Of Platform Components: Thinking Beyond Your EHR

Milan 4, 5 (Topical Case Study)

If you are looking for a complete solution for your platform components, this goes beyond just an EHR selection. The process of deciding which components fit into your tech and business strategy and offer the efficiency, efficacy, and value you hope to produce by having multiple features and seamless platform functionality is complex. Knowing which key performance indicators to track, monitoring those KPIs, and your return on investment will help inform your purchase decisions. Hear from an organization that navigated this decision pathway and how it’s going for them.

• Learn about new technology advancements that align with your strategy and offer value beyond basic EHR functionality
• Explore how to utilize ROI methodology to assist in buying decisions, buy vs. build decisions and insourcing/outsourcing decisions
• Discover one agency’s journey to realize return on investment through business and technology optimization efforts

Judi London

Karen Lindgren, Ph.D.

Andrew Bronson

Mr. Bronson is the Vice-President of Information Services for Mental Health Partners. He graduated from University of New Hampshire with a degree in Electrical Engineering Systems. He has over 25 years of experience within software engineering, infrastructure and client management.

Kate Benedetto

Kate Benedetto is an IS Business Analyst at Mental Health Partners. She has been with the Boulder, CO-based nonprofit agency since 2015, where she has facilitated SmartCare implementation and managed both the EHR and Office 365 stack. She is a graduate of the City University of New York’s John Jay College of Criminal Justice and has nearly 15 years of experience in behavioral health, including mental health and substance use direct client care, revenue cycle support, and strategic planning.

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Joseph P. Naughton-Travers, EdM

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.

Harnessing The Power Of Digital Therapeutics In Pediatrics

Molise 4, 5 (Knowledge Partner Session)

Sponsored By Akili

The ongoing cognitive health crisis continues to be a clinical and economic burden in the United States. Millions of people do not receive adequate treatment for cognitive impairment. For example, research has shown that the inattention and focusing difficulty seen in people with ADHD contribute to its classification as a cognitive impairment, but a general lack of awareness of these issues leads some to see ADHD as purely behavioral. This misappropriation has a negative effect on over 16 million people who have been diagnosed with ADHD in the United States, including over 6 million children. Although traditional ADHD management combines medications and psychosocial services, in many cases these treatments alone do not sufficiently manage ADHD symptoms. There is a need for a novel approach to treating ADHD that can complement a multimodal treatment plan.

Everyone deserves to have access to new and innovative treatments that address gaps in the current treatment landscape. But where do PDTx fit within the ADHD treatment protocol? How do they elevate the standard of care in ADHD? This session will highlight the role of PDTx in the management of ADHD with a focus on gaps in the current standard of care and strategies to navigate the access landscape for PDTx.

Learning Objectives: Upon completion of this discussion, participants should be able to:

  • Understand the cognitive health crisis that exists today and the promise of PDTx to provide a solution
  • Discuss ADHD and the gaps within the current standard of care
  • Discuss how the technology is advancing the treatment protocol of current PDTx to treat ADHD
  • Understand how the data behind PTDx is being utilized to advance treatment

Copyright © 2022 Akili Interactive Labs, Inc. All rights reserved. Privacy Notice. US-00630 8/22

*Assorted biscotti will be available as a morning break during this session!

Stephanie Roberts

Claudia Villena

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Leveraging Your EHR To Accommodate The “No Surprises Act”

Molise 1 (Knowledge Partner Session)

Sponsored By Qualifacts

While many state Medicaid programs have had balance billing regulations in place for ten or more years, the “No Surprises Act” has many nuances that impact behavioral health agencies, particularly in the area of compliance. Join Tammy Selleck, Senior Manager of Revenue Cycle Management Services for Qualifacts as she reviews the “No Surprises Act” and its impact on our market with an emphasis on factors appearing within the first year of implementation, lessons learned from past implementations, and subtle implications behavioral health providers must consider in regards to compliance.

Discussion of the act and its compliance requirements include:

  • Lessons learned from the initial period of implementation
  • Nuances behavioral health agencies must to be aware of to maintain compliance
  • Tools your EHR should have to help you comply with the “No Surprises Act”

*Join us for French Macarons during this session!

Tammy Selleck

Leveraging her extensive background as a public accountant and controller for a community mental health center, during her time with Credible Tammy brought 78 agencies live including seven in new states and 22 with RCMS (outsourced billing). She was a leader in integrating Change Healthcare with Credible, streamlining many billing processes along the way. She also redesigned the billing workflows to align with the platform’s best practices, using that opportunity to create the “Credible Billing: Step By Step” documentation. She currently oversees more than $120 million in Qualifacts Revenue Cycle Management Services. Tammy has earned a BS in Business Accounting and an MBA, both from Indiana University.

Allegra Landers

Allegra Landers brings over 18 years of experience in strategic healthcare marketing to OPEN MINDS. Ms. Landers is a team builder and revenue-oriented marketer recognized in Becker’s Hospitals Women in Health IT to Watch in 2022. Ms. Landers currently serves as a Senior Associate for OPEN MINDS

Before joining OPEN MINDS, Ms. Landers was the Chief Marketing Officerfor Concord Technologies. She served as a member of the executive team, responsible for a 5 million dollar budget, strategy development, and execution to deliver engagement and pipeline creation necessary to deliver desired revenue at a targeted EBITDA.

Previously, Ms. Landers served as Director of Marketingfor Qualifacts Systems, Inc., a technology and services company serving the behavioral health and human services market. In this position, Ms. Landers led a marketing organization responsible for brand and marketing strategy, go-to-market planning, sales enablement, and multi-channel demand generation programming that consistently delivered year-over-year growth. 

Prior to joining Qualifacts, Ms. Landers served as Marketing Directorfor HealthTeacher, Inc, a leading interactive provider of healthy activities that improve children’s lives. As the marketing director, Ms. Landers led the complete life-cycle of the national marketing strategy for all customer acquisition and retention initiatives. In addition, she was responsible for strategic planning, budget creation, market analysis, product positioning, branding, sales tool creation, campaign development, execution, and measurement.

Previously, Ms. Landers served as Senior Marketing Managerfor Quorum Health Resources, hospital management and consulting company, responsible for strategic planning, coordination, and execution of all marketing for the QHR Learning Institute.

Ms. Landers served as Marketing Directorto Connective Health, a healthcare technology startup serving physicians, hospitals and health systems, and educators, and as Interim Marketing Directorfor Stinger Medical, a point-of-care technology company. 

Ms. Landers received her Bachelor of Science with Double Major in Cognitive Studies and Music and is currently pursuing her MBA at Middle Tennessee State University. 


11:00 am – 12:00 pm PT

Achieving Powerful Insights Into Your EHR Data With CareLogic BI By Qualifacts

Molise 1 (Product Theater)

Sponsored By Qualifacts

With growing demands for more data driven decisions and performance improvement, business intelligence has never been more important. In this session, attendees will learn how CareLogic BI by Qualifacts can help your organization establish key metrics and build dashboards that meet needs across your organization from client specific dashboards to organization health dashboards.

*Chocolate dipped pretzel sticks will be served during this session!

Christy Winter

Christy serves as a Product Director at Qualifacts and is responsible for the clinical and reporting/analytics products. Additionally, she has 12+ years’ experience in program evaluation, practice-based research, outcomes measurement, and quality improvement experience in the provider setting. Christy has a Bachelor’s in Psychology and a Master’s in Social Work.


11:00 am – 12:15 pm PT

“Technology Budgeting” – The Hardware, The Software, The People

Molise 4, 5 (CFO Consortium Session)

Sponsored by NextGen Healthcare

Sifting through the chatter about the latest hardware and software products can be difficult with a limited capacity and bandwidth to analyze the many decision points in purchasing technology. Whether looking at tech solutions, staffing needs, or insourcing versus outsourcing, these decision points on how and where to invest in technology can appear daunting. However, with a tech strategy in place, you can begin to determine which jobs are needed for the appropriate tech components and changes you wish to implement. Learn more in this session about:

• How to incorporate and build a tech strategy
• How to budget for technology needs
• Weighing the options and prioritizing technology purchases

*Warm mini pretzels and dipping sauces will be available during this session!

Troy Brindle

Troy L. Brindle, LCSW served as Co-Owner & Vice-President for Springfield Psychological, helping the company grow to the largest outpatient practice in Pennsylvania. Troy is currently providing consultation services for Refresh Mental Health to expand his Behavioral Health Integration services nationally and is their corporate Vice President of Behavioral Health Integration. Troy received his BSW from Cairn University and his Master’s in Social Work from Rutgers University where he was inducted into the Alpha Delta Mu National Honor Society.

Troy has served on the NASW-PA board of directors since 2011 in a variety of capacities including President, and currently as Chair for the Clinical Care Committee. Troy is a founding member of the steering committee, in addition to serving as Chair of the Service Innovation task force for the Coalition for the Commonhealth. Additionally, Troy serves on the National Board of Directors for the National Association of Social Workers in Washington D.C. Troy served on the Access Services Board of Directors from 2017-2018.

In 2015, Troy received the Alumni Recognition Award from Cairn University. In January of 2018, Troy was featured on the nationally televised Informed Series with Rob Lowe for his pioneering work in founding, integrating, and directing behavioral health services within over 78 primary care and medical specialty settings in southeastern PA and NJ. In May of 2018, Troy was recognized by the International Association of Healthcare Professionals for his cutting-edge work in the field of Integrated Behavioral Healthcare. In September 2019, he was the recipient of the Rehabilitation and Community Provider Association (RCPA) “Innovation Award” for the Commonwealth of Pennsylvania for his pioneering work in Behavioral Health Integration.

Troy is a highly sought after speaker for local, state and national conferences and has contributed to several publications and professional articles on a variety of clinical topics over the past twenty years. He enjoys spending time with his wife Suzanne and two daughters Brianna and Kyra, serving as president of the Haverford Township Softball League, coaching softball, serving in his local church, teaching undergraduate courses, and enjoying the outdoors.

John Falsetti

Mr. Falsetti is currently the Chief Information Officer for Maryville Academy. A child welfare agency based in Des Plaines, Illinois. John brings over 25 years of information services management experience in the health and human services field to the OPEN MINDS team. His areas of expertise include managing all areas of technology and information services, IT strategic planning, staff development, database development and warehousing, electronic health record (EHR) development and implementation, voice/data infrastructures, helpdesk and user training, business intelligence, and process re-engineering.

Ken Carr

Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.

Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.

Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, 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.

Ray Wolfe, J.D.

Raymond “Ray” Wolfe, J.D. brings over 40 years of experience in the health and human services sector to the OPEN MINDS team. Mr. Wolfe currently serves as a Senior Associate, a position in which he utilizes his expertise to successfully lead varying projects for OPEN MINDS. His areas of expertise include financial analysis and management, mergers and acquisitions, performance improvement, and strategic planning.

Before joining OPEN MINDS, Mr. Wolfe served in a 22 year tenure with Pittsburgh Mercy Health System in Pittsburgh, Pennsylvania. Most recently, Mr. Wolfe served as the organization’s Chief Operating Officer (COO) where he was responsible for oversight of all system operations, strategic planning, and performance management. Under his direction Pittsburgh Mercy achieved over $850K in value-based reimbursement contract quality bonus awards, integrated three organizations through merger/acquisition, and adopted a new performance management program for managers.

Before acting as Pittsburgh Mercy’s COO, Mr. Wolfe served as the organization’s Chief Financial Officer (CFO) and was responsible for the development of internal costing methodologies, contract rate negotiations, and financial forecasting activities. In addition, he coordinated an integrated care program with local partner hospitals to develop a series of diversion and respite programs, as well as, specialized primary care, integrated care management and high utilizer teams, while maintaining 15 straight years profitability.

Mr. Wolfe was promoted to CFO after serving as the Director of Fiscal and Information Security/Compliance for the health system. In this role, he was responsible for managing the transition of service contracts from fee-for-service (FFS), leading all compliance activities, and implementing a next generation electronic health record (EHR) system.

Prior to his time at Pittsburgh Mercy Health System, Mr. Wolfe served as Chief Fiscal Officer with the Summit Center for Human Development in Clarksburg, West Virginia, where he was responsible for reporting and budgeting functions and preparing Summit Center’s programs for FFS billing.

Previously, Mr. Wolfe served in billing and collections for two Pennsylvania-based hospitals. First, as an Accounts Receivables Manager for Brownsville General Hospital in Brownsville, PA, where he managed the accounting and billing system transition systems. Later as a Patient Account Manager for St. Francis Medical Center in Pittsburgh, PA, where he improved collections to hit 95% rate through the implementation of new billing software and department reorganization.

Prior to working in the health and human services market, Mr. Wolfe spent five years practicing as a Lawyer with at Law Offices of Arch A. Moore in Moundsville, WV. In this role he provided general legal practice, created and established bylaws for multiple corporation, and handled West Virginia licensing of first vision insurance plan.

Mr. Wolfe earned his Juris Doctor from the West Virginia University School of Law in Morgantown, WV and his Bachelor’s degree with a focus in Political Science and Sociology from West Liberty University, in Wheeling, WV, where he graduated Magna Cum Laude.

Optimize Working With Health Plans – Building The Team & The Infrastructure For Changing Reimbursement Models

Milan 4, 5 (Best Practices Session)

Sponsored By Social Current

Health benefits are increasingly being managed by health plans – over 50% of Medicare beneficiaries and over 85% of Medicaid beneficiaries get their benefits through a health plan. Most health and human services provider organizations need to work with health plans – either through direct contracting as part of their service delivery network or by getting referrals. This briefing is designed to provide an executive overview of the changing role of health plans in the health and human service system – and the organizational competencies needed to participate in managed care and in the changing health plan reimbursement models. The OPEN MINDS team will walk participants through The OPEN MINDS Value-Based Reimbursement Readiness Assessment and provide detailed insights on health plan competency contracting.

Kim Bond, MS

Kimberly Bond, MS, LMFT, brings over thirty years of experience providing behavioral health treatment in the public and community settings to the OPEN MINDS team. She currently serves as the Executive Vice President of Business Development. In this role, Ms. Bond focuses on growing the OPEN MINDS client portfolio across all nine verticals of OPEN MINDS business.

Prior to joining OPEN MINDS, Ms. Bond served concurrently as a Program Coordinator III and Clinical Manager of Adult Services and a Program Coordinator II and Clinical Manager of Recovery Services for the Ozark Guidance Center. In these roles, Ms. Bond was responsible for the administrative and clinical oversight of the adult outpatient and adult intensive mental health services on the Springdale Campus as well as the adult recovery/co-occurring services, including domestic violence and anger management treatment.

Prior to joining the Ozark Guidance Center, Ms. Bond served as the Executive Vice President of Center Point, Inc, a large substance abuse provider agency in California. In this role, Ms. Bond was responsible for the clinical and administrative supervision of all community-based programs as well as the women and children residential programs. In addition, Ms. Bond also managed budgets, interacted with funding agencies, and built positive relationships with all stakeholders. Ms. Bond was also in charge of proposal and grant writing, staff management, and training, facilities’ licensing and certifications renewals.  Additionally, she prepared and submitted monthly, quarterly, semi-annual, and annual reports to various funders.

Previously, Ms. Bond served as the President and CEO of Mental Health Systems, Inc. Ms. Bond was very instrumental in growing the agency from $12M in annual revenue to over $100M and becoming one of the largest providers of behavioral health services in California. In this role, Bond was responsible for the strategic, clinical, financial, and administrative health of the agency, including direct supervision of Senior Executive Staff. In addition, Bond ensured contract compliance of the agency’s 125 different contracts across federal and state agencies and eight counties.

Ms. Bond received her bachelor’s degree in psychology, with honors, and her master’s degree in counseling education from San Diego State University. She is licensed as a Marriage and Family Therapist in both California and Arkansas.

Sharon Hicks

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.


12:15 pm – 1:45 pm PT

Lunch On Your Own

Networking

1:15 pm – 1:45 pm PT

Post Lunch Pick Me Up

Milan (Exhibit Hall) Networking

We’re going South of the Border with this post lunch break of guacamole, salsa, chips and other fun snacks! Join us in the exhibit hall, there’s still time to fill out your raffle cards for great prizes!


1:45 pm – 3:15 pm PT

Is Your Home Smart? Innovative Uses Of Technology In Home-Based Services

Milan 7 (Best Practices Session)

With the growth and innovation of home-based services, this area is rife with opportunities for service delivery expansion and engaging more consumers in care. The role of technology in delivering and monitoring whole-person services (medical, behavioral, and social) will continue to be a significant factor in how this sector of the care delivery market develops. Incorporating a tech strategy into your strategic plan is more important than ever. The aging and long-term supports and services field is leading the way here, and there are lessons to be learned as we see an expansion of the new ways to serve consumers with complex conditions at home. Hear from OPEN MINDS experts regarding:

• Trends in home-based care
• Opportunities for growth in home-care service lines
• Innovations, successes, and pitfalls in implementing services in the home

Sharon Hicks

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.

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Which EHR Infrastructure Is Right For Your Organization? How Different Hosting & Deployment Options Impact Performance, Security, & Cost For Behavioral Health & Human Service Organizations

Molise 4, 5 (Knowledge Partner Session)

Sponsored by Streamline

Behavioral Health and Human Services organizations have a choice of hosting and deployment options when selecting an Electronic Health Record (EHR) system. Leaders at these organizations need to know the advantages and disadvantages of these options and their possible impact on performance, security and cost. Join this Knowledge Partner session, hosted by Streamline Healthcare Solutions for expert advice on this critical IT decision.

*Deluxe snack mix will be available as an afternoon break during this session!

Andy Pitman

Andy Pitman is a director on Microsoft’s U.S. government solutions team, helping customers improve the efficiency and quality of their health and human service solutions.

More specifically, Andy is responsible for Microsoft’s state and local government health and human services strategy and vertical solutions such as Medicaid and child welfare.  In this role, Andy works with customers and partner companies to develop and implement innovations in areas such as case management, data analysis, cloud computing and devices. Previously at Microsoft, Andy led customer solutions for public safety, DMV, enterprise content management, digital archiving, voter registration and electronic identity. Prior to joining Microsoft in 2005, Andy spent almost 18 years at Accenture, where he served in a variety of roles, including leadership of Accenture’s U.S. government Microsoft solutions team; project leader for many government projects, especially in human services; leader of eGovernment offerings, including Accenture’s eGovernment Accelerator solution; and leader of Accenture’s global field software organization. Andy holds an MBA from Tulane University and a BS degree from the University of Alabama.

Matthew Chamberlain

Matt joins the Streamline Executive and Leadership team with 20+ years of sales, software development, consulting, and executive level experience in the Behavioral Health and Human Services industry. Early in his career, Matt was a software developer in PowerBuilder with Unix/Oracle back-end for EDS and worked on large state MMIS systems. After that, he joined Metrocare Services as their Solutions Architect, managing all software applications, including the EHR PsychConsult by Askesis. Matt worked at Askesis for just over nine years, where he would eventually be running the entire sales team.
Matt spent some time at OPEN MINDS as a consultant until he was brought on by Welligent, as their COO overseeing sales, customer support, customer success, and implementation. He left Welligent to start his own consulting business. Matt graduated from the University of North Texas with a degree in Information Systems. Outside of work, he has a passion for travel and music. He enjoys spending time with family and friends, playing golf, traveling around the world, and going to concerts.

Tom Remisoski

Tom Remisoski is responsible for managing the technical services and infrastructure that support our customers. Tom has over 30 years of IT experience. He began his career in the U.S. Army and went on to implement complex enterprise resource planning systems for several manufacturers including Pfizer, Whirlpool and Haworth. For the past sixteen years, Tom has focused on behavioral healthcare and has successfully implemented systems for several customers.

Tom has a Bachelors of Science in Business Information Systems from the University of Phoenix.

Carol Clayton, Ph.D.

Dr. Carol Clayton is a licensed, psychologist with 30 years of health care experience in the public and private sector, including non-profit and private practice work. Prior to joining OPEN MINDS as a Senior Consultant, she retired as the Translational Neuroscientist for Relias, where she specialized in health care solutions targeting workforce development and population health outcome improvement. Before joining Relias, Dr. Clayton was the CEO of Care Management Technologies, a health IT data analytics company. She also served as the Executive Director of the NC Council of Community Programs from 2000-2006. The NC Council is the predecessor organization to i2i.

Are You Prepared For The Next 5 Years?

Molise 1 (Knowledge Partner Session)

Sponsored By Core Solutions

In the fall of 2022 Core Solutions sponsored a technology survey fielded by OPEN MINDS to understand behavioral health organizations’ preparedness to respond to the ever changing healthcare landscape over the next 5 years. Michael R. Lardieri, LCSW , Sr. VP, Strategy will share results and insights from the response to the survey and discuss its implications for providers as they prepare to meet the challenges facing the industry.

*Join us for a treat – we’ll have mini cupcakes during this session!

Michael Lardieri

Michael Lardieri is known nationally for his expertise and vision in the behavioral health and human services arenas. Mr. Lardieri has held senior level positions at the National Council for Mental Wellbeing, Northwell Health, the largest provider of services in NY state, and the National Association for Community Health Centers. He has extensive managed care experience, and has led both private and publicly funded inpatient and outpatient organizations.

Lauren Evangelist

Lauren Evangelist brings more than 15 years of experience in marketing and business strategy, brand development, product launch and digital marketing to OPEN MINDS. Ms. Evangelist currently serves as the Executive Vice President of Partnerships

Prior to joining OPEN MINDS, Ms. Evangelist was the Vice President of Marketing & Public Relations for Tridiuum, where she developed and implemented the company’s new go-to-market sales and marketing strategy. Ms. Evangelist also developed and launched Tridiuum’s provider recruitment program in partnership with New Directions Behavioral Health (NDBH). She created the program’s acquisition strategy, marketing collateral and recruited behavioral health providers to accelerate access to care for 4M NDBH members. NDBH acquired Tridiuum based on program’s immediate impact and success.

Previously, Ms Evangelist, served as Vice President of Partnership & Loyalty Marketing with OneMain Financial in Wilmington, DE. In this role, she launched OneMain’s strategic partnerships and customer loyalty programs to generate demand for loan products, provide financial literacy, create customer engagement and enhance the OneMain customer experience.

Prior to her role at OneMain Financial, Ms. Evangelist was Senior Manager of Strategic Partnership Marketing for ShopRunner in Conshohocken, PA. In this role, she developed and executed strategic marketing programs with corporate partners like American Express, Mastercard and PayPal to acquire new ShopRunner members and drive member activation within the ShopRunner network.

Previously, Ms. Evangelist was at QVC (Qurate Retail Group) in West Chester, PA for 12 years, where she held several instrumental roles within Marketing and eCommerce. In her last role as Manager of Partner Marketing, she piloted and launched QVC’s first Co-Op Marketing program, which accounted for over $2M in incremental marketing contributions from national retailer partners like Dell, Dooney & Bourke and Vera Bradley.

Ms. Evangelist received her Bachelor of Arts in Commercial Design from Lycoming College, Williamsport, PA. She has also been a member of the Lycoming College Athletics Advisory Board since 2018.


3:15 pm – 3:45 pm PT

Raffle Prize Drawing

Milan (Exhibit Hall) (Networking)

Join us in the exhibit hall to see if you won any of the great prizes from our generous sponsors!

Paul M. Duck

Paul M. Duck brings over 30 years of experience in leadership and management focusing on managed care, health information technology organizations, strategy, business development, and market expansion, and customer experience optimization to the OPEN MINDS team.

Prior to joining OPEN MINDS, Mr. Duck served as the Vice President, Strategy & Development at Beacon Health Options. In this role, Mr. Duck led the organization’s strategy and business development efforts – responsible for a 30% increase in net revenue and initiated over $1 billion in revenue generation. Mr. Duck was active in national behavioral health initiatives as an executive of Beacon Health Options, including participating as a speaker at national and state association meetings.

Before joining Beacon Health Options, Mr. Duck was the Vice President of Business Development at Netsmart Technologies. During his tenure, Mr. Duck was responsible for business planning, including, the oversight of strategic activities including acquisitions, development, and execution of strategic initiatives, and positioning, and sales of large strategic customers. He also led the rollout of the company’s benchmarking and data analytics product suite.

Prior to Netsmart, Mr. Duck served as the Chief Executive Officer for Coastal Orthopedics and Pain Management, a large group practice with five clinic locations and two ambulatory surgical centers. As the organization’s chief executive officer, Mr. Duck was responsible for significant positive changes in leadership and corporate culture, financial and operational performance, compliance, and governance. Mr. Duck improved net collections by over $1 million per month and grew the practice through negotiating better contract rates with payers. He also implemented an organizational rebranding initiative and launched a new marketing campaign.

Prior to Coastal Orthopedics and Pain Management, Mr. Duck served as the President and Chief Executive Officer for Florida Radiology Imaging, one of the largest outpatient diagnostic imaging service companies serving the greater Orlando market. During his tenure, Mr. Duck led the construction of three new, full modality, diagnostic imaging locations. Mr. Duck revolutionized the company’s culture by creating a highly attractive and functional work environment.

Mr. Duck earned his Bachelor of Arts in Business Management from Case Western Reserve University. He earned his Associate of Arts in Electronic Engineering Technology from the Electronic Technology Institute. Mr. Duck received an award by Inc Magazine for leading Florida Radiology Imaging as one of America’s fastest-growing companies. Mr. Duck recently served as a contributing author to the book The New Health Age: The Future of Health Care in America.

Lauren Evangelist

Lauren Evangelist brings more than 15 years of experience in marketing and business strategy, brand development, product launch and digital marketing to OPEN MINDS. Ms. Evangelist currently serves as the Executive Vice President of Partnerships

Prior to joining OPEN MINDS, Ms. Evangelist was the Vice President of Marketing & Public Relations for Tridiuum, where she developed and implemented the company’s new go-to-market sales and marketing strategy. Ms. Evangelist also developed and launched Tridiuum’s provider recruitment program in partnership with New Directions Behavioral Health (NDBH). She created the program’s acquisition strategy, marketing collateral and recruited behavioral health providers to accelerate access to care for 4M NDBH members. NDBH acquired Tridiuum based on program’s immediate impact and success.

Previously, Ms Evangelist, served as Vice President of Partnership & Loyalty Marketing with OneMain Financial in Wilmington, DE. In this role, she launched OneMain’s strategic partnerships and customer loyalty programs to generate demand for loan products, provide financial literacy, create customer engagement and enhance the OneMain customer experience.

Prior to her role at OneMain Financial, Ms. Evangelist was Senior Manager of Strategic Partnership Marketing for ShopRunner in Conshohocken, PA. In this role, she developed and executed strategic marketing programs with corporate partners like American Express, Mastercard and PayPal to acquire new ShopRunner members and drive member activation within the ShopRunner network.

Previously, Ms. Evangelist was at QVC (Qurate Retail Group) in West Chester, PA for 12 years, where she held several instrumental roles within Marketing and eCommerce. In her last role as Manager of Partner Marketing, she piloted and launched QVC’s first Co-Op Marketing program, which accounted for over $2M in incremental marketing contributions from national retailer partners like Dell, Dooney & Bourke and Vera Bradley.

Ms. Evangelist received her Bachelor of Arts in Commercial Design from Lycoming College, Williamsport, PA. She has also been a member of the Lycoming College Athletics Advisory Board since 2018.


3:45 pm – 4:15 pm PT

Digital Transformation? It’s About The Customer…

Molise 1, 2, 3 (Keynote)

There are many forces ‘redrawing’ the lines in the health and human services field. And to succeed and find a sustainable business model, executive teams need to focus on both organizational efficiency and organizational resiliency. But neither is possible without technology. In this session, join OPEN MINDS Chief Executive Officer Monica E. Oss for an up-to-the-minute look at the critical changes in the landscape for serving complex consumers – and what they mean for organizational sustainability post-pandemic.

In this session we will cover:

  • The context for selecting technology in an ever changing and shifting field
  • Critical organizational competencies your organization must have for efficiency and sustainability
  • A framework for data-driven strategy and technology assessment

Monica E. Oss

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