Institute Agenda


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Day One Monday October 26
Day Two Tuesday October 27
Day Three Wednesday October 28
8:00 am - 4:00 pm

The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit: Strategies For Making Collaborations Work

Executive Summit

No issue is more top-of-mind for executives of health and human service organizations than figuring out the strategic implications of the unstoppable flow of mergers and acquisitions announcements. Every day there is a new headline announcing a new partnership, leaving executives to consider their market position and ask new strategic questions: Do any of these affiliations create a “super competitor” that will be more attractive to our current consumers? Do any take away our current contracts with payers or health plans? Do any provide services “for less,” depressing our market rates and reducing our bottom line?

These are relatively simple questions, but the answers are quite nuanced—and, they vary by market, service, consumer type, payer, and geography. The OPEN MINDS Mergers, Acquisitions, & Affiliations Summit is designed provide non-profit provider organizations the tools they need to build a successful partnership strategy and overcome the challenges of making mergers and acquisitions work. This year, our focus is on understanding how different types of collaborations can provide different benefits and challenges for organizations—and helping executives to determine which opportunity is the best fit for their organization.

During this one-day experiential summit we will hear case study presentations from non-profit provider organizations who have participated in a merger, acquisition, or affiliation in different formats. From mergers driven by the desire to integrate with primary care, to a sole member affiliation model, to the formation of an administrative services organization to create affiliations—each of these case study presentations will review the ups and downs of the process and offer strategic advice for organizations exploring the same path. Don’t miss this exclusive opportunity to hear directly from the organizations leading the way in non-profit partnerships, network with non-profit organizations looking for collaboration opportunities, and learn best practices in the merger, acquisition, or affiliation process.

Jim Fiorenzo, MBA

Senior Associate, OPEN MINDS

James Fiorenzo, MBA, brings over 40 years of business management experience in health care to the OPEN MINDS team. For OPEN MINDS customers, he brings a wealth of experience in the mergers, acquisitions, and partnerships, long-term care systems development, hospital administration, and pharmacy management.

Prior to joining OPEN MINDS, Mr. Fiorenzo served as the President of the University of Pittsburgh Medical Center, Hamot Hospitals. Mr. Fiorenzo was responsible for managing the enterprise of over 3,000 employees and $550 million in annual revenue.

Over the course of five years, Mr. Fiorenzo was the lead on three hospital acquisitions and the acquisition of multiple physician practices. He also led the initiative to acquire and integrate the largest provider of behavioral health in northwestern Pennsylvania into the UPMC system.

During his tenure, Mr. Fiorenzo expanded philanthropic giving to the organization through a revamped development department, managing over $25 million in assets. He also developed one of the first school-based primary care programs, as well as creating a psychiatric primary care program.

Prior to UPMC, Mr. Fiorenzo served as the chief operating officer and executive vice president of Hamot Medical Center. Mr. Fiorenzo was responsible for the enterprise, enhancing system revenues by 40% over a five-year period. He was responsible for a major efficiency and operational overhaul of the inpatient services of the hospital, saving $12 million. He also developed programs that resulted in a 15% increase in regional referrals to organization and grew its outpatient service volumes by 30%.

Before his time at Hamot Medical Center and UPMC, Mr. Fiorenzo was the founder and president of Great Lakes Home Healthcare Services and of Bayside Pharmacy & Physician Supply. Mr. Fiorenzo was responsible for organizing and creating the first hospital-based home care company. He grew the organization into a $25 million regional home health care company with five regional branches. The organization exceeded all budgeted goals and grew to provide a comprehensive service array of nursing, medical equipment, infusion therapy and clinical services with over 150 employees.

Mr. Fiorenzo earned his Master of Business Administration from Gannon University in Erie, Pennsylvania. He earned his Bachelor of Science from the University of Pittsburgh, School of Pharmacy in Pittsburgh, Pennsylvania.

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9:00 am - 12:00 pm

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations.  However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, David Wawrzynek, Senior Associate, OPEN MINDS will discuss what needs to addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success

David E. Wawrzynek, MBA

Senior Associate, OPEN MINDS

David Wawrzynek, MBA brings more than 40 years of public behavioral health, clinical, financial, and management experience to the OPEN MINDS team. He brings a truly unique combination of experience  with his clinical, business, and financial experience, as well as a demonstrated history of efficient and effective management of behavioral health services.

Mr. Wawrzynek currently serves as a Senior Associate and Subject Matter Expert in the OPEN MINDS Consulting Practice, where he leads projects related to value-based purchasing, financial modeling, and clinical and financial data analysis. In recent years, Mr. Wawrzynek has focused on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information, to enable more effective strategic and operational insights and decision-making.

Before joining OPEN MINDS, Mr. Wawrzynek served 18 years as the Senior Vice President, Finance and Chief Financial Officer at Spectrum Human Services, a private, non-profit community mental health organization in Western New York. In this role, Mr. Wawrzynek designed, implemented and monitored systems to support information technology, human resources, billing, budgeting, financial modeling and reporting, site operations, risk management, security, as well as change management.

Previously, Mr. Wawrzynek served as the Vice President of Finance and Chief Fiscal Officer with Health Management Group in Buffalo, New York. In this role, he managed the corporate financial resources through the supervision and coordination of the functions of reimbursement, budget, banking, and general accounting.

Previously, Mr. Wawrzynek served his first 14 year tenure with Spectrum Human Services as Director of Financial Operations. In this role, he was responsible for the fiscal, facility, personnel, and business functions of the corporation. In addition he was responsible for data analysis and worked closely with the Clinical and Quality Assurance Directors in the development and monitoring of performance and outcome indicators.

Before joining Spectrum, Mr. Wawrzynek served as an Outpatient Psychiatry Supervising Counselor with Buffalo General Hospital Community Mental Health Center. In this role, he held dual clinical and administrative responsibilities and assisted in the daily operation of the department, acted as a liaison to other hospital departments, and supervised staff activities.

Mr. Wawrzynek began his career as a clinical Supervising Counselor for the City of Buffalo’s Division of Drug Abuse Services where he was responsible for supervision of all counseling and clinical activities at a community-based drug treatment center and provided counseling services for clinic patients.

In recognition of his professional successes, Mr. Wawrzynek was named as the 2007 Not-for-profit Chief Financial Officer of the Year by Buffalo Business First.

In addition to his professional experience, Mr. Wawrzynek has served in a number of leadership roles for affiliations including past President for the New York State Cerner Software User Group; past Board President for Child Resource Network; and Treasurer for Spectrum Human Services Foundation.

Mr. Wawrzynek earned his Master of Business Administration and his bachelors in psychology from SUNY at Buffalo and his Master of Science in Rehabilitation Counseling from Syracuse University.

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1:00 pm - 4:00 pm

Finding An Electronic Health Record System For Your Future: The OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization

Executive Seminar

Sponsored by Credible Behavioral Health Software

Over the past twenty years the adoption of electronic health record systems (EHRs) has changed how health services are managed and delivered. But as the health care system has continued to involve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism - the technology infrastructure needed by provider organizations has changed and that has changed the role of the EHR and forced EHRs to evolve to keep up with the pace of change in the market. For most executives, the EHR is a major investment - and choosing the right system (or keeping the wrong system) can make or break any organization.

This seminar is for any executive who is considering a new EHR system—whether it is your organization’s first EHR, or your current EHR isn’t delivering the functionality you need to be sustainable in a changing market. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

  • A best practice model for assessing the tech functionality your organization needs for future success
  • Steps for vetting vendors and their products and services
  • Budgeting for EHR software and implementation
  • Ensuring best value and performance in contract negotiating

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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7:30 am - 8:30 am

Networking Breakfast

Networking


8:30 am - 9:00 am

Welcome & Announcement Of The Results From 2020 OPEN MINDS Health & Human Services Technology Survey

Introduction

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past 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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9:00 am - 10:00 am

The Future Of Artificial Intelligence & Where It Intersects With Clinical Decision Support

Keynote Address

Kathleen McGrow, DNP, MS, RN, PMP

Chief Nursing Information Officer, Microsoft Corporation

Kathleen McGrow, DNP, MS, RN, PMP, serves as Chief Nursing Information Officer for the Microsoft Health & Life Science Industry Team.  In this role, Dr. McGrow advises organizations on how the innovative use of technology can support their digital transformation imperatives of consumer engagement, provider enablement, analytics for population health and cognitive computing to support a learning health system.  Her expertise in data, analytics and artificial intelligence is used to educate organizations on how to enhance clinical, operational and financial performance, maximize capacity and patient experience, and transform to new care models and paradigms.

Dr. McGrow has led, planned and directed programs and strategic data initiatives for provider and payer organizations including implementation of an evidence framework for best practices.  This framework is used to identify customer pain points and targeted outcomes and applied during engagements to assist the customer in developing success plans including quantifiable targeted outcomes such as return on investment and cost aversion.  The framework was leveraged in both population health (care management) and quality improvement (QI) initiatives.

Dr. McGrow’s clinical background spans many years, with most of that time spent in trauma and critical care settings.   She has worked at some of the premier medical centers in the United States, including Johns Hopkins and the University of Maryland Shock Trauma Center.  Dr. McGrow is a graduate of the University of Maryland with a Doctorate in Nursing Practice focused on Executive Leadership and Evidence Based Practice.

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10:15 am - 11:30 am

Thought Leader Discussion With Kathleen McGrow, DNP, MS, RN, PMP, Chief Nursing Information Officer, Microsoft Corporation

Breakout Discussion

Monica E. Oss

Chief Executive Officer, OPEN MINDS

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past 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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Kathleen McGrow, DNP, MS, RN, PMP

Chief Nursing Information Officer, Microsoft Corporation

Kathleen McGrow, DNP, MS, RN, PMP, serves as Chief Nursing Information Officer for the Microsoft Health & Life Science Industry Team.  In this role, Dr. McGrow advises organizations on how the innovative use of technology can support their digital transformation imperatives of consumer engagement, provider enablement, analytics for population health and cognitive computing to support a learning health system.  Her expertise in data, analytics and artificial intelligence is used to educate organizations on how to enhance clinical, operational and financial performance, maximize capacity and patient experience, and transform to new care models and paradigms.

Dr. McGrow has led, planned and directed programs and strategic data initiatives for provider and payer organizations including implementation of an evidence framework for best practices.  This framework is used to identify customer pain points and targeted outcomes and applied during engagements to assist the customer in developing success plans including quantifiable targeted outcomes such as return on investment and cost aversion.  The framework was leveraged in both population health (care management) and quality improvement (QI) initiatives.

Dr. McGrow’s clinical background spans many years, with most of that time spent in trauma and critical care settings.   She has worked at some of the premier medical centers in the United States, including Johns Hopkins and the University of Maryland Shock Trauma Center.  Dr. McGrow is a graduate of the University of Maryland with a Doctorate in Nursing Practice focused on Executive Leadership and Evidence Based Practice.

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From Strategic Plan To Tech Strategy: Building Your Crosswalk

Breakout Session

Executive Track

Every day a new tech development is announced. Policymakers, consumers, and even service provider organizations all have a clear blueprint for what the future state of technology looks like – instantly accessible consumer histories, e-health on every platform, and big-data driven personalized medicine.  With of all the promise surrounding these new developments, how do executive teams prioritize their technology investments and make the best strategic decisions for their organizations?

In this session, we will cover the key steps needed to build your crosswalk from a strategic plan to an IT plan including:

  • Best practice tech strategy development
  • The scope of the IT plan and how to write the plan
  • Factors to consider when developing a tech strategy

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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11:45 am - 1:00 pm

Are You A Tech Savvy CEO?

Breakout Session

Executive Track

To maintain a competitive edge in today's environment innovation must be prioritized and, in most instances, this translates to some type of technology.  CEOs don't necessarily have to know what goes into building or coding technology, but they should have their pulse on how technology is impacting their organization and have an understanding of the capabilities, applications, and the potential of emerging technologies.

In this session, Paul Duck, Senior Associate, OPEN MINDS will provide attendees with the tools needed to becoming an effective tech savvy CEO!

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 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.

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What Staff Do You Need To Lead Technology In Today's World?

Breakout Session

Technology Track

Today’s IT staff needs to meet the growing and increasingly complex demands of an organization-from operations, to innovation to security. Being an expert in everything is impossible. Organizations need a well-rounded team of IT professionals who can strategically support technology to carry out their vision. But how do you know which IT roles you need to thrive and be competitive?

Join our panel of IT Executives who will share their insights on staffing and the qualifications needed to successfully lead an organization’s technology initiatives.

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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1:00 pm - 2:30 pm

Lunch On Your Own

Networking


2:30 pm - 3:45 pm

Point Counterpoint: A Debate On The Impact Of Direct Care Technology

Breakout Session

Executive Track

As technology innovations gain traction in direct care, can they replace the value of personal connections and hands-on support?  Will they facilitate, replace, or enhance direct care? Join OPEN MINDS senior staff to hear both sides of this debate and come prepared to join the discussion and voice your opinion!

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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

Senior Associate, OPEN MINDS

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

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

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

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 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.

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Does Your Organization Have The Right Technology To Be Successful With Value-Based Reimbursement?

Breakout Discussion

Technology Track

Organizations who want to position themselves to be successful with value-based reimbursement need to identify ways to leverage technology to capture and analyze data to create a culture where staff use metrics to drive consistent, high-quality results. No matter where you are on the path to value, effectively using technology will help to quantify and demonstrate value and ensure patients are receiving quality care.

This session will focus on:

  • Selecting the right technology to drive performance
  • Data driven performance management
  • Case study presentations from organizations who have developed a technology infrastructure to support VBR

David E. Wawrzynek, MBA

Senior Associate, OPEN MINDS

David Wawrzynek, MBA brings more than 40 years of public behavioral health, clinical, financial, and management experience to the OPEN MINDS team. He brings a truly unique combination of experience  with his clinical, business, and financial experience, as well as a demonstrated history of efficient and effective management of behavioral health services.

Mr. Wawrzynek currently serves as a Senior Associate and Subject Matter Expert in the OPEN MINDS Consulting Practice, where he leads projects related to value-based purchasing, financial modeling, and clinical and financial data analysis. In recent years, Mr. Wawrzynek has focused on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information, to enable more effective strategic and operational insights and decision-making.

Before joining OPEN MINDS, Mr. Wawrzynek served 18 years as the Senior Vice President, Finance and Chief Financial Officer at Spectrum Human Services, a private, non-profit community mental health organization in Western New York. In this role, Mr. Wawrzynek designed, implemented and monitored systems to support information technology, human resources, billing, budgeting, financial modeling and reporting, site operations, risk management, security, as well as change management.

Previously, Mr. Wawrzynek served as the Vice President of Finance and Chief Fiscal Officer with Health Management Group in Buffalo, New York. In this role, he managed the corporate financial resources through the supervision and coordination of the functions of reimbursement, budget, banking, and general accounting.

Previously, Mr. Wawrzynek served his first 14 year tenure with Spectrum Human Services as Director of Financial Operations. In this role, he was responsible for the fiscal, facility, personnel, and business functions of the corporation. In addition he was responsible for data analysis and worked closely with the Clinical and Quality Assurance Directors in the development and monitoring of performance and outcome indicators.

Before joining Spectrum, Mr. Wawrzynek served as an Outpatient Psychiatry Supervising Counselor with Buffalo General Hospital Community Mental Health Center. In this role, he held dual clinical and administrative responsibilities and assisted in the daily operation of the department, acted as a liaison to other hospital departments, and supervised staff activities.

Mr. Wawrzynek began his career as a clinical Supervising Counselor for the City of Buffalo’s Division of Drug Abuse Services where he was responsible for supervision of all counseling and clinical activities at a community-based drug treatment center and provided counseling services for clinic patients.

In recognition of his professional successes, Mr. Wawrzynek was named as the 2007 Not-for-profit Chief Financial Officer of the Year by Buffalo Business First.

In addition to his professional experience, Mr. Wawrzynek has served in a number of leadership roles for affiliations including past President for the New York State Cerner Software User Group; past Board President for Child Resource Network; and Treasurer for Spectrum Human Services Foundation.

Mr. Wawrzynek earned his Master of Business Administration and his bachelors in psychology from SUNY at Buffalo and his Master of Science in Rehabilitation Counseling from Syracuse University.

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2:30 pm - 4:00 pm

Making Telehealth Profitable

Workshop

Executive Track

David Young, MBA

Senior Associate, OPEN MINDS

David Young, MBA, brings more than 30 years of executive experience in technology, new product development, and strategic planning in the health and human service field to the OPEN MINDS team. In addition to holding executive-level positions at prominent healthcare organizations, Mr. Young has also co-developed several start up organizations. He has extensive experience in the telemedicine field, specifically working with autism, children and adolescents, corrections and long-term care markets.

Prior to joining OPEN MINDS, Mr. Young served as the Chair of the Board and the Chief Marketing Officer of Raiven Healthcare in Tennessee. In this position, he provided leadership and strategic vision for the cutting edge artificial intelligence company. While leading the Board, he also served as the Chief Marketing Officer, providing direction in branding and imaging in the marketplace. Together, Mr. Young and the Chief Executive Officer oversaw the budgeting process and developed the direction of the board policy.

Previously, Mr. Young served as the Co-Founder, President, and Chief Operating Officer of MindCare Solutions Group, Inc., a national telemedicine organization providing tele-psychiatry and tele-primary care to institutional providers. In these roles, Mr. Young designed the corporate structure and directly managed sales, account management, and government relations. Prior to his departure at MindCare Solutions Group, Inc., Mr. Young obtained three of the largest customers in the behavioral health space as clients, when the organization was not yet three years old.

Mr. Young served as the Vice President of Tele-Psychiatry at Optum/UnitedHealth Group from 2011 – 2013, where he served as the national leader of the tele-psychiatry service line. He developed service lines, and created all aspects of the business development process. Working with senior level executives, he co-developed a design for fee-for-service and alternative payment systems.

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4:00 pm - 5:00 pm

The Payer Perspective: An OPEN MINDS Forum On Connectivity Between Payers & Providers

Payer Forum

The health and human service market is steadily moving toward reimbursement based on some measure of performance or value. To make these value-based relationships work, both health plans and provider organizations need real-time electronic data exchange to optimize performance.

But there are challenges in making this happen. In this forum, our expert panel of health plan executives will share their experiences in making data exchanges work and will offer advice to organizations in how to leverage connectivity to build a true partnership for better consumer care.

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 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.

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5:00 pm - 6:00 pm

Executive Networking Reception

Networking


8:00 am - 9:00 am

Registration & Executive Networking Breakfast

Networking


9:00 am - 10:00 am

Digital Innovation Strategy That Delivers The Future Of Healthcare

Keynote Address

Healthcare today is rife with technology-enabled point solutions that offer to change healthcare as we know it! However, the digital innovation journeys of successful organizations in healthcare as well as other industries have shown that true transformation can only be achieved via a sound digital innovation strategy that focuses on the future and adopts a clear and focused path towards execution. In this keynote presentation, Neil Gomes, Chief Digital Officer and EVP for Technology Innovation and Consumer Experience at Thomas Jefferson University and Jefferson Health, provides insights into the development of such a strategy and the nurturing of a culture of transformative innovation at healthcare organizations. With these insights and real-world examples that utilize modern technologies such as artificial intelligence and machine learning, augmented and virtual reality, robotic process automation, dynamic decision systems, etc. you will be able to embrace, define, and lead the consumer-focused, design-driven, and technology-enabled future of healthcare.

Neil Gomes, MBA, M.Ed., CSM, CSPO

Executive Vice President and Chief Digital Officer, Thomas Jefferson University and Jefferson Health

Neil Gomes (B.Sc., MBA/MMS, M.Ed, ABD) is the Chief Digital Officer & Executive Vice President for Technology Innovation and Consumer Experience at Thomas Jefferson University and Jefferson Health System. Neil has worked for the $100+ billion, Fortune 500 Tata Group of Companies where he played a leadership role in building the intrapreneurial startup, Tata Interactive Systems, from 60 employees to the world’s largest custom e-learning development firm in less than two years. Neil left the Tata Group to complete his M.Ed. in Instructional Design at the University of South Florida (USF) whilst progressively working toward the position of Director of eTeaching and Technology and then the Director of Instructional Design and Training at USF Health. While at USF, Neil’s leadership and entrepreneurial acumen helped grow a strategic team of application developers, instructional and multimedia designers, and project managers that generated over $1.5 million in annual auxiliary revenue from research and external development projects while growing online student enrollment from 200 enrollments in 2002 to approx. 200,000+ enrollments a year by 2012, generating nearly $30 million in revenue each year. While at USF, Neil also began working toward his Ph.D., is currently a Ph.D. Candidate (ABD), has authored research articles, book chapters, and delivered several formal research presentations. At Jefferson, Neil founded the Digital Innovation and Consumer Experience (DICE) Group and drives consumer-focused digital innovation in healthcare and education via teams of digital consumer experience specialists; application, platform, machine learning, and IoT developers; simulation and UI/UX designers; trainers; documentation and support specialists; instructional/e-learning designers; and process designers. Neil also helps define innovation strategy and programs via Jefferson’s Innovation Team. He helped secure a $15+ million donor grant from the Bernie Marcus Foundation to develop a high-tech, consumer-centric, integrative health center at Jefferson and has also launched several pioneering collaborations with partners such as Google, Apple, Adobe, SAP, and IBM Watson. Neil serves as Associate Editor of the Journal for Healthcare Transformation and is a contributor toward the book: We CAN fix Healthcare, the Future is NOW. Neil is also a speaker, agile aficionado, and digital innovation evangelist.

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10:15 am - 11:30 am

Thought Leader Discussion With Neil Gomes, MBA, M.Ed., CSM, CSPO, Executive Vice President & Chief Digital Officer, Thomas Jefferson University & Jefferson Health

Breakout Discussion

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 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.

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Neil Gomes, MBA, M.Ed., CSM, CSPO

Executive Vice President and Chief Digital Officer, Thomas Jefferson University and Jefferson Health

Neil Gomes (B.Sc., MBA/MMS, M.Ed, ABD) is the Chief Digital Officer & Executive Vice President for Technology Innovation and Consumer Experience at Thomas Jefferson University and Jefferson Health System. Neil has worked for the $100+ billion, Fortune 500 Tata Group of Companies where he played a leadership role in building the intrapreneurial startup, Tata Interactive Systems, from 60 employees to the world’s largest custom e-learning development firm in less than two years. Neil left the Tata Group to complete his M.Ed. in Instructional Design at the University of South Florida (USF) whilst progressively working toward the position of Director of eTeaching and Technology and then the Director of Instructional Design and Training at USF Health. While at USF, Neil’s leadership and entrepreneurial acumen helped grow a strategic team of application developers, instructional and multimedia designers, and project managers that generated over $1.5 million in annual auxiliary revenue from research and external development projects while growing online student enrollment from 200 enrollments in 2002 to approx. 200,000+ enrollments a year by 2012, generating nearly $30 million in revenue each year. While at USF, Neil also began working toward his Ph.D., is currently a Ph.D. Candidate (ABD), has authored research articles, book chapters, and delivered several formal research presentations. At Jefferson, Neil founded the Digital Innovation and Consumer Experience (DICE) Group and drives consumer-focused digital innovation in healthcare and education via teams of digital consumer experience specialists; application, platform, machine learning, and IoT developers; simulation and UI/UX designers; trainers; documentation and support specialists; instructional/e-learning designers; and process designers. Neil also helps define innovation strategy and programs via Jefferson’s Innovation Team. He helped secure a $15+ million donor grant from the Bernie Marcus Foundation to develop a high-tech, consumer-centric, integrative health center at Jefferson and has also launched several pioneering collaborations with partners such as Google, Apple, Adobe, SAP, and IBM Watson. Neil serves as Associate Editor of the Journal for Healthcare Transformation and is a contributor toward the book: We CAN fix Healthcare, the Future is NOW. Neil is also a speaker, agile aficionado, and digital innovation evangelist.

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Evaluating The ROI On New Era Technologies Transforming The Delivery System

Breakout Session

Executive Track

Technology a big investment and choosing the right technology can make or break any organization. Making the right choice to gain a return on investment, financially and operationally, requires a thorough understanding of an organization’s goals, a clear budget and timeline, and a detailed action plan.

In this how-to” session will cover:

  • Factors that will affect the ROI
  • Applying best practices in technology selection & budgeting
  • Determining the ROI-financially and operationally

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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10:15 am - 11:45 am

Interoperability & Data Sharing: Expanding Access To Health Information

Workshop

Technology Track

Most organizations have the ability to share consumer health information in some capacity, but what data is shared, how data is exchanged, who the data is exchanged with, and the ability to interpret this data for care coordination or for population health management varies widely. Whether you are partnering with primary care to develop a new integrated model of care, joining an accountable care organization, operating a health home or medical home,  managing care coordination services with a health plan, or preparing to comply with the CMS proposed rule for consumer data sharing,  your executive team should be planning how your organization will share data within the care network.

In this 90-minute session, Sharon Hicks, Senior Associate with OPEN MINDS will discuss:

  • Differences between Foundational Interoperability, Structural Interoperability, and Semantic Interoperability
  • The promise of Interoperability versus the outcomes to date
  • Steps your organization should be taking to make a useful interoperability plan
  • Determining your organization’s stance on consumerism and health professional led interoperability
  • Technical issues versus data issues of interoperability

Sharon Hicks

Senior Associate, OPEN MINDS

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

Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division.   Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization.  She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.

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

Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work.   Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.

Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.

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11:30 am - 1:15 pm

Lunch On Your Own

Networking


1:15 pm - 2:30 pm

Optimizing Clinical Decision Making With Technology

Breakout Session

Technology Track

Clinical decision making is quickly becoming essential for providers. As the volume of available data increases alongside of the responsibility to deliver value-based care, technology is key to optimizing the collection and use of data.

According to CMS , clinical decision support can include any health IT system, workflow, or process intended to deliver the right information (evidence-based guidance, response to clinical need), to the right people (entire care team – including the patient), through the right channels (e.g., EHR, mobile device, patient portal), in the right intervention formats (e.g., order sets, flow-sheets, dashboards, patient lists) and at the right points in workflow (for decision making or action). This may sound simple enough, but it is a challenge to implement clinical decision tools.

This session will focus on:

  • Optimizing the use your EHR’s data
  • Implementing clinical decision tools
  • Case studies presentation from organizations utilizing technology for decision support

Joseph P. Naughton-Travers, EdM

Senior Associate, OPEN MINDS

Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.

Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics.  Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.

Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.

He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.

Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.

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How To Become A Data Driven Organization

Breakout Session

Executive Track

Successful performance requires an organization to be data-driven. A data culture is not only about collecting data, but involves utilizing the data in a meaningful way to move your organization forward.  How your organization manages data and how data manages your organization is more important than ever in today’s environment.

This session will focus on:

  • The key elements needed to for a data-driven culture
  • The OPEN MINDS model for becoming a data-driven organization
  • Case study presentations from data-driven organizations

Paul M. Duck

Senior Associate, OPEN MINDS

Paul M. Duck brings over 40 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.

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2:30 pm - 3:00 pm

Networking & Raffle Prize Drawing

Networking


3:00 pm - 4:00 pm

Forecasting The Future OF Behavioral Healthcare Shaped By Technology

Keynote Address

Monica E. Oss

Chief Executive Officer, OPEN MINDS

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