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Full Agenda & Schedule Of Events


11:30 am – 1:30 pm ET

Registration

Registration

Grab your badge, and get registered for the week ahead!


12:00 pm – 1:30 pm ET

Lunch On Your Own

Networking

Enjoy lunch at the hotel restaurant, Bank & Bourbon, or take a walk down to the famous Reading Terminal Market!


1:30 pm – 4:30 pm ET

Finding An Electronic Health Record System For Your Future: The 2025 OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization

Executive Seminar

Sponsored By:

Over the past twenty years, adopting electronic health record systems (EHRs) has changed how health services are managed and delivered. As the health care system has continued to evolve 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—including EHRs. For most executives, the EHR is a significant investment, and choosing the right system (or keeping the wrong system) can make or break any organization.

This essential seminar is for any executive considering a new EHR system—whether it is your organization’s first EHR or upgrading a system that isn’t delivering the functionality needed for sustainability. Also, OPEN MINDS Associates will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:

  • The 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 the best value and performance in contract negotiating

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.

Dee Dewitt

Dee DeWitt has extensive experience as a consultant and corporate leader in the healthcare field. Mr. DeWitt brings over 28 years of experience in healthcare finance and operations, M&A, use of technology, strategic planning, and change management in healthcare organizations to OPEN MINDS as a Senior Associate.

Previously, Mr. DeWitt was the Chief Financial Officer and Chief Operating Officer of Momentum for Health, a CARF-accredited non-profit behavioral health organization providing services to individuals with a diagnosed serious mental illness (SMI) and/or substance abuse disorder, in San Jose, California. During his tenure, Mr. DeWitt increased outpatient productivity by 25% and contributed to growing revenues from $55 million to a projected $71+ million for the fiscal year of 2023. Mr. DeWitt also oversaw Momentum ‘s pilot with Santa Clara County’s transition to Netsmart Provider Connect and led a successful grant award and implementation of a multi-year paid intern program in partnership with Santa Clara University, San Jose University, and Palo Alto University.

Mr. DeWitt was also the Chief Financial Officer and Chief Operating Officer of Veridian Financial Group, a strategic consulting firm specializing in performing long-term, onsite C-level and Director roles, evaluating and implementing financial strategies, strategic operational planning, and development strategies for companies that are poised for significant growth, change, or require turnaround attention, in San Jose, California. During his time at Veridian Financial Group, Mr. DeWitt focused primarily on healthcare, finance, technology, and private equity and coordinated licensing, compliance, and external audits for 42 state licenses, including managed care organizations, managed care plans, Medicare, Medicaid, and service provider organizations.

In addition, Mr. DeWitt served as Chief Financial Officer and a Consultant in Strategic Planning and Finance for Home Recovery – Home Aid, Inc., a private equity-backed, for-profit company that provides personal care and skilled care in 35 locations and in-home care throughout Virginia, Maryland, and Washington, D.C. During his time there, Mr. DeWitt was a member of the company’s executive management team, audit team, and License and Compliance team. Mr. DeWitt also served as Chief Financial Officer of Professional Healthcare Resources, Inc., a for-profit holding company comprised of five home health companies, four hospice companies, and two private duty/personal care companies. Mr. DeWitt has also been the Chief Financial and Technology Officer for The Filson, a nationally renowned non-profit archive and research institute, and Director of Strategic Development for Signature Healthcare, LLC, a national private equity-backed for-profit, long-term care company operating over 180 facilities, with 18,000 employees, and over $1 billion in revenues.

Mr. DeWitt also held the positions of Deputy Director of Behavioral Health at the County of Ventura, CA Behavioral Health Services Department, and Director of Finance and Management Services of the Southeastern Arizona Behavioral Health Services (SEABHS), a joint commissioned accredited non-profit.

Mr. DeWitt graduated from the University of Louisville, Kentucky with a Bachelor of Arts Degree in Economics and a Master’s in Political Science with a concentration in Economics and Public Policy.

Best Practices For Investing In Technology & AI: The 2025 OPEN MINDS Executive Seminar On Maximizing Your Tech’s ROI For Future Competitive Advantage

Executive Seminar

Andrea Mander, MAS-PHM

Andrea Mander, MAS-PHM, brings over ten years of population health management and transformational leadership experience to the OPEN MINDS team. She has extensive experience supporting health system transformation, creating and implementing innovative programs for population health. Ms. Mander currently serves as the Executive Vice President of Market Intelligence at OPEN MINDS. In this role, she oversees the market intelligence team and complete suite of OPEN MINDS market intelligence products and services.

Prior to joining OPEN MINDS, Ms. Mander simultaneously served as a Consultant at Be Well OC and Housing For Health OC providing operational, policy, and data strategy support and guidance on how it aligned across initiatives. She held several additional roles during this time. She served as a Senior Consultant – Behavioral Health System Transformation, she secured commercial payer contracting for provider network development activities. She also supported strategic planning activities focused on achieving six result areas and collective impact goals. Ms. Mander advised on operational best practices as a key informant for systems change. She served as a Senior Project Manager for ACEs Aware Implementation Grantee: Orange County Trauma-Informed Network of Care ($3.2M). In this role, she successfully met all workplan objectives and deliverables improving community resilience through screening, treatment, and healing of adverse childhood experiences. She also participated in project planning and strategic implementation including a closed-loop referral platform, equity and inclusion road mapping, and hosting a community-healing educational series. She also worked on the CalAIM Community Supports and Housing Navigation project. Ms. Mander established operations, policies, and procedures for Medi-Cal billing for collective a of housing and homeless services providers under the CalAIM initiative. She provided data reporting and visualization strategies and collaborated with referral and case management system technology vendors to improve user experience and reporting capabilities. She also served as a thought leader and MCP liaison (CalOptima).

Prior to the consulting roles, Ms. Mander served as the Director of Innovation Strategies & Business Relationships at Integrated Behavioral Health. She secured C-Suite support in all business development and merger and acquisition activities from pitch strategy to onboarding. She led the implementation of four acquisitions, onboarding all new customers, third-party vendors, and business partner relationships. She also led the product innovation teams collaborating with senior clinical staff and IT on R&D and implementation of new employer/employee wellbeing programs and services, including internal protocols, workflows, and communication and promotional materials.

Ms. Mander received her Master of Applied Science: Population Health Management from Johns Hopkins Bloomberg School of Public Health. She received her Bachelor of Science: Health Management from Walden University.

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.


4:30 pm – 6:00 pm ET

Grand Opening Of The Exhibit Hall

Networking

Sponsored By:

Join us for an unveiling of all of our great exhibitors! Unwind from the day and enjoy cocktails and hor ‘doeuvres with your peers and thought leaders.


7:30 am – 8:30 am ET

Executive Breakfast & Registration

Networking

If you haven’t registered yet, check in with us at the registration desk and then enjoy breakfast in the exhibit hall!


8:30 am – 9:30 am ET

9:45 am – 10:45 am ET

Thought Leader Discussion

Thought Leader

9:45 am – 11:15 am ET

Eye-Catching Digital Strategies For Enhanced Consumer Engagement

Core Session

In today’s world, consumers are bombarded with millions of images and decisions every day. In this session, we’ll explore cutting-edge strategies designed to capture and sustain consumer attention in today’s fast paced digital landscape. Learn how to leverage innovative technologies, personalize experiences and use data-driven insights to keep your consumers engaged to help achieve the goal of improving long term outcomes.

Hear from Centerstone, a nonprofit health system specializing in mental health and substance use disorder treatments for people of all ages. Located in five states and serving over 100,000 individuals, Centerstone has been integrating alternative and creative approaches to digital marketing and consumer engagement to reach the right audiences at the right time.

Key takeaways:

  • Explore new platforms and placements for renewed consumer engagement

  • Discuss the funding strategies for engaging digital tools and techniques

  • Learn new ways to meet your consumers where they are

Jessica McCarthy

Jessica McCarthy is a seasoned marketing and communications leader with over 15 years of cross-sector experience spanning agency, corporate, and nonprofit environments. With a strong foundation in brand storytelling and a focus on customer engagement, she has built a career developing brands that resonate, connect, and deliver results.

Much of Jessica’s work has been concentrated in the healthcare space— from optometry and biotechnology to chronic pain and, most recently, mental health. In her current role as Director of Marketing Operations at Centerstone, she is passionate about driving efficiency, streamlining processes, and demonstrating that nonprofits with limited budgets can still create powerful, compelling work.

Technology As A Core Administrative Function

The CEO Tech & AI Summit

Speakers Coming Soon!


11:30 am – 12:45 pm ET

Skills vs Strategy: The Tech Staffing You Really Need

Core Session

During this time of rapid technological advancements and market change, the demand for skilled tech professionals is at an all-time high. But is focusing solely on technical skills the key to success? In this session, experts will explore the balance between technical expertise and strategic staffing, helping organizations navigate the complexities of building a high performing tech team. We will discuss the critical skills required for today’s health care technology landscape, how to align staffing strategies with long-term organizational goals, and the role of leadership in creating a cohesive, agile workforce that can respond quickly. Join us for insights into building a team that not only has the right technical skills but also the strategic vision to drive innovation and enhance patient care.

Best Practice Financial Management Of A Hybrid Delivery System

CFO Consortium

As organizations adapt to the evolving workplace, managing a hybrid delivery system – compromising virtual, in-office, and in-home teams – presents unique financial management challenges. This case study session will explore how an organization has implemented best practices to manage costs, optimize resources, and ensure financial sustainability across diverse work environments. Attendees will learn how to successfully integrate financial strategies to balance the complexities of managing hybrid teams, ensuring efficient budgeting, resource allocation, and performance tracking.

Key takeaways include:

  • Examples of how organizations effectively manage costs across virtual, in-office, and in-home teams
  • Proven strategies for optimizing resource allocation and budgeting in a hybrid work environment
  • Insights into tracking team performance and maintaining financial control across multiple delivery models

Transforming The Consumer’s Experience Through A Tech-Enabled Journey

The CEO Tech & AI Summit

Speakers Coming Soon!


12:45 pm – 2:00 pm ET

Lunch On Your Own

Networking

Enjoy lunch at the hotel restaurant, Bank & Bourbon, or take a walk down to the famous Reading Terminal Market!


1:00 pm – 2:00 pm ET

Post Lunch Pick Me Up

Networking

Join us in the exhibit hall for a special treat and visit with our exhibitors!


2:15 pm – 3:45 pm ET

Smart Investments In Health Care Technology (& What To Do When Things Go Wrong)

Core Session

Harness the power of your technology investments as a tool to drive the growth of service lines and expand access to care. Hear case studies from organizations that have made the tough decision of what technology investments are right for their organizations and how they worked with key stakeholders and staff to facilitate smooth implementation.

Additionally, this session will address how to handle setbacks when things don’t go as planned, offering practical guidance on risk management, troubleshooting, and strategies for remaining flexible when the inevitable bumps in the tech road happen.

Hattie Tracy

Vishal Bhatt, MHA

How To Approach Government Relations In Times Of Chaos

Breakout Session

This panel discussion will focus on the evolving landscape of behavioral health service delivery, with a special emphasis on the critical role of government and legislative bodies in shaping the future of care. Through expert perspectives, the panel will explore key challenges and innovative solutions aimed at transforming accessibility, quality and efficiency of behavioral health services, even through times of chaos. Attendees will gain a better understanding of how providers can improve their relationships with governing bodies, creating positive legislative action, funding and policy reforms that are pivotal in driving systemic change, now more than ever, to meet the growing needs of individuals and communities.

Becky Massey

Becky Duncan Massey is a lifelong Knoxville native. She was elected to the General Assembly in 2011. She serves as the chairman of the Senate Transportation and Safety Committee and also serves on the Health and Welfare Committee. She retired from the Sertoma Center after serving 24 years as executive director.

Becky Duncan Massey and her husband Morton have been married since 1976, both earning bachelor’s degrees from the University of Tennessee. They are proud parents of two adult daughters, Courtney and Kristen, and granddaughter Bailey.

What CEOs Should Know About Privacy & Cybersecurity

The CEO Tech & AI Summit

Speakers Coming Soon!


4:00 pm – 5:15 pm ET

What To Share? The Process & Challenges Of Implementing Data Interoperability

Core Session

Join us to gain a deeper understanding of the process and challenges involved in enabling seamless data sharing across different systems and platforms. This session will explore the technical, regulatory, and organizational hurdles that health care providers face when implementing interoperability, as well as strategies for overcoming these obstacles. Additionally, this session will highlight the importance of secure data exchange in improving patient outcomes, streamlining workflows, and enhancing collaboration across the health care ecosystem.

Advanced Operations & Clinical Service Delivery Through AI Innovations

The CEO Tech & AI Summit

Speakers Coming Soon!


5:30 pm – 7:00 pm ET

Executive Networking Reception

Networking

7:30 am – 8:30 am ET

Breakfast

Networking

Join us for a hot breakfast and coffee in the exhibit hall to start your day! There’s still time to visit with our exhibitors and get scanned to be entered into the raffle drawing.


8:30 am – 9:30 am ET

9:45 am – 10:45 am ET

Thought Leader Discussion

Thought Leader Discussion

9:45 am – 11:00 am ET

How To Develop & Implement A Winning Tech Strategy In Times Of Uncertainty

Core Session

Understand key challenges health care organizations face when trying to innovate or scale their technology solutions during difficult times. Attendees will learn practical strategies for aligning tech investments with organizational goals, navigating the complexities of change management, and ensuring successful deployment despite external pressures. Hear how to adapt to regulatory shifts, foster collaboration across departments, and maintain resilience in the face of crisis, all while keeping consumer care at the forefront.

Making Digital Transformation A Reality: A Managing Through Chaos Roundtable Discussion

Breakout Session

Join OPEN MINDS CEO Monica E. Oss and Chief Strategy Officer Paul Duck, for a discussion on up-to-the-minute changes shaping the health and human services landscape and the digital transformation strategy that organizations need to prep for the post-chaos market. Creating an accelerated digital transformation plan can be a key link to remaining sustainable in uncertain times.

The current market is being shaped by many forces – from Capitol Hill to Silicon Valley, from Main Street to Wall Street. Understanding how these factors will impact your communities and being prepared are critical to sustainability and growth. Join us for a lively panel discussion and leave with tools that will have you feeling confident in your plan for the future.

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

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.


11:15 am – 12:30 pm ET

Advances In Clinical Care Through AI

Core Session

Explore the latest advancements, as well as the pitfalls and risks, in clinical care powered by artificial intelligence. Presenters will discuss how AI is revolutionizing patient diagnoses, treatment plans and overall care delivery. Join us to hear more about cutting-edge technologies, including machine learning and predictive analytics, that are enhancing decision-making, improving outcomes, streamlining health care processes and aiding in the issue of workforce shortages. Plus, hear the disadvantages and risks to look out for when implementing the latest AI innovations as they develop at a rapid pace.

An Update On Innovative New Programs At CareFirst BlueCross BlueShield & Lucet Health: A Roundtable

Breakout Session

Join our payer panel to hear the latest in innovative programs that top health plan industries are implementing today. This series will feature different payers from across the nation at each 2025 event.

Jennifer A. Schugam, LCSW-C, MSW

Jennifer Schugam is the Director of Behavioral Health at CareFirst BlueCross BlueShield. In this role, she is responsible for guiding the strategic vision, planning, and execution of behavioral health programs aimed at improving healthcare equity, affordability, quality, and accessibility for Carefirst members across Maryland, the District of Columbia, and Northern Virginia. With over 22 years of experience in community psychiatric services and organizational leadership, Jennifer is a dedicated advocate for mental health accessibility and quality working to further build CareFirst’s behavioral health offerings through innovative care solutions, provider partnerships, and data-driven strategies.

Jennifer’s expertise in behavioral health includes senior leadership roles in both clinical and operational settings. Before joining CareFirst, she served as the Executive Director of Feeding the People, a non-profit organization she founded that provided home-delivered meals, in-home education, and support for low-income diabetics in Baltimore. Throughout her career, Jennifer has focused on delivering care to diverse populations, including vulnerable and underserved communities in Baltimore as a mobile treatment psychiatric therapist, supporting individuals with severe, chronic mental illnesses in state psychiatric facilities, mental health courts, and home settings. At CareFirst, Jennifer drives initiatives to integrate mental health services into the company’s broader healthcare offerings, ensuring that members have access to holistic, person-centered care. Her initiatives include expanding access to preventive care and developing programs that cater to various demographics, leveraging digital tools and data analytics to improve and better connect members to care, tracking emerging behavioral health trends, and assessing program effectiveness.

Jennifer holds a Master of Social Work in Clinical Practice with Children and Families from the University of Maryland, School of Social Work, and a Bachelor of Arts in Sociology from St. Mary’s College of Maryland. She is a Clinical Supervisor for the Maryland Board of Social Work Examiners and is a passionate advocate for destigmatizing mental health issues. She lives in Baltimore City with her human and dog children.

Carlos Lindo


12:00 pm – 2:00 pm ET

Chief Executive Officer Luncheon

Networking

If you’re the Chief Executive Officer or Executive Director of an OPEN MINDS member organization, join us for this private networking luncheon. This is an opportunity to share leadership experiences and solutions with your peers from across the nation. Our host for the luncheon is Monica E. Oss, Chief Executive Officer and Kim Bond, Executive Vice President.  (To register, contact Erin Deppen, Education Events Manager, at 717-334-1329 or edeppen@openminds.com.)

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.

Kim Bond, MS, LMFT

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.

Chief Technology Officer/Chief Information Officer Networking Lunch

Networking

 Join us for this private luncheon for executive leaders of OPEN MINDS member organization – created for Chief Technology Officers and Chief Information Officers. The objective of this networking session is to provide opportunities for executive leaders from across the country to share solutions to the challenges in serving consumers with complex needs.  Our host for the luncheon is Joe Naughton-Travers, Senior Associate at OPEN MINDS. (To register, contact Erin Deppen, Education Events Manager, at 717-334-1329 or edeppen@openminds.com.)

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.


12:30 pm – 2:00 pm ET

Lunch On Your Own

Networking

Enjoy lunch at the hotel restaurant, Bank & Bourbon, or take a walk down to the famous Reading Terminal Market!


1:00 pm – 2:00 pm ET

Post Lunch Pick Me Up & Raffle Prize Drawing

Networking

Join us in the exhibit hall for a special treat and visit with our exhibitors! Starting at 1:45 pm we will also have our much-anticipated raffle drawing, so come see if you’ve won any of the great prizes provided by our generous sponsors! (Must be present to win!)

Nicole Javitt, J.D.

Nicole Javitt, J.D., brings a unique experience to the OPEN MINDS team with a background in legal advocacy, research, and writing. Ms. Javitt currently works on the OPEN MINDS Executive Education team, where she supports the research, development, and finalization of the company’s education services.

Ms. Javitt’s previous experience includes work for several general practice law firms where she represented families and children in family law and mental health cases. She also has experience and knowledge of the criminal court system, representing numerous clients for drug and alcohol related crimes.

In addition, Ms. Javitt previously served as a Title Reviewer for BOP Land Services, a full-service land broker in the oil and gas industry. In this role, Ms. Javitt reviewed mineral title research, made title approval decisions, and evaluated third-party leases for oil and gas leasing based on third-party research, surface and mineral ownership, tax assessment data, and other environmental factors.

Ms. Javitt also has professional experience as an Associate Attorney with Dethlefs-Pykosh Law Group (DPLG) and Stuart M. Levine, ESQ, PC (deceased). In this role, Ms. Javitt represented and advised clients on a variety of legal matters and conducted extensive legal research in areas of estate administration, family law, corporate law, and workers’ compensation. Throughout the legal process, she was responsible for drafting various legal documents and participated in stages of litigation, including case strategy, pleadings, argument court, arbitration, and hearings. Ms. Javitt also contributed numerous articles on financial and estate planning to DPLG’s blog.

Ms. Javitt earned her Juris Doctor degree at Duquesne University School of Law in Pittsburgh, PA, and passed the Pennsylvania Bar Exam in 2010. She earned her Bachelor’s degree in Political Science from the University of Pittsburgh.

Erin Deppen


2:00 pm – 3:00 pm ET

Revolutionizing Technology For The Aging Population & Long-Term Care

Core Session

Shaping A Chaotic Market At The State Level: A State Association Executive Discussion

Breakout Session

As the policies of the new federal administration take shape, it is apparent that many more decisions about health and human services are going to be made at the state level. The question for executives is how best to shape state policy to protect the consumers and assure a functional service delivery system. This session features association executives with decades of experience working with state legislators and governors’ offices on legislative, regulatory, and funding issues.  These executives will share their insights on how best to affect state policy – and what they see as the critical issues for state advocacy in the year ahead.


3:00 pm – 3:30 pm ET

Closing Keynote

Keynote

Monica E. Oss

Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. 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.  She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.

Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, 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.

Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.

Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.

Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.


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