Institute Agenda

8:00 am – 5:00 pm PT

The 2022 OPEN MINDS Whole Person Care Summit

Executive Summit

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

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

9:00 am – 9:15 am PT: Welcome/Opening

Beth Klawitter, Senior Associate, OPEN MINDS

Nancy Martin, Senior Associate, OPEN MINDS

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

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

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

Beth Klawitter, Senior Associate, OPEN MINDS

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

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

Victoria Pham, DO, MBA, FAPA, DFAACAP, President of Metalyst Health, Chief Medical Officer, Institute for Community Living

Nancy Martin, Senior Associate, OPEN MINDS

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

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

Nancy Martin, Senior Associate, OPEN MINDS

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

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

Jodi Fenner, Director II, Product Development, Elevance Health

Andrea Palmer, Chief Executive Officer, Awake Labs

Beth Klawitter, Senior Associate, OPEN MINDS

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

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

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

Tara Crawford, Director, Health Information, Missouri Behavioral Health Council

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

Nancy Martin, Senior Associate, OPEN MINDS

Beth Klawitter, Senior Associate, OPEN MINDS


9:00 am – 12:30 pm PT

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

Executive Seminar

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

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

This Executive Seminar will be presented Virtually November 3, from 1:00 p.m. – 3:00 p.m. ET

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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

Joseph Costa

Joseph M. Costa brings over 30 years of experience in the health and human services industry to the OPEN MINDS team, with expertise in strategic positioning, development of organizational structure, mergers and acquisitions, and fund development.

Prior to his work with OPEN MINDS, Mr. Costa served as the President and Chief Executive Officer of Hillsides in Los Angeles, California. Hillsides is a non-profit premier provider organization that serves 17,000 children, youth and families throughout the greater Los Angeles County. Under Mr. Costa’s direction, Hillsides successfully completed an $18 million capital improvement project in 2019 to enhance its main campus in Pasadena. In 2016, Mr. Costa oversaw Hillsides’ affiliation with Bienvenidos, which allowed for an increased presence in East Los Angeles and the addition of foster care and adoption programs. Mr. Costa further helped Hillsides achieve national accreditation through the Council on Accreditation and recognition as a trauma informed organization by the National Council for Behavioral Health in 2013.

Prior to his role at Hillsides, Mr. Costa served as the Chief Executive Officer of Side by Side, formerly Sunny Hills, in San Anselmo, California. In this role, Mr. Costa completed the merger of Sunny Hills and Children’s Garden, an initiative to consolidate residential services in Marin County. Mr. Costa helped Sunny Hills evolve from being a local residential services provider to a community-based provider of mental health services with a presence in multiple counties.

Prior to his role at Side by Side, Mr. Costa served as the Chief Operations Officer for Para Los Niños, where he led the organization through its initial accreditation process, developed the mental health services, inaugurated an additional early childhood center, and secured a grant to develop a charter school.

Mr. Costa is a known leader in the child welfare field, serving as Chair of Child Welfare League of America from 2014 until 2017. Mr. Costa continues to serves on the governing body of the Child Welfare League of America as well as the California Alliance for Child and Family Services Board of Directors until 2020.

Mr. Costa earned a Masters degree in Divinity from St. Johns Seminary, School of Theology and a Masters in Social Work from Boston College Graduate School of Social Work.


1:00 pm – 4:30 pm PT

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

Executive Seminar

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

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

This Executive Seminar will be presented virtually November 17, from 1:00 p.m. – 3:00 p.m. ET

Joseph P. Naughton-Travers, EdM

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

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

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

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

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

Carol Clayton, Ph.D.

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


7:00 am – 8:00 am PT

Executive Breakfast & Registration

Networking

Grab your name badge, some coffee, and a light breakfast before the day begins. The grand opening of the Exhibit Hall is at 8:00 a.m. PT!


8:00 am – 8:30 am PT

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

Welcome/Survey Results

Sponsored By

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

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

Variables such as:

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

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


8:30 am – 9:30 am PT

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

Keynote

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

Stephanie Franklin, MPS

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


9:45 am – 10:00 am PT

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

CEO Technology Summit: Leading & Competing In A Digital Age

Get an overview of OPEN MINDS‘ six domains of technology platform framework for specialty provider organizations to aid in planning for the technology needs of the future: EHR health record and billing, human resources information systems and financial/general ledger system, hybrid and community-based service delivery platform, consumer experience and engagement platform, value-based/risk-based reimbursement platform, and integrated analytics and service performance optimization.

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.


9:45 am – 11:15 am PT

Thought Leader Discussion

Thought Leader Discussion

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

Stephanie Franklin, MPS

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


10:00 am – 11:15 am PT

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

CEO Technology Summit: Leading & Competing In A Digital Age

For provider organizations to successfully deliver care in the community and at home, staff in the field need to be adequately connected virtually. Telehealth solutions must be integrated into the EHR system, which should also be available on mobile devices. Capabilities such as electronic visit verification (EVV), smart home and remote health monitoring, secure communications (text, email, telephone, and video), route optimization, as well as tools for managing these field and remote staff, are only as successful as the infrastructure they are built on.

Ken Carr

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

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

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

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


11:30 am – 12:45 pm PT

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

Panel Discussion

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

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

Jacquelyn H. Torres

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

Garret Zabel, MS

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

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

Paul M. Duck

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

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

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

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

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

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

Lauren Evangelist

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

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

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

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

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

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

You’ve Been Hacked! What Now?

Topical Case Study

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

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

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

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

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

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

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

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

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

Andrew Bronson

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

Sharon Hicks

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

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

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

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

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

Carol Clayton, Ph.D.

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

Leveraging Technology To Enhance Consumer Experience & Engagement

CEO Technology Summit: Leading & Competing In A Digital Age

This session will discuss how to improve consumer engagement across all technology platforms so that consumers can proactively take action and become more informed in the health care and services they receive. Getting there involves ensuring that your services are convenient, easy to access, seamless, and person-centered. Whether consumers are accessing services or health information through your website, portal, apps, social media, provider organizations need to be familiar with how consumers experience and engage with your organization and which technology tools they prefer, and which need to be acquired.

Ken Carr

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

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

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

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

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.


12:45 pm – 2:15 pm PT

Lunch On Your Own

Networking

CEO Technology Summit Lunch

CEO Technology Summit: Leading & Competing In A Digital Age

Sponsored by:


1:45 pm – 2:15 pm PT

Post Lunch Pick Me Up

Networking

Grab one of our special treats in the exhibit hall and be sure to visit all of the great exhibit booths!


2:15 pm – 3:45 pm PT

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

Executive Seminar

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

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

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

Jacquelyn H. Torres

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

Richard Louis, III

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

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

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

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

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

The Future Is Now – Current Innovative Uses Of AI

Plenary Panel

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

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

Matthew Ruble

Dr. Matthew Ruble is the Chief Medical Officer of Discovery Behavioral Health. Dr. Ruble has a deep passion for advancing the behavioral health industry through training, publication, innovation, payer relations and collaboration. He spent 20 years of his career working with the Cambridge Health Alliance, a health system affiliated with Harvard Medical School. Dr. Ruble was the Associate Training Director for the Adult Psychiatry residency training program, Director of Psychopharmacology for the Behavioral Health service and was responsible for training clinicians, residents and medical staff in core evidence-based practices including:

  • Integrated behavioral and physical health care delivery
  • Cognitive behavioral therapy (CBT)
  • Psychiatric curriculum development
  • Research
  • Publications
  • Speaking nationally on evidence-based practices

As Lead Medical Director overseeing Clinical Behavioral Health Strategy, Operations and Utilization for Humana, he was part of the team that reviewed and advised on all behavioral health technology innovations for investment and implementation. His expertise spans consistent delivery of innovative and value-based, industry-leading, and integrated behavioral health programs and services. He developed, operationalized and managed the Integrated Primary Care (PC) and Behavioral Health (BH) service for Humana’s Primary Care practices and directed a course on BH in PC for the Primary Care providers.

Dr. Ruble earned his Bachelor of Science degree from Simpson College in Indianola, Iowa. From there, he attended the Carver School of Medicine at the University of Iowa, earning his Doctor of Medicine degree. He then attended Harvard Medical School in Boston to intern at the Department of Medicine and became a resident at the Department of Psychiatry. Dr. Ruble became Chief Resident of the Psychopharmacology at Cambridge Health Alliance as well as a physician educator at the Academy at Harvard Medical School.
As Discovery Behavioral Health’s CMO, he is elevating the voice of the patient and provider to the CEO. He is also ensuring the quality of the clinical services are superior, evidenced based, measurement based, value based and Triple Aim consistent. He will direct the Physicians Advisory Committee, participate in the Diversity, Equity and Inclusion optimization and partner with an academic medical center to validate and innovate the clinical “real world” research in BH outcomes.

Rachel Wood, Ph.D.

Walter Greenleaf, Ph.D.

Walter Greenleaf, Ph.D. is a neuroscientist and a medical technology developer working at Stanford University. With over three decades of research and product development experience, Walter is considered a leading authority in digital medicine and medical virtual reality technology.

Walter is a Visiting Scholar at Stanford University’s Virtual Human Interaction Lab and the Director of Technology Strategy at the University of Colorado National Mental Health Innovation Center. He serves on the Science Advisory Board for healthcare companies such as Abbott, Biogen, United Health Group, Penumbra, and Interaxon.  He also is a neuroscience and technology advisor to early-stage medical product companies and venture capital investment groups.

Carol Clayton, Ph.D.

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

Paul M. Duck

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

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

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

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

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

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

Mastering Performance & Value-Based Metrics To Transform Service Delivery

CEO Technology Summit: Leading & Competing In A Digital Age

As the use of value-based reimbursement in health plan contracts expands, provider organizations need technologies that can track and report clinical quality metrics compared to contract requirements. Will this functionality be in your EHR? In other software applications? In analytic dashboards? Other metrics, such as access to care, treatment engagement, referral, and response time, will need to be monitored. This case study session will discover how other organizations use technologies to manage care and costs better.

Ken Carr

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

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

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

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


4:00 pm – 5:00 pm PT

Capitalizing On Your ROI: Driving Your Strategic Technology Investments

CEO Technology Summit: Leading & Competing In A Digital Age

Carving out your strategic advantage from business intelligence (BI) and other data sources that aggregate information on consumer population health, experience, and costs, is the “wholly grail” of performance management. In this session, gain best practices for optimizing clinical quality and performance metrics through reporting. Learn how to implement dashboards for the board of directors, executive team, department managers, and individual staff.

Ken Carr

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

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

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

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


4:00 pm – 5:15 pm PT

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

Knowledge Partner Session

Sponsored by Netsmart

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

In this session, you will hear about:

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

Neal Tilghman

As General Manager of Integrated Care, Neal Tilghman endorses a client focused and strategic market model around Netsmart’s solutions with a keen awareness of the current state of behavioral health, addictions treatment and physical health, while maintaining a forward-looking approach as to where our clients need to be and how we get them there with the appropriate technology. As an advocate of integrated care and its inclusion of addictions, Neal promotes whole-person care as the best means to improve patient care, achieve better outcomes and reduce costs. Neal completed his graduated studies at East Carolina University and has 30 years of experience in behavioral health.

Tricia Zerger


4:00 pm – 5:30 pm PT

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

Case Study

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

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

John Sheehan, MBA, FACHIE

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

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

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

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

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

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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

Deanne Cornette

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

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

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

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

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

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


5:00 pm – 5:30 pm PT

OPEN MINDS Technology Requirements Checklist – 18 Must-Have Capabilities

CEO Technology Summit: Leading & Competing In A Digital Age

In this wrap-up session, hear a rundown of OPEN MINDS’ 18-question checklist to help executive teams assess their current technology-based management capabilities and gaps in meeting strategic growth and future goals and requirements. If there are gaps in these management capabilities, management teams must develop a plan to meet these functionality basics.

Ken Carr

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

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

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

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


5:30 pm – 6:30 pm PT

Executive Networking Reception

Networking

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


7:00 am – 8:00 am PT

Executive Breakfast

Networking

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


8:00 am – 9:00 am PT

Connecting The Dots: How North Carolina Is Creating Statewide Coordinated Network For Consumers

Keynote

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

Elizabeth Cuervo Tilson, M.D., MPH

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

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

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

Sharon Hicks

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

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

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

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

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


9:15 am – 10:45 am PT

Thought Leader Discussion

Thought Leader Discussion

Elizabeth Cuervo Tilson, M.D., MPH

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

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

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

Sharon Hicks

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

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

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

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

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

Integration of Platform Components: Thinking Beyond Your EHR

Best Practices / How-To

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

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

Andrew Bronson

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

Kate Benedetto

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

Carol Clayton, Ph.D.

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

Joseph P. Naughton-Travers, EdM

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

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

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

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

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


11:00 am – 12:15 pm PT

World Class Healthcare In Your Neighborhood: Should Your Organization Be National? (Or At Least State-Wide)

Best Practices / How-To

Planning for growth can be both exciting and nerve-wracking. As you prepare for the future and reexamine your service lines, there will be areas ripe for growth (and some that can be cut). When it comes to change, the question becomes, how do you build your growth plan across state lines? And should you? If you have a service that can meet the needs of specialty populations regardless of location, where should you start in terms of planning? Response to RFPs, multi-state licensing, state regulations, and marketing plans are all considerations to build into a growth plan, and navigating these can feel a bit overwhelming. Hear lessons from organizations that have grown organically and thoughtfully, and discover how to apply them to your organization. This session will focus on:

• Considerations for growth planning and strategies
• Interstate licensing issues and opportunities
• Case study examples from organizations that have instituted effective growth plans

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.

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.

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

CFO Consortium Session

Sponsored by NextGen Healthcare

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

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

Troy Brindle

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

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

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

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

Ken Carr

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

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

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

Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.

Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.

Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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

John Falsetti

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


12:15 pm – 1:45 pm PT

Lunch On Your Own

Networking

1:15 pm – 1:45 pm PT

Post Lunch Pick Me Up

Networking

1:45 pm – 3:00 pm PT

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

Knowledge Partner Session

Sponsored by Streamline

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


1:45 pm – 3:15 pm PT

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

Best Practices / How-To

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

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

Sharon Hicks

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

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

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

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

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

Carol Clayton, Ph.D.

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

How Do You Fit All The Data Pieces Into The Larger Puzzle?

OM Breakout

You did it! You compiled all the data. You heard you needed data, so data you’ve got. You’ve gathered all the pieces to the puzzle, and you are ready to put it all together, but where do you start? A corner? An end piece? It can be hard to know where to begin, let alone sorting, finding patterns, and discerning how you should use your data points to gain actionable insights. Hear from an organization that navigated these issues, how they translated data into insights and patterns, and the tool they utilized to help inform the organization’s future decision-making. Learning objectives for this session include:

• Translating the data into a cogent story
• Interpreting data analytics to inform strategy
• Data system tools and strategies – a provider organization’s perspective

Erin Boyd

Erin Boyd is Talkspace’s Chief Growth Officer, Enterprise. A proven leader in the healthcare industry, Erin brings a successful 25-year track record of managing sales operations, business development, strategy and marketing. Erin is responsible for driving growth and delivering differentiated solutions and capabilities to Talkspace’s Enterprise customers.

Prior to joining Talkspace, Boyd led Cigna’s behavioral network strategy, ensuring that customers had affordable, high-quality options when receiving behavioral health and substance abuse care. During her tenure at Cigna, she oversaw network programs and solutions that drove innovation, delivered cost-savings and improved outcomes to advance behavioral health access. Prior to Cigna, Boyd held a leadership position in business development and marketing for Aurora Behavioral Health System, a preeminent psychiatric hospital system.

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.

Ray Wolfe, J.D.

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

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

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

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

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

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

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

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


3:15 pm – 3:45 pm PT

Raffle Prize Drawing

Networking

Join us in the exhibit hall to see if you won any of the great prizes and visit with the vendors!

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.


3:45 pm – 4:15 pm PT

Closing Keynote

Keynote

Monica E. Oss

Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.


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