Cutting Edge Performance Through Tech & AI
Uncover the cutting-edge Technology and AI strategies your organization needs to address the most pressing challenges keeping health and human services CEOs awake at night.
This summit is designed specifically for CEOs and is dedicated to empowering organizations to enhance performance and improve the quality of care through the latest advances in technology and AI. ​Learn from industry leaders through in-depth case study sessions dedicated to advances in clinical service delivery with AI, including using tech for better analytics, tech for an enhanced consumer experience, updates on privacy and cybersecurity, and using tech to battle workforce shortages and increased demand. ​
Summit Chair:
Sharon Hicks, MBA, MSW
Senior Associate,
OPEN MINDS
2025 Summit Agenda
Becoming A Technology First Organization With Keystone Human Services
Organizations are looking to make the move beyond traditional operational models and embrace a technology-first mindset. This session will explore what it means to lead with technology – not just in tools and systems, but in terms of outcomes and person-centered care. Whether you’re early in your digital journey or working to accelerate it, this session will provide strategic insights and case studies to guide your path forward as a technology-first organization.
Key takeaways include:
- Developing the leadership and culture necessary for digital transformation
- Identifying and scaling the right technologies to improve outcomes and efficiency
- Leveraging data to enhance performance and patient satisfaction
Nathan Gerhard
Nathan Gerhard serves as the Associate Executive Director of Intellectual Disabilities Services at Keystone Human Services in Pennsylvania. With over two decades of experience in the field of Intellectual Disabilities in both Pennsylvania and Maryland, Nathan is currently concentrating on expanding the use of enabling technology and remote supports throughout Pennsylvania, Delaware, and New Jersey. Since 2018, he has been spearheading the initiative to incorporate independent living technology into conventional service models beginning with two residential homes in North Central Pennsylvania. By 2024, Keystone expanded its reach to more than 130 locations, aiding over 250 people with independent living technologies embedded within their natural support systems in their service delivery models.
Transforming The Consumer’s Experience Through A Tech-Enabled Journey
Today’s health care consumers expect seamless, personalized, and convenient experiences—similar to what they receive in other industries. This session explores how technology is reshaping the consumer journey from access and engagement to care delivery and follow-up. Attendees will learn how leading organizations are leveraging digital tools such as patient portals, mobile apps, AI-driven support, remote monitoring, and integrated communication platforms to enhance satisfaction, improve outcomes, and build lasting loyalty. Designed for health care leaders, this session provides practical insights into building a tech-enabled consumer experience strategy that meets evolving expectations while maintaining clinical excellence.
Kim Sonafelt, MS, LPC, CADC
Kim serves as the Chief Executive Officer of Mainstay Life Services, a nonprofit organization supporting people with Intellectual and Developmental Disabilities throughout Western Pennsylvania. Kim has over three decades of leadership experience in the nonprofit and human service sectors. Kim is known for her visionary leadership, strategic innovation, and deep commitment to advocacy and person-centered support.
Under Kim’s leadership Mainstay has expanded its reach, strengthened its use of data and technology to improve outcomes, and has launched forward thinking initiatives focused on inclusion, independence and quality of life. Her approach centers on advocating for equity in disability services and empowering individuals and families through tailored supports.
Kim holds a master’s degree in psychology and is a licensed professional counselor and a certified alcohol and drug counselor.
Heather Lewis, ETL
Breakthrough To Better Care: CCHO’s AI-Driven Success In Behavioral Health
A growing number of behavioral healthcare agencies are leveraging AI to ease documentation burdens and workflow bottlenecks, allowing providers to treat more clients and improve engagement.
This session will illuminate how Christian Children’s Home of Ohio (CCHO) harnessed the power of AI to transform their operations, deepen client relationships, and significantly improve clinician burnout.
Join Tonia Hanshaw, Special Project Manager at CCHO, as she shares a simple, step-by-step roadmap of CCHO’s AI journey. Discover how CCHO identified its clinical documentation challenges and evaluated AI partners before selecting Qualifacts® iQ. Attendees will gain valuable insights into:
- CCHO’s Core Challenges: Understand the specific documentation hurdles that drove CCHO to seek an AI solution aimed at reducing clinician stress and enhancing client engagement.
- Strategic AI Partner Selection: Explore CCHO’s robust criteria for choosing an AI solution and technology partner, including the factors that ultimately met their unique needs.
- Real-World Impact & Optimization: Unpack CCHO’s tangible progress and outcomes, including an impressive 80% reduction in note-taking time and enhanced client interactions—a testament to the right AI adoption.
- Developing Your AI Adoption Strategy: Walk away with actionable insights to develop an AI adoption strategy tailored for your own agency.
This presentation offers a direct look at how one organization broke through barriers to provide better care, leveraging innovative technology to achieve remarkable improvements in service delivery and client experience.
Tonia Hanshaw
Tonia Hanshaw, Special Projects Manager at Christian Children’s Home of Ohio (CCHO), has been a dedicated employee since June 2007. Initially hired to spearhead the credentialing of the agency’s clinical providers with commercial insurance companies, Tonia transitioned into the role of Assistant Director of Finance. In 2016, she took the lead in the agency’s implementation of Qualifacts’ CareLogic EHR. Recognizing the demands of this critical project, Tonia moved into her current role as Special Projects Manager, allowing her to focus on the ongoing development and optimization of the EHR. Building on her commitment to leveraging technology for enhanced care, Tonia led the 2023 implementation of Qualifacts Client Experience Solutions (formerly OnCall). In 2024, her proactive approach led CCHO to participate in Qualifacts® iQ Beta team, and she continues to drive the adoption of the product across the agency’s provider network.
Nathan Loggans
Nathan Loggans is the Senior Product Marketing Manager for AI & Innovation at Qualifacts, where he leads go-to-market and product marketing strategy for the company’s flagship platforms: Qualifacts iQ, OneQ, and BI & Data. His expertise spans go-to-market strategy, product positioning, lifecycle marketing, and customer engagement across healthcare and SaaS.
With more than a decade of experience in strategic marketing and digital transformation, Nathan has led teams across organizations ranging from early-stage startups to Fortune 10 enterprises. Prior to joining Qualifacts, he served as Head of Marketing at PrimeAI, where he built the marketing function from the ground up and scaled annual recurring revenue (ARR) to more than $5M.
Nathan earned his Bachelor of Arts from Maranatha Baptist University and his MBA from Villanova University, with concentrations in Strategic Management, Marketing, Analytics, and Management Information Systems. He is recognized for aligning cross-functional teams, shaping executive strategy, and driving measurable growth outcomes. Outside of work, Nathan is a passionate Green Bay Packers fan, an avid audiobook listener, and enjoys playing guitar.Â
What CEOs Should Know About Privacy & Cybersecurity
In an era of increasing cyber threats and evolving privacy regulations, behavioral health care organizations face unique risks and responsibilities. This session is designed specifically for CEOs and executive leaders to understand the critical intersection of privacy, cybersecurity, and behavioral health. Attendees will gain insight into the latest regulatory developments (including HIPAA, 42 CFR Part 2, and state laws), emerging cyber threats targeting behavioral health data, and the reputational and operational impacts of breaches. The session will also offer strategic guidance on building a security-conscious culture, investing in the right protections, and preparing for audits or incidents. Equip yourself with the knowledge to lead confidently and protect your organization’s most sensitive assets.
Advanced Operations & Clinical Service Delivery Through AI Innovations
Explore the latest advancements, as well as the pitfalls and risks, in clinical care powered by artificial intelligence. Presenters will discuss how AI is revolutionizing patient diagnoses, treatment plans and overall care delivery. Join us to hear more about cutting-edge technologies, including machine learning and predictive analytics, that are enhancing decision-making, improving outcomes, streamlining health care processes and aiding in the issue of workforce shortages. Plus, hear the disadvantages and risks to look out for when implementing the latest AI innovations as they develop at a rapid pace.
Shalom Lichtenstein, MSN, FNP-BC
