The 2022 OPEN MINDS CEO Technology Summit: Leading & Competing In A Digital Age
Leading & Competing In A Digital Age
2022 Summit Agenda
CEO Technology Summit Welcome & Introduction: OPEN MINDS Technology Framework For Success
Learn about the technology framework and performance data that executive teams need for future sustainability and success. OPEN MINDS Chief Executive Officer, Monica E. Oss, will review the OPEN MINDS technology framework – and discuss how this expanded functionality plays a critical role in making strategy a success. Learn more about the capabilities needed for hybrid service delivery; for improving consumer engagement and experience; for health plan value-based contracting; for expanded EHR functionality; and for integrating human resource management and financial management into an organization-wide performance management platform.
Monica E. Oss
Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. Ms. Oss is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field. She has unique expertise in payer financing models, provider rate setting, and service pricing. She has led numerous engagements with state Medicaid plans, county governments, private insurers, managed care programs, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Competing In A Digital World: Technology’s Role In Building The Hybrid Community-Based Service Delivery Platform Of The Future
The service delivery system is no longer telehealth or in-clinic. The pandemic has pushed payer and consumer expectations to a new hybrid model – telehealth and in-clinic services, but also asynchronous digital, in-home services, and remote monitoring services. Join us for a discussion of the new hybrid service delivery model and the technology to support it. From secure testing to electronic visit verification, to smart homes and online scheduling – get an executive briefing on the functionality and the challenges.
Jill Wiedmann-West
Jill Wiedemann-West joined People Incorporated as its first Chief Operating Officer in 2010. She was promoted to CEO in 2014. Wiedemann-West’s professional background and experience is in healthcare operations, management, and service development. Prior to joining People Incorporated, she was a chief operating officer at the Hazelden Betty Ford Foundation. She holds a Master of Arts in Psychology and Human Behavior from National University in San Diego and a Bachelor of Arts in Sociology and Social Work from the University of Wisconsin – Madison.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Leveraging Technology To Enhance Consumer Experience & Engagement
Consumer engagement and consumer experience are critical to the future success of community-based organizations. Consumer engagement is the key to success with a performance-based payment initiative. Engaged consumers are consumers with a better ability to manage chronic conditions. And a great consumer experience is critical to engaging those consumers – and becoming the provider of choice. In this session, gain an overview of consumer-facing technology promoting from consumer decision support and health management tools; and learn more about how to optimize consumer experience – website, social media, information, data portal, scheduling, fee schedules, billing, and more.
Rachel Wood, Ph.D.
Rachel Wood, PhD, Vice President of Learning Health Systems for Discovery Behavioral Health, is a licensed clinical psychologist in the behavioral health field for more than twenty years. She has provided direct service for children, adolescents and adults in various levels of care including outpatient, intensive outpatient and partial hospitalization programs, sub-acute residential and acute inpatient. During her time at Discovery, Rachel spent many years overseeing the Admissions and Payer Relations Departments where she implemented nationwide medical necessity level of care guidelines and drove Discovery’s national insurance contracting efforts. In her current position, Rachel’s focus is to leverage technology to gather evidence and develop predictive models to improve care, access, and outcomes.
Rachel’s current programs utilize asynchronous, patient-led platforms that increase the frequency and intensity of support following discharge and afford real-time intervention for at risk alumni. In March 2020, as Director of Alumni Services, Dr. Wood launched Discovery’s mobile support apps allowing alumni and families to remain connected to staff, obtain recovery resources and educational content, and offer and receive around the clock peer support following discharge. The app is an extension of the in-person alumni programs offered by Discovery to provide a supportive community that fosters long-term recovery. Rachel received her Doctor of Philosophy in Clinical Psychology and Master of Arts in Clinical Psychology from the California School of Professional Psychology, San Francisco. She completed the International Scholars Program at Imperial College London, England. Her dissertation on the relationship between personality and scientific predilection and theory was presented at the International Conference for the Psychology of Science & Technology.
Rachel is speaking during Analytics – The Data Points That CEOs Should Be Looking At & How To Get Them.
Jim Geckler
Jim is a native of Buffalo, NY who has served the recovery community in a professional capacity for almost 20 years. Throughout his career, Jim has sought to remove the stigma of recovery and open the path to treatment for families and individuals. His experience in addiction treatment has touched all phases of the continuum of care, from establishing the first LGBT recovery residence in Minneapolis to leading families through the process of intervention as Chief Operating Officer of Addiction Intervention Resources, to multiple leadership roles at the Hazelden Betty Ford Foundation, before finding his home at the Harmony Foundation in 2015.
As Chief Executive Officer at the Harmony Foundation, Colorado’s oldest residential treatment program, Jim has focused on increasing Harmony’s capacity to meet the unique needs of people who struggle with substance use disorder. Jim is proud of the work done by the Harmony team to modernize and expand services, including a robust Alumni Recovery Support Network and a thriving Intensive Outpatient Program. Jim has guided improvements to the Harmony campus, updating client housing and public spaces, bookstore, adding a mindfully constructed 12 Step trail, a disc golf course, and a labyrinth.
Jim’s passion for community engagement led him to a position on the Estes Park Restorative Justice board, supporting alternate opportunities for people to make amends to their community. Most recently Jim was honored to be invited to join the national board for Treatment Professionals in Alumni Services (TPAS), a nonprofit group setting the bar for alumni services. The Harmony Foundation was a founding member of TPAS and as Director of Alumni services while at the Hazelden Betty Ford Foundation Jim supported the mission of TPAS.
Work at Harmony brought Jim and his family to Colorado, where they have set down roots in Allenspark. Jim and his husband Peter are pleased to be a part of the Estes Valley community and excited to be Coloradans.
Ken Carr
Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.
Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.
Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
CEO Technology Summit Lunch & Learn
Sponsored by: 
Is It Time For New Technology? Leveraging The Data You Already Have To Determine If A Change Is Worth The Pain
Implementing a new EHR or other healthcare technology can be expensive and disruptive. How do you decide if the gains are worth the pains? In this session our panel will discuss how your data can help you make an informed decision before making a switch.
- Should you consider integrating multiple technologies or look for an all-in-one solution?
- How do you determine if the investment is going to drive enough revenue to pay for itself?
- What are the analytics that matter and are you able to currently measure them?
- Are your technology vendors thinking about and planning for the future?
* Lunch will be provided courtesy of Qualifacts!
Jenny Culver
Christy Winter
Christy serves as a Product Director at Qualifacts and is responsible for the clinical and reporting/analytics products. Additionally, she has 12+ years’ experience in program evaluation, practice-based research, outcomes measurement, and quality improvement experience in the provider setting. Christy has a Bachelor’s in Psychology and a Master’s in Social Work.
Tammy Selleck
Leveraging her extensive background as a public accountant and controller for a community mental health center, during her time with Credible Tammy brought 78 agencies live including seven in new states and 22 with RCMS (outsourced billing). She was a leader in integrating Change Healthcare with Credible, streamlining many billing processes along the way. She also redesigned the billing workflows to align with the platform’s best practices, using that opportunity to create the “Credible Billing: Step By Step” documentation. She currently oversees more than $120 million in Qualifacts Revenue Cycle Management Services. Tammy has earned a BS in Business Accounting and an MBA, both from Indiana University.
Allegra Landers
Allegra Landers brings over 18 years of experience in strategic healthcare marketing to OPEN MINDS. Ms. Landers is a team builder and revenue-oriented marketer recognized in Becker’s Hospitals Women in Health IT to Watch in 2022. Ms. Landers currently serves as a Senior Associate for OPEN MINDS.
Before joining OPEN MINDS, Ms. Landers was the Chief Marketing Officerfor Concord Technologies. She served as a member of the executive team, responsible for a 5 million dollar budget, strategy development, and execution to deliver engagement and pipeline creation necessary to deliver desired revenue at a targeted EBITDA.
Previously, Ms. Landers served as Director of Marketingfor Qualifacts Systems, Inc., a technology and services company serving the behavioral health and human services market. In this position, Ms. Landers led a marketing organization responsible for brand and marketing strategy, go-to-market planning, sales enablement, and multi-channel demand generation programming that consistently delivered year-over-year growth.
Prior to joining Qualifacts, Ms. Landers served as Marketing Directorfor HealthTeacher, Inc, a leading interactive provider of healthy activities that improve children’s lives. As the marketing director, Ms. Landers led the complete life-cycle of the national marketing strategy for all customer acquisition and retention initiatives. In addition, she was responsible for strategic planning, budget creation, market analysis, product positioning, branding, sales tool creation, campaign development, execution, and measurement.
Previously, Ms. Landers served as Senior Marketing Managerfor Quorum Health Resources, hospital management and consulting company, responsible for strategic planning, coordination, and execution of all marketing for the QHR Learning Institute.
Ms. Landers served as Marketing Directorto Connective Health, a healthcare technology startup serving physicians, hospitals and health systems, and educators, and as Interim Marketing Directorfor Stinger Medical, a point-of-care technology company.
Ms. Landers received her Bachelor of Science with Double Major in Cognitive Studies and Music and is currently pursuing her MBA at Middle Tennessee State University.
Mastering Performance: Using Analytics To Monitor Value & Transform Service Delivery
Managing performance using metrics has never been more important. Executive teams and managers need real-time, actionable metrics to adjust strategic initiatives and investments. To manage the performance of service delivery. To improve efficiency. To succeed with value-based reimbursement. In this session, learn how to create a data-driven culture and build the metrics systems that work.
Randall Haskins, MHA
Randall Haskins, MHA, has more than 25 years of experience in the non-profit behavioral health field in Ohio. This service has been across a variety of administrative domains: the application of technology to behavioral health, data and analytics, financial leadership, and program development. Mr. Haskins had previously served as Chief Information Officer with Integrated Services for Behavioral Health with track record in development of innovative tools to streamline processes, promote efficiency and quality, and increase access to care. As Chief Operating Officer, Mr. Haskins has overseen the implementation of several major grants and a major State of Ohio at-risk youth initiative across 21 counties in Southeast and Central Ohio. Randall has a Bachelor’s in History from the University of Dayton and a Master’s in Health Administration from the University of Cincinnati.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.
Capitalizing On Your ROI: Driving Your Strategic Technology Investments
So many new technologies – and they all demand financial and human resources. How do executive teams make a decision about the right investment? Ken Carr, OPEN MINDS Senior Associate, will walk through the strategic technology alignment process – from the technologies needed to support your strategic plan, to budgeting, to an analysis of return on investment.
Ken Carr
Ken Carr brings over 30 years of finance, technology, data analysis and reporting experience in the health and human service field to OPEN MINDS. He currently serves as a Senior Associate with the OPEN MINDS consulting practice. In this role, Mr. Carr serves as a subject matter expert in the OPEN MINDS consulting practice where he has led numerous engagements in strategic planning, merger and acquisition prospecting, business process improvement, managed care and value-based contracting preparedness, financial analysis of service lines, and technology selection.
Prior to joining OPEN MINDS, Mr. Carr served as the Chief Financial Officer for Elite DNA Therapy Services, a mental health provider based in Fort Myers, FL. In this position, Mr. Carr led development of the strategic plan, identified opportunities to optimize the EHR, and restructured financial reporting and analysis by service lines and key metrics.
Prior to his role at Elite DNA Therapy Services, he served as the Chief Financial Officer of The Centers, a community mental health center in Ocala, Florida. In this position, Mr. Carr led a realignment of the organization’s financial management functions. This included revenue cycle management, EHR bill implementation and reporting, cash management enhancement, and strategic financial analysis.
Prior to his role at The Centers, Mr. Carr served as Chief Financial Officer of Guild Incorporated, an organization providing residential and community based mental health services in St. Paul, Minnesota. As CFO, Mr. Carr led the financial, billing, IT, quality, informatics, compliance, and facilities activities. During his tenure at Guild Incorporated, Mr. Carr used his expertise in change management and business process improvement to lead the EHR implementation team, align service data reporting and financial performance, and lead the financial and data capture activities for new service initiatives.
Mr. Carr has also held the positions of Administrative Director and Finance Director at the St. Paul National Testing Laboratory, a biomedical testing facility of the American Red Cross. In those positions he oversaw activities to enhance inventory management, align financial results to industry standards, and improve financial and facilities performance through problem analysis and quality management initiatives. He also was involved in directing human resource functions during laboratory closing near the end of his tenure.
Mr. Carr earned a Bachelor of Science in Business Administration from the University of South Dakota, and a Master of Divinity Degree from Sioux Falls Seminary. He maintains an active CPA license with the State of South Dakota.
OPEN MINDS Technology Requirements Checklist – 18 Must-Have Capabilities
In this wrap-up session, the OPEN MINDS faculty will lead a discussion of how executive teams should approach the digital transformation needed for strategic success. They will review the OPEN MINDS 18-domain checklist and expand on how executive teams can assess their current technology-based management capabilities and gaps in meeting strategic growth and future goals and requirements.
Joseph P. Naughton-Travers, EdM
Joseph P. Naughton-Travers, EdM, Senior Associate, has more than 30 years of experience in the health and human service field. In this tenure as senior associate with OPEN MINDS since 1998, he has served as lead of dozens of client initiatives, served as editor of OPEN MINDS publications, and is the author of many groundbreaking articles and presentations.
Mr. Naughton-Travers brings to OPEN MINDS a broad range of experiences in private and public sector delivery of behavioral health and social services. He started his career as a behavioral health clinician, working in both child welfare and community mental health clinic settings. Subsequently, Mr. Naughton-Travers held a senior business operations management position for a psychiatric hospital system and its community mental health clinics. Later, he was vice president of a firm specializing in information systems and billing and receivables management for community-based mental health programs.
Since joining OPEN MINDS, Mr. Naughton-Travers has developed business solutions for provider and professional organizations, state and county government, technology companies, and venture capital firms. His primary areas of expertise include strategic planning and metrics-based management, electronic health record (EHR) and technology selection and implementation, operations improvement, and corporate compliance. For the past decade, over half his consulting practice has focused on aiding organizations in technology selection and implementation, including all aspects of strategic technology planning, functional specifications development, request for proposal development, vendor selection, and contracting.
He has written numerous articles, including “Winning the Human Resource Wars: Tried, True and New Strategies for Behavioral Health and Social Service Organizations,” “Five Pillars of Management Competency,” “Data Driven Decision Making: Moving to an Organizational Measurement Culture,” “Survival of the Smartest: What is Your Organization’s Information Literacy IQ?,” and “Strategic Human Resource Management: Aligning Compensation with Employee Performance and Organizational Strategy.” Mr. Naughton-Travers is also a nationally recognized speaker, having conducted hundreds of executive and professional executive training events around the nation.
Mr. Naughton-Travers received his Bachelor’s degree from Miami University of Ohio and his Masters’ of Education in Counseling Psychology from Boston University.