Today’s CTOs are at the forefront of business operations and are more vital than ever. They are developing strategies to stay ahead of a rapidly changing industry. Chief Technology Officers must have the best tech planning, selection, and implementation practices. Providers who can leverage technology to reduce workload, improve operational efficiencies, and produce/report improved outcomes will not just succeed but have a significant advantage over competitors. This competitive edge drives CTOs to excel and stay ahead in the industry.
The OPEN MINDS Chief Technology Officer Learning Path was created to equip today’s CTOs with cutting-edge strategies for leveraging technology to improve consumer engagement, advance hybrid delivery models, strengthen your care network, improve organizational efficiency, and use AI to enhance clinical productivity.
View featured courses and sessions below and take the next step towards enhancing your skills and strategies!
Finding An Electronic Health Record System For Your Future: The 2025Â OPEN MINDS Seminar On Best Practices In EHR Selection, Contracting & Optimization
Sponsored By: 
Over the past twenty years, adopting electronic health record systems (EHRs) has changed how health services are managed and delivered. As the health care system has continued to evolve with more value-based reimbursement, the push towards integrated care coordination, and the rise in consumerism, the technology infrastructure needed by provider organizations has changed—including EHRs. For most executives, the EHR is a significant investment, and choosing the right system (or keeping the wrong system) can make or break any organization.
This essential seminar is for any executive considering a new EHR system—whether it is your organization’s first EHR or upgrading a system that isn’t delivering the functionality needed for sustainability. Also, OPEN MINDS Associates will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:
- The best practice model for assessing the tech functionality your organization needs for future success
- Steps for vetting vendors and their products and services
- Budgeting for EHR software and implementation
- Ensuring the best value and performance in contract negotiating
3:15 pm – 3:45 pm ET
A Clinician’s Perspective: Essential Features & Common Pitfalls In EHR Selection
A special presentation as part of the Finding An Electronic Health Record System For Your Future Seminar, brought to you by Core Solutions
Join Dr. Mike Arevalo, a practicing clinician and industry leader, for a frontline perspective on EHR selection. Drawing from real-world implementation experience, Dr. Arevalo will share the most common mistakes organizations make during evaluation, the clinical features that actually matter for daily workflows, and how to assess AI capabilities that deliver genuine value versus marketing promises. Learn practical strategies for choosing technology that supports both clinician satisfaction and quality patient care—ensuring your EHR investment drives sustainable outcomes for your organization.
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.
Michael Arevalo, Psy.D
Michael Arevalo, Psy.D., is a licensed clinical psychologist with experience in evidence-based treatment and quality improvement across diverse clinical settings, including community mental health organizations, private practice, university counseling centers, and major healthcare systems like the VA and Kaiser Permanente. As Director of Clinical Strategy at Core Solutions, Inc., he leads the integration of clinical best practices into the company’s EHR platform, collaborating with product, engineering, and AI teams to develop data-driven solutions that enhance clinician workflows and patient care. He also defines quality metrics, ensures regulatory compliance, and develops training programs to optimize digital health tools.
Best Practices For Investing In Technology & AI: The 2025 OPEN MINDS Executive Seminar On Maximizing Your Tech’s ROI For Future Competitive Advantage
Sponsored By:
In an era of accelerating change, health care organizations must make strategic, data-informed investments in technology and artificial intelligence to remain competitive and financially sustainable. This executive-level seminar will explore how to evaluate, implement, and optimize tech and AI solutions that drive measurable ROI, improve clinical and operational outcomes, and position your organization for long-term advantage.
Through case studies, expert insights and peer dialogue, participants will gain practical frameworks for prioritizing technology investments, aligning digital strategy with enterprise goals, and ensuring adoption and impact across the organization. Designed for C-suite leaders, this seminar offers the strategic guidance needed to future-proof your organization and lead with confidence in an increasingly digital health landscape.
Key topics include:
- Identifying high-impact AI and tech investments that deliver enterprise value
- Measuring ROI beyond cost savings: quality, outcomes, and workforce efficiency
- Avoiding pitfalls in tech adoption and implementation
3:00 pm – 3:30 pm ET
Maximizing EHR ROI: Essential AI Features That Deliver Measurable Value
A special presentation as part of the Technology & AI Investment Seminar, brought to you by Core Solutions
Join Ravi Ganesan as he demonstrates how to build real ROI from AI-powered EHR technology. Moving beyond ambient listening, discover the full spectrum of AI capabilities that drive measurable value for provider organizations—from intelligent clinical documentation and automated care coordination to data-driven insights that improve outcomes. Through practical use cases and live demonstrations, you’ll learn which AI features are essential for creating sustainable ROI, how to identify high-impact opportunities within your EHR environment, and strategies for rapid implementation that deliver results in weeks, not years.
The session will also explore emerging agentic AI capabilities and their potential to further transform operational efficiency. Whether you’re evaluating new technology or optimizing existing systems, this session will equip you with a practical framework for leveraging AI to achieve competitive advantage and long-term financial sustainability.
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.
Benjamin Smith
Benjamin T. Smith brings a strong background in database management and technology solution experience to the OPEN MINDS team. With over 15 years of database and software experience, he has demonstrated expertise with Microsoft SQL Server Management Studio (SSMS), Azure, Google Suite/Analytics/Lookup, Word Press, Squarespace, Winautomation, and Woopra. In addition, Mr. Smith has a high proficiency in MS Office applications, including MS Access, and VBA coding. In his current role as Executive Vice President, Technology, Mr. Smith uses his skills to manage the OPEN MINDS SQL Server Database, create dashboards and benchmark surveys, and develops reports for the OPEN MINDS online communities.
Previously, Mr. Smith was the Director of Club Sports for the University of Lynchburg Athletics Department where he automated many functions in the department including data collection, registration, payments, and rosters. He also represented the Athletic Department on the University’s Technology Implementation committee.
Prior to his work at the University of Lynchburg, Mr. Smith was the Assistant Director, Intramural Sports and Technology Liaison at the Virginia Tech Recreational Sports Department in Blacksburg, VA. During his tenure, Mr. Smith implemented several technology solutions for the department including Office365 and SharePoint, and transitioned the department to Fusion for registrations. Mr. Smith also worked with other members of the technology team to design and develop an in-house tracking program and to sync the MySQL backend database with the MS Access database.
Additionally, Mr. Smith has worked as a computer and technology consultant engaging in projects such as developing software using C++ and MS Access, training staff on implementation and Microsoft products, and assisting call centers with desktop software support.
Mr. Smith earned both his Master of Business Administration degree, with a concentration in Organizational Leadership, and his Bachelor of Science Degree in Business Information Technology from Virginia Polytechnic Institute and State University in Blacksburg, Virginia.
Ravi Ganesan, MBA
Ravi Ganesan is the founder and CEO of Core Solutions, where he leads the revolution in behavioral health through artificial intelligence and other cutting-edge technologies. With over 25 years of dedication, Ravi has addressed the unique challenges of the health and human services industry by developing innovative EHR technology, significantly improving treatment outcomes. His deep expertise in healthcare and technology, combined with a strong commitment to customer satisfaction, has established Core Solutions as a leading software provider nationwide.
Under his leadership, Core Solutions has pioneered AI-driven solutions for clinical documentation, treatment planning, and care delivery optimization in behavioral health settings. As CEO, Ravi has successfully established partnerships with large providers, government agencies, and leading management consulting firms to improve treatment for behavioral health and intellectual and developmental disability services.
Ravi is a recognized thought leader and frequent speaker on AI implementation, data-driven decision-making, and digital transformation in healthcare. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.
Beyond The Algorithm: Preserving Human-Centered Care In The Digital Era
As AI transforms the landscape of health care,  Kaiser Permanente continues to put people first. In this visionary keynote, Richie Grantham, Senior Manager, Health Innovation at Kaiser Permanente, explores how one of the nation’s leading integrated health systems is using AI not to replace human care, but to enhance it. Discover how Kaiser Permanente is weaving cutting-edge technology into its deeply rooted, people-first philosophy—enhancing clinical decision-making, supporting care teams, and building stronger, more trusting relationships with patients.
Richie Grantham
As a human-centered design pioneer, Richie Grantham has spent the past decades using insight into human behavior to help craft innovation strategies and experiences for brands, ranging from start-ups to Billion-dollar global cultural icons, across industries.
He’s brought his passion for design and innovation expertise to Kaiser Permanente as a senior leader within clinical innovation for Southern California, managing a diverse team of creatives and human centered designers to work with executive leaders and innovation champions within the organization to transform healthcare in meaningful and impactful ways.
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.
Skills vs Strategy: The Tech Staffing You Really Need
During this time of rapid technological advancements and market change, the demand for skilled tech professionals is at an all-time high. But is focusing solely on technical skills the key to success? In this session, experts will explore the balance between technical expertise and strategic staffing, helping organizations navigate the complexities of building a high performing tech team. We will discuss the critical skills required for today’s health care technology landscape, how to align staffing strategies with long-term organizational goals, and the role of leadership in creating a cohesive, agile workforce that can respond quickly. Join us for insights into building a team that not only has the right technical skills but also the strategic vision to drive innovation and enhance patient care.
John Falsetti
Mr. Falsetti is the former Chief Information Officer for Maryville Academy. 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.
Meg Perillo, MA
For over 25 years, Meg has delivered competent services collaboratively, with passion, enthusiasm, high integrity, and a commitment to serving the community – keeping focus on quality, driving results, and relationship building at the forefront.  A community leader in Finance and Operations, small and large-scale Project Management, Meg brings to the table a wide variety of cross-system management and clinical experience within government, public and private sectors across Human Services, Education, Behavioral Health, and Criminal Justice systems. Meg received her bachelor’s in education from the University of Tennessee and a master’s in counseling from Arcadia University. She is fluent in American Sign Language (and you will often see her talking with her hands). In her role of VP of Quality and Innovation at Access Services, Meg has been instrumental in building a data-informed growth and governance infrastructure comprised of multidisciplinary teams in support of our digitization journey.Â
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
Heather Lewis joined Mainstay Life Services in 1991 and has devoted more than three decades to empowering people to live more independently. In her role as Technology Coordinator, she leads the evaluation, coordination, and implementation of assistive technology and remote supports across the organization. Heather works closely with program management and direct care teams to ensure that technology solutions align with Mainstay’s person- and community-centered values.
Over the years, Heather has advanced through a variety of roles—beginning as a Direct Support Professional, later serving as a Program Coordinator of Residential Operations, and ultimately becoming a key leader in Mainstay’s technology initiatives. Her deep understanding of the organization’s mission, coupled with her expertise in enabling technology, allows her to bridge innovation with compassionate care. Heather’s dedication continues to shape how Mainstay integrates technology to enhance independence, dignity, and quality of life for the people it supports.
Smart Investments In Health Care Technology: Preparing For Challenges & Seizing Opportunities
Harness the power of your technology investments as a tool to drive the growth of service lines and expand access to care. Hear case studies from organizations that have made the tough decision of what technology investments are right for their organizations and how they worked with key stakeholders and staff to facilitate smooth implementation.
Additionally, this session will address how to handle setbacks when things don’t go as planned, offering practical guidance on risk management, troubleshooting, and strategies for remaining flexible when the inevitable bumps in the tech road happen.
Hattie Tracy
Hattie Tracy is the President and CEO of Coleman Health Services, headquartered in Kent, Ohio. She assumed that role on August 7, 2021 after previously serving Coleman as the Senior Vice President of Clinical Operations. Tracy has a long and successful history in the behavioral health field. She brings over 20 years of behavioral health and human services experience, with over 10 years in executive team roles. She previously served in senior roles with Child Guidance and Family Solutions and in the BeST Center, a Coordinating Center of Excellence in the Department of Psychiatry at NEOMED where she helped lead the FIRST Coordinated Specialty Care for First Episode Psychosis program. She also had a private practice as an outpatient therapist, was an adjunct faculty member at the University of Akron and served on the Board of Goodwill Industries in Akron. She has a Master of Public Policy and Administration degree from Kent State University and a Master of Social Work from The Ohio State University. She is a licensed social worker in the state of Ohio, and resides in Kent with her husband, Joe, and two young daughters.  “I entered this field because I wanted to make a difference for the people we serve,” Tracy said. “Leading Coleman is the best way I can think of to have that positive impact. I am so excited to work with the Board, the senior leadership team and all of our 900 employees to put those we serve right in the middle of Coleman’s core values. ”Tracy was chosen from more than 100 applicants in a National Search. Coleman Health Services was founded in Kent, Ohio in 1978. It offers comprehensive behavioral health, residential, employment, and supportive services. It earned the 2021 Gold Seal of Transparency from Guidestar, the world’s largest source of information on nonprofit organizations. Earlier this year, Coleman earned the Certified Community Behavioral Health Clinic (CCBHC) designation from the Substance Abuse and Mental Health Services Administration (SAMHSA), one of 11 such designees in the state. This designation will allow Coleman to provide fully integrated health services across six Ohio counties. Tracy has been leading that effort.
Vishal Bhatt, MHA
Vish Bhatt currently resides in Akron, Ohio with his wife, Jackie, and son, Calvin, and two dogs, Leo and Eddie.
Vish Bhatt works as the Chief Operating Officer of Coleman Health Services. Prior to this current role, Vish served as the Vice President of Data & Analytics and Vice President of Community Impact at United Way of Summit & Medina. Vish has also served as the Operations Manager of Hematology/Oncology at Akron Children’s Hospital. He was born and raised in Columbus, Ohio and completed his Bachelors and Master’s Degrees from The Ohio State University. Vish remains active in various committees, community and professional organizations.
Previously, Vish served on the Board of Directors for United Way of Summit County in leadership capacities. He was also an active member, board member, leading to him serving as the President of Torchbearers in 2020. Currently, he serves as the Past-President of The Ohio State University’s Health Services Management & Policy Alumni Society, serves on the Cascade Locks Park Association Board of Directors as their President, and on the Alumni Committee of Torchbearers.
Vish has won a number of awards, including 2018 Young Alumni Society Service Award from The Ohio State University, the 2019 Greater Akron Chamber 30 For The Future Award, and 2019 Crain’s Cleveland 40 under 40.
L. John Jabour
As Vice President and Chief Information Officer, John Jabour is responsible for directing the overall information strategy and technology vision for Keystone Human Services.
John has over 20 years of experience with information technology and operations leadership. He has broad experience in all areas of information technology including cloud strategies, collaboration technology, strategic development, transformation, project management, mergers and acquisitions, enterprise applications, infrastructure, information security, and IT governance.
Before joining Keystone Human Services, he led regional information technology efforts for several hospitals within a six-hospital health system at WellSpan Health. Prior to joining Wellspan, John was the CIO for Ephrata Community Hospital, an SAP consultant, and Managed IT programs for Armstrong World Industries.
John earned his bachelor’s degree in business administration, majoring in accounting, and his master’s degree in leadership and information technology from Duquesne University. He is a Certified Healthcare Chief Information Officer. He is a past board member for the Schreiber Pediatric Rehabilitation Center. He is actively involved in the community as a PIAA football and track and field official and is a volunteer for a local food bank.
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, PMHNP-BC
Shalom Lichtenstein, MSN, FNP-BC, PMHNP-BC, is a double board-certified nurse practitioner who bridges the gap between primary and psychiatric care. He sees behavioral health patients at CHEMED Health Center, works with pediatric and family services through Precious Health, and also maintains an independent family and psychiatry practice, REVA Health. Shalom focuses on culturally responsive, whole-person care that connects mental and physical health for patients of all ages. As an early adopter of AI-driven ambient technology, he advises on ways to harmonize innovation with the art of medicine, bridging clinical expertise with technological advancement to shape a future where healthcare is both smarter and more compassionate.
Norman Racine
Norman Racine is an accomplished technology executive with more than 20 years of leadership experience spanning healthcare, non-profit, telecommunications, manufacturing, and distribution industries. Most recently, he has served as Chief Information Officer (CIO) at Sycamores, where he oversees IT strategy, infrastructure evolution, security, and business process innovation in support of the organization’s mission.
In previous leadership roles, he has directed enterprise system modernization, strengthened cybersecurity and compliance in highly regulated environments, led cloud migrations, and managed large-scale IT operations with multimillion-dollar budgets and teams of over 100 professionals. His other work has included enterprise architecture design, acquisition integrations, and international technology initiatives across Europe, South America, and North America. With a focus on aligning technology to organizational goals, he has consistently delivered secure, scalable solutions that balance innovation with cost efficiency.
The Great Debate: The Promise & Peril Of Using AI In Behavioral Health
Join this exciting discussion (or debate) of the topic of the year – the role of AI in behavioral health. In the past 12 months, we’ve seen a significant increase in the adoption of the use of AI in diagnosis, clinical documentation, and treatment planning. There has been growing consumer use of ChatGPT for therapy. Provider organizations are increasingly using AI to analyze clinician sessions. And, the State of Illinois just enacted legislation prohibiting the use of AI for diagnosis, creating treatment plans, or therapy. Joining our fireside chat is Kyle Hillman, the Director of Legislative Affairs for the National Association of Social Workers-Illinois. Mr. Hillman wrote the legislation, The Wellness and Oversight for Psychological Resources Act (House Bill 1806), recently enacted in Illinois – and was the lead organizer and lobbyist for its passage.
The current state of AI in behavioral health is something akin to “the wild west”. This timely discussion, facilitated by OPEN MINDS Chief Executive Officer Monica E. Oss, will provide expert perspectives on the potential for AI in the field – and the potential pitfalls for the field, for health plans, and for provider organizations.
Kyle Hillman, MA, CAE, CMM, CMP
Now in his 21st year with the National Association of Social Workers (NASW), Kyle Hillman is a veteran policy strategist and association leader advancing the profession through bold, member-driven advocacy. As Director of Legislative Affairs for NASW-Illinois and Executive Director of NASW-Nevada, Kyle authored the first-in-the-nation bans on AI “therapists” in Illinois and Nevada and was pivotal in securing alternatives to the ASWB licensing exam in Illinois. His leadership continues to shape legislation on mental health access, equity, and workforce reform – ensuring social workers have a voice in every critical policy debate.
Knowing Where You Stand In The Digital Age: The 2025Â OPEN MINDSÂ Technology Adoption Survey
Sponsored By: 
Last year, it was proven that value-based reimbursement is here to stay and helps control cost and quality. To succeed in that environment, specialty provider organizations must 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 sustainable performance and competitive advantage. OPEN MINDS surveyed specialty provider organizations in health and human services to determine where they are moving toward technology adoption. The survey provides information on several critical variables and where you fit in.
Variables such as:
- Number of staff devoted to information technology functions in specialty provider organizations
- The annual information technology budget of specialty provider organizations (including hardware, software, networks, IT consultation services, outsourced projects/functionality, and IT staff)
- A unique list of technology innovations human services executives are implementing and what they are doing to progress on the path to digital transformation
Joshua Kephart
Joshua Kephart is an accomplished healthcare technology leader with over 14 years of experience driving digital transformation and operational excellence in behavioral health and human services. He currently serves as Chief Information Officer at CenClear, leading initiatives in business transformation and innovation development. Previously, Joshua held roles as Director of IT and Network Operations Manager at CenClear, and Director of Technology at Penns Valley Area School District, where he built a strong foundation in systems optimization, budgeting, and team leadership to support organizational growth and improved service delivery.
Dennis Morrison, Ph.D.
Dr. Dennis Morrison is the owner of Morrison Consulting which has provided consulting services to the behavioral health information technology field since 2017. He currently serves as Chief Clinical Officer for Eleos Health. Previously he has served as Chief Clinical Officer for Netsmart Technologies, CEO of Centerstone Research Institute (CRI) and CEO of Center for Behavioral Health (CBH).
Academically, Dr. Morrison holds two Masters degrees in Psychology and Exercise Physiology from Ball State University. His doctorate is in Counseling Psychology also from Ball State University. In 2022, Ball State awarded him the Distinguished Alumni Award, the highest award given to an alum. He is a prolific author, frequent presenter (including a TEDx talk), podcast host and co-inventor on a patent for a behavioral healthcare outcomes software product. A Navy veteran, he is a licensed, instrument-rated private pilot and triathlete completing 19 triathlons since turning 70.
Supporting Independence At Home: The Inglis Wraparound Approach To Aging In Place
Providing person-centered, inclusive solutions designed to reduce barriers and promote independence for people with disabilities or in long term care is a necessity in today’s health care market.
Founded over a century ago, Inglis House is a non-profit, specialty nursing care facility providing long-term, residential care for 252 adults with physical disabilities. In addition, Inglis Community Support Services supports more than 800 people living independently in the community through resources including accessible housing and care management. Discover how they coordinated a wraparound care model which is improving outcomes for individuals aging in place.
- Learn how to integrate smart home and assistive technologies with home modifications to support independence.
- Understand the importance of ongoing training and support—not just equipment—as part of long-term success.
- Identify practical, scalable solutions for aging services providers, care coordinators, and home modification teams.
Charles Sammartino, ATP
Charles Sammartino is the Director of Assistive Technology Solutions at Inglis, where he leads a team of specialists across Pennsylvania dedicated to providing customized, goals-based assistive technology services for older adults and people with disabilities who seek to increase independence, social engagement, and life management through technology. With over a decade of experience in assistive technology and community-based services, he has led initiatives that integrate smart-home devices, 3D printing, and person-centered design to create meaningful, practical solutions that support everyday life.
Mr. Sammartino has built strong partnerships with managed care organizations, housing providers, and communities to expand access to assistive technology services across Pennsylvania. His work focuses on bridging the gap between emerging technologies and the everyday needs of those seeking greater independence ensuring that access, inclusion, and person-centered design remain at the center of every solution. Prior to his current role, he advanced through multiple positions at Inglis, gaining experience across direct service, program management, and research and development.
What Now? What Next? The Tech Formula For Financial Sustainability
Executive leaders are tasked with navigating a digital transformation journey that is as financially stable as it is innovative. Join OPEN MINDS Chief Executive Officer, Monica E. Oss, as she explores the critical intersection of technology adoption, financial sustainability, and strategic leadership. Learn how to align digital investments with organizational goals, build executive and board-level support for innovation, and lead a culture of change and digital readiness.
Monica E. Oss
Monica E. Oss, M.S. is the founder of OPEN MINDS and serves as its chief executive officer, executive editor of its publications and websites, and executive lead of its consulting engagements. For the past three decades, Ms. Oss has led the OPEN MINDS team and its research on health and human service market trends and its national consulting practice. She is well known for her numerous books and articles focused on the strategic and marketing implications of the evolving health and human service field – and its focus on the verticals of the field serving consumers with chronic conditions and complex support needs.
Ms. Oss has extensive experience in developing and implementing growth strategies for a wide array of organizations in the field. She has expertise in industry trend analysis, reimbursement and rate setting, and creating actionable plans for market success. In her role, she has led numerous engagements with state Medicaid plans, county governments, private insurers, and health plans, service provider organizations, technology vendors, neurotechnology and pharmaceutical organizations, and investment banking firms – with a focus on the implications of financing changes on delivery system design.
Prior to founding OPEN MINDS, Ms. Oss served as an executive with a nationally managed behavioral health organization, responsible for market development, actuarial analysis, and capitation-based rate setting. She also held a position as vice president of the U.S. risk management and underwriting division of an international insurance company.
Ms. Oss has been the keynote speaker at the conferences of dozens of national associations and has been published in a wide range of professional journals and trade publications. She has provided Congressional and state legislative testimony on issues as diverse as the financial impact of parity and payer medication access policies.
Ms. Oss has led a range of industry research and consultation initiatives, serving as principal investigator on research projects that include the examination of national managed care enrollment and service patterns, development of provider rate structures for government entities, creation of return-on-investment models for technology investments; design of performance-based compensation models within public and private health plans; and analysis of the economic impact of changes in benefit design, adoption of evidence-based practices, and new technologies.