
Home-based services are a rising consumer demand as nearly 17% of the population is over 65. We face urgent challenges, including the imperative to address disparities among diverse populations, the rise of chronic and complex health conditions, the complexities of financing long-term care, and evolving workforce dynamics. These challenges cut across various demographics, underscoring the pressing need for inclusive solutions catering to our aging population’s multifaceted needs.
The OPEN MINDS Home-Based Services Learning Path is a comprehensive exploration of market trends on service delivery providers, innovative approaches to service delivery designed to support the complex needs of the aging population, and strategies for leveraging a person-centered approach to improve outcomes. It covers all the essential aspects you need to know about home-based services.
View the courses below!
Digital First Pioneers & The Future Of Tech-Enabled Behavioral Health Care
Join leaders from Big Health, Brightside, Care Solace, and Talkspace for a deep dive into the evolution and trends of virtual delivery systems within specialty health care. Discover what cutting edge uses of technology are at the forefront of improved care quality and access, plus get a first-hand look at how leading digital providers are anticipating and meeting the needs of complex consumers. This session will also explore the impact virtual delivery models can have on addressing workforce shortages and informing talent management strategies for providers struggling with clinician recruitment and retention.
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.
Marshall Moncrief

At Care Solace, Mr. Moncrief leverages his experience to foster innovative partnerships for mental health care excellence. Prior to this role, Marshall was the founding CEO of Be Well Orange County, a large, multi-system mental health collaborative of hospitals, Medi-Cal health plan and County Public Services, to unify a system of mental health care for all of Orange County.
Arun Gupta

Arun is executive chairman and CEO of Big Health, the world’s leading provider of clinically-validated, non-drug digital mental health treatments and pioneer of the digital therapeutics category. During his tenure as chairman and now CEO, Big Health’s digital treatments – Sleepio, for insomnia and Daylight for generalized anxiety disorder – have been clinically proven in over 80 peer-reviewed papers and in 14 randomized, controlled trials to deliver safe and effective patient outcomes. Under his stewardship, Big Health was the first digital therapeutics company to receive approval from the UK’s National Institute for Health and Care Excellence (NICE) to recommend Sleepio as a first line insomnia treatment.
Previously, Arun founded Quartet Health, a mental health technology startup, leading it through a significant scale-up as CEO and then Executive Chairman of the Board – securing $150M in investments from Google Ventures and Oak HC/FT. Prior to Quartet, Gupta was General Partner at Accretive where he helped build over 10 industry-defining technology companies, driving several IPOs such as Accolade and R1 RCM and creating over $5B of equity value. He spent his earlier career at Palantir Technologies, McKinsey & Company, The World Bank and working as a Clinton Foundation fellow.
Arun earned a Master’s Degree from the Harvard Kennedy School where he was a Reynolds Fellow for Social Entrepreneurship and graduated with honors from Duke University. He serves on the boards of education technology company iD Tech and Autism Partnership Foundation and as an advisor to 8VC and Anthos. Arun and his wife, Dr. Mrinali Patel Gupta, live in Newport Beach, California with their three children.
Julia Bernstein

Julia Bernstein is a seasoned healthcare leader and currently serves as the Chief Operations Officer at Brightside Health, a telehealth platform that delivers life-saving mental healthcare to individuals with mild-to-severe clinical depression, anxiety, and other mood disorders. Before that, she was the Head of Operations and Strategy at Thirty Madison, where she oversaw 250+ people across customer experience, medical operations, and pharmacy. Prior to Thirty Madison, Julia held leadership roles in the behavioral health space at Tempest (acquired by Monument), Beacon Health Options (acquired by Elevance), and Ginger (now Headspace Health). Julia is also an active investor and advisor and sits on the Board of PharmaCCX. She lives in New York with her husband and two children.
Transforming A Tech Expense Into A Tech Investment: How Vista Care & ReDiscover Have Embedded Technology In Their Strategy For Growth

Embrace tomorrow’s growth through the strategic investment of technology today. This session will offer insights aimed at transforming your “tech expenses” into technological investments that support financial sustainability.
Discover how a multi-state I/DD agency, Vista Care, serves over 700 individuals throughout Colorado, Illinois, South Dakota, Nevada, and Wisconsin, and ReDiscover, a nonprofit mental health/substance use provider agency serving Kansas City, Missouri and surrounding communities, have leveraged technology to develop creative approaches to meeting consumers where they are and expanding their breadth of services throughout multiple states.
Key takeaways include:
- Explore novel frameworks to rethink Return on Investment (ROI) by considering the cost of avoiding critical decisions and investments
- Gain insights into constructing investment models that extend beyond short-term gains, providing a roadmap for sustained financial benefits over time
- Address the challenges of garnering support for technological advancements, offering strategies to secure both board and staff buy-in for successful implementation
John Tote

John is a career-long health care professional, having concentrated in the areas of mental health, I/DD, substance use disorder, co-occurring disorders, and health care network development.
John’s roles range from front-line staff to business/strategic development to CEO, all while seeing himself as an advocate, first and foremost.
Lastly, with his role at Vista Care, John sees a perfect alignment of culture through shared mission, vision, and values in the work he is so honored and humbled to be a part of.

Wayne Easterwood

Wayne has led and worked in healthcare technology for much of his career. In those early years, he was energized by improvement opportunities, especially the power technology tools could bring to the business. As a part of growing organizations, Wayne led the building and expanding of infrastructure, scaling solutions, improving processes, achieving economies of scale, leading blended teams, and building a healthy organizational culture.
Wayne was the architect of Centerstone’s first electronic health record system in 2001, which was among the first in the nation for behavioral health. He soon joined Qualifacts Systems, a Nashville based startup offering CareLogic. CareLogic, a first-of-a-kind software as a service (SaaS) electronic health record (EHR), was groundbreaking. In his five years, he led the team to transform the CareLogic platform from custom software implementations to a configurable multi-tenant system, built the maintenance and support team, established the service desk, and led the rollout of CareLogic to 200+ locations for a national healthcare customer.
In 2007, he returned to Centerstone as CIO, and they doubled in size with an expansion into Indiana. In years following the $120M, the organization executed additional mergers in Florida, Kentucky, and Illinois, bringing scale to $370M and 6500 employees. In 2020, Wayne left Centerstone as Chief Admin Officer. In the previous 5 years, he was leading Technology, Business Intelligence, Analytics, Human Resources, and Project Management. His team of 200 successfully reduced the cost of shared services as a percent of revenue by 10% while expanding the scope of services.
Today he works in fractional CIO roles to lead organizations through technology change. He has worked with large, mid-sized, and even boutique organizations where opportunity drives change. His focus is aligning technology strategy with business goals and leading the technology work toward those goals.
Wayne lives in Nashville with his wife, Lisa, who is 43 years old. They have 3 married sons and four grandchildren, who affectionately call him Boss; ask him about that. Wayne enjoys running marathons, trail races, and anything outdoors. He dreams of running a 4 Boston Marathon with one of the grands when they are ready.
How Vista Care Models Are Revolutionizing Improved Access & Outcomes With Technology
To enhance service delivery, providers are actively exploring ways to integrate these digital tools into existing workflows. Beyond simply reducing no-shows, the focus extends to reinforcing client connections to their care plan, promoting medication adherence, facilitating consistent attendance at treatment sessions, and orchestrating the coordination of all necessary services and supports.
Hear how Vista Care, a leading I/DD service and support organization proudly serving over 700 individuals throughout Colorado, Illinois, South Dakota, Nevada, and Wisconsin, has been able to build creative technological solutions to improve access and outcomes for consumers across multiple states.
Attendees will:
- Understand the different types of technology programs and devices that are currently in use in the client engagement arena
- Discuss model programs and hear about outcomes associated with the use of technology
- Explore implementation models that have been used to serve out technology to clients
Liz Olive

Liz Olive leads Vista Care, a leading service and support organization serving more than 1,000 individuals across six states – with more to come. The organization is committed to ongoing innovation to advance its mission to “serve more people better, while keeping them in our hearts and actions at all times”. With a core belief that “people matter,” Vista Care leverages technology to tailor services to the unique needs and aspirations of people receiving services and enhance the experience of their team members. Through compassion, innovation, and boundless dedication to its mission, Vista Care cultivates environments where every person can flourish and lead a life abundant with purpose, joy, and dignity. Prior to joining Vista Care, Liz held various roles in university housing and non-profit organizations ensuring people the opportunity to live their most authentic and meaningful lives in quality environments.
Post Lunch Pick Me Up
Sponsored By:
Join us in the exhibit hall for a fun after-lunch snack break!
Developing Your Tech-Enabled Service Model For I/DD & In-Home Services
Sponsored By:
As the demand for in-home services continues to grow for aging and medically complex populations, providers must shift away from traditional service delivery models towards tech-enabled models that leverage solutions like remote monitoring and smart home technology to reduce staff burden, increase access, and support improved outcomes.
Yet, studies show that less than 3% of people living with intellectual and developmental disabilities (I/DD) have access to assistive technologies even though more than 60% of individuals with an I/DD live with a family member, and nearly 12% live independently.
In this session, hear how Shiftability and OneVision, a non-profit organization that supports individuals with disabilities, built a tech-enabled service delivery model centered around independence and inclusion for people supported while building organizational capacity to serve more.
The key takeaways for this session include:
- Examine how technology can be implemented into service delivery to reduce staff burden and support Independent living for complex consumers
- Learn how to evaluate current service lines and identify gaps that can be filled with the strategic use of technology to enhance performance, ROI, and outcomes
- Explore solutions to overcoming common challenges of implementation and creating longevity in tech-enabled services
Matt Platell

Matt is the Assistive Technology Coordinator for Tech Enabled Services at One Vision. Matt’s focus is on the Smart Living service model where individuals are supported through a combination of technology and in-person direct care to empower them in realizing their hopes and dreams. Through a focused and person-centered use of technology, the people One Vision support become more-and-more independent and included in their communities. Matt has worked at One Vision for five years in various roles, starting as a Direct Support Professional in 2019.
Matt was born and raised in Australia, obtaining a Bachelor of Science and working for many years as a Science Teacher, specializing in the Life Sciences. He has a lifelong unbounded enthusiasm for service, education, and the sciences. Matt enjoys making a direct impact on the lives of each person he supports in realizing their goals and introducing them to new opportunities.
Javen Swann

As the Smart Living Service Manager, Javen Swann is dedicated to harnessing technology to promote independence, autonomy, and inclusion. With a diverse background and extensive experience, Javen has made significant contributions across various fields, challenging traditional support paradigms for multiple populations. His innovative approach to enhancing quality of life through technology underscores his commitment to empowering individuals. Under Javen’s leadership, One Vision is making a positive impact, fostering a culture of independence, autonomy, and inclusion through cutting-edge technological solutions.
Brian Hart

Brian Hart is the CEO of Smart Living Systems and ShiftAbility, a Cincinnati-based agency focused on assisting I/DD agencies in transforming from typical caregiving models to technology-first models of service. He has made it his mission to push the boundaries of what options exist for adults with disabilities. He is never satisfied and believes there is always a better way to increase the independence of others and break down the systemic barriers that hold them back. He has been at the forefront of expanding services through the use of technology enabled supports and community clusters of services. Through his work, Brian has been able to assist agencies across the country to implement technology first and remote support to increase the number of individuals they support. Brian believes that technology enabled support is the solution to the problems facing I/DD and Mental Health support agencies, and he is excited to be at the forefront of assisting agencies in this change.
The Next Frontier In Managed Care: Florida Community Care’s Award Of Florida’s I/DD Managed Care Contract
Join David Rogers, President of Florida Community Care, as he explores their recent award of Florida’s new Comprehensive Intellectual/developmental disability (I/DD) Managed Care Program and what this means for the future of I/DD services on a national level.
Historically, the I/DD population receiving waiver services has been excluded from Medicaid managed care enrollment. The tide is beginning to turn with ten states having specific long-term care managed care plans for persons with I/DD. His recent award of a six-year contract from The Florida Agency for Health Care Administration to Florida Community Care, LLC, to pilot a managed care plan for people living with I/DD is a strong signal of states’ interest in how to better manage Medicaid benefits for the I/DD and LTCC populations. Throughout the pilot, 900 beneficiaries with I/DD will receive comprehensive medical, long-term care, and home- and community-based services (HCBS) waiver services.
In this session, gain a deeper understanding of the intricacies of this contract, including the overall goal of what The State Of Florida is trying to accomplish, how Florida Community Care plans to embrace this complex Medicaid population, and what key outcomes will be evaluated for the short-term pilot.
David Rogers

David Rogers is the President of Independent Living Systems (ILS) and a seasoned leader with more than 30 years of healthcare experience in both the public and private sectors. As President of ILS, Rogers is responsible for day-to-day management of the internal operations of the company as well as execution of strategies to optimize people, process, and technology across the enterprise and to continue to advance ILS as a driving force in healthcare innovation.
Prior to being named President of ILS in 2020, Rogers joined Florida Community Care (FCC), a subsidiary of ILS, as Executive Director and Chief Operating Officer in 2018. Before assuming his role at FCC, Rogers was Managing Principal of Health Management Associates (HMA) Medicaid Market Solutions where he advised and supported state agencies, health systems, health plans, and others. Rogers served as Assistant Deputy Secretary for Medicaid Operations, functioning as the Florida’s Medicaid program’s Chief Operations Officer. He has also served as Idaho’s State Medicaid Director.
David earned his Bachelor’s degree and Graduate Certificate in Health Services Administration and Public Policy from Florida State University.
The Future Of Aging Services — How Trends, Policies & State Master Plans Are Impacting Traditional Providers
As societies worldwide age due to declining birth rates and longer life expectancies, the looming reality of more adults over 65 than children under five by 2035 necessitates proactive preparation.
Top of mind for organizations looking to expand services for the aging population should be adaptation in service delivery to meet the complex needs of aging and medically complex consumers, strategies for adapting to Medicare funding, the impact of state master plans for aging, and updated public policies put in place to protect aging consumers moving throughout the health care system. In this session, attendees will explore key trends on national and local levels, their impact on traditional service providers, and strategies for organizations looking to expand services to fill this growing gap in care delivery.
Key takeaways from this session include:
- Gain a big picture understanding of how State Master Plans For Aging are influencing funding and access for aging services
- Explore critical factors that contribute to healthy aging and strategies for integrating these factors into service delivery for improved outcomes
- Examine how current market trends are creating new service line opportunities for health and human services organizations
Leanne Clark Shirley, Ph.D.

Leanne Clark-Shirley, PhD, is ASA’s President & CEO. Clark-Shirley is a social gerontologist with nearly 20 years of experience working in aging-related nonprofit, consulting and academic environments. Before joining ASA, she was AARP’s Senior Evaluation Advisor, responsible for strategic planning, building internal evaluation research capacity and applying impact measurement expertise at the departmental and enterprise levels. Prior to that, she led the Aging and Disability research practice at IMPAQ International, a think-tank and policy research firm. Clark-Shirley is a fellow of the Gerontological Society of America, teaches courses on policy and aging and regularly mentors students interested in non-academic careers in aging. She received her doctorate in Gerontology from the University of Maryland, Baltimore County.
Julia Alexis, MA

Julia Alexis is Vice President, Strategic Initiatives and Operations at the AARP Public Policy Institute (PPI) where she oversees its business development, management and operations. She leads a team of professionals whose diverse skills ensure PPI’s operational success. Working with the public and private sectors, including foundations, she identifies and creates new opportunities to strengthen and optimize PPI’s impact and performance.
Prior to joining PPI, Alexis served as Vice President, Health Products and Services at AARP Services, Inc., where she created and managed AARP’s health product portfolio, increased membership and revenue, managed major service providers and multimillion dollar budgets, served as media spokesperson, and launched new products and initiatives. Alexis spent 5 years as a senior executive at an academic medical center, where she built physician practice groups and clinical practices and managed Medicare demonstration projects. Earlier in her career, Alexis developed and led significant advertising campaigns for large insurers, pharmaceutical companies, and health advocacy groups as an executive at a full service, award-winning marketing agency.
She has extensive experience in data driven direct to consumer and business to business marketing.
A member of the Society for Women Business Leaders in Health Care, Alexis serves on several volunteer boards including as board chair for a non-profit focused on young adults with intellectual/developmental disabilities. She authors blogs on health and wellness.
Alexis graduated with honors from Georgetown University, Edmund A. Walsh School of Foreign Service, with a bachelor’s of science, foreign service (international economics/politics.)
Najja Orr, DBA, FCPP

Najja R. Orr assumed the role of PCA’s President & CEO in 2020 as services to Philadelphia’s older adults had to quickly adapt during the COVID-19 pandemic. This included delivering more than 3 million meals to older Philadelphians through home-delivered and community-based meal programs. Prior to coming to PCA, Orr worked for the Bucks County Area Agency on Aging since 2002 and served as that agency’s director until 2011. In 2017, he joined PCA as the chief strategy officer, leading the agency’s planning department.
Orr has served on several boards during his tenure in the aging field and held a number of positions, including chair of the Pennsylvania Department of Aging Cultural Diversity Advisory Council and board secretary and southeast regional representative for the Pennsylvania Association of Area Agencies on Aging. Orr has also served as a member of the Bucks County Area Agency on Aging Cultural Diversity Committee and the United Way of Greater Philadelphia and Southern New Jersey Vision Council.
Orr received his doctorate from Temple University in 2022. He also holds a master’s degree in business administration from Drexel University and a bachelor’s degree in psychology from Morehouse College. Orr was recently selected as one the 2022 nonprofit power 100 honorees by City & State Pennsylvania. In addition to being a dedicated advocate for older adults, Orr is also a dedicated husband and father of four.
Rigo Saborio, MSG

Rigo J. Saborio, MSG, is Vice President of Programs, Equity, and Community Impact at The SCAN Foundation. In this role, Rigo oversees the Foundation’s efforts around diversity, equity, and inclusion (DEI) to ensure all older adults receive the services and supports they need to age well. Over the last year, Rigo implemented the Foundation’s community impact plan for strategic grantmaking.
Rigo has over 30 years of experience in the field of aging with an emphasis on public policy, diversity outreach, administration, and direct service. Rigo’s career included 13 years as Chief Executive Officer of St. Barnabas Senior Services in Los Angeles and eight years with AARP, culminating as a Director of Diversity Outreach and Alliances for AARP’s National Office. He also served six years as Director of USC’s Los Angeles Caregiver Resource Center and worked as a staffer on the U.S. Select Committee on Aging for the U.S. House of Representatives. Rigo is active with numerous charitable and professional organizations and cofounded and served as Chair of the Los Angeles Aging Advocacy Coalition and is a member of the Equity in Aging Advisory Committee, which advises the governor’s administration on the implementation of the California Master Plan for Aging, as well as Department of Aging on the planning and implementation of aging and disability programs.
Rigo holds a Master of Science in Gerontology from the USC Davis School of Gerontology. He also completed a bachelor’s degree in Nutritional Sciences at the California State University, Los Angeles. Rigo enjoys traveling with his wife, spending meaningful time with his two daughters, catching a ballgame with his dad, and sharing a meal with friends and family.
Developing A Person-Centered Approach To Care Delivery For Aging & Medically Complex Populations: The Columbus Organization Case Study
About 80% of surveyed C-suite executives from U.S. life sciences and health care organizations see improved health equity as a top goal for 2024. Understanding health equity and integrating its principles into service delivery is also essential for providers looking to improve outcomes and negotiate higher rates with health plans.
In this session, hear from leaders at The Columbus Org, the nation’s largest care coordination provider for individuals with I/DD, on how they are working to develop evidence-based practices and improve service delivery to better support the complex needs of the aging I/DD population.
Attendees will discover emerging solutions to overcoming common barriers to accessing care for older adults. Plus, gain strategies for leveraging a person-centered approach to care delivery models that support improved outcomes and bolster a competitive service portfolio that supports the aging population.
Key takeaways from this session include:
- Understand strategies for improving outcomes when serving older adults, like overcoming common barriers to access and developing person-centered service lines
- Discover emerging solutions to overcoming common barriers to access and effective care delivery for serving older adults
- Explore practical tools for developing “person-centered” approaches to service delivery
Tanya Wyant, Ph.D.

Dr. Wyant serves as the Vice President of Northeast Care Coordination for The Columbus Organization. In this role she oversees all operations and business development for several states for the Company. She has also been a part of numerous projects within Columbus to advance its capabilities, providing better opportunities for direct service provider engagement. She has also been a part of or championed numerous efforts to improve the service offering for clients, with a focus on holistic and person-centered care.
Prior to Columbus, Dr. Wyant had a variety of experiences in New York, culminating in working in case management leadership when the state moved to managed care/at risk models.
Dr. Wyant has also served as an adjunct instructor in Psychology for SUNY.
Elaine Aguirre, M.D.

Elaine Aguirre is a general physician from the University of Colima, Mexico, with over 16 years of managed care experience working in various roles, from Care Coordination to Director of Clinical Operations and Medical Management, and currently VP of Clinical Operations and Business Development under the Columbus Organization. Over the last 9 years, she worked in the implementation and growth of the NJ MLTSS department in WellCare NJ. In 2024, she came to the Columbus Organization as part of the strategic plan to expand its capacity and experience within the population with complex needs, long-term care programs, and programs for the aging, as well as the collaboration with our parent-managed care company, Care Source. She grew up as an only child of immigrant Mexican parents, 1st one in her family to finish college and become a doctor, and she has 3 wonderful kids who are her life’s most valuable achievement, the most supportive husband she could ask for…. and 2 spoiled dogs.
Revolutionizing I/DD & Aging Support With Smart Home Technology: A Fireside Chat
Dive into the transformative impact of assistive technology in I/DD and aging support services with top Smarthome providers, funders, and industry thought leaders at the forefront of innovation. In this pivotal session, discover how leading I/DD providers like Smart Living Systems by LADD and Easterseals Arkansas are seamlessly incorporating assistive technology and smart home solutions into their service delivery models.
Explore KenCrest’s groundbreaking work in integrating independence-enhancing technologies, which earned them the prestigious Tech First Shift Accreditation in Pennsylvania. Additionally, gain insights into the Pennsylvania Assistive Technology Foundation’s role as a certified Community Development Financial Institution and the efforts of the Age Tech Collaborative to drive advancements in this vital sector.
Key Takeaways:
- Understand how technology solutions can optimize care delivery, improve operational efficiencies, and enhance the overall client experience, positioning organizations as industry innovators and thought leaders
- Discover innovations in assistive technology, collaborations, and service delivery are driving this efficiency, popularity, and accessibility of these solutions
- Learn how local, federal, and private funding streams are supporting the rise of smart home technology
Joel Shapira

Joel Shapira is a distinguished leader in AgeTech with over 20+ years of experience dedicated to improving the lives of older adults through technology and innovation. Currently serving as the Strategic Initiatives Lead for the American Society on Aging and the CEO of AgeTech Chicago, Joel has established himself as a key figure in bridging the gap between technology and aging services. As the founder and Chief Orchestrator of BeyondAge, he helps organizations design and develop tech-enabled solutions for older adults to live longer, better in their homes and communities. He advises numerous startup executive teams on product development and distribution as well as fundraising efforts. His work over the last decade with MyndVR expanding their global growth channels enabled thousands of older adults to enjoy stimulating and therapeutic virtual reality experiences.
Joel also demonstrates his commitment to cultivating meaningful intergenerational relationships serving as National Advisory Board Lead for Perfect Pair, a nonprofit organization that connects older adults with college students across twenty major universities. He has a particular talent for fostering collaboration between for-profits, nonprofits, and government entities while creating sustainable, community-driven solutions that address the complex challenges of global aging, always with the goal of “Invigorating the Aging Experience.”
Brad Hagan

Brad has worked in the Intellectual and Developmental Disability field in Arkansas for more than 23 years. He currently serves as the Vice President of Adult Services at Easterseals Arkansas. For nearly 80 years, Easterseals Arkansas has been empowering individuals with disabilities to live, learn, work, and play in their communities. The organization serves more than 14,000 children and adults across the state of Arkansas with more than 900 employees.
As VP of Adult Services, Brad supports five programs including Community and Employment Supports Waiver program, Roommate Housing, The Center for Training & Wellness, Employment and Transition, Community Living HUD Apartments, and a soon to be launched Community Systems Support Provider (HCBS Waiver + Behavioral Health Waiver). Although each of the programs is different in their implementations, the goal of these programs is to help adults with disabilities live as independently as possible in their community of choice and reach their full potential.
Brad is a graduate of Western Kentucky University and lives with his wife, Stacy, in Bryant, Arkansas. Brad, a triplet himself, has twins in college. Brad is a member of the ANCOR Board of Representatives, a Board Member of the Arkansas Waiver Association, and serves on the Training Committee of Arkansas’ Developmental Disabilities Provider Association.
Wendy Davis

Wendy Davis served on the Board of Directors for Pennsylvania Assistive Technology Foundation for three years before joining the staff as Director of Marketing and Outreach. Upon graduating from Dickinson College (Carlisle, PA), with a Bachelor of Science in Computer Science and Spanish, Wendy joined Shared Medical Systems, a healthcare information systems developer acquired by Oracle, as a software developer. From there she took her technical expertise and applied that knowledge as a Project Leader in Point-of-Sale Development for Pizza Hut and then as the Internet Product Manager for RCN Telecommunications where she wrote the business plan to build an ISP and develop RCN’s suite of Internet products. She was recruited back to YUM! Brands/Pizza Hut as a technical manager and then as an Ecommerce Project Manager where she managed the development of a VPN connecting over 2400 Pizza Hut restaurants with three national call centers, and the development of Internet ordering.
But her most important role is Mom to four children, two of whom, were born with moderate to profound bilateral sensorineural hearing loss and wife to Evan who suffered single-sided deafness about a decade ago taking the family to three of six with hearing loss. Her daughter, Dr. Caroline Davis, is now a board-certified Occupational Therapist with a professional working fluency in ASL. Her son, Clark, is a sophomore in Biomedical Engineering at Rochester Institute of Technology who wants to develop technology to help people with disabilities. Wendy is also the Entertainment Chair for the Hearing Loss Association of America’s Pennsylvania Walk4Hearing which annually welcomes over 1000 attendees.
Karen Latimer

Karen Latimer, ATP, has been appointed as the Director of Enabling Technologies at KenCrest. With over 30 years of experience in the field of Assistive Technology and Disability Services, Ms. Latimer previously held roles such as Assistive Technology Specialist at the Delaware Assistive Technology Initiative Center for Disability Studies at the University of Delaware, as well as at the Pennsylvania Initiative on Assistive Technology (PIAT). She also served as a Student Services Coordinator for Assistive Technology at Disability Student Services at Temple University before joining KenCrest in 2023.
Prior to her move to the East Coast, Ms. Latimer held the position of CEO at TECH4U Adaptive Solutions, LLC in Phoenix, Arizona. In this role, she was responsible for overseeing the training and support of Vocational Rehabilitation Counselors and Veterans Services Counselors in delivering Assistive Technology solutions to clients and veterans. Ms. Latimer played a key role in helping individuals and families access Assistive Technology to enhance their ability to work, live independently, and pursue education. She also collaborated with employers to establish appropriate accommodations for employees with disabilities.
Ms. Latimer is a dedicated Certified Assistive Technology Practitioner (RESNA, ATP) and Enabling Technology Integration Specialist (SHIFT, ETIS) with a strong commitment to providing solutions in the field of Assistive Technology. She holds a degree in Deaf Education and is currently expected to finish a MEd. In Educational Technology in 2027.
Brian Hart

Brian Hart is the CEO of Smart Living Systems and ShiftAbility, a Cincinnati-based agency focused on assisting I/DD agencies in transforming from typical caregiving models to technology-first models of service. He has made it his mission to push the boundaries of what options exist for adults with disabilities. He is never satisfied and believes there is always a better way to increase the independence of others and break down the systemic barriers that hold them back. He has been at the forefront of expanding services through the use of technology enabled supports and community clusters of services. Through his work, Brian has been able to assist agencies across the country to implement technology first and remote support to increase the number of individuals they support. Brian believes that technology enabled support is the solution to the problems facing I/DD and Mental Health support agencies, and he is excited to be at the forefront of assisting agencies in this change.
Post Lunch Pick Me Up & Raffle Prize Drawing
Sponsored By:
Join us in the exhibit hall for a fun after-lunch snack break, brought to you by Agilian! Starting at 1:45 pm we will also have our much-anticipated raffle drawing, so come see if you’ve won any of the great prizes provided by our generous sponsors! (Must be present to win!)
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.
What’s New! Innovative Programs & Funding Models For The Aging Population
In this session, hear two distinct case studies highlighting innovative programs catering to the aging population’s unique demands. Plus, get an inside look at the funding models fueling each program, with tips and tricks for making it all work together in a cohesive system.
Learn from the New Jersey Institute For Successful Aging on the GUIDE Model, launched by the Center For Medicare & Medicaid Services on July 1, 2024. The GUIDE Model aims to support people with dementia and unpaid caregivers while standardizing the approach to care, with 24/7 access to support. The model goal is to allow consumers to stay in their homes longer rather than being placed in care facilities and improve their quality of life. We’ll delve into the intricacies of this program and how it can be adapted to your organization.
Serving Seniors is a San Diego-based nonprofit that serves older adults who are more than 85% living below the federal poverty level and struggle to meet basic needs. Ms. Sinnott will discuss the Transitional Housing Program, which has aided over 1,000 older adults off the street. Learn how Serving Seniors has created a Needs Assessment and the funding they received to launch this program.
Key Takeaways:
- Explore strategies for innovating current services and developing new service lines catered to the aging population
- Learn about emerging funding models and strategies for developing complementary programs and services
- Gain insight into conducting market research and analysis to identify market gaps and develop competitive services
Lisa Bodenheimer, MSW, LCSW, ASW-G

Lisa Bodenheimer, MSW, LCSW, is an Assistant Professor at Rowan-Virtua School of Osteopathic Medicine’s New Jersey Institute for Successful Aging (NJISA). Ms. Bodenheimer has 20 years of post-graduate experience in the fields of geriatrics, mental health, and healthcare. In her current role, Ms. Bodenheimer provides clinical social work support to older adults in a primary care setting through the NJISA’s team-based Memory Assessment Program, focusing on assessing and managing cognitive impairment. She also provides psychotherapy for patients with anxiety/depression and caregiver support for families with a loved one with Alzheimer’s disease or related dementia. As a member of an interprofessional education team working on the federally-funded Geriatrics Workforce Enhancement Program (GWEP) grant, Ms. Bodenheimer manages projects with the Veterans Administration Community-Based Outpatient Clinic in Vineland and the NJ Division of Aging Services, incorporating the 4Ms framework (What Matters, Mentation, Medications, and Mobility) to support age-friendly care and build a healthcare workforce that provides quality care to older individuals. Ms. Bodenheimer’s clinical and research interests include depression, social isolation and loneliness, the impact of childhood adversity on aging, and advanced care planning.
Jennifer Sinnott, MSW

Jennifer Sinnott is a dynamic leader with over 20 years of dedicated experience in aging services. Currently serving as the Vice President of Health & Social Services at Serving Seniors, she plays a pivotal role in overseeing the integration of essential services such as social work, health education, dental, and wellness programs. Jennifer’s passion for enhancing the lives of seniors extends beyond basic care; she actively fosters collaborative partnerships and initiatives that prioritize a holistic “whole person” approach to well-being.
Jennifer’s educational background includes a Bachelor of Science degree from Iowa State University and a Master of Social Work from Boston College. Throughout her career, she has demonstrated a deep commitment to advancing the field of aging services, working tirelessly within both nonprofit and county government systems to develop innovative solutions that address the diverse needs of older adults.
With her wealth of experience and unwavering dedication to compassionate care, Jennifer Sinnott is a respected authority in the field. She brings invaluable insights and practical strategies to empower others in creating supportive environments that promote aging with dignity and vitality.
Surfing The Triple Disruption Rip Current: Strategies For Navigating Three Forces Reshaping Health & Human Services In The Year Ahead
Ten years ago, technology strategies for specialty care providers focused mainly on billing, compliance, and security, operating separately from overall organizational goals and reacting to regulatory changes.
Today’s market pressures of increased competition, the rise of value-based care, and challenges with reimbursement rates have shifted the focus to tech strategies that drive financial sustainability, growth, and competitive advantage, seamlessly integrating with broader organizational objectives.
In this session, join Monica E. Oss for an examination of key strategies for adapting to tighter margins, value-based reimbursement, and new technology options by implementing a modern, analytics-driven approach to achieve a competitive edge.
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.