The OPEN MINDS Consumer Engagement Technologies Summit
As consumers’ adoption of digital technology in their health service continuum increases, the demand for, and sustainability of, traditional models of service delivery will decrease. Executives need a proactive plan to integrate these new digital technologies into their service system—to both increase consumer preference for their services and decrease service cost. But implementing a new technology can have far-reaching implications for an organization’s clinical operations, financial sustainability, and consumer relationships. Digital treatment technologies need to be integrated into existing treatment protocols, clinical teams need to accept and learn to excel in using these new tools, and consumers need to feel comfortable and empowered to play a new role in their care.
During today’s summit, we will review the emerging trends in consumer treatment technologies, explore the new digital treatment options, and discuss how executives of provider organizations can incorporate new technologies into their strategy.
Throughout the day, we’ll hear case study presentations from organizations that have successfully incorporated consumer technologies into their programing, and at the end of the day, we’ll wrap up with a town hall discussion, where you’ll have a chance to talk with our case study presenters about their programs and ask questions about their organizations, and discuss their perspective on the future of consumer technology tools.
8:00am - 9:00am
Networking Breakfast & Registration
9:00am – 9:30am
Digital Treatment In The Era Of Consumerism & Value-Based Care
With the continuous emergence of new technologies, we’re on the verge of moving to an era of digital treatment. These tech tools include everything from mobile apps, to wearable devices, to remote monitoring. In this session, we’ll cover the challenges facing executives as they lead their organization on the path to a tech-driven future – including an examination of the trends driving the inevitability of technology’s prominence in health care; a discussion of the emerging digital technologies currently on the market; and a review of how digital technology will shape your organizations strategy for sustainability.
Deb Adler, Senior Associate, OPEN MINDS
Case Study Presentations: On-The Ground Perspectives On New Consumer Digital Treatments
In these feature case study presentations, we'll hear from organizations that have successfully incorporated consumer technologies into their programing – including their planning process; how they rolled out their new tech for staff and consumers; their program outcomes and future plans; and their advice for organizations considering making new tech investments.
9:45am – 10:15am: Technology In Action: The Hazelden Betty Ford Foundation Case Study
Featuring Janelle Wesloh, LADC, MBA, Vice President of Clinical Excellence, Innovation and Recovery Management, Hazelden Betty Ford Foundation
10:15am – 10:45am: Technology In Action: The AltaPointe Case Study
Featuring David Benavidez, M.D., Fellow, AltaPointe Health
10:45am – 11:00am: Break
11:00am – 11:30am: Technology In Action: The Montefiore Medicare Center Case Study
Featuring Michelle A. Blackmore, Ph.D., Project Director, Montefiore Medical Center
11:30am – 1:00pm: Lunch
Sponsored by Mozzaz
Consumer Engagement For Complex Care – Real World Case Studies
Consumer engagement is a strategy that has a direct impact on all three legs of the “Triple Aim” transformation. Adopting consumer engagement strategies requires organizations to implement innovative technologies, which are increasingly permeating every aspect of our lives including personalized health care. Research has shown that active consumer health care engagement results in improved care experiences and outcomes, especially across two-way engagement strategies. Integrating consumer engagement has now become a key priority for progressive organizations operating in this era of value-based care. Consumer engagement strategies and models differ across complex care programs, such as intellectual and developmental disabilities (I/DD), long-term supports and services (LTSS), and behavioral health, requiring organizations to utilize a more wholistic approach to care. This approach not only includes personalized care plans, but also connectivity across the care team and the integration of technologies such as clinical devices and wearables to improve accessibility.
During this presentation, Mozzaz will uncover best practices in consumer engagement and techniques for adopting consumer engagement technologies. Attendees will also hear firsthand accounts of real-world case studies from the complex care providers utilizing these best practices and innovative technologies.
Linda Lusis, Vice President, National Accounts, Mozzaz
Sammy Wahab, Chief Executive Officer, Mozzaz
Case Study Presentations: On-The Ground Perspectives On New Consumer Digital Treatments
In these feature case study presentations, we'll hear from organizations that have successfully incorporated consumer technologies into their programing – including their planning process; how they rolled out their new tech for staff and consumers; their program outcomes and future plans; and their advice for organizations considering making new tech investments.
1:00pm – 1:30pm: Technology In Action: The Centerstone Case Study
Featuring Amy McDaniel, Director of Business & Services Development, Centerstone
Wayne Easterwood, Chief Administrative Officer, Centerstone
1:30pm – 2:00pm: Technology In Action: The Optum Behavioral Health Case Study
Featuring Roberta Montemayor, Director for Telehealth, Optum Behavioral Health
2:00pm – 2:30pm: Technology In Action: The Vinfen Case Study
Featuring Bruce L. Bird, Ph.D., President & Chief Executive Officer, Vinfen
2:30pm – 3:30pm
The Future Of Consumer Digital Technologies: A Town Hall Discussion Session
There is no doubt that consumer treatment technologies will, eventually, change how health and human services are delivered in some very fundamental ways; but there is a long road between the current state of technology adoption and that future. In this interactive discussion session, our panel will discuss how technology is shaping the current consumer market and their perspectives on the future of digital treatment technology.
Deb Adler

Deb Adler brings more than 20 years of experience in executive health care roles, serving in a variety of capacities including network executive, quality management executive and chief operating officer, to the OPEN MINDS team.
Her consultant work with OPEN MINDS spans a broad range of customers (provider organizations, payors and government programs) and topics, including: collaborative care models/medical behavioral integration, provider network functions– contracting, network designs/tiering, recruitment, telehealth network implementation, and strategic planning. In addition, Ms. Adler has a special interest in helping technology-enabled providers in “go-to-market” strategies and streamlining network functions.
Since entering the managed behavioral health care field, she has become an industry-recognized leader in value-based contracting and alternative payment models. An innovator known for her ability to execute results, she has facilitated network designs and benefit plan approaches that achieve both quality outcomes and healthcare cost savings.
Before joining OPEN MINDS, Ms. Adler served as Senior Vice President of Network Strategy for Optum (part of UnitedHealth Group) where she was responsible for behavioral health network development, contracting, and strategy for over 185,000 providers. In this role she developed the largest, performance-tiered behavioral health network, largest telemental health network, and largest medication assisted treatment (MAT) network. She was also responsible for implementing network initiatives to promote medical/behavioral integration, improve member outcomes, and reduce total cost of care through collaborative care models.
Prior to joining Optum/UnitedHealth, Ms. Adler spent over 12 years with ValueOptions, Inc. (now Beacon Options) where she held a variety of senior leadership roles including, Executive Vice President of National Networks; Chief Executive Officer, Health Plan Division; Vice President, Network Operations; Executive Director, Corporate Quality Management; and Executive Director, Quality & Information Systems. She was responsible for quality management and coordinated NCQA and URAC accreditation efforts.
Ms. Adler spent her early career in health care quality, serving as a quality director in two state-run psychiatric centers.
Ms. Adler received her Master’s degree in educational psychology and evaluation from Catholic University of America and is a Certified Professional in Health Care Quality (CPHQ).
Amy McDaniel, MSW

As the Director of Business & Services Development, Amy McDaniel works at the enterprise level, across states and between departments, to include clinical care, marketing, IT, grants administration, and finance, to build technology, designed to serve a multiple of populations and scale to the Centerstone enterprise. McDaniel is currently responsible for all aspects of the Centerstone Care App, a mobile application designed to further deliver care to clients across the five-state service area.
McDaniel earned a Masters of Social Work in Community Health and Urban Development from the Jane Addams School of Social Work at the University of Illinois, Chicago. Over the past 15 years, McDaniel has worked on large-scale, national technology projects to include Guidestar.org in conjunction with multiple community foundations located across the United States. Her team developed an online database of nonprofits and arts organizations and worked with a team to develop innovative charitable donation software platforms. McDaniel gained substantial experience in the social services in the Chicago area by working with The Field Foundation of Illinois, Alternatives Youth Development and in the Chicago Public School system. Through these endeavors she gained valuable experience in organizational infrastructure management, IT, operations, project management, finance and accounting, marketing, and strategic planning.
Bruce L. Bird, Ph.D.

Bruce L. Bird joined Vinfen in 2003 as COO, and has served as President and CEO since 2010. Vinfen is a large non-profit community behavioral health and disability service company, which in FY 2019 will provide services to about 9000 individuals with a budget of about $188M and a staff of over 3600 throughout locations in Eastern Massachusetts and Connecticut.
Dr. Bird lists several areas of focus at Vinfen, including developing an Innovation Center which: has established and is continuing to operate a community behavioral health home with sustained year over year growth in funding though the Massachusetts Duals Demonstration program; participated with academic institutions (including Harvard and Dartmouth) and software companies in 4 publicly and 9 privately funded technology evaluation projects; partnered with 7 other community organizations and contracting with 14 healthcare ACO/MCO systems to provide health home care coordination services in the new Massachusetts Medicaid Healthcare reform program.
Dr. Bird serves on numerous statewide policymaking and provider organizations and is active in legislative and policy advocacy, including serving as the current vice-chair of the board of the Association of Behavioral Healthcare of Massachusetts. He is a licensed psychologist, has served on the faculty of the Johns Hopkins Medical School and the associate faculty of the Harvard Department of Psychiatry, and is currently involved in several formal technology research evaluation projects.
David Benavidez, M.D.


Janelle Wesloh, LADC, MBA

Janelle Wesloh, LADC, MBA, Vice President of Clinical Excellence, Innovation & Recovery Management at the Hazelden Betty Ford Foundation has been in the addiction treatment field for 27 years. Wesloh has held many roles, including youth counselor, intake counselor, continuing care counselor, electronic medical record designer, and privacy officer.
She currently provides integration and standardization support to clinical operations across the organization to ensure the optimal functioning of a national system of care. She strives to further establish HBFF's clinical innovation function and helps Hazelden Betty Ford continue to lead the field through research and design. She oversees the Recovery Management division that provides ongoing recovery support through online, phone, and in-person programs and services.
Wesloh is a licensed alcohol and drug counselor; she has an undergraduate degree in psychology with an emphasis in chemical dependency counseling, and an MBA from Hamline University.
Michelle A. Blackmore, Ph.D.

Center, Bronx, NY. Dr. Blackmore has extensive experience in managing the implementation of integrated care for primary care and behavioral health practices. She has focused on projects augmenting care and improving collaborative care sustainability and scalability through technology (e.g., computer-assisted CBT, smart phone applications, interactive voice response, patient-provider text messaging, patient registries). Dr. Blackmore also has worked on the development and testing of innovative payment models to align collaborative care elements with shifting financial environments that place greater focus on value-based payment. As a licensed clinical psychologist, she is a trained in evidence-based psychotherapy and measurement-informed care, and provides clinical training, supervision, and consultation to behavioral health specialists and team members. Dr. Blackmore has co-authored numerous presentations and book chapters on integrated health care efforts, with a focus on minority populations with complex medical and mental health comorbidities.
Roberta Montemayor

Wayne Easterwood

As Chief Administrative Officer, Wayne Easterwood leads administrative and support teams for Centerstone, the nation’s largest community-based behavioral healthcare organization. His teams include technology, technical infrastructure, business intelligence, data analytics, human resources, and project management. His work involves planning, implementation and support of innovations as well as ongoing operations across the five-state organization. While often leveraging technology for improvement, the focus is always on improving the delivery of care.
Easterwood was the architect of Centerstone’s first electronic health record in 2001 which was among the very first in the nation for behavioral health.
He holds a Bachelor in Business Administration from Belmont University. Wayne is a member of College Health Information Management Executives (CHIME and participates in TN Health Information Management Systems Society (HIMSS) as well as other healthcare technology groups. He is on the board of TechBridge Tennessee and volunteers with The Bridge both serving those in poverty with unstable housing or suffering from the effects of mental illness. He is a husband to Lisa for 37 years and father of three married sons. He credits his family with the constant pull to the front of the wave of technology and innovation.
How To Find The Right Electronic Health Record: The OPEN MINDS Seminar On Best Practices In EHR Selection & Contracting
Electronic health record systems (EHRs) are a big investment and choosing the right system can make or break any organization. Making the right choice to gain a return on investment requires a thorough understanding of your organization’s goals, a clear budget and timeline, and a detailed action plan. This essential seminar will guide you through a step-by-step process for selecting an EHR that fits all your organization’s needs. The seminar will cover:
- Steps for vetting vendors and their products and services
- Budgeting for EHR software and implementation
- Ensuring best value and performance in contract negotiating
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.
Wyatt Delaney, MAIOP

Wyatt Delaney, MAIOP, brings his education and knowledge of industrial and organizational psychology practices to the OPEN MINDS team. Mr. Delaney specializes in training evaluation and development, statistical analysis, and research methods.
Mr. Delaney joined the OPEN MINDS consulting practice in June 2016. He currently provides his expertise to support a number of initiatives through project management, content development, and data analysis.
Prior to joining OPEN MINDS, Mr. Delaney was a Graduate Research Assistant at West Chester University. In this role, Mr. Delaney assembled, analyzed, and assessed extensive meta-analysis databases, conducted internet-based and library research, interpreted accuracy and validity of data, and developed and implemented research quality control procedures.
Mr. Delaney also served as a Training and Development Specialist during an internship with Oberthur Technologies. In this role, Mr. Delaney engineered and implemented training programs that reduced training time by over 80%. In addition, Mr. Delaney developed training documents, methods, and work instructions, created and managed training databases, and fostered and facilitated training standards to trainer technicians across three shifts.
Mr. Delaney is a co-author of “Perceptions Of Sexual Harassment: Investigating The Role Of Cultural Values”, a paper accepted by the Society for Industrial and Organizational Psychology.
Mr. Delaney received a Bachelor of Arts in Psychology from Shippensburg University and a Master of Arts in Industrial and Organizational Psychology from West Chester University.
Networking Breakfast & Registration
Check-in at the registration desk to get your name badge and program materials, then join us in the exhibit hall for breakfast. Take some time to meet your fellow attendees, talk to our sponsors, and prepare for the day ahead.
Welcome & Announcement Of Results From The 2018 OPEN MINDS Technology & Innovation Survey
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.
Advancements In Telemedicine & The Future Of Service Delivery: Innovation Health’s Plan For Technology Integration
New developments in the world of technology are reshaping service delivery—creating permanent changes in consumer experience, outcomes, and the cost of care. This shift means that many organizations need to rethink their market position in some very fundamental ways. In this keynote session, we’ll hear from Sunil Budhrani, M.D., MPH, MBA, Chief Medical Officer & Chief Medical Informatics Officer or Innovation Health, one of the first payer/provider insurance companies in the country. Dr. Budhrani will discuss how Innovation health is incorporating technology innovation into their strategy, learn about some of their recent innovations and collaborations, and hear his perspective on the future of technology integration in health care.

Sunil Budhrani, M.D., MPH, MBA

Dr. Sunil Budhrani is the Chief Medical Officer for Innovation Health, a uniquely successful partnership between Aetna and one of the largest health systems in the Washington DC Metropolitan Area, INOVA Health System. Dr. Budhrani is a Board Certified Emergency Medicine Physician who graduated from the University of Pennsylvania with a degree in Neuroscience and English. He went on to complete his Medical Degree at the George Washington University, where he then pursued his Masters in Public Health due to an interest in Population Health Dynamics. Subsequently, he completed his Residency training in Emergency Medicine at the Tufts University School of Medicine in Massachusetts, and went on to Chair and direct Emergency Departments and Urgent Care Centers throughout the East Coast. Dr. Budhrani then served as the Chief Medical Officer of the Evergreen Health Cooperative Insurance for the State of Maryland and led the clinical course for medical technology, network development, member engagement, and Population Health for the Plan. He co-founded CareClix Telemedicine, a leading pioneer in Telemedicine and Remote Patient Monitoring technologies with users throughout the United States and abroad. He as well served as the Chair of the American Telemedicine Association's Guidelines Committee for Practice of Primary Care and Urgent Care Telemedicine, has authored many papers on the subject of Telemedicine, and is a National Speaker on Virtual Medical Care on such topics as Reducing Hospital Readmissions and Employing Telemedicine in Medical Practices. He currently resides in Northern Virginia with his wife and two daughters.
The Valant EHR: An Intuitive Platform
Sponsored by Valant
When searching for an EHR for example, an intuitive user experience and configurable workflows are increasingly important. When it comes to an approachable, straightforward workflow, The Valant Platform EHR is one that must be seen to be believed. The interface looks like a modern experience we have come to expect from current technology, but is unique in the Behavioral Health market.
This brief demo will cover the foundation of Valant EHR technology and how it’s different from what you’re using today. We’ll dive a bit into the interface to show how this underlying technology creates incredibly easy, straightforward workflows and reporting that takes little to no training. We hope you’ll join us in this talk about how modern technology enables an intuitive EHR.
Colin Flynn

Colin Flynn brings business savvy to behavioral health operations. With a background from University of Washington’s Foster School of Business and his experience at Valant, he has helped our customers nationwide get the most out of EHR technology. Colin is the Valant executive representing the West Coast, and is passionate about bringing the Platform for Behavioral Health to this community.
KateAshley Clarke

KateAshley knows the Valant Platform inside and out, and she can tell you how its design and features will benefit your role and your organization. Her background in multicultural studies combined with impressive technical skills enable her to shine as our Sales Product Specialist. KateAshley’s perspective empowers her clear communication for the diverse behavioral health market. Recipient of Fordham University’s Senior Leadership award, her expression of commitment, creativity, innovation, initiative, and integrity is undeniable.
Thought Leader Discussion Session With Sunil Budhrani, M.D., MPH, MBA, Chief Medical Officer & Chief Medical Informatics Officer, Innovation Health
Join us for a follow-up session with our keynote speaker, Sunil Budhrani, M.D., MPH, MBA, Chief Medical Officer, Chief Medical Informatics Officer, Innovation Health. Use this time to ask questions and continue the morning’s discussion with Dr. Budhrani and OPEN MINDS Chief Executive Officer Monica E. Oss.

Sunil Budhrani, M.D., MPH, MBA

Dr. Sunil Budhrani is the Chief Medical Officer for Innovation Health, a uniquely successful partnership between Aetna and one of the largest health systems in the Washington DC Metropolitan Area, INOVA Health System. Dr. Budhrani is a Board Certified Emergency Medicine Physician who graduated from the University of Pennsylvania with a degree in Neuroscience and English. He went on to complete his Medical Degree at the George Washington University, where he then pursued his Masters in Public Health due to an interest in Population Health Dynamics. Subsequently, he completed his Residency training in Emergency Medicine at the Tufts University School of Medicine in Massachusetts, and went on to Chair and direct Emergency Departments and Urgent Care Centers throughout the East Coast. Dr. Budhrani then served as the Chief Medical Officer of the Evergreen Health Cooperative Insurance for the State of Maryland and led the clinical course for medical technology, network development, member engagement, and Population Health for the Plan. He co-founded CareClix Telemedicine, a leading pioneer in Telemedicine and Remote Patient Monitoring technologies with users throughout the United States and abroad. He as well served as the Chair of the American Telemedicine Association's Guidelines Committee for Practice of Primary Care and Urgent Care Telemedicine, has authored many papers on the subject of Telemedicine, and is a National Speaker on Virtual Medical Care on such topics as Reducing Hospital Readmissions and Employing Telemedicine in Medical Practices. He currently resides in Northern Virginia with his wife and two daughters.
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.
The Systematic Approach To Integrated Health Care: The Data You Need To Make Primary/Behavioral Health Integration A Success
The push for more integration is a by-product of the shift to value-based reimbursement (VBR) payment systems. VBR models work the best in integrated systems – this means integrated financial incentives, integrated information platforms, and integrated clinical models. But integrating primary care and behavioral health data into easily accessible and meaningful information to enhance performance can be a major challenge. In this session, we’ll cover the challenges of integration, key elements in building a shared data framework, and examples of successful data sharing in integrated models of care. The session will include:
- Best practices in interoperability and data sharing in integrated care settings
- Key data points needed to make integration successful, how to utilize this data, and how to incorporate it to operations
- Case studies from provider organizations that have integrated primary/behavioral health and how their use of data has contributed to the success of their programs
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.
Christy Dye

Christy’s background spans 30 years as a state administrator, provider and system leader in managed behavioral health, healthcare integration and recovery-focused provider networks in Arizona and other states. She was early innovator in implementing an integrated service system for adults with co-occurring mental health/substance use disorders, including strategies for network development, financing, licensure and consensus building. She also oversaw the expansion of Arizona’s contracted behavioral health managed care system to a more recovery focused model, including expansion of peer-delivered mental health, addiction and peer-delivered services. Today she directs strategy and operations of Partners In Recovery, a integrated behavioral/medical health home system serving 8,000 adults with serious mental illness in Arizona. Christy has been the recipient of numerous awards including the Visiting Scientist award from Harvard University and the prestigious Behavioral Health Leadership in Services Award from the ASU Center for Applied Behavioral Health Policy. She is a contributing author to multiple articles and books on peer support and recovery services. More recently, Christy’s interests have turned to health IT and using technology to improve behavioral healthcare practice and outcomes. She is a member of the governing board of Health Current, Arizona’s health information exchange, and serves as a co-principal investigator for a National Institute of Mental Health research project focused on health information sharing preferences among persons with serious mental illness. She received her bachelor’s degree from the University of Illinois and her master’s from the University of Arizona.

Bill Maroon


Emily Nichols, MPH

Emily Nichols’ career has focused on Philadelphia-based federally qualified health centers in a variety of roles centering on patient care, health outcomes, quality improvement and patient-centered medical home recognition. She holds a BA in Public Health – Social and Behavioral Sciences from Johns Hopkins University and a MPH from Emory University with a concentration in Behavioral Sciences. In 2010, Emily became the Center Director of The Health Annex, FPCN’s health center in Southwest Philadelphia. In February 2013, Emily transitioned to the Director of Operations for FPCN. Emily also is a consultant with the Health Federation of Philadelphia with the Health Center Controlled Network (HCCN) project. She works with HCCN health centers on PCMH recognition and use of the population management software, i2iTracks.
A Progressive Approach to User Adoption: Transitioning From Paper To Digital In An I/DD Setting
Sponsored by Welligent
I/DD providers are faced with growing workforce challenges, including high rates of staff turnover, fewer high-skilled workers, dynamic work environments, and higher expectations from regulatory and contracting entities. Staff need efficient and easy to use tools, so they can spend more time providing services. Supervisors and managers need a framework for evaluating the effectiveness of staff, services, quality of care, and compliance. Finally, stakeholders want to know how they can encourage EHR user adoption to effectively address all of these issues.
This session will present a large, multi-state I/DD service provider’s approach to encouraging EHR user adoption. Key areas such as staffing to contract requirements, medication administration, healthcare follow-up, and incident reporting will be discussed. Additional topics covered will include:
- Leveraging a pilot project approach to support a full-scale roll-out strategy across multiple states
- Using Subject Matter Experts (SMEs), video training, and tech tools to encourage user adoption for low-skilled workers
- How creative IT collaboration and user communities benefit behavioral health providers
- A qualitative review of strategies used to overcome the challenges facing I/DD providers today
Matthew Chamberlain

Kendra Ellis

Kendra Ellis is a professional leader with over ten years of experience serving as a member of executive leadership teams. Ms. Ellis is currently employed by Embassy Management, a multi-state provider of ID/DD Residential, Employment and Autism services. Ms. Ellis is known for being accomplishment driven with a proven history of working with teams to align systems and achieve integration. Ms. Ellis operates with a focus on organic growth and has partnered with stakeholders to develop policies and design innovative services.
In her current role as Executive Director for Idaho, Washington and Oregon Ms. Ellis oversees operations for a variety of service lines including Residential Services for adults, Licensed Residential homes for children, In Home Intensive Services for children and adults as well and Supported Employment programs.
Ms. Ellis entered the human service field with a passion for advocating for adults and children with developmental and intellectual disabilities. She fulfills this mission through her leadership and legislative advocacy on a local, state and national platform. Throughout her career, she has remained focused on the service needs of each person as a unique individual. Ms. Ellis was nominated for the American Health Care Association ID/DD Residential Services Committee in 2016 and is currently serving her second term. Kendra is a native to the Pacific Northwest, currently calling Seattle, Washington home.
Michael M. Hailye

Staffing Strategies For Today’s Workforce: An Inside Look At OnShift
Sponsored by OnShift
The expectations of today’s employees have upped the stakes for community-based care providers. Are you prepared to meet them?
Join OnShift for an inside look at how staff scheduling and employee engagement software is helping organizations win in today’s competitive labor market. Learn how thousands of providers are able to drive quality care, lower costs and boost organizational performance by staffing to staff consistently and efficiently. During this session, you’ll see how OnShift’s award winning software helps providers:
- Increase staff satisfaction with instant access to view and manage schedules
- Control costs with predictive labor analytics & proactive notifications
- Improve quality of care & service with real-time staffing insights
- Reduce turnover by taking a real-time approach to employee engagement
Andrew Mayo

Andrew Mayo is Director of Sales of OnShift, a leader in human capital management software for healthcare. His expertise in staffing and labor management strategies for community-based care organizations is foundational to his role with OnShift’s Sales team. Andrew works hand-in-hand with associations, providers, and with OnShift’s Customer Success and Product teams to create impactful best practices aimed at solving daily workforce challenges in community-based care. Andrew shares insights, research and recommendations to improve clinical, operational, and financial outcomes through labor management practices and technology. He holds a Bachelor of Science in Business Management from Providence College.
Are Your Financial Systems Ready For Value-Based Reimbursement? Managing Risk, Data Modeling & Financial Projections For VBR Success
What technology is critical for success in value-based reimbursement (VBR) contracts? At the top of the list is financial systems that can both track the data your organization needs to manage contracts and can be combined with clinical performance management systems to meet the demands of the new payment models. Building the capability to meet these demands is a major hurdle for most organizations as they transition away to VBR. In this session, we will discuss how to prepare your financial systems to move your organization forward with VBR, including:
- How to assess your organization’s current financial management systems
- The “must-have” financial management and data modeling tools your organization needs to manage risk and value-based reimbursement models
- Case studies from organizations that have adapted their financial systems to manage VBR
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.
David E. Wawrzynek, MBA

David Wawrzynek, MBA brings more than 40 years of public behavioral health, clinical, financial, and management experience to the OPEN MINDS team. He brings a truly unique combination of experience with his clinical, business, and financial experience, as well as a demonstrated history of efficient and effective management of behavioral health services.
Mr. Wawrzynek currently serves as a Senior Associate and Subject Matter Expert in the OPEN MINDS Consulting Practice, where he leads projects related to value-based purchasing, financial modeling, and clinical and financial data analysis. In recent years, Mr. Wawrzynek has focused on the development of analytic modeling tools, communication platforms, and knowledge management supports to transform raw data into meaningful information, to enable more effective strategic and operational insights and decision-making.
Before joining OPEN MINDS, Mr. Wawrzynek served 18 years as the Senior Vice President, Finance and Chief Financial Officer at Spectrum Human Services, a private, non-profit community mental health organization in Western New York. In this role, Mr. Wawrzynek designed, implemented and monitored systems to support information technology, human resources, billing, budgeting, financial modeling and reporting, site operations, risk management, security, as well as change management.
Previously, Mr. Wawrzynek served as the Vice President of Finance and Chief Fiscal Officer with Health Management Group in Buffalo, New York. In this role, he managed the corporate financial resources through the supervision and coordination of the functions of reimbursement, budget, banking, and general accounting.
Previously, Mr. Wawrzynek served his first 14 year tenure with Spectrum Human Services as Director of Financial Operations. In this role, he was responsible for the fiscal, facility, personnel, and business functions of the corporation. In addition he was responsible for data analysis and worked closely with the Clinical and Quality Assurance Directors in the development and monitoring of performance and outcome indicators.
Before joining Spectrum, Mr. Wawrzynek served as an Outpatient Psychiatry Supervising Counselor with Buffalo General Hospital Community Mental Health Center. In this role, he held dual clinical and administrative responsibilities and assisted in the daily operation of the department, acted as a liaison to other hospital departments, and supervised staff activities.
Mr. Wawrzynek began his career as a clinical Supervising Counselor for the City of Buffalo’s Division of Drug Abuse Services where he was responsible for supervision of all counseling and clinical activities at a community-based drug treatment center and provided counseling services for clinic patients.
In recognition of his professional successes, Mr. Wawrzynek was named as the 2007 Not-for-profit Chief Financial Officer of the Year by Buffalo Business First.
In addition to his professional experience, Mr. Wawrzynek has served in a number of leadership roles for affiliations including past President for the New York State Cerner Software User Group; past Board President for Child Resource Network; and Treasurer for Spectrum Human Services Foundation.
Mr. Wawrzynek earned his Master of Business Administration and his bachelors in psychology from SUNY at Buffalo and his Master of Science in Rehabilitation Counseling from Syracuse University.
A Guide To Building A Sustainable Telehealth Program: From Billing & Scheduling To Staffing & Training
Telehealth is a growing opportunity for provider organizations looking to increase access to their services and expand their reach. However, the issues around building a sustainable program can be complex, from funding and reimbursement issues, to staffing and technology selection. As the use of telehealth continues to grow, we’re seeing an evolution the technology as well – from mobile platforms, to innovations in robotics. In this session, we will review the challenges and benefits of utilizing telehealth – for both provider organizations and consumers, how organizations can utilize telehealth in their own programs, and examples of telehealth in action in the field. In this session, we will discuss:
- Best practices in developing a telehealth plan that aligns with your organization’s strategic goals
- Key components to building a successful telehealth program, including financing, billing and reimbursement, and staffing models
- Case study presentations from organizations that have implemented successful telehealth programs
David Young, MBA

David Young, MBA, brings more than 30 years of executive experience in technology, new product development, and strategic planning in the health and human service field to the OPEN MINDS team. In addition to holding executive-level positions at prominent healthcare organizations, Mr. Young has also co-developed several start up organizations. He has extensive experience in the telemedicine field, specifically working with autism, children and adolescents, corrections and long-term care markets.
Prior to joining OPEN MINDS, Mr. Young served as the Chair of the Board and the Chief Marketing Officer of Raiven Healthcare in Tennessee. In this position, he provided leadership and strategic vision for the cutting edge artificial intelligence company. While leading the Board, he also served as the Chief Marketing Officer, providing direction in branding and imaging in the marketplace. Together, Mr. Young and the Chief Executive Officer oversaw the budgeting process and developed the direction of the board policy.
Previously, Mr. Young served as the Co-Founder, President, and Chief Operating Officer of MindCare Solutions Group, Inc., a national telemedicine organization providing tele-psychiatry and tele-primary care to institutional providers. In these roles, Mr. Young designed the corporate structure and directly managed sales, account management, and government relations. Prior to his departure at MindCare Solutions Group, Inc., Mr. Young obtained three of the largest customers in the behavioral health space as clients, when the organization was not yet three years old.
Mr. Young served as the Vice President of Tele-Psychiatry at Optum/UnitedHealth Group from 2011 – 2013, where he served as the national leader of the tele-psychiatry service line. He developed service lines, and created all aspects of the business development process. Working with senior level executives, he co-developed a design for fee-for-service and alternative payment systems.
Jeffrey Steigman, Psy.D.

Dr. Steigman, a clinical psychologist with over 20 years of behavioral healthcare experience, is currently the Chief Administrative Officer at Family Service League, Inc. Dr. Steigman has extensive experience in strategic planning, program evaluation, continuous quality improvement, operation of clinical behavioral health programs and the use of technology in healthcare. Dr. Steigman also serves as an expert consultant for the Department of Social Services and maintains a private practice in Port Jefferson, N.Y.

Krista Lewis, MHR, LPC

Krista Lewis serves as the Chief Program Officer of Medical and Crisis Services for Family & Children’s Services (F&CS) in Tulsa, Oklahoma. She began her clinical career in 1990 working with children and adolescents in rural Oklahoma. Currently, Krista is responsible for designing and implementing new agency projects such as the Urgent Recovery Center, Crisis Stabilization Unit, Mobile Crisis Services for Children and Adults, Integrated Health Services and CCBHC, as well as tele-health services. She has worked closely with Innovatel for the last year to expand psychiatry services through tele-health in order to provide greater access in Oklahoma’s underserved clinical environment. The success of F&CS’ tele-health implementation has been fostered by innovative clinical implementation, clinic-ready activities and a strong collaborative partnership with Innovatel.
Consumer Engagement: Driving The Value In Value-Based Care With Real-World Case Studies
Sponsored by Mozzaz
Value-based care trends are having a significant impact on the technology decisions made by health care organizations to support transformations in care delivery. As part of this transformation in care delivery, organizations need to measure the elements of care with most importance and most value-add capability for consumers. It has become crucial for organizations moving to value-based care to understand the strategies centered on personalized care engagement. Consumer engagement, coupled with digital outreach and a positive experience through innovative technology, enables the utilization of data-driven models making unraveling the complexities of measuring value and assessing risk possible.
In this session, Mozzaz along with their partners MAXIMUS, Project Transition, Bancroft and Robins’ Nest, will discuss proven strategies and real-world case studies that to showcase how consumer engagement models are enabling value-based care across a spectrum of populations, including intellectual and developmental disabilities, mental health, substance use, and foster care. This session will provide attendees with an understanding of the importance of:
- Delivering personalized engagement models that drive consumer activation and usage
- Modeling consumer-generated data to develop consumer-reported outcome measurements
- Learning how value-based care affects how data is conceptualized, collected, and analyzed
- Integrating consumer engagement models into clinical workflows with standard-based data sharing
- Implementing data analytics and “smart interventions” to maintain relevant, connected-care models that support continuous consumer technology adoption and retention rates
Rini Gahir, BSc Actuarial Science, MBA

As a healthcare technology evangelist, experienced business leader, and entrepreneur, Rini Gahir’s 20-year track record in technology and digital health, helps deliver innovative yet practical life solutions for individuals with long-term healthcare needs and the care teams that support them.
Rini’s life experiences, both professional and personal, have inspired him to utilize digital technology and connected health as instruments for improving health and well-being. Having worked with several national providers and large managed care plans in behavioral and population health, Rini brings a depth of knowledge and expertise in person-centered technology-enabled care. As the co-founder of and Chief Business Development Officer for Mozzaz Corporation, Rini is on a mission to help individuals with complex health needs live a life of quality and inclusion with the Mozzaz solution.
Lunch On Your Own
How Your EHR & IT Systems Can Optimize A Merger, Sale, Or Acquisition
Sponsored by Credible Behavioral Health Software
Join Credible's Founder and CEO, Matthew M. Dorman, who is a "reformed" investment banker, while he shares views and lessons learned from his investment banking years and his guidance of Credible from start-up to the 2nd largest Behavioral Health Software company in the U.S. The session material will cover the current market, the motivation to merge, sell, or acquire, as well as practical application of tech value using key points, differentiators, and graphs.
Matthew M. Dorman

Matt has more than 30 years of experience in technology management, operations, finance and investment banking as well as 18 years of political and government understanding and knowledge. He has driven Credible from a start-up with a mission to improve the quality of care in behavioral health to a profitable, financially stable company with over 500+ partner agencies spanning 38 states and D.C.; annual revenues exceeding $45,000,000; and more than 150 staff nationwide. Mr. Dorman had earned his MBA in Finance from the University of Maryland and a B.A. in Political Science from the University of Delaware.
Leveraging The Power Of Technology To Support Mental Health Treatment: The MITRAM Approach To Getting the Right Data to the Right People
Sponsored by MITRAM
In many treatment settings, access to current consumer mental health status data is limited— by time, by technology, by process. As a result, clinical decision making happens without the highest quality data to inform the treatment process. It is challenging or not possible to connect individual data inputs from consumers with a personalized therapeutic approach.
MITRAM harnesses technology— mobile technologies, tech-enabled assessments, and analytics—to bring data from scientifically validated tools on consumer smartphones to the EHR used by their mental health professionals. The platform can help expedite the exchange of the information used in the treatment planning process.
In this luncheon session, our faculty will first provide an overview of the challenges of bringing best practices to mental health treatment. Next, they will describe the methodology supporting the MITRAM platform. Finally, the speakers will illustrate how MITRAM can provide tech-enabled, data-driven content to inform clinical and administrative decision making.
Roland Larkin, NP, Ph.D., MBA

As an MSL, Roland Larkin provides scientific evidence to healthcare providers and other key stakeholders demonstrating the value of Otsuka neuroscience products in improving patient outcomes; identifies opportunities to provide real-world solutions to the challenges of delivering optimal patient care; and communicates and delivers pharmacoeconomic data addressing payer and provider needs and priorities.
Prior to working for the Neuroscience Field Medical Affairs at Otsuka Pharmaceuticals, Roland worked for 20 years in clinical psychiatry and has treated a range of psychiatric disorders with psycho-pharmacological and psychotherapeutic interventions. He is a Nurse Practitioner with board certifications in psychiatry, addiction, and pain management.
Roland has held faculty positions at Columbia University and New York Medical College. His clinical positions have included the VA Hudson Valley Healthcare System, St. Luke’s Roosevelt Hospital, and the New York State Psychiatric Institute. He received a BSN from SUNY Binghamton, an MSN and PhD from Columbia University, and an MBA from Northeastern University. His dissertation focused on improving psychiatric screening in incarcerated populations and the challenges to prison-based mental health research. His MBA was with dual concentrations in marketing and international management.

Srikanth Gottipati, Ph.D., M.Phil

As director of the THINK TEAM at Otsuka, he leads academic and industry collaborations to drive innovation in design/conduct of clinical trials and molecular/cellular characterization of patient samples for biomarkers/diagnostics/personalized medicine. He is a champion for leveraging big data and statistical approaches to delivering clinical insights in the digital health, oncology and central nervous system therapeutic areas. He has successfully developed several technology prototypes using new technologies Google Glass, wearable devices and other augmented/virtual reality technology as aids in the clinical setting. As a scientist with subject matter knowledge plus deep expertise in vetting various technological solutions, he leads assessment and evaluation of new partnerships and collaborations in digital health, personalized medicine, genomics, drug development and formulation in the business development area.
Prior to joining Otsuka, he has held research positions at Cornell University, Ithaca, NY (in population genetics and systems biology) and National Oceanic and Atmospheric Administration (NOAA-CREST), NY. He has PhD and M. Phil. degrees in computer sciences from The Graduate Center, CUNY, New York and a Bachelor’s degree in Civil Engineering from the Indian Institute of Technology, Bombay. He has extensive experience in mathematical modeling and data sciences across several domains such as pharmaceutical sciences, genomics, population health analytics, atmospheric sciences, manufacturing systems, and financial markets. In a career spanning more than a decade, Srikanth has worked with some of the top intellectuals in these domains publishing over 40 peer-reviewed articles in high impact scientific journals. He has held adjunct faculty appointments at New Jersey Institute of Technology, City College of New York and George Washington University.
Small Scale Technology Planning & Budgeting: A Roundtable Discussion For Organizations Under $25M
The session is limited to 20 attendees and lunch will be provided.
In our current market, executive teams must make the hard choices about market positioning and service lines – there is a constant pressure for service delivery organizations to either get bigger to improve their economies of scale or stay smaller with a focus on a very narrow market niche. For organizations that fall into the latter category, the market presents unique challenges and the questions around technology adoption are more complex. This session is specifically designed to discuss the technology issues facing organizations with under $25 million in operating revenue. Come prepared to discuss your organization’s challenges, hear about your colleagues’ experiences, and review tech best practices for small organizations.
Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.
Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.
Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.
Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.
Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.
Using Technology To Improve Your Client Outcomes
Sponsored by Sparkrock
Complex Financial and workforce requirements plus a shortage of time and resources can make it tough to meet your clients’ needs.
Join Sparkrock for an exclusive look into our all-in-one solution for simplified purchasing, reporting, budgeting, and scheduling. This won’t be a run of the mill technology demonstration either. We’ll be going through the day-in-the-life of both a Supervisor and Finance Manager in a health services organization to show you exactly how the Sparkrock solution would perform and improve your efficiency.
Drawing on examples from our own human services customers, you’ll learn about how Sparkrock’s gives you:
- Everything you need, when you need it. An integrated, all-in-one solution means you don’t have to switch between systems that don’t speak to each other and waste time re-entering data.
- The reliability of being built on the Microsoft Dynamics platform, with additional industry specific enhancements developed such as fund accounting, scheduling and our Employee Center.
- Staff access for both back office users and your front end staff. Empower employees to submit information and resolve queries without paperwork, emailed PDFs, or having to call management.
James Faw

The co-founder and VP of Product Innovation for Sparkrock, James is a goal-driven technology leader with a passion for usability. He approaches each new business challenge with his intrinsic flair for innovation, creative problem-solving and an uncanny understanding of the nonprofit sector, to drive consistent product development at Sparkrock. James has been involved with more than 150 implementations since he started Sparkrock in 2003, and has more than 20 years of experience in the technology sector. He has worked directly in both the for-profit and the nonprofit spaces, giving him a well-rounded understanding of what Sparkrock’s clients need in a technology solution.
Shameil Dawood

Shameil has over 20 years’ experience with Dynamics NAV and its predecessor products. Approximately half that time has been in Partner roles that encompassed solution design, implementation consultancy, training, project management and reporting. The other half has been working within company finance teams that use Dynamics NAV as their core ERP and financial system. Shameil has held various levels of seniority all the way through to finance director. His base training was with a Big-4 accounting firm, after which he worked for a while as an auditor and public accountant.
A chartered accountant from the UK, Shameil has worked in most major European countries and brings a wealth of different experiences when assessing an organization’s needs and formulating pragmatic options. He translates his empathy for transactional processing and deep product knowledge into solutions that balance immediate gains with the best long-term interests of the customer.
In Canada, Shameil had been on the Sparkrock implementation teams for Public Health Units and K-12 School Boards. Most recently, he has been working in the Sales team to help bring a more tangible understanding of the Sparkrock product and its application to new prospects and audiences.
Mapping Performance To Manage Value: The Clinical Data You Need To Manage The Risk Of Value-Based Reimbursement
The shift to value-based care has turned “business as usual” on its head for many health and human service provider organizations. It’s forced the executive teams at those organizations to operate while simultaneously using a growing percentage of value-based payments in a fee-for-service environment and do so while shifting their strategy to population health. In this environment, it is essential for clinical leadership with population data to utilize shared decisionmaking models to stratify consumers by risk and initiate the best evidence-based interventions. In this session, we will discuss the challenge of making this clinical performance transformation and will cover:
- How to assess your organization’s clinical performance management systems
- The “must-have” data management and decision support tools your organization needs to manage risk and value-based reimbursement models
- Case studies from organizations that have adapted their performance systems to manage VBR
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.
Luke Crabtree, J.D., MBA

As CEO Luke Crabtree, J.D., MBA, maintains continuous oversight of Project Transition with the primary objective of ensuring competent and devoted staff are in place to serve the well-being of our members. Luke's leadership promotes and sustains an environment that encourages a positive and forward-thinking culture. His leadership reflects the company's commitment to its core values and mission as a recovery-driven residential treatment program.
Project Transition has demonstrated over 35 years’ experience utilizing evidence-based, outcomes driven approaches to enable society's most vulnerable and complicated Members, to live meaningful lives, in the community, on terms they define.
Jason Turi, MPH, RN

Jason is a registered nurse and public health practitioner specializing in healthcare delivery for complex, vulnerable, and marginalized populations. As vice president of population health and clinical integration, Jason provides leadership and expertise for population health management initiatives, complex care innovation, integrated primary and behavioral health services, and value-based care readiness for Centerstone, the nation’s largest community-based behavioral healthcare organization.
Prior to Centerstone, Jason served at New York City Health + Hospitals, the largest municipal health system in the nation, as associate executive director of the Health Home program, where he oversaw the administration of both a city-wide health home care management agency and a New York State designated health home network engaging over 20,000 individuals - additionally, he worked at the health system’s Accountable Care Organization as senior director for innovation strategies where he focused on building clinical and operational capacity to effectively engage and manage high-need, high-cost populations. Prior to that, he was associate clinical director at the Camden Coalition of Healthcare Providers in Camden, NJ - where he led strategy, design, implementation, and evaluation of hospital and community-based multidisciplinary care management teams in collaboration with multiple health systems, service providers, and community organizations. Earlier in his career, he worked at Pathways To Housing NYC, as a registered nurse care manager on their Assertive Community Treatment and Housing First team in Central Brooklyn.
He has bachelor degrees in nursing from William Paterson University and English literature from Union College and received a master’s degree in public health, with an international health concentration, from the Boston University School of Public Health.
The Digital Substitution Effect: A Guide To Supporting Consumers In The Community Through Technology
There are thousands of new digital treatment technologies and technology-enabled services focused on the health and human service market. As consumer and health plan adoption of digital technology in their health service continuum increases, the demand for, and sustainability of, traditional models of service delivery will decrease. This means executives need a proactive plan to integrate these new digital technologies into their service system—to both increase consumer preference for their services and decrease service cost. In this session, we’ll discuss this challenge and new solutions for provider organizations to incorporate into their market strategy. The session will cover:
- Key strategies to help move your organization forward in planning a digital transformation
- Examples of new digital treatment tools and how they are being utilized by health plans, provider organizations, and consumers
- A panel discussion featuring organizations that are currently utilizing digital treatment technologies
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.
Bruce L. Bird, Ph.D.

Bruce L. Bird joined Vinfen in 2003 as COO, and has served as President and CEO since 2010. Vinfen is a large non-profit community behavioral health and disability service company, which in FY 2019 will provide services to about 9000 individuals with a budget of about $188M and a staff of over 3600 throughout locations in Eastern Massachusetts and Connecticut.
Dr. Bird lists several areas of focus at Vinfen, including developing an Innovation Center which: has established and is continuing to operate a community behavioral health home with sustained year over year growth in funding though the Massachusetts Duals Demonstration program; participated with academic institutions (including Harvard and Dartmouth) and software companies in 4 publicly and 9 privately funded technology evaluation projects; partnered with 7 other community organizations and contracting with 14 healthcare ACO/MCO systems to provide health home care coordination services in the new Massachusetts Medicaid Healthcare reform program.
Dr. Bird serves on numerous statewide policymaking and provider organizations and is active in legislative and policy advocacy, including serving as the current vice-chair of the board of the Association of Behavioral Healthcare of Massachusetts. He is a licensed psychologist, has served on the faculty of the Johns Hopkins Medical School and the associate faculty of the Harvard Department of Psychiatry, and is currently involved in several formal technology research evaluation projects.

Gina Armitage, MS, LPC

Gina Armitage is a Licensed Professional Counselor in the state of Missouri with 10 years of experience in Community Mental Health. Ms. Armitage has a B.S. in Psychology from Missouri State University and a M.S. in Mental Health Counseling from Walden University. She is currently employed with Comprehensive Mental Health Services, Inc. (CMHS) in Independence, Missouri as the Director of Quality of Compliance. She joined the CMHS team in 2012 as a Qualified Mental Health Professional with the residential program before taking the role of a Treatment Team Leader in the Adult Community Support Program and most recently, in 2015, the Director of Quality and Compliance. In her current role, she oversees the agency’s quality assurance and improvement, medical records, agency and grant outcomes management, corporate compliance, risk management, credentialing, consumer advocacy, and staff training/education. Ms. Armitage and has direct experience with the residential program, outpatient therapy, community support and crisis services.
Exploring New Business Models In Digital Healthcare: A Strategic Planning Guide For The C-Suite
Sponsored by Core Solutions, Inc.
In this session, Core Solutions' President & CEO, Ravi Ganesan, will explore three principles to drive your business model in the changing digital healthcare landscape:
- The future of healthcare and the need to think differently
- The benefits of changing your payer mix
- Adopting a company-wide digital transformation strategy
Ravi Ganesan

Ravi Ganesan started Core Solutions nearly a decade ago. He began the venture as a developer of custom solutions for select organizations in behavioral health and human services. Since then, he has used his passion for entrepreneurship and a rich background in consulting and software development to grow the company into a premier provider for clients of all types and sizes across the country.
Prior to founding the company, Ravi was a systems architect and software developer with Management Concepts, Inc., an IT consulting firm. Before this, Ravi launched his career in the Greater Philadelphia region at New York Life, the nation’s oldest and largest mutual life insurance company. While there, he established a technical assistance program initially developed to help insurance agents integrate technology into their businesses, which evolved to include business consulting, marketing and related support activities. Ravi received his M.B.A. from St. Joseph’s University in Philadelphia.
Building An Infrastructure For Integrated Care: A Town Hall Discussion On Interoperability, Technology, & Innovation
Sponsored by Netsmart
The trend toward value-based payments and integrated care shows no signs of slowing. Whether your organization is currently taking on risk for your patient population or embarking on new models of integrated care, the changing landscape requires an evolving approach to innovation and technology and an infrastructure to effectively coordinate care across an increasingly diverse landscape of providers, clinical settings, workflows and IT systems.
In this interactive session, hear from two providers who are participating in models of value-based payment and integrated care. Learn about the innovative ways they have taken on the challenges these models present within their organizations and with partners. Initiatives that will be discussed include leveraging a common framework like Carequality to manage transitions of care; connecting to available data feeds to enable a comprehensive view of patient interactions across the healthcare ecosystem; and managing the complexities of reconciling an increasing amount of outside data into workflows in a way that drives better outcomes.
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.
AJ Peterson

AJ Peterson is Vice President of Interoperability for Netsmart. He maintains an efficient client-focused model around connectivity and consumer-engagement technologies, and develops value-based connections among clients, suppliers and partners in the healthcare market.
Before joining Netsmart, AJ was an area operations director at Concentra Medical Centers, where he managed medical outpatient facility operations, sales development, customer relationships and personnel development. He has participated in the Office of the National Coordinator’s Data Segmentation for Privacy project, and currently serves on the Advisory Council for Carequality, which provides a national-level, consensus-built, common interoperability framework to enable exchange between and among health data sharing networks.
He holds a Bachelor of Arts degree in Business Administration from DePaul University.
Brandon Ward, Psy.D.

Katy Beveridge

Katy Beveridge joined LifeWorks NW in 1994 as an administrative assistant and has moved through positions as Office Manager and Manager of Administrative Systems before becoming Director of Administrative Support Systems. Prior to joining LifeWorks NW, she served as Licensing Clerk in the Oregon State D.E.Q. Katy grew up in Portland and attended Grant High School. She received her B.A. in Liberal Arts with a specialization in Sociology and Special Education from Oregon State University.
Networking Reception In The Exhibit Hall
Executive Networking Breakfast In The Institute Exhibit Hall
Building Successful Partnerships With Health Plans: An Insider’s Guide To Payer Relationships
The health and human service market is facing many new challenges – more value-based reimbursement, new disruptive competitors, the growing influence of consumerism, and the changing role of technology. For provider organization executives, this market shift requires the development of new partnerships with health plans and the development of innovative new services and programs. In this keynote presentation, Michael Golinkoff, Senior Vice President of AmeriHealth Caritas will discuss the change drivers shaping the market for organizations serving complex consumers, what health plans are looking for from their provider organization partners in the future, and best practices in building new innovations in a shifting market.
Michael Golinkoff Ph.D., MBA

Michael Golinkoff, Ph.D., M.B.A., is Senior Vice President, Innovation Advisor for AmeriHealth Caritas, focusing on strategic initiatives to benefit the populations served by AmeriHealth Caritas. He has nearly 30 years of clinical and medical management experience.
Most recently, Dr. Golinkoff was President and CEO of PerformCare, a behavioral health care subsidiary of AmeriHealth Caritas. Formerly, Dr. Golinkoff served as Executive Vice President of Clinical Specialty Operations for Aetna, Inc., where he was responsible for clinical and customer service operations centers for both Behavioral Health and Active Health, Aetna's informatics-based medical management organization. Prior to working at Aetna, Dr. Golinkoff held a number of senior leadership roles for United Behavioral Health.
He is a member of the American Psychological Association and the Pennsylvania Psychological Association. Dr. Golinkoff is the Board President for the Association for Behavioral Health and Wellness. He has served on the advisory board of a number of behavioral health and populations health companies. In addition, Dr. Golinkoff is a member of the board for Emily's Entourage, a non-profit organization raising money to cure Cystic Fibrosis.
Dr. Golinkoff holds a Ph.D. in clinical and developmental psychology from the University of Illinois-Chicago and a Master of Business Administration from the Wharton School at the University of Pennsylvania. He completed his pre and post-doctoral internship and fellowship at New York Hospital-Cornell Medical Center.
Thought Leader Discussion Session With Michael Golinkoff Ph.D., MBA, Senior Vice President, Innovation Advisor, AmeriHealth Caritas
Join us for a follow-up session with our keynote speaker, Michael Golinkoff Ph.D., MBA, Senior Vice President, Innovation Advisor, AmeriHealth Caritas. Use this time to ask questions and continue the morning’s discussion with Dr. Golinkoff and OPEN MINDS Senior Associate Sharon Hicks.
Michael Golinkoff Ph.D., MBA

Michael Golinkoff, Ph.D., M.B.A., is Senior Vice President, Innovation Advisor for AmeriHealth Caritas, focusing on strategic initiatives to benefit the populations served by AmeriHealth Caritas. He has nearly 30 years of clinical and medical management experience.
Most recently, Dr. Golinkoff was President and CEO of PerformCare, a behavioral health care subsidiary of AmeriHealth Caritas. Formerly, Dr. Golinkoff served as Executive Vice President of Clinical Specialty Operations for Aetna, Inc., where he was responsible for clinical and customer service operations centers for both Behavioral Health and Active Health, Aetna's informatics-based medical management organization. Prior to working at Aetna, Dr. Golinkoff held a number of senior leadership roles for United Behavioral Health.
He is a member of the American Psychological Association and the Pennsylvania Psychological Association. Dr. Golinkoff is the Board President for the Association for Behavioral Health and Wellness. He has served on the advisory board of a number of behavioral health and populations health companies. In addition, Dr. Golinkoff is a member of the board for Emily's Entourage, a non-profit organization raising money to cure Cystic Fibrosis.
Dr. Golinkoff holds a Ph.D. in clinical and developmental psychology from the University of Illinois-Chicago and a Master of Business Administration from the Wharton School at the University of Pennsylvania. He completed his pre and post-doctoral internship and fellowship at New York Hospital-Cornell Medical Center.
Sharon Hicks

Sharon Hicks, OPEN MINDS Senior Associate, has more than 20 years of experience in the health and human service field. She has extensive experience and wide range of expertise in health plan management, in clinical operations management, and technology.
Prior to joining OPEN MINDS, Ms. Hicks spent two decades in a number of executive positions within the University of Pittsburgh Medical Center (UPMC) system and within its health plan division. Ms. Hicks served as the Chief Operating Officer for Community Care Behavioral Health, a managed behavioral health organization. She was responsible for all aspects of the organization’s operations including fiscal, information systems, the claims processing department, and the design of clinical systems. In addition Ms. Hicks managed the day-to-day operations of including human resources, facilities, purchasing, and security.
Ms. Hicks also served as the Vice President, Internet Strategy, UPMC Insurance Services Division and, since 2002, as the Chief Executive Officer of Askesis Development Group, Inc. since May of 2002. In this role, Ms. Hicks was responsible for the growth of the company, profitability of the company, and the direction of software development.
Ms. Hick started her impressive health care career as a psychiatric social worker before being promoted to Assistant Director of Social Work. Prior to her executive promotions, Ms. Hicks served as a Clinical Administrator for both Ambulatory Services and Emergency and Intake Services at the UPMC Western Psychiatric Institute and Clinic. In this role, Ms. Hicks managed the behavioral health division, the budgets for all departments, and implemented new software replacing paper billing for clinical services.
Ms. Hicks received both her Masters of Business Administration and Masters of Social Work degrees from the University of Pittsburg. Before pursuing her graduate education, Ms. Hicks received her Bachelor’s Degree in Psychology.
Technology Solutions For Value Based Care: How To Make The Best Decisions Relative To Your Market & Business Positioning
Sponsored by Relias
The analytics healthcare market place is growing at a fast and furious pace. Private equity has seized on the market hungry need for advanced technologies to support value-based reimbursement and population health strategies. The rapid growth in this market makes for lots of excitement but also creates confusion and “noise” as to how to make the best decisions for behavioral health organizations. Come and hear about the current state of advancements in healthcare analytics, how to distinguish among various solutions, and how to best match your next purchase to your needs based on a business assessment of your organization relative to the market place environment. Laurie Nelson and Kevin McDonnell from Relias will bring their healthcare technology expertise to this discussion. With them will be Mike Garrett, CEO of Horizons Mental Health, a leading behavioral healthcare organization. Mike will share his organization’s journey in making technology purchases and tips for “how to determine the next buy”.
Objectives:
- Understand the state of the healthcare analytics market place - Understand Gartner’s pyramid for analytics solutions - how to define and match to your own solution needs
- Understand a framework for assessing your own technology evolution relative to available solutions in the market
- Hear where Relias is headed with the Relias Performance Solution Platform
- Hear about one customer’s decision-making journey using technological advances to prepare for the value-based reimbursement world

Kevin McDonnell

Kevin McDonnell was appointed as Senior Director – Enterprise Account Management – Population Health and Healthcare Analytics at Relias in January of 2017. Mr. McDonnell is responsible for business development and strategy and is leveraging his recent SaaS software startup company experience and broad healthcare industry acumen. With actionable information and insights Mr. McDonnell plans on changing the course of tens of thousands of Americans by using Relias’ integrated platform to achieve for them “whole person health” and to be the recipient of evidence-based and precision medicine. He has formed strong professional networks with the unsung heroes in healthcare: behavioral health providers and others who are championing integrated care, entering value-based contracting, and caring for the most vulnerable.
Laurie Nelson

Laurie Nelson has been in Information Technology for 22 years, starting as a programmer followed by systems analyst work. She has been in software Product Management for 10+ years, continuing to work with many types of applications, both home grown and created using embedded Business Intelligence Reporting tools. Laurie is passionate about working with software development organizations to build products that give software users the right information at the right time in the right format to enable them to do their jobs with greater success. At Relias, Laurie leads a team implementing a clinically designed suite of metrics used to stratify risk and identify care gaps in a population of patients. She has led a specific project for opioid risk reduction using machine learning.
Mike Garrett

Mike Garrett has a graduate degree in Clinical Psychology. He practiced exclusively as a clinician for several years. He began assuming administrative responsibilities for Horizons Mental Health Center and in 2007 Mike became CEO. As such he became a member of the Board of Directors of the Association of Community Mental Health Centers of Kansas (ACMHCK). He served as President of the ACMHCK from 2014-2016. During this time the ACMHCK performed its third cost study with MTM Services, identifying the costs per CPT code and by provider. The latest initiative has included the use of the DLA-20 in assessing treatment outcomes. The DLA-20 scores on consumers is now part of the quarterly upload by all participating CMHCs in KS. With the outcome measures the ACMHCK has developed a Level of Care system. As a result of these initiatives the ACMHCK as a system, and individual CMHCs, are able to determine the outcomes of their treatment services and the associated costs for each LOC. This initiative will allow the CMHCs to work to position themselves to become the provider of choice for payers as the field moves toward pay for performance models.
What Do We Mean By “Value”? A Discussion Session On Defining, Measuring & Reporting Value
Despite the market push towards value-based reimbursement, most provider organizations are operating in a system where there is no consensus on the definition of value. Successful outcomes are defined differently across the board – from state to state and payer to payer, making it difficult to compare provider organizations to each other. The ultimate goal of our system is towards the triple aim of reduced costs, better outcomes, and a better consumer experience, but there is a wide range of variation in what exactly that means, how it can be measured, and how it should be reported. These are the big questions our panel will tackle as they offer their perspective on where the market is headed and their experience on how health plans and provider organizations are currently defining “value” in the health and human service market. Our panel will review:
- How to build a strategy for defining and demonstrating your own value in an unsettled market
- How to work within the confines of commonly utilized clinical and financial performance measures
- How health plans and provider organizations can work together to share data, document performance results, and demonstrate value
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.
Angie Costello

Matt Miller

Matt Miller is the senior vice president, Public Sector for Magellan Healthcare, where he is responsible for strategic account management and growth of Magellan public sector Medicaid programs. He has more than 20 years of experience in the health care industry, focusing on overall operations, business development and provider network development and management. Matt developed and implemented Magellan’s first value-based purchasing and reimbursement strategy, and continues to be actively engaged in the value-based strategy and execution for the company’s Public Markets business.
Prior to his current role, Matt served in progressive leadership roles as Magellan’s director of business development for public sector; as vice president, public sector provider network, where his focus was on Medicaid and public sector provider delivery systems; and as national vice president, behavioral health network management and operations for both the public sector and commercial network.
Matt graduated from Gustavus Adolphus College with a double major in Psychology and Criminal Justice.
Zoe Webb

Zoë Webb is a Baltimore, MD native. She graduated from Goucher College as a psychology major and has worked in the behavioral and social services field for almost 20 years. Zoë has been with Cigna for the past 16 years in which she has held several different positions within Cigna’s Behavioral Network and Contract Team. She is currently the Northeast Behavioral Network and Contract Director and oversees a team of Contractors, Provider Relations Representatives and Market Managers that handle network activities from Maine to Virginia. She is also the National Lead for behavioral provider experience strategy and some of her responsibilities include overseeing provider performance management, the provider service model and provider communications. Zoë is quite passionate that one way to improve the health and well-being of Cigna's customers is through improving the experience of the provider network.
Refreshments, Networking, & Raffle Prize Drawing
Technology & The Future Behavioral Health Service Delivery Landscape
In the face of changing reimbursement and financial landscape, and new competition, tech adoption is moving from a compliance necessity to a strategic imperative. This market demands executives who are able to bridge the gap between innovation and operational and organizational structure. In her always-informative end-of-the-day wrap up, OPEN MINDS Chief Executive Officer Monica E. Oss will discuss this challenge and its implications for executive teams, review the key “take aways” from the institute, and share her perspective on the future of leadership and technology innovation in the health and human service market.
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.
How To Make The Right Tech Investments For Your Organization: An OPEN MINDS Executive Seminar On Technology Budgeting & Planning
As technology takes a more central role to strategy, competitive advantage, and sustainability for health and human service organizations, it brings new issues for executive teams to grapple with: What technology to invest in? How much to spend on technology infrastructure? Who is responsible for technology purchasing, technology implementation, and technology optimization? The strategy questions are big ones. And the range of available technologies and tech-enabled functionality that shape and support strategy is large and growing rapidly. In this session, we’ll cover the big challenge facing executives as they lead their organization on the path to a tech-driven future, including:
- How to develop a technology strategy that aligns with your organization’s strategic plan
- How to establish a technology budget that allows your organizations to meet its strategic goals
- How to apply best practices in technology selection, implementation, and optimization
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.